Creating Workspaces

This guide will explain how to create Workspaces in Adverity.

Introduction

In Adverity, a Workspace is where you store your data. Your organization also uses Workspaces to manage access rights. To fully utilize Adverity, create a Workspace in both Connect, Enrich & Transfer, and Explore & Present. This is so there is a place to collect data and configure data collection, and another place to transfer and present the collected data.

Workspaces follow a hierarchical structure, where child Workspaces may inherit certain privileges that belong to the parent Workspace.

The method for creating a Workspace differs depending on the area of Adverity in which you are working.

Creating a Workspace in Connect, Enrich & Transfer

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

Procedure

To create a Workspace in Connect, Enrich & Transfer, follow these steps:

  1. Click the Connect element.

  1. Enter Workspace administration.

  1. In the left navigation panel, click Add New Workspace.

  2. In Name, enter the name of Workspace to be created.

  3. In Parent, select the Workspace that will be the parent of the Workspace you are about to create. User rights and customizations (such as logos and themes) are inherited from parent Workspaces.

  4. (Optional) In Default Destination, select the default Destination to which collected Data Extracts will be transferred. The list of available Destinations is inherited from the parent Workspace.

  1. Click Next.

  1. In Storage, select the Storage where collected Data Extracts are stored. The list of available Storage options is inherited from the parent Workspace. For more information on how to set up new storage for the Workspace, see Setting up Storage for Data Extracts.

  1. Click Next.

  1. In Import Data Schema, select the Data Schema for your Workspace. For more information on Data Schema, see Configuring advanced Schema Mapping. Choose from one of the following to complete the Workspace set up:

    Import Default Schema

    (Recommended) Select this option to apply the default Data Schema provided by Adverity.

    Load Schema from Parent Workspace

    Select this option to apply the Data Schema of the parent Workspace to the Workspace you are creating.

    Upload Data Schema

    Select this option to upload your own Data Schema contained in a JSON file.

    Go to Overview

    Select this option to create a Workspace without configuring the Data Schema.

As a result, you have created a Workspace in Connect, Enrich & Transfer which you can use to create Datastreams and store Data Extracts.

Creating a Workspace in Explore & Present

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

Procedure

To create a Workspace in Explore & Present, follow these steps:

  1. Click the Explore element and select the Workspace to be the parent to the Workspace you are about to create.

  2. In the top left corner, click Select Workspace.

  3. Click Administration.

  4. In the left navigation panel, click Add Workspace.

  5. In Name, enter the name of Workspace to be created.

  6. (Optional) In Currency, select the default currency to be used in all currency-based metrics associated with the Workspace.

  7. (Optional) In Week Start, select the day of the week that will be used as the start of a week.

  8. Click Create.

As a result, you have created a Workspace in Explore & Present. You can now use it as a Destination in which you can visualize and present data.