WebFOCUS Online Help > Managed Reporting Administrator > Change Management > Dashboard Change Management

Dashboard Change Management

How to:

Dashboard Change Management enables administrators to move Dashboard Views from one environment to another (for example, from a development environment to a testing environment). Dashboard Change Management enables you to selectively move individual pieces of your Dashboard (customizations, personalizations, Public/Group views, and so on) so that you can introduce incremental updates from one environment to another.

Dashboard Change Management works in conjunction with Managed Reporting Change Management. You move procedures using Managed Reporting Change Management, and Dashboard views using Dashboard Change Management.

All Dashboard Change Management export and import files are stored in the WebFOCUS\worp\management directory.

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Procedure: How to Access the Dashboard Change Management Utility

You must be an administrator to access the Dashboard Change Management utility. Also note that the Change Management Utility is a single-user system and shares logon information with the Dashboard View Builder. Therefore, if someone is logged on the View Builder, another user will not be able to run the Change Management utility on that system.

  1. Access the Dashboard Change Management utility from the:
    • WebFOCUS Welcome page (http://server/ibi_apps/). Click Business Intelligence Dashboard Change Management in the Dashboard and Managed Reporting category.
    • Dashboard View Builder. Click Management.
    • URL http://server/ibi_apps/bid/bidcmlogin

    The Login page opens.

  2. Enter your user ID and password and click Logon.
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Procedure: How to Export Dashboard Files
  1. In the Dashboard Change Management utility, click the Export tab.
  2. Select the Automatically select Users assigned to selected View check box to automatically select users assigned to any views you select for export.
  3. Open each category (Public Views, Group Views, Users, Role Tree, Toolboxes, Templates) and select the check box adjacent to the files you want to export.
  4. Click Export Selected. The file is named time_date.zip.
  5. From the list of available WebFOCUS BID Management files, select your file and click Download File to save the file to a local directory.

    The Save As dialog box opens.

  6. Navigate to the location where you want to save the file and click Save.

Note: Both the file name and the .zip file extension should not be changed in order for the Dashboard Change Management utility to recognize the file and process it correctly.

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Procedure: How to Import Dashboard Files
  1. Log in to the Change Management utility or the Dashboard View Builder for the target system.
  2. In the Dashboard Change Management utility, click the Import tab.

    Note: You can also use FTP to import files from one system to another. If you use this method, place the file to import in the WebFOCUS\worp\management directory of the target system. The file must be transferred in binary format.

  3. If the file you want to import is not already listed in the list of available WebFOCUS BID Management files:
    1. Click the Browse button and navigate to the file.
    2. Click Upload File.

    The file appears in the list of available WebFOCUS BID Management files.

  4. Select the file to import from the list of available WebFOCUS BID Management files and click Import File.
  5. Select the items from the file you want to import. Select the Check to automatically select Users assigned to selected View check box to automatically select users assigned to any views you select for import.
  6. Click Import Selected.

    Note: Importing a large Change Management file may result in an HTTP500 error. If the error occurs, recreate the Change Management extract file as multiple files and import each file separately.

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