Import Report or Dashboard Definition

Note

Import Report or Dashboard Definition is available from release v2.8.0.

Import Page

The Import Page allows system admin to:

  • Import reports and dashboards from definition files to system or specific tenant
  • Import reports/dashboards to either Global Category or Local Category
  • Configure names and locations for new reports/dashboards
  • Define Database Mapping rules and validate data model consistency
  • Define whether import source report settings: source report access right, the filter values

Browse File

  1. In browser, log in to Izenda as System Administrator.
  2. Select Settings, then Data Setup, then Import in the left menu.
  3. Select the Setting Level: either system or a specific tenant to define where the imported reports/dashboards belong to.
  4. In Browse Files page, drag and drop files or click on Browse Files button and select files to upload.
../_images/DataSetup_Import_BrowserFile.PNG

Fig. 155 Browse File

Note

  • Izenda only allows to import the report/dashboard definition with following formats:

    - .birt: the report definition file format
    - .bidb: the dashboard definition file format

  • The version of definition files must be the same or older than the current Import system.

  • The system will store uploaded files in folder IzendaImport in the app’s directory by default. System admin can change the file storage by configuring the ImportFileSystemPath field in the IzendaSystemSetting table.

Import

After browsing files, application will switch to Import Page.

../_images/DataSetup_Import_ImportPage.png

Fig. 156 Import page

  1. Tick the Import the source access rights check-box to import access rights to destination. Please notice that any sharing with User and not existing Role Name will not be imported. All existing sharing in destination will not be altered in case re-import without selecting this option.
  2. Tick the Import the filter values check-box to import filter values. The existing filter values in destination will not be altered in case re-import without selecting this option.
  3. Type the new name for each report and dashboard.
  4. Tick the Import the source category/subcategory check-box to import the source category and sub-category for all reports/dashboards. OR input the destination category and sub-category for each report and dashboard.
  5. Choose the destination database name and schema in Database Mapping section. To do mapping easily, click on informationIcon icon to view Report/Dashboard Information pop-up.
  6. Click Import button to execute the importing progress.
    - If there is any report or dashboard duplication, the Overwrite Confirmation pop-up will display.
    - Else if all validations pass, the Import Progress pop-up will display.

Note

  • The Import the source category/subcategory check-box is available from version 2.9.0.

  • A dashboard that belongs to Global Category cannot contain any local report.

  • All reports inside dashboard will be always overwritten when overwriting dashboard.

  • Click on deleteIcon icon at the end of a row to delete a definition file (that has been already uploaded by mistake) from the file storage.

  • The subreport link is only maintained in the following cases:

    - The report and subreport(s) are imported in the same batch
    - Re-import one of the reports and both the report and sub-report(s) already exist in destination

Report/Dashboard Information pop-up

The Information pop-up will list out the following information:

  • In Data Information section:

    • Setting Level: The setting level that the source belongs to. (It can be System or Tenant level)
    • Databases: All databases are being used within the report/dashboard
    • Data Sources: All tables, views, stored procedures are being used within the report/dashboard
    • Custom Views: All custom views are being used within the report/dashboard
    • Data Model Calculated Fields: All data model calculated fields are being used in the report/dashboard
  • In Access Rights section: All sharing with existing Roles and Everyone

../_images/DataSetup_Import_ReportInfo.PNG

Fig. 157 Report Information pop-up

../_images/DataSetup_Import_DashboardInfo.PNG

Fig. 158 Dashboard Information pop-up


Overwrite Confirmation pop-up

The Overwrite Confirmation pop-up displays all existing reports and dashboards with their Category/Sub-category. System admin can specify reports or dashboards to overwrite by ticking on the checkboxes then click OK button.

../_images/DataSetup_Import_OverwriteConfirmation.PNG

Fig. 159 Import Reports/Dashboards - Overwrite Confirmation popup

Note

  • The reports inside dasboard will not be listed in the pop-up because they will be always overwritten if existing in destination when overwriting the dashboard they belong to.
  • A report/template/dashboard is considered as duplicate when its sourceID exists in destination not its name.

Import Progress pop-up

  • The Import progress pop-up shows the status of all importing transactions.
  • Click on Cancel the Import button will abort the progress except the completed imported reports and dashboards.
../_images/DataSetup_Import_InProgressPopup.PNG

Fig. 160 Import Progress pop-up




Import History Page

The Import History Page allows system admin to:

  • View the system’s or specific tenant’s imported reports/dashboards definition history
  • Single sort the history list
  • Delete all history or specific records

View Import History

../_images/DataSetup_ImportHistory_LeftNav.PNG

Fig. 161 Data Setup > Import History

  1. In browser, log in to Izenda as System Administrator.
  2. Select Settings, then Data Setup, then Import History in the left menu.
  3. Select the Setting Level: either system or a specific tenant.
../_images/DataSetup_ImportHistory_ImportHistoryPage.PNG

Fig. 162 Import History

Each row of the history list is a record of a import transaction with the following information:

Field Description
File Name The name of the imported file
Type The type of the imported file (Report, Template or Dashboard)
Imported Date The date when the file was imported
Importer The name of the importer with format: <First Name> <Last Name>
Import Status The status of the imported file (Completed or Error)
Failure Error The reason of failure (blank in case completed import)
Report/Dashboard Name The name of the report or dashboard in destination
Save Into
Only available for System Setting Level
Whether the report/dashbord is imported to global or local category
Category The name of the destination category containing the report or dashboard
Sub-category The name of the destination sub-category containing the report or dashboard

Delete history

User can click on the deleteRowIcon icon at the end of a row to delete this row or delete multiple rows by selecting the checkboxes then choosing Delete button.

Note

When deleting a record, it will be hard removed from the database.