Editing the Business Intelligence Folder Items for Portability

If you intend to copy a Business Intelligence folder item to another system, it is worthwhile to examine the exported XML and make any necessary edits, discussed in the following subsections.

Also note the following points:

When you export a dashboard, the system does not automatically export any pivot tables that it uses. It is your responsibility to identify and export the pivot tables as well.
References between Business Intelligence elements (such as from a dashboard to any pivot tables) are made by name.

Removing <filterState> Elements

If it was saved in a previous release, a folder item definition might contain <filterState> elements, which are no longer supported. If so, you should remove these — that is, remove both the starting tag <filterState> and the matching ending tag </filterState>.

Stripping Out Local Data

A folder item definition might also contain information that is local to your system and not available on another system (depending on what elements you package and share between systems). Check the XML for the following items:

localDataSource attribute

Where found: <widget> elements in exported dashboards.

This attribute contains any local overrides performed in the Mini Analyzer. You should always clear this when you use the exported XML in another system. For example, change this:

localDataSource="$LOCAL/Basic Dashboard Demo/SamSmith/590125613.pivot"

To this:

localDataSource=""

Or remove the localDataSource attribute.

owner attribute

Where found: All folder items.

This element contains the name of the user who owns this item. If the given user does not exist on the target system, edit this attribute. You can set the attribute to null. For example, change this:

owner="DevUser"

To this:

owner=""

Or you can remove the attribute.

resource attribute

Where found: All folder items.

This element contains the name of the resource used to secure this item, if any. If this resource does not exist on the target system, edit this attribute. You can set the attribute to null or even remove the attribute.

createdBy attribute

Where found: All folder items.

This element contains the name of the user who created this item. You can set the attribute to null or even remove the attribute. If you do so, when the XML is imported (or the container class is compiled), createdBy is set to the current user.

timeCreated attribute

Where found: All folder items.

This element contains the date and time (UTC) when this item was created. You can set the attribute to null or even remove the attribute. If you do so, when the XML is imported (or the container class is compiled), timeCreated is set to the current time stamp.

lastAccessed attribute

Where found: All folder items.

This element contains the date and time (UTC) when this item was last accessed by a user. You can set the attribute to null or even remove the attribute. If you do so, when the XML is imported (or the container class is compiled), timeCreated is set to the current time stamp.

Importing an Exported Container Class

Exporting Folder Items to a Container Class