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This function allows you to backup existing structures in BellaDati and migrate them to another instance (eg. from Cloud to On-Premise).

There are two types of BellaDati structures backup:

The following structures are included in this backup:

  • Data sets: attributes, indicators, indicator groups and their settings (appearance, format, formulas), data set owners, sharing settings
  • Data source settings
  • Alarms
  • Joins
  • Reports: Views (tables structure, chart types and their structure), report indicators, report owners, sharing settings.

There are two ways of this structure backup:

  • Selected data set and reports based on its data backup.
  • Bulk backup of more selected data sets, their settings and related reports.

When exporting data sets created by joins, all basic data sets will also be automatically exported.

Exporting XML Structure

Data are not exported. Use separate exporting data function to backup data!

Import settings (templates), dashboards, users and user groups are not included in XML structure backup. We recommend to create users, user groups and assigning roles to them before importing XML backup. See also user import feature.

Importing XML Structure

A wizard is available during XML structure import. The preview of imported data sets and report parameters is displayed.

Several checks are performed during XML structure import:

  • User and user groups: You can select another users or user groups from the existing accounts in the domain. Note: All data sets and reports must have owners!
  • Indicator and attribute assign.

You can manually exclude some data sets and reports from the imported XML structure.

Existing XML structure can be modified - see Setup Data Model using XML for details.

Tutorial video

Next Steps

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