PeopleSoft Enterprise Portal 9.1 PeopleBook: Collaborative Workspaces

Setting Up Collaborative Workspace Options and Templates

This chapter provides an overview of workspace setup and discusses how to:

Set up system options for workspaces.
Set up the workspace category hierarchy.
Set up workspace instant messaging.
Set up workspace templates.
Import and export template data.

Understanding Workspace Setup

To use collaborative workspaces in Oracle’s PeopleSoft Enterprise Portal, you must complete these setup steps:

Setup system options.
Create a workspace category hierarchy (optional).
Set up instant messaging for workspaces.
Create workspace templates.

Setting Up System Options for Workspaces

This section discusses how to set system options for workspaces.

Page Used to Set Up System Options for Workspaces

Page Name	Definition Name	Navigation	Usage
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 System Options

Access the Installation Options page (Portal Administration, System Data, Installation Options).

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

Other options on this page are covered in the PeopleSoft Enterprise Portal 9.1 PeopleBook: Portal and Site Administration.

See Defining 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 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.

Collaborative Workspaces

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 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 workspace menu to the left of a module name. If a module has its own image defined, this default image is overridden.
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 Workspace Members.

Setting Up the Workspace Category Hierarchy

This section provides an overview of the workspace category hierarchy and discusses how to:

Manage the workspace category hierarchy.
Add and edit workspace categories.
Move a category.

Understanding the Workspace 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.

Pages Used to Set Up Workspace Categories

Page Name	Definition Name	Navigation	Usage
Collaborative Workspace Category Hierarchy	EPPCW_MAINTCATG	Portal Administration, Workspaces, Manage Categories	Manage the hierarchy of categories used to organize workspace templates and workspaces.
Add Category	EPPCW_AE_CATEGORY	Click the Add Category button on the Collaborative Workspace Category Hierarchy page.	Add a category to the 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 workspace category hierarchy.
Select Category	EPPCW_PARCATG_SEL	Click the Move Category button on the Edit Category page	Use the Select Category page to move the current category in the 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 workspace category hierarchy.

Managing the Workspace Category Hierarchy

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

Top Category

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

Category Name	Enter the name you'd like 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	For internal reference, enter a description of the top category.
and	Indicate a category that contains other categories. Click to display or hide child categories.
	Indicates 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.

Adding and Editing Workspace Categories

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

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

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 an existing category.

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.

Moving a Category

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

To use the Select Category page to move a category:

Browse the category hierarchy to view the available categories:
- Click a + to expand a category folder and reveal its contents.
- Click a - to collapse a category folder and hide its contents.
Click a link for a category to select that category as the new parent category.

Setting Up Workspace Instant Messaging

Instant messaging functionality is available in workspaces by way of member profiles accessible from the Members module. To display instant messaging presence indicators in the Members module, select the Default Presence Indicators in Members Module option on the Installation Options page.

See Setting System Options.

Setting Up Workspace Templates

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

Manage workspace templates.
Create a workspace template.
Set workspace template properties.
Select template members.
Select template modules.
Define Documents module options for a template.
Select related pagelets for a template.
Define contextual data for a template.
Select transactions for a template.
Copying changes from a template.
Define template security.
Configure advanced options for a template.

Understanding Workspace Templates

When creating a workspace, you must select a workspace template on which to base the workspace. A workspace template is a model that provides common characteristics for the workspaces built from it. For example, a workspace template defines the default workspace modules, the default layout of the workspace homepage, default workspace members and privileges, and contextual relationships if applicable, among other characteristics of a workspace.

Three workspace templates are delivered with PeopleSoft Enterprise Portal:

Base Workspace Template.

The base template provides basic module configuration in a three-column homepage layout. The other delivered templates are based on this base template.
Base Workspace Template Wiki.

This template is a variation of the base template that includes the Wiki Content module instead of the Welcome module and a two-column homepage layout to accommodate wiki content.
Demo Workspace Template.

This template is a variation of the base template that demonstrates a contextual data relationship between a transaction page (Demo Department Definition page) and an associated workspace.

Note. This template exists in the Demo database only.

A workspace template is a portal registry derived from the delivered 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 workspace modules, and related pagelets.

You can create additional workspace templates to suit your organization's needs. You can create highly or minimally configured templates, depending on their usage. For example, you can create separate templates to meet the needs of project groups, departments, business units, or transaction-based collaboration.

Pages Used to Set Up Workspace Templates

Page Name	Definition 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 workspace template definition.
Template Created page	EPPCW_TMPL_COMPL	Click the Save button on the Create Workspace Template page.	Access the new template by clicking the template name link.
Administration - Properties	EPPCW_ADMIN_PROP	In a workspace template, click the Administration link. Click the template name link on the Template Created page. Click the Administration link in the workspace menu. Portal Administration, Workspaces, Manage Templates Click the template you want to administer. Click the Administration link in the workspace menu.	Set workspace template properties such as name, category, and branding theme.
Select Branding Theme and Overrides	EPPSM_THM_ASSIGN	Click the Select Overridable Elements link on the Administration - Properties page.	Determine which branding elements can be overridden by workspace administrators.
Administration - Members	EPPCW_ADMIN_MBR	In a workspace template, click the Administration link. Select the Members tab.	Manage the membership settings of a workspace template.
Administration - Modules	EPPCW_ADMIN_MOD	In a workspace template, click the Administration link. Select the Modules tab.	Select the modules and pagelets that you want to include in the workspace template.
Documents Module Properties	EPPCW_DC_CATGOPTS	In a workspace template, click the Administration link. Select the Modules tab. Click the Properties link for the Documents module on the Administration - Modules page.	Define options available in the Documents module of workspaces created using the template.
Add Pagelet	EPPPB_CP_ADD	Click the Add Related Pagelet button on the Administration - Modules page.	Select a pagelet definition from a source portal, and add it to the template.
Edit Pagelet	EPPPB_CP_EDIT	Click the Edit Pagelet button for a related pagelet on the Administration - Modules page.	Edit the definition for a related pagelet.
Key Name Mapping	EPPCW_ADMIN_KEYMAP	Click the Map link for a related pagelet on the Administration - Modules page.	Select and optionally rename the keys passed to the pagelet.
Administration - Contextual Data	EPPCW_ADMIN_KEYS	In a workspace template, click the Administration link. Select 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 - Copy Changes	EPPCW_ADMIN_COPY	In a workspace template, click the Administration link. Select the Copy Changes tab.	Copy selected items updated in this template to specified target workspaces, templates, or both.
Module Details Related Pagelets Link Details	EPPCW_ADM_COPY_DET	On the Administration - Copy Changes page, click a Details link.	Select which modules, pagelets, or links will be copied to the target workspaces.
Administration - Security	EPPCW_ADMIN_SEC	In a workspace template, click the Administration link. Select the Security tab.	Manage security options for the template.
Administration - Advanced	EPPCW_ADMIN_ADV	In a workspace template, click the Administration link. Select the Advanced tab.	Access tools and utilities that enable you to implement advanced configurations for the workspace template.

Managing Workspace Templates

Access the Manage Templates page (Portal Administration, Workspaces, Manage Templates).

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 workspace 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 workspace.
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 Workspace Template

Access the Create Workspace Template page (Portal Administration, Workspaces, Create Template).

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 Lists Module

For the Action Item Lists 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 Template Properties

Access the Administration - Properties page (in a workspace template, click the Administration link).

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

Allow Category Override

Select to be able to override the selected category on individual 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 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 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 (click the Select Overridable Elements link on the Administration - Properties page).

Determine which branding elements can be overridden by workspace administrators.

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 PeopleSoft 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.

Selecting Template Members

Access the Administration - Members page (in a workspace template, click the Administration link; select the Members tab).

See Configuring Advanced Options for a Template.

Members

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

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

See Step 5: Adding Workspace Members.

Type

Select the type of member you want to add to the 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 8.50 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 8.50 PeopleBook: Security Administration, “Administering User Profiles”

Privilege Set

Select the privilege set you want to assign by default to the member in 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 Workspace Privilege Sets.

Click to view information about the privilege set.

Selecting Template Modules

Access the Administration - Modules page (in a workspace template, click the Administration link; select the Modules tab).

Select the modules that you want to include in the workspace template.

These settings will be defaulted to the 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 workspace.

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

Defining Documents Module Options for a Template

Access the Documents Module Properties page (click the Properties link for the Documents module on the Administration - Modules 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 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 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.

Enable Text/HTML

Select to enable the posting of text and HTML documents to the Documents module in 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 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 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.

Adding or Editing a Related Pagelet in a Template

Access the Add Pagelet page (click the Add Related Pagelet button on the Administration - Modules page).

Access the Edit Pagelet page (click the Edit Pagelet button for an existing pagelet on the Administration - Modules page).

Use the Add Pagelet page to add an already defined pagelet to be available on the workspace homepage (Welcome tab) or the workspace Related Data tab.

Source Application	Select the portal registry that is the source of the pagelet definition.
Pagelet Folder	Select the portal folder that is the source of the pagelet definition.
Pagelet Name	Select the pagelet definition.
Pagelet Name	Displays the pagelet's ID.
Pagelet Title	Displays the pagelet's title, which can be modified.
Description	Enter an optional description for the pagelet.
Pagelet Folder	Select the folder in which the pagelet definition is to be stored. PeopleSoft Applications is the default folder for workspace pagelets.
Pagelet Security	Select a pagelet security option: Publish as Public — Select to designate that all users can access the pagelet. Publish with Security Roles — Select to use the already assigned role- or permission list-based security for the pagelet.
Author Access	Select to provide the pagelet author with access to the pagelet regardless of any security restrictions assigned to the pagelet. This access is granted based on the author’s user ID.
Select	Select one or more workspace tabs for this pagelet: Related Data — The Related Data module. Welcome — The workspace homepage tab.
Pagelet Behavior	Select the default behavior for the pagelet: Optional — The pagelet will not appear on the workspace tab. Do not select this option. Optional-Default — The pagelet will appear on the workspace tab for all members. The pagelet position can be modified by the administrator only; the pagelet can also be removed by a member from his or her workspace homepage. Required — The pagelet will appear on the workspace tab for all members. The pagelet position can be modified by the administrator only. Required-Fixed — The pagelet will appear on the workspace tab for all members. The pagelet column can be modified by the administrator only; however, the pagelet will always appear at the top of the column.

Mapping Keys for Context-Sensitive Pagelets

Access the Key Name Mapping page (click the Map link for a context-sensitive pagelet on the Administration - Modules page).

When a related pagelet is added to a workspace and is designated as being context-sensitive, the pagelet is passed the same key names and values that are associated with the 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

Defining Contextual Data for a Template

Access the Administration - Contextual Data page (in a workspace template, click the Administration link; select the Contextual Data tab).

Use the Related Transactions group box to associate 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 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 workspaces from the related transactions you define on this page. When a user creates a workspace based on any other transaction, this template will not be available for selection.

Use the Related Keys group box to specify key fields that you want associate with this template. When you build a workspace using this template and associate it with a transaction that contains these key fields, the 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 workspace pagelet content reference URLs that contain an attribute of EPPCW_PAGELET with a value of KEYS. This change impacts all workspace pagelets, as well as any related pagelets associated with the workspace in which the key was modified.

Display	Select if you want the key field and its transactional value to display in a workspace created from this template using a transaction that contains the key field. Clear this option to hide certain keys and their values from workspace users.
Key	Enter the key field name that you want to associate with the workspace template. These keys and their values can be used to generate context-sensitive Related Pagelets and links that are specific to the workspace 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 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 workspace created using this template.

Selecting Transactions for a Template

Access the Select Transaction page (add a registered transaction and click the Select Transaction button on the Administration - Contextual Data 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 to 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.

Copying Changes from a Template

Access the Administration - Copy Changes page (in a workspace template, click the Administration link; select the Copy Changes tab).

Use this page to make changes to all workspaces created from this template.

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.

Determining Which Items to Copy

Access the Module Details page (click the Details link for modules on the Administration - Copy Changes page).

Access the Related Pagelets page (click the Details link for related pagelets on the Administration - Copy Changes page).

Use the Module Details page to select which modules to copy to the selected workspaces.

Use the Related Pagelets page to select which modules to copy to the selected workspaces.

Defining Template Security

Access the Administration - Security page (in a workspace template, click the Administration link; select the Security tab).

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 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 8.50 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 8.50 PeopleBook: Security Administration, “Administering User Profiles”

Configuring Advanced Options for a Template

Access the Administration - Advanced page (in a workspace template, click the Administration link; select the Advanced tab).

Navigation

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

See Using Manage Navigation.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Administering Portals”

Pagelets

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

See Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Using Pagelet Wizard”

Branding

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

See Setting Up PeopleSoft Enterprise Portal Branding.

Importing and Exporting Template Data

See the release notes on My Oracle Support for information about importing and exporting workspace data.

See My Oracle Support, Knowledge, Portal Solutions, Enterprise Portal.

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 workspace template. This category appears by default on the Name and Describe Workspace page for a workspace created using this template.
Allow Category Override	Select to be able to override the selected category on individual 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 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 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.

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 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 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.
Enable Text/HTML	Select to enable the posting of text and HTML documents to the Documents module in 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 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 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.