If you have more than one organization in Ardoq, it is possible to copy some or all of your data from one to another.
Note: Requires the Administration Feature toggle "Copy Workspaces Between Organization"
There are two ways to do this:
1. By copying individual workspaces
2. By using Bundles
Copying workspaces
You can copy one or many workspaces at the same time and make a copy to the other org. This can be done either one by one or by putting several in one batch. First, make sure you are an Administrator in both Workspaces. Then, go to the Workspace Menu (in the organization you want to copy from) on the left side and choose Copy to organization.
Finally, choose the target organization (where you want to copy the workspaces to), choose workspaces you would like to move, and then click ‘Copy’. Now all the selected Workspaces should be copied over.
2. Bundle copy
The ‘Bundle’ feature in Ardoq also allows you to make a copy of your org and move the data to another org. You can find this feature under Preferences> ‘Organization Settings’ > ‘Bundles’:
If this feature is not visible, please contact the support team to have it enabled. To use this feature, you must be an organization admin in both the source and target organizations.
How to Create a Bundle
Select 'Bundles' and navigate to the left menu and choose 'Create Bundle'.
Name & Workspaces: Provide a name, and then choose the workspaces you would like to add. You can include components, references, and a target folder.
Add Viewpoints & Assets: Select associated Presentations, Surveys, Saved perspectives, Dashboards, or Broadcasts.
Add Viewpoints: Use this field to include your Ardoq Discover Viewpoints.
Add Traversals: Use this field to include your Core Viewpoints
Integrations: You can also include configuration settings for integrations, such as ServiceNow import configurations or column mappings.
Finalize: Click on 'Create Bundle'.
Note: While copying a survey, make sure you also copy the workspaces where the references point to.
You can now see the bundles you created under ‘Manage Bundles’. You can also make changes to the bundles you just created (edit or delete). To make a copy, click on ‘Copy to Org’ and choose the target org and also set permissions for the copied data (Read or Write). Finally, click ‘Copy’ and you will now have all the data copied in your target organization.
Note: Bundles do not copy a workspace that has already been copied, even if the name has been changed.
Important Considerations & Limitations
Before moving data, please keep the following technical details in mind:
Migration, Not Synchronization: Bundles are a mechanism for the initial migration of data and structure. There is currently no mechanism to "sync" or "update" a workspace once it has been moved.
New GUIDs: When a bundle is applied to a target organization, Ardoq generates a new Global Unique Identifier (GUID) for every workspace, component, and reference. Because these IDs differ from the source, subsequent bundle moves will not update existing components.
Duplicate Prevention: Bundles do not copy a workspace that has already been copied to that specific target organization, even if the name has been changed. To copy the workspace again, you must first delete the existing copy in the target organization.
Sandbox Workflow: Because of the unique GUID generation, bundles are ideal for promoting a new configuration from Sandbox to Production, but they are not intended for recurring synchronization or "cloning back" updates to existing Sandbox items.
Scenarios: Scenarios cannot be copied between organizations.
If you still have questions or need more information to enable bundles, reach out to us via our website or by using the in-app chat.