Workspace Settings

Configure workspace properties, preferences, and access controls for optimal data integration management.

Workspace Settings provide centralized control over your workspace configuration, allowing you to manage basic properties, access controls, preferences, and advanced features that affect how your entire workspace operates. These settings ensure your workspace is configured optimally for your team's workflow and business requirements.

Understanding Workspace Settings

Workspace settings control the fundamental behavior and characteristics of your workspace, from basic identification and description to advanced features like resource allocation, security policies, and integration preferences. These settings affect all components within the workspace—sources, destinations, schedules, and history—and provide the foundation for effective workspace management.

Settings Categories

Basic Properties

  • Workspace identification - Name, description, and organizational details
  • Metadata management - Tags, labels, and categorization for workspace organization
  • Documentation - Internal notes, documentation links, and contact information
  • Display preferences - UI customization and layout preferences for workspace users

Access and Security

  • User permissions - Control who can access and modify workspace resources
  • Role-based access - Define different access levels for team members
  • API access - Manage programmatic access to workspace resources
  • Audit settings - Configure logging and tracking for compliance and security

Performance and Resources

  • Resource allocation - CPU, memory, and connection limits for workspace operations
  • Processing preferences - Default settings for data processing and transformation
  • Timeout configurations - Default timeout values for connections and operations
  • Retry policies - Default retry behavior for failed operations

Integration Preferences

  • Default formats - Standard data formats and encoding preferences
  • Connection pooling - Shared connection management across workspace resources
  • Notification settings - Email, Slack, or webhook notifications for workspace events
  • Quality standards - Default data validation and quality rules

Basic Workspace Configuration

Workspace Identity and Organization

Workspace Information

# Basic workspace configuration
Workspace Name: 'Customer Analytics Pipeline'
Description: 'Complete customer data integration from CRM, support, and web analytics'
Organization: ACME Corp
Department: Data Engineering
Owner: data-engineering@acme.com
Created: 2024-01-15
Last Modified: 2024-12-13
Status: Active

Metadata and Tagging

# Workspace metadata
Tags:
  - customer-data
  - production
  - gdpr-compliant
  - high-priority

Labels:
  Environment: production
  DataClassification: internal
  BusinessUnit: marketing
  CostCenter: marketing-analytics

Documentation Links:
  - Architecture Diagram: https://wiki.acme.com/customer-analytics-arch
  - Runbook: https://docs.acme.com/runbooks/customer-pipeline
  - Business Requirements: https://requirements.acme.com/customer-analytics

Contact Information

  • Primary owner - Main person responsible for workspace management
  • Technical contacts - Team members who can handle technical issues
  • Business contacts - Stakeholders who use the data produced by this workspace
  • On-call escalation - Emergency contact information for critical issues

Display and User Interface Preferences

Dashboard Configuration

  • Default views - Which information displays first when users access the workspace
  • Metric priorities - Which performance metrics are most important to highlight
  • Alert visibility - How notifications and alerts are displayed to users
  • Historical data defaults - Default time ranges for viewing execution history

Navigation Preferences

  • Quick access - Shortcuts to frequently used sources, destinations, or schedules
  • Workspace layout - Organization of workspace components in the interface
  • User personalization - Whether individual users can customize their workspace view
  • Mobile optimization - Settings for mobile device access to workspace information

Access Control and Security

User Access Management

Permission Levels

# Workspace access roles
Administrator:
  - Full workspace configuration access
  - User management and permission assignment
  - Resource creation, modification, and deletion
  - Security and compliance configuration

Editor:
  - Source and destination configuration
  - Schedule creation and modification
  - Data processing and pipeline management
  - Performance monitoring and troubleshooting

Viewer:
  - Read-only access to workspace information
  - Execution history and performance monitoring
  - Data quality reports and metrics
  - Documentation and configuration viewing

Monitor:
  - Real-time monitoring and alerting access
  - Execution status and performance metrics
  - Error logs and diagnostic information
  - Limited configuration viewing

Team Access Configuration

  • User assignment - Add and remove team members from workspace access
  • Role management - Assign appropriate permission levels to team members
  • Access reviews - Regular review and validation of workspace access permissions
  • Temporary access - Grant short-term access for specific projects or troubleshooting

