Import and export a project

1. Overview

This article shows you how to export and import Dundas BI projects using the Import/Export functionality available to administrators.

A Dundas BI project, as well as user accounts, groups, custom attributes, and tokens can all be exported from a Dundas BI instance and stored in an export file (or DBIE file). This export file can then be imported back into the same or other instance of Dundas BI. For example, you can use this functionality to migrate a project from a development or staging instance of Dundas BI to a production instance.

Important
Export/DBIE files are compressed but not encrypted. These files may contain credentials from data connector connection strings. If you require encryption you must use a third-party tool for this.

2. Export to DBIE file

Before exporting your project, make sure you check in the items within your project such as data cubes, metric sets, and dashboards.

To export to a DBIE file, go to the main menu and click Admin.

Click Admin from the main menu
Click Admin from the main menu

Expand the Import / Export category and click Export.

Click Export
Click Export

2.1. Select the tenants for export

This step will only be available when Multi-Tenancy is enabled with existing tenants.

Select the tenant you would like to export.

Note
If you would like to include tenant-specific accounts, groups, or projects in your export, you must include the relevant tenant(s).

Click Next to proceed.

Select  tenants for export
Select  tenants for export

2.2. Select the accounts for export

Select the accounts you would like to export.

Click Next to proceed.

Select user accounts for export
Select user accounts for export

2.3. Select the groups for export

Select the groups you would like to export.

Click Next to proceed.

Select groups for export
Select groups for export

2.4. Select the projects for export

Select the projects you would like to export.

In this step you can be more specific and indicate the exact elements you are interested in (such as a specific data connector, data cube, metric set, or dashboard).

Click Next to proceed.

Select project items for export
Select project items for export

2.5. Set advanced options

In this step, there are several advanced options (buttons) that can be toggled on or off. 

OptionDescription
All Versions Select this option to export all versions of selected items. Otherwise, export just the current version.
Referenced Items Select this option to export all referenced and dependent items as well. This will include referenced Custom Attributes and Tokens, even if the respective options are not selected.
All Accounts Select this option to export all user accounts in the instance.
All Groups Select this option to export all groups in the instance.
Group Memberships Select this option to preserve the group memberships of all groups selected for export.
Custom Attributes Select this option to export all custom attributes in the instance.
Tokens Select this option to export account, project, and global tokens in the instance. Tenant tokens will not be exported.
Data Input Transform Data Select this option to export the data inserted by Data Input transforms.
Contextual Data Select this option to export the data in contextual measures.
Resource Data Select this option to export data files (for example Excel) that have been uploaded to the application.

Click an option to turn it on or off
Click an option to turn it on or off

2.6. Save configuration

Optionally, you can save your export choices in an Export Configuration, which lets you perform the exact same export in the future without having to redo all of the selections.

To save your export choices, click Save at any point. 

Click Save
Click Save

To see your saved export configurations, click Existing Configs under the Import / Export category.

View existing export configurations
View existing export configurations

To load any of the export configurations, click its Edit button on the right.

2.7. Perform the export

Begin the export procedure by clicking Finish at any point.

Click Finish
Click Finish

A report is displayed when the export procedure is completed.

A report is displayed after the export is completed
A report is displayed after the export is completed

The report includes a table listing all of the items that were exported. Each item in the table is identified by the same type of icon you see in the Explore window, and a Location field tells you which project and file path the item was exported from. You can click on a row in the table to see the details of the exported item.

2.8. Download the export file

If the export is successful, the export file will be downloaded to your browser automatically. Otherwise, select Download from the top of the report. The file will be downloaded to your browser and it will be named DundasExport_NNN.dbie, where NNN is a timestamp.

3. Import from DBIE file

3.1. Go to the Import screen

To import a DBIE file to the current Dundas BI instance, go to the main menu and click Admin.

Click Admin from the main menu
Click Admin from the main menu

Expand the Import / Export category and click Import.

Click Import
Click Import

3.2. Select the export file

Click Choose File and select the export file (DBIE file) you want to import.

Tip
Alternatively, drag a DBIE file onto this screen.

The Import screen is displayed with steps corresponding to the import data.

3.3. Select the tenants for import

Select the tenant you would like to import.

Note
If you would like to include tenant-specific accounts, groups, or projects in your import, you must include the relevant tenant(s).

Click Next to proceed.

Import screen
Import screen

3.4. Select the accounts for import

Select the accounts you would like to import.

Click Next to proceed.

Select user accounts for import
Select user accounts for import

3.5. Select the groups for import

Select the groups you would like to import.

Click Next to proceed.

Select groups for import
Select groups for import

3.6. Select the projects for import

Select the projects you would like to import.

In this step you can be more specific and indicate the exact elements you are interested in (such as a specific data connector, data cube, metric set, or dashboard).

Click Next to proceed.

Select project items for import
Select project items for import

Note
Templates, themes, maps, and styles that come out-of-the-box with Dundas BI are protected and cannot be overwritten in the import.

3.7. Set advanced options

In this step, there are several advanced options (buttons) that can be toggled on or off. 

OptionDescription
All Versions Select this option to import all versions of selected items. Otherwise, import just the latest versions.
Referenced Items Select this option to import referenced and dependent items as well. This will include referenced Custom Attributes and Tokens, even if the respective options are not selected.
Group Memberships Select this option to preserve the group memberships of all groups selected for import.
Custom Attributes Select this option to import all custom attributes.
Tokens Select this option to import account, project, and global tokens.
Data Input Transform Data Select this option to import the data included in Data Input transforms.
Contextual Data Select this option to import the data included in contextual measures.
Resource Data Select this option to import data files (for example Excel) that have been uploaded to the application.

Click an option to turn it on or off
Click an option to turn it on or off

3.8. Perform the import

Begin the import procedure by clicking Finish at any time.

Click Finish to begin importing
Click Finish to begin importing

A report is displayed when the import procedure is completed.

A report is displayed after the import is completed
A report is displayed after the import is completed

The report includes a table listing all of the items that were imported. Each item in the table is identified by the same type of icon you see in the Explore window, and a Location field tells you which project and file path the item was imported to. You can click on a row in the table to see the details of the imported item.

4. Notes

  • Importing a data cube will include all jobs and schedules associated with that data cube. However, the included jobs will not run automatically. You will have to wait until the job is run by the Scheduler or right-click the data cube in the Explore panel and select Build Warehouse or Build In-Memory.
  • Notifications and Annotations are not included in the export and import of a Dundas BI project.

5. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri