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Planview Customer Success Center

Cannot import report from development to production (CP 2010)

Symptoms
Not able to import Report Designer report form development environment into production environment.

- The custom view is created in the production SQL server with the same access permissions.

- The custom data source and the data provider are created in the production environment, with the same security access configuration as in the development environment.

- Data collection is already created in the production Report Designer environment.

- Verified that the user has access to the data provider.

Error/warning messages
The target Resource does not have the rights to use the included data providers for this report.

Reason
The existing data provider was created in the production environment prior to the import, therefore had a different internal ID which cannot be associated with the new report.

Creating a data collection in the production environment before importing the report is not necessary; the data collection will be automatically created when the report is imported.


Resolution
Follow the process below for importing a custom report based on a custom provider:

1. Make sure that the underlying SQL view and the Data Source is created in the production environment, with the same access configuration

2. Export the Data Provider from the development environment, using Actions menu in System Manager >> Reporting >> Data Provider Configuration page

3. Import the Data Provider into production environment, using the same page (in production environment)

4. Make sure that your account has access to the new Data Provider, using System Manager >> Reporting >> Data Provider Access page

5. Import the report to your production environment again, using the same account that has access to the new Data Provider