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      • Document Migration
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On this page
  • Steps to Migrate a Document (Story)
  • Exporting a Document
  • Importing the Exported Document
  1. Admin Panel Options
  2. Migration

Document Migration

Migrate a Story or Dashboard from one user to another user account using the Document Migration option.

PreviousMigrationNextSFTP Settings

Last updated 2 years ago

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:

  1. 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.

  2. Export: users can select a document from using a source user account and download it to the SFTP server.

  3. 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.