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Migrating a theme from DEV to PROD

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Rob F
Rob F Rank 4 - Community Specialist

Hello,

We have our corporate theme built into FDI as the default theme. This was configured in the DEV environment and now we're moving to PROD.

Is there a way to copy the theme from DEV to PROD?

This would help ensure all the settings carry between environments.

Hopefully you have some insight.

Kind Regards
Rob

Answers

  • RVohra
    RVohra Rank 6 - Analytics Lead

    Please try following:

    1. create a workbook using the dataset that you need to move, and save it
    2. export the workbook
    3. Import the workbook into the other instance
    4. Along with the workbook, the dataset also gets imported
  • Rob F
    Rob F Rank 4 - Community Specialist

    Oh thanks @Silvio Garber-Oracle! I didn't see it when I searched.

    Is it only the default theme that doesn't follow with the workbook? Or is it any Saved Theme? (I hope it's only the default.)

    If not, I think these are these the steps to create and migrate the theme and to set a default: (3 separate steps)

    Create the theme

    1. Create and save a workbook and applying the theme manually
    2. Archive this copy of the workbook for migration to other environments
      1. NOTE: This original must be preserved/maintained as the original for the enterprise theme

    Saving the theme

    1. Open a copy of the workbook
    2. Save the theme to the environment

    Setting the theme as default

    1. Open the "Layouts and Themes"
    2. Set the custom theme saved as the "Default"

    Migrating shared themes properly would be a great feature, but I can see this works as a workaround.

  • Silvio Garber-Oracle
    Silvio Garber-Oracle Rank 5 - Community Champion

    I think you nailed it. I wonder if an environment bundle would bring themes along, but I haven´t tested it. In any case, this approach wouldn´t serve for your scenario.