Managing the Collaborative Workspace Category Hierarchy

Steps:

1. Begin by navigating to the Collaborative Workspace Category Hierarchy page.

    

   Click the Portal Administration link.

   Step 1

2. Click the Workspaces link.

   Step 2

3. Click the Manage Categories link.

   Step 3

4. Use the Collaborative Workspace Category Hierarchy page to manage the hierarchy of categories for organizing collaborative workspace templates and instances. When you create collaborative workspace templates and instances, you can optionally assign them a category that you have defined.

    

   In this example, as the portal administrator, you will add a new category. Then, you will edit an existing category by moving it to a new folder.

   Step 4

5. Click the Expand button.

   Step 5

6. Click the Departments link.

   Step 6

7. Click the [Add Category] link.

   Step 7

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

   Step 8

9. The Category field is required.

    

   Enter the desired information into the Category field. Enter

    a valid value
    e.g.
    "Training"
   .
   Step 9

10. Click in the Description field.

    Step 10

11. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "General training category"
    .
    Step 11

12. Click the OK button.

    Step 12

13. Click the [Development] link.

    Step 13

14. Click the [Edit Category] link.

    Step 14

15. Use the Edit Category page to edit or move a category in the collaborative workspace category hierarchy.

     

    In this example, you will move a category to a different folder.

    Step 15

16. Click the Move Category button.

    Step 16

17. Click the Departments link.

    Step 17

18. Click the OK button.

    Step 18

19. Click the OK button.

    Step 19

20. Click the Save button.

    Step 20

You have completed managing the collaborative workspace category hierarchy.

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