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 Creating TemplatesLocate this document in the navigation structure

Use

To change the pool of templates for rooms and room parts to suit your company-specific requirements, you can create new templates alongside the SAP standard template. You can create a template in the following ways:

Creation Option Description

Copy and edit an existing template

If an SAP standard template approximately matches your company-specific requirements, but requires minor changes, you can copy the standard template and change the copy.

When saving the copy of a template, the system also creates a copy of the workset assigned with the name of the new template. To modify the structure of the rooms for the new template, you change the workset accordingly.

Create a new template

If the room structure or room part structure and the template definition have to comply with special company-specific requirements, you can create a completely new template with a workset specifically structured for it.
Prerequisites
  • ●      The settings for rooms have been changed to suit your company-specific requirements.

    See: Preparing Rooms for Use

  • ●      You have planned modifications to an existing template or creation of a new template in accordance with the concept for room templates.

    See: Planning Room Templates

  • ●      If you want to create a new template, you have planned the structure of the rooms and made available a corresponding workset.
    Note

    If you are modifying a copy of a template to suit your company's requirements, you can change the associated workset after saving the new template.

    See: Defining the Structure of Rooms

  • ●      Your portal role (Content Administration) has write permission for the com.sap.ip.collaboration PCD folder.
CreateTemplates
  1. In the portal, choose Start of the navigation path Content Administration Next navigation step Collaboration Content Next navigation step Room Template Administration or Room Part Template Administration End of the navigation path.
  2. Select one of the following options:
    Aim Procedure

    Copy and change an existing template

    In the context menu of the source template, choose Duplicate .

    Create a new template

    In the list of templates, choose New Template .
  3. Define the template properties.
    1. Edit the general properties of the template.

      See: Defining General Properties for Templates

    2. Define the room roles and the access permissions for the pages in the room for each room role.

      See: Defining Room Roles and Page Permissions in Templates

    3. Specify the folders that rooms or room parts are to use.

      See: Defining Room and Room Part Folders in the CM Room Extension and Providing Target Folders for Room Documents

    4. Specify which room parts you want the system to add to the room automatically during the creation process.

      See: Embedding Room Parts in Room Templates

    5. If necessary, create custom room properties (also: room parameters) and define which property values the system is to display or use as information in rooms.

      See: Creating Room Properties in Templates and Configuring the Use of Information in Rooms .

    6. Define the permissions for using the template.

      See: Assigning Permissions for Using Templates

  4. Save the template.