Export a Blueprint Schema

A Blueprint Schema is a collection of meta-data that is exported from your system as a single document (.html, .rtf, .txt, or .xml) to textually expose your Business Object definitions and database structure. Use a Blueprint Schema to quickly and easily scan the characteristics of your Business Objects.

You can export the following meta-data for Major, Supporting, and Lookup Objects:

• Properties
• Lifecycle
• Fields (and Field properties)
• Relationships (and Relationship properties)
• One-Steps
• Approvals
• Automation Processes

  

  Note: The Blueprint Schema for the CSM Starter Database is available in the CSM Starter Database Schema Guide.

To export a Blueprint Schema:

1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

   Note: If working on a saved Blueprint, open the existing Blueprint.

   The Blueprint Editor opens.

2. On the Blueprint Editor toolbar, click Tools>Export Schema.

   The Export Schema to File window opens.

   

3. Select the types of Business Objects to export in the Schema:
   • Major: Select to export Major Business Objects.
   • Supporting: Select to export Supporting Business Objects.
   • Lookup: Select to export Lookup Business Objects.
4. Select the items (meta-data) to export in the Schema:
   • Business Object Properties
   • Business Object Lifecycle
   • Fields
   • Relationships
   • One-Steps
   • Approvals
   • Automation Processes
5. Click OK.

   The Print Blueprint Schema to File window opens.

6. Provide a location, filename, and file type (.html, .rtf, .txt, or .xml) for the Schema, and then click Save.

   The selected meta-data is exported to a Schema file. You can then open and view the Blueprint Schema in a viewing tool, such as Microsoft Word.