Defining Installation Options

Enable Resource Finder

Select to use the Resource Finder feature. It is not selected by default.

Use Resource Finder for Profile Pages

Select to use Resource Finder participant profiles as the source for participant information for Collaborative Workspaces and Content Management.

In Collaborative Workspaces, these Resource Finder participant profiles will be used as the source for member profiles accessible from the Members module. When a user clicks a member name link in the Members module, the member profile that appears will be based on the member's Resource Finder participant profile.

In Content Management, these Resource Finder participant profiles will be used as the source for user profiles accessible by clicking user name links in the components. For example, fields such as Created By, Checked Out By, and so forth will contain user name links.

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

• Resource Finder is set up and loaded with data.

  This setup includes the generation of associated Resource Finder search collections.

• Resource Finder participants are loaded with their associated user IDs, where applicable, using the Load Participant User IDs Application Engine process (EPX_LOAD_OPR ).

If you leave this option blank, when a user clicks a member name link in the Members module, the member profile that appears will be based on information from these tables: PSOPRDEFN, PSUSEREMAIL, EPPCW_MEMBERS, and PS_EPPRC_IM_USERVW.

See Member Profile Page.

Image Attachment URL Path

Enter the web server’s relative or absolute URL of the extended path that will contain the image files from the FTP server. The choice of URLs is based on the information from the URL Maintenance page that is found in the PeopleTools > Utilities > Administration > URLs menu path, for the URL ID EPPCM_IMAGE.

See Setting Up an FTP Service for Image Attachments.

Default Poll

Select ID for the default ratings poll. This poll is used to rate pieces of content and is made available in the Related Content frame of the WorkCenter template.

See Configuring Content Display in a WorkCenter.

Enable Content in WorkCenter

Select this option to enable viewing of content in the WorkCenter template.

See Configuring Content Display in a WorkCenter.

Discussions Viewing Default

Select Flat View to display all discussion postings in chronological order with details.

Select Threaded View to display the hierarchy of the discussion without the details.

Site Specific

Select to make a discussion forum viewable only within the site in which it was created. For example, if Site Specific is selected and a user is in the Customer portal, then in the Discussions pagelet, that user will see discussion forums that were created in the Customer portal only.

Deselect this option to make all discussion forums appear regardless of the portal in which it was created. For example, if the user is in the Customer portal, then in the Discussions pagelet the user will see discussion forums created in the Customer portal, Employee portal, Supplier portal, and so on.

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 appears and the system sends no email.

Default Module Image

Enter the name of the image that you want to display by default in the Collaborative Workspace menu to the left of module names.

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 Understanding Instant Messaging in PeopleSoft Interaction Hub.

Enable External Users

Select this option to enable workspace owners to invite external users to participate in the workspace.

Export Option

Select the option for the Export link on the Event View page and the Add to Personal Calendar link on the Action Item Details page. Valid options are

• Not Used, which will hide the link on the page.

• Open Calendar Program, which will open the file with the default local calendar application that is associated with the *.ics extension.

• Send as Email Attachment, which sends an email with the iCal attachment.

• User Prompt, which enables the user to either open the file or send an email.

See Event View Page, Personal Calendar link Page.

Alerts iCal Attachment

Select settings for iCal attachments and for event alert notification email messages. Valid options are:

• No attachment with Alerts

• Attach iCal file with Alerts

Work Week

Select days to define the default work week for all calendars in the system. These defaults can be overridden by the properties of each calendar.

See Calendar Properties Page.

Enable Content Tracking

Select this option to enable automatic invisible usage tracking (iTracker) for content management system content, discussion forum posts, and blog posts.

See Understanding Usage Tracking (iTracker).

Registry Object Prefix

Enter a value to use as a prefix for all automatically created portal registry structures.

Menu Template Pagelet

Enter the menu template pagelet value that is to be used when rendering target pages by using Context Manager.

Base Workspace Template Name

Select the portal registry template on which all Collaborative Workspace templates and their portal registries are based.

Base Wiki Space Template Name

Select the portal registry template on which all Wiki Space templates and their portal registries are based.

Administrator Perm List Template (Administrator Permission List Template)

Enter the administrator template permission lists that are cloned during the creation of a new site.

Publisher Permission Template

Enter the publisher template permission lists that are cloned during the creation of a new site.

Viewer Permission Template

Enter the viewer template permission lists that are cloned during the creation of a new site.

Administrator Permission List

Select the permission list for administrators of the workspace. The delivered permission list is PAPP5350.

Manager Permission List

Select the permission list for managers of the workspace. The delivered permission list is PAPP5360.

User Permission List

Select the permission list for users of the workspace. The delivered permission list is PAPP5300.

Administrator Role

Enables you to select a different role name that is automatically used as the workspace instance portal administrator. This role is granted to users who are listed as workspace managers.

Logged-In User Base Role

Select the role that enables access to the base objects in the PeopleSoft Interaction Hub features that use privilege sets. The delivered role is PAPP_USER. Every user in the system, other than Guest, must be assigned this role along with the PeopleSoft User role.

Update Privilege Sets on Save

Select this checkbox to update all privilege set assignments to the base user role when you select Save. This option enables you to change the role name in the privilege set assignment for all the features that have the concept of privilege sets.

This enables you to use your own 'base' role instead of the delivered role. So, if you change your base role, it's not a customization. This setting lets you update all the privilege set assignments to your role. We deliver some system data using this role, but some of these privilege set assignments (like for discussions) are not accessible online.

Moderator Role

Select a role for the moderator.

Contributor Role

Select a role for contributors.

Approver Role

Select a role for approvers.