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

  1. In your model, to add a new file exporter

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  1. hover over the stream Customer Summary by Region, and press Image Modified Add a new File Exporter
  2. Give the new exporter the Name: Send Customer Summary Report
  3. Press Image Modified
  4. You will now see the new file exporter on the modelling pane
  5. 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:

  1. In the top-right hand of the application, go to the User menu
  2. Select My User Details
  3. Update the Email Address with your email address
  4. Press Image Modified to save your changes

To complete configuration of Complete settings for the file exporter:.

  1. Double-click on the new file exporter icon on your model view
  2. Tick the flag Enabled
  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 Overwrite existing file
  6. Tick the flag Header
  7. 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
  8. Go to the User Recipients section

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  1. and click 
    Insert excerpt
    _add
    _add
    nopaneltrue
    .
  2. In the New User Notification Rule. properties that opens, set:
    • Email As: To then click 
      Insert excerpt
      _save
      _save
      nopaneltrue
      .
    • In the Users section, click 
      Insert excerpt
      _user
      _user
      nopaneltrue
       to open a list of users.
    • 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.
  3. In the file exporter configuration form,

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  1. click 

    Insert excerpt
    _finish
    _finish
    nopaneltrue
    .

    Note

    The pipe to the file exporter is dotted

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  1. 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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  1. . Otherwise, it has no data to process

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  1. Run analysis on the stream Customer Summary by Region
  2. 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
  3. Now find your file - you should have received an email with the file attached
  4. The file has also been exported to the PhixFlow server