Document Migration
Migrate a Story or Dashboard from one user to another user account using the Document Migration option.
The 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. Refer SFTP Settings section to get more details on it.
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 (Story)
Exporting 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.
Please 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.
Pre-requisite for Migration: The SFTP location should be same for the spaces of the source and destination users to migrate the desired document.
Importing the Exported Document
Sign In as a different user to the server or space where you need to import the .baf content.
By clicking the Import button from the Document Migration page.
The Migration - Document Import page opens listing all the exported .baf files from the configured SFTP server.
Search for the exported .baf file.
Click on the .baf file you want to migrate.
The document details appear on the right side of the page.
Click the Migrate option from the right-side panel displaying the document details.
The Data Connector Details window appears.
Provide the required details.
Click the Save option.
A confirmation message appears to inform the completion of the .baf file migration.
The migrated document gets displayed on the platform homepage.
Please 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.
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.
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