Setting Up Collaborative Workspace Options and Templates

This chapter discusses how to:

Set up Collaborative Workspace system options.
Set up privilege sets.
Set up the Collaborative Workspace category hierarchy.
Set up Collaborative Workspace instant messaging.
Set up Collaborative Workspace templates.
Import and export Collaborative Workspace template data.

Setting Up Collaborative Workspace System Options

In this section, we discuss setting up Collaborative Workspace system options.

Page Used to Set Up Collaborative Workspace System Options

Page Name	Object Name	Navigation	Usage
Portal Solutions Installation Options	EO_PE_OPTIONS1	Portal Administration, System Data, Installation Options	Define portal installation options, including options that are specific to the Collaborative Workspace feature.

Setting Collaborative Workspace System Options

Access the Portal Solutions Installation Options page.

We discuss select options in the Resource Finder and Workspace System Settings group boxes that are used to define installation options for Collaborative Workspaces.

Other options on this page are covered in the PeopleSoft Enterprise Portal 8.9 PeopleBook: Enterprise Portal Application Technology.

See Defining Portal Solutions Installation Options.

Resource Finder

Use Resource Finder for Profile Pages

Select to use Resource Finder participant profiles as the source for Collaborative Workspace member profiles accessible from the Members module. When a user clicks a member name link in the Members module, the member profile displayed will be based on the member's Resource Finder participant profile.

For this option work as designed, you must have the following setup in place:

Resource Finder has been set up and loaded with data. This setup includes the generation of associated Resource Finder search collections.
Resource Finder participants have been loaded with their associated user IDs, where applicable.

See Loading Participant User IDs.

If you leave this option clear, when a user clicks a member name link in the Members module, the member profile that displays is based on information from the following tables: PSOPRDEFN, PSUSEREMAIL, EPPCW_MEMBERS, and PS_EPPRC_IM_USERVW.

See Using the Members Module.

Workspace System Settings

Maximum Email Notifications	Enter the maximum number of emails you want to be able to send in the member invitation notification process for a Collaborative Workspace. If the number of emails sent in the notification process exceeds this number, an error displays and no emails are sent by the system.
Default Module Image	Select the name of the image you want to display by default in the Collaborative Workspace menu to the left of a module name. If a module has its own image defined, this default image is overridden.
Base Template Name	This is the portal registry template on which all Collaborative Workspace templates and their portal registries are based. The default value for this field is set to EPPCW_BASE_TMPL. EPPCW_BASE_TMPL is a delivered portal template that contains content references for pagelets and registered components that represent the modules in Collaborative Workspaces. This portal template also defines the look-and-feel (header, footer, style sheet, menu iScript, and so forth) used by Collaborative Workspace templates and subsequently, Collaborative Workspace instances. The two Collaborative Workspace module tabs that display pagelets, Welcome and Related Data, have been created in this portal template registry and menu items pointing to them are included.
Default Presence Indicators in Members Module	Select to display instant messaging presence indicators in the Members module. If you decide to display presence indicators, keep in mind that one server trip is executed per indicator per member. See Setting Up Instant Messaging in PeopleSoft Enterprise Portal.

Setting Up Privilege Sets

This section provides and overview of privilege sets and discusses how to:

Set up privilege sets.
Add privileges to privilege sets.

Understanding Privilege Sets

When you assign participants to a Collaborative Workspace or Discussion Forum, you must assign the participant a privilege set. A privilege set is composed of base privilege definitions that define the actions a member can take in the feature.

In the Collaborative Workspace feature, privilege sets are assigned to members on the Administration - Members page.

In the Discussion Forum feature, accessed directly from the PeopleSoft Enterprise Portal menu or from within a Collaborative Workspace, privilege sets are assigned to forum participants on the Forum Privileges page.

