> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/bdb-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/bdb-documentation/core-platform/platform-administration/admin-panel-options/migration/document-migration.md).

# Document Migration

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.

![](/files/uy09fwpSmmWgABmxwzFG)

* Click the ‘**Export**’ option from the next page that opens in the sequence.

![](/files/ZyAa4QVBtyfpgYHAnkFq)

* 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.

![](/files/VCSeAzFHIFJ2PqoEDbfu)

* 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**)

![](/files/6dbjho4DGNmvSN6l88c1)

* 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.

![](/files/YMTyQyMWozJ29HbhWIQc)

* A confirmation message appears to inform the completion of the .baf file migration.

![](/files/mj3xy0wKVm9hBjdiyEQt)

* The migrated document gets displayed on the platform homepage.

![](/files/vE8tJ1kWp1j3YIc0LKzX)

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.

![](/files/lcUqpvFi6KoIwlEtWPMW)

* 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):

![](/files/cQI0I2Uem5oklgXQQ8x1)

The migrated dashboard appears in the Designer after the migration process gets over.

![](/files/2QIaaTzArZaMKkF0gU9C)

* 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

![](/files/AFB8pNJF95kWVdc9mpxg)

* 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.
