Dashboard Change Management

How to:

Dashboard Change Management enables users permitted to access Dashboard Change Management to move Dashboard Views from one environment to another (for example, from a development environment to a testing environment). Dashboard Change Management enables you to selectively move individual pieces of your Dashboard (customizations, personalizations, Public and Group views, and so on) so you can introduce incremental updates from one environment to another.

Dashboard Change Management works in conjunction with Managed Reporting Change Management. You move procedures using Managed Reporting Change Management and Dashboard views using Dashboard Change Management.

All Dashboard Change Management export and import files are stored in the drive:\ibi\WebFOCUS81\worp\management directory.
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Procedure: How to Access the Dashboard Change Management Utility

You must be a user with the Dashboard Change Management privilege in order to access the Dashboard Change Management utility.

The Dashboard Change Management utility is only accessible from View Builder.

  1. Access View Builder from the WebFOCUS Welcome page at: 
    http://hostname[:port]/ibi_apps/

    Alternatively, you can type:

    http://hostname[:port]/wf_context_root/bid/vblogin

    to directly access the View Builder.

  2. Click the Sign In banner link.
  3. Enter your user ID and password.
  4. Click on Tools from the Menu Bar and select View Builder.
  5. Click Management.
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Procedure: How to Export Dashboard Files
  1. In the Dashboard Change Management utility, click the Export tab.
  2. Select the Automatically select Users assigned to selected View check box to automatically select users assigned to any views you select for export.
  3. Open each category (Public Views, Group Views, Users, Role Tree, Toolboxes, Templates) and select the check box adjacent to the files you want to export.
  4. Click Export Selected.

    The file name format is MMDDYYYY_HHMMSS.zip, where MMDDYYYY is the month, day, and year, and HHMMSS is the hour, minute, second that the zip file was created.

  5. From the list of available WebFOCUS BID Management files, select your file and click Download File to save the file to a local directory.

    The Save As dialog box opens.

  6. Navigate to the location where you want to save the file and click Save.

Note: Both the file name and the .zip file extension should not be changed so the Dashboard Change Management utility can recognize the export file and process it correctly.
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Procedure: How to Import Dashboard Files
  1. Log on to the Dashboard View Builder for the target system.
  2. In the Dashboard Change Management utility, click the Import tab.

    Note: You can also use FTP to import files from one system to another. If you use the FTP method, place the file to import in the WebFOCUS\worp\management directory of the target system. The file must be transferred in binary format.

  3. If the file you want to import is not already listed in the list of available WebFOCUS BID Management files:
    1. Click the Browse button and navigate to the file.
    2. Click Upload File.

      The file appears in the list of available WebFOCUS BID Management files.

  4. Select the file to import from the list of available WebFOCUS BID Management files and click Import File.
  5. Select the items from the file you want to import. Select the Check to automatically select Users assigned to selected View check box to automatically select users assigned to any views you select for import.
  6. Click Import Selected.

Note: Importing a large Change Management file may result in an HTTP500 error. If the error occurs, recreate the Change Management extract file as multiple files and import each file separately.

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