Workspaces
A Workspace is an area in the Planning domain where you can create a workflowA 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 use existing jobs to create a new Workspace, as described in Creating a Workspace from Existing Jobs.
The following procedures describe how to manage your Workspace:
Creating a Workspace
This procedure describes how to create a Workspace, which enables you to create and define folders, sub-folders, and jobs.
Begin
-
From the Home tab, click
and select Add New Workspace.
The Create New Workspace pane appears.
-
Define the Workspace parameters, as described in Workspace Parameters.
-
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 If Site Standard enforcement is enabled (see Defining System Settings), you must assign a default Site Standard. |
Server |
Determines which Server runs the jobs in this Workspace. |
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
-
From the Home tab, click Folders and Jobs.
-
Do one or more of the following:
-
To filter the jobs, click Filter.
The Filter Folders and Jobs pane appears.
-
If the value of an attribute contains a special character, such as * ? . ! [ ] , | ^ $ +, you must add a \ (backslash) to the string before the special character.
-
If you use an * (asterisk) with a \, the * acts as a special character, not a wildcard.
If you want to filter the Sub-application Testsubapp+t, you must type Testsubapp\+t in the search field.
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.
-
-
To filter the hierarchy view of the folders and jobs, in the Show Jobs By area, select one of the following:
-
Application Only: Application
A job attribute that provides a logical name for sorting groups of jobs, which enables you to search for and update jobs. > folder > job.
-
Sub-application Only: 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 > job.
-
Application and Sub-application: Application > Sub-application > folder > job.
-
Clear All: Folder > job.
-
-
-
Select the jobs you want to load and click Open.
The Workspace opens in read-only mode.
-
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.
-
-
Click Save.
-
From the Workspace toolbar, click Check In.
A confirmation message appears. The Workspace is now deleted.
-
Click Yes.
The jobs are uploaded to the Server and the Workspace appears in the Home tab with a status of Checked in.
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
-
From the Workspace toolbar, click Export.
A drop-down list of file types appears.
-
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
-
From the Home tab, click
and select Import from File....
-
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.
-
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.
-
-
For each parameter, type the required values, as described in Workspace Parameters.
-
Click Save.
The Workspace is saved.
-
From the Workspace toolbar, click Check In.
A confirmation message appears.
-
Click Check In.
The jobs are uploaded to the Server , and the Workspace appears in the Home tab with a status of Checked in.
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
-
From the Home tab, click Others Work.
-
Select the Workspace that you want to modify.
The Workspace opens in a read-only mode.
-
Click Take Ownership.
You now own this Workspace, and it appears in the My Work area in the Home tab.