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This process involves taking a data connection, with everything in it, from one dashboard to another. This would be particularly useful for example if a development team have been building/making changes to a data connection in a development/test dashboard and are now ready to deploy to a live dashboard.
Exporting a data connection
Click the Dashboard Configuration icon at the top-right of the dashboard.
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This screen is used to show what items are included in the selected data connection and to choose which of these items are included in the export. Hovering over the ‘Help’ icon at the top-right of the page will provide additional information on the ‘Export’ process.
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Its important to ensure that if you are importing Connections from one dashboard instance into another, that the Chart Names have not be amended in any way between the two instances - they need to be exactly the same to import correctly - something as simple as a space or trailing spaces in the Chart Name can cause the process to be disrupted. Improvements to mitigate against leading and trailing spaces have been introduced from our April 24 product release. |
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On the left-hand side of the screen, we can see the details of the connection for example, the Connection Name and type of connection.
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The previous export process used XML, the new export process uses JSON. |
Importing a data connection
The ‘Select a file to import’ option will only be available when no data sources are currently open.
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The Show Details icon, seen when you hover over one of the items in a data connection, can be used to view the dependencies for an item and to compare the current item with an imported item.
Example
The following screenshot shows the Dependencies for the ‘Chart Usage’ Chart. We can see that this item is dependent on a Category (Dashboard Charts) and three Objects (Chart Category Description, Chart Name and Audit Count). All items are valid in this example.
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Example
The following screenshot uses the same information as the previous example (Chart Usage) but in this example, one of the Objects (Chart Category Description) has been de-selected which means that the ‘Invalid Items’ warning message is once again displayed.
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The ‘Comparison’ tab can be used to identify the differences between the Imported file and the file currently in the system.
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When the data connection has been imported successfully, it will appear in the list of Data Connections on the left-hand side of the screen.
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Depending on other actions you may wish to achieve, you maybe interested to read about importing and exporting of Reports and Schedules, and some of the those considerations to be aware of before attempting these actions. |