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Creating Freestyle Roles and WorksetsLocate this document in the navigation structure

Use

You can create freestyle roles and worksets by copying existing roles and changing their content, or by creating the objects from scratch, within the Portal Catalog. You can also upload roles from back-end systems and from downloaded SAP business packages.

This section describes how to create new roles and worksets from scratch and how to copy existing objects in the Portal Catalog. For more information about uploading roles, see Uploading Roles from Packages and Uploading Roles from Back-End Systems .

Prerequisites

  • You have created the folders that will contain the new roles and worksets.

  • You have assigned administration permissions for the new folders.

Procedure

To create a new role or workset by copying an existing object:

  1. In the Portal Catalog, use the Copy function (in the context menu of the object) to copy the existing role or workset whose content you want to reuse.

  2. Use the Paste function to insert the copied role or workset as a copy or delta link in the target folder. The Paste wizard opens. Indicate if the object should be copied as a sibling object ( Create a copy ) or as a delta link and complete the wizard. For more information, see Copying an Object or Folder (Copy / Paste) .

  3. Modify the existing content of the new object by choosing Start of the navigation path Open Next navigation step Role End of the navigation path. For more information, see Adding and Editing Content in Freestyle Roles and Worksets .

To create a new role or workset from scratch:

  1. From the target folder of the new role or workset, choose Start of the navigation path New Next navigation step Role Next navigation step Freestyle Role End of the navigation path or Start of the navigation path New Next navigation step Workset End of the navigation path, as appropriate. The New Role or New Workset wizard opens, accordingly.

  2. Enter the parameters requested when creating a new role or workset, which include:

    • Role/Workset Name : may contain up to 250 characters, including blanks

    • Role/Workset ID : a unique identifier for the new object

    • Role/Workset ID Prefix : an optional namespace for portal objects

    For more information, see How Are Portal Objects Named and Identified?

  3. Complete the wizard. In the What's Next screen, choose the Content and Structure link in the Edit list. This opens the Role or Workset editor, so that you can define and edit the content of the object.

    For more information, see Adding and Editing Content in Freestyle Roles and Worksets .

  4. You can create the object hierarchy as follows: