trueChart Help

How to: Transport TRUECHART comment types

Introduction:

When you migrate your BI applications from one TRUCHART service to the next and this BI application/s has any TRUECHART comment type. You can use the transport utility in TRUECHART management console and follow the below steps:

 

  • You would need an application that has commenting types either perspective comments, table 1.0 inline comments (with common tables) or table 2.0 inline comments

Example TRUECHART 2.0 inline comments:

image-20240304-065120.png
  • Migrate your published BI application from TC Service A to TC Service B

  • Publish your BI application

  • Open the BI application on TC Service B, on all sheets with TRUECHART visuals (There will be no comments in the TRUECHART visual) .

 

image-20240304-065358.png
  • Open TRUECHART management console (TC Service B) and select transport management and click on “New transport”

 

  • Search for your published BI application and take note of the applications source: “My Work: \auth0|3d554dbc249b65ff39f04a4ad3ffb99948097335b05fd006cb04ffb68d0fd2b8/Transport commenting”

 

  • Open TRUECHART management console (TC Service A) and select transport management and click on “New Remote System”

 

  • Insert the remote server’s (TC Service B) information and click on test connection. If the test connection is successful click on “Save”

 

  • Click on “New transport”

  • Name your transport.

  • Choose a Remote system.

  • Search for your application you want to transport comments from and check the box next to it.

  • Insert your target captured in one of the prior steps: “My Work: \auth0|3d554dbc249b65ff39f04a4ad3ffb99948097335b05fd006cb04ffb68d0fd2b8/Transport Commenting”

  • Check the box next to “Table 2.0” and click on ” Save”

Please note: If you want to transport table 1.0 comments you would need to select “Common table” in your transport configuration and your table 1.0 would need a common table configured.

 

  • Hover over your new transport and click on “Run”.

 

  • Check the status of your transport.

  • Open/refresh the BI application/sheet (With table 2.0 comments) on TC Service B.