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(v23) Import a Data Discovery Dashboard

  • Updated

Import a Data Discovery Dashboard

This applies to: Visual Data Discovery

Import one or more dashboards

  1. Log into Symphony as a user with the Manage Connections, Administer Sources, Administer Visuals and Administer Dashboards  group privilege.

  2. Select Library on the UI menu. The dashboard library work area opens.

  3. Select Import Dashboard in the library work area. The Import Dashboards dialog opens.

  4. Browse to and choose the json file for the dashboards you want to import, then select Open.

    The Import Dashboards dialog populates with information about the objects that make up your dashboards and the settings you can use to define how Symphony inserts each object.

    Use this work are to define what JSON file to import, for which tenants, using what insertion strategies

  5. Add and remove tenants by selecting the Tenants field. Add them from the list that opens, remove them, then optionally enable or disable Ignore Warnings.

    Note: When you enable Ignore Warnings, objects are imported and server errors are overridden when possible. This allows you to troubleshoot the errors in your environment. When disabled, no objects are imported, and server errors are returned to aid in troubleshooting outside of your environment.

  6. Select an Insertion Strategy for each group of objects.

    Note: The groups of objects varies based on what objects are in your JSON file. For example, dashboards that contain only local visuals will not import visuals as separate objects to include in the Visual Gallery.
    • Always create objects: Select to create an object every time, even if an existing object exists with the same name or unique ID.
    • Reuse existing objects: Select to create an object if no object with the same name exists. If an object with the same name or unique ID exists, the original object is reused.
    • Update existing objects: Select to update (overwrite) an existing object with the same name or unique ID. If an object with the same name does not exist, an object is created.

  7. After you've confirmed your choices, select Import. The dashboard is imported and a success message is returned.

Note: If you import an exported source that has an associated translation file, you must re-upload the translation for that source.

Dashboard Import Defaults

  • Dashboards with a unique name are imported with that name. If the name is not unique, the newly imported dashboard is imported and the name appended with a date and time appended to the name.

    Important: Trying to import a dashboard that uses the same source name as an existing source but uses different connection details or credentials may cause issues. Change the name of the source before you export it from one instance and import it into another.

  • Items unique to a dashboard, such rich text snippets, are created with the new dashboard.

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