Perform a partial migration of dashboards

Migrate a selection of your existing dashboards, reports, interactive filters, and Performance Analytics widgets to Platform Analytics. Migration works the same whether you choose to migrate some or all of your content. However, you can move some of your content to evaluate the process or when you have a large number of dashboards and want to migrate in segments.

Before you begin

Role required: admin or dashboard_admin.

About this task

Run and test the migration first on a single, non-production instance. After you’re satisfied with the results, launch the migration on the production instance.

Note:

When you perform a partial migration, artifacts such as reports, pa widgets, and filters are not saved in the Platform Analytics library. These artifacts are only migrated to the library when you perform a full migration.

When you perform a partial migration, the original Core UI dashboard is marked inactive and a new dashboard is created in Platform Analytics experience. Note that if you navigate to the Core UI dashboard, there is no redirect to the migrated dashboard after a partial migration.

If you change a Core UI dashboard after migration and migrate it again, the changed dashboard overwrites the originally migrated dashboard.

You cannot move the migrated artifacts from a non-production instance to a production instance.

If you delete a migrated dashboard, that dashboard isn’t migrated if full migration is performed on your instance. You can migrate it again using the steps in this topic. If you want to remigrate a Core UI dashboard, be sure to delete the existing migrated dashboard to avoid duplicating dashboard content.

Procedure

1. Navigate to All > Performance Analytics > Migration Center.
   If you’re already familiar with the migration process, navigate to pa_dashboards.list and follow the instructions from step 4.
2. Review the information about the migration process under Learn about Platform Analytics.
3. Select Try your content to choose a subset of your data to Platform Analytics.
4. On the Dashboards list, select the dashboards you want to migrate.
5. From the Action on selected rows menu, choose Migrate Dashboard.
   
6. When the migration is complete, select the banner link to view the migrated dashboards on the dashboard overview.
   The first link takes you to the PAR Dashboards list. You can review the dashboards' forms there. The second takes you to the Dashboard Overview where you can view the migrated dashboards in the Analytics Center.

What to do next

Verify that the migrated dashboards have all the features of the Core UI dashboards, either as fully migrated content or as iframed content. For more information, see Content not migrated or migrated in compatibility mode.