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Export Schema - Data / PS Tools

The Export Schema tool allows you to generate an XML Schema Definition (XSD) file for your firm. An XML Schema file is similar to the concept of a table of contents—it describes the elements and attributes that can appear in an XML document. To learn more about XML schemas, see the w3schools.com article What is an XML Schema?

To export your firm's schema:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Export Schema link in the Data / PS Tools section.

    The Export XML Schema dialog box opens.

  3. Do one of the following:

    • Select the Editable button if you only want to export editable fields.

      This is our best practice recommendation.

    • Select the All button if you want to export all fields.

  4. Do one of the following:

    • Select the Include button if you want to include firm-defined fields.

      This is our best practice recommendation.

    • Select the Exclude button if you want to exclude firm-defined fields.

  5. Click Export.

    The export job begins processing. Once the job is complete, the system asks if you want to save the generated .xsd file.

  6. Click Yes.

    A dialog box opens.

  7. Save the file to a folder where you will be able to find it.

    The file name will follow the format task_XXX.xsd, where XXX is a number.