Orchestrator
2023.4
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Managing Personal Workspaces - Standalone 2023.4
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Orchestrator User Guide
Last updated Dec 6, 2023

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 Modern 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 View and Edit permissions on Folders to explore a personal workspace.Administrators can access the contents of a personal workspace and can execute jobs in the context of the workspace while exploring it. You need View and Edit permissions on Folders to explore 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 > 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.
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