Often users will want to keep their data after a project ends just to have it for later access.
Sometimes they need it to report to government bodies that request information.
There are three steps to exporting your project data:
Export of models - 2 ways
There is an export button for models. Here you can download the latest revisions for every model in one export. This is the easiest way to use if you only need the latest revision of the models.
Enter a model and click on the download button for every revision. This is the easiest way to download all the revisions of all the models.
Export of issues - 3 Ways
BCF - Open standard that can be used by other programs. This option can be hard to use for those that are not used to the file format. Here you do not have a proof of downloaded date but each file contains information about when the issue was made. With this format you are guaranteed get the most information possible.
Excel - I do not recommend the Excel export since it exports the least amount of information
PDF - This export option can be good to use if you want an export option that is easily readable and accessible for most people. Here you also get the download date of the set of documents which can be important for reporting to authorities. BCF still has the most information and is the best to use if you want to open the issues up again in the future.
Export of documents:
Documents can be downloaded with the download documents button.
Be sure to also search for "deleted" so you can find all deleted documents and export these as well if desired. Keep in mind that this is language specific and might be a different search word in your language.
It is recommend to download smaller amounts of documents at a time since it can take longer for large file sizes. Breaking up the downloads reduces the chance for anything going wrong in the download process.
You might want to use the Catenda Desktop Connector to expedite this process.
The Desktop Connector lets you periodically download the latest project documents to your local system. It downloads documents faster and downloads them one by one minimizing the risk of download failure even further.
One drawback could be that documents will end up on your system unzipped, therefore taking up more space.
Export of members information:
This is described in the members page article.
Export of notifications - 2 ways
Take a screenshot of the project notification page.
By default you only see 10 notifications per page so with thousands of notifications this can take a long time. As a solution you can use the limit filter to get more notifications per page so you have to take less screenshots and possible even get all notifications on one page!
Because it is not possible to search in the text of a screenshot you might want to add an administrator user to the project that has project specific emails summaries enabled.
At the end of the project these emails can then be exported and delivered together with the rest of the project data.