Metadata migration

Ramya Priya Updated by Ramya Priya

This guide will walk you through the process of migrating your resources along with the metadata, (including Business Views (BV), datasets, and datasources), from one environment to another. The feature simplifies the process of moving complex analytical environments between systems during backups, transfers, or setting up new instances with existing configurations.

  1. From a Tellius instance, export the required Tellius resource. Please note that only Vizpads and Projects can be exported.
  2. Log into the required Tellius instance. Navigate to Explore or Projects and click on the three-dot menu of any required Vizpad or Project. Select Export from the menu.
  1. This will create a .zip file containing all the necessary configurations of your resource, such as the underlying datasets and data sources.
  2. Check the box Export dependencies to export the resource along with the underlying datasets or data sources and click on Export.
  1. The resource along with the underlying metadata will be downloaded in the form of a .zip file.
  2. Navigate to the “Backup” tab in the left pane and click on “Import” button.
  1. Browse and choose the required .zip file. 
  2. After uploading the file, the "Import Wizard" will be displayed with a step-by-step breakdown of the metadata found within the file.
  1. In each step, the associated metadata will be displayed you can confirm or re-map.
  2. Under Confirm Datasources section, select a relevant datasource to which the imported datasource needs to be mapped.
  3. If a new datasource needs to be created, provide its name in "New Datasource Name". Click on "Continue" to proceed.
Please complete each step in sequence. Clicking on a step without completing the preceding steps is not possible. Once a step is completed, it cannot be revisited for changes.
  1. In the “Pick/Map Datasets” step, verify whether the dataset is correctly identified and map it to the required dataset.
  2. If a new dataset needs to be created, provide its name in "New Dataset Name". Click on "Continue" to proceed.
  1. As every step is completed, it will be simultaneously updated in the right pane as shown below.
  1. Under "Pick/Map Business Views" section, select a relevant Business View to which the imported Business View needs to be mapped.
  2. If a new Business View needs to be created, provide its name in "New Business View Name". Click on "Continue" to proceed.
  1. Under "Pick/Map Vizpad", provide a relevant name under "New Vizpad". A new Vizpad will be created with the given name.
For Projects containing Insights, another section named "Pick/Map Insight" will be displayed.
  1. After confirming all the required details, the migration process will get started. Tellius will now import your resources, along with all its metadata into the user environment.
  2. The migration process will be added to the Notifications tab. Once the migration gets completed, you will be notified.
  3. Once the migration is done, under Explore or Projects tab, you can find the newly imported resources. Under Data, the imported metadata (datasources, datasets, Business Views) can be viewed. Now, the resources along with the metadata are successfully migrated.

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Swapping datasources