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

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-premises: The site Space for managing the overall site, such as ALM Octane database servers, mail servers, and logs. This space is also for editing the existing shared spaces and reviewing the history of modifications to the shared space. Site admin

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Create a workspace

Shared space admin permissions are required.

  1. In Settings , select Workspace, and then Add Workspace. Name the workspace, add a description, and assign a workspace admin.

  2. 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

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*, 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

Site admin, shared space admin, or workspace admin permissions are required.

  1. In Settings , depending on your permissions, click Site Admin, Shared Space, or Workspaces.

  2. Select the Users tab.

User management capabilities vary, depending on your role:

User management capability On-premises:
Site admin
Shared space admin
Workspace admin
Add users to the current context (workspace, shared space, or site). For details, see Add a user.
Remove a user from a workspace. 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 Activate or deactivate a user. On-premises: SaaS:

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Edit the shared space

Shared space admin permissions are required.

  1. In Settings , select Shared Space.

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

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See shared spaces for a site

Site admin permissions are required.

  1. In Settings , select Site Admin. See a list of shared spaces at the site, and select one to see its details.

    While looking at the details, you can also see the history of changes made to the shared space. For details, see View an item's history.

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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-premises: 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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