Adding a workspace

Overview

Workspaces allow you to create and manage separate configurations and environment for ExcelReportLink.

How to add a workspace

 
Manage Workspaces dialogue.
 
Choice when adding a workspace.
 
Workspace dialogue.

To add a workspace, follow these steps.

  1. From the Menu, select 30. Settings then Workspaces;
  2. Click on the Manage Workspace button;
  3. Click on the Add Workspace button;
  4. Choose whether Creating a new workspace, Linking to an existing workspace or Upgrading from an old version;
  5. If Upgrading from an old version, browse for the location of the old version;
  6. Enter a name for the workspace;
  7. Enter a description for the workspace;
  8. Click OK to save the workspace;
  9. Click Close to close the Manage Workspace dialogue.


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