Document Migration
Last updated
Last updated
Users can migrate a business story or dashboard using the Document Migration option from the Admin module. The entire migration task has three phases:
Configuring an SFTP Server: the SFTP server location should be similar for import and
export accounts.
Export: users can select a document from using a source user account and download it to the SFTP server.
Import: users need to open this option using a destination user account where the exported file is intended to import.
Steps to migrate a document:
Click the ‘Document Migration’ option from the Migration drop-down.
Click the ‘Export’ option from the next page that opens in the sequence.
A page opens with the list of documents available for export
Click the ‘Download’ icon for the document (story/dashboard) that you want to export.
Note:
If you the folders list, then the user needs to select a specific file from a folder, then only the ‘Download’ icon gets displayed.
Only stories and dashboards display the download icon; the listed folders do not display the download icon.
A success message appears after the download process to confirm the download of the selected file in the SFTP server.
Sign In as a different user to the server or space where you need to import the .baf content.
Navigate to Migrate SFTP Settings.
Configure the SFTP location (SFTP location for the source and destination account should be the same to use the document migration functionality)
By clicking the ‘Import’ button from the Document Migration page.
The Import Section lists all the .baf files from the configured SFTP server. Search and select the ‘.baf’ file you want to migrate and click on it.
Click the ‘Migrate’ option from the right-side panel displaying the document details.
A confirmation message appears to inform the completion of the .baf file migration.
The migrated document gets displayed on the platform homepage.
Note:
If the selected dashboard or story is created based on an RDBMS connector, the data connector details get displayed on the right-side panel. E.g., for the given example of the Test Story document, the following details of data source names, query service names, and data store names are displayed.
Users can also migrate the imported dashboard in the Designer workspace by using a checkmark in the given box (as shown in the following image):
The migrated dashboard appears in the Designer after the migration process gets over.
Dashboards or stories created based on an RDBMS Data Service, Predictive Service, and Data Store require to provide the data connector details to pass while migrating.
Users need to provide the following details of the Data Connector:
Username
Password
IP/Host
Database Name
Click the ‘Save’ option
The selected data connector gets migrated to the destination user account.
Dashboards and Stories using the API data connectors/data sets or File as data connectors don’t need to provide the Connector details for document migration.