It is possible to transfer applications and dashboards to and from your Sandbox and any organization you are an administrator of. The most common case is users migrating resources from their Sandbox to a newly created organization.
To begin the process, select
Transfer Resources from the main navigation’s
My Sandbox is selected as the transfer’s
Source, but it is possible to set the Sandbox as the
Destination by choosing an organization as the source.
While all organizations you are a member of will be listed in the dropdowns, you may only select organizations for which you are an administrator.
Note: If you begin selecting resources to transfer and then change the source, your selections will be cleared and you will have to start the process again.
After selecting a
Destination, a list of applications for each will display. Clicking an application in the
Source column will mark it for transfer; the application will take on an “outbound” appearance, and the same application will appear in the
Pending Transfers section in the destination column. Clicking the application again (in either column) will remove the application from the pending transfer list.
If any application in the
Source column cannot be transferred – most likely because the application’s device count would be the destination over its own device limit – the application will be marked unavailable for transfer.
At the bottom of the application lists are device count summaries for both the source and destination, showing how many devices will be in each after the transfer is completed.
Like with applications, a list of dashboards belonging to the
Source and the
Destination will display, and clicking a dashboard will mark it for transfer. Dashboards are not subject to resource limits, therefore you may transfer any number of dashboards regardless of source and destination device counts.
However, any dashboard may include blocks from various applications owned by the organization (or, for Sandbox-owned dashboards, from multiple organizations and the user’s own Sandbox). Because of this, some dashboard blocks may break after the transfer – both at the source (because a dependent application was transferred out) and at the destination (because a dependent application was not transferred with the dashboard).
Consider the example above: We are transferring the application “Water Tanks” and the dashboard “Water Tanks & Chemical Levels” from a Sandbox to an organization. This transfer will have the following consequences:
- The Sandbox’s “Daily Overview” dashboard will have 14 functioning blocks and two broken blocks after the transfer, because those two blocks depend on the “Water Tanks” application, which is being transferred out of the Sandbox.
- The “Water Tanks & Chemical Levels” dashboard, which is being transferred to the organization, will have five functioning blocks and three broken blocks after the transfer. The five blocks will continue to function because their dependent application (“Water Tanks”) is being transferred with the dashboard; the other three blocks will break because their applications are not being transferred.
- The Sandbox’s “My Great Dashboard” is unaffected because none of its blocks reference the “Water Tanks” application.
After choosing your resources and reviewing your selections, you may complete the transfer by clicking the
Transfer button. The button’s label will reflect the number of applications and/or dashboards that have been marked for transfer. On successful transfer, you will be redirected to the destination’s overview page.
Settings page of any application or dashboard, you may change the resource’s owner (assuming you are an administrator of the current owner organization, or the resources is in your Sandbox). Selecting a new owner and clicking the “Continue” button will redirect you to the
Transfer Resources page with the source, destination and application or dashboard pre-selected. You may then review the transfer before finalizing the move.