Creating Collaborations Rooms and Assigning Members in EP

Creating Collaborations Rooms and Assigning Members in EP 7.0

Create Collaboration Room

1. If you want to create Collaboration Rooms and assigning member's to the room created you should have a role assigned to you i.e. *eu_role.*
2. To assign those roles go to User Management and assign to your User or can ask the System Administrator to do it.
3. After assigning the role you will see New WorkSet assigned to you in the Portal i.e. Home.
4. In the top Navigational area go to Content Administration. Click it
5. Go to Collaboration Content. Click it.
6. On the left side Detailed Navigational area you will find Room Creation link. Click it.
7. That will open a New view on right side panel where you provide the details to create a Collaboration Room like
   • Name : Collaboration Room Name
   • Description : Give some description about the room you are creating
   • Owner: Generally as you are logged in, so the Owner will be you, but if you want to change the user you canalso do it.
   • Categories: Select any one of the categories.
   • Template: There are Meeting templates, Project Template and Team template, depending upon the requirement you select the required template.
     You can also create your own template

Create Room Template:

On left side navigational area you will find a link "Room Template Administration". Click it.

1. You will see a New Template tab, click it
2. A view is displayed where you need to give the details for the creation of Room template. In the Workset option box choose the option where you want to create the template. Click next.
3. Add the role and give the required page permissions. Click next.
4. Incase you want to extent the then you can also extent the template. Here you can select the user's who can use the template you have created.
   • Choose the Room Type, it can be a Public, Private and Restricted and also in the add the members.
   • When you click the Select button a new window is opened, just enter the user's name and add them to the room created. Click next.
5. A New Collaboration room is created and members are added to them.
6. Now if you want to send some messages or documents to the member's then go to the Top level Navigational and there you will find Home tab. Click it
7. Goto the Work in the navigation panel select the room you have created.
8. Choose the member from the memberlist , now depending upon the requirement send email or instant message to the user.

To Enable Collaboration link in Portal:
1) Go to Content Administration, click it.
2) Go to Portal Content
3) On the Right side panel go to Portal Content
4) Go to Portal Users, expand it.
5) Go to Standard Portal Users
6) Open Default Framework Page
7) In the properties Category, select show all.
8) Just enable "Collaboration"  link.

Or can be done in another way also

1) Go to Content Administration, click it.
2) Go to Portal Content
3) On the Right side panel go to Portal Content
4) Go to Content Provided by SAP
5) Go to Admin Interfaces
6) Go to Admin iView Templates
7) Open the Tool Area iView
8) Enable Collaboration Launch Pad as Yes


You can also Preview  the iview before logoff from the Portal


Note: Make sure you log off from the Portal and also delete the cookies and files from IE or whatever browser you are using.