Import and export a project

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1. Overview

This article shows you how to use the export and import options available to administrators for Dundas BI projects, their files such as data cubes and dashboards, and other files and objects.

Various items 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 another 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. Importing content that already exists overwrites it with the version contained in the export file.

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 or import

Click Admin in the main menu on the left, expand Import / Export, and then click Export or Import.

Import / Export options
Import / Export options

If you are importing an existing DBIE file, click Choose File to browse to it, or you can drag and drop the file.

Next, step through each type of item:

  • Tenants – Available only on multi-tenant instances.
  • Accounts – User accounts.
  • Groups – Account groups.
  • Static Resources – Custom files used when white labeling or customizing the application.
  • ProjectsProjects and the files contained in its folders, including data connectors, dashboards, styles & themes, etc.
  • NotificationsNotifications created by a user for a view (this account and view must exist when importing).
  • Settings – Application configuration settings that you want to save, load, or migrate.
  • Advanced Options – Export or import additional kinds of items, or access important options related to the items you selected.

Step through each type of item
Step through each type of item

Some steps are detailed further in the following sections.

Each step is optional and you can click Next without selecting items if you aren't interested in them. When importing, some options will not be available if they weren't included when exporting.

3. Selecting tenant items

The Tenants step is only available on instances containing tenants, or if the export file contains tenants when importing.

Select tenants in this step to export or import the tenants themselves, or to be able to include accounts, groups, projects, files, and other items that belong to these tenants in later steps.

Select tenants to export
Select tenants to export

In the steps that follow, tenant items may be identified separately, or you may need to select the tenant from a dropdown before being able to select its items.

You can also use the advanced option All Tenants when exporting to be able to use other options such as All Accounts for items like tenant accounts.

4. Selecting projects and files

Exporting and importing is often used to save or transfer projects or some of their files.

In the Projects step, you can click to expand each item and use the checkboxes to select entire projects, or only specific folders or files within them, such as specific data connectors, dashboards and reports, etc.

Select project items
Select project items

Note
Files need to be checked in to export them unless the advanced option Checked Out Versions is enabled.

When selecting specific items, any other items they rely on will automatically be included by default, such as metric sets, data cubes, and data connectors, according to the advanced option to include Referenced Items that is enabled. When importing, these files must have been included when exporting to the file to be able to import them.

Personal projects (named 'My Project') belonging to users are not listed in this step. To export these projects, select their Accounts instead, and leave the advanced option enabled to Include User Projects.

When importing, your Dundas BI instance may already contain some of the same content as the DBIE file if it was exported from there originally or imported earlier. In these cases, items will be replaced by the version in the DBIE file. (Different content that was created with the same name and location is not replaced because it will have a different ID. The imported content may instead be renamed to avoid confusion.)

5. Set advanced options

In this last step before exporting or importing begins, there are several advanced options that can be toggled on or off. It is possible to click Finish before you get to this step if you know you want to use the existing selections.

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

Some important advanced options are described below.

5.1. All versions

Select All Versions if you want to include the entire revision history of each file, including the ability to rollback to previous revisions, otherwise only the latest checked-in revision will be included.

Note
When using this option and importing a data connector that already exists, the existing data connector's settings will be overwritten.

5.2. Referenced items

Leave the Referenced Items option enabled to automatically include all referenced items that the files you selected from projects depend on. This includes items such as custom attributes and tokens that are referenced by selected data cubes or metric sets, even when not explicitly selecting to include any other items. Referenced items do not include input data or data resources such as uploaded Excel files, as described in the next section.

Important
You may not be able to import or use files later if referenced files are missing, and they may not function correctly without other referenced items such as tokens. You can leave out referenced items when exporting if they will already exist when importing.

5.3. Data, corrections, and notes

The following advanced options involve data and user input that may be considered sensitive or to be handled with caution, and are not included by default when exporting or importing:

  • Data Connector Settings – (Import only) Connection settings in data connectors. The All Versions option will have the same effect.
  • Data Input Transform Data – Data stored in a data cube's Data Input transform, whether entered directly into the transform or as a data source for a metric set, or input through data input interactions on a dashboard or other view.
  • Contextual Data – Data entered into a contextual measure in a metric set.
  • Resource Data – Uploaded Excel, CSV, or other data files used for a data connector.
  • User Input EntriesNotes added to data from selected or existing data cubes, and measure corrections (data annotations) for selected or existing metric sets.

It can be important to include this data when exporting, however you should use caution when importing as existing data will be overwritten for associated files that already existed in that Dundas BI instance.

5.4. Publish histories

If you use the Publish feature for publishing files from one project to another in a single Dundas BI instance, a relationship is created between the corresponding files to help when re-publishing the same content again later.

You can select to include the Publish Histories of selected project items to maintain these relationships when publishing again in the future.

6. Save configuration

When exporting, you can click Save if you want to reuse your selections again later to perform the exact same export in the future or on a regular basis.

Click Save
Click Save

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

Existing export configurations
Existing export configurations

To use an export configuration, select it and click Open in the toolbar.

7. Finish

Begin the export or import procedure by clicking Finish after reviewing all of the options, or at any point if you know all desired options are selected.

Click Finish
Click Finish

A report is displayed when the procedure completes.

A report is displayed upon completion
A report is displayed upon completion

Note
Importing a data cube that uses warehouse or in-memory storage will include its storage jobs and schedules, but the jobs will not automatically run immediately. You will need to build the cube's storage or wait until the job runs according to its schedule.

The report details all of the items that were exported or imported along with any errors or warnings that you should review.

Click to navigate through each section on the left to list its items in the table to the right. You can click on a row in the table to see more details in a dialog.

7.1. Download the export file

When you are exporting and the process was successful, the export file will normally be downloaded automatically, otherwise you can click the Download button. The file will be named DundasExport_<Date>_<Time>.dbie to include the date and time of the export.

8. 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:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri