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Export reference data

The Reference Data subtab of CTMS acts as a set of dictionaries containing various data elements required to create entities in CTMS.

The complete set of reference data dictionaries available in the CTMS system can be extracted as the XLSX file to your computer for sharing with stakeholders or other business purposes.

To export the [entity name]

  1. In the CTMS application header, select the LIBRARY tab.

  2. On the page that opens, from the left pane, select the Reference Data subtab.

    Accessing reference data
    Figure 1. Accessing reference data

  3. On the Reference Data page that opens, from the workspace toolbar, select Export export_icon.png.

    Exporting reference data
    Figure 2. Exporting reference data

  4. In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.

    Downloads widget for reference data
    Figure 3. Downloads widget for reference data

  5. In the My Downloads dialog that opens, you can find the following tabs:

    • Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.

    • Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting download_icon.png.

    Downloading extracted reference data
    Figure 4. Downloading extracted reference data

Once downloaded and saved, the reference data in the XLSX format becomes available on your computer.

Tip

The extracted file version is saved in the system and can be accessed from Export History export_history_icon.png.

Accessing reference data export history
Figure 5. Accessing reference data export history

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