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How do I migrate views and reports from dev to production

Hello -

I work in an IT shop that follows a source code promotion process like the one described below.
1. Developer creates a view or a report or updates existing ones.
2. Developer checks code files into version control software.
3. System administrator moves code files to the QA environment.
4. QA team tests application and approves for production.
5. System administrator moves code files to the production environment.

How does Yellowfin work in such an environment? How does one promote new or modified Yellowfin reports and views from dev to QA to production?

Thanks for your help,

Mark
Hi Mark,

Moving views/reports from QA to Production is extremely easy.

We have an Import/Export feature that can be used export a:
-Datasource
-View
-Report Category
-Individual Report
-Dashboard TAB
-Images & Maps
These are exported as XML files.

So QA will simply create view/reports etc... and then once they are satisfied with the result, they will export this.

The end user will then import the exported XML file.

More information can be found in the
'Administration Guide - Connections, Views & User Management'
(pg. 171) Chapter 13 Export & Import Report Repository

Please let me know if you have any further queries.

Regards,
David
Hi David - Thanks, that's the information I was looking for.

Mark
Hi,

is there a way to import automatically via scheduler?
lets say i have a client and i build 10 reports as a request.

can i export to xml , then put it on on a folder on his server
or in the web (ftp) while configure a schedule task to search for an xml
there and if it finds ,it will make the import automatically? (silently)

thank you

itamar


Hi Itamar,

This may be possible using a standalone importer.
This would need to be done while Yellowfin is closed, and you will have to create this yourself.

We currently have no documentation for this so I will need to ask the development team how this can be achieved.

I will let you know as soon as I have any information.

Regards,
David
We need this too, any update?
Hi,

I believe what you're after is covered here: Automate or script import and export integration

Using web-services you can automate your own code to do the import/export.

Hope this helps.

Regards,
David