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If you right-click the any node other the node in the centre, the following options are visible to you:
■
Center Shifts the focus to the selected item, and displays any available related assets or
projects. Does not change the detail display in the bottom pane. Action can also be toggled by single-clicking the node icon.
■
View Detail
– Displays the items detail in the bottom pane.
– Action can also be toggled by double-clicking the node icon.
Double-clicking any relationship node Depends on, Producing Projects, and so on expands or collapses the node.
1.4.3 Exporting Asset Details
The Asset Detail frame on the Assets page provides a wide variety of information on the use, functionality, and history of an asset. The asset details on an asset can be
exported in any one of the following forms:
■
Section 1.4.3.1, Exporting Asset Detail to Excel
■
Section 1.4.3.2, Exporting Asset Detail to PDF
■
Section 1.4.3.3, Exporting Asset Search Results to ZIP
1.4.3.1 Exporting Asset Detail to Excel
You can export asset details to an excel file using the following methods:
■
Section 1.4.3.1.1, Export an Excel File from Search Results
■
Section 1.4.3.1.2, Export an Excel file from the Asset Detail
1.4.3.1.1 Export an Excel File from Search Results
This procedure is performed on the Assets page.
1.
Perform an asset search by entering keywords in the Enter Search String text box in the Search section. Use the Type and Asset Function list as necessary to refine
the search.
2.
Select one or more assets from the search results by placing a check in the check box that appears to the left of assets listed in the Search Results pane, as shown in
Figure 1–27 .
Figure 1–27 Search Results
3. Select Export to Excel in the list at the top of the pane.
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4. Click Go. Export progress is indicated in the progress window, with the following
options:
■
Click Terminate Job to end the export.
■
Click View Audit Log to open a log of the export process. 5.
When the export is complete, click View Excel Spreadsheet in the progress window. The spreadsheet opens in Microsoft Excel, as shown in
Figure 1–28 .
Figure 1–28 Spreasheet in Microsoft Excel
Assets are listed horizontally; Asset Detail elements are indicated by the light-green background Overview and Taxonomy in the example above.
When assets of multiple types are exported, each type is assigned to a different worksheet tab. Note the following:
■
The specific configuration of each asset type template determines the asset detail elements that are exported to the spreadsheet.
■
System limitations prevent the export of the Relationships, Keywords, Contacts, Reviews, and Usage elements, and of tables, images, or HTML
formatting.
■
Limitations in Excel restrict export to no more than 250 assets of the same type during the same export.
Note: The Export to Excel option is displayed, only when the
cmee.asset.registry.export.excel property is enabled. This
is enabled by default, but if you are migrating, then you might face an issue if this property is not enabled.
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1.4.3.1.2 Export an Excel file from the Asset Detail
This procedure is performed on the Assets page.
1.
Locate the appropriate asset.
2. Click the Excel icon in the asset detail. Export progress is indicated in the progress
window.
3. When the export is complete, click View Excel Spreadsheet in the progress
window to open the spreadsheet in Microsoft Excel.
1.4.3.2 Exporting Asset Detail to PDF
This procedure is performed on the Assets page.
1.4.3.2.1 Exporting from the Asset Detail Pane
You can export the asset details to PDF from the Asset Detail pane.
1.
Use Search or other means to locate the appropriate asset.
2. Click the PDF icon in the asset detail.
Note: To use Export Policies To Excel from Asset Search Results
Page, perform the following steps:
1.
Log in to https:support.oracle.com.
2.
Click the Knowledge tab. The Knowledge Home page is displayed.
3.
In the top-right corner of the screen, select Article ID from the Sources list.
4.
Enter 952047.1 in the space for entering the article ID number, and click the Browse icon.
The Knowledge Browser window is displayed with this article - Unable to Export Policies To Excel from Asset Search Results Page
[ID 952047.1].
Note: The specific configuration of each asset type template
determines the asset detail elements that are exported to the spreadsheet.
Note:
■
Only assets of Types to which an XSLT printing template is associated are available for export to PDF.
■
In the event that the asset selected for export is of a Type to which no printing template is associated, you are notified through a
dialog that the export cannot proceed. If multiple assets are selected for export, the dialog lists the Types that cannot be
exported. You can then: a proceed with the export of any assets of Types with associated printing template, or b cancel the
export.
■
Please notify the Registrar of assets that cannot be exported to PDF.
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3.
If prompted to do so, select a printing template from the list. If the Adobe Acrobat plug-in is installed, the browser opens the PDF. Otherwise,
you are prompted to save or open the file.
1.4.3.2.2 Exporting from the Search Results List
1.
Perform an asset search by entering keywords in the Enter Search String text box in the Search section.
Use the Type and Asset Function list as necessary to refine the search.
2.
Select one or more assets from the search results by placing a check in the check box that appears to the left of assets listed in the Search Results pane.
3. Select Export to PDF from the list above the list of assets.