how to capture dashboard in update set and move to UAT/Prod

satya30
Tera Contributor

Hi, 

I created a dashboard in DEV. I would like to capture and move it to UAT. Any help on how to do?

Thank you.

7 REPLIES 7

Community Alums
Not applicable

Hi @satya30 ,

  1. In the source instance, navigate to the location of the dashboard you want to unload, for example, Self-Service > Dashboards.
  2. Select the dashboard you want to unload to an update set.
  3. Click the context menu icon and select Dashboard Properties to open the dashboard record.
  4. Click the context menu icon and select Unload Dashboard.
    Only perform this step once the dashboard is ready to unload, meaning that all content is added to the tabs.
  5. When you are ready to move the update set, mark the update set as complete.
  6. On the target instance, move the update using standard update set functionality. For more information, see Retrieve an update set.
  7. On the Remote Instance page, the Retrieved Update Sets related list shows all retrieved update sets. Click the update set to see if there are errors. Errors are shown on the Retrieved Update Set form in a related list calledUpdate Set Preview Problems. See Solving errors on dashboards moved with update sets.
  8. On the target instance, make sure that all the tabs of the dashboard have associated portal pages. See Validate that tabs have moved to a target dashboard.
  9. If the portal page is missing in the Tab form, click the search icon next to the Page field to search for the associated portal page.

    NOTE
    : If you can not find the associated portal page in the target instance, follow these steps to move each missing portal page through the update:
    1. Navigate to Homepage Admin > Pages
    2. Filter the list to show only the portal page with the sys_id you copied
    3. Right-click the record and select Unload Portal Page

Also, You can follow the steps mentioned : https://www.servicenow.com/docs/bundle/yokohama-now-intelligence/page/use/performance-analytics/task...

 

Ankur Bawiskar
Tera Patron
Tera Patron

@satya30 

check these links

Move a Core UI dashboard with an update set 

Moving a dashboard via update set does not carry over all widgets when the dashboard tab is broken

How to easily move a dashboard with an update set  

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

@satya30 

Hope you are doing good.

Did my reply answer your question?

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader