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Upgrading Visualizations

Shinydocs Cognitive Analysis comes with a standard set of Visualizations. Periodically, Shinydocs releases a new set of Visualizations based on use cases and best practices. The following set of instructions will take you through the process of updating your existing visualizations to a new set supplied by Shinydocs – typically located in your download package with new versions of the Cognitive Analysis Toolkit.

Instructions

  1. Before you begin, it’s a good idea to back up your Index, which is typically located here: C:\Shinydocs\indexer\data.

  2. Delete your existing visualizations that were supplied by Shinydocs. If you have modified any of these, we recommend you use a unique prefix on their names, so you know not to delete those. Deleting is done via the Management/Saved Objects interface - select Type = visualization to start. Delete all of these (depending on the number of items per page listed, you may need to do this multiple times)

  3. Delete your existing dashboards that were supplied by Shinydocs. If you have modified any of these, we recommend you use a unique prefix on their names, so you know not to delete those. Deleting is done via the Management/Saved Objects interface - select Type = dashboard to start. Delete all of these (depending on the number of items per page listed, you may need to do this multiple times).

  4. Delete your existing index-pattern for your Shinydocs Index. Deleting is done via the Management/Saved Objects interface - select Type = index-pattern to start. Delete this object. Note: You need to delete, then re-add the index-pattern to ensure all new dashboards and visualizations are added correctly.

  5. Create the index-pattern for your Shinydocs Index.

  6. Import the provided Visualizations.json file (in this example, Visualizations - 2020-03-06.json)

  7. You will receive a notification about Index Pattern Conflicts - in the drop-down, select your Index name and then Confirm all changes

You are now ready to use the new Dashboards and Visualizations!

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