User Guide

Export and Import Features
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Exporting Asset Data
This option allows you to export asset information to a spreadsheet.
NOTE: Upon exporting, non-editable columns appear in color on the spreadsheet.
To export asset information:
1. In asset view, select File, Export To .xls file.
2. On the Asset Data Exporter, click the Export button.
3. Enter a file name and save to the appropriate location. If problems occur during the export, the screen shows a
list of errors.
NOTE: The Cancel button is available only during the export and is grayed out before and after the export.
4. Close the Export screen.
5. Open the .xls file to view the asset spreadsheet.
NOTE: If exporting assets to make changes on the spreadsheet, then importing the changes, you must enable the Import to Update
checkbox for the assets to import properly.
Exporting asset data to a .pdf file
This option allows you to create a .pdf file and is available in rack view and asset view and requires Adobe
Reader.
The .pdf file shows a graphic of the assets and all the devices mounted in the asset. It also lists the properties for
consumed and remaining capacities. Capacity values are shown based on the user's preferences for metric units of
measure.
To generate an asset view.pdf:
1. In rack view, select an asset.
2. Go to Asset View and select File - Export - Asset View to .pdf file. The .pdfPreferences dialog box opens.
3. Enter a file name.
4. Enable the Contained Objects Details checkbox to print details for each asset on a separate page.
5. Select Paper size from the drop-down list.
6. For orientation, select the Portrait or Landscape radio button. Click Generate. The .pdf file is generated.