Adding a Workspace

To add a workspace

1. On the Navigation Tree, click Server Library, and select Workspaces.

2. Click on the Workspaces page. The Workspaces page appears.

3. Enter the name of a workspace file in the Name field.

4. Enter the description of a workspace in the Description field. This step is optional.

5. To enter the path to a workspace file in the Workspace field, click the Browse button, and select a workspace file.

NOTE: Workspace files that are protected by passwords can also be uploaded to the Server Library. When a password-protected file is selected, a dialog box asking for a password appears. Enter the password in the dialog box to add the desired workspace.

NOTE: In addition to Excel file types .xls and .xlsx, .xlsb and .xlsm file types may be used as database file input.

6. Enter any comments if necessary in the Comment field.

7. Assign the workspace to a new or existing folder in the Assign to Folders field. To add the workspace to a new folder, click Create New Folder.

8. To save a workspace, click Save.
   The system saves the new workspace to the database and displays the updated Workspaces page, if the operation is completed successfully.

9. To reset the recent changes, click the Clear button.

10. To cancel the operation and return to the Workspaces page, click the Cancel button.

To upload a workspace

1. On the Navigation Tree, click Server Library and select Workspaces.

2. Click Upload Workspaces on the Workspaces page.

3. Click Add Files to browse to a workspace file or drag and drop workspace file in the Drop files here area.

4. To save a workspace, click Save.
   The system saves the new workspace to the database and displays the updated Workspaces page, if the operation is completed successfully.

5. To reset the recent changes, click the Clear button.

6. To cancel the operation and return to the Workspaces page, click the Cancel button.

To replace workspace file paths

1. Expand the Replace Paths section. You will see a list of workspace input files, along with the names of the load plans. Those files that could not be found are marked with a warning sign.

2. Click the Browse Server button for the file, select the file path, then click OK. The file can also be dragged and dropped into the rectangular area to overwrite the input file.

When the workspace being added is based on a database (e.g., SQL Server, OLEDB, ODBC, Google Analytics, or Oracle), the connector settings for the workspace can be modified as follows:

1. In the expanded Replace Paths section, click Edit Table Info.

2. An interface appears. Edit the necessary parameters.

• For workspaces based on SQL server, e.g., Host Name, Port, Authentication, User ID, Password. (NOTE: Click Validate to test the connection based on the SQL plugin settings provided.)

• For workspaces based on OLEDB, e.g., Connection Name, SQL Dialect, Timeout.

• For workspaces based on ODBC, e.g., ODBC DSN, User ID, and Password.

• For workspaces based on Google Analytics, e.g., Service Account Email, Profile ID, Start Date, End Date.

• For workspaces based on Oracle, e.g., Connection Type, Host Name, Port, Service Name, User ID, Password, Other Connection Options, Edition Name, Tables and Views, Query, etc.

3. Click Ok.

NOTE: When the workspace being added contains Excel load plans (but not Excel Trapping load plans), the Excel Engine (i.e., Legacy or Modern) to use can be selected from the drop-down menu in the Additional Settings column.

NOTE: The Replace checkbox corresponding to the file whose path was updated is automatically selected.

3. Click the Save button.

Note:

• After you upload new file for input, that is linked with the current workspace, it is marked as pinned. Pinned files are displayed for each workspace. If several load plans within a workspace contain an unpinned file, it will appear in the list only once. All pinned files are displayed separately.

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