Assigning Discussion Forum Participants and Privileges

Pages Used to Set Up Privilege Sets

Page Name	Object Name	Navigation	Usage
Privilege Set Definition	EO_PE_PRIVSET_DEFN	Portal Administration, Workspaces, Define Privilege Sets, Privilege Set Definition	Define a privilege set made up of base privileges definitions.
Privileges	EO_PE_PRIVSET_PRIV	Portal Administration, Workspaces, Define Privilege Sets, Privileges	Add base privilege definitions to a privilege set.

Setting Up Privilege Sets

Access the Privilege Set Definition page.

Description

Enter a description of the privilege set. This description will appear as the privilege set name when assigning privilege sets to Collaborative Workspace members.

Long Description

For internal reference, enter a long description of the privilege set.

Feature Code

Select the feature for which you want to define this privilege set.

Collaborative Workspaces.

Discussion Forums. Selecting this feature will make the privilege set available for the Collaborative Workspace Discussion module as well as the Discussion Forums feature.

Active

Select to activate this privilege set definition.

Clear this option to deactivate the privilege set definition. Existing Collaborative Workspace templates and instances will be unaffected, but the privilege set will no longer be available for selection for assignment to members going forward.

If this option is selected and unavailable for editing, the privilege set is delivered by the system and cannot be deactivated.

Delete

Click to delete the privilege set. This button is unavailable for privilege sets that are delivered by the system and are therefore unavailable for deletion.

Adding Privileges to Privilege Sets

Access the Privileges page.

If you are defining a privilege set for a Collaborative Workspaces feature code, all privilege definitions with a Collaborative Workspaces privilege type are available for selection on this page. The Collaborative Workspace module to which the privilege is related displays alongside the privilege.

If you are defining a privilege set for a Discussion Forums feature code, all privilege definitions with a Discussion Forums privilege type are available for selection on this page.

When working with Documents privileges for the Collaborative Workspace feature code, it is important to note that the privileges available for selection on this page trigger more detailed privileges defined in the Content Management feature. We recommend that you use the default Document privilege settings defined on this page and make any necessary adjustments to the more detailed Content Management-based privileges based on the mapping described in the following table:

Collaborative Workspace Privilege	Content Management Privilege Set
Administer Documents	Maps to the ADMINISTRATOR privilege set for the WORKSPACE feature.
Approve Documents	Maps to the APPROVER privilege set for the WORKSPACE feature.
Author Documents	Maps to the AUTHOR privilege set for the WORKSPACE feature.
View Documents	Maps to the VIEWER privilege set for the WORKSPACE feature.

You can access the details of the Content Management privilege sets on the Define Privilege Sets page.

See Defining Privilege Sets.

When working with Discussion privileges for the Collaborative Workspaces feature code, it is important to note that the privileges available for selection on this page trigger more detailed privileges defined for the Discussion Forums feature code privilege set IDs. We recommend that you use the default Discussions privilege settings defined for the Collaborative Workspace feature code and make any necessary adjustments to the more detailed Discussion Forum feature code privilege set IDs based on the mapping described in the following table:

Collaborative Workspace Privilege	Discussion Forums Privilege
Contribute to Discussions	Maps to the EPPDF_CONTRIBUTOR privilege set ID for the Discussion Forums feature code.
Moderate Discussions	Maps to the EPPDF_MODERATOR privilege set ID for the Discussion Forums feature code.
View Discussions	Maps to the EPPDF_VIEWER privilege set ID for the Discussion Forums feature code.

You can access the details of the Discussion Forums feature code privilege set IDs on the Privileges page discussed here.

Note. Changes made to privilege sets with a Collaborative Workspaces feature code will take effect when the privilege set is used in subsequent security assignments.

Setting Up the Collaborative Workspace Category Hierarchy

This section provides an overview of the Collaborative Workspace category hierarchy and discusses how to manage the Collaborative Workspace category hierarchy.

Understanding the Collaborative Workspace Category Hierarchy

Use the Collaborative Workspace category hierarchy to organize Collaborative Workspaces. When you create Collaborative Workspace templates and instances, you can assign them a category you have defined using the Manage Categories component.

