Workspaces

A Workspace is an area in the Planning domain where you can create a workflow A flow of jobs that executes at specific times, in a specific sequence, and under specific conditions. that contains all your folders, sub-folders, and jobs. You can create a blank Workspace and add new folders and jobs, as described in Creating a Workspace, or load existing or saved jobs into a new Workspace, as described in Creating a Workspace from Existing Jobs and Importing a Workspace.

Timeline View enables you to see a Gantt chart of the scheduling criteria for a selection of jobs and folders or the entire Workspace. This enables you to verify that there are no scheduling conflicts, such as when a job is scheduled to run on a date when its parent SMART folder is not scheduled to run. Timeline View shows the job run schedule for the current year, the two previous years, and the two subsequent years. You can access Timeline View from the middle More drop-down list on the Workspaces toolbar.

The following procedures describe how to manage your Workspace:

• Creating a Workspace

• Creating a Workspace from Existing Jobs

• Exporting a Workspace

• Importing a Workspace

• Taking Ownership of the Workspace of Another User

Creating a Workspace

This procedure describes how to create a Workspace, which enables you to create and define folders, sub-folders, and jobs.

Begin

1. From the Home tab, click and select Add New Workspace.

   The Create New Workspace pane appears.

2. Define the Workspace parameters, as described in Workspace Parameters.

3. Click Create.

   A new Workspace is created.

Workspace Parameters

The following table describes the Workspace parameters that you must complete when Creating a Workspace.

Parameter	Description
Name	Defines the name of the Workspace.
Description	Provides a free text description of the Workspace.
Site Standard	Determines which Site Standards A set of rules that are relevant to your organization, are applied on the folder level, and determine how users must define folders and jobs. are applied to folders that you create in this Workspace, as described in Site Standards. If Site Standard enforcement is enabled (see Configuring System Settings), you must assign a default Site Standard.
Server	Determines which Control-M/Server runs the jobs in this Workspace.

Workspace Statuses

The following table describes the possible Workspace statuses that appear in the Status column of the Home tab.

Status	Description
User Works	Indicates that the user listed in the Owner column owns the Workspace.
Checked-In	Indicates that the original Workspace owner has checked it in.

Creating a Workspace from Existing Jobs

This procedure describes how to load and modify existing folders, sub-folders, and jobs in a new Workspace.

Begin

1. From the Home tab, click Folders and Jobs.

2. Do one or more of the following:

   • Filter Jobs: To filter the jobs, define the required filters in the Filter Folders and Jobs pane on the right.

     • If the value of an attribute contains a special character, such as * ? . ! [ ] , | ^ $ +, you must add a \ (backslash) to the string before the special character.

       To filter the Sub-application Testsubapp+t, you must type Testsubapp\+t in the search field.

     • If you use an * (asterisk) with a \, the * acts as a special character, not a wildcard.

     Jobs and folders that match your filter criteria appear in the list. To view folder and job parameters, see Creating a Folder, Creating a Sub-folder, and Creating a Job.

   • Filter by Hierarchy: To filter jobs based on their hierarchy, from the Folders and Jobs sub-tab toolbar click Show Jobs By and then click one following:

     • Application: Filters by jobs according the following hierarchy:

       Application A job attribute that provides a logical name for sorting groups of jobs, which enables you to search for and update jobs. > folder > Control-M/Server > job

     • Sub-application: Filters by jobs according the following hierarchy:

       Sub-application A job attribute that provides a logical name for sorting groups of jobs in an Application, which enables you to search and update jobs. > folder > Control-M/Server > job

     • Control-M/Server: Filters by jobs according the following hierarchy:

       Control-M/Server > folder > job

     If you select more than one of than one of the above options, the following hierarchy demonstrates the precedence of your choices:

     Application > Sub-application > Control-M/Server

3. Select the jobs that you want to load and then click Open Workspace.

   The Workspace opens in read-only mode.

4. Select one of the following options:

   • Modify: Enables you to modify folder and job definitions in this Workspace.

   • Duplicate: Enables you to duplicate this Workspace.

5. Click Save.

6. (Optional) To check in the Workspace, do the following:

   1. From the Workspace toolbar, click Check In.

      A confirmation message appears.

   2. Click Check In.

      The jobs are uploaded to the Server and the Workspace is deleted.

Exporting a Workspace

This procedure describes how to export a saved Workspace to a JSON file, which enables you to export job and folder definitions and later import them to the same or another environment, as described in Importing a Workspace.

You cannot export duplicate job names.

Begin

1. From the Workspace toolbar, click Export.

   A drop-down list of file types appears.

2. From the drop-down list, select JSON.

   The JSON file is exported and downloaded.

Importing a Workspace

This procedure describes how to import a Workspace from a JSON file, which enables you to import folder and job definitions into your current environment.

Begin

1. From the Home tab, click the drop-down list and select Import from File....

2. Select the file you want to load and click Open.

   The folder and job definitions are loaded into a new Workspace, in read-only mode.

3. Select one of the following options:

   • Modify: Enables you to modify the folder and job definitions, and save as a new Workspace. Changes made to the new Workspace overwrite the existing folder names and events.

   • Duplicate: Enables you to duplicate the folder and job definitions, and save as a new Workspace. The duplication of a Workspace adds a suffix to the folder name and events.

4. For each parameter, type the required values, as described in Workspace Parameters.

5. Click Save.

   The Workspace is saved.

6. (Optional) To check in the Workspace, do the following:

   1. From the Workspace toolbar, click Check In.

      A confirmation message appears.

   2. Click Check In.

      The jobs are uploaded to the Server and the Workspace is deleted.

Taking Ownership of the Workspace of Another User

This procedure describes how to take ownership of a Workspace that belongs to another user, which enables you to modify it.

Begin

1. From the Home tab, click Others Work.

2. Select the Workspace that you want to modify.

   The Workspace opens in read-only mode and the following message appears underneath the Workspace toolbar:

   <Owner> owns this Workspace.

3. Click Take Ownership.

   You now own this Workspace, and it appears in the My Work area in the Home tab.