Procedure on migrating users to another YF server

Pearlsia shared this question 3 months ago
Answered

Hi,

Could anyone please point me to a documented procedure in migrating users from the current YF server to another YF server?

Background: We have a current Yellowfin 7.3 Server in operation. Provisioned a new server dedicated to Yellowfin and installed the same version, imported contents(datasource,folder,subfolders,views,reports and images). Restoring current YF DB to a new database is an option that is not available to me.

Now I need to migrate the users onto the new servers along with their roles. I have searched and found the link below. But is there somewhere in the wiki that gives the full detail on what tables and dependencies we need to script out to CSV for Bulk Import? As there is no "Bulk Export".


https://www.yellowfinbi.com/resources/forum/yfforum-how-can-i-move-yellowfin-users-from-1-install-to-another-thread-121432


Thank you very much.


Kindest regards,

Pearlsia.

Best Answer
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Hi Pearlsia,

Thank you for reaching out. We do indeed have a Wiki entry on Bulk User Imports, please reference the following for that: https://wiki.yellowfinbi.com/display/USER74/Users#Users-BulkUserImport.

There is also a way to bulk export via backend config queries.

Thanks for reaching out. There is indeed no way to accomplish this via the Admin Console, but it's possible to write a query against the config DB to give you most of the data needed for export.

You users should be contained in a CSV format with data contained within quotes. See the example below and on the screen for more detail. The example file format is as follows:

# Comments can be present. Starting with a # only. Blank lines will also be skipped. # First Name, Last Name, Initial, Salutation Code, Language Code, Time Zone Code, Email Address, UserName, Password, Role Code "Bob", "Jones", "A", "MR", "EN", "", "bob.jones@company.com", "bob.jones@company.com", "password", "YFADMIN"
Most of these are found in the 'person' table. You can populate this .CSV using a query against your Yellowfin Configuration Database. Please ensure you have full backups of both your Yellowfin Configuration Database and your Yellowfin Installation Folder before running any queries directly against the Yellowfin Config DB.


The following query should pull a list of all of your users:

SELECT p.FirstName, p.LastName, p.MiddleInitial, p.SalutationCode, p.PreferredLanguageCode, p.LocalTimeZoneCode, c.emailAddress, i.EmailLeft, i.Password, s.RoleCode
FROM Person p
INNER JOIN IpContact c ON p.IpPerson=c.IpID
INNER JOIN IpClass i ON p.IpPerson=i.IpID
INNER JOIN StaffMemberRole s ON p.IpPerson=s.IpEmployee
WHERE i.enddate > now() and s.enddate > now();
Hopefully this helps! Please let me know if you have any further questions.

Regards,

Mike


Comments (3)

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2

Hi Pearlsia,

Thank you for reaching out. We do indeed have a Wiki entry on Bulk User Imports, please reference the following for that: https://wiki.yellowfinbi.com/display/USER74/Users#Users-BulkUserImport.

There is also a way to bulk export via backend config queries.

Thanks for reaching out. There is indeed no way to accomplish this via the Admin Console, but it's possible to write a query against the config DB to give you most of the data needed for export.

You users should be contained in a CSV format with data contained within quotes. See the example below and on the screen for more detail. The example file format is as follows:

# Comments can be present. Starting with a # only. Blank lines will also be skipped. # First Name, Last Name, Initial, Salutation Code, Language Code, Time Zone Code, Email Address, UserName, Password, Role Code "Bob", "Jones", "A", "MR", "EN", "", "bob.jones@company.com", "bob.jones@company.com", "password", "YFADMIN"
Most of these are found in the 'person' table. You can populate this .CSV using a query against your Yellowfin Configuration Database. Please ensure you have full backups of both your Yellowfin Configuration Database and your Yellowfin Installation Folder before running any queries directly against the Yellowfin Config DB.


The following query should pull a list of all of your users:

SELECT p.FirstName, p.LastName, p.MiddleInitial, p.SalutationCode, p.PreferredLanguageCode, p.LocalTimeZoneCode, c.emailAddress, i.EmailLeft, i.Password, s.RoleCode
FROM Person p
INNER JOIN IpContact c ON p.IpPerson=c.IpID
INNER JOIN IpClass i ON p.IpPerson=i.IpID
INNER JOIN StaffMemberRole s ON p.IpPerson=s.IpEmployee
WHERE i.enddate > now() and s.enddate > now();
Hopefully this helps! Please let me know if you have any further questions.

Regards,

Mike


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1

Hello Mike,


Sorry for the late reply. Just restored the whole DB into the new target one. Was just a bit worried about orphaned records or something. Could be great if users can be included in the exported *.yfx.

Thank you for the response.


Appreciate it alot.


Kindest regards,

Pearlsia.

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1

Hi Pearlsia,

You're welcome! We'd previously logged an enhancement request to allow bulk user export from the UI, but the idea was marked as Not Planned due to the ease of the workaround. I'll go ahead and mark this as Answered all considered. Please don't hesitate to reach out with any other questions or concerns.

Regards,

Mike

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