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Overview

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Yellowfin's export and import modules let you migrate your content between multiple Yellowfin instances,

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for example allowing you to transfer content from one instance to another (such as from QA to production). 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. This module enables you to track and compare 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 a are match and warn you from copying them, saving you from an overload of redundant data from existing in your system.

 

An important concept to know about here is content dependencies, which we will learn about next.

 

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Content Dependencies

Dependencies are any content that the main or primary content is dependent on to function properly in a Yellowfin environment. For example, a report is dependent on a view, and the view on a data source. Therefore, for the report to work in a Yellowfin instance, it relies on that view and data source to be present in that instance.

Yellowfin's content dependency structure is illustrated below.

 

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When transferring dependencies

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you don't need to worry about mapping each content with your data; Yellowfin will detect if the correct items are already present in the destination environment. If they aren't, you will receive warnings of the missing data and be asked to assign replacements.

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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).

Exporting and Importing

Refer to either of the procedures to learn how to perform the export or import processes.

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Only Yellowfin users and administrators who have special rights and permissions to export and import content, can carry out these tasks.

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

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2. Go to Administration > Export

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You could also get to the export screen by following the path below:

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Administration > Admin Console > 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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Understanding the Status Bar

Click here to learn more about the unique status bar on these screens, including the functions that you can perform through it.

 

 

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1. To import definitions into Yellowfin click on Administration > Import in the main navigation menu.

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Related links:

The Export Process

The Import Process

Searching for Export Content

Navigating the Status Bar

 

 

 

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2. Select the exported XML file from your file server by clicking the browse button and using the file upload form to select the appropriate file. Click next to continue.

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3. Yellowfin will now display each element in the import file on the right hand side of your screen and provide you import options in the central form on your screen.

You can choose to import or skip any item in the import file. If you skip dependent items such as a data source for a report then Yellowfin will prompt you to select the appropriate substitutes for those specific items.

Choose your import options for each item and click next to navigate through all the items in the file until you reach the summary.

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4. On the summary - if all items have been processed correctly - you can click Import to complete the process.

If an error has been detected Yellowfin will display the error message for the problematic artefact. You can choose to continue to Import or fix the issue and begin the process again.

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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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