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

• Creating a Workspace from Existing Jobs

• Exporting a Workspace

• Importing a Workspace

• Taking Ownership of the Workspace of Another User

• Workspaces

• Workspaces

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 StandardsA 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 you create in this Workspace, as described in 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

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

2. 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: ApplicationA 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-applicationA 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.

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

   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. From the Workspace toolbar, click Check In.

   A confirmation message appears. The Workspace is now deleted.

7. 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

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 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. From the Workspace toolbar, click Check In.

   A confirmation message appears.

7. 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

1. From the Home tab, click Others Work.

2. Select the Workspace that you want to modify.

   The Workspace opens in a read-only mode.

3. Click Take Ownership.

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