You can
export categories from Organizer to an xml format file and use the exported categories
in other models. You can export the selected categories, or all location categories, custom
categories, and property categories at a time. Organizer creates only one .category export file even if you
export more than one category at a time. By exporting categories you can ensure that you
have back-up copies of the categories you have created.
For information on how to use the firm, project and system folders with Organizer, see Customized default setup for Organizer.
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To open
Organizer, click
Manage on the ribbon and then click
Organizer.
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Select one or more categories.
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Click and select Export Organizer categories.
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Define the export settings.
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Select All categories or Selected categories with their subcategories.
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Exporting location categories: The whole project is
exported even if you only select a subcategory in the
project, for example, a floor.
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Exporting categories that have been created using rules:
The whole category tree is exported. If you select a
subcategory, the main category and the other subcategories
in the category tree are also exported.
- Exporting property
categories: The whole category tree is exported. If you select a
subcategory, the main category and the other subcategories in
the category tree are also exported.
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Exporting categories that have been created manually: Only
the selected category is exported.
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Select the Include the properties of the categories check box to include category properties in the export.
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If the rules in category properties include a filter, and
you plan to use the category in another model, the filter
must be available in that model. Otherwise, the category
will not have the correct content.
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If you do not select Include the properties of the categories, only the category name is exported. The property
template is set to the default template in the export.
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Select the Include the objects check box to include the object GUIDs in the export.
If the exported category is used in other models, the categories
will be empty.
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Select the Synchronize the categories before export check box if you want to ensure that the latest model changes are
included in the export.
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Click Browse to select the destination folder.
By default, the category is exported to the
\ProjectOrganizer folder in the current model
folder.
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Click Export.
If the category you are exporting includes other categories in the category
property rules, and you have not selected these other categories to the
export, the Export category structure references dialog box is displayed.
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Export the valid references exports categories including the rules defined in the category.
This option is dimmed when you have not selected the categories
defined in the rules for export. Click Cancel and select the category to export and the categories used in the
rules. When you do this, the Export category structure references dialog box is not shown at all. In import, all exported
categories will now be imported.
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Export without references exports the object GUIDs in the categories if you have selected the
Include the objects check box in the Export category structure dialog box.
If you have not selected to include the objects, only the category
name is exported. In import, Organizer treats this category as a manually created category.
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Click OK.