Updating a Workspace in Automator

Janet_21505
Janet_21505 Altair Community Member
edited May 2020 in Community Q&A
​​I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
Tagged:

Best Answer

  • Steve_Caiels
    Steve_Caiels
    Altair Employee
    edited May 2020 Answer ✓

    Hi Janet,

    Open your existing workspace in the server library and Browse to the new locally saved copy. This will allow you to replace your server library workspace with the local version.

    image

    Regards,

    Steve.

    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "

Answers

  • Steve_Caiels
    Steve_Caiels
    Altair Employee
    edited May 2020 Answer ✓

    Hi Janet,

    Open your existing workspace in the server library and Browse to the new locally saved copy. This will allow you to replace your server library workspace with the local version.

    image

    Regards,

    Steve.

    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
  • Mahmoud
    Mahmoud
    Altair Employee
    edited May 2020
    Hi Janet,
    if you downloaded a workspace from the Automator server library, and modified it in the Monarch Data Prep Studio, you can uploaded it back to the Automator Server Library by selecting the same workspace in the Automator Server Library, then click on the Browse button and upload the updated workspace.
    The Automator creates a new revision of the workspace and still keep the old revision.  You can check the workspace revision in the Automator Server Library by selecting the workspace and click on the revision tab.
    image

    If you added a new report to the workspace in the DPS, you should modify the Visual Process and add a file input (for text, pdf or any text reports)  or database input (for delimited, Excel, access table, SQL table ,etc).  Then map the new file input or database input to the new report table in the workspace, by modifying the workspace properties.
    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
  • Janet_21505
    Janet_21505 Altair Community Member
    edited May 2020
    Steve Caiels_21881 said:

    Hi Janet,

    Open your existing workspace in the server library and Browse to the new locally saved copy. This will allow you to replace your server library workspace with the local version.

    image

    Regards,

    Steve.

    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
    Hi Steve!  You I swore I did that, but it worked this time.  Thanks for the reply!

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-14-2020 04:47 AM
    From: Steve Caiels
    Subject: Updating a Workspace in Automator

    Hi Janet,

    Open your existing workspace in the server library and Browse to the new locally saved copy. This will allow you to replace your server library workspace with the local version.

    image

    Regards,

    Steve.

    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------

    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
  • Janet_21505
    Janet_21505 Altair Community Member
    edited May 2020
    Mahmoud said:

    Hi Janet,
    if you downloaded a workspace from the Automator server library, and modified it in the Monarch Data Prep Studio, you can uploaded it back to the Automator Server Library by selecting the same workspace in the Automator Server Library, then click on the Browse button and upload the updated workspace.
    The Automator creates a new revision of the workspace and still keep the old revision.  You can check the workspace revision in the Automator Server Library by selecting the workspace and click on the revision tab.

    image

    If you added a new report to the workspace in the DPS, you should modify the Visual Process and add a file input (for text, pdf or any text reports)  or database input (for delimited, Excel, access table, SQL table ,etc).  Then map the new file input or database input to the new report table in the workspace, by modifying the workspace properties.
    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
    Hi Mo, thanks for all these details.  As I mentioned to Steve, I swore I was doing that, but it seems that until I make a post and have you "spell" it out for me, it will not work.  Glad to have you and Steve in the support area!  All is working well now.

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-14-2020 07:54 AM
    From: Mahmoud Abdolrahim
    Subject: Updating a Workspace in Automator

    Hi Janet,
    if you downloaded a workspace from the Automator server library, and modified it in the Monarch Data Prep Studio, you can uploaded it back to the Automator Server Library by selecting the same workspace in the Automator Server Library, then click on the Browse button and upload the updated workspace.
    The Automator creates a new revision of the workspace and still keep the old revision.  You can check the workspace revision in the Automator Server Library by selecting the workspace and click on the revision tab.
    image

    If you added a new report to the workspace in the DPS, you should modify the Visual Process and add a file input (for text, pdf or any text reports)  or database input (for delimited, Excel, access table, SQL table ,etc).  Then map the new file input or database input to the new report table in the workspace, by modifying the workspace properties.
    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------

    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
  • Mahmoud
    Mahmoud
    Altair Employee
    edited May 2020
    Janet_21505 said:

    Hi Mo, thanks for all these details.  As I mentioned to Steve, I swore I was doing that, but it seems that until I make a post and have you "spell" it out for me, it will not work.  Glad to have you and Steve in the support area!  All is working well now.

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-14-2020 07:54 AM
    From: Mahmoud Abdolrahim
    Subject: Updating a Workspace in Automator

    Hi Janet,
    if you downloaded a workspace from the Automator server library, and modified it in the Monarch Data Prep Studio, you can uploaded it back to the Automator Server Library by selecting the same workspace in the Automator Server Library, then click on the Browse button and upload the updated workspace.
    The Automator creates a new revision of the workspace and still keep the old revision.  You can check the workspace revision in the Automator Server Library by selecting the workspace and click on the revision tab.

    image

    If you added a new report to the workspace in the DPS, you should modify the Visual Process and add a file input (for text, pdf or any text reports)  or database input (for delimited, Excel, access table, SQL table ,etc).  Then map the new file input or database input to the new report table in the workspace, by modifying the workspace properties.
    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------

    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "
    Hi Janet,
    Thanks for the update.  Three heads work better than one.
    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 05-14-2020 10:09 AM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    Hi Mo, thanks for all these details.  As I mentioned to Steve, I swore I was doing that, but it seems that until I make a post and have you "spell" it out for me, it will not work.  Glad to have you and Steve in the support area!  All is working well now.

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------

    Original Message:
    Sent: 05-14-2020 07:54 AM
    From: Mahmoud Abdolrahim
    Subject: Updating a Workspace in Automator

    Hi Janet,
    if you downloaded a workspace from the Automator server library, and modified it in the Monarch Data Prep Studio, you can uploaded it back to the Automator Server Library by selecting the same workspace in the Automator Server Library, then click on the Browse button and upload the updated workspace.
    The Automator creates a new revision of the workspace and still keep the old revision.  You can check the workspace revision in the Automator Server Library by selecting the workspace and click on the revision tab.
    image

    If you added a new report to the workspace in the DPS, you should modify the Visual Process and add a file input (for text, pdf or any text reports)  or database input (for delimited, Excel, access table, SQL table ,etc).  Then map the new file input or database input to the new report table in the workspace, by modifying the workspace properties.
    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering

    Original Message:
    Sent: 05-13-2020 05:52 PM
    From: Janet Grimsley
    Subject: Updating a Workspace in Automator

    I struggle with making changes to workspaces in Automator.  I have a workspace in the server library that I have made changes to and saved locally.  How to I get the updated workspace to overwrite the current one in Automator?

    ------------------------------
    Janet Grimsley
    VP, Business Intelligence
    The Fauquier Bank
    Warrenton VA
    (540) 349-0215
    ------------------------------
    "

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