Using Collaborative Workspaces

This chapter discusses how to:

Click to jump to parent topicNavigating in a Collaborative Workspace

When you access a Collaborative Workspace, the Welcome page displays.

Collaborative Workspace Welcome page

The Collaborative Workspace Welcome page is the front page and standard entry area for a Collaborative Workspace.

The Welcome page includes the Collaborative Workspace menu, which displays on the left and is used to access modules that have been defined for inclusion in a Collaborative Workspace instance using the Administration component. This menu also provides access to the Administration component for the Collaborative Workspace instance.

The name of the Collaborative Workspace appears at the top of the menu. This name was defined when the Collaborative Workspace was created, but can be edited in the Administration component.

Any contextual data that was defined for the Collaborative Workspace appears near the bottom of the menu. If applicable, select the Return to link to access the transaction for which the Collaborative Workspace was created.

When you select the Discussions, Documents, and Links modules for inclusion in a Collaborative Workspace instance, their associated pagelets display on the Welcome page.

PortalHome

Click to exit the Collaborative Workspace instance and access the PeopleSoft Enterprise Portal homepage.

WorkspaceHome

Click to access the Collaborative Workspace Welcome page.

Modify Content

Click to access the Content - Tab Content page. This link only displays for users who have been designated as Collaborative Workspace owners or administrators.

Modify Layout

Click to access the Layout - Tab Layout page. This link only displays for users who have been designated as Collaborative Workspace owners or administrators.

Discussions

Click to access the Discussions module, where you can create discussion groups relevant to a Collaborative Workspace. The Discussions module enables members of a Collaborative Workspace to post discussion topics and replies. Members can monitor recent discussions using the Discussion pagelet that you can display on the Welcome page.

See Using the Discussions Module.

Documents

Click to access the Documents module, where you can post and collaborate on documents relevant to a Collaborative Workspace. Members can monitor recently added or changed documents using the Documents pagelet that you can display on the Welcome page. Members can initiate a document-based discussion thread in the Discussions module.

See Using the Documents Module.

Members

Click to access the Members module, where you can get information about and communicate with Collaborative Workspace members. The Members module provides access to a member profile, as well as tools to initiate emails and instant messaging with members.

See Using the Members Module.

Links

Click to access the Links module, where you can create a collection of links relevant to the Collaborative Workspace. This collection displays on the Links pagelet that you can display on the Welcome page.

See Using the Links Module.

Related Data

Click to access the Related Data module, where you can access a collection of pagelets relevant to the Collaborative Workspace. This collection of pagelets is compiled on the Administration - Related Pagelets page.

See Using the Related Data Module.

Administration

Click to access the Administration component for the Collaborative Workspace instance.

See Administering Collaborative Workspaces.

Click to jump to parent topicDesignating the Content and Layout of the Welcome Page

This section provides an overview of Welcome page layout and discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Designate the Content and Layout of the Welcome Page

Page Name

Object Name

Navigation

Usage

Content

PTSYSTABCONTENT

Click the Modify Content link on the Welcome page.

Designate the types of content you want to display on the Welcome page.

See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Administering Portal Homepages and Pagelets,” Selecting Tab Content

Layout

PTSYSTABLAYOUT

Click the Modify Layout link on the Welcome page.

Designate the layout of content on the Welcome page.

See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Administering Portal Homepages and Pagelets,” Specifying Tab Layout

Click to jump to parent topicAccessing Collaborative Workspaces

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Access Collaborative Workspaces

Page Name

Object Name

Navigation

Usage

Workspaces

EPPCW_MYWS

Workspaces

Search for an existing Collaborative Workspace.

Create a new Collaborative Workspace.

Browse By Category

EPPCW_BROWSE

Click the Browse By Category link on the Workspaces page.

Browse through existing Collaborative Workspaces organized by category.

See Also

Creating Collaborative Workspaces

Click to jump to top of pageClick to jump to parent topicSearching for Collaborative Workspaces

Access the Workspaces page.

