Migrating a dashboard online refers to the process of publishing a dashboard in the Bold BI application to multiple tenants, either on the same server or on different instances. By doing so, you can easily share dashboards across multiple sites.

Publish Dashboards Online in the Bold BI application

To publish a dashboard to other site(s), follow these steps:

1. Click Actions in the dashboard grid context menu and select Publish to publish the corresponding dashboard.

   

2. For the master site, the dialog will be shown as follows with the Internal Site and External Site options. Select the Internal Site or External Site for publishing dashboard in publish dialog and proceed to Next.

   

   For non-master sites, external site publish dialog will be shown directly. Also, publish the dashboard to the internal sites using the external site publish option for the non-master sites.

   NOTE: The master site is the first site created during startup in Bold BI, and later you can set any other sites as the master site.

Internal site

Publish the dashboard to the sites created in the same Bold BI server.

1. Choose the sites in the drop-down that you want to publish the dashboard.

   

2. Specify the category name that you want, the dashboard to be published on other sites.

   

3. Select the check box Use source dashboard and data source name, if you want to publish dashboard and data source with source dashboard and data source name in destination sites.

   

4. If necessary, provide a description for the dashboard.

   

5. Select the check box Lock dashboard editing in published site, if you do not want the published dashboard to be edited in the published sites.

   

6. Select the check box Lock data source editing in published site, if you do not want the published data source to be edited in the published sites..

   

7. Select the check box Make dashboard as public in published site, if you want the published dashboard to be public in the published sites.

   

8. You can choose the owner (who has permission to create a dashboard, data source, and category) of the dashboard in the published site using the Advanced option. If you do not, it will publish the dashboard with a random user (who has permission to create the dashboard, data source, and category).

   

9. You can individually configure the fields in the Advanced window.

   

10. By submitting the form, the publishing process will be started and you can check the status of the publishing in the Published Resources page.

    

External site

Publish the dashboard to the sites created in other Bold BI servers and to the internal sites created in the same Bold BI server for the non-master sites using the external site publish option.

1. Click on + to add external site.

   

2. Fill in the following details as shown in the following image:

   • Name - Enter the name that you want for external site.
   • Client ID - Enter the Client Id of the site.
   • Client Secret - Enter the Client Secret of the site.
   • Site URL - Enter the URL of the site.

   You can add both internal and external site’s client ID and client secret here.

For the Bold BI Enterprise server, get the site’s Client Id and Client Secret values from the site details page.

3. After the external site is added, choose the external site in the drop-down and follow the same steps mentioned in the internal site for publishing the dashboard.

NOTE: The dashboards or the data sources cannot be locked while publishing to the external sites. So, the Lock dashboard editing in published site and Lock data source editing in published site check box options will not be shown for External Site.

Manage published dashboards

You can view the status of the published dashboards in the Published Resources page. The published resources are listed in the grid and grouped by the dashboard by default.

Synchronize dashboard

When you make some changes in the original dashboard and you can move the changes to the published site using the synchronize published resource option.

Information of published dashboard

You can see the publishing information of the respective dashboard in the dialog box. Click Actions in the grid context menu and select Info.

Publish history

You can see the published history of corresponding dashboard. Click Actions in the grid context menu and select Publish History.

Remove publish dashboard

Published dashboards can also be removed from the Bold BI when they are no longer required.

Click Actions in the grid context menu and select Remove to remove the published dashboard from the list.

Lock and unlock publish dashboard

The edit option in the published dashboards can be locked or unlocked. Unlock previously locked published dashboards and lock them again.

Click Actions in the grid context menu and select Lock Edit to lock the edit support for the published dashboard.

Click Actions in the grid context menu and select Unlock Edit to unlock the edit support for the published dashboard.

Disable Synchronization of publish dashboard

The synchronization of published dashboards from the source site can be disabled by enabling the Lock Resource Synchronization in the dashboard settings in target site.

Learn how to disable synchronization for the published dashboard here.

Once these settings are enabled in the target site, synchronization of the published dashboard from the source site gets failed. Show the failed status in the grid.

The failure reason will be displayed as Resource synchronization is locked in target site when clicking on the Failed status from the publish history dialog.