Export Data for Import to a Server

You can export a project or requirement information from a server into an ASCII file. That file can be imported into the same or another server and other applications. You can use using the RM Export and the RM Import utilities to export and import project data. These utilities enable customers to move data from one server to another.

To export data from a server for later import to the same or another server:

  1. Select Programs > Caliber > Export from the Windows Start menu.
    Note: This feature is only available if you chose a Custom installation when you installed the program, and installed this feature.

    The Logon Information screen is displayed. Enter your server Host name or IP address, User name and Password or check Use Windows Session Credentials to login with your Windows user ID.

    Note: This window does not display if you are already logged on. Proceed to Step 3.
  2. Click Next. The Profile screen is displayed.

    Select the No profile needed option button, or the Use a previously stored profile option button if you have previously created a profile that you want to use.

  3. Click Next. The Export Option screen is displayed.

    Select the Yes, pre-format the export for a Caliber import option button.

    Note: The option to customize the export is made available to advanced users who want to import requirement data into a different application. For more information on building a customized export, see related information on “Export Data for Import to Another Application”.
  4. Click Next. The Select Object screen is displayed.
    Note: When you choose the pre-format option in Step 6, selecting certain objects at this step results in others being automatically selected, as shown in the table below.
    Export Selection Dependencies
    Automatic Selection
    Users Groups Types UDAs Requirements projects
    Users x
    Groups x x
    Types
    UDAs x x x x
    Reqts x x x x
    Projects

    By default, the Requirements object is pre-selected and is all that is required for importing into another project.

    CAUTION:
    Exporting a project does not export baselines, departments, requirement history or the following types of user information: title, security, and license. If you click the Project Descriptions object, only Project Descriptions are exported. RM Export exports descriptions for all existing projects in the current database. These projects are created during the import if they do not previously exist. Export the Requirements object only and manually create the project in which to import. RM Import offers an option to create a new project during the import process.
  5. Click Next. The Data Set screen is displayed.
  6. Create a name for your data set. Click the Browse button to navigate to a desired location in which to save your data set. A folder with this name is created and appended to your data set path. If you would like to save this profile for use later, click the Save Profile button and select a location in which to save it.
    Note: The Advanced button changes your delimiters and qualifiers that separate your data within the export/import files. This is not recommended for an export that you will import into Caliber.
  7. Click Finish. The Export screen is displayed. You are prompted to select a project from which you would like to export data.
  8. Select a project from the Select Project screen drop-down list and click OK. The export completes.
  9. Click Close. You can now use the Data Set to import information to another server or to another project.