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en:infra-convert:user:functions:cplanexport [2019/09/05 09:43]
me [Workflow]
en:infra-convert:user:functions:cplanexport [2020/01/16 13:15] (current)
me
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-User manual ​#@IC_HTML@# > Functions ​> Export+Benutzerhandbuch ​#@IC_HTML@# > Funktionen ​> Export
  
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 ---- ----
  
-With this functionyou can export a test plan version as a file in data exchange ​format ​ ([[en:​infra-convert:​dev:​export:​jsonv1|JSONV1]],​ [[en:​infra-convert:​dev:​export:​dfd|ASCII transfer format ("*.dfd")]], [[en:​infra-convert:​dev:​export:​csv|CSV]], ​descriptions to the data formats under "​Administrator'​s manual #@IC_HTML@# > Export"​) or write the contents of the test plan directly to a Microsoft Excel file you have configured.+With this function you can
 +  * export a test plan version as a file in one of the following ​data exchange ​formats: ​[[en:​infra-convert:​dev:​export:​jsonv1|JSONV1]],​ [[en:​infra-convert:​dev:​export:​dfd|ASCII transfer format (*.dfd)]], [[en:​infra-convert:​dev:​export:​csv|CSV]],​ 
 + 
 +  * write the contents of test plan version ​directly to a Microsoft Excel file that you have configured
 + 
 +  * export the contents of the entire project, i.e. all contained test plan versions, in the following data exchange format: [[en:​infra-convert:​dev:​export:​jsonv2|JSONV2]].
  
 > **Important** If you use #@IC_HTML@# as a module in a CAQ system, the test plan will automatically be saved in the CAQ system’s default path when saving a project (see Functions > Projects > [[en:​infra-convert:​user:​functions:​saveproject|Save project]]; Introduction > User manual tips > [[en:​infra-convert:​user:​wiki#​If infra CONVERT is integrated into a CAQ system]]). > **Important** If you use #@IC_HTML@# as a module in a CAQ system, the test plan will automatically be saved in the CAQ system’s default path when saving a project (see Functions > Projects > [[en:​infra-convert:​user:​functions:​saveproject|Save project]]; Introduction > User manual tips > [[en:​infra-convert:​user:​wiki#​If infra CONVERT is integrated into a CAQ system]]).
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-//**__Content__**//+//**__Inhalt__**//
  
- • [[en:​infra-convert:​user:​functions:​cplanexport#​Workflow]]\\ ​+ • [[en:​infra-convert:​user:​functions:​cplanexport#​Workflow: Export test plan version]]\\  
 + • [[en:​infra-convert:​user:​functions:​cplanexport#​Workflow:​ Export all test plan versions]]\\ 
  • [[en:​infra-convert:​user:​functions:​cplanexport#​Customization]]  • [[en:​infra-convert:​user:​functions:​cplanexport#​Customization]]
  
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 +</​WRAP>​
  
-==== Workflow ====+==== Workflow: Export test plan version ​====
  
-|< 100% 5% 15% 40% 40%>| +{{page>​en:​infra-convert:​user:​functions:​cplanexport_workflow}}
-^  Step  ^^  Action ​ ^  Result ​ ^ +
-^  1  ^ Open export menu | In the Project overview, right-click on the test plan version you to export. | A context menu opens:​\\ ​{{ :​en:​infra-convert:​user:​functions:​kontextmenue_exportieren_als_v02.png?​direct&​400 |}}\\ \\ Up to program version 1.3.7.0 the context menu appeared like this:\\ {{ :​en:​infra-convert:​user:​functions:​kontextmenue_exportieren_als_v01.png?​direct&​400 |}} | +
-^  2  ^ Export test plan ... | The test plan can now be ...\\  **2a)** ...exported in JSON format.\\ ​ **2b)** ... exported in ASCII transfer format.\\ ​ **2c)** ... exported in CSV format.\\ ​ **2d)** ... exported to an Excel file. || +
-^  2a  ^ ... in JSON format | In the context menu, click on **Export to one file** ​**JSON**.\\ \\ **Note** Up to program version 1.3.7.0 the entry in the context menu was **Export as**. | In the file manager window that opens, you can now save the file as usual in a location of your choice. | +
-^  2b  ^ ... ... in ASCII transfer format | **1)** You can either export the partial test plans to separate DFD files by clicking **Export to multiple files** > **ASCII**, or to a merged DFD file* by clicking **Export to one file** > **ASCII**.\\ \\ **Note** A partial test plan contains the characteristics related to a drawing sheet.\\ \\ **Note*** The export to a file is available starting with program version 1.3.8.3. | **1a)** The "​Export in ASCII transfer format"​ dialogue window will open:\\ {{ en:​infra-convert:​user:​functions:​dialogfenster_export_ascii.png?​direct&​400 |}} +
-^  :::  ^ ::: | **2)** Here,​ you can enter data for the file header and then click on **Export**. | **2)** In the file manager window that opens, you can now save the file as usual in a location of your choice | +
-^  2c  ^ ... in CSV format | In the context menu, click on **Export to one file** > **CSV**.\\ \\  **Note** Up to program version 1.3.7.0 the entry in the context menu was **Export as**. | In the file manager that opens, you can now save the file as usual in a location to be determined by you. | +
-^  :::  ^ ... in CSV format (individually formatted) | As an alternative to regular CSV export, you can export an individually formatted CSV test plan based on an Excel template file (XLTX). Follow the instructions for step 2d "​Export test plan to an Excel file". Finally, select "​CSV"​ as the file type in the file manager.\\ \\ **Note** This export option is available as of program version 1.3.9.4. || +
-^  2d  ^ ... to an Excel file | **1)** In the context menu, click on **Export to one file** > **EXCEL**.\\ \\ **Note** Microsoft Excel must be installed on the computer to execute the export.\\ \\ **Note** Up to program version 1.3.7.0 the entry in the context menu was **Export as**. | **1)**  The "​Export to an Excel file" dialogue window will open:\\ {{ :​en:​infra-convert:​user:​functions:​dialogfenster_export_excel.png?​direct&​300 |}} | +
-^  :::  ^ ::: | **2)** Here,​ you can now select the Excel template file and check the **Open Excel** box if you want Microsoft Excel to open once the export is complete. Then, click **Export**. | **2)** In the file manager window that opens, you can now save the file as usual in a location of your choice. XLSX, XLS, XLSM and CSV are available as file types.\\ \\ **Note** The file type "​CSV"​ is available as of program version 1.3.9.4. |+
  
 \\  \\ 
  
-==== Customization ​====+==== Workflow: Export all test plan versions ​==== 
 + 
 +**Note** Available from program version 1.4.2.2. 
 + 
 +{{page>​en:​infra-convert:​user:​functions:​cplanexport_workflow2}} 
 + 
 +\\ 
  
 The function can be influenced via the following settings: The function can be influenced via the following settings:
en/infra-convert/user/functions/cplanexport.txt · Last modified: 2020/01/16 13:15 by me