Guide to re-migrate to Platform Analytics after a rollback to Performance Analytics
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2 hours ago
Use Case: This is something that I suggested to ServiceNow and they confirmed this is the right way to migrate to Platform Analytics if you are in a situation like we were, wherein we once migrated to Platform Analytics but due to the bugs, we had to rollback to Performance Analytics. Later, we had to migrate again (re-migrate)
Couple of key things to note:
- All dashboards that have successfully migrated to Platform Analytics are stored in the [par_dashboard] table along with any dashboards created directly from the Platform Analytics dashboard module.
- Every legacy / Performance Analytics dashboard is stored in the [pa_dashboards] table. After a legacy dashboard is migrated to Platform Analytics, its record remains in [pa_dashboards], but the "Active" field is flipped to "false". So the presence of a record in [pa_dashboards] does not by itself mean it has not been migrated — the Active flag is what tells the full story.
- Then there are Legacy dashboards in the [pa_dashboards] table that were never migrated - these are the records where:
• Active = true
• Do not migrate in bulk = false
• Experience dashboard is EMPTY - There are also Legacy dashboards in the [pa_dashboards] table that were migrated at some point whose legacy record is still active - these are the records where:
• Active = true
• Do not migrate in bulk = false
• Experience dashboard is NOT EMPTY
Both groups should be reviewed as part of completing the migration cleanly.
So, to re-migrate successfully, in the [pa_dashboards] table, we must select all rows (so, dashboards we wish to re-migrate) and perform the "Delete migrated experience dashboard" action in bulk for the target dashboards followed by "Migrate Dashboard" against them as a batch.
Note: Do try on "ONE" dashboard first rather than as a batch. The step says "Batch" because once confirmed on your NON PROD instance how this works, you can execute this in a batch.
This is how it will look:
(Notice how the "Delete migrate Experience Dashboard" is grayed out after successful deletion which means it is now ready to be re-migrated to Platform Analytics from Performance Analytics)
One performing the actions above, the migrated dashboard now shows up in the [par_dashboard] table as Active = "true" and in the [pa_dashboards] table as Active = "false" and the field Experience Dashboard has a link to this migrated dashboard.
PS: Please mark this post as helpful if you found it to be. It may take a second for you, but serves a great deal for me. Thanks!
