Exporting and importing dashboards

You can migrate dashboards from one environment to another environment using Export Configuration and Import Configuration.

Before you begin

Read Migrating OpenPages environments to ensure that you are familiar with how to use Export Configuration and Import Configuration.

About this task

Dashboards are exported or imported as part of the profile that they belong to.

You can migrate dashboards that have been defined per profile by an administrator with the Open Administration menu Administration menu > Solution Configuration > Dashboards task.

When you export dashboards using Export Configuration, the dashboards for the profiles you select are exported to a migration file.

Panels that users have manually added to their dashboard are excluded.

An alternative to using Export Configuration and Import Configuration is to use the ObjectManager tool. For more information, see Migrating configuration changes.

Procedure

  1. Follow the instructions described in Exporting configuration items from the source environment and choose the profiles to export.
  2. Follow the instructions described in Importing a migration file to import the migration file into a target environment.
  3. Access and test the dashboards in the target environment. Verify that the content of the dashboards is correct.