Dan English's BI Blog

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Migrating PerformancePoint 2010 Content to New Server

Posted by denglishbi on November 20, 2010

So you created some cool dashboards with PerformancePoint Services 2010 with SharePoint 2010 and now you want to deploy them to a new environment (server).  How do you do this?  Well with PerformancePoint 2007 there were a couple of options, you could save your work to a workspace file, connect to new environment, and then publish everything.  The other option was to use the BI Report Automation Publisher tool available on CodePlex.  With the tool you were able to reference a workspace file as well, reference certain items, and make appropriate adjustments for server references.  Both were easy options and straight forward for the most part.

Now with the 2010 version this has changed.  I will have to admit that at first I got thrown for a loop and was confused myself since I wasn’t able to simply use the new workspace file, connect to new server, and save the content.  I even tried modifying the file and making environment URL reference changes to try and get the 2007 deployment option to work.  Needless to say I initially started to recreate items in the new environments from scratch and I guess I was not the only one.  I ended up posting an item in the forums – Deploy PPS 2010 dashboard content to new server – to seek some advice and Umair Khan pointed me in the right direction and refreshed my memory.

In PerformancePoint Services 2010 we need to start out by opening up Dashboard Designer and connecting to the new environment.

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Click on the Import Items button in the Home Ribbon of Dashboard Designer and select your workspace file (this will be the file from your other environment that contains the content that you want to migrate and move to the new server).

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Now you will walk through a wizard to select the content that you want to import to the new server (environment).

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In this case I am going to do both items and I only have one location for each on my new server that I am moving the content to.

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The items will now be imported and saved to the specified locations and you will receive a results page.

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You can then add the items to the workspace and start to make the necessary changes. 

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This is similar to the 2007 way where you have to make all of the necessary changes after the fact when you simply connect and publish the items from an existing workspace file.  It would be nice if there were some options to make some changes to the connections or report file references, but it does move the content.

For some more information on this check out the online content here – Import PerformancePoint Dashboard 2010 content from a SharePoint Server 2010 server, site, or list.

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10 Responses to “Migrating PerformancePoint 2010 Content to New Server”

  1. Mark said

    Hey Dan

    If you first save the workspace file in your Dashboard Designer, then import it into the new DD window on the new server, you will need to edit the Data Source the FIRST time you migrate. Subsequently, it’ll pick up the original DS in the new server, and skip it.

    • denglishbi said

      Yes, you would definitely need to update the connection information for the new environment, this does not resolve that at all. This only provides a way to pull in the data sources and content to the new server. The data sources would need to be updated appropriately. There is a tool though that can help with that like the BIRAP that was available for 2007 on CodePlex now – http://code.msdn.microsoft.com/ppscd.

  2. Mark said

    Just a point – you HAVE to create the data source in your dev environment the first time in order for this to work.

  3. […] Top Posts Using Excel Services Reports with PerformancePoint Server (PPS)SQL Server ‘Denali’ SQL11 CTP1 Install ExperienceFree Online PerformancePoint Services 2010 Training VideosFile too large for the destination file systemMigrating PerformancePoint 2010 Content to New Server […]

  4. Don’t have time to say too much, but I just want you to know that this has helped me out a great deal!

    Thanks, Dan!

  5. I do have a question, though. It seems that for this solution, you have to be connected (or be able to connect to both environments). The problem with this is that if we want to migrate all our content to a client site where we don’t have both connections, this method does not suffice (if I am understanding this correctly).

    Do you know of a way that migration is possible without having these connections to both environments?

    Thanks,

    Hermann

    • denglishbi said

      Have you taking a look at the solution available on CodePlex – PerformancePoint 2010 Content Deployment Tool – http://ppscd.codeplex.com/. For the first one, I don’t believe the connection has to be there for the original source at all, but you do need the dashboard workspace file to work off of. I believe you need to make sure the data source gets pulled in and you should be okay. I know I have done this, so let me know if you run into any issues.

  6. Etienne said

    Hi

    Your information was very valuable as I have a client who wants to ensure their filter section on their Dashboard is retained and I did not know it was possible until now 🙂
    So regarding the Filter Button and Saving the filter selection as defaults, I would like to understand where the selection are actually saved? Is it in the SharePoint database somewhere (I hope so)?
    The reason I am asking is because these sorts of functionalities often rely on cookies, which the user can obviously clesar down for a number of reasons and therefore undo their selections.
    Any ideas?

    Etienne

    • denglishbi said

      It stores the parameter values in the PerformancePoint Service Application database in a table called PPSParameterValues. They will be retained for the number of days setup in the PerformancePoint application settings in Central Administration. If you do not use the Apply Filters option on a page these simply get updated each time the user submits. With the Apply Filters option they have the ability to control when these get updated in the database. By default the parameter values are stored in the database for 90 days. You can review the stored procedures in this database to see how these get added and removed. Here is another interesting posting back from PPS 2007 you might find interesting – http://blogs.msdn.com/b/performancepoint/archive/2008/02/12/always-display-default-filter-selection-in-dashboards.aspx.

  7. jonathan reininger said

    So what happens if I just use a “stsadm -export” from my test/dev system of a site that includes a Performance Point BI solution w/ Excel Data connection (the type where the .xls is pushed into the data connection file) and then use “stsadm -import” to import the site into production?

    Lets assume I have no SQL or External XLS file type connections. Will that method NOT work to Migrating PerformancePoint 2010 Content?

    I having problems where the production site will now not allow use to build any new data connections (of any type) inside the BI site that was migrated.

    Thanks.

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