Export a Blueprint Schema

Use a Blueprint Schema to quickly and easily scan the characteristics of your Business Objects.

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.

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

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

    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.

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

    The Blueprint Editor opens.

  2. On the Blueprint Editor toolbar, click Tools>Export Schema.
  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-Step Actions
    • Approvals
    • Automation Processes
  5. Select OK.

  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.