Migrating Investment Portal Boards can be a bit challenging, as these boards are not saved as part of an Update Set when configured. And the tables that store these records can be a bit difficult to find.
The tables that hold these records are:
- Portal board (planned_task_custom_console) - table that holds the filters for an Investment Portal board. This also hold records for Application Portfolio boards and Resource Allocation Workbench Boards
- Custom console member (planned_task_custom_console_member) - table that identifies who a board has been shared with, be it a user or group. By default, only the creator of a board has access to that board.
In order to migrate Investment Portal Boards you have created from one environment to another by a System Administrator, here is are the steps:
- Open the Portal boards table. This can be done by typing planned_task_custom_console.list into the Filter navigator Window, and press Enter
- A list of Portal Boards will be displayed. In the Group column, right click on an item with "Investment Portal" as the group, and select "Show Matching"
- The list will now be filtered to only Investment Portal boards. Click on the Column Option button next to any of the column names, and select "Export" and then "XML". Then click on "Download"
- Next you need to get the access records for these Portal Boards
- Open the Portal boards table. This can be done by typing planned_task_custom_console_members.list into the Filter navigator Window, and press Enter
- A list of the group and user assignments for your boards will be displayed
- Create a new filter by clicking on the filter icon. Click on "Show Related Fields" then "Console ==> Portal board fields". Select "Group" and in then complete the filter by selecting "Investment Portal" in the right filter box. The filter should read Console.Group = Investment Portal. Click on Run
- Click on the Column Option button next to any of the column names, and select "Export" and then "XML". Then click on "Download"
You will now have XML files that can be imported in the instance you want to move these Investment Portal Boards.