External Access Controls

  • API access - Control programmatic access to workspace resources
  • Service accounts - Dedicated accounts for automated systems and integrations
  • Third-party integrations - Manage access for external monitoring and management tools
  • Vendor access - Temporary access for support and consulting services

Security Configuration

Authentication Settings

# Security configuration
Authentication:
  - Organization SSO: Required
  - Multi-factor authentication: Enabled
  - Session timeout: 8 hours
  - Password policy: Organization standard

API Security:
  - API key rotation: 90 days
  - Rate limiting: 1000 requests/hour per user
  - IP whitelisting: Enabled for production
  - Audit logging: All API calls logged

Data Security:
  - Encryption in transit: TLS 1.3
  - Encryption at rest: AES-256
  - Key management: Organization key vault
  - Data masking: PII fields in non-production

Compliance and Auditing

  • Audit trail - Complete logging of all workspace configuration changes
  • Data lineage tracking - Record data flow and transformation for compliance
  • Access logging - Track who accesses what data and when
  • Retention policies - How long audit and access logs are maintained

Performance and Resource Management

Resource Allocation

Processing Resources

# Resource configuration
CPU Allocation:
  - Default: 4 cores per pipeline
  - Maximum: 16 cores for intensive operations
  - Scaling: Auto-scale based on queue depth
  - Priority: High for production schedules

Memory Configuration:
  - Default: 8GB per pipeline
  - Maximum: 32GB for large datasets
  - Buffer: 20% reserved for system overhead
  - Monitoring: Alert at 80% utilization

Connection Limits:
  - Source connections: 50 concurrent
  - Destination connections: 25 concurrent
  - Connection pooling: Enabled
  - Timeout: 30 seconds default

Storage Management

  • Temporary storage - Disk space for intermediate processing
  • Cache configuration - Memory and disk caching for frequently accessed data
  • Retention policies - How long temporary data and cache are kept
  • Cleanup automation - Automatic cleanup of temporary data and expired cache

Network Configuration

  • Bandwidth allocation - Network resources for data transfer operations
  • Regional preferences - Process data in specific geographic regions when possible
  • CDN configuration - Content delivery network settings for distributed processing
  • Quality of service - Network priority settings for different types of data flows

Performance Optimization Settings

Default Processing Preferences

# Processing optimization
Batch Processing:
  - Default batch size: 10,000 records
  - Maximum batch size: 100,000 records
  - Adaptive batching: Enabled
  - Memory optimization: Conservative

Parallel Processing:
  - Default parallelism: 4 threads
  - Maximum parallelism: 16 threads
  - Load balancing: Automatic
  - Resource sharing: Enabled across schedules

Timeout Configuration:
  - Connection timeout: 30 seconds
  - Query timeout: 300 seconds (5 minutes)
  - Transfer timeout: 1800 seconds (30 minutes)
  - Pipeline timeout: 3600 seconds (1 hour)

Retry and Error Handling

  • Retry policies - Default retry behavior for different types of failures
  • Backoff strategies - How retry intervals are calculated (exponential, linear, etc.)
  • Circuit breakers - Prevent cascade failures when external systems are unavailable
  • Fallback procedures - What happens when all retry attempts are exhausted

Integration and Notification Preferences

Default Format and Encoding Settings

Data Format Standards

# Default data formats
Data Formats:
  - Primary: Parquet (for analytics)
  - Secondary: CSV (for compatibility)
  - Compression: snappy for Parquet, gzip for CSV
  - Encoding: UTF-8 for all text data

Date and Time:
  - Format: ISO 8601 (YYYY-MM-DDTHH:MM:SSZ)
  - Timezone: UTC for all stored data
  - Business timezone: America/New_York for reporting
  - Null handling: Empty string for missing dates

Numeric Data:
  - Decimal precision: 2 places for currency
  - Null handling: NULL for missing numeric values
  - Large numbers: Scientific notation for > 1e12
  - Percentage format: Decimal (0.15 not 15%)

Schema and Validation Standards

  • Naming conventions - Standard field and table naming patterns
  • Data type mappings - How different source data types are standardized
  • Validation rules - Default data quality and validation checks
  • Error handling - How validation failures are handled by default

