Create a workspace

Before creating a workspace, consider if use an existing workspace. Only create a new workspace if data isolation is important for the activities you are planning. If data isolation is not important for your planned activities, create a new task group in an existing workspace to contain the new activities.

To create a workspace:

1. Open the Workspace Administration Tool.

2. Select Workspaces > Manage workspaces.

3. Click New workspace.

4. Specify whether this is a Single-use or Persistent workspace.

   Use a single-use workspace when you only want to use the workspace for one group of activities. Once the workspace moves into the complete state, the resources used by the workspace, such as the database schema, are released.

   Use a persistent workspace for activities with an ongoing or repeating nature. The workspace never moves into the complete state and the resources used by the workspace are never released.

   For more information on single-use and persistent workspaces, refer to Workspaces, task groups, and tasks.

5. Optional: Select Emergency fix to have the workspace ignore the set workspace locking policy. Ignoring the workspaces locking policy allows you to changed managed assets that are locked.

6. Optional: Specify names and descriptions for the workspace:

   1. Select the language for the name and description.

   2. Type the new name or description for the selected language. If you do not specify a name for the task, the system generated workspace code will be displayed for users using the selected language.

   3. Repeat steps a and b for other languages, if required.

7. Click OK.

After creating a workspace:

1. Create task groups in the workspace.

2. Create tasks in the task groups.

3. Activate the task groups in the workspace.

Related concepts

Workspaces, task groups, and tasks
Workspaces locking policies

Related tasks

Create a task group
Create a task
Change the workspaces locking policy

Related Reference

Workspaces best practices