"Advanced export" is designed to export data from the system either on-demand or continuously with according configurable options.
Access to the export features is limited to "Supervisors" and "Administrator" User Roles.
- The export feature can create a Conversation Detail Records (CDR) file for each job in CSV/PDF format, listing all recordings and be run based on a configured schedule.
- The system is able to export media files for voice and video recordings, and IM transcript files if available. The system does not generate IM transcript files from the database if the file is missing.
- The process can export metadata files in two formats: CSV and XML. The columns in the CSV file are customization and created during the export process.
- The XML metadata file is the original metadata file created by the recording services. If the XML file is not available, the export process will not create it.
Running advanced export
To configure and export data sets, perform the following steps:
Click on the Export iconshown at the top right of the screen.
A new mini panel with options will be displayed, select 'Advanced'.
→ The "Conversation Export Configuration" screen opens
On the Conversation Export Configuration screen.
Configure the export job according to the options detailed below.
|Name||Descriptive name of the export job.|
Type of the storage destination, the process moves the files to this location.
|Storage Target||Storage Target selected for the export job. This option is only available if the Target Type is set to Storage Target. For more information, see Storage and export targets.|
|Time zone||The event times in the conversation metadata will be shown based on the selected time zone.|
|Rename Files||Files exported using their original file name unless a specific pattern is defined to rename the files. All media and metadata files will be renamed using the configured pattern.|
|Do not Create Subfolders||If turned on, the export job won't place the files into different folders based on the date of the recordings.|
|Server||Sets which server(s) should run the export job. Servers can be added by clicking on the >> button, or removed by the << button. The server(s) on the same geographical location as where the user resides should be selected.|
|Query||Descriptive/friendly representation of the query used to select conversations for export. If a user starts the export from the search/list page, the query shows the criteria configured on the search page. If an administrator starts the advanced export job, this field reflects the query built on this page below.|
|Send Notification to Email Address(ees)||Email address(es) for notifications, separated by line breaks. The system sends a notification to the configured email address(es) after completing the export job. If the recurring job is scheduled, the system sends the notification after each run.|
|Email Subject||The subject of the notification email.|
|Email Message||Body of the notification email.|
|Source Dataset||Administrators can limit the scope of exported conversations to online, archived or both.|
|Ignore CDR-Only Records Without Related Media||For trader voice conversations, the system can create CDR-Only records without a reference to any media. These records can be ignored during export.|
|Conversation Detail Fields||Administrators can define the criteria for selecting records for the export job.|
When done, click the Save button at the bottom of the configuration page to save and run the export.
Once the export has been completed you can see a summary on the Find and List my Exports screen
You can see how many conversations were exported successfully and how many failed
→ Exported conversations can be found in the export path as wav files.