Notification and Alerting Configuration

Notification Channels

# Notification setup
Email Notifications:
  - Recipients: data-team@acme.com, alerts@acme.com
  - Success notifications: Daily summary only
  - Failure notifications: Immediate
  - Performance alerts: When execution time > 2x normal

Slack Integration:
  - Channel: #data-pipeline-alerts
  - Mention policy: @data-engineering for failures
  - Thread notifications: Group related alerts
  - Business hours only: 8 AM - 6 PM EST

Webhook Notifications:
  - Endpoint: https://monitoring.acme.com/precog-webhooks
  - Authentication: Bearer token
  - Retry policy: 3 attempts, exponential backoff
  - Payload format: JSON with full execution details

Alert Thresholds and Escalation

  • Performance thresholds - When to alert for slow or degraded performance
  • Error rate thresholds - Acceptable failure rates before alerting
  • Data quality thresholds - Minimum data quality scores before alerting
  • Escalation procedures - Who to contact and when for different types of issues

Advanced Workspace Features

Integration with External Systems

Monitoring Integration

  • APM tools - Application performance monitoring integration
  • Log aggregation - Send workspace logs to centralized logging systems
  • Metrics export - Export performance metrics to external monitoring platforms
  • Custom dashboards - Integration with business intelligence and dashboard tools

Source Control Integration

  • Configuration versioning - Track workspace configuration changes in version control
  • Change management - Integrate with change approval workflows
  • Backup and restore - Automated backup of workspace configurations
  • Environment promotion - Deploy configurations across development, testing, and production

Automation and Orchestration

Workflow Automation

# Automation configuration
Auto-scaling:
  - Enabled: true
  - Scale up trigger: Queue depth > 10 for 5 minutes
  - Scale down trigger: Queue empty for 30 minutes
  - Maximum instances: 10
  - Minimum instances: 2

Auto-recovery:
  - Failed schedule retry: Automatic after 5 minutes
  - Resource cleanup: Automatic after execution completion
  - Dead letter handling: Manual review required
  - Dependency management: Auto-retry dependent schedules

Maintenance Automation:
  - Log rotation: Weekly
  - Temporary data cleanup: Daily
  - Performance optimization: Monthly analysis
  - Security updates: Automatic with approval

Policy Enforcement

  • Data governance - Automatically enforce data governance policies
  • Compliance monitoring - Continuous monitoring for regulatory compliance
  • Cost management - Automatic resource optimization to control costs
  • Quality gates - Prevent processing of data that doesn't meet quality standards

Troubleshooting Workspace Settings

Common Configuration Issues

Access and Permission Problems

  • User access denied - Verify user is assigned to workspace with appropriate role
  • API authentication failures - Check API key validity and permissions
  • Resource access errors - Verify workspace has necessary resource allocations
  • Integration failures - Check external system connectivity and authentication

Performance Configuration Issues

  • Resource contention - Adjust resource allocation for competing workloads
  • Timeout errors - Increase timeout values for complex processing
  • Memory issues - Increase memory allocation or optimize batch sizes
  • Connection limits - Adjust connection pool sizes for high-volume processing

Notification and Monitoring Issues

  • Missing alerts - Verify notification channels are configured correctly
  • Alert fatigue - Adjust thresholds to reduce false positive alerts
  • Integration failures - Check webhook endpoints and external system connectivity
  • Message delivery - Verify email servers and Slack integration settings

Settings Validation and Testing

Configuration Validation

  • Settings review - Regular review of workspace configuration for optimization
  • Permission audits - Verify access controls are appropriate and up-to-date
  • Performance testing - Test resource allocation and performance settings
  • Integration testing - Verify external system integrations are functioning correctly

Change Management

  • Testing procedures - Test configuration changes in non-production environments
  • Rollback plans - Prepare procedures for reverting configuration changes
  • Change documentation - Document all configuration changes and their impact
  • Stakeholder notification - Inform relevant team members about configuration changes

Next Steps

After configuring your workspace settings:

  1. Review Sources - Ensure sources align with workspace configuration
  2. Check Destinations - Verify destinations work with workspace settings
  3. Optimize Schedules - Align scheduling with resource allocation and preferences
  4. Monitor History - Use history to validate that settings are working effectively

For advanced workspace configuration scenarios and troubleshooting specific settings issues, consult your Precog workspace documentation or contact support for assistance with complex configuration requirements.