Page Comparison

By the end of this chapter you will be able to:

• Set up a file exporter

In this exercise you will create an export of the customer summary report, to a file:.

In your Introduction to Modelling analysis model,

 add a new file exporter

:

1. Hover over the table Customer Summary by Region, and press

   Insert excerpt
   _file_exporter _file_exporter nopanel true

   .
2. Give the new exporter the Name: Send Customer Summary Report
3. Click 

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   _finish _finish nopanel true

    to save your changes.
4. You will now see the new file exporter in the model.

5. Insert excerpt
   _save_saveModel _save_saveModel nopanel true

    your model layout. 

As well as exporting the file to a directory on the PhixFlow server, you will email the file to yourself. Before you set this up, you need to update the user Train with your email address:

1. Click

   Insert excerpt
   _user_options _user_options nopanel true

    from the header menu.
2. Update the Email Address with your email address.Click 
3. Insert excerpt_finish_finishnopaneltrueClick Save User Details to save your changes.

Complete settings for the setup of the file exporter.:

1. Double-click on the new file exporter Click on the Send Customer Summary Report 

   Insert excerpt
   _file_exporter _file_exporter nopanel true

    icon on your model to open its propertiessettings.
2. Tick the flag EnabledToggle Enabled:

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   _toggle_on _toggle_on nopanel true

   .

3. In the field File Name (Expr) enter the value:

   Code Block
   "customerSummaryByRegion.txt"

   
   

4. In the field Output Directory (Expr) enter:

   Code Block
   "customerReports/customerSummaryByRegion"

   
   

5. Tick the flag Toggle Overwrite existing file
6. Tick the flag Header
   
7. :

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   _toggle_on _toggle_on nopanel true

   .
8. Toggle Header:

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   _toggle_on _toggle_on nopanel true

   .
   
9. Go to the Send By Email section, and set the following:
   
   • Email from:system@PhixFlow training@PhixFlow.com
     • This is the email account used to send emails from PhixFlow, see Email Account.
   • Subject Expression: "Export of customerSummaryByRegion.txt at " + now()
   • Toggle Attach File:

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     _toggle_on _toggle_on nopanel true

     .
   • Message Expression: "Please find file customerSummaryByRegion.txt attached. Generated at " + now()Attach File: tick
10. Go to the User Recipients section and click 

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    _addIcon _addIcon nopanel true

    .
11. In the New User Notification Rule properties  settings that opens, set:
    
    1. Email As: To
    2. Click 

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       _save _save nopanel true

       .
    3. In the Users section, click 

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       _user _user nopanel true

        to open a list of users.
    4. Drag the user Train (the user you are currently logged in as) into the Users section within the User Notification Rule properties panel.
    5. Save and close the notification rule. PhixFlow adds the user to the list of User Recipients.

12. In the Send Customer Summary Report file exporter configuration formsettings, click 

    Insert excerpt
    _finish _finish nopanel true

    .

    Note
    The pipe to the file exporter is dotted to indicate that it is a Push pipe. When linking a table to a file exporter you must always use a push pipe. This is because you cannot run a file exporter on its own; it must always be driven from a table. Otherwise, it has no data to process

    
    

13. Run analysis on the table Customer Summary by Region.
14. Check To check the log messages generated in , click 

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    _administration _administration nopanel true

     →

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    _console _console nopanel true

    (– in particular  in the top right of your screen and click into Completed Tasks.
15. The Customer Summary by Region table should show at the top. Click on this to show the Messages in the bottom half of the screen and scroll to the end; you should see messages telling you that a file has been exported)Now find your file - you should .
16. Check that you have received an email with the file attached.
17. The file has also been exported to the PhixFlow server.
18. In the model window, click 

    Insert excerpt
    _save_saveModel _save_saveModel nopanel true

    .