If you access this page from the Related Workspaces pagelet, the list of related workspaces appears on the page enabling access to the workspaces that are tied to the transaction.

Search For Workspace

Workspace Name

Select the name of the Collaborative Workspace for which you want to search.

Category

Select the Collaborative Workspace category in which you want to perform a search. Collaborative Workspaces that were created with this category assigned on the Name and Describe Workspace page are returned in the search results.

Search

Click to execute the Collaborative Workspace search based on criteria entered in the Workspace Name and Category fields.

Advanced Search

Select to display additional Owner and Template search criteria fields on the page.

Owner

Select the owner of Collaborative Workspaces for which you want to perform a search.

Template

Select the template used to create the Collaborative Workspace for which you want to perform a search.

Basic Search

Click to display basic search criteria fields and hide the Owner and Template search criteria fields on the page.

Browse By Category

Click to access the Browse By Category page.

Create Workspace

Click to access the Collaboration Workspace creation wizard, which you can use to create a Collaborative Workspace.

Click to jump to top of pageClick to jump to parent topicBrowsing Collaborative Workspaces by Category

Access the Workspaces page.

The Collaborative Workspace category hierarchy available for browsing on this page was defined on the Collaborative Workspace Category Hierarchy page. Collaborative Workspaces appear in the hierarchy depending on the categories to which they have been assigned.

Use the linked navigation path at the top of the page to move through the tiers of the hierarchy.

Designates a category folder.

Click a category link to access the contents of the category.

Designates a Collaborative Workspace in the category hierarchy.

Click a workspace link to access the Collaborative Workspace.

Click to jump to parent topicUsing the Discussions Module

In this section, we provide an overview of the Discussions module and discuss how to use the Discussions module.

Click to jump to top of pageClick to jump to parent topicUnderstanding the Discussions Module

The Discussions module provides a platform that Collaborative Workspace members can use to discuss topics of interest. Members can post discussion topics and replies. In addition, members can monitor the discussions to which they belong using the Recent Discussions pagelet on the Collaborative Workspace Welcome page.

The pages used to participate in discussions in the Discussions module are the same pages used for the Discussion Forums feature in PeopleSoft Enterprise Portal. When you click the Discussions link in the Collaborative Workspace menu, you are taken to the Discussion Forum page, which functions in the same way the Discussion Forum page functions in the Discussion Forums feature.

See Using the Discussions Module.

The Discussion module privileges available to members in a Collaborative Workspace are the same as those for Discussion Forum participants.

Discussion updates posted mostly recently to the Discussions module are displayed for member access on the Recent Discussions pagelet, which appears by default on the Welcome page of the Collaborative Workspace instance.

Recent Discussions pagelet

Click to jump to top of pageClick to jump to parent topicPages Used to Participate in Discussions

Page Name

Object Name

Navigation

Usage

Discussion Forum

EPPDF_FORUM

  • Click the Discussions link in the Collaborative Workspace menu.

  • Click the View All Discussions link on the Recent Discussions pagelet.

View discussion topic details. Access a variety of pages that allow you to add a discussion topic, subscribe to email alerts about updates to the discussion, and view the discussion policy. If you are the moderator of the discussion, access a page you can use to manage the discussion.

Create New Topic

EPPDF_REPLY_TOPIC

Click the Add Topic button on the Discussion Forum page.

Add a discussion topic to a discussion.

Discussions - Manage Forum

EPPDF_FORUM_MANAGE

Click the Manage Forum button on the Discussion Forum page.

Edit title and description text of a discussion. Activate or inactivate the discussion. The fields on this page are the same as those that appear on the Create Forum page.

Discussions - Assign Forum Privileges

EPPDF_FORUM_PRIV

Click the Manage Forum button on the Discussion Forum page.

Click the Assign Forum Privileges tab.

Manage users and roles assigned as discussion members. Manage privileges assigned to the members. The fields on this page are the same as those that appear on the Forum Privileges page.

Discussions - Policy Document

EPPDF_FORUM_MANAGE

Click the Manage Forum button on the Discussion Forum page.

Click the Policy Document tab.

