MIGRATING CONTENTS FROM DEV TO HIGHER ENVIRONMENTS
Basic Steps &
Directions
Move content from one SharePoint 2010 site into a set of lists or
document libraries located in another SharePoint 2010 site.
Before we start moving content, you need to complete a small
checklist of tasks.
·
Make sure you have set up and configured a
PerformancePoint Service Application that will be used by the destination Web
application.
First point-- Without a destination Web application
that is connected to a PerformancePoint Service Application, migration won’t
work.
Second point --
PerformancePoint Services 2010 content migration tool doesn’t recreate existing
site structures. You need to recreate the exact same site structure in the
destination Web application. Failing to do so results in broken
PerformancePoint references.
Third & Final point -- You need to implement a security
structure, because existing permissions from a SharePoint 2010 source will not
be migrated to a SharePoint 2010 destination. Instead, the existing destination
security structure will be used.
Step 1-- Use the PerformancePoint Dashboard Designer to migrate
content from a SharePoint 2010 source to a SharePoint 2010 location.
PerformancePoint Dashboard Designer is a ClickOnce application that needs to be
downloaded and installed once from a Business Intelligence Center. This can be
done by creating a new site collection using the Business Intelligence Center
template.
Step 2-- After you have created the BI center, you need to click
the Start Using PerformancePoint
Services link and click the Run Dashboard Designer button, which starts the
download and installation of the client (note that a client requires .NET
Framework 3.5 SP1).
The following procedure explains how to migrate content from a SharePoint
2010 source to a SharePoint 2010 location.
1.
Launch the PerformancePoint Dashboard Designer by
clicking Start, selecting All Programs, and then selecting SharePoint. Select
PerformancePoint Dashboard Designer.
2.
Load an existing dashboard.
3.
Click the Office button and then select the Save
Workspace As option to save the existing dashboard as a Dashboard Designer
Workspace.
4.
Point the Dashboard Designer to the destination
location. You can do this by choosing Designer Options, which can be opened by
clicking the Office button, choosing the Server tab, and specifying a new
location.
This action will cause the Import Items To SharePoint
Wizard to start copying PerformancePoint content to the new location. The final
screen in the wizard displays a summary that allows you to open the migration
log files if you want to see more details.
There are a couple of issues you need to be aware of
when it comes to moving PerformancePoint 2010 content.
a)
When you select an object in Dashboard Designer, it
loads all of the dependencies of that object. For example, opening a dashboard
definition in SharePoint Designer will cause all of its dependencies to be
loaded. This means that you should always choose objects that are high in the
hierarchy when moving content (a top-down approach) to save time.
Dashboard Designer allows you to skip existing data
sources during content migration. Typically, you will migrate them once, update
data source references in the destination location (which is often needed in a
new environment), and after that leave them as they are. This way, you will
have to update those references only once.
Dashboard Designer ensures those references will also
be updated, whereas SharePoint migration tooling just migrates the content and
leaves those references as is. However, you can use the SharePoint backup and
restore tools as long as you restore content to the same site structure. In
that case, the references don’t need to be updated.
Step By Step details of Migrating Reports/Dashboard/Scorecard from one Environment to Another
To migrate
your content from one environment to another (for example: development to
test, test to production, etc), flowing approach is recommended.
First, you
will need to pull the content from your PerformancePoint Monitoring Server
into a workspace file locally using the Dashboard Designer. Only
pull the content that you wish to migrate into a clean workspace file. If
you select a dashboard, all of the scorecards, KPIs, data sources, indicators
and report views associated with that dashboard will be also included.
Similarly, if you select a scorecard, all of the KPIs, data sources and
indicators associated will also be included. Save this workspace file
locally.
From the dashboard designer connected to the new server, open the
workspace (bswx) file that you saved. Follow the below steps to modify
the settings and publish to your new server.
Change the server name
1. From the Options dialog box
(File > Options), select the Server tab.
2. Change the Server URL
to the URL for your new Monitoring Server, such as http://<<NewServer:>><<Portno>>/WebService/Service.asmx.
3. Change the Server name URL to the URL for your
new Monitoring Server.
4. Click Connect to verify the server is
working properly.
5. Click OK to close the dialog box.
Update the data source
1. Select the first Data
Source in your workspace file.
2. Change the connection
information to the new location of the data. Note, if you built your
content on your production data, these will not need to change. If you
built your content on a test or development copy of the source date, these will
all need updated.
3. Click Test Connection to ensure that your
data source is properly configured.
4. From the properties tab,
update the Owner field and the User Permissions field with the proper
credentials. Note, if the users are the same in both of your environments,
this step will not need to be completed.
5. Repeat for each data
source.
Update the scorecards
1. Select the scorecards you
wish to update.
2. From the properties tab,
update the Owner field and the User Permissions field with your proper credentials. Again, only
required if users are different between your two environments.
Update the reports
1. Select the Reports folder
from the Workspace Browser.
2. Highlite all Reports in the
Workspace (making sure that the Workspace
tab is selected in the Workspace area).
3. Select the Bulk Edit toolbar button on the Home tab.
4. Update the Owner field with
the proper credentials. Only required if the users are different between
your two environments.
5. Select Next then Finish.
Update the dashboard
1. Select each of the
dashboards.
2. From the properties tab,
update the Owner field and the User Permissions field with the proper
credentials. Only required if the users are different between environments.
Publish the dashboard and its views
1. From the Home tab of
Dashboard Designer, click Publish All.
2. On the Export tab, click SharePoint.
3. Select the dashboard to
deploy. Click Next.
4. Type the SharePoint URL
(such as http://MyServer/).
5. Select the Document Library
for your published dashboard and click Next.
6. Click Finish to accept the default master
page and publish the dashboard.
Some sample
Screenshots of how the steps are performed.
In Performance Point
Services 2010 we need to start out by opening up Dashboard Designer and
connecting to the new environment.
Click on the Import Items button in the Home Ribbon of Dashboard Designer and select your workspace file (this will be the file from your other environment that contains the content that you want to migrate and move to the new server).
In this case
I am going to do both items and I only have one location for each on my new
server that I am moving the content to.
The items will now be imported and saved to the specified locations and you will receive a results
page.
You can then add the items to the workspace and start to make the necessary changes.
