Copying a space

You can copy the information from an existing Source Space to an existing Target Space. A space can be copied to use for testing, differentiated sharing, or other purposes.

For example, your co-worker shares a space with you, you can copy it and modify its reports and dashboards.

When you copy a space, the copy includes:

Reports (private and shared)
Dashboards

Note: As of the 2025.02 release, data is no longer copied as part of the copy space process.

When copying a space, note that:

The default space size limit for copying spaces is 100 GB. Any space over the size limit cannot be copied. Contact your Birst representative to change your space size limit.
You can use the copyspace Administrative commands or the copySpace web service to copy a space and specify the items to copy, including items that cannot be copied from the Home page button.
To copy Data Driven Dashboard conditions, you must include the dashboardstyles copyspace option.
You must not be restricted from creating a new space. By default all users can create their own spaces.
You must have access to the space to copy. This means that either:
- It is your space and you are the Space Administrator
- It is a space that has been shared with you

Note: Users, groups, group permissions and memberships, data processing schedules, report schedules, and color palettes for attributes are not copied. Additionally, Birst does not copy the Always On property for a space to the target space. Any Always On connection from the source space is removed when copied to a new space.

You can copy a space by using Orchestration or by duplicating the space in the Spaces panel.

To make a duplicate of a space from the Spaces panel:
1. Select the Global Navigation Menu to display the Spaces panel.
2. Click the Actions icon for the space you want manage.
3. Select Duplicate from the Actions menu.
  Note: As of the 2025.02 release, data is no longer copied as part of the copy space process. Only the repository and report catalog are copied.
4. Specify a new Name for the space, then click Duplicate.
To copy a space with options, such as including or excluding items from that space, you can use Orchestration.
1. Navigate to Orchestrationin Admin.
2. Click the + icon to create a new workflow. A worflow with a Step 1 section is displayed.
  Optionally, you can add a name and description to the step. Click the Pencil icon that displays next to Step 1 or click More Actions and Rename to add a name. Click More Actions and Edit Description to add a description to the step.
3. Click the Add task to step icon the step.
4. Select a task type of Copy Space from the Task 1 list.
5. Select a Source Space to copy from.
6. Select a Target Space to copy to.
7. Select a Mode of Copy.
8. Specify other related options in the Options field. You can list multiple options in a semicolon separated list, such as option1;option2;option3 and so on.
  The user interface does not allow for illegal characters, such as double quotes, in the Options field. Double quotes can be used in the command line prompt to copy a space but results in an error message in the user interface.
9. Click Save.
  The copy space workflow is created and listed in the Workflows panel. Optionally, you can add additional tasks to this step or add steps to the workflow. See the Orchestration section for more information.
10. Click Actions for the copy space workflow, then select Run Workflow.