Creating New Workspaces and Folders (8207.28)


Your WebFOCUS start page is the central location for all WebFOCUS tasks. Setting it up in a way that is convenient, secure, and efficient helps you get the most out of your work. The Workspaces area opens the content section and provides access to the available workspaces. Workspaces and folders that are located in the Resources tree organize all of your content items. Authorized users can create additional workspaces or folders, as well as customize the default structure of their view.

Procedure: How to Create a Workspace

  1. In the Workspaces area, in the Resources tree, click Workspaces.
     
  2. On the Action bar, click Workspace, as shown in the following image.

    The New Workspace dialog box opens.

  3. From the Type drop-down list, click the type of a workspace you want to create. The options include:
    • Enterprise workspace. Supports installations of WebFOCUS that affect a single enterprise and are organized by department, and content, within that enterprise.
    • Tenant workspace. Supports installations of WebFOCUS that affect multiple enterprises, and are organized by the tenant clients of a software as a service vendor.
  4. Type a Title for your workspace.

    The Name field populates with the same text as the Title, automatically. You can edit the Name at any time.

  5. Select the Create Reporting Server Application check box if you want to add an application folder to the Reporting Server for your new workspace.
  6. Click Create.The content section refreshes, and your new workspace now appears in the Resources tree. Expand the new workspace in the Resources tree to view the My Content and Hidden Content folders. These folders are automatically created with the new workspace.
    • My Content. Stores all of your personal folders and content. You can share these items to make them available to other users. To share a resource, right-click the item and then click Share.

      Note: Shared resources appear in a Shared Content folder for users with which you shared the resources.

    • Hidden Content. Store all of your current procedures, utility items, and other resources that you do not want to show to other users.

    Additionally, by default, four new user groups are automatically created in the Security Center. Those users include Basic Users, Advanced Users, Developers, and Group Administrators. By assigning users to these groups, you can quickly grant privileges according to these predefined roles. Sales workspace users that were created in the Security Center are shown in the following image.

    For more information about workspaces and users, see the WebFOCUS Security and Administration technical content.

Procedure: How to Create a Folder

  1. In the Resources tree, select the workspace or folder where you want to create a new folder.
     
  2. On the Action bar, click Other, and then click Folder.

    The New Folder dialog box opens.

  3. Type a Title for your folder.

    The Name field populates with the same text, automatically. You can edit the Name at any time.

  4. Click Create.

    The new folder is created and is now available in the Resources tree. Unlike a new workspace, a new folder is not published by default, so when it first appears in the content section, it appears with a grayed-out icon. Additionally, the title shown in the Resources tree is italicized. An example of a new folder is shown in the following image.

    To publish a new folder, right-click it, and then click Publish. By default, when you publish a folder, you automatically publish all its contents as well.