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
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Enterprise version management.
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Within the same environment, importing assets from one workspace (Workspace A) to another (Workspace B) lets you manage versions, enabling version releases and isolation.
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Across different environments, the same principle applies when promoting assets, for example, from a development environment to a production environment.
NoteFor 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.
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One-time asset replication.
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Reuse existing assets across workspaces to accelerate your workflow.
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Migrate all assets at once during an environment upgrade, such as moving from a public cloud environment to a private deployment.
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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.
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You cannot import a resource package into its original workspace. To copy assets within the same workspace, use the Save as Work feature instead.
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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
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Resource packages are available only in the Professional Edition.
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Only an organization administrator can view and manage resource packages.
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Online imports are restricted to resource packages from the same organization. Offline imports do not have this restriction.
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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.
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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: