Move a dashboard with an update set

Portal pages related to dashboard tabs are not automatically transferred in update sets. You can add portal pages to update sets from a dashboard record using the Unload Dashboard function, which unloads the entire dashboard with all related tabs, including portal pages.

Before you begin

Role required: admin

Procedure

  1. In the source instance, navigate to the location of the dashboard you want to unload, for example, Self-Service > Dashboards.
  2. Select the dashboard you want to unload to an update set.
  3. Click the context menu icon (The context menu icon) and select Dashboard Properties to open the dashboard record.
  4. Click the context menu icon (The context menu icon) and select Unload Dashboard.
    Only perform this step once the dashboard is ready to unload, meaning that all content is added to the tabs.
  5. When you are ready to move the update set, mark the update set as complete.
  6. On the target instance, move the update using standard update set functionality. For more information, see Retrieve an update set.
  7. (Required) On the target instance, make sure that all the tabs of the dashboard have associated portal pages. See Validate that tabs are moved to a target dashboard.
    If the portal page is missing in the Tab form, click the search icon (search icon) next to the Page field to search for the associated portal page.
    Note: If you cannot find the associated portal page in the target instance, follow steps 9–13 again to move the dashboard again through the update.

Result

The dashboard and its tabs are moved to the target instance.