Creating, Modifying and Copying Worksets 

Creating a New Workset

Worksets are created analogously to roles. Like roles, they consist of folder hierarchies. You can also define entry points for top-level navigation for worksets.

To create a new workset proceed as follows:

  1. In the edit area, select the object you want to create (in this case Workset) and choose Create.
  2. Give the object a title and a technical name. You can also enter a description if you like. The technical name should be given the same prefix as you gave to your own objects. You define the prefix when you configure the PCD. Read also Maintaining Parameters for the PCD.
  3. Choose next.
  4. Enter the original language for the workset. Read also Translation of Roles, Worksets and External Services.
  5. Check your entries and choose finish.

    6. Your workset is created and is displayed in the edit area. At the right you see the properties of the workset (such as the title and maintenance language).

  6. Create your workset by:

    7. Creating new folders in the workset (using New Folder) and defining a title under Properties.

    Define the entry points for top-level navigation. The entry points are defined for directories on the first level. Read the detailed information under Defining Top-Level Navigation and Entry Points.

    Define the priority for the entry points. Read also Checking the Order of the Entry Points.

    Adding pages

    Adding master iViews

    Adding external services

  7. See What should you look out for during role maintenance? and Adding Content Objects to Roles. Save your workset.

If you created a workset and do not want it to be used or changed by anyone else, you can attach a warning. In this case select Workset is generated in the workset properties. If you set this flag and another Role Editor user tries to change your workset, a warning is displayed when the workset is loaded into the edit area. The roles and worksets delivered by SAP Portals also contain this warning to prevent them from being overwritten.

Modifying a Workset Centrally (not possible for worksets delivered by SAP Portals that are contained in Business Packages)

You can also place an existing workset in the edit area for central modification. Central means that the modification also takes effect in all the roles to which this workset has been added.

Only carry out this procedure for objects that are in your namespace. Never carry out this procedure for objects that are not in your own namespace (for example, for worksets delivered by SAP).

To change a workset centrally:

  1. Select a workset in the workset catalog in the view area and click on the object.
  2. Choose Edit.

    3. The object to be edited is moved from the view area to the edit area of the Role Editor.

  3. You can edit the object by adding new entries or removing existing ones.

    4. Note that you only see the changes to the edited object in the view area when the workset has been saved.

  4. Save your workset.

You have now changed the workset centrally. This means that this change can be seen in all the roles to which this workset has been added.

You can never centrally change worksets delivered by SAP Portals that you import to the Enterprise Portal. If you do this, changes made to the worksets are lost when the workset is imported again during an update.

Instead, proceed as follows:

If a warning is displayed when a workset is moved to the edit area for modification, the person who created this workset has protected the workset against modification. In this case you should not edit the workset.

Changing a Workset in a Role

You can also change worksets within a role, that is, you can add a workset to a role and then you can add and delete elements. You should always use this method for worksets delivered by SAP Portals if you want to avoid the loss of your changes as soon as you import the workset again for an update.

See also Changing Worksets in the Role. Modifications of this type, however, do not take effect centrally. This means that the modification to the workset only affects this role.

Copying a Workset

You can copy an existing workset and then edit the copied version. Proceed as follows:

  1. Select a workset in the workset catalog in the view area and click on the object.
  2. Choose Create Copy (this creates a copy of the original).
  3. You now see the copied workset with the suffix "CP" after the name in the workset catalog below the original.
  4. Move the copied object to the edit area with Edit.
  5. Edit the copied workset by:
  1. Save your workset. The workset appears in the view area under its new name in the workset catalog.