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.

• 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.

  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.

• 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)

• 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.

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

• The migrated document gets displayed on the platform homepage.

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.

• 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):

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

• 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

• 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.