Is it possible to move a dashboard AND CONTENTS in an update set?

[Tracy Davis]

I need to create reports and dashboards in Dev and promote them using update sets. I can capture all the reports (contents) in an update set and get those moved. But then I really would like to be able to move the entire dashboard with the contents/layout included.

The only thing I can find about moving a dashboard though only seems to move the dashboard name and tab names - it doesn't auto populate with the report content? Am I missing something?

I am having to rebuild the dashboards in each of our sub prod environments after moving the update set with the reports in it. Is there a better way to do this?

[Ian Mildon]

The main thing to remember is that you have to "unload" the dashboard before completing the update set.

 Go to Performance Analytics>System>Dashboard Administration. Then open the dashboard record, click on the Additional Actions menu and then select Unload Dashboard. Once this is done, complete your update set and everything should be included.

[Tracy Davis]

We're still on Istanbul, there's no unload option. It sounds like that will be new with Kingston.

[ytrottier]

I just did the Unload Dashboard in Kingston, and it did not work as expected :

I had an already existing dahsboard with 10 tabs.

Did an update set.

Create 1 new tab with 1 new report.

Did the Unload Dashboard on the existing dashboard.

Closed the update set.

Moved it to test.

Committed it.

And now the dashboard in test is only showing 1 tab : the new one.

The 10 other already existing tabs are still there in test, and even configured for the dashboard, but are simply not showing.

How can that be ?

I can't see anything that would lead to hiding 10 tabs in the updated dashbaord in test.

Any ideas ?

[ytrottier]

I found a bug and the solution:

I created a new report and a new dashboard tab which were all saved within the update set.
I also ran the Unload dashboard function on the already existing dashboard before completing the update set.

After committing the update set in test, the result was that only the new tab was visible under the already existing dashboard.
For some reason, all existing tabs were not showing up.

What we found is the the update of the target instance following an Unload dashboard function is broken, where it does not properly set the dashboard tabs page (called portal page ! but has nothing to do with the service portal !).
For some reason, the update set commit left all the existing tabs page empty, even though the page sys_id had the right value within the update set records.

The solution here was to manually reconnect each updated tab with the right pa page (typically the tab name prefixed with "PA ")

I guess someone should open a support issue with SN to get that fixed.

Thanks.

[Tracy Davis]

good catch. I've been playing around with this a bit in Kingston too and had issues but hadn't had time to look at it too closely. Pretty sure this is similar to the issue I had in Jakarta with trying to do this. The existing tabs would just get messed up.

I'll do an example and get a SN ticket opened, but would help if multiple people reported it.

Thank you!