Migrate Your Content Between Environments

Before you migrate content from a virtual environment you must first save all files as .bswx files. Otherwise, the steps that are involved in migrating content between virtual, development, test, and production environments are identical.

You can perform the following steps in Dashboard Designer by using the Ribbon, which is part of the Microsoft Office Fluent User Interface. Click the Microsoft Office Button Office button image , which is located in the upper corner of the Ribbon, to see a list of frequently used commands. You can use these commands to create and save a new workspace, or to change server settings.

What do you want to do?

Change the server name

Update the data source

Update the KPIs

Update the Scorecards

Update the Reports

Update the Indicators

Update the Dashboard

Publish the Dashboard and its Views

Change the server name

  1. Click the Microsoft Office Button Office button image and then click Options.

  2. In the Options dialog box, select the Server tab.

  3. Change the server URL to the URL for the server that will run PerformancePoint Monitoring Server.

  4. Click OK to close the dialog box.

  5. In the Ribbon, click Refresh, and then click Mark Differences, and Publish.

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Update the data source

  1. Select the first data source in your workspace file.

  2. Change the connection information to the new location of the data.

  3. Click Test Connection to ensure that your data source is properly configured.

  4. From the Properties tab, update the Owner field and the User Permissions field by adding the proper credentials.

  5. Repeat for each data source.

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Update the KPIs

  1. Select the KPIs folder in the Workspace Browser.

  2. Click the Workspace tab and then select all KPIs that are in the workspace.

  3. Click the Edit tab, and then click Bulk Edit.

  4. Use the box that is provided to type the description of the changes that you are making.

  5. Enter the name of the person who owns this action. (Optional)

  6. Create or select a display folder in which to save the newly edited KPIs.

  7. Click Next.

  8. Make the necessary edits. Click Finish.

  9. When you see the confirmation screen, click Close.

  10. Click the Home tab, and then click Publish All.

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Update the Scorecards

  1. In the Workspace Browser, click Scorecards.

  2. On the Server or Workspace tab, double-click the scorecard that has values that you want to update.

  3. Click the Edit tab.

  4. In the Scorecard Editor section, click Update.

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Update the Reports

Tip: This update is only required if there will be different users in the new environment.

  1. Select the Reports folder from the Workspace Browser.

  2. Select the Workspace tab, and then highlight all reports in the Workspace.

  3. Select the Edit tab on the Ribbon, and then click Bulk Edit.

  4. Update the Owner field by adding the proper credentials.

  5. Click Next, and then click Finish.

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Update the Indicators

Tip: This update is only required if there will be different users in the new environment.

  1. Select each indicator.

  2. Select the Properties tab, and then update the Owner field and the User Permissions field by adding the proper credentials.

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Update the Dashboard

Tip: This update is only required if there will be different users in the new environment.

  1. Select each dashboard.

  2. Select the Properties tab, and then update the Owner field and the User Permissions field by adding the proper credentials.

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Publish the Dashboard and its Views

  1. From the Home tab of Dashboard Designer, click Publish All.

  2. On the Edit tab, click SharePoint Site.

  3. Select the dashboard that you want to deploy. Click Next.

  4. Type the SharePoint URL (such as http://MyServer/).

  5. Select the document library for your published dashboard and click Next.

  6. Click Finish to accept the default master page and publish the dashboard.

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