Search results

Dashboard Migration Utility

This section explains about, how to migrate the Syncfusion Dashboard Platform Dashboards/Datasources into the Bold BI site by using Dashboard Migration Utility.

Instruction to use the Migration Utility

  • Download the Dashboard Migration Utility from the link provided. Once download completed, extract the .zip file.

  • Usually, the contents downloaded from the online link should be blocked by windows. So, we need to unblock those downloaded contents.

  • Open the PowerShell in admin mode and enter the below command to unblock the contents present in the extracted folder. Use the extracted folder location for dir.

dir "folder path" -Recurse | Unblock-File

Command to unblock the contents

Once the PowerShell execution completed, continue to run the Dashboard Migration Utility.

How to run the Dashboard Migration Utility

Run the Migration Utility.exe file.

Run Migration Utility exe file

Once you have run the utility following window will open

Migration Utility Window

Check the terms and conditions and click Next to start the migration process.

Agree terms and conditions

By default, the Backup option is selected first in the migration process. You can switch to Restore option if you have already the backup (*.sybak) file locally.

Backup and Restore

Backup Module

In this module, the Syncfusion Dashboard Server dashboards and datasources will be exported to the provided output directory location, as a backup file in the .sybak format. From this backup file only, we can restore the dashboards and datasources to the target Bold BI site.

Steps to back up the dashboards and data sources

  • Provide valid credentials like Dashboard Server URL, Username and Password for authentication.

Credential

  • Once the authentication succeeds, the list of Datasets in the Syncfusion dashboard server will be shown as below, here you can choose the multiple items to export by using the check box provided.

Datasets list

  • In next, you can see the list of Dashboards in the Syncfusion dashboard server like below

Dashboards list

NOTE: You can skip the whole Datasets/Dashboards option in the backup process by clicking the Skip button.

  • In next, you need to enter the valid Backup file name and Backup Location to export your dashboards/datasets files

Exporting

  • Then, the backup process will initiate, and the indication will be shown for the progress.

Backup process

  • On the successful completion of the backup process, the exported backup file name and its saved location will be shown

Exported file location

Also, we can continue the restoring process using Proceed to Restore button otherwise Close the application.

Restore Module

In this module, the exported dashboards and datasets will be imported to the target Bold BI site using the backup file (*.sybak).

NOTE: For Bold BI Enterprise: Migration utility needs to be run from the machine, where the Bold BI Enterprise server is installed..

Steps to restore the Dashboards and Data sources

  • Provide valid credentials like target Bold BI site URL, Username and Password for authentication.

Credential for restoring process

  • Once the authentication succeeds, you can choose the backup (*.sybak) file’s path in Backup File Location to initiate the restore process.

File location to restore

  • In next, the list of Datasets presents in the (*.sybak) file will be shown as below, you can choose the items to restore by using the check box provided.

Select items to restore

  • Then, the list of Dashboards presents in the (*.sybak) file will be shown as below

Dashboards list in backup file

NOTE: You can skip the whole Datasets or Dashboards option in the restore module by clicking the Skip button in the bottom.

Currently, live datasource connection (SQL, PostgreSQL) alone be imported to the Bold BI and the Extract type connections or other connection types were considered as unsupported ones as of now. If the unsupported datasource connection type exists, an alert with the below message will be shown and we can’t choose that unsupported items on the restoration process.

Alert for unsupported connection

If the Dashboard created from the desktop designer, some Datasource, Widgets and Features are not supported in the Bold BI server. So, it will be considered as the unsupported items and those unsupported items will be shown on expansion like below,

Showing list of unsupported items

NOTE: You can select the dashboards to restore even it having the unsupported items. It can be restored with the supported items that exists.

  • If the Bold BI not installed in the default location (“C:\Bold BI”), the below window will be shown to get the Bold BI Installation location.

Bold BI Installation location

  • Then, the restore process will initiate, and the indication will showing the progress,

Restore process

NOTE: If the restored dashboards or datasets already present in the server, a dialog will be prompted like below to get confirmation to proceed further.

Alert for existing file

  • Once the restoration process got completed, the success message will be shown as below,

Success message for restore completion

  • Click Close to close this application.