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What does the project export and datastore contain?

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Modified on Mon, 21 Apr 2014 12:06 PM Categorized as Administration, Export

Overview

The Project Manager utility is often used when you are trying to migrate dashboard projects and other elements from one instance of Dundas Dashboard to another instance/server or if you’re importing style resources that are published by Dundas or others. This is done by exporting the project from the source instance and importing the export file into the target instance.

Dundas Data Visualization, Inc. (“Dundas”, “we” or “us”) may also ask for your project export, when there is an issue that is specific to the environment/setup or which cannot be reproduced easily. This will help us to replicate and diagnose the issue in order to attempt to provide a solution.

This article explains what project items the export file contains. It also clarifies whether there is any actual data present in the export and when the data is needed.

What items are included in the project export and datastore?

When you create objects in Dundas such as dashboards, KPIs etc., they are stored in the Dundas Dashboard Your_Instance DataStore database. The DataStore also contains a record of the data connectors that you create in your project. It does not, however, contain nor does it record the actual data that is pulled from the data source.

The project export is a .ddexport file that is created using the Project Manager’s “Export” function. It is an extract of all the selected information contained in the DataStore and includes the selected objects inside the dashboard project along with their related items. These include the selected Data Connectors, Virtual Tables, KPIs, Datasets, Dimensions, Dashboards and Mashups. It also includes global or application-wide elements if they are selected. These include user accounts, shared resources, security groups, bookmarks, unit definitions and custom tokens.

If an object or an item is not selected for export, it is not included in the ddexport file.

The ddexport file is encrypted which gives the information contained in it an added layer of security.

Is there any data included in the export?

Except as provided below, the export file does not include your data. i.e. if someone imports the project at their end and previews the dashboard or KPI, they will get an error saying that the requested data source or server is not found. Only the editing of the objects such as KPIs and dashboards etc. will be enabled.

The only time when data is included is when you select the Export data from Sync database property in the Project Manager export dialog. This exports the related data stored in the Dundas Dashboard Sync database and is only accessed when sync caching is enabled. The data includes data imported from flat files, and the data from cached virtual tables that are based upon this data connector. In the latter case, this property only applies if the virtual table(s) are also selected for export. It is set to "False" by default.

User annotations, which are comments created by the end users, are included in the export when Export related annotations property is set to "True" in the export dialog. Default value is "False".

The annotation groups are included in the export when Export related annotation groups is set to "True" in the export dialog. Default value is "True".

When is the data required?

When you import your project using the project manager you can only see and edit the objects contained in it. If you want to view the dashboard results (Eg: View or preview the dashboard) or the results of the related objects (For eg: a KPI, Dataset, Virtual table or Data Connector preview), you will have to connect to the data sources defined in the data connectors.

When we are assisting you to diagnose an issue by importing your project at our end, we may also need your data especially in cases when the issue can only be reproduced when data is present. You can either send the related data or send a sample data that preserves the structure of the data source.

Dundas is committed to maintaining the confidentiality of the information you send us and only using such information for the purpose intended. We safeguard such information in accordance with generally accepted standards. In addition, the project export and the related data which you provide to us will be used by us for testing and diagnosis relating to the project at hand, and for no other purpose.

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