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Change Qvw Filename - keep doc assignments and reload

Howdy,

I made the mistake of putting a version number in a deployed dashboard with 25 doc cal users.

Does anyone have a recommendation on how i can change my file from "SalesLog_v1" to "SalesLog" so i can more easily roll out updates while keeping doc cal assignments, reload schedules, etc. by just overwriting the production qvw?

I want to make a smooth cut-over...so my doc cal users don't even know something changed. I wish there was a way i could change the file name of the qvw and in qmc to match?

Any ideas?

Thank you,

-David

1 Solution

Accepted Solutions
swarup_malli
Specialist
Specialist

Yup ..

1) Backup current "Sales_V1.qvw" ( I always append the day's date to the backed up file before moving it to a back up folder..always make sure the file name is right ..so that you  don't end up losing doc cals ..instead of typing the filename I copy  the old file name then paste it to the new one)

1) remove DOC Cals

2) remove/delete  scheduled Tasks

3) Create a new task/job same  as   the old one ( but qvw would be "Sales.qvw")

4)  assign doc cals to the new qvw,then permission on which user can access it ...etc

View solution in original post

11 Replies
swarup_malli
Specialist
Specialist

Yes, You can..btw  you might have lost some document cals after renaming the document .

1) Before deleting SalesLog_v1, make sure you de- allocate all the cals that where assigned to it.Then delete the task associated with that document ,then delete the document

2) you can upload a new qvw ( SalesLog) ,create a job,assign licenses.

3) every time you make changes in the qvw, you can replace the old one with the new one make sure the document name remains the same.(Also back up the old file just in case)

Not applicable
Author

Do I run into the 24 hour quarantine if i want to move the doc cals between the old and new dashboard?

I am still running a file with "Sales_v1.qvw" and want to change it to just "Sales.Qvw" for update ease

swarup_malli
Specialist
Specialist

yes, you'll have to wait for 24 hours to move doc cals

Not applicable
Author

Is your recommendation...

1) remove DOC Cals

2) remove scheduled Tasks

3) Backup current "Sales_V1.qvw"

4) Change file name to "Sales.qvw"

5) Is this where i HAVE to wait 24 hours? Can i allocate, and then wait...how does this work?

6) Add Doc Cal users and re-schedule tasks?

Much thanks

-David

Not applicable
Author

Is this why IT people have to work weekends ??? haha

swarup_malli
Specialist
Specialist

Yup ..

1) Backup current "Sales_V1.qvw" ( I always append the day's date to the backed up file before moving it to a back up folder..always make sure the file name is right ..so that you  don't end up losing doc cals ..instead of typing the filename I copy  the old file name then paste it to the new one)

1) remove DOC Cals

2) remove/delete  scheduled Tasks

3) Create a new task/job same  as   the old one ( but qvw would be "Sales.qvw")

4)  assign doc cals to the new qvw,then permission on which user can access it ...etc

Not applicable
Author

Awesome, thank you

Man...that's a real pain that this could be done in 20 minutes - but has to be done over 24 hours

swarup_malli
Specialist
Specialist

I hear you David..waiting for 24 hours is a pain in the neck.:-)

I would just create a new task same as the old one....with a different file name

Believe me  reclaiming the doc cals from the server is a real pain in the neck

Not applicable
Author

Just finished my rollout and Qvw name update, your instructions and help were PERFECT. thanks for the guidance