Payee Portal: Deploying Dashboard Changes to Production

Summary:

This article will help you move approved Incentive Compensation Dashboard changes from the lower environment into production. It will explain the difference between publishing the dashboard extension and migrating the OTBI reports and visualization configurations that the extension depends on.

Understand the process

Dashboard changes are made and published in an approved lower environment. Publishing makes the extension available in that environment; it does not by itself deploy the change to production.

The production migration includes several dependencies. Migrate the OTBI reports first, then the Visualization Configurations, and then deploy the dashboard extension. The reports must exist at the same paths in the target environment so the chart configurations can resolve their report references.