When you use the Manage Workspaces and Workspaces components, you can choose to search for, browse, and sort existing Collaborative Workspace templates and instances by category.

Pages Used to Set Up Collaborative Workspace Categories

Page Name	Object Name	Navigation	Usage
Collaborative Workspace Category Hierarchy	EPPCW_MAINTCATG	Portal Administration, Workspaces, Manage Categories	Manage the hierarchy of categories used to organize Collaborative Workspace templates and instances.
Add Category	EPPCW_AE_CATEGORY	Click the Add Category button on the Collaborative Workspace Category Hierarchy page.	Add a category to the Collaborative Workspace category hierarchy.
Edit Category	EPPCW_AE_CATEGORY	Click the Edit Category button on the Collaborative Workspace Category Hierarchy page.	Edit a category in the Collaborative Workspace category hierarchy.
Delete Confirmation	EO_PE_DEL_CONFIRM	Click the Delete Category button on the Collaborative Workspace Category Hierarchy page.	Confirm or cancel the deletion of a category in the Collaborative Workspace category hierarchy.

Managing the Collaborative Workspace Category Hierarchy

Access the Collaborative Workspace Category Hierarchy page.

Top Category

Use the Top Category group box to enter information about the top category, or root of the Collaborative Workspace category hierarchy. This single top category will house all categories for your Collaborative Workspace implementation.

Category Name	Enter the name you'd like to use to identify the top category of your Collaborative Workspace category hierarchy. The category you define here is the top folder in the graphical representation of the category hierarchy that appears in the lower portion of the page.
Description	For internal reference, enter a description of the top category.
	Designates a category that contains other categories. Click to display child categories.
	Designates a category that does not contain any other categories.

Click linked category name text to access any of the following editing options applicable to the selected category.

Add Category	Click to access the Add Category page, where you can add a category to the selected category.
Edit Category	Click to access the Edit Category page, where you can edit the selected category.
Delete Category	Click to access the Delete Confirmation page, where you can confirm or cancel the deletion of the selected category.

Setting Up Collaborative Workspace Instant Messaging

Instant messaging functionality is available in Collaborative Workspaces by way of member profiles accessible from the Members module. If you have selected the Use Resource Finder for Profile Pages option on the Installation Options page, when you access a member profile, instant messaging functionality will be available.

Viewing Member Profiles

Setting Up Collaborative Workspace Templates

This section provides an overview of Collaborative Workspace templates and discusses how to:

Create a Collaborative Workspace template definition.
Set Collaborative Workspace template properties.
Manage Collaborative Workspace template membership settings.
Select Collaborative Workspace template modules.
Define Collaborative Workspace Documents module options.
Define Collaborative Workspace template contextual data.
Select Collaborative Workspace template transactions.
Select Collaborative Workspace template related pagelets.
Define Collaborative Workspace template security.
Configure Collaborative Workspace template advanced options.

Understanding Collaborative Workspace Templates

You must create Collaborative Workspace templates to create Collaborative Workspace instances. When creating a Collaborative Workspace instance, you select a Collaborative Workspace template on which to base the instance. These templates are the models according to which Collaborative Workspaces instances are built. For example, you can create Collaborative Workspace templates to be used to build Collaborative Workspaces for a particular user group, department, or transaction. You can create highly or minimally configured templates, depending on their usage.

A Collaborative Workspace template is a portal registry derived from the delivered Collaborative Workspace base portal template. Using the template administration pages documented in this section, you can define various aspects of this template registry, including security, contextual data, associated Collaborative Workspace modules, and related pagelets.

Pages Used to Set Up Collaborative Workspace Templates

Page Name	Object Name	Navigation	Usage
Create Workspace Template	EPPCW_TMPL_CREATE	Portal Administration, Workspaces, Create Template	Create a Collaborative Workspace template definition.
Administration - Properties	EPPCW_ADMIN_PROP	Click Save on the Create Workspace Template page. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu.	Set Collaborative Workspace template properties such as name, category, and branding theme.
Administration - Members	EPPCW_ADMIN_MBR	Click Save on the Create Workspace Template page. Click the Members tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Members tab.	Manage the membership settings of a Collaborative Workspace template.
Administration - Modules	EPPCW_ADMIN_MOD	Click Save on the Create Workspace Template page. Click the Modules tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Modules tab.	Select the modules that you want to include in the Collaborative Workspace template.
Administration - Documents Module	EPPCW_DC_CATGOPTS	Click Save on the Create Workspace Template page. Click the Documents Module tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Documents Module tab.	Define options available in the Documents module of Collaborative Workspaces created using the template.
Administration - Contextual Data	EPPCW_ADMIN_KEYS	Click Save on the Create Workspace Template page. Click the Contextual Data tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Contextual Data tab.	Manage contextual data associated with the template. For example, you can enter data that ties the template to one or more transactions, and to one or more transaction key fields.
Select Transaction	EPPCW_BROWSEREG	Click the Select Transaction button on the Administration - Contextual Data page.	Select a transaction that you want to include as contextual data for the template.
Administration - Related Pagelets	EPPCW_ADMIN_PGLTS	Click Save on the Create Workspace Template page. Click the Related Pagelets tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Related Pagelets tab.	Manage the related pagelets associated with the template.
Administration - Security	EPPCW_ADMIN_SEC	Click Save on the Create Workspace Template page. Click the Security tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Security tab.	Manage security options for the template.
Administration - Advanced	EPPCW_ADMIN_ADV	Click Save on the Create Workspace Template page. Click the Advanced tab. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Click the Advanced tab.	Access tools and utilities that enable you to implement advanced configurations for the Collaborative Workspace template.

Creating a Collaborative Workspace Template Definition

Access the Create Workspace Template page.

Name

Enter a name for the template. This name becomes an available value in the Template field on the Select a Workspace Template page.

Description

Enter a description of the template. This description displays when the template is selected on the Select a Workspace Template page.

Save

Click to create and save the template definition. Once the save is complete, you are transferred to the Administration - Properties page in the Administration module, where you can begin defining templates details.

Setting Collaborative Workspace Template Properties

Access the Administration - Properties page.

Name

The template name you entered on the Create Workspace Template page appears and can be overridden. This name becomes an available value in the Template field on the Select a Workspace Template page.

Description

Enter a description of the template. This description displays when the template is selected on the Select a Workspace Template page.

Default Category

Select a category for the Collaborative Workspace template. This category appears by default on the Name and Describe Workspace page for a Collaborative Workspace created using this template.

Allow Category Override

Select to be able to override the selected category on individual Collaborative Workspaces created using this template. You perform this override on the Name and Describe Workspace page.

Branding Theme

Displays the branding theme that will be used to display Collaborative Workspaces created using this template. This field is editable for owners or administrators of a template.

Branding themes available for selection are derived from the assembled themes as defined in the PeopleSoft Enterprise Portal Branding feature.

See Also

Setting Up Enterprise Portal Branding

Setting Up the Collaborative Workspace Category Hierarchy

Managing Collaborative Workspace Template Membership Settings

Access the Administration - Members page.

See Setting Up Privilege Sets.

Members

Use the Members group box to manage the membership settings of the Collaborative Workspace template. These settings will be defaulted to the Collaborative Workspaces that are created using this template.

You can also use the Add Members page and the Administration - Members page used with Collaborative Workspace instances to manage the membership of a Collaborative Workspace built using this template.

See Step 5: Adding Collaborative Workspace Members.

Type

Select the type of member you want to add to the Collaborative Workspace template. Users and roles that are available for selection are those who have access to the PAPP5300 permission list. Available values include:

Role. Select to be able to select a role, or group of users, in the Member Name field. Available roles are defined in the Roles component.

See Enterprise PeopleTools 8.46 PeopleBook: Security Administration, “Setting Up Roles”

User. Select to be able to select a user in the Member Name field. You must select this value to be able to select a Privilege Set field value of Owner or Administrator. Available users are defined in the User Profiles component.

