Back up and Restore the Edited Dashboards

Use the Dashboard Import Export Tool to back up locally saved editable dashboards. Perform this procedure when updating on-premise 11.0.3, 12.0, or 12.1 to on-premise 12.2.

First, create a backup by exporting the saved dashboards. The tool converts Tableau Workbook so that it can be imported later to a new version of Tableau. After you set up a new Dashboard Server or updated the old one, import the backup file.

The Dashboard_Import_Export_Tool zip file is part of the main setup package. The Dashboard Server must be up and running for the tool to work.
Files Description

export

Use this file to back up the dashboards.

export.properties

Use this file to define the properties for exporting dashboards.

import

Use this file to import the backed up dashboards to the new or updated server.

import.properties

Use this file to define the properties for importing dashboards.

readme

Includes instructions how to use the tool.

Procedure

  1. Step 1 Download the latest Aternity on-premise's main setup package from the Riverbed Support Site (learn more).
  2. Step 2 Unzip and open the Dashboard Import Export Tool folder.
    Note

    It is possible to run the tool from any machine with access to the Tableau server web app. However, it is recommended to run it from the Dashboard Server or Management Server.

  3. Step 3 Before updating Dashboard Server, export current saved dashboards by doing the following:
    1. a Open export.properties and update the following properties:
      Field Description
      taburl

      Enter the URL of the Tableau server. (For example, https://mydashboards.company.com or http://1.2.3.4)

      tabsite

      Enter the name of the site Aternity uses in Tableau. It was defined when originally deploying/publishing dashboards.

      tabuser

      Enter admin username for Tableau server. It was defined when Tableau was originally deployed.

      tabpwd

      Enter admin password for Tableau server. It was defined when Tableau was originally deployed.

      dir

      Enter the directory on your drive where you want to save the exported dashboards. It is not necessary to create this directory in advance.

      tabver Enter the version of Tableau (enter 10.4 for Aternity on-premise 11.0.3 or 2019 for Aternity on-premise 12.0/12.1.
    2. b In the folder with the extracted migration tool, open the command line as Administrator and run export.bat and wait for the process to finish.

      The logs folder is now being created.

      Once finished, check that all the dashboards exist in the backup folder you predefined.

    3. c Make sure that the number of dashboard files in the output directory is as expected.
  4. Step 4 After updating Dashboard Server, Dashboard Gateway, and Management Server and after publishing the Dashboard Layouts, import the backed up dashboards by doing the following:
    1. a Open import.properties and update the following properties:
      Field Description
      taburl

      Enter the URL of the Tableau server. (For example, https://mydashboards.company.com or http://1.2.3.4)

      For a new server, the URL should be of the new server. For the updated server, the URL is the same when exporting and when importing.

      tabsite

      Enter the name of the site Aternity uses in Tableau. It was defined when originally deploying/publishing dashboards.

      tabuser

      Enter admin username for Tableau server. It was defined when Tableau was originally deployed.

      tabpwd

      Enter admin password for Tableau server. It was defined when Tableau was originally deployed.

      dir

      Enter the directory on your drive where you saved the backup file.

    2. b In the folder with the extracted migration tool, open the command line as Administrator and run import.bat and wait for process to finish.
      Note

      In case the import process fails and there is an additional folder inside the main export folder, please archive the export folder and the logs folder and send them to your Aternity representative. Then, delete the unexpectedly created additional folder and run the import.bat file again.

  5. Step 5 Open a browser and sign in to Aternity.
  6. Step 6 Verify that you can see the full set of Aternity dashboards in your system.

    The dashboards might not display performance data at this stage, as you have not yet created all the servers required to gather new data from devices.