Physical Schema and Dashboard Versioning

A CMC administrator can enable version history tracking of dashboards and physical schemas. Once enabled users will be able to access the version history of a dashboard or physical schema. As an Incorta user you can preview, restore, export, or create a copy of prior dashboard and physical schema versions.

Incorta Labs Feature

An Incorta Labs feature is experimental and functionality may produce unexpected results. For this reason, an Incorta Labs feature is not ready for use in a production environment.

Steps to enable dashboard and physical schema version history

The following are the steps for enabling the dashboard and physical schema version history:

As the CMC administrator, sign in to the CMC.
In the Navigation bar, select Clusters.
In the cluster list, select a cluster name.
In the canvas tab, select Cluster Configurations.
In the Cluster Configurations menu, select Default Tenant Configurations.
In the Default Tenant Configurations menu, select Incorta Labs.
Toggle the Dashboard versioning properties on.
Configure the Dashboard versioning properties:
- Maximum number of versions per entity
- Backup frequency
Select Save.

Dashboard versioning properties

Property	Control	Description
Maximum number of versions per entity	text box	Set the maximum number of versions to maintain for each dashboard and schema
Backup frequency	drop down list	Set the cadence of version creation for each dashboard and schema

Note

When selecting a timed backup frequency, if an entity has not been changed since the last stored version Incorta will not add a redundant version to the dashboard and physical schema history.

Accessing dashboard version history

Here are the steps to access the dashboard version history:

Sign in to the Analytics Service.
In the Navigation bar, select Content.
In the Dashboard menu, select the desired dashboard.
In the upper right corner, select More Options (⋮ vertical ellipsis).
In the More Options menu, select Version History.

Search dashboard version

From the Version History menu, you can search for a specific version using the following search properties:

Property	Control	Description
Version Date	drop down list	Select a time frame to filter results of version history
Version Date Between	calendar date picker	Available when Custom is selected in Version Date. Select a start and end date to filter version history
Modified By	text box	Enter a username to filter by the user that edited the dashboard. The modified By field is not case sensitive

Dashboard version history properties

Property	Control	Description
Preview	preview window	Opens a preview window of the dashboard version. You can Restore, Export, or Create copy from the preview window
Restore	button	When selected the dashboard will be updated to the selected dashboard version
Export	export window	Opens an export window, in which you can optionally include Bookmarks and Scheduled Jobs in the export. The dashboard will be exported as a package of XML files.
Create a copy	copy dashboard window	Opens a Make a copy window. From this window you can rename the dashboard copy and select the Content file location.

Accessing physical schema version history

Here are the steps to access the physical schema version history:

Sign into the Incorta Direct Data Platform™
In the Navigation bar, select Schema
In the Schema menu, select the desired schema
In the upper right corner, select Settings (gear icon)
In the Settings menu, select Version History

Search physical schema version

From the Version History menu, you can search for a specific version using the following search properties:

Property	Control	Description
Restore	button	When selected the schema will be updated to the selected schema version
Export	export window	Opens an export window, in which you can optionally include Scheduled Jobs in the export. The schema will be exported as a .zip package of XML files.