Import or Export Sources
This applies to: Visual Data Discovery
You can import or export one or more sources in JSON format, including related connection information. When you import visuals or dashboards, their sources are also imported; this process allows you to import only sources and related connections.
Note: Special characters are not supported for import or export. If the name of a source contains special characters, change that name before continuing.
All users can view the Sources page.
To import sources, you must log in as a user who belongs to a group with the Create New Data Sources or Administer Sources privilege.
To export sources, you must log in as a user who has read permissions for the sources and associated connection or connections.
-
If you're importing and exporting a source using the import export API, you can define and use a unique key to identify the source.
API documentation is provided with your Symphony installation at this link:
<symphony-URL>/discovery/swagger-ui.html
.
Import
Log in as a user with the Create New Data Sources, Administer Sources privilege. If you are logged in as a tenant admin, verify you're in or switch to the appropriate tenant.
Select Sources on the UI menu. The Sources work area opens.
Select Import Source in the data sources work area. The Import Source dialog opens.
-
Browse to and choose the
json
file for the sources you want to import, then select Open.The Import Sources dialog populates with information about the objects that make up your sources and the settings you can use to define how your software inserts each object.
-
Add and remove tenants by selecting the Tenants field. Add or remove them from the list or field.
Note: Only system admins or members of the Content Distributors group (VDD Content Distributor) see the Tenants field. If this field is not shown, the content is imported into the tenant you are currently working in. -
Optionally, enable or disable Ignore Warnings.
When you enable Ignore Warnings, a Tags field is added to the Import work area. Add or create tags to apply to objects that do not import cleanly.
If errors occur during import, your software adds the tags you select to the affected objects.
Use the tags to find objects you need to fix.
Note: When you enable Ignore Warnings, items that can be imported with warnings are imported and tagged. Use these tags to find and fix the warnings in tagged objects. When disabled, no objects are imported, and errors are returned to aid in troubleshooting. -
Select an Insertion Strategy for each group of objects.
Note: The groups of objects varies based on what objects are in your JSON file.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.
Use the default Matching Strategy or select the appropriate strategies for your sources in the order you want the strategies to be processed. See Matching Strategies.
Enable Share Default Access With All Users to immediately give your users access to the items you import.
After you've confirmed your choices, select Import. The visuals are imported and a success message is returned if objects import successfully or with accepted warnings. Any items imported with warnings have your selected tags applied
Matching Strategies
When you import objects into Symphony, combine these matching strategies with your selected insertion strategies to meet your organization's needs. The strategies are applied in the order you select. When you create new objects, matching strategies are not used.
Sources
Strategy |
Notes |
---|---|
By Name |
The default strategy used if no other strategies are selected. |
By Origin ID |
|
Connections
Strategy |
Notes |
---|---|
By Id, Type, and Parameters |
A default strategy used if no other strategies are selected. Used with By Type and Parameters if it's not deselected. |
By Type and Parameters |
A default strategy used if no other strategies are selected. Used with By Id, Type, and Parameters. |
By Name |
|
By Name and Type |
|
By Origin ID |
|
By Type and Parameter Keys |
|
Export
Log in a user who has read permissions for the sources and associated connection or connections you want to export.
Select to export one or more sources by selecting the checkbox for a source to export. The Export Selected Items button becomes active.
Select Export Selected Items. You browser downloads the selected items in JSON format, placing them in the location you select or the default location for your browser downloads.
Comments
0 comments
Please sign in to leave a comment.