The Architect Loader enables a user with combined access to the Architect module and security role permission Download Draft to take all the definitions for a project and draft or version within the project or Global Library in Architect and extract them into an Excel spreadsheet for off-line documentation and maintenance.
Select and navigate to the Project or Global Library Volume main page from the Architect main page.
Select and navigate to the Draft Details page.
In the Draft Summary /Download section, the Include in Download column has all object types checked by default. (Optional) You may selectively check box only those object types that you want to include in the draft download.
The Protect Worksheets option is selected by default. When selected, worksheets that are downloaded will have certain key columns protected.
Note: Selecting the Protect Worksheets check box protects certain key columns, such as, Identity columns, in downloaded workbooks. By protecting these columns a user can be prevented from inadvertently changing identities of objects or deleting rows. If you choose to deselect this option, all columns will be unprotected in the workbook.
(Optional) Select the Exclude Validations option. The Exclude Validations setting refers to the Excel validations or lookups across worksheets. Select this option when a draft or version exceeds the Microsoft limitations on the number of XML tags per Excel spreadsheet. This is about 32,000 XML tags which prevents users from opening the file. Selecting this option will also reduce the file size.
Click the Download link to download the draft or version spreadsheet.
The system prompts you to open or save the file to a specific location in the File Download pop-up window. The default file name is <Project or Global Library Name>_<Draft name or Version name>.xls.
Note: The default file will download as a compressed file. Double-byte characters will not be accepted in file names. If double byte characters are used in the file name, the system will default the file name to English or a numerical value.
Click Save.
Note: Due to the big size of these files, it is strongly recommended that you save the file before opening.
The system will prompt you to specify the location where the file should be saved.
Enter a file name in the File name text box. The default file name is <Project name>_<Draft name>.xls
Click Save.
The system will download the file to the specified location.
Click Open to view the spreadsheet or you can work with the saved file at a later time.
To learn more about the Objects in the CRF Draft Spreadsheet or to learn about the Upload Process, see Related Topics.
Copyright © 2014 Medidata Solutions, Inc. All rights reserved.