How to export Compliance Accelerator Hotwords and Hotphrases

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Article ID: 100019686

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There are two methods to obtain an export file of the Hotwords and Hotphrases. The first method will export all the Hotwords and Hotphrases in an XML format using the ImportExport utility. The second method queries the CA Customer database to list the Hotwords and Hotphrases for the Application and all Departments, or for a single Department.


Method 1 - Use the ImportExport utility to export the Customer information to an XML file

1. Open SQL Server Management Studio and connect to the SQL Server servicing the Accelerator Configuration database.

2. In the Object Explorer tree view (left pane), expand Databases, find and right click the Accelerator Configuration database, then click on New Query.

3. Execute the following query against the CA Configuration database, review the result and note the CustomerID for the appropriate CA Customer in question:

SELECT CustomerID
, Name AS 'Customer'
, VirtualDirectory
, InitialCatalog AS 'Customer SQL Database'
FROM tblCustomer
WHERE Name != 'SYSTEM'
ORDER BY CustomerID;

4. Log onto the CA server as the Vault Service Account.

5. Open a command prompt and navigate to the CA installation folder (default is C:\Program Files (x86)\Enterprise Vault Business Accelerator).

6. Edit the following command to specify a location for the Export .xml file and replace CustomerID with the Customer ID obtained above. The .xml file location is on the CA server. Then execute the edited command:

importexport.exe -F:C:\CAConfig.xml -C:CustomerID

7. When the export is completed, review the xml file created. It will contain all of the configuration information for the CA Customer, including the Hotwords and Hotphrases. Edit the xml file to remove those lines that are other than those containing the Hotwords and Hotphrases as needed for file review simplification.


Method 2 - Query the Customer database

1. Open SQL Server Management Studio and connect to the SQL Server servicing the Accelerator Configuration database.

2. In the Object Explorer tree view (left pane), expand Databases, find and right click the appropriate Accelerator Customer database, then click on New Query.

3. If needing to obtain the Hotwords and Hotphrases for the Application and all Departments, skip this step and continue. If the need is to obtain the Hotwords and Hotphrases from a specific Department, Obtain the Department ID number from the CA Client's Departments tab | All Departments panel as this information will be listed to the left of each Department's name.   An alternate method to obtain a list of the available Departments is executing the following query, then reviewing the list to obtain the CaseID associated with the Department in question.

SELECT CaseID, Name
FROM tblCase
WHERE Type = 102 AND StatusID != 24
ORDER BY Name;

4. Edit the CaseID in the first line of the following query as below:
- If needing to obtain the Hotwords and Hotphrases for the Application and all Departments, leave the CaseID in the query as -1.
- If needing to obtain the Hotwords and Hotphrases from a specific Department, edit the CaseID in the query from -1 to the CaseID of the Department in question as found above.

DECLARE @CaseID int = -1; -- Edit CaseID here as needed
DECLARE @HW nvarchar(max) =
'DECLARE @ComplianceSystemCase int;
EXEC @ComplianceSystemCase = sp_GetComplianceSystemCase;
SELECT
CASE WHEN CONVERT(nvarchar, tih.CaseID) = CONVERT(nvarchar, @ComplianceSystemCase) THEN N'''' ELSE CONVERT(nvarchar, tih.CaseID) END AS CaseID
, CASE WHEN tih.CaseID = @ComplianceSystemCase THEN N''(Application - available to all Departments)'' ELSE tc.Name END AS ''Department''
, ISNULL(CONVERT(nvarchar(25), thc.HotwordCategoryID), '''') HotwordCategoryID
, ISNULL(thc.Name, '''') HotwordSetName
, th.HotwordID
, th.WordText
FROM tblHotword AS th
LEFT JOIN tblIntHotwordToHotwordCategory AS tihthc ON th.HotwordID = tihthc.HotwordID
LEFT JOIN tblHotwordCategory AS thc ON tihthc.HotwordCategoryID = thc.HotwordCategoryID
LEFT JOIN tblIntHotword tih ON th.HotwordID = tih.HotwordID
LEFT JOIN tblCase AS tc ON tih.CaseID = tc.CaseID';
IF @CaseID != -1
BEGIN
SET @HW = @HW + '
WHERE tih.CaseID = REPLACEMENTCaseID'
SET @HW = REPLACE(@HW, 'REPLACEMENTCaseID', @CaseID)
END;
SET @HW = @HW + '
ORDER BY ''Department'', thc.Name, th.WordText;';
--PRINT @HW;
EXEC sp_executesql @HW;

5. Execute the query and review the results. The results are best reviewed when copied and pasted into a spreadsheet:
- Right-click on the results | Select All.
- Right-click on the results again | Copy With Headers.
- Paste into a new spreadsheet in Excel or some other spreadsheet application.

 

Issue/Introduction

There may be occasions where a listing of all hot words and hot phrases set in a Compliance Accelerator (CA) Customer is needed to be exported for review, documentation or other purposes. Currently, there is no feature within the CA interface to provide such an export.