Resource Package Overview

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A resource package is a collection of metadata for assets in a group space, spanning from data sources to data portals. You can use resource packages to quickly copy and distribute assets across workspaces.

Use cases

  1. Enterprise version management.

    1. Within the same environment, importing assets from one workspace (Workspace A) to another (Workspace B) lets you manage versions, enabling version releases and isolation.

    2. Across different environments, the same principle applies when promoting assets, for example, from a development environment to a production environment.

    Note

    For managing assets across multiple environments, we recommend using the multi-environment migration feature, which supports asset cloning and user group permissions. For details, contact our sales team.

  2. One-time asset replication.

    1. Reuse existing assets across workspaces to accelerate your workflow.

    2. Migrate all assets at once during an environment upgrade, such as moving from a public cloud environment to a private deployment.

How it works

Rather than simply copying assets, a resource package creates a one-way import mapping to support version control. For example, when you import dashboard 'a' from Workspace A to Workspace B, a new dashboard 'b' is created. The system records a mapping from the unique ID of 'a' to 'b' (a -> b). If you later edit dashboard 'a' and re-import it in replace mode, the system automatically overwrites dashboard 'b', eliminating the need to manually delete the old asset in Workspace B.image

Note
  • You cannot import a resource package into its original workspace. To copy assets within the same workspace, use the Save as Work feature instead.

  • Circular imports are not supported. For example, if you import assets from Workspace A to Workspace B and then import them back from Workspace B to Workspace A, the system creates new copies in Workspace A instead of updating the original assets.

Limitations

  • Resource packages are available only in the Professional Edition.

  • Only an organization administrator can view and manage resource packages.

  • Online imports are restricted to resource packages from the same organization. Offline imports do not have this restriction.

  • Importing a resource package from a newer product version to an older version is not supported. For example, you cannot import a package from public cloud version 5.0 to a private deployment running version 4.0.

  • A resource package includes only published assets and does not contain all metadata. The following table details what is and is not included.

Category

Inclusions

Exclusions

data portal

Styles, metadata, menu configurations, and directories.

Menu permissions and legacy data portals.

dashboard

Styles, metadata, query control information (including manually entered enumerated values), global parameters, and directories.

Legacy dashboards, full-screen dashboards, and features like crosstab navigation.

spreadsheet

Styles, metadata, query control information (including manually entered enumerated values), global parameters, and directories.

None.

data screen

Styles, metadata, query control information (including manually entered enumerated values), global parameters, and directories.

None.

ad-hoc analysis

Styles, metadata, query control information (including manually entered enumerated values), and directories.

None.

self-service data retrieval

Styles, metadata, query control information (including manually entered enumerated values), and directories.

None.

data entry

Styles, metadata, and directories.

None.

dataset

Table-based and custom SQL datasets, including metadata and placeholders.

row-level security, OSS data sources, and data lineage validation.

data source

Data source configuration information.

Database credentials (username and password). Data sources from exploration spaces are not supported.

Permissions

None.

All permissions are excluded, including individual user permissions, user group assignments, and tags.

Other

dashboard theme templates and data lineage.

None.

For more information, see: