9.2

Edit

WorkFusion Analytics custom dashboards backup and restore

General migration flow

Workbook migration flow includes the following steps:

  1. Download Workbook.
  2. Change data source connections if needed.
  3. Rename Workbook according to the naming convention.
  4. Publish Workbook to a new instance.

Backup

Backup dashboards means download them from WorkFusion Analytics Server.

WorkFusion Analytics Server 9

  1. Open WorkFusion Analytics Server page and select appropriate Site.

  2. Click Projects.

  3. Choose the needed one.

  4. Find workbook for downloading and expand workbook menu by pointing and clicking three dots.

  5. Click Download. Workbook file .twbx will be downloaded.

WorkFusion Analytics Server 10

  1. Open WorkFusion Analytics Server page and select appropriate Site.

  2. Click Projects.

  3. Choose the needed one.

  4. Find workbook for downloading and expand workbook menu by pointing and clicking three dots.

  5. Click Download. Workbook file .twbx will be downloaded.

Restore

WorkFusion Analytics Desktop usage

Step 1: Change connections (optional)

If all connections to database server remain the same, skip the step and proceed to the next.

  1. Open recently downloaded workbook file in WorkFusion Analytics Desktop.

  2. Go to worksheet by pointing and clicking Go to sheet button in the Dashboard section.

  3. On Data tab, right-click the data source and choose Edit data source...

  4. Edit data base connection settings and click OK. Move to the dashboard sheet.

Step 2: Sign into Server

  1. On menu bar, choose Server - Sign in...

  2. Enter BI server URL and click Connect.

  3. Enter WorkFusion Analytics Server credentials and click Sign In (a user should have Publisher, Site or Server Administrator role).

  4. Select appropriate Site for publishing.

Step 3: Publish Workbook

  1. On the menu bar, choose Server - Publish Workbook...

  2. Check the Project and Name fields.

    It's important to use _custom postfix in name, to meet WF Dashboard configuration requirements. The name should not start with a digit. After the workbook is published, the dashboard will appear on the Analytics > Custom page of CT.

  3. Choose the Show sheets as tabs option. Optionally, there is an opportunity to add a refresh extract schedule.

  4. Click Edit in the Sheets section and select sheets to publish.

  5. Click Edit in the Data Sources section and change the publish type to Embedded in workbook and authentication mode to Allow refresh access.

  6. Click Publish.

  7. Check the published workbook on BI server.

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