Is there a way to export settings?

Renato Marcello dos Reis shared this idea 2 months ago
Idea Logged

Hi Guys,

I'm gonna have to install Yellowfin on a new client in a time soon, but there is a lot of standard settings that we'll have to configure. Is there a way to simply carry over the settings from an instance to another on different computers?

Thanks in advance.

Comments (6)

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Hi Renato,

Thanks for reaching out to support with your question.

I don't think there's a developed function for what you're trying to achieve, but we could take a look at some possible options here.

Would you be able to expound on the types of settings you are looking to move over to the new client?

My initial thought is that without a built-in "tool" for this export-import process, you could -

A) Make a "template" YF Config DB by stripping down a test instance or building one from scratch, and doing an install against that DB

B) Locate the desired settings on the back-end (I believe a number can be found in the "configuration" table for example) and import into the new config DB

I could assist with this process to a certain extent, though this would technically be out-of-scope for us, also would you like to see this looked into by developers for possible inclusion in a future release?

Thanks,

Eric

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Hi Eric, thanks a lot for your help.

For now I can use a "template" as your instruction, but can this feature be implemented in a future realease? It would be amazing if possible.

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Hi Renato,


Glad to help! I would be happy to make a request to developers for a software enhancement in this case, could you provide details on the particular configuration elements you would like to see included in this proposed import/export process?

Thanks,

Eric

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Hi Eric, Sorry for letting you waiting. I was very focused on a client these last days.


Well, about your question, I think every configuration on Yellowfin should be avaiable to export. Right now, I'm configuring a new client, and as some of our settings are standards, I have tons of prints for each tab on configuration screen, so I can just copy those parameters.

There are some settings that I'm confortable to just update the Configuration table, but we don't like to hard code as this is not the best practice around here.

Thanks a lot for your help.

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Hi Renato,

I've gone ahead and put in a request to developers for the type of functionality you're seeking here. I've attached this ticket to the task, and included your organization as an affected client. Updates to the task will be provided here as they are available. I'll in turn mark this ticket as Idea Logged; feel welcome to reply here with further related inquiries.

Thanks,

Eric

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Hi Renato/Eric

Here are some scripts (originally created by Ivan Seow I think) that may help

Perhaps they will be of use

Note that not all Config Items are in the YF - Generate - Confguration Data.sql file - you can add others by adding them to the IN clause (the values to add can be found in the Configuration table in the YF repository DB)

Regards,

Mark.

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Hi Renato,

Just a disclaimer here: If you do try these queries Mark has provided, please practice due diligence and confirm you have good backups in working order, as running queries against the config DB can cause irrevocable damage to your system and is not officially supported.

Thanks,

Eric

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Hi Mark / Eric,

Thanks a lot for your help. This can be a possible solution for now, and I really apretiate you guys trying to help. By the way, we have a daily backup from the database, so I'm sure this won't be a problem. And of course, I'm gonna try this on a test enviroment first.

Eric, if possible, I would like to keep the post opened to wait for a more simple solution for people who's not confortable using SQL Queries when I'm not around. Something like an export configurations as a XML file and a posterior import would be awesome if I may give my opinion.

Thanks again for your help.

Regards.

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Hi Renato,

Thanks for your feedback, I'll keep this marked as Idea Logged, which allows for additional commenting, and confer with the team to see if there are any alternative options for you in regards to this functionality.

Thanks,

Eric