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.
Override Collaborative Workspace template branding elements.

Setting Up Collaborative Workspace System Options

This section discusses 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.

This section discusses the options in the Resource Finder and Collaborative Workspaces group boxes that are used to define installation options for Collaborative Workspaces.

Other options on this page are covered in the PeopleSoft Enterprise Portal 9 PeopleBook: Enterprise Portal Application Technology.

See Defining Portal Solutions Installation Options.

Resource Finder

Enable Resource Finder

Select this check box to use the Resource Finder feature.

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 do not select this option, 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 email messages you want to be able to send in the member invitation notification process for a Collaborative Workspace. If the number of email messages sent in the notification process exceeds this number, an error displays and no email messages 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 modules 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.
Enable External Users	Select to enable the option to create external user accounts for workspaces. See Administering Collaborative Workspace Instance Members.

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 Manage Templates 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.

Note. You can't delete the top category, but you can rename it.

Note. To delete the new template, use the Manage Templates component.

See Managing Workspace Templates.

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.

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
Manage Templates	EPPCW_MANAGE	Portal Administration, Workspaces, Manage Templates	Use to browse and manage the list of workspace templates.
Create Workspace Template	EPPCW_TMPL_CREATE	Portal Administration, Workspaces, Create Template	Create a Collaborative Workspace template definition.
Template Created page	EPPCW_TMPL_COMPL	Displays automatically after you click Save on the Create Workspace Template page.	Access the new template by clicking the template name link.
Administration - Properties	EPPCW_ADMIN_PROP	Click the template name link on the Template Created page. Portal Administration, Workspaces, Manage Workspaces Click the template you want to administer. Click the Administration link in the Collaborative Workspace menu. Or click the template name link on the Template Created page.	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.
Documents Module Properties	EPPCW_DC_CATGOPTS	Click Save on the Create Workspace Template page. Click the Documents, Properties link on the Modules page. 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. Click the Documents, Properties link.	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 icon 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 Propertieslink on the Modules page. 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.

Managing Workspace Templates

Access the Manage Templates page.

Filter Templates

Category	Select the category in which you want to search for the template that you want to manage.
Owner	Select the owner of the template that you want to manage.
Status	Select the status of the Collaborative Workspace instance or template you want to manage. Active. Inactive.
Keyword	Enter any keywords that you want to use to narrow your search results. The keywords you enter will be matched against any text that appears in the title (label) or description of a template.
Search	Click to perform your requested search.
Reset	Click to clear all keywords you have entered.

Templates

Select	Select to indicate that you want to perform a managerial action on the Collaborative Workspace instance.
Template	Displays the name of the workspace template. Click the link to access the template.
Category	The system displays the category the template is assigned to.
Owner	The system displays the name of the template owner.
Status	The system displays if the template is active or inactive.
Activate	Click to reactivate the selected template.
Deactivate	Click to deactivate the selected template The template is not longer accessible or usable by its members, but its data continues to be stored in your database.
Delete	Click to delete the selected template . You are prompted to confirm your deletion.

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 Template Created page.

Accessing the Newly Created Template

After you have saved the new template, you are transferred to the Template Created page where you click the template name link to display the administration pages for the new template.

Working with Templates and the Action Item Module

For the Action Items module, when creating templates, the system does not create a default list. However, for creating a Workspace, the system does create a default list. If the template has any manually created lists, the Workspace being created from that template will contain a default list (with the same name as the Workspace) plus any manually created lists in the template.

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.

Allow category override

Enables the create and/or administrator of a workspace instance based on this template to select a different category.

Select Overridable Elements

Select the link to display the Select Branding Theme and Overrides where you can select branding elements that you want to change.

Selecting Branding Overrides

Access the Select Branding Theme and Overrides page.

Effective Date

Use this field to specify the date that the header or footer should take effect.

Add

Click the button to add another effective dated version of the theme.

Delete

Click the button to delete the current effective dated version of the theme.

Theme ID

Object name of the branding theme.

