Import/Export: Charts, Dashboards, Picklists, Forms

This requires Admin privileges for setup and Data Admin for implementation.

The most common use for this feature is if you have created dashboards in your development environment and need to import your work to your production environment. Charts/Dashboards/ Picklists/Forms can NOT be exported from your Personal Category. You will need to save them to a different category first.

Please Note: Importing Charts/Dashboards/Picklists/Forms/Articles utilizes idb_archive.zip files which are uploaded through iDashboards Data Admin. Importing Data Sets/ETL Jobs utilizes etl_archive.zip files which are uploaded through Data Hub Data Admin.

Saving to a New Category - Assigning Global ID's - Exporting - Importing

Saving to a New Category

Dashboards - Charts - Picklists - Forms

Dashboards

1. Open each Dashboard
2. Go to Dashboard Properties
3. 
4. In Extended Dashboard Properties use the Category menu select a new category
5. Now you see the new Category: Google Analytics
6. Now click OK
7. You can now Save the Dashboard

Dashboards - Picklists - Forms

Charts

1. Open each Chart
2. In Chart Designer use the Category menu select a new category
3. Now you see the new Category: Google Analytics
4. Now click Save
5. You can now Close the Chart

Dashboards - Charts

Picklists

• Picklists cannot be saved in a personal category

Dashboards - Charts

Forms

1. Open each Form
2. In Form Designer use the Category menu select a new category
   • • • • • 
3. Now you see the new Category: Google Analytics
   • • • • • 
4. Now click Save
5. You can now Close the Form

Dashboards - Charts - Picklists - Forms

Saving to a New Category - Importing

Assigning Global ID's

If importing Dashboards/Charts/Picklists/Forms to a system that already contains them, a best practice is to set the Global ID's to the Category name and add a number after to avoid conflicts and/or overwriting your current Dashboards/Charts/Picklists/Forms.

1. Login to iDashboards Admin as Data Admin
2. Select System then Import/Export
3. In the Operation: dropdown select Manage Global ID's
4. Set a Global ID for the Category you wish to export your Dashboards/Charts/Picklists/Forms from
5. From the menu on the left, click Dashboards and enter Global ID's for the exporting dashboards
6. Repeat the last step for all: Charts, Picklists, Forms and Articles

Saving to a New Category - Importing

Exporting

Now that the Global ID's have been assigned you can export the objects.

1. In the Operation: dropdown select Export Charts and Dashboards
2. On the right of the exporting Category click the (+) to expand
3. To check all the boxes in the Category click the highlighted box in the header
4. Repeat the previous 2 steps for: Charts, Picklists, Forms and Articles
5. In the upper right click Export a zip file will then be created and saved to your download directory

Saving to a New Category - Assigning Global ID's

Importing

1. In the Operation: dropdown select Import Charts and Dashboards
2. Click Choose File and navigate to the importing zip file
3. Select the importing zip file and click Submit
4. In the upper right click Import

If the system finds Dashboards/Charts/Picklists/Forms with the same Global ID's as what you are importing, the existing charts and dashboards will be overwritten.

Summary

• ALL: Categories, Charts, Dashboards, Picklists, Forms, Data Sources, ETL Jobs, Data Sets, and Stored Procedures REQUIRE Global IDs before importing/exporting. Global IDs must match from one environment to another.
• Importing Charts/Dashboards/Picklists/Forms/Articles utilizes idb_archive.zip files which are uploaded through iDashboards Data Admin.
• Importing Data Sets/ETL Jobs utilizes etl_archive.zip files which are uploaded through Data Hub Data Admin.

For More Information:

• iDashboards Admin Manual 4. Starting the iDashboards Administrator Application
• iDashboards Admin Manual 13.8 Importing and Exporting
• Previously Read: Import/Export: Global IDs and Internal IDs

If the above is unable to resolve the issue, then please contact iDashboards Support for further assistance.

Saving to a New Category - Assigning Global ID's - Exporting - Importing

Dashboards - Charts - Picklists - Forms