1. Working with Applications, Models, and Dimensions for Narrative Reporting
  2. Migrating Artifacts
  3. Migrating Artifacts within the Same Environment

Migrating Artifacts within the Same Environment

Migrating artifacts within the same environment involves exporting the artifact, and then importing the export zip file. Migrating from one environment to another consists of these high level steps:

  • Export the artifact from the current environment.

  • Import the downloaded export file from your local file system into the new environment.

Exporting and Importing Artifacts Using the Library

Export an artifact (Folders, Report Packages, Reports, Books, Bursting Definitions, Data sources, Notes, Fonts, Third-party files, and Applications, where applicable) within your current environment using the Library.

To export and import artifacts using the library:

  1. Select Library from the Home Page.
  2. Do one of the following, depending on the artifact:
    1. For a root level folder, in the navigation pane, select the folder, then click gear icon, then click Export.
    2. For other artifacts (folder, report package, or application), in the right pane, select the artifact to export, then click action menu then select Export.
  3. Choose a folder to put the export file in, then click OK. The export process runs in the background.
  4. Validate that the export was successful by checking the folder you exported the artifact to and that the name of the export zip file is prefixed with "Export". For example, Export - MyReportPackage.zip.
  5. Check Messages to view the notification once the export is complete.
  6. To import the artifact to a different location than the export file, navigate to that folder location. Otherwise, skip this step.
  7. Select the gear icon menu in the upper right corner of the Library and then select Import.
  8. Select Library and browse to the export zip file you want to import.
  9. Select Overwrite Existing Objects to replace any existing artifact with the new imported artifact.
  10. Select Include Access Permissions to include the already defined access permissions on the imported artifact to the existing one. Then select OK.
  11. The import process runs in the background.
  12. Check Messages to view the notification once the import is complete.
  13. Check in the library folder you specified to verify that the file has been imported.