Forum Discussion

Jarek_Sadowski's avatar
Jarek_Sadowski
New Contributor II
2 years ago

How to set automatic export of metadata with separate files for every dimension?

Hello All,

I found two very instructive discussion on the forum:

Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)

Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)

But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?

kberry kudos for great solution you provided in another topic

Kind regards
Jarek

  • Mike_Sabourin's avatar
    Mike_Sabourin
    Contributor II
    2 years ago

    I can tell you one thing we do for our clients. We created a whole bunch of UD8 members that pull in all the metadata settings for each type of dimension in individual member formulas. We then make these into Cube Views that can be run at any time to show all the settings for each member (name, description, formula, text fields, etc). I've added these to a book for our clients that runs all the cube views and puts each dimension in its own tab. It's a little laborious to set up the first time (we have a standard set of custom items we've created we upload to every client's application), but it can then be run via a task scheduler of you like to pull whenever you like. 

  • ckattookaran's avatar
    ckattookaran
    VIP
    2 years ago

    You could use the exportxml functions to do this in a rule. However, you'll need to create rules to parse the XML to make them readable, or download to EXCEL as tables. Shameless Plug, the company I work for, has put out 11 utilities in PartnerPlace (one is Metadata Manager). Also, there is a free one by MindStream