Adding an Export Destination

In Publish, you can add cloud storage destinations to export Mastered Entities, Source Records by Cluster, and Cluster by Similarity datasets for use in downstream applications. When adding an export destination, you specify the cloud storage connection, which datasets to export, and which columns to include in those datasets. When adding an export destination, you specify the cloud storage connection, which datasets to export, and which columns to include in those datasets.

Required Information for Connection Types

When you add an export destination, the information required to configure the destination depends on the connection type:

Before You Begin:
Before you can add an export destination, you must have access to one or more connections.

To add an export destination:

1. From the Menu select Publish.
   If you need to select the data product, on the Home page locate the data product and then select More ⁝ > Publish.
2. Select Add Destination.
3. Select from an existing connection or create a new one, and then select Next.
4. Provide a name and description for this destination.
   Note: This is the name of the destination as it will appear in Tamr Cloud, and does not affect the name of the exported dataset.
5. Enter the required information for the connection type. Select Next once you are finished.
6. Select each dataset to be exported to this destination: Mastered Entities, Source Records by Cluster, and Cluster by Similarity. All columns are automatically selected for the datasets; deselect columns to exclude them from exporting output. You can sort and filter the fields to find specific fields to include in the dataset. See Datasets Available for Export for information on these datasets.
7. Select Save Destination.

Watch the video below to learn more about using Publish to export mastered data using the Managed Destination connection.

Sharing an Export Destination

Share an export destination to allow other users to export mastered entity data to that cloud storage destination. You can share export destinations for all data products that you can access in Publish.

When you share an export destination, you select the level of permissions that user will have for that destination. See User Roles and Permissions for more information.

To share an export destination:

1. From the Menu select Publish.
   If you need to select the data product, on the Home page locate the data product and then select More ⁝ > Publish.
2. In the Publish table, select Share for the destination.
3. Select the user with whom to share the destination and their permissions for that destination:
   • Editor: allows the user to edit and export to the destination.
   • Viewer: allows the user to export to the destination.
     Note: Admin users and users whose accounts have been disabled do not appear in the list of users; admins have full access to all export destinations.
4. Select Share.

Changing Permissions for an Export Destination

To change a user's permissions for a data product:

1. From the Menu select Publish.
   If you need to select the data product, on the Home page locate the data product and then select More ⁝ > Publish.
2. In the Publish table, select Share for the destination.
   The Share dialog opens. The dialog lists the users with whom the export destination is shared.
3. Change the permission levels for users as needed, or select Delete to remove a user's permissions.
4. Select Save.

Editing and Deleting an Export Destination

Only the owner of an export destination can delete the destination.

If you have editor permissions for an export destination, you can edit the export destination settings, including connection details, which datasets to export, and which columns to include in those datasets. These settings include the destination's name, description, output directory, and file type.

Important: If you edit an export destination shared with other users, the destination also updates for those users.

To edit an export destination:

1. From the Menu select Publish.
   If you need to select the data product, on the Home page locate the data product and then select More ⁝ > Publish.
2. In the Publish table, select Edit for the export destination.
3. Edit the export destination as needed.
4. Select Save Destination.