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
1. Copying workspaces
Open Organization Settings: Click your Organization Name in the top-left corner and select Admin > Organization settings.
Navigate to Overview: Click on the Workspaces overview tab in the top menu bar.
Select Workspaces: Check the box next to the workspace(s) you wish to move. You can select one or multiple workspaces at once.
Initiate Copy: Click the Copy to organization button that appears at the top of the list.
Confirm Destination: Select the target organization from the dropdown menu in the prompt and click to confirm.
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.
Which method should I use?Use "Copy to Org" (Workspaces Tab): For quick, one-off copies of a single workspace to a sandbox or training environment.
Use "Bundles": For moving multiple interconnected workspace or complex data sets that require a more centralized administrative package.
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.