What’s data transfer?
In essence, transferring involves exporting an entity, such as a database or dashboard, from one server as a dump file and creating a new entity by uploading this file to another server.
Depending on the chosen export method, the dump file might "remember" its origin, which allows maintain synchronization between entities on the target servers and the original entity.
Keep in mind that synchronized entities on the target server have restricted editing options to ensure consistency with their source.
User accounts on both source and target servers are independent. One user can download the entity, while another user uploads it to the target server.
To utilize this functionality, user accounts on both sides should have the Syndicate Manager role and the appropriate Creator role corresponding to the entity type (e.g., Dashboard Creator for dashboards, Database Creator for databases, etc.).
Why you may need it
Cross-server data transfer is advantageous in numerous scenarios where production infrastructure and research environments are distinct. Separation may arise due to staged quality checks, security restrictions, or business-specific needs.
Below are two primary use cases.
Effortlessly distribute syndicated databases to customers using DataTile's automated delivery system. This ensures the accurate and seamless delivery of new waves, reports, and dashboards without disrupting user tasks. Pre-release staging and quality checks prevent errors and eliminate the need for manual versioning of deliverables.
Research suppliers might lack access to high-stakes clients' infrastructure. By leveraging this feature, they can securely produce research deliverables like databases, dashboards, and reports and effortlessly transfer them to the client's DataTile server.
Exporting an Entity to a dump file
Get the entity’s HASH from its URL. Here’s how to acquire it.
Being authenticated on the source server, enter the following URL in the browser:
To download an dump file of the entity ad hoc:
to download the dump file containing credentials to keep the target entity you will create on the new server synchronized with its source.
Once DataTile generates the dump file for you, it will be downloaded promptly.
Afterward, you can create new entities from this dump file by yourself or send it to other users, allowing them to do so on another server.
Restoring an Entity from Dump Files on a New Server
To create a new entity from a dump file, authenticate on the target server and do the following:
Click on the '+' icon in the Drive
‘Entity from dump file’
Select the dump file from your disk
The newly created entity will be owned by the account under which it was restored. You can manage it as usual by sharing, granting access, or deleting it.
Triggering cross-server synchronization of entities
When you create a dump of an entity with synchronization credentials, its icon changes to signify that this entity now serves as a source for remote entities.
You can get information about remote entities, the time of last synchronization, etc. in the info panel of an entity.
Synchronization is not fully automatic. You can edit source entities, reload data, and test them before explicitly directing DataTile to propagate the changes.
When you're ready to distribute the updated entities, manually invoke the 'publish' API call by entering the following URL in the browser while authenticated on the source server:
where HASH identifies the entity.