Migrating a Dashboard Using Git

The Dashboard Migration feature allows users to import dashboards that were previously exported to Git. This functionality ensures dashboards can be moved across workspaces, environments, or user accounts while maintaining version history and data connector configurations.

Pre-requisite:

Steps to Migrate a Dashboard

Navigation path: Admin Module > Git Migration > Import File > Migration – Document Import

  1. Navigate to the Admin Module.

  2. Click the Git Migration icon from the side navigation bar.

  3. Click Import File.

  4. On the next page, click the Import option.

  5. The Migration – Document Import screen appears.

  6. Select New VCS for the Version Control Configuration.

  7. In the Select a Module drop-down (top-right corner), select Dashboard.

  8. A list of exported dashboards appears on the left panel.

  9. Use the Search bar to locate a specific dashboard (e.g., vtestdashboard).

  10. Select the dashboard to view its details.

  11. All available versions in Git for the selected dashboard appear.

  12. Select a version using the checkbox.

  13. Additional information about the selected dashboard is displayed.

  14. Click Migrate to initiate the migration process.

Configuring the Data Connector

The Data Connector Details dialog appears during migration. Users have two options:

1. Use Existing Connector

  1. Check the Use Existing Connector checkbox.

  2. Select a data connector from the drop-down menu.

  3. Click Save to confirm the configuration.

Note: If the dashboard has multiple connectors, ensure all connectors are selected using the Use Existing Connector option to load all charts successfully.

2. Create a New Data Connector

  1. Select Create New Connector.

  2. Provide the required details:

    • Username

    • Password

    • PI / Host

    • Database Name

  3. Click Save.

A notification confirms that the dashboard has been successfully migrated to the Designer module.

Accessing the Migrated Dashboard

  1. Navigate to the Designer module.

  2. Open the Manage section.

  3. The migrated dashboard will be listed and ready for editing or viewing.

Notes

  • To export a dashboard to Git, click the Git Export icon.

  • All dashboards exported to Git can be imported using the Import File option in Git Migration.

  • Proper selection of data connectors is required to ensure all charts and data sources are correctly loaded in the Designer module.

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