Transporting Your Content Through File System
Learn how to move content between systems in .tgz files.
- Users who are assigned a custom role with Read, Maintain, and
Share permissions for Lifecycle. The custom role can be based on the
Admin and BI Admin standard application roles.
Video: How to Transport Content Between Systems
About Transporting Using TGZ Files
You can export a package in a .tgz file and then import it to another system.
You can export the following:
- Analytic Applications
- Dimensions
- Currency tables
- Roles
- External connections, including Import Data Connections, Live Data Connections, and Smart Data Integration (SDI)
connections
- Allocation steps and processes
- Wrangles
- Legacy value driver trees
- Data locking
- Validation rules
- Data actions
- Multi actions
- Public files including folders, stories, models, and Digital Boardroom presentations
When you import or export content through Transport, you name and save the details of the imports and exports as
units or delivery units. The units are listed in the Import and
Export windows, along with details such as their status, and start and finish times. This allows you to
examine and manage your import and export history. For example, you can open a delivery unit to view what content was imported or
exported, such as dimensions. You can also open a unit again and reuse a unit, or change its details and export it again if
necessary.
Caution
It is not recommended to use exports to archive content. Content can only be imported in the same version of the
application from which it was exported, or the subsequent version. After your system is upgraded again, you cannot import the
content.
For the maximum file sizes, see System Sizing, Tuning, and Limits.
Note
If you're exporting large files, then the option Enable Job for Export and Import should be enabled. By
default, it is set to OFF. You can find this option at .
Exporting Content
You can export content in .tgz file and then move it across different systems.
Procedure
-
From the side navigation, select .
-
Select to File System.
-
Choose the (New Export)
icon.
The New window opens. The left-hand pane contains nodes that list the content that can be exported.
This includes dimensions, models, connections, currencies, roles, KPIs, value driver trees, and files.
The Files node contains items saved within the system's Public folder including stories, boardroom
agendas, templates, and uploaded files. You cannot export private files.
Note
If the content you want to export has content dependencies, its dependent content is automatically selected. You can
deselect the dependent content.
If the file you are exporting contains content dependencies, those dependencies must also exist in the
Public folder.
When you export a connection, its credentials are not included in the export for security reasons. You can manually
enter the credentials in the Connections page after importing the connection.
When you export a model based on data imported from one of the following sources, all of the schedule settings for
importing data to the model are included in the export. This allows you to continue replacing or appending data for a
model that is imported together with its connection:
-
SAP Business Planning and Consolidation (BPC)
-
SAP Business Warehouse (BW)
-
SAP BusinessObjects BI platform universe (UNX) query
-
SAP ERP Central Component (SAP ECC)
-
SQL Databases
-
Salesforce.com (SFDC)
-
OData
-
SuccessFactors
-
Concur
-
In the left-hand pane, select the content you want to export.
To select all the items, choose the
Select All checkbox. To search for items, enter a search term in
the
Search box and choose the
(
Search) icon.
The items selected for export appear in the pane on the right.
-
If you want to export the data for the items you selected, select the Data checkbox for the items in
the pane on the right.
Dimensions have master data, models have transaction data, and currencies have currency data.
-
Select (Export).
-
Enter a name for the export unit and select whether to include the audit data for the items. Select
Export.
The name for the window changes from New to the name that you provided for the unit. A progress
bar at the top of the window shows how the export is being processed.
Results
Once complete, the export unit history appears in the list of unit histories in the main
Export window. You can open that unit to make changes to your previous selections and export the unit
again.
Importing Content
You can import content that is available in .tgz format.
Procedure
-
From the side navigation, select .
-
Select to File System.
-
In the Import window, select
Upload.
-
In the Upload dialog, choose Select Source File, and browse for the file you
want to upload.
-
Select OK.
-
In the Preview dialog, check that the file is what you want to upload, and then choose
Upload.
A New window opens that lists the content of the upload.
-
If required, amend the import by selecting or deselecting the checkboxes for the listed content.
-
Choose the
Import icon and select options for overwriting data during the import.
