Creating an Extract Request

Use this task to create an Extract Request. An Extract Request is a set of specifications that determines how the Extract Process extracts data.

To create an Extract Request:

  1. In the main window, click File > New > Extract from the menu to open the Extract Request Editor.
  2. On the General tab, enter the name of the Extract File, and select the type of Access Definition: Named or Local.

    If you select Named, enter the name of a new or existing Access Definition.

    If you select Local, create a local access definition:

    1. Click Tools > Edit Access Definition from the menu to create or edit the Access Definition.
    2. After editing the Access Definition, save and close the Access Definition Editor.
  3. Provide any additional parameters.
  4. In the Extract Request Editor, click File > Save from the menu to open the Save the Extract Request dialog.
  5. In the Pattern box, type a unique name for the new Extract Request and click Save.

Alternate path

You can create a new Extract Request that is based on an existing Extract Request from the Extract Request Editor. You can also create an entirely new Extract Request from the Extract Request Editor.

To create an Extract Request from the Extract Request Editor, complete one of the following:

  • To create a new Extract Request, click File > New from the menu in the Extract Request Editor.
  • To create a new Extract Request modeled on an existing one, open the desired Extract Request and click File > Save As from the menu.
  • To create and store a copy of the active Extract Request and continue editing, click File > Save Copy As from the menu.

These steps are the minimum required to create an Extract Request. After you create a request, you can run the process immediately, or save the request and schedule it. Because the options to create an Extract Request and to modify an Extract Request are similar, see Using the Extract Request Editor for complete details.