Configure the Export Process

Note:
If you have Polaris SimplyReports and Export Express, you can set up specific export jobs and export records in several output formats. See SimplyReports Help for information.

 To configure the export:

  1. Select Utilities > Exporting from the Polaris Shortcut Bar.

The Export Configuration dialog box appears.

exptconfig.gif 

  1. Type the name of the server in the Polaris Application Server box.
  2. Click Verify Connection to check the connection to the Polaris Application server.
  3. Click Browse, and select the destination for the exported data.
  4. To create a subdirectory for the exported data file for branches, select the Create subdirectory for each branch when branch specified box.
  5. Click Browse, and select the location for the export report.

When you select the location for the export report, it appears in the Default Directory/Filename for Reports box.

  1. To create a subdirectory for the branch reports, select the Create subdirectory for each branch when branch specified box.
  2. Click OK. The Polaris Database Export Utility workform appears. See Export cataloging records.