Workspace management

Basic operations of workspaces

The following table lists the primary workspace operations.

Limits

The following table lists the maximum number of workspaces (including the default workspace) supported by each DataV-Board 7.0 edition.

Prerequisites

• The DataV-Board service must be activated.

• (Optional) Create a RAM user. Create a RAM user first if the workspace requires additional members for collaborative development.

Access workspace management

1. Access the DataV console.

2. Click the icon next to the workspace name in the upper left corner, select Manage, and proceed to the workspace management page.

Create a workspace

1. Access workspace management.

2. On the Workspace Management page, click Create Workspace.

3. In the Create Workspace dialog box, enter the workspace name and click OK to access the workspace product page.

4. On the workspace product page, configure the basic and member information of the workspace as needed.

   • Configure basic information

     You can view the workspace identity and configure quotas. The workspace identity is a unique, immutable identifier used for copy and transfer operations.

     

     Note

     When multiple workspaces exist, they share the quota amount.

     The quotas related to the workspace are as follows.

     Parameter	Description	Configuration Principle	Maximum Quota per Version
     Dashboard Quota	The number of dashboards that can be created in the current workspace.	All types of quotas must adhere to the following principles: The total number of quotas for all workspaces in the currently purchased version of DataV-Board 7.0 must not exceed the maximum quota supported by the version. Note For example, in the Enterprise Edition product you purchased, the total number of Dashboard Quotas for all workspaces must not exceed 20. The quota for the current workspace must not exceed the remaining quota of the purchased version. Note For example, if you purchased the Enterprise Edition product with a Dashboard Quota limit of 20, and the total number of Dashboard Quotas configured in existing workspaces is 15, then the Remaining Dashboard Quota is 5. Therefore, the Dashboard Quota for any new workspace must not exceed 5.	Professional Edition Trial: 5 Personal Edition: 5 Enterprise Edition: 20 Professional Edition: 40 Premium Edition: 1000
     Favorite Widget Quota	The number of widgets that can be favorited in the current workspace.		Professional Edition Trial: 5 Personal Edition: Not supported Enterprise Edition: 20 Professional Edition: 40 Premium Edition: 1000
     3D City Quota	The number of 3D cities that can be created in the current workspace.		Professional Edition Trial: 1 Personal Edition: Not supported Enterprise Edition: Not supported Professional Edition: 10 Premium Edition: 50
     Scenario Quota	The number of scenarios that can be configured in the current workspace.		Professional Edition Trial: 5 Personal Edition: Not supported Enterprise Edition: 20 Professional Edition: 40 Premium Edition: 100

   • (Optional) add members and grant permissions

     You can add RAM users as workspace members and grant them permissions for collaborative development. Member permissions are managed at the workspace level, giving you control over each functional module.

     Note

     Before adding members, ensure you have created a RAM user.

     • Role Permission Description: Members receive permissions based on their assigned role. DataV-Board 7.0 supports the following roles:

       • Owner: Possesses all permissions within the workspace. The Alibaba Cloud account that activates DataV-Board 7.0 is the default Owner.

       • Administrator: Can add members, manage, and delete workspace resources but cannot create or delete workspaces.

       • Developer: Can create and edit dashboards within the workspace but lacks higher-level permissions. Primarily used for collaborative dashboard development.

       • Operator: Can view dashboards and demonstration scenarios but lacks higher-level permissions. Mainly assists business parties with daily dashboard operations.

       The detailed permissions of different roles for specific functional modules are as follows.

       Functional module	Permission point	Owner	Administrator	Developer	Operator
       Workspace Management	Access workspace management page
       	Create a workspace
       	Assign dashboard quotas to workspaces
       	Delete a workspace
       	Create and edit other resources within the workspace (such as design resources).
       	Delete the following resources within the workspace: Dashboard Favorite widgets Data sources Project groups Other resources (such as design resources)
       Member Management	View member list
       	Add members
       	Remove members	Can remove any member except oneself.	Can remove any member except the owner (including oneself).	Only supports removing oneself.	Only supports removing oneself.
       	Modify member roles	Can modify the role of any member except oneself.	Can modify the role of any member except the owner and oneself.
       	Modify member expiration time	Can modify the expiration time of any member except oneself.	Can modify the expiration time of any member except the owner (including oneself).
       Dashboard Management	Create a dashboard
       	Edit a dashboard, including the following: Add widgets Edit widgets Delete widgets Share dashboards
       	Rename a dashboard
       Project Group	Rename a project group
       Widget Package	Authorize a widget package
       	Upload widgets to a widget package
       Visualization Application Center	Access permissions: View dashboards and demonstration scenarios. Operation permissions: View and perform access statistics.
       Visualization Studio	Usage permissions: View and cast screens. Edit permissions: Add, delete, modify.

     • Operation Guide: Follow the steps shown in the figure below to add members and grant permissions. You can later modify member roles and expiration times, or remove members from the list.

       Note

       By default, members do not have an expiration time. If an expiration time is set, the member's permissions will expire accordingly, and they will lose access to the workspace.

       

Manage workspaces

Access the workspace management page. From the workspace list on the left, you can perform the following operations:

• View and Modify Workspaces: Click on a workspace to view its identity, quotas, and member list. Modify quotas or member information as necessary.

• Rename a Workspace: Hover over the workspace and click the icon to change its name.

• Delete a Workspace: Hover over the workspace and click the icon to remove it.

  Important

  Be cautious when deleting a workspace as it cannot be restored.

  • Only the workspace Owner has the authority to delete a workspace.

  • Deleting the default workspace is not allowed.

  • If the workspace has created project resources such as dashboards, 3D cities, data sources, project groups, or favorited widgets, it cannot be deleted. Please delete these resources before attempting to delete the workspace.

• Search for a Workspace: Log on to the DataV console, click the icon next to the workspace name in the upper left corner, and search for the desired workspace by name or ID.

What to do next

Once the workspace is set up, integrate the necessary data sources based on business requirements and create dashboards. For additional development guidance, see core feature overview and how to build dashboards on a blank canvas.