eRoom provides shared, secure workplaces on the Web for distributed project teams to do their work. eRoom enables your team to discuss ideas, share information, and make decisions, all within a central location. eRoom also offers built-in enterprise content management, thus enabling the integration of content and collaboration in your work process.
eRoom 7 offers two installation options -- Standard installation and Advanced installation. The main difference between them is the number of servers the eRoom application uses.
Standard installation, like eRoom 6, is limited to one eRoom server, which also handles indexing. It can optionally handle files, and the database. A SQL Anywhere database must be on the same machine as the eRoom server, but if Microsoft SQL Server is used, the database server can optionally be on a separate machine. A separate server is required for Real Time Services.
Advanced installation supports multiple eRoom, file, database, indexing, and real-time servers.
Note: eRoom
Enterprise is a separately licensed extension of the eRoom interface
that adds content management using the Documentum Content Server.
Anyone who uses eRoom is an eRoom member. You might belong to several eRooms, and in each eRoom, you have a set of rights according to your member role in that particular eRoom. Your eRoom role determines your level of participation, or rights, in your eRoom. The three standard, built-in eRoom roles are as follows:
Coordinator -- Has full access to all content in the eRoom and keeps it running smoothly by managing its settings and membership, and controlling access to the items it contains. Usually the person who creates an eRoom is its coordinator, but eRooms can have multiple coordinators.
Participant -- Can create new items, and read and edit other members' items as allowed by the access control settings for any particular item. Most eRoom members are participants, with no administrative duties, and are responsible only for their own member information and the items they create.
Observer -- Can monitor activity in the eRoom, but cannot participate.
If you have the "can create eRooms" permission, you can create eRooms for your projects. When you create an eRoom, you become its coordinator. As coordinator, you assign roles when you choose members or add members to your eRoom. You can also change member roles later.
See also: Custom
roles
eRoom groups provide a way to organize sets of eRoom members. For example, you might belong to the "Sales" group. As a member of that group, you are automatically a member of any eRoom to which the Sales group belongs.
Each eRoom site is divided into communities of eRooms and/or members. Your site might have many communities, and you can belong to several. One of them is your home community, which means you are a native member of that community. Outside of your home community, you are a guest member of any other communities you belong to.
See also: Diagram of eRoom membership
(opens in a pop-up window)
Your site might organize communities according to project, for example, and only the people working on the same project are in the same community. Or, they might be organized by department, or geographic location, among other categories. If you contribute to multiple projects, work with other departments, or collaborate with people on different continents, for example, guest membership enables you to participate in multiple communities.
A site and its communities is managed by the site administrator, who can also delegate a set of community administration permissions to other members.
When you log in to a site, your My eRooms page provides access to all the eRooms at your site you are a member of, in all communities you belong to.
To open your My eRooms page, do one of the following:
Click "My eRooms" in the control bar of an eRoom.
(plug-in only)
Click the eRoom Monitor icon () and pick "My eRooms
(site name)" from the pop-up
menu.
Go to the site's base URL (servername/eRoom) through a link or bookmark.
My eRooms is divided into sections.
Active eRooms
section -- Provides links to any eRoom you have visited, or that you've
added to this section manually. An unread mark () appears
next to any eRoom with new information. Status information also appears,
if provided: traffic light
status, basic status,
full status (click
to expand,
to collapse full status information).
Administration section -- Provides links to any Settings or community member lists you have access to (site and community administrators, Group Creators, Community Member List Modifiers, Password Modifiers, and Community Member List Viewers).
All My eRooms section -- Shows each eRoom you belong to and which community it's in. The eRoom names are links to the eRooms. eRoom descriptions also appear, if provided. Check boxes for your active eRooms are selected. You can select or clear these check boxes to add eRooms to or remove eRooms from the "Active eRooms" section of My eRooms.
From your My eRooms page, you can
Search the site for eRooms
or items (click ).
Create eRooms,
if you have permission to do so (click ).
Access your Member
Information page (click ).
Organize your eRooms (described in the following procedure).
From My eRooms, click to open the
"Organize My eRooms" page.
Create groupings of active eRooms with subheadings by clicking "Add Subheading". On the Add Subheading page, specify the Title and Style for your new subheading, and then click "OK". On the Organize My eRooms page, the title of the subheading appears in the list.
Remove any eRooms you don't want listed as active eRooms, or any subheadings you