Workspace Configuration (Client Sources)

Purpose

Client sources act as a registry of available workspaces. Each client source stores the connection information required to access a database and enables you to work across multiple projects or environments independently—supporting experimentation, separation of concerns, and collaboration across datasets.

What is a client source?

A client source is a stored database connection configuration that makes a workspace available for selection in planning modules such as MPP-Activities.

Key concepts

• Client source
  A stored database connection definition (type, host, port, credentials).
• Workspace
  The database behind a client source, containing projects, orders, and solutions.
• own_client
  Your personal, permanent client source. This entry is always available and cannot be removed.

Typical actions

• Add new source
  Register a new database connection to make an additional workspace available.
• Test connection
  Verify that the connection parameters are valid and reachable.
• Edit source
  Update connection details such as host, port, or credentials.
• Delete source
  Remove a client source from your workspace list. This removes only the configuration—not the database itself.

How client sources are used

Client sources are selected inside planning modules. When opening a module such as MPP-Activities, you choose an available client source to work with, then select or create a project within that workspace.

Good practices

• Use descriptive names for client sources (team/project/environment).
• Test connections before using them in planning modules.
• Separate experimental and production data using different client sources.

Conceptual workflow

You first register or connect to a client source, then choose it inside a planning module. All created projects, orders, and solutions are stored in the selected workspace database.