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Version: 3.5.0 (Development)

Guides

Welcome to the ExMeX Framework Guides section. Here you'll find step-by-step instructions to help you accomplish specific tasks and operations within the ExMeX Framework.

What Are Guides?

Guides are procedural, task-oriented documentation that walk you through specific processes from start to finish. Each guide follows a clear, linear structure designed to help you successfully complete a particular task.

Guide Characteristics

Guides are:

  • Task-focused: Each guide addresses one specific goal or operation
  • Step-by-step: Clear, numbered instructions that lead you from start to finish
  • Prescriptive: Shows you the recommended way to accomplish the task
  • Linear: Follow the steps in order to achieve the desired outcome
  • Result-oriented: Ends with a clear, expected result

When to Use Guides

Use guides when you need to:

  • Perform a specific operation for the first time
  • Follow a proven procedure to accomplish a task
  • Ensure you're following the correct sequence of steps
  • Understand prerequisites and expected outcomes
  • Get immediate, actionable instructions

Available Guides

Our guides are organized by topic and functionality. Browse the sidebar to find guides for:

Framework Installation & Maintenance

  • Installing the ExMeX Framework
  • Upgrading to a new version
  • Rolling back a release
  • Backup and restore procedures

Module Management

  • Registering modules
  • Configuring module settings
  • Managing load windows
  • Module orchestration

Archiving Framework

  • Setting up data object archiving
  • Executing archiving processes
  • Managing retention policies

Data Operations

  • Working with metadata
  • Configuring data flows
  • Managing data objects

Guide Structure

Each guide typically includes:

  1. Purpose: What you'll accomplish
  2. Prerequisites: What you need before starting
  3. Steps: Numbered instructions with code examples
  4. Verification: How to confirm success
  5. Troubleshooting: Common issues and solutions
  6. Next Steps: Related tasks or guides

Example Guide Format

Here's what you can expect from a typical guide:

# How to Register a Module

## Purpose
This guide shows you how to register a new module in the ExMeX Framework.

## Prerequisites
- ExMeX Framework installed
- Database access with appropriate permissions
- Module metadata available

## Steps

### Step 1: Prepare Module Information
Gather the required information...

### Step 2: Execute Registration
Run the following command...

### Step 3: Verify Registration
Check that the module is registered...

## Verification
You should see...

## Troubleshooting
If you encounter...

## Next Steps
- Configure module settings
- Set up load windows

Guides vs. Best Practices

Understanding the difference helps you find the right documentation:

GuidesBest Practices
How to do somethingWhat to consider when doing it
Step-by-step instructionsRecommendations and guidelines
Single correct pathMultiple approaches and options
Immediate task completionLong-term optimization
"Follow these steps""Consider these factors"

Example:

  • Guide: How to Register a Data Object for Archiving → Follow steps 1-5
  • Best Practice: Archiving Configuration Strategies → Consider retention periods, performance impact, scheduling options

Getting Started

  1. Browse the sidebar to see all available guides
  2. Search using the search bar if you know what you're looking for
  3. Start with basics if you're new to the ExMeX Framework
  4. Follow sequentially when learning a new feature area

Contributing

Found an issue or have a suggestion for improving a guide? Please contact the ExMeX Framework team or submit feedback through your organization's channels. docusaurus

Additional Resources


Need help? If you can't find a guide for your specific task, check the Best Practices section or consult the technical reference documentation.