export & import
24 April, 2013
david hi,
we work on an OEM project. the basic feature is them to have 2 main dashboards, which every customer that will install their system will have.
those 2 dashboards will assigned to a "report consumer" user in yellowfin.
my questions are:
a. we want to copy the whole reports & dashboards features as is to each customer that installs our customer's system,
including the colours configuration, cache refreshing schedule, users and roles etc. is it possible and recommended doing that by copying the yellowfin's database?
b. if yes, using this option has a backward compatibility?
thanks.
sharon.
we work on an OEM project. the basic feature is them to have 2 main dashboards, which every customer that will install their system will have.
those 2 dashboards will assigned to a "report consumer" user in yellowfin.
my questions are:
a. we want to copy the whole reports & dashboards features as is to each customer that installs our customer's system,
including the colours configuration, cache refreshing schedule, users and roles etc. is it possible and recommended doing that by copying the yellowfin's database?
b. if yes, using this option has a backward compatibility?
thanks.
sharon.
Hi Sharon,
If you want to replicate 1 environment for all new users, you are best to have a Yellowfin DB that you can ship with the installer.
However the only thing you need to be wary of, is the version the database was built on, and the version they wish to install.
The database is not backwards compatible, so after each major release you will need to create new backups that are sent with the installer.
Alternatively you can create dashboard exports (and import these as part of the installation process) and also run sql queries against the database to set certain configuration settings.
However since you want to configure quite a few options, it's probably easier just to use a DB backup.
Regards,
David
If you want to replicate 1 environment for all new users, you are best to have a Yellowfin DB that you can ship with the installer.
However the only thing you need to be wary of, is the version the database was built on, and the version they wish to install.
The database is not backwards compatible, so after each major release you will need to create new backups that are sent with the installer.
Alternatively you can create dashboard exports (and import these as part of the installation process) and also run sql queries against the database to set certain configuration settings.
However since you want to configure quite a few options, it's probably easier just to use a DB backup.
Regards,
David