Overview

In this exercise, we will create the various Workspaces needed across the remaining exercises of this Quick Start guide.

Primary Learning Objective

This exercise is designed to reinforce the concept of Workspaces.

Secondary Learning Objectives

None

Prerequisites

A Workspace named Learning OneCloud with a DEV environment needs to exist. See the Learning OneCloud Quick Start Guide for more information.

Supporting Template

N/A


The following steps provide a framework to configure existing OneCloud Workspaces. They may be adjusted to suit specific user requirements.

📓 The example starts from a new OneCloud tenant. If already using OneCloud, the sample screenshots and videos may deviate from what is seen in the OneCloud Environment.

Step 1: Create a Workspace

Login to your OneCloud tenant and select Workspaces from the left-side navigation panel.

  • In the lower-right corner, click the blue (+) icon to Create a Workspace

  • Under Basic Info, change the name to "Sample Workspace for Workiva".

  • If desired, add a description. This reads: "An example Workspace to get started".

  • Click the "Save" button on the right.

Step 2: Add a Variable

Create Workspace Variables to hold values that are reusable in various areas of the Workspace.

  • Click Edit.

  • To the right of the Variables section header, select the blue (+) button.

  • The new Variable will appear below (in the section namesake).

  • Set the Name to "data-type".

  • Save the change.

Step 3: Create an Environment

Add a new Environment that will be dedicated to run production-only operations.

  • Click the blue (+) button to the right of the existing Environment.

  • Under Basic Info, set the Name to "PROD".

  • If desired, click the color box to assign a different color.

  • Save the change.

📓 Different Environments may be assigned the same color.

Step 4: Update the Environment Variables

This is an area where you can override Variables and set the proper value based on the Environment.

  • To edit an Environment, click the pencil icon within the Environment's box.

  • Inside the “DEV” Environment, the Variables are listed towards the bottom.

  • Set the “data-type” variable to “dev-data”.

  • Save the change.

  • Edit the “PROD” Environment, altering the “data-type” variable to “prod-data”.

  • Save the edit.

Step 5: Switch between Environments

Use the Environment-switcher to quickly switch between Environments.

📓 Two routes to the Environment-switcher are demonstrated below. Depending on where a user is in the platform, one path may save time compared to the other.

  • On the left-side navigation panel, click Build to open the Chains canvas.

  • Near the upper-right corner, select the 🔽 to toggle between Environments.


📚 Related Topics from this Section:

Workspace Configuration

Environment Setup


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