See Enterprise PeopleTools 8.46 PeopleBook: Security Administration, “Administering User Profiles”

Privilege Set

Select the privilege set you want to assign by default to the member in Collaborative Workspaces created using this template. You must select a Type field value of User to be able to select the Owner or Administrator value. Available values are:

Administrator.

Approver.

Contributor.

Moderator.

Owner.

Viewer.

See Understanding Collaborative Workspace Member Privilege Sets.

Selecting Collaborative Workspace Template Modules

Access the Administration - Modules page.

Select the modules that you want to include in the Collaborative Workspace template.

See Using Collaborative Workspaces.

These settings will be defaulted to the Collaborative Workspaces that are created using this template. Welcome, Members, and Administration values are selected and unavailable for editing because those modules are required in a Collaborative Workspace.

Defining Collaborative Workspace Documents Module Options

Access the Administration - Documents Module page.

Enable Content Checkout

Select to enable the check in and check out of documents posted to the Documents module in Collaborative Workspaces created using this template. If you select this option, fields and options enabling the check in and check out of documents display appropriately on the pages used to post documents to the Documents module.

Enable Content Approval

Select to enable the approval of documents posted to the Documents module in Collaborative Workspaces created using this template. If you select this option, fields and options enabling the approval of documents display appropriately on the pages used to post documents to the Documents module.

Allowed Content Types

Enable Text/HTML	Select to enable the posting of text and HTML documents to the Documents module in Collaborative Workspaces created using this template. If you select this option, the Text or HTML option displays on the Documents - Add Documents page in the Documents module.
Enable File Attachments	Select to enable the posting of file attachments to the Documents module in Collaborative Workspaces created using this template. If you select this option, the File Attachment option displays on the Documents - Add Documents page in the Documents module.
Enable Managed Content	Select to enable the posting of managed content to the Documents module in Collaborative Workspaces created using this template. If you select this option, the Managed Content option displays on the Documents - Add Documents page in the Documents module.

Defining Collaborative Workspace Template Contextual Data

Access the Administration - Contextual Data page.

Related Transactions

Use the Related Transactions group box to associate Collaborative Workspaces built using this template with specific transactions.

For example, if you create a template with a related transaction tied to a Customer Case transaction, when a user chooses to create a Collaborative Workspace by using the Workspaces page accessed directly from the Customer Case transaction, the template displays as the recommended template for use with the transaction.

Type	Select the type of transaction you want to associate with the template. Not Registered. Select to associate the template with a transaction that is not registered in the PeopleSoft database environment. When you select this value, the Node Name, URL, and Label fields display. Registered. Select to associate the template with a transaction that is registered in the PeopleSoft database environment. When you select this value, the Portal / Subsite and Transaction Name fields display.
Portal / Subsite	Select the portal or subsite in which the internal transaction to which you want to tie this template resides. This field displays when the Type field is set to Registered.
Transaction Name	Enter one or more internal transactions to which you want to tie this template. This field displays when the Type field is set to Registered. Click the Select Transaction button to access the Select Transaction page, where you can select a transaction from a graphical representation of the portal registry.
Node Name	Select the node through which the external transaction to which you want to tie this template should be accessed. These nodes are defined content providers from which content can be retrieved and rendered. This field displays when the Type field is set to Not Registered.
URL	Enter the URL to the external transaction to which you want to tie this template. This field displays when the Type field is set to Not Registered.
Label	Enter the label that you want to display for an unregistered transaction. This field displays when the Type field is set to Not Registered. Label text you enter here displays in the following places. The text displays on the Relate Workspace to a Transaction page when the keys edit boxes are presented, and second, they show up in the workspace menu (below the module choices in the left-hand).
Only for selected transactions	Select if you want this template to be available for selection only when a user chooses to create Collaborative Workspaces from the related transactions you define on this page. When a user creates a Collaborative Workspace based on any other transaction, this template will not be available for selection.