Details

Click the link to display the Assemble Branding Theme page where you can define a branding theme.

See Assembling Branding Themes.

Override Section

Indicates if the override value applies to the homepage header, homepage footer or target page header.

Select

Use the check box to select elements you want to override.

Element ID

Unique numeric identifier for the element. These elements are hard coded and serve as the foundation for Enterprise Portal Branding.

Description

Description of the element type including its bind variable. This becomes the default description for the elements listed on the HTML Layouts and Element Selection page.

Managing Collaborative Workspace Template Membership Settings

Access the Administration - Members page.

See Configuring Collaborative Workspace Template Advanced Options.

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 8.48 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 8.48 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.

Click to view information about the privilege set.

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.

Properties

The Properties link associated with a module enables you to further define the properties and options available in the module.

Defining Collaborative Workspace Documents Module Options

Access the Documents Module Properties page by clicking the Properties link for Documents on the Module page..

Enable Content Versions

Select to enable different versions of content.

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.

Cascade to All Child Folders

Will set the default approvals for all new content in child folders. The approval settings are transferred to all child folders when the page is saved. This setting does not affect existing child content approval settings.

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.
Component Interface	Select a component interface to update the template with the key values of the transaction you are working with in step 2 of the wizard. Any component interface that has the GET tied to the component will update the template and when you create the workspace using that template the prompt will show the key values for you to select. This field displays when the Type field is set to Registered.
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.

Note. You access this page by adding a transaction on the Contextual Data page. Set the type to registered, specify a portal name, and then click the prompt button.

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 Related Pagelets page by clicking the Properties link for Related Data on the Modules 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.

Menu Item Label

The system displays the name of the pagelet.

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.

Copying Changes in Collaborative Workspace Templates

Access the Administration — Copy Changes page.

Use this page to make changes to templates in all existing instances of a workspace.

Note. This is a portal registry copy only. No data is copied in the Copy Changes process.

Items to Copy

Select the options that you want to copy to the selected workspaces.

Modules	You can select to copy all modules or only ones selected on the Modules page by clicking the Details link.
Related Pagelets	You can copy pagelets from the Related Pagelets module. Click the Details link to view the Related Pagelets page.
Branding Theme	You can copy branding themes and any other allowable overrides by selecting this checkbox.
Links	You can copy internal or external link by selecting this option.

Target Workspaces

This section of the page lists all workspaces that have been generated using this template. Select the ones that you would like the changes copied to.

Note. If you are working with the base template, then instead of target workspaces, this section will show all target templates created using the base template.

Copy Notification

Select this option to send an email to workspace owners informing them that changes have been copied to their workspaces.

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 8.48 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 8.48 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 8.48 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 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard”

Branding

Access utilities and tools the enable you to change the appearance of the portal.

See Setting Up Enterprise Portal Branding.

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.

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 Template Created 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.
Allow category override	Enables the create and/or administrator of a workspace instance based on this template to select a different category.
Select Overridable Elements	Select the link to display the Select Branding Theme and Overrides where you can select branding elements that you want to change.

Effective Date	Use this field to specify the date that the header or footer should take effect.
Add	Click the button to add another effective dated version of the theme.
Delete	Click the button to delete the current effective dated version of the theme.
Theme ID	Object name of the branding theme.
Details	Click the link to display the Assemble Branding Theme page where you can define a branding theme. See Assembling Branding Themes.
Override Section	Indicates if the override value applies to the homepage header, homepage footer or target page header.
Select	Use the check box to select elements you want to override.
Element ID	Unique numeric identifier for the element. These elements are hard coded and serve as the foundation for Enterprise Portal Branding.
Description	Description of the element type including its bind variable. This becomes the default description for the elements listed on the HTML Layouts and Element Selection page.

Enable Content Versions	Select to enable different versions of content.
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.
Cascade to All Child Folders	Will set the default approvals for all new content in child folders. The approval settings are transferred to all child folders when the page is saved. This setting does not affect existing child content approval settings.