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Basic Functions

Hint

Creating separate Workspaces for each SAP System, Client, Company Code, etc. can improve the overview and make Task management easier.

Overview​

Click 'Workspaces' to see an overview of all Workspaces.

On the left, you can see all the Workspaces that have been created and how many Tasks they contain. Clicking on a Workspace displays more information about the Tasks in a table on the right. For example, you can see the name and type of the Task, its Frequency, its Status (whether it is active or scheduled repeatedly), its last Run status, its next Run and its total Runs.


Creating a Workspace​

Note

If you authorise individual Teams or Users, only those Teams or Users will have access to the Workspace. If you do not make a selection, all Teams and Users will have access.

  • click on + Workspace
  • Name: enter a name for the new Workspace
  • Description and Tags (optional): 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.
  • Team authorisation (optional): authorise individual teams to use the new Workspace
    • Selected: shows all teams that have already been assigned
    • Unselected: shows all teams that have not been assigned
    • All: shows all existing teams
  • User authorisation (optional): authorize individual users to use the new Workspace
    • Selected: shows all users that have already been assigned
    • Unselected: shows all users that have not been assigned
    • All: shows all existing users
  • Create or Create & Close: as soon as all settings have been entered, the workspace can be saved

Workspace submenu​

Clicking on More gives you the following options:

  • Activities: see the latest changes to the Workspace and which settings were changed
  • Edit Workspace: add or change the Description, Tags or the permissions for the Teams and Users
  • Clone Workspace: copy the Workspace with all it's settings (the Tasks within won't be cloned)
  • Delete Workspace: delete the Workspace and choose if you want to delete the Extracted Data and Processed Data as well - This cannot be undone

Filtering Workspaces & Tasks​

Workspaces​

At the top left is a search box which you can use to search for specific Workspaces. With the Filter button you can select one or more specific Tags. You can also sort the list of Workspaces by Newest (default), Name, Task Count and Lastest Modified.

Tasks​

Above the Task overview there is also a search bar. Here you can search for specific Tasks. With the Filter button you can filter for a specific Task Type (Analyze, Extract or Replication), for a Frequency (Once, Hourly, Daily, Weekly, Monthly, Loop) and for the Status (Running, Succeeded, Failed, Canceled). Click on Reset Filter to see all Tasks again.


Column selection and Task Submenu​

Column selection​

Click on Columns to see all the available columns. Clicking on one of them allows you to select or deselect it. You cannot unselect the 'Task' column. Click on Reset to default to restore the default selection (Task, Status, Frequency, Last Run Status, Next Run and Total Runs).

Task Submenu​

You will find the submenu for each task on the right side of the table entry. Click on the three dots to see the available functions:

  • Activities: see the latest changes to the Task and which settings were changed
  • (De)Activate Task: this option is only available, if the Task was scheduled repeatedly - you can activate or deactivate the schedule here
  • Clone Task: copy the Task with all it's settings (the Runs within won't be cloned)
  • Delete Task & Runs: delete the Task and choose if you want to delete the Extracted Data and Processed Data as well (what kind of Data you can delete depends on the Task Type) - This cannot be undone