Important Considerations
Before proceeding, please be aware of the following:
Copy, not Move: This process creates a copy of the component in the target workspace. You will need to manually delete the original component from the source workspace if you wish to move it completely.
Manual Component Type Update: The component type is copied along with the component and will need to be manually updated in the target workspace to match the desired type.
Bulk Updates: For efficiency, use Data Inventory to update component types in bulk.
Metamodel Cleanup: After copying, remember to delete any unused component types that were brought over to the target workspace's metamodel.
New IDs and OIDs: When copying components, please note that the target workspace will automatically generate new Ardoq IDs and OIDs. These are unique identifiers and are not transferred from the source.
Step-by-Step Guide
Open Workspaces: Open both the source workspace (containing the components to be copied) and the target workspace in Ardoq's workspace view.
Drag and Drop:
Locate the desired component(s) in the source workspace's left sidebar menu.
Click and drag the component(s) to the target workspace's left sidebar menu.
To copy multiple components at once, hold down the 'Cmd' key (Mac) or 'Shift'/'Ctrl' key + mouse click (Windows) while clicking the components.
Confirmation: Upon dropping the component(s) in the target workspace, Ardoq will display a confirmation dialog. Click "Copy" to proceed.
Verification:
After the copy is complete, verify that the components and their references appear correctly in the target workspace.
If necessary, delete the original components from the source workspace.
Additional Tips
Familiarize yourself with Data Inventory to efficiently manage component types.
Maintain a clean metamodel in the target workspace by removing any unnecessary component types.
By following these steps, you can leverage drag-and-drop to streamline the process of copying components between workspaces in Ardoq.
If you have any questions or running into an issue that is not currently addressed here, please don't hesitate to reach us at support@ardoq.com or via the in-app chat.