How to move dashboard elements from PerformancePoint Monitoring Server 2007 on one server to PerformancePoint Monitoring Server 2007 on another server

This article describes how to move dashboard elements from Microsoft Office PerformancePoint Monitoring Server 2007 (Monitoring Server) on a source server to Monitoring Server on a destination server. This article also includes instructions about how to update the credentials of the dashboard elements to reflect new owners, new users, and new roles.

In some cases, you have to move dashboard elements from Monitoring Server on one server to Monitoring Server on another server. For example, you move dashboard elements from Monitoring Server on the development server to Monitoring Server on the test server. Or, you move dashboard elements from Monitoring Server on the test server to Monitoring Server on the production server.

Dashboard elements can be grouped into the following categories:

• Data source
• Key performance indicator (KPI)
• Indicator
• Report
• Scorecard
• Dashboard

To move dashboard elements from Monitoring Server on the source server to Monitoring Server on the destination server, follow these steps:

1. On the source server, save the dashboard elements that you want to move.
   
   Note You save the dashboard elements into a Workspace file that has a .bswx extension. You only save the dashboard elements that you want to move to Monitoring Server on the destination server. Notice that if you save a dashboard element, other dashboard elements that are related to the dashboard element are also saved. For example, you save a dashboard. Then all the related KPIs, scorecards, reports, data sources, and indicators are also saved.
   
   To save the dashboard elements that you want to move, follow these steps:
   1. On the source server, open Dashboard Designer.
   2. Click the Server tab, and then click the Home tab.
   3. In the Actions group, click Refresh.
   4. In Workspace Browser, click a dashboard element category.
   5. On the Server tab, double-click the dashboard elements that you want to move.
      
      Note After you double-click a dashboard element, the dashboard element appears in Workspace Browser under the corresponding dashboard element category.
   6. Repeat steps 1d through 1e to select the dashboard elements for other dashboard element categories.
   7. Click the Microsoft Office button, and then click Save As.
   8. Type a name in the File name box, specify a location that you want to save the workspace file, and then click Save.
2. Copy the .bswx file that you saved in step 1h to the destination server.
3. On the destination server, open the .bswx file in Dashboard Designer.
4. Update the connection information on the destination server.
   1. In Dashboard Designer, click the Microsoft Office button, click Options, and then click the Server tab.
   2. In the Server URL box, specify the URL of Monitoring Server on the destination server. For example, you type the following URL:
      http://DestServer_Name:40000/WebService/PmService.asmx
   3. In the Server name box, specify the URL of Monitoring Server on the destination server.
   4. Click Connect to make sure that the connection to Monitoring Server is configured correctly.
   5. Click OK to close the Options dialog box.
5. Update the data sources.
   1. In Workspace Browser, expand Data Sources, click a data source, and then click the Editor tab.
   2. Under Connection Settings, update the connection settings to connect to Monitoring Server on the destination server.
      
      Note You may also have to update the corresponding dashboard elements to reflect the correct data from the data source on the destination server.
   3. Click Test Connection to make sure that the data source is configured correctly.
   4. Update the credential information about the data source. To do this, use Method 1 in the "How to update the credential information for dashboard elements" section.
      
      Note In Workspace Browser, the dashboard element category for data sources is Data Source.
   5. Repeat steps 5a through 5d to update other data sources.
6. Update the credentials for each dashboard element. To update the credentials for each dashboard element, use the appropriate method in the "How to update the credential information for dashboard elements" section.
   
   Note In Workspace Browser, you can select the corresponding dashboard element category to view the credentials.
7. Publish the dashboards to Monitoring Server.
   1. Click the Home tab.
   2. In the Actions group, click Publish All.
   3. Click the Edit tab.
   4. Click SharePoint Site in the Deploy group to open the Deploy a Dashboard to a SharePoint Site dialog box.
   5. On the Select Dashboard page, click a dashboard, and then click Next.
   6. On the Specify Location page, type the URL of the SharePoint site under the SharePoint URL box.
   7. Select the document library in the Document library list, and then click Next.
   8. On the Select Layout page, select a layout in the Master page list, and then click Finish.
   9. Repeat steps 7e through 7h to publish other dashboards.

How to update the credential information for dashboard elements

Depending on whether you have the same credential information on both servers, some steps are not required. The credential information for a dashboard element includes the owner, the users, and the corresponding roles.

To update the credential information for dashboard elements, use one of the following methods.

Notes

• Method 1 can update the credential information for only one dashboard element at a time.
• You can use Method 1 to update the users and the corresponding roles for dashboard elements.
• Method 2 can update the credential information for multiple dashboard elements that belong to the same category at the same time.
• You cannot use Method 2 to update the users and the corresponding roles for dashboard elements.

Method 1: Update the credentials of a dashboard element

Note If you have the same owners on both servers, step 1 in Method 1 is not necessary.

1. Update the owner of the dashboard element. To do this, follow these steps:
   1. In Workspace Browser, expand the dashboard element category to which the dashboard element belongs, and then click the dashboard element in a specific category.
   2. Click the Properties tab.
   3. On the Properties tab, update the owner in the Person Responsible box.
2. Under Permissions, you can add users, delete users, or update roles based on your requirement.
   
   Note If you have the same users and the same roles on both servers, step 2 in Method 1 is not necessary.

Method 2: Use the Bulk Edit feature to update the owner for multiple dashboard elements that belong to the same category

Note If you have the same owners on both servers, the following steps are not required.

1. In Workspace Browser, click the dashboard element category to which these multiple dashboard elements belong.
2. Click the Workspace tab.
3. On the Workspace tab, select these multiple dashboard elements under the root folder.
4. Click the Edit tab, and then click Bulk Edit in the Bulk Edit group.
5. In the Bulk Editing dialog box, update the owner in the Person Responsible box.
6. Click Next, and then click Finish.