Portal User Guide › Using Administration Functions › How to Extract CA RCM Data › Create a Data Extraction Profile

Create a Data Extraction Profile

Create a profile that specifies which data CA RCM copies to the external reporting database.

Note: You must have administrator-level rights in the CA RCM portal to perform this procedure.

To create a data extraction profile

1. Click Administration, External Report DB in the main menu of the portal.

   The External Report Database main screen appears.

2. Click New Profile.

   Note: To edit an existing export profile, click its name in the Profiles list.

   The Basic Information screen appears.

3. Enter a name and brief description for the profile, and click Next.

   The Parameters screen appears. All the files and data objects in the CA RCM databases are listed by type.

4. Click each tab and select the data files which you want to include in the extracted data.
5. (Optional) Click the Tickets tab and select the All Tickets option to include the entire ticket database.

   Note: When you select a campaign, all its related tickets are included in the data snapshot, even if you do not select the All Tickets option.

6. Click Next.

   The Overview screen appears.

7. Review the profile definition. If necessary, click Back to change settings.
8. Click Finish.

   The profile is created. The External Report Database main screen appears. The new profile appears in the Profiles list.