Trying to move a PA Dashboard from dev to test via update set. How does the "pa dashboard" itself get added to the update set?

[Mike Stockman1]

I've followed instructions from wiki:

Moving Dashboards with Update Sets

Dashboards are not automatically transferred in Update Sets. You must manually add the dashboard to the update set.

Navigate to Performance Analytics > Dashboard.

Inspect the HTML element for one of the dashboard tabs.

Find the element containing sysparm_view=pa_

Record the value following sysparm_view=, such as pa_incident_overview. This is the View of the dashboard portal page record.

Navigate to Homepage Admin > Pages.

Find the portal page record with the View value you previously recorded.

Right-click the record and select Unload Portal Page.

The page is added to the current update set.

But when I import the XML from the completed update set, it only creates the pages that I unloaded.

Where does it create the actual dashboard that these pages become tabs on?

Did I miss a step?

Thank you,

Mike

[Mike Stockman1]

I know what I did wrong. I created the dashboard under one update set, then later went in under a different update set and built it up.   All of the pa_pages come over in the second update set.  

Is there a way to copy the dashboard record from the first update set and merge it safely? Or is it better to just re-create it?

[Mike Stockman1]

The final solution was to duplicate the dashboard I'm wanting to move :

1. start a new update set

2. goto PA Dashboard, duplicate the dashboard wanting to transfer

3. after duplicating, close update set, complete update set process.

[vijay152]

Hi Mike,

go to Sys_update_xml, and make change the update set directly. so that you customer udpate set will be moved to your respective one.

[karenmueller]

This was a HUGE help!   We were spending countless hours "fixing" PA Dashboards each time we had to migrate from environment to environment.   This was a lifesaver!   Here are the steps we put together if anyone is interested...

1. Create new blank/clean update set
2. Go to Dashboard in question > Edit > Click gear > Choose Duplicate
3. Change the Dashboard name to remove "Copy of" and give it a UNIQUE name (not same as pre-existing one)
4. Confirm updates added to your update set
5. 5.             Navigate to Homepage Admin > Pages and perform Unload Portal Page for each of the appropriate pages
6. 6.             Confirm appropriate number of updates added to update set
7. 7.             Navigate to sys_grid_canvas.list and perform Unload Canvas Page for each of the appropriate pages
8. 8.             Confirm appropriate number of updates added to update set
9. 9.             Complete update set
10. 10.     Commit to next environment
11. 11.     Check your dashboard!

Once you have done the above and confirmed your new dashboard exists:

1. Create a new Update Set
2. Go to the Original dashboard > Edit > Click gear > Delete
3. Confirm Delete
4. Confirm updates added to Update set and dashboard is deleted.
5. Complete update set
6. Commit to next environment