Migration

Analytics Plus enables you to migrate the blueprint of your workspaces between different Analytics Plus accounts. This blueprint will include metadata from tables, reports, dashboards and data source configurations in the form of a migration file.

Important note: The migration might fail when importing data sources or configurations that are not supported in the target Analytics Plus account. Detailed reasons for such failures will be sent in the migration summary email.

The following are the steps involved in migration:

Step 1: Export workspaces

To migrate the workspaces to other Analytics Plus accounts, you need to export the required workspaces from the source. To do this, follow the steps below.

  • Click the Settings icon, and head to the Data Administration > Migration tab from the left pane.

  • In the page that appears, choose the Migrate away from this instance radio button, and click Next.

  • Choose the workspaces from the list of available workspaces in the source account.

  • From the list of available workspaces, click the workspace name to view the list of its configurations. 

  • Select the Data sources configuration checkbox to migrate all the data source information configured in the workspaces.

  • Click Next. 

  • Modify the name of the migration file if required.


     

  • Select the Set expiry checkbox, and choose an expiry date for the migration file. Post the configured date the file becomes invalid. This is an optional setting.

  • Click Generate.

You may have to wait for some time for the file to be generated. On successful completion, you will be notified through email and in-app notifications with the link to download the migration file.

Download the migration file 

On successful generation of the migration file, you can download it by navigating to the Settings page > Data Administration > Migration from the left pane. In the page that appears, head to the Generated Migration Files tab.

Import to the target Analytics Plus account 

Follow the steps below to import the generated migration file and migrate the workspace from another Analytics Plus account.

  • Click the Settings icon, and head to the Data Administration > Migration tab from the left pane.

  • In the page that appears, choose the Migrate to this instance radio button, and click Next.

     

  • Browse and select the downloaded migration file, and click Upload.

  • Choose the required workspaces from the list of migrated workspaces and click Confirm.

  • Select the Include data source configuration checkbox to import all the data source information from the migration file. 

  • Please note that you have to re-authenticate the required data sources to synchronize data.


     

  • Click Next.

If your Analytics Plus account already has a workspace with the same name as those being migrated, then you should rename the new workspace. Click the Edit icon next to the workspace name and provide an alternative name in the pop-up that appears. 

  • Click Next.

You may have to wait for some time for the migration completion. Once successful, you will be notified through email and in-app notifications.