# 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.

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FAoumIbY965k77F3vXg2k%2Fimage.png?alt=media\&token=2fc1fcc0-0841-42de-a3e9-cc515c1ee80f)

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

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FGbM6MpnikU4wudfZziZw%2Fimage.png?alt=media\&token=3c79a827-41f5-439a-a003-b82530d0473e)

* 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.

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FANhKJEpxE1Cf2WaHvS1N%2Fimage.png?alt=media\&token=a7e6d973-f777-43d2-998a-dfd5f07a2727)

* 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**)

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FaHdHkBkkdlpbAalnFNMD%2Fimage.png?alt=media\&token=ea49ac82-4b57-4891-9027-7828d70f1f5b)

* 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.

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2F8lGaKLv3c4zT3zIvkvCS%2Fimage.png?alt=media\&token=414b4a95-5332-46e0-8610-a5381591664a)

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

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2F1tdfIccNkqmlsDmTUMQ1%2Fimage.png?alt=media\&token=2910d3ad-f7c6-4d8c-9eff-ebf918dae8a3)

* The migrated document gets displayed on the platform homepage.

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FTKgJgBb9XGOGt30yJxNP%2Fimage.png?alt=media\&token=f13984fa-dca5-4a3d-a3d6-414fb927a1c7)

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.

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2Fpxp6wC5Uz3DhEdm7VJOx%2Fimage.png?alt=media\&token=8989211b-e097-4601-9a86-de140d519085)

* 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):

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FoHRA7C6fqNjhlQEKfcu2%2Fimage.png?alt=media\&token=416cb3c3-dab3-4a12-b7a0-c66fa623d872)

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

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FSbwx7kRO9yJnYnwvF2z6%2Fimage.png?alt=media\&token=f01255b7-d516-4707-af99-0e89a9e372b1)

* 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

![](https://972575688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRYq1HgffNfbnIMWPu1D5%2Fuploads%2FeuwTRbia6MnfCU1Psec7%2Fimage.png?alt=media\&token=ca471a2e-219a-446f-beeb-53f773b83754)

* 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.