Exporting data for import to another application

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 for import to another application:

  1. Select Programs > Caliber > RM 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.
  3. Click Next. The Import Option screen is displayed.

    Select the No, I will customize my report option button.

  4. Click Next. The Select Object screen is displayed.
  5. Select the Yes option button if you would like to customize your export in more detail. Click Next. , and go to Step 1 under the section “Object Field Selection” .

    OR

    Choose the No, I accept the default field selections option button, clickNext. , and continue with the listed Steps below.

    The Data Set screen is displayed.

    • Create a name for your data set and the data set path. Click the Browse button to navigate to a desired location. A folder with this name is created and appended to your data set path.
    • If you want to change your delimiters and qualifiers, click the Advanced button. The Advanced Settings screen is displayed.
    • Select the delimiters, qualifiers and date/time formats you would like in your export. The options you select are displayed in the window so that you can see how the information is separated.
    • Click OK .
  6. If you would like to save this profile for later use, click the Save Profile button in the Data Set screen, and select a location in which to save the profile.
  7. Click Finish . The Export screen is displayed.
  8. Select the project that contains the objects you want to export 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 application.