Setting Up the Workspace Category Hierarchy

This section discusses ways to edit workspace categories and move categories to manage the workspace category hierarchy.

Page Name

Definition Name

Usage

Collaborative Workspace Category Hierarchy Page

EPPCW_MAINTCATG

Manage the hierarchy of categories used to organize workspace templates and workspaces.

Also Delete Category link confirms or cancels the deletion of a category in the workspace category hierarchy.

Add Category Page

EPPCW_AE_CATEGORY

Add a category to the workspace category hierarchy.

Edit Category Page

EPPCW_AE_CATEGORY

Edit a category in the workspace category hierarchy.

Select Category Page

EPPCW_PARCATG_SEL

Use the Select Category page to move the current category in the category hierarchy.

Use the workspace category hierarchy to organize workspaces. When you create workspace templates and workspaces, 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 workspace templates and workspaces by category.

Access the Collaborative Workspace Category Hierarchy page (Portal Administration, Workspaces, Manage Categories).

This example illustrates the fields and controls on the Collaborative Workspace Category Hierarchy page. You can find definitions for the fields and controls later on this page.

Collaborative Workspace Category Hierarchy page

Top Category

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

Field or Control

Description

Category Name

Enter the name you want to use to identify the top category of your 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

Enter a description of the top category. This field is for internal reference.

display category button and collapse button

Indicates a category that contains other categories. Click to display or hide child categories.

category button

Indicates a category that does not contain any other categories.

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

Field or Control

Description

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 a selected category.

Note: You cannot delete the top category, but you can rename it.

Access the Add Category page (select a category and click the Add Category link on the Collaborative Workspace Category Hierarchy page).

Access the Edit Category page (select a category and click the Edit Category link on the Collaborative Workspace Category Hierarchy page).

This example illustrates the fields and controls on the Edit Category page. You can find definitions for the fields and controls later on this page.

Edit Category page

Use the Add Category page to add a new category to the workspace category hierarchy.

Use the Edit Category page (shown) to edit or move a category.

Field or Control

Description

Category

Enter the name of the category.

Description

Enter a description for the category.

OK

Click to save your changes.

Cancel

Click to cancel any changes.

Move Category

Click to access the Select Category page to move this category to a new location in the hierarchy.

Access the Select Category page (click the Move Category button on the Edit Category page).

This example illustrates the fields and controls on the Select Category page.

Select Category page

To use the Select Category page to move a category:

  1. Browse the category hierarchy to view the available categories:

    • Click + to expand a category folder and reveal its contents.

    • Click − to collapse a category folder and hide its contents.

  2. Click a link for a category to select that category as the new parent category.