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In this exercise you will create an export of the customer summary report, to a file:
- In your model, to add a new file exporter
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- hover over the stream
Customer Summary by Region
, and press Add a new File Exporter - Give the new exporter the Name:
Send Customer Summary Report
- Press
- You will now see the new file exporter on the modelling pane
- Save 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:
- In the top-right hand of the application, go to the User menu
- Select My User Details
- Update the Email Address with your email address
- Press to save your changes
To complete configuration of Complete settings for the file exporter:.
- Double-click on the new file exporter icon on your model view
- Tick the flag Enabled
In the field File Name (Expr) enter the value:
Code Block "customerSummaryByRegion.txt"
In the field Output Directory (Expr) enter:
Code Block "customerReports/customerSummaryByRegion"
- Tick the flag Overwrite existing file
- Tick the flag Header
- Go to the Send By Email section, and set the following:
- Email from:
system@PhixFlow.com
- Subject Expression:
"Export of customerSummaryByRegion.txt at " + now()
- Message Expression:
"Please find file customerSummaryByRegion.txt attached. Generated at " + now()
- Attach File: tick
- Email from:
- Go to the User Recipients section
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- and click
.Insert excerpt _add _add nopanel true - In the New User Notification Rule. properties that opens, set:
- Email As: To then click
.Insert excerpt _save _save nopanel true - In the Users section, click
to open a list of users.Insert excerpt _user _user nopanel true - Drag the user Train (the user you are currently logged in as) into the list of recipients.
- Save and close the notification rule. PhixFlow adds the user to the list of User Recipients.
- Email As: To then click
In the file exporter configuration form,
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click
.Insert excerpt _finish _finish nopanel true Note The pipe to the file exporter is dotted
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to indicate that it is a Push pipe. When linking a stream 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 stream
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. Otherwise, it has no data to process
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- Run analysis on the stream
Customer Summary by Region
- Check the log messages generated in the console – in particular scroll to the end; you should see messages telling you that a file has been exported
- Now find your file - you should have received an email with the file attached
- The file has also been exported to the PhixFlow server