Manage the policy statement for the discussion. The fields on this page are the same as those that appear on the Forum Privileges page.

Add Alert Subscription

EPPAN_ALERTS

Click the Alerts link accompanied by the icon on the Discussion Forum page.

Create subscriptions for email alerts to keep your apprised of updates to the discussion.

Update Alert Subscription

EPPAN_ALERTS

Click the Alert link accompanied by the icon on the Discussion Forum page.

Update existing email alerts for the discussion.

Forum Policy

EPPDF_POLICYDOC_SP

Click the Forum Policy link on the Discussion Forum page.

View the policy statement for the discussion.

Search

EPPCW_SEARCH

Click the Search link on the Discussion Forum page.

Perform a search within a Discussion Forum.

Post Details

EPPDF_VIEW_TOPIC

Click a discussion topic link on the Discussion Forum page.

Access discussion topic details and features. Edit or delete the discussion topic. View details about the discussion topic.

Add a Reply

EPPDF_REPLY_TOPIC

Click the Reply button on the Post Details page.

Add a reply to the discussion topic. The fields on this page are the same as those on the Create New Topic page.

Edit a Post

EPPDF_REPLY_TOPIC

Click the Edit button on the Post Details page.

Edit a discussion topic.

See Also

Using the Discussions Module

Click to jump to parent topicUsing the Documents Module

This section provides an overview of the Documents module.

Click to jump to top of pageClick to jump to parent topicUnderstanding the Documents Module

The Documents module provides a platform that Collaborative Workspace members can use to share documents of interest. The pages used to manage folders and documents in the Documents module are the same pages used in the Content Management feature in PeopleSoft Enterprise Portal. When you click the Documents link in the Collaborative Workspace menu, you are taken to the Documents page, which functions in the same way the Browse Managed Content page functions in the Content Management feature.

See Setting Up and Working With Managed Content.

Documents posted mostly recently to the Documents module are displayed for member access on the Recent Documents pagelet, which appears by default on the Welcome page of the Collaborative Workspace instance.

Recent Documents pagelet

Click to jump to top of pageClick to jump to parent topicPages Used to Work in the Documents Module

Page Name

Object Name

Navigation

Usage

Documents

EPPCM_HIER_MAIN

Click the Documents link in the Collaborative Workspace menu.

Drill down through the top-level folders in the Documents module. Access pages you can use to add folders and documents to the Documents module.

Folder Properties

EPPCM_CATG_MAIN

  • Click the Add Folder button on the Documents page.

  • Click the Properties link for a folder on the Documents page.

Create new folders in the Documents module. Update information for existing folders.

Folder Security

EPPCM_CATG_MEM

  • Click the Add Folder button on the Documents page.

    Click the Folder Security tab.

  • Click the Properties link for a folder on the Documents page.

    Click the Folder Security tab.

Specify the actions a member can perform for the folder and the content located in the folder.

Add Documents

EPPCM_ADDCONT_SEC

Click the Add Content button on the Documents page.

Specify the type of content you want to add.

File Attachment Properties

EPPCM_CONT_MAIN

  • Select a content type on the Add Documents page and click OK.

  • Select the Properties link for a piece of content on the Documents page.

Enter content information and upload and publish content, or save draft versions.

Content Locations

EPPCM_CONT_LOC

Click the Locations link on the File Attachment Properties page.

View information about the locations in which the content is published. Move content to a different location.

Move Content

EPPCM_CONT_TREEMOD

Click the Move button on the Content Locations page.

Move content to a new folder.

Content Versions

EPPCM_CONT_VER

Click the Versions link on the File Attachment Properties page.

Review the different versions for a specific content item.

Start Discussion Confirmation

EO_PE_YESNOCONFIRM

Click the Start Discussion link on the File Attachment Properties page.

Confirm that you want to start a discussion thread about the selected content.

See Also

Setting Up and Working With Managed Content

Click to jump to parent topicUsing the Links Module

This section provides an overview of the Links module and discusses how to maintain the Links module.

