How to Move Dashboards from one tenant to another tenant in Bold BI

Bold BI provides a streamlined process for managing dashboards, including the ability to move them between different tenants or servers. You can also adjust data sources on the new server using custom attributes when transferring a dashboard between tenants. This article outlines the steps to download dashboards from one tenant and upload them to another.

Transferring dashboards from one tenant to another in Bold BI can be accomplished using two primary methods:

1. Download and Upload
2. External Publish.

Design the Dashboard

1. Add a Custom Attribute in Each Tenant:

   • Navigate to the User Management System (UMS) page in Bold BI.
     

     

   • Create a Custom Attribute for each tenant, such as “Site 1” for Staging and “Site 2” for Production.
     

     
     
     
     

   • For each attribute, set different table names if required for the same data source, allowing for varied data display based on tenant configurations.
     

     
     
     
     

2. Design the Dashboard on Staging:

   • Configure the data source using a custom connector in Staging and create the dashboard.
     
     
     
     
     

1. Download the Dashboard from Staging and Upload to Production

• Access the dashboard created in the Staging tenant.
• Follow the steps in the Bold BI Knowledge Base article to download the dashboard from Staging.
• After downloading the dashboard, follow the instructions in the KB article to upload it to the Production tenant.

By adhering to these steps, the dashboard will be able to render data differently in production based on the initial custom attributes configured.

2. External Publish

This method allows you to publish the dashboard to the Production tenant using the external publish feature. Refer to the following knowledge base article for detailed instructions: How to publish dashboards and data source to external sites

By using either the Download and Upload or External Publish methods, you can efficiently transfer dashboards between tenants while adjusting data sources to fit the target server. Custom attributes make it possible to display different data depending on the tenant configuration, ensuring that each environment operates independently while maintaining the same dashboard structure.

Additional References

• Understanding Internal and External Publish Options in Bold BI
• How do I download and upload dashboards from one site/tenant to another site/tenant using Bold BI offline migrate utility