How to create and manage workspaces - DataV - Alibaba Cloud Documentation Center

A workspace is the fundamental unit for managing projects, members, data sources, and quotas in DataV-Board 7.0 (Dashboard). All project development activities occur within a designated workspace. This topic explains how to create a workspace, adjust workspace quotas, add members with appropriate permissions, and manage workspaces and their associated operations.

Basic operations of workspaces

The primary operations for workspaces include the following.

Operation	Section
Create a workspace	After activating DataV-Board 7.0, the system provides you with a default workspace that you can use directly. If you want to divide based on business granularity and use multiple workspaces to manage different types of projects to achieve project data isolation, you can create new workspaces.
Configure basic information	After the workspace is created, you can view the workspace identity and configure the relevant quotas as needed.
(Optional) Add members and grant permissions	If you need to use RAM users (sub-accounts) for collaborative development in a specified workspace, you can add the account as a member of the workspace and grant the corresponding permissions.
Manage workspaces	After the workspace is created, you can view and modify the workspace configuration as needed and delete unused workspaces.
Switch workspace	Log on to the DataV console, click the icon after the workspace name in the upper left corner, and select the target workspace to switch. You can also search for the target workspace by keywords.

Limits

The number of workspaces supported by different versions of DataV-Board 7.0 (including the default workspace) is detailed below.

DataV-Board 7.0 version	Number of workspaces
Professional Edition Trial	1 Note This is the system default workspace. No manual creation is required.
Personal Edition
Enterprise Edition	2
Professional Edition	5

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

Note

The Personal Edition does not support accessing the workspace management page.

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

Note

If your role is Operator, you must log on to the Visualization Application Center, click Manage Workspaces in the upper left corner, and navigate to the workspace management page.

Create a workspace

Access workspace management.
On the Workspace Management page, click Create Workspace.
In the Create Workspace dialog box, enter the workspace name and click OK to access the workspace product page.

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

Configure basic information

You can view the current workspace identity and configure the relevant quotas. The workspace identity is the unique identifier of the workspace, which cannot be modified and can be used for later 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
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
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
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: 40 100

(Optional) add members and grant permissions

You can add the desired RAM user as a workspace member and grant them the necessary permissions for collaborative development. Adding members is based on workspace management granularity, allowing you to control permissions for each function point within the workspace.

Note

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

Role Permission Description: Members gain relevant operation permissions upon joining a workspace. Different roles come with distinct permissions. The roles supported by DataV-Board 7.0 are as follows:

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
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: Refer to the steps in the figure below to add members and grant permissions. After adding members, you can modify their roles and expiration times in the member list or delete members who are no longer needed.
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 and, 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, operation guide, and how to build dashboards on a blank canvas.