Export Items

Export items in a vault to an external file.

Note: Items are available in Vault Professional.

You must be an Administrator or ERP Manager to export items.

Items can be exported to:

• Comma Separated Values (.csv)
• Tab Delimited Lines (.tdl)
• Autodesk Design Web Format (.dwf)
• Extensible Markup Language (.xml)

Rules for Exporting Items

• Item properties, bill of materials (BOM), and the Autodesk Inventor global BOM data are supported.
• When exporting a BOM, the latest BOM is exported.
• When exporting to .csv or .tdl files, you can define which Vault Professional attributes to export and then save this configuration as a mapping scheme. You can then apply the mapping scheme each time you export data.
• Files are exported encoded in Unicode (UTF-8). When importing this data into another application, it may be necessary to specify the file is encoded in Unicode (UTF-8) so that all characters are accurately imported. For more information on importing Unicode (UTF-8) into another application, see the documentation for that specific application.
• Exporting items in the .dwf format exports the item's attached files, associated files, and the attached files to the associated files.

Tip: When exporting items, a master DWF package is created with sub-DWFs of the files. You can disable the creation of sub-DWFs by setting export includeAttachments to False in the web.config file.

Export a .csv file or a .tdl file

1. In the Item Master, select the items to export. If you select an item that has children, the item and all children are selected.

   Go to the BOM tab in an item record and select the BOM rows that you want to export.

2. From the File menu, select Export.

   The selected item and any children are listed with their respective revision IDs in the Export Wizard.

3. Select the Released and Obsolete items only check box to only show items in this state.
4. Items that are checked are exported. If you do not want to export an item that is checked, turn off the check box next to that item.
5. Click Next.
6. In the Specify File screen, select Other as the target.
7. Click Next.
8. In the Specify File screen, select either CSV (Comma Separated Values) or TDL (Tab Delimited List).
9. Choose how the BOM levels are indicated in the exported file:
   • Choose Level Numbers to organize items using outline numbering:

     Level	Item Number	Title
     1	000011	Main Assembly
     1.1	000012	Part
     1.2	000013	Subassembly1
     1.2.1	000014	Subassembly2
     1.2.1.1	000015	Part1

   • Choose Parent Item to organize items by parents:

     Parent	Item Number	Title
     <top>	000011	Main Assembly
     000011	000012	Part
     000011	000013	Subassembly1
     000013	000014	Subassembly2
     000014	000015	Part1

10. Enter a path and file name for the exported file or click Browse and specify the location and file name.
11. Click Next.
12. In the Specify Attributes screen, drag attributes from the Vault Professional Attributes list and drop them on the Export File attributes list. Click Previous and Next to scroll through the values for the Vault Professional attributes.
    • To remove an export file attribute from the list, drag it back to the Vault Professional Attributes list.
    • To rename an attribute, double-click the attribute field in the Export file list and enter a new name.
    Note: The Level or Parent attributes, depending on which BOM indicator you selected, and the Number attribute must be mapped.
    • Once you specify the mapping, it can be saved and used each time you export files. Click Save Map. In the Save Mapping Attributes dialog box, browse to a location and enter a file name. Maps are saved as .xml files. Click Save.
    • To load a mapping file, click Load Map. In the Load Attributes Mapping dialog box, browse to the location where the mapping file (.xml) is saved and then click Open. The Export file attributes list is changed to match the mapping specified in this file.
    • To reset the mapped fields, click Clear Mapping.
13. Click Export.
14. The View Results displays the result, including those items that were successfully exported and those that were not.
    • Click Print to print the results.
    • Click Send to send the summary information by e-mail.
15. Click Finish.

Export a .dwf or .xml file

1. In the Item Master, select the items to export. If you select an item that has children, the item and all children are selected.

   OR

   Go to the BOM tab in an item record and select the BOM rows that you want to export.

2. From the File menu, select Export.

   The selected item and any children are listed with their respective revision IDs in the Export Wizard.

3. Select the Released and Obsolete items only check box to only show items in this state.
4. Items that are checked are exported. If you do not want to export an item that is checked, turn off the check box next to that item.
5. Click Next.
6. In the Specify File screen, select either Design Web Format (DWF) or XML.
7. Enter a path and file name for the exported file or click Browse and specify the location and file name.
8. If you have defined item attributes in Vault Professional, you can map the attributes before exporting. In the Specify Attributes screen, drag attributes from the Vault Professional Attributes list and drop them on the Export File attributes list. Click Previous and Next to scroll through the values for the Vault Professional attributes.
   • To remove an export file attribute from the list, drag it back to the Vault Professional Attributes list.
   • To rename an attribute, double-click the attribute field in the Export file list and enter a new name.
   Note: The Level or Parent attributes, depending on which BOM indicator you selected, and the Number attribute must be mapped.
   • Once you specify the mapping, it can be saved and used each time you export files. Click Save Map. In the Save Mapping Attributes dialog box, browse to a location and enter a file name. Maps are saved as .xml files. Click Save.
   • To load a mapping file, click Load Map. In the Load Attributes Mapping dialog box, browse to the location where the mapping file (.xml) is saved and then click Open. The Export file attributes list is changed to match the mapping specified in this file.
   • To reset the mapped fields, click Clear Mapping.
9. Click Export.
10. The View Results displays the result, including those items that were successfully exported and those that were not.
    • Click Print to print the results.
    • Click Send to send the summary information by e-mail.
11. Click Finish.

Disable DWF Creation when Exporting Items

When exporting items, a master DWF package is created with sub-DWFs of the files. You can disable the creation of sub-DWFs by setting to False in the web.config file.export includeAttachments

1. On the computer hosting the Autodesk vault server, locate the Web.config file. By default, this file is installed in Program Files\Autodesk\ADMS Professional [version]\Server\Web\Services.
2. Using a text editor such as Notepad, open the Web.config file.
3. Search for the string:

   export includeAttachments

4. By default, the value of the export includeAttachments setting is True. Change the value to False.
5. Save the Web.config file and exit the editor.