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This enables you to export the data as an Excel file. The fields available when Excel File is selected as the Target Type are as follows - .
Figure 1 - The tab when Excel File is selected
- Excel version - select the version of the Excel file to which the data is to be transferred. Microsoft Excel 97-2003 and Microsoft Excel 2007 are supported.
- Locale – specify the area or country in which the data in the file is to be used. This will allow the system to format fields such as date fields according to local standards.
- Truncate Open Ends - when exporting data to Excel, system performance is heavily affected by the number of “unlimited width” text fields in the exports (i.e. Open Text fields with no field width settings). For Open Text questions with no field width specified, you are recommended to truncate texts to improve performance. If a number of characters is specified for the Open Ends Width, any texts longer than this limit will automatically be truncated. If No Truncation (Full Length) is selected, the whole text will be imported/exported, but the task will take significantly longer to execute.
- Encrypt file - data transfer encryption functionality makes it possible to perform secure data exports from Forsta Plus. The encrypted files can then be either ordered by email or sent to the FTP server for downloading. The users will have to decrypt the files using their private PGP encryption keys. Note that your company must license the Data Transfer Encryption add-on for this option to be available.
- Email Address – if Email is selected in File Transfer, add to this field the email address to which the file is to be sent. Default is the user's (your) registered email address.
- File transfer - export files can either be sent by email or placed on an FTP server. FTP is the recommended option for large volumes of data, since emails with large attachments may be blocked. FTP can allow automation of data flows, since files can then be picked up automatically by another system/process. Note that your company must license the FTP add-on for this option to be available (refer to the Professional Authoring documentation for further details)].
- Override Email Options - when selected, allows you to override the standard export email options and customize both the subject and the email that will be sent to the export recipient. Checking this box displays a number of additional options.
- Override Filename - allows you to override the system-generated name. Tick this check-box to open the file name text-box. Here you can edit the system-generated name. Note that when exporting Survey Data to the FTP server in Survey Data > Exports or Data Processing rules, the Override Filename option accepts relative paths, as for example “..\..\myftpfile_in_another_folder.txt”. In this case the file will not be stored in the default folder (“ProjectsData\p123123” or “RulesData\RuleN”), but rather directly under the (Company) Download folder.