Copying Workspace Data

When you create a standalone or managed workspace, you can choose to copy over the referenced workspace's document and service information.

To copy the workspace reference data, you need to select the Copy Workspace Data check box when creating a new workspace. This checkbox is located on the Main page of the Workspace Properties document.

The following configuration information will be copied to the new workspace from the referenced workspace regardless of whether the Copy Workspace Data check box is checked:

Security roles
Security categories
Custom nomenclature
Lookups
Document subtype templates
Custom Print Layouts

The following information will also be copied from the reference workspace if you have selected the Copy Workspace Data check box:

Documents for which there can only be one per workspace (for example, Currency, Limits of Authority, Cost period and Taxes). If one of these documents already exist in the new workspace, they will be overwritten by the one from the reference workspace.
FMS files
Document instant permissions
Workspace periods
Synchronization relationships - If a document in the referenced workspace was previously synchronized with the Organization, this synchronization relationship is also copied.

The following are not copied to the new workspace:

Notices
Activity Logs
Personal views
Any documents created as part of the Workspace Creation (e.g., Management plans and linked Catalog Cards)