Related Keys

Use the Related Keys group box to specify key fields that you want associate with this template. When you build a Collaborative Workspace using this template and associate it with a transaction that contains these key fields, the Collaborative Workspace is able to display pagelets and links related to the key field values from the transaction.

Note. Modifying existing field values or options set in this group box initiates a function that updates all Collaborative Workspace pagelet content reference URLs that contain an attribute of EPPCW_PAGELET with a value of KEYS. This change impacts all Collaborative Workspace pagelets, as well as any related pagelets associated with the Collaborative Workspace in which the key was modified.

Display	Select if you want the key field and its transactional value to display in a Collaborative Workspace created from this template using a transaction that contains the key field. Clear this option to hide certain keys and their values from Collaborative Workspace users.
Key	Enter the key field name that you want to associate with the Collaborative Workspace template. These keys and their values can be used to generate context-sensitive Related Pagelets and links that are specific to the Collaborative Workspace instance created from this template.
Custom Label	Enter an overriding value for the key label. If you choose to display the key, this label will appear alongside the key field value below the menu of a Collaborative Workspace created from this template for a transaction that contains the key.
Allow key overrides	Select if you want an administrator to be able to edit these keys in a Collaborative Workspace created using this template.

Selecting Collaborative Workspace Template Transactions

Access the Select Transaction page.

Portal / Subsite

Displays the portal or subsite you selected on the Administration - Contextual Data page, but can be overridden. Select the portal in which the transaction you want to associate the template resides.

Search by

Description.

Label.

Search

Click the execute the search you entered using the Search by elements.

You can also manually click through the tree of folders to locate the transaction. Select the transaction you want to associate with the template and click OK to return to the Administration - Contextual Data page and add the transaction to the template.

Selecting Collaborative Workspace Template Related Pagelets

Access the Administration - Related Pagelets page.

Portal / Subsite

Select the portal or subsite in which the pagelet you want to associate with this template resides.

Name

Select the pagelet you want to associate with this template. All pagelets in all portal registries within a database are available for selection as related pagelets in a Collaborative Workspace.

Context-Sensitive

Select to enable the pagelet to utilize contextual data supplied to Collaborative Workspaces created using this template.

When you select this option for a pagelet, the keys and key values associated with the Collaborative Workspace are passed to the pagelet. For example, if you have a pagelet that displays stock information and a Company Overview Collaborative Workspace instance tied to a key of Stock Symbol (SYMBL), when the Collaborative Workspace is created and linked to a specific company with stock symbol “WXYZ,” for example, the context-sensitive related pagelet is passed the information “SYMBL=WXYZ.” This data is passed by way of the query string.

Understanding Related Pagelet Content Reference Attributes

When a related pagelet is added to a Collaborative Workspace and is designated as being context-sensitive, the pagelet is passed the same key names and values that are associated with the Collaborative Workspace. These keys are passed to the pagelet as query string parameters. If needed, the key names can be overridden for a related pagelet by adding the EPPCW_KEYMAPPING attribute to the content reference representing the pagelet.

The pagelet's content reference can be accessed by clicking the Structure and Content link on the Administration - Advanced page. The syntax for the attribute value is as follows: KEY1ORIGNAME=KEY1NEWNAME; KEY2ORIGNAME=KEY2NEWNAME; … ; KEYNORIGNAME=KEYNNEWNAME.

Configuring Collaborative Workspace Instance Advanced Options

Defining Collaborative Workspace Template Security

Access the Administration - Security page.

Security Options

Anyone Can Use This Template	Select if you want this template to be available for selection without any user security restrictions.
Only Selected Users & Roles	Select if you want to this template to be available for selection only by the specific users and roles you specify in the Users/Roles group box. When you select this option, the Users/Roles group box displays.

Users/Roles

The Users/Roles group box displays when the Only Selected Users & Roles option is selected.

Type

Select the type of member you want to be able to access this Collaborative Workspace template. Available values include:

Role. Select to be able to select a role, or group of users, in the Member Name field. Available roles are defined in the Roles component.