-
If an object selected for import does not exist on your system, the object will be created and its data will be
imported. The sharing settings will be inherited from the folder that you import it to.
-
For objects that already exist in your system, your selections in the Options window
determine whether to overwrite the object and update its data. By default, existing objects will not be updated or
overwritten.
Note
Depending on your selection, if the import contains any files or objects with the same ID as a file or object in
your system, the version on your system may be deleted and replaced by the imported content, or updated with new data.
Its sharing settings may also change.
In the
Import dialog, you can select one of the import options:
- Update existing object:
If an object selected for import already exists on your system, the
object on your system is overwritten and its data is updated. The sharing settings will not be updated.
For
models, however, the Model Data Privacy setting and the access permissions assigned to roles
remain unchanged during the import.
- Import data only:
For objects that already exist in your system, data is imported into each
object, but the objects themselves are not updated.
The Model Data Privacy and
Data Access Control settings for models, as well as the permission settings for users and
roles, remain unchanged.
- Drop Objects:
If an object selected for import already exists on your system, the object on
your system is overwritten and its data is updated. The object's sharing settings are inherited from the folder that
you import it to. For imported models and dimensions, the Model Data Privacy settings and
Data Access Control settings are updated by the imported content, and the corresponding
permissions assigned to each role are reset.
-
Select OK to set the options.
-
Select Import to start the import.
The name for the window changes from New to the name that you provided for the unit. A progress
bar at the top of the window shows how the import is being processed. The import unit history will also appear in the list of
units in the main Import window.
-
For import data connections and live data connections, you may be prompted to specify credentials. Select Go to
Page to open the Connections list. The names of connections that are missing
credentials appear in red. Select a connection and choose (Edit Connection) to enter credentials for
it.
If you imported models based on a live data connection that was also imported, data for the models will be available after
you enter the credentials for the connection.
If you imported one of the following connections and a model based on it, any scheduled jobs for importing data to the
model will continue to run. You can edit the settings in the page to reschedule a data import to the model:
-
SAP Business Planning and Consolidation (BPC)
-
SAP Business Warehouse (BW)
-
SAP BusinessObjects BI platform universe (UNX) query
-
SAP ERP Central Component (SAP ECC)
-
SQL Databases
-
Salesforce.com (SFDC)
-
OData
-
SuccessFactors
-
Concur
If you imported a model based on one of these data sources, and its connection does not exist in the new system, you cannot
schedule a data import for the model. To resolve this issue, import the model together with its connection.
-
For Smart Data Integration (SDI) connections, you must perform the following steps.
SDI connections are used to enable blending with live data connections. For more information, see Blend Data.
-
Update your HANA XS Password.
- From the side navigation, go to .
- Select the imported agent, and click (Edit Agent Registration).
- Under HANA XS Password, select (Reset Password). Note the new
password.
- Select Save.
-
Open an Administrator prompt on the Window or Linux host where the SAP Data ProvisioningAgent is installed, and run
the following commands:
- Set the environment variable.
On
Linux:
export DPA_INSTANCE=<DPAgent_root>
On
Windows:
set DPA_INSTANCE=<DPAgent_root>
- Start the Data Provisioning Agent.
On
Linux:
<DPAgent_root>/bin/agentcli.sh --configAgent
On
Windows:
<DPAgent_root>/bin/agentcli.bat --configAgent
You must
start the agent, if it has not been started already: Select option 2. Start or Stop
Agent, and then option 1. Start Agent.
Select
q. Quit to exit the script.
This pattern of stopping and then
starting the agent is required whenever you make a configuration change to the agent.
- Set the credentials for the HANA XS user.
On
Linux:
<DPAgent_root>/bin/agentcli.sh --setSecureProperty
On
Windows:
<DPAgent_root>/bin/agentcli.bat --setSecureProperty
-
Restart the agent.
-
Update the remote source.
- In SAP Analytics Cloud, return to the
Data Source Configuration area.
- Edit and use the respective credentials to log into each remote source that uses the imported agent.
Results
Once complete, the import unit history appears in the list of unit histories in the main
Import window. You can open that unit to make changes to your previous selections and re-import the
unit.