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The third stage of the Export dialog opens - . This dialog is common for all export formats.
Figure 1 - The third stage of the Export dialog
- Make the appropriate selections. The information displayed, and the options available, are as follows:
- Email Address - you can send the export to any email address - type the appropriate address into the field. The default is your address.
- File transfer - export files can either be sent by email or placed on an FTP server. FTP is the recommended option for large volumes of data, since emails with large attachments may be blocked. FTP can allow automation of data flows, since files can then be picked up automatically by another system/process. Note that your company must license the FTP add-on for this option to be available.
- Override Email Options - when selected, allows you to override the standard export email options and customize both the subject and the email that will be sent to the export recipient. Checking this box displays a number of additional options.
- Encrypt file - data transfer encryption functionality makes it possible to perform secure data exports from Authoring. The encrypted files can then be either ordered by email or sent to the FTP server for downloading. The users will have to decrypt the files using their private PGP encryption keys.
- Start Time - the time when the export task is to commence. You can select ASAP (as soon as possible) or schedule it for a later time. If you schedule the task for later, then when you click Finish, a Recurrence setup page opens (go to Recurrence for more information).
- Comment - you can add comments that are included in the export email.
- When you are ready, click Finish.
Note: In the event the user has the necessary permissions, they can perform the export as a different user. The Execute as Other User field is then available below the Comment field (go to Executing Rules as Other User for more information).
The Rule Executer page opens, and the task will run when appropriate. Here you can see the status of the task, and select to be notified on completion if desired. You can proceed with other tasks as soon as you have clicked Finish.
Note: A user with the Standard permission (go to Standard Users for more information) has a simplified procedure with fewer steps and options in the wizard.