See Enterprise PeopleTools 8.46 PeopleBook: Security Administration, “Setting Up Roles”

User. Select to be able to select a user in the Member Name field. Available users are defined in the User Profiles component.

See Enterprise PeopleTools 8.46 PeopleBook: Security Administration, “Administering User Profiles”

Configuring Collaborative Workspace Template Advanced Options

Access the Administration - Advanced page.

Navigation

Access utilities and tools that enable you to implement advanced navigation configurations for the Collaborative Workspace template. Add new modules to the Collaborative Workspace or access Pagelet Wizard to create new pagelets for use with the Collaborative Workspace.

See Using Manage Navigation.

See Enterprise PeopleTools 8.46 PeopleBook: Internet Technology, “Administering Portals”

Pagelets

Access utilities and tools that enable you to implement advanced pagelet configurations for the Collaborative Workspace template.

See Enterprise PeopleTools 8.46 PeopleBook: Internet Technology, “Using Pagelet Wizard”

Importing and Exporting Collaborative Workspace Template Data

We provide the following PeopleSoft Data Mover scripts to help you import and export your Collaborative Workspace template data.

portal_workspace_exp.dms

Use this export script to export all template data stored in EPPCW tables.
portal_workspace_imp.dms

Use this import script to import all template data.

Use these scripts in addition to a project that contains the managed portal registry object for the template to create templates in the PeopleSoft Enterprise Portal database. These scripts are located in your ps_home\scripts directory.

Note. Before executing the scripts, you must update them with the specific Collaborative Workspace template names you are importing or exporting.

These scripts do not support the import and export of any associated attachments.

Description	Enter a description of the privilege set. This description will appear as the privilege set name when assigning privilege sets to Collaborative Workspace members.
Long Description	For internal reference, enter a long description of the privilege set.
Feature Code	Select the feature for which you want to define this privilege set. Collaborative Workspaces. Discussion Forums. Selecting this feature will make the privilege set available for the Collaborative Workspace Discussion module as well as the Discussion Forums feature.
Active	Select to activate this privilege set definition. Clear this option to deactivate the privilege set definition. Existing Collaborative Workspace templates and instances will be unaffected, but the privilege set will no longer be available for selection for assignment to members going forward. If this option is selected and unavailable for editing, the privilege set is delivered by the system and cannot be deactivated.
Delete	Click to delete the privilege set. This button is unavailable for privilege sets that are delivered by the system and are therefore unavailable for deletion.

Name	Enter a name for the template. This name becomes an available value in the Template field on the Select a Workspace Template page.
Description	Enter a description of the template. This description displays when the template is selected on the Select a Workspace Template page.
Save	Click to create and save the template definition. Once the save is complete, you are transferred to the Administration - Properties page in the Administration module, where you can begin defining templates details.

Name	The template name you entered on the Create Workspace Template page appears and can be overridden. This name becomes an available value in the Template field on the Select a Workspace Template page.
Description	Enter a description of the template. This description displays when the template is selected on the Select a Workspace Template page.
Default Category	Select a category for the Collaborative Workspace template. This category appears by default on the Name and Describe Workspace page for a Collaborative Workspace created using this template.
Allow Category Override	Select to be able to override the selected category on individual Collaborative Workspaces created using this template. You perform this override on the Name and Describe Workspace page.
Branding Theme	Displays the branding theme that will be used to display Collaborative Workspaces created using this template. This field is editable for owners or administrators of a template. Branding themes available for selection are derived from the assembled themes as defined in the PeopleSoft Enterprise Portal Branding feature.

Enable Content Checkout	Select to enable the check in and check out of documents posted to the Documents module in Collaborative Workspaces created using this template. If you select this option, fields and options enabling the check in and check out of documents display appropriately on the pages used to post documents to the Documents module.
Enable Content Approval	Select to enable the approval of documents posted to the Documents module in Collaborative Workspaces created using this template. If you select this option, fields and options enabling the approval of documents display appropriately on the pages used to post documents to the Documents module.