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Resource Migration

  • Recent Updates: July 13, 2022
  • Ⅰ. Overview

    1. Version

    FineBI version

    JAR package

    new features

    5.1

    2019-01-15

    -

    5.1

    2020-01-15

    Support for exporting raw Excel   attachments of Excel datasets together

    5.1.11

    2020-04-01

    Added "Export Hyperlink Jump   Templates Simultaneously" button to support exporting directory   sub-templates together

    5.1.12

    -

    Support export and import   "Data Connection"

    Support import and export of   "server dataset"


    2. Application scenarios

    When using a Decision-making System, the test environment system is often used for deployment and development, and it is determined that there is no problem before migrating to the formal system.

    Therefore, it is necessary to incrementally migrate dashboards, business packages, etc. from the test environment to the formal environment.

    Ⅱ. Function introduction

    FineBI provides a resource migration function, which supports the incremental migration of dashboards and dashboard-dependent resources and permissions from the test system to the formal system.

    Log in to the data decision-making system with Super Control, click "Manage > Intelligent Operations > Resource Migration", which is divided into two parts: "Resource Export" and "Resource Import", as shown in the following figure:

    • Resource export: Export resources that need to be migrated to other systems from the server for subsequent migration. The types of resource export are divided into catalog and BI data table.

    • Resource import: Import the resources that need to be migrated into the new system, that is, migrate to the new system

    2022-07-13_15-31-12.png

    Ⅲ. Index

    Resource Type

    Operation guide

    Table of contents

    Resource Migration Directory

    BI data sheet

    Resource Migration BI Data Sheet

    Data Connections

    Resource Migration Data Connection

    server dataset

    Resource Migration Server Dataset

    4. Precautions

    1) The resource migration function is only supported by super administrators, and sub-administrators cannot perform resource migration even though they have been assigned the authority for intelligent operation and maintenance.

    2) For formal projects, you need to purchase the "Intelligent Operations" function point to use the "Resource Migration" function.

    3) Please ensure that no one else uses the super administrator account during the resource migration process, otherwise some execution requests may be cancelled.

    4) It is not recommended to synchronize to the company project in the form of resource migration after the personal PC project development template.

    Because there is no administrator maintenance on the personal PC side, resource migration often fails due to out-of-sync JAR packages or out-of-sync resource and configuration issues, resulting in high operation and maintenance costs.

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