Manage workspaces

Workspaces are individual work areas. Each workspace represents a project, program, or product managed on the same ALM Octane site. This topic discusses how to manage workspaces.

About workspaces

Workspaces are individual work areas, each representing a project, program, or product managed on the same ALM Octane site.

Workspaces are associated with spaces. For details on workspaces, see Manage spaces.

Who manages workspaces? 

  • Shared space admins create workspaces. For details on the shared space admin's capabilities, see Shared space admin.

  • Workspace admins manage workspaces once the workspaces are created. For details on the workspace admin's capabilities, see Workspace admin.

What data do workspaces contain? 

Workspaces can contain data such as the backlog, application modules, tests, defects, customization settings, and so on.

Can workspaces share data?

Spaces that are shared Spaces that are isolated

Workspaces associated with shared spaces can share items, such as releases, rules, and so on.

To share data, define the entity for the associated shared space, and not for any specific workspace. For a list of entities that can be shared, see Shared spaces.

Define these entities in a specific workspace if you want them available only in that workspace.

You can define some entities, such as rules and forms, both for an individual workspace and for all workspaces associated with a shared space. Shared space admins can define these entities for the shared space, and the workspace admin can define these entities for an individual workspace.

Workspaces associated with isolated spaces do not share data.

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Create a workspace

The shared space admin creates workspaces. The workspace admin then manages the workspace.

  1. In Settings , select Spaces, and navigate to the relevant space.

  2. Click Add Workspace in the left pane. Name the workspace, add a description, and assign a workspace admin.

    Workspace names are unique within a space.

  3. Assign a workspace admin, workspace members, and users with other roles to the workspace. For details, see Assign or remove roles.

    Tip: If you need to edit the workspace settings, for example, to create releases, rules, and so on, assign the workspace admin role to yourself.

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Edit workspace settings

The workspace admin can modify workspace settings.

  1. In Settings , select Spaces and then select a workspace in the tree.

  2. Edit the workspace settings by changing the workspace name, adding or editing releases, teams, DevOps settings*, rules, user-defined fields (UDFs), forms, and workflow phases.

    *DevOps settings include CI servers, Testing Tools, test assignment rules, settings for SCM integration, and Slack integration.

    Note: If some of these workspace settings are not available, they are probably shared across multiple workspaces. Your shared space admin can make these updates for you on the corresponding shared space.

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Manage users

From the spaces pane, a workspace admin can manage users for a workspace.

  1. In Settings , depending on your permissions, click Site or Spaces.

  2. Select the Users tab.

  3. Add or edit users, depending on your role:

    User management capability On-premises:
    Site admin
    Shared space admin
    Workspace admin
    Add users to the current context (site, space, or workspace). For details, see Assign roles.
    Add individual LDAP users to a space. For details, see Include LDAP users in ALM Octane (on-premises). On-premises:
    Add existing users from the space into the workspace. For details, see Include existing users into a workspace.
    Remove roles from a workspace user. For details, see Assign or remove roles.

    Choose the fields to display in the user list, sort the list, and export the list to Microsoft Excel.

    On-premises: Set user passwords.

    Assign additional roles to users. For details, see Assign or unassign roles to existing users.

    Assign the site admin role to other users. For details, see Assign the site admin role to existing users.
    Activate and deactivate users. For details, see Assign roles. On-premises: SaaS: SaaS:
    Delete users. For details, see Delete a user (on-premises). On-premises:

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Managing workspace storage

Available workspace storage is set on the space level, and not per workspace. This means the amount of total available workspace storage is shared between the workspaces in the space.

On-premises: Site admins can set the maximum size for storage per space with the STORAGE_MAX_SIZE configuration parameter. For details, see the information about setting the maximum size for storage (STORAGE_MAX_SIZE) in the ALM Octane Installation Guide.

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