Click to jump to top of pageClick to jump to parent topicUnderstanding the Links Module

Use the Links module to build and maintain a collection of useful links related to a Collaborative Workspace instance. This collection of links is displayed for member use on the Links pagelet, which appears by default on the Welcome page of the Collaborative Workspace instance.

Links pagelet

You can include links to the following types of content:

If you define a Link pagelet collection as a part of a Collaborative Workspace template, the collection will display in the Link pagelet in any Collaborative Workspace instances built using the template.

Click to jump to top of pageClick to jump to parent topicPages Used to Maintain the Links Module

Page Name

Object Name

Navigation

Usage

Links

EPPCW_LKBROWSE

Click the Links link in the Collaborative Workspace menu.

Add, edit, and delete folders and links in the Links module.

Link Properties

EPPCW_LKLINK

  • Click the Add Link button on the Links page.

  • Click the Properties link for a link on the Links page.

Add and maintain links in the Links module.

Select New Parent Folder

EPPCW_LKNEW_PRNT

Click the Select New Parent Folder link on the Link Properties page.

View a graphical display of the collection of folders and links defined for Links module and select the folder in which you want the selected link to reside.

Folder Properties

EPPCW_LKFOLDER

  • Click the Add Folder button on the Links page.

  • Click the Properties link for a folder on the Links page.

Add and maintain folders in the Links module.

Links

EPPCW_LKCONTENT

Click the Title link for a folder on the Links page (EPPCW_LKBROWSE).

Add links to a folder. Access the link contents of a folder.

Search

EPPCW_SEARCH

Click the Search link on the Links page (EPPCW_LKBROWSE).

Perform a search within the Links module.

Click to jump to top of pageClick to jump to parent topicMaintaining Links and Folders

Access the Links page (EPPCW_LKBROWSE).

The Related Links folder is created automatically and if applicable, contains a link to any transactions that you have tied to this Collaborative Workspace by way of contextual data.

Add Link

Click to access the Link Properties page.

Add Folder

Click to access the Folder Properties page.

Search

Click to access the Search page.

Top

Title

Click for a folder to access the Links page (EPPCW_LKCONTENT).

Click for a link to access the content of the link destination.

Properties

Click for a folder to access the Folder Properties page.

Click for a link to access the Link Properties page.

Delete

Click to delete a folder or link. You will be prompted to confirm the deletion.

Click to jump to top of pageClick to jump to parent topicAdding a Link

Access the Link Properties page.

Label

Enter the text you want to appear as the link used to access the link content.

Long Description

Enter a long description of the link content, which will appear in the Description column on the Links page. This description will also appear as rollover text for the link on the Link pagelet.

Link Type

External URL. Select to add a link to an external URL. If selected, the URL field displays.

Menu Item. Select to add a link to a PeopleSoft menu item. This establishes a link to a content reference in the portal registry. If selected, the Portal and Menu Item fields display.

URL

This field displays when the Link Type field is set to External URL. Enter the URL address of the website to which you want to create a link.

Portal

This field displays when the Link Type field is set to Menu Item. Select the portal in which the menu item for which you want to provide a link resides.

Menu Item

This field displays when the Link Type field is set to Menu Item. Select the menu item to which you want to provide a link.

Go to the Portal Registry Entry for this CREF

The field displays once link properties have been saved. Click to access the Content Ref Administration page for the menu item.

See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Administering Portals,” Administering Content References

Additional Options

Use Contextual Data

Select to use contextual data defined in the Collaborative Workspace instance to derive link content.

For example, if you create a Collaborative Workspace instance that contains contextual data to a specific transaction or URL, a link to the transaction or URL will automatically be added to the Related Links folder on the Links pagelet for the Collaborative Workspace instance.

Map Key

Click to display the Key Name Mapping page, enabling you to rename the keys passed to the link.

Display on Welcome Page

Select to display the link on the Links pagelet on the Collaborative Workspace Welcome page.

Open Link in New Window

Select to indicate that, when accessed, you want the link content to display in a new window. If this option is clear, when accessed, the link content is displayed within your Collaborative Workspace frame.

Location

The Location group box displays once link properties have been saved. The fields in this group box enable you to change the location of an existing link.

Select New Parent Folder

Click to access the Select New Parent Folder page, where you can move the link to a folder other than the current folder.

Parent Folder

Displays the name of the parent folder of the link.

Placement in Folder

Select a value in the drop-down list box to change the placement of the link within its parent folder. Available placement values reflect saved link sequencing.

Publishing Dates

Valid From

Enter a date on which the link will be valid. This is the date on which the link will appear on the Links pagelet on the Collaborative Workspace Welcome page. If you do not enter a value, the link will appear upon saving this page.

Valid To

Enter a date on which the link will cease being valid. This is the date on which the link will no longer appear on the Links pagelet on the Collaborative Workspace Welcome page. If you do not enter a value, the link will display indefinitely upon saving this page.

Mapping Keys

Access the Map Keys page.

Select the keys that you want to rename when passed to the link and enter the new key name.

Click to jump to top of pageClick to jump to parent topicAdding a Folder

Access the Folder Properties page.

Label

Enter the text you want to appear as the folder name link used to access folder content.

Long Description

Enter a long description of the folder content, which will appear in the Description column on the Links page and as rollover text for the folder as it appears on the Links pagelet.

Go to the Portal Registry Entry for this folder

Click to access the Folder Administration page for the folder.

See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Administering Portals,” Administering Folders

Location

Placement

Select a value in the drop-down list box to change the placement of the folder within the parent folder. Available placement values reflect saved folder sequencing. Placement options are not available for the Related Links folder.

Publishing Dates

Valid From

Enter the date on which you want the folder to be valid. This is the date on which the folder will appear on the Links pagelet on the Collaborative Workspace Welcome page. If you do not enter a value, the folder will appear upon saving this page.

Valid To

Enter the date on which you want the folder to cease being valid. This is the date on which the folder will no longer appear on the Links pagelet on the Collaborative Workspace Welcome page. If you do not enter a value, the folder will display indefinitely upon saving this page.

Click to jump to top of pageClick to jump to parent topicAccessing Folder Contents

Access the Links page (EPPCW_LKCONTENT).

The elements on this page are the same as the elements on the Links page (EPPCW_LKBROWSE), with the exception that this page only allows the addition of and access to links in folders in the Links module.

The Links module allows the addition of one level of folders and does not allow the nesting of folders within folders. Use the Links page (EPPCW_LKBROWSE) to add a first-level folder.

See Maintaining Links and Folders.

Click to jump to parent topicUsing the Members Module

This section provides an overview of the Members module and discuss how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding the Members Module

The Members module enables Collaborative Workspace members to learn more about who the other members participating in the Collaborative Workspace are. Much of this information about members is shared by way of members profiles, which should be made available for all members in a Collaborative Workspace.

There are two types of member profiles that can be displayed for a Collaborative Workspace member. If the PeopleSoft Enterprise Portal Resource Finder feature has not been fully implemented or if it has been fully implemented but does not contain information for a member, the member profile will display data from the member's PeopleTools user profile (primarily from the PSOPRDEFN table).

If Resource Finder has been fully implemented, the Use Resource Finder for Profile Pages option has been selected on the Portal Solutions Installation Options page, and there is Resource Finder data available for the member, then the member profile is displayed using the Resource Finder participant profile.

The Members module also serves as a central point from which members can communicate with one another, providing easy access to email and instant messaging functionality. Email and instant messaging functionality is accessible from the member profile.

See Also

Setting Up Instant Messaging in PeopleSoft Enterprise Portal

Click to jump to top of pageClick to jump to parent topicPages Used to Use the Members Module

Page Name

Object Name

Navigation

Usage

Members

EPPCW_MBDIRECTORY

Click the Members link in the Collaborative Workspace menu.

View members of the Collaborative Workspace. Access member profiles, which you can use to communicate with members by way of email and instant messaging.

Notify Members

EPPCW_MBNOTIFY

Click the Notify Members button on the Members page. This button is available if at least one member has email set up.

Send an email message to all members of the Collaborative Workspace.

Administration - Members

EPPCW_ADMIN_MBR

Click the Member Administration link on the Members page. This link displays for user who have been granted member administration privileges by way of the Owner or Administrator privilege set.

Manage the membership settings of a Collaborative Workspace.

Search

EPPCW_SEARCH

Click the Search button on the Members page.

Perform a search within the Members module.

Member Profile

EPPCW_MBRPROFILE

Click the Member Name link on the Members page.

View details about a member. Access email and instant messaging functionality that can be used to communicate with the member.

Click to jump to top of pageClick to jump to parent topicAccessing Members

Access the Members page.

Notify All Members

Click to access the Notify Members page, where you can send an email message to all members. This button is available if at least one member has email set up.

Member Administration

Click to access the Administration - Members page, where you can add and delete Collaborative Workspace members, as well as manage member privileges.

Search

Click to access the Search page, where you can perform a search within the Members module.

Instant Messaging Indicator

If applicable, an instant messaging indictor displays for a member. Click an indicator that indicates the member is online to send an instant message to the member.

Member Name

Click a member name to access the member's profile.

Role

Displays a member's role, if the member is included in a PeopleTools-based role that has been included as a member of the Collaborative Workspace.

Email Address

If applicable, the member's email address displays. Click the link to send an email to the member.

Privilege Set

Displays the privilege set the member has been assigned in the Collaborative Workspace.

See Understanding Collaborative Workspace Member Privilege Sets.

Click to jump to top of pageClick to jump to parent topicViewing Member Profiles

Access the Member Profile page

Click Edit My Profile link to display the General Profile Information page where you can update and edit your personal profile settings.

See Enterprise PeopleTools 8.48 PeopleBook: Using PeopleSoft Applications,“Setting User Preferences,” Setting Up Your System Profile

Click Edit My Instant Messaging Settings to display the My Instant Messaging Information page.

See Setting Up Instant Messaging in PeopleSoft Enterprise Portal.

Member profiles generated using Resource Finder as its source display like Resource Finder participant profiles.

See Using Participant Profiles and Organization Charts.

Click to jump to parent topicUsing the Related Data Module

In this section, we provide an overview of the Related Data module.

Click to jump to top of pageClick to jump to parent topicUnderstanding the Related Data Module

You access the Related Data module by clicking the Properties link on the Modules page of the Administration component.

The Related Data module displays pagelets that have been selected on the Administration - Related Pagelets page. This module can be used to display pagelets that are useful for the projects being worked on in the Collaborative Workspace.

See Also

Administering Collaborative Workspace Related Pagelets

Click to jump to parent topicSearching Within Collaborative Workspace Modules

This section discusses how to perform a search within the following Collaborative Workspace modules:

Click to jump to top of pageClick to jump to parent topicUnderstanding Searching Within Collaborative Workspace Modules

You build Collaborative Workspace search collections by running the Build Search Indexes Application Engine process (EO_PE_IBLDR) using the delivered PAPP_COLLABORATIVE_WORKSPACES run control ID.

See Also

Building Search Indexes

Click to jump to top of pageClick to jump to parent topicPage Used to Search Within Collaborative Workspace Modules

Page Name

Object Name

Navigation

Usage

Search

EPPCW_SEARCH

  • Click the Search link on the Discussion Forum page.

  • Click the Search link on the Documents page.

  • Click the Search link on the Links page.

  • Click the Search link on the Members page.

Perform a search within selected Collaborative Workspace modules.

Click to jump to top of pageClick to jump to parent topicSearching Within Selected Collaborative Workspace Modules

Access the Search page.

Search Text

Enter the text on which you want to search.

Search In:

Current Workspace. Select to search for the text in the Collaborative Workspace that you are currently in.

All Workspaces. Select to search for the text in all Collaborative Workspaces for which you are a member.

Include:

Select one or more modules in which you want to search for the text. Available modules include:

Discussions.

Links.

Documents.

Members.

 

Search

Click to perform your requested search.