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Overview |
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How do I transfer content from one Yellowfin instance into another?
You can do this by exporting your content into an external file (such as a yfx file) and then importing that yfx file into the destination system.
Why do I need to export content?
If you have a multiple environment infrastructure, this functionality allows you to transfer content from one instance to another (such as from QA to production).
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How do I export content?
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Follow the steps below to export content:
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This procedure is only for users who have permission to access this module |
1. Expand the left side navigation menu by clicking on its icon
2. Go to Administration > Export
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3. Once on the Export screen, use the Search panel on the bottom left to search for the content that you want to add to the file. (To better understand how to operate this search panel, click here.)
4. Drag and drop the chosen content across to the export list panel
5. You can view the status bar for a quick glimpse into the content you have selected from the file. (Click here to discover each of the features of this status bar in detail.)
6. If you want to delete anything from the export list, simply select and drag it out of the export panel.
Or hover over the content item you want to remove until a delete icon appears at the end, and then click on it
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1. To import definitions into Yellowfin click on Administration > Import in the main navigation menu.
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Yellowfin’s export and import modules let you to migrate your content between multiple Yellowfin instances, saving you time and effort from creating the same data in each environment individually.
Unlike the previous versions, Yellowfin 7.3+ tracks and compares each file you transfer through its universally unique identifiers (or UUID), to restrict multiple copies of the same reports and data from existing in an environment. Therefore, even if the same files have different names, Yellowfin will be able to detect that they’re a match and warn you from copying them, saving you from an overload of redundant data from existing in your system.
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