Managing Personal Workspaces

Checking Workspace Usage

To check how many resources of a kind are in a certain personal workspace, follow these steps:

1. Navigate to Tenant > Folders. The Folders page is displayed.
2. Click the Personal Workspaces tab. The Personal Workspaces page is displayed with all workspaces in the tenant.
3. For the desired workspace, click See Usage. A page with details about the resources in that workspace is displayed.

Converting a Personal Workspace Into a Folder

Note:

• Converting a personal workspace into a folder is an irreversible operation.
• The owner of the initial workspace and the admin user are added by default to the newly created folder and assigned the Personal Workspace Administrator role.
• The user who performed the conversion is added by default to the newly created folder with the Folder Administrator role.

1. Navigate to Tenant > Folders. The Folders page is displayed.
2. Click the Personal Workspaces tab. The Personal Workspaces page is displayed, showing the list of all workspaces in the tenant.
3. For the desired workspace, click More Actions > Convert to Folder. A window prompting you to fill in the folder's name is displayed.
4. Fill in the name on the New Folder Name field and click Convert to complete the conversion. A new folder is created and is available on the Folders page. The folder is created by default with its own package feed.

Upon converting an active user's personal workspace into a folder, a new personal workspace is created for that user if automatic workspace creation is enabled at the user level.

Exploring a Personal Workspace

You need the following permissions to explore a personal workspace:

• The View and Edit permissions on Folders
• The View permission on Users
• The View permission on Roles

Administrators can access the contents of a personal workspace and can execute jobs in the context of the workspace while exploring it.

1. Navigate to Tenant > Folders. The Folders page is displayed.
2. Click the Personal Workspaces tab. The Personal Workspaces page is displayed, showing the list of all workspaces in the tenant.

3. For the desired workspace, click More Actions > Start Exploring. The workspace view is displayed, and the workspace becomes available on the side navigation bar for the administrator to check its contents.

   Note: A background job runs at minute 25 of every hour to check if users exploring workspaces still have the required permissions to explore them. If they do not have the required permissions, the explore sessions are terminated.

   The original owner of the personal workspace is properly notified whenever a user begins or ends an exploratory session.

   
   

   

   
   

Deleting a Personal Workspace

1. Navigate to Tenant > Folders. The Folders page is displayed.
2. Click the Personal Workspaces tab. The Personal Workspaces page is displayed, showing the list of all workspaces in the tenant.
3. For the desired workspace, click More Actions > Remove. The Delete Workspace window is displayed, showing all items in the workspace, if any.

Upon deleting an active user's personal workspace, a new personal workspace is created for that user if automatic workspace creation is enabled at the user level.

Note: All items in the workspace, test automation data included, are deleted upon the workspace's deletion.

Automatically Stopping Personal Workspace Exploration

Orchestrator administrators have full control over when to stop the exploration of personal workspaces. This is done with the help of two tenant-level settings:

• Automatically stop exploring Personal Workspaces after - Allows Orchestrator administrators to enforce a rule dictating that personal workspace exploration is automatically stopped after a set amount of time.
• Stop all active sessions for exploring Personal Workspaces - Allows Orchestrator administrators to stop all currently active personal workspace exploration sessions. This is suffixed by the number of active sessions, displayed in parentheses, and can be enabled by clicking Stop session(s) explore.

Updating machine assignations

To update the machine assignations in all personal workspaces, take the following steps:

1. In the tenant context, select Folders, then select Personal Workspaces.
2. In the Personal Workspaces tab, select Manage machines. The Manage assigned machines window is displayed.
3. In the grid, update your machine assignations by selecting or unselecting machines from the list, then select Update and confirm your choice by selecting Yes in the confirmation dialog. If you unassign machines, the dialog also requires you to enter a confirmation text string in the Confirmation for removal field.
   Note:

   • You cannot unassign machines with currently executing jobs.
   • When attempting to unassign machines that have pending jobs or triggers attached, the confirmation dialog displays the number of pending jobs, as well as the numbers and types of triggers attached to each affected machine.
   • For machines with time triggers or queue triggers attached, the following scenarios are recorded in the audit log and result in notifications:
     • A machine unassignment results in an enabled trigger not being assigned to any machine. In this case, the trigger is disabled, and you receive a Trigger automatically disabled notification.
     • A machine unassignment results in an enabled trigger being unassigned from some but not all the machines to which it was assigned, or a disabled trigger not being assigned to any machine. In this case, you receive a Trigger configuration was changed notification.