Overview of the Workspaces

Updated 4 months ago by Stephanie Krenz

Workspaces allows you to organize and manage tasks, projects and workflows efficiently and clearly. They are the starting point when it comes to creating tasks and runs. A workspace offers you numerous advantages, such as higher productivity, better collaboration and easier access to information. With workspaces, users can create an environment that is tailored to their individual needs and preferences.

Hint
For a better overview, it has proven useful to create a separate workspace for each SAP-system, Client, Company Code, Work area or Domain to make it easier to manage the tasks there.

Workspace Creation

You can create a Workspace with the following steps:

  • Click on Workspaces at the top and then on + Workspace at the top right
  1. Enter a name for the Workspace
  2. Chose a Workspace-Type:
  • Analyze -> Generates an extraction package automatically based on the selected audit steps, extracts the data and then performs the analysis
  • Extract -> Uses a user-defined package created via the Package Studio to perform the data extraction -> the data is not analyzed
  1. Optional -> Enter a description
  2. Optional -> Assign tags to the workspace (users can create and select these tags themselves in order to find workspaces more quickly in the overview using the sorting function or to better organize workspaces)
  3. Optional -> Assign existing teams to the Workspace
  • Selected -> Shows all teams that have already been assigned to the workspace
  • Unselected -> Shows all teams that have not been assigned to the workspace
  • All -> Shows all existing teams
  1. Optional -> Assign existing users to the Workspace
  • Selected -> Shows all users that have already been assigned to the workspace
  • Unselected -> Shows all users that have not been assigned to the workspace
  • All -> Shows all existing users
  1. Create or Create & Close -> As soon as all settings have been entered, the workspace can be saved -> Create & Close creates the workspace and automatically exits the view and returns to the listing

Overview

With a click on Workspaces you see a List of all existing Workspaces:

You see the following information:

  • Search filters
    • Search field
    • Workspace Type -> You can filter the existing Workspaces for the Types Analyze and Extract
    • Tags -> You can filter the existing Workspaces with the Tags (in this screenshot its the Tag Demo)
  • Details
    • Workspace Type -> A = Analyze, E = Extract
    • Name of the Workspace
    • Description
    • Tags
    • New Task -> With the button Add new Task you can add a new Task to this Workspace
    • Three dots next to the Workspace name -> You can change (Edit), copy (Clone) or remove (Delete) the workspace using the three dots next to the workspace name.
Note
When you delete a workspace, you will receive a message in which you can also delete the associated exported and analyzed data together with the deletion of the workspace. To do this, select the relevant checkbox.
  • Tasks
    • Task -> Name of the Tasks
    • Frequency -> Scheduling of the Tasks which defines how often a Run is executed, here hourly (if Immediately or Once is shown here, the task was executed once and not repeated)
    • Next Run -> shows when the next Run starts, if scheduled
    • Total Runs -> shows how often the task has already been executed
    • Last Run -> Status of the last run, if it was successful, has not yet been executed, has failed or is currently running


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