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One-click Resource Migration

Overview

The one-click online migration feature allows administrators or authorized users to Object Publish Dashboards, Datasets, and other resources from a source environment, such as testing, to a target environment, such as production. After the user clicks Object Publish, Guandata BI performs the migration automatically. Once completed, the Object Published resources can be viewed and used in the target environment.

For example, in a large enterprise operating across regions, headquarters may define unified data standards and Dashboard templates and want them synchronized to branch environments. In this scenario, group administrators can use one-click online migration to quickly replicate those templates across BI environments and maintain consistency in analysis and presentation.

Note
  1. One-click online migration supports both cross-environment migration and migration between multiple domains inside the same environment, as long as the networks are connected.
  2. Permissions for resources and Datasets are generally not Object Published automatically. Users should review and reconfigure them in the target environment after migration.

User Guide

Online Migration Configuration

The one-click resource migration feature provides an efficient way to move Dashboards and related resources. Before using it, go to Admin Center > O&M Management > Resource Migration > Online Migration Settings and preconfigure the target environment and resource recipient settings.

Online migration currently supports two modes: Object Publish to Fixed User and Object Publish Following User. Choose the mode based on your operational needs:

  • In Object Publish to Fixed User mode, all Object Published resources are assigned to the designated user in the target environment. Because this affects ownership, the recipient should be chosen carefully. During setup, an administrator account must be provided and the connection must be tested to confirm that the relevant environments can communicate. After the configuration is completed, future migration actions from the resource page can be performed directly.
  • In Object Publish Following User mode, users enter the target recipient credentials each time they click Object Publish. The migration proceeds only after the connection test succeeds. This mode is suitable for scenarios where resources are frequently Object Published to different recipients, such as cross-department collaboration or multi-project delivery.

For more details on online migration configuration, please refer to Online Migration.

Online Migration

To support different enterprise scenarios, Guandata BI allows online migration of multiple resource types, including Dashboards, Datasets, Smart ETL flows, Data Accounts, and Data Visualization Walls.

Dashboard Migration

Dashboard migration allows users to move existing Dashboards from the source platform to the target platform while preserving layout, style, and analysis logic. This helps teams reuse Dashboards and deploy them more quickly.

Feature entry: Data Analysis > New Analysis > Select target Dashboard > ... > Object Publish.

Application Resource Migration

Guandata BI supports online migration of both lightweight mobile applications and desktop applications. After online migration is configured in Admin Center, users can trigger migration from the application's resource details page.

Feature entry: Data Application > Application > Select target application resource > ... > Object Publish.

Data Display Wall Migration

Users can Object Publish existing Data Visualization Walls from the source platform to the target platform while preserving their original display effect. This avoids redesign work and speeds up deployment.

Feature entry: Data Analysis > New Analysis > Select target Data Display Wall > ... > Object Publish.

Data Account Migration

Data Account migration supports moving connector accounts from the source platform to the target platform. After migration, users in the target environment can use those accounts directly. The process is designed to support secure and compliant transfer.

Feature entry: Data Preparation > Data Accounts > Select target Data Account > ... > Object Publish.

Dataset Migration

Dataset migration supports moving Datasets into the target environment while preserving data integrity and correctness.

Feature entry: Data Preparation > Datasets > Select target Dataset > ... > Object Publish.

ETL Migration

For scenarios such as agile data warehousing and data processing, Guandata BI also supports one-click migration of Smart ETL resources. Users can Object Publish ETL operators, data flows, and transformation logic while preserving processing behavior in the target environment.

Feature entry: Data Preparation > Smart ETL > Select target ETL > ... > Object Publish.