Roadmap for extracting data with Optim Designer

Use this roadmap to guide you through the extract process with Optim™ Designer.

To extract data, do the following:

  1. Define the data to extract.

    Use a data access plan to define data to extract. When you create a data access plan, you define a selection policy that selects the tables and columns to extract. You can also edit the policy by specifying selection criteria for the data to archive.

  2. Create an Optim interoperability service.

    Use the New Extract Service wizard to create an Optim interoperability service that includes an extract request. You can use the service to execute an extract process for the request.

  3. Test the Optim interoperability service.

    Use the Run Service window to test the Optim interoperability service from the Optim Manager environment.

  4. Publish the Optim interoperability service.

    Use the Publish Service window to publish the service to the Optim registry, where it will be available to Optim Manager users.