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Table of Contents
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Overview

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Yellowfin provides you with the capacity to export all your content definitions including the related entities from one instance of Yellowfin (e.g. QA) and import these into a separate instance (e.g. Production).

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Content Dependencies

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When exporting content, it's important to not only select the items you wish to export, but also all other items the main content may depend on to work.

Yellowfin's content dependency structure is illustrated to the right.

For example, if you are exporting a Report you will need to either:

  1. include all images it uses, the category and sub category it's stored in, and the view and source connection it's based on, or
  2. ensure all the items above are already available in the instance you plan on importing the item into
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Database Independence

If you are using the export and import functions to migrate Yellowfin across platforms then you will have to be mindful of any hard coded SQL. Examples of this may be:

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Yellowfin cannot test for these SQL anomalies and you should test your export and import processes across platforms in your test environment prior to migrating into production.

Export Process

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1. To export definitions from Yellowfin click on Administration > Export in the main navigation menu.

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5. You will be prompted to save the file to your local drive. Save the file onto your local file server – for later use.

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Import Process

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

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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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