Migrating M&A data from one Environment to Another

To migrate your content from one environment to another (for example: development to test, test to production, etc) we recommend the following. Note that many of the steps are optional, depending on whether you have the same users/content creators in both environments.

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 https://NewMonitoringServer:40000/WebService/PmService.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 KPIs

1. Select the KPIs folder from the Workspace Browser.

2. Highlite all KPIs 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. Note, if the users are the same in both of your environments, this step will not need to be completed.

5. Select Next then Finish.

6. NOTE: you cannot change the User Permissions during a bulk edit. If you want to edit these KPIs later, you will either need to be an admin on the PPS server.

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 you’re the 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 indicator

1. Select each of your indicators.

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.

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 https://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.