Saving and sharing workspaces

While troubleshooting an issue, you can create a snapshot of the progress on a task and share it with others. By sharing the workspace, you can share the actions that you performed in the course of troubleshooting with others, to transfer the task, to collaborate, or to seek expert advice about the issue. You can save a copy of the workspace in which you are operating and share it with other users. Those users can access a copy of the workspace but cannot make any changes to the original queries that were executed. You can share a workspace with multiple people and add notes to provide additional information or share knowledge that you gathered in the course of troubleshooting. You can control access to the shared workspace.

Saving a copy of a workspace

1. Click the Search tab.
2. On the Workspaces panel on the right, click the Workspace Menu and select Save As.

3. Provide a name in the Name box and click Save.

   Tip

   You can switch between workspaces by performing one of the following actions:

   • Click Recent Workspaces and select a workspace from the list.
   • Selecting a workspace from the Workspace Menu list and click Open.

Sharing a workspace

1. Click the Search tab.
2. On the Workspaces panel on the right, click the Workspace Menu and select Share.
3. On the Share Workspace dialog box, proceed as follows:

   • In the All Users box, select the users with whom you want to share the workspace.

     Tip

     To select multiple users, click and press the Ctrl key on your keyboard.

   • Click Add to show the selected users in the Selected Users box. To change your selection, select the users in the Selected Users box and click Remove .

   • Click Share.

     Note

     Sharing a workspace means sharing a read-only copy of the workspace.

     Tip

     You can record your comments or add information that you want to share with others by adding a note to the workspace. To add a note to your workspace, click Add/Edit notes, add your comments, and click Save.