Manage spaces

In ALM Octane, there are different spaces, or contexts, within which you can work, depending on your permissions.

Understand the spaces in which ALM Octane users work

Context / space Description Managing role
Workspaces

Individual work areas, each representing a project, program, or product managed on the same ALM Octane site. Each workspace contains data such as releases, teams, the backlog, application modules, tests, defects, and so on.

Data cannot be shared or viewed across workspaces, but users can switch back and forth to view data in different workspaces.

Workspace admin
The shared space A container for the workspaces, representing the overall environment. In this space, you can manage users and integrate using the REST API. Shared space admin
On-premise: The site Space for managing the overall site, such as ALM Octane database servers, mail servers, and logs. Site admin

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Create a workspace

Shared space admin permissions are required.

  1. In Settings , select Workspace, and then Add Workspace from the drop-down list. Name the workspace and add a description.

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

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

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Edit workspace settings

Workspace admin permissions are required.

  1. In Settings , select Workspace and then select an existing workspace from the drop-down list.

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

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

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Manage users

Admin permissions are required (workspace admin, shared space admin, and so on).

  1. In Settings , depending on your role, do one of the following:

    • Select Workspace and then select an existing workspace from the drop-down list.

    • Select Shared Space.

    • Select Site Admin.

  2. Select the Users tab.

User management capabilities vary, depending on your role:

User management capability Site admin Shared space admin
Workspace admin
Add users.

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

On-premise: Set user passwords.

Assign roles to users.

For details, see Assign or remove additional roles.

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Edit the shared space

Shared space admin permissions are required.

  1. In Settings , select Shared Space.

  2. Edit the space by adding users, and setting up API access.

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Managing workspace storage

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

On-premise: Site admins can set the maximum size for storage per shared space with the STORAGE_MAX_SIZE site 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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