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Migrate to the New Version of the Relationships & Dependency Map Views
Migrate to the New Version of the Relationships & Dependency Map Views

Learn how to effectively migrate presentation slides from the old to the new versions of the Relationships view and Dependency Map.

Kristine Marhilevica avatar
Written by Kristine Marhilevica
Updated over a week ago

With the release of the new versions of the Relationships view and Dependency Map we would like to provide you with a best practice to successfully replace all your existing slides with the latest version.

The new version of the Relationships view and Dependency Map enables you to handle larger datasets maintaining good performance and a cleaner view for easier visualization of the relationships and analysis of the dependencies across hierarchies and different component groups. Learn all about the new versions in their respective knowledge base articles:

Top tip:

  • Migrating existing data without delay is recommended.

What if I miss the deadline?

Your slides are still available despite the discontinuation of the old view. Migration to the new view is still possible. Since you cannot compare the old and new views, we recommend migrating slides before the view is discontinued. See the FAQ at the end of this guide for more information.

Table of Contents:

Step-by-step Instructions


1. Find the Presentations that include a Relationships or Dependency slide.

  • From the left bar find the Preferences icon and select > Migration checklist (available to admin users only).

ardoq migration checklist
  • Navigate to the ‘Relationships’ or ‘Dependency Map’ tab. Here you will find a list of all your presentations that include Relationships or Dependency slides.

  • Open the relevant presentation in edit mode. Slides that are to be migrated are marked with badges indicating that the view has been deprecated.

2. Open the appropriate views

Note: The option to compare slides will not be available if the view has already been discontinued. For more information, see the FAQ at the end of the guide.

  • Click the "Two Column View" icon that lives on the right side of the views.

ardoq two column view
  • In one column, select the old view, then select the new view in the other column. While they may look different, they display the same data, so do not change your context. We will modify the view next.

  • Close the Presentation slider without exiting the Presentation to give your screen space to work. This is done by clicking the "Play" icon on the top bar.

3. Replicate the view you see in the Relationships and Dependency maps (or improve them if desired):

  • Notice the view modifiers have changed. Refer to the Relationships and Dependency Map articles for a complete walk-through of all the functionality in the new version.

  • Adjust them as necessary. No need to do so for your perspectives as they will be applied to the new versions.

ardoq new view
  • Since filters are saved, we often find that it is beneficial to select all reference types (incoming and outgoing) to be included in the new versions. Alternatively, you may want to remove filtered references and use the view modifiers for reference traversal to have more consistent, accurate, and granular control.

  • The resulting view might not be exact. However, it will communicate the story we meant to tell. We find that in many cases you are able to replicate the view perfectly.

  • Close the old version by clicking the "X" on the right side of the view tabs.

  • Re-open the Presentation slider by clicking on the "Play" icon on the top right.

  • Hover over the slide to be replaced (do not click the slide as this will reset all your work).

  • Click "Replace Slide with Current View".

4. And Repeat!

Managing Discontinued Views in your Presentations

Note: By default, slides with discontinued views are skipped in a presentation. The warning icon in the slide navigator is the only way to access them

Within the presentation, you can delete the slide or migrate it to the new view by selecting the slide in edit mode.

The following screen will appear if the presentation is public or the user does not have permission to edit the slide:

Migration

Unfortunately, at this point you dont’ have the old view to compare with the new one, and we can only see the old view settings saved in the slide. You can check them by clicking the “Saved view modifiers” button.

While the slide is selected, simply select a new view. The data and perspectives are all the same, the only thing you have to set manually are the view modifiers.

When you are happy with what you see, replace the slide with the current view


Summary:

  • The 'Migration checklist' tab in the 'Edit organization' pop-up shows the presentations with slides that need to be migrated. To access it, click on Profile > Organization Settings > Manage Organization

  • Open up the 'two-column' view (if the view has not been discontinued)

  • As soon as you find the correct view, click "replace current slide".

  • A few tips:

    • In both the Dependency Map and the new Relationships view, setting the right degrees of relationship is often the biggest difference in getting the desired graph

    • In the new Relationships view, you can also add or remove "is parent of"-references to recreate your graph

    • For the new version of the Dependency Map, it is especially important to apply the right degrees of relationship because it displays multiple degrees of both incoming and outgoing degrees, whereas the old version displayed only 1 outgoing degree. Change incoming degrees to 0 and outgoing degrees to 1 to reproduce the default behavior of the old version of the Dependency Map.

    • A new version of the Relationships view only groups references that are included in the view. Increasing the slider as needed (including parent all) is recommended.

    • Dependency Map's new grouping functionality is context- and order-sensitive. Now you can visualize and focus only on components from the selected workspace and add groups in a different order to explore multiple combinations.

FAQ:

What if I miss the deadline?

Your slides are still available despite the discontinuation of the old view. It is still possible to migrate to the new view, but you will not be able to compare the old and new slides side by side. In its place, the old view settings are available. To see them, click the "Saved view modifiers" button.

Select a new view while the slide is selected. Only the view modifiers need to be set manually, the data and perspectives are the same.

Replace the slide with the current view when you are satisfied

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