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Move a dashboard with an update set

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

About this task

This procedure describes moving the dashboard structure to an update set. The dashboard structure includes the dashboard itself, tabs, the related security configuration, and dashboard-specific widget settings such as header color, borders, etc.

This procedure does not move the content of the dashboard (such as reports, PA widgets, content blocks, and other widgets) to the update set. You can add dashboard content to the update set using default platform functionality.

Note: Make sure that dashboard content is in either in the same update set as the dashboard record or is already present in the target instance. Errors result if the moved dashboard points to content that does not exist on the target instance.

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.
    On the Remote Instance page, the Retrieved Update Sets related list shows all retrieved update sets. Click the update set to see if there are errors. Errors are shown on the Retrieved Update Set form in a related list called Update Set Preview Problems. See Solving errors on dashboards moved with update sets.
  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 these steps to move each missing portal page through the update:
    1. Navigate to Homepage Admin > Pages.
    2. Filter the list to show only the portal page with the sys_id you copied.
    3. Right-click the record and select Unload Portal Page.Portal page record context menu with the item Unload portal page selected.

      The portal page for the current tab is added to the current update set.

    4. Move the update set to another instance using standard update set functionality. For more information, see Retrieve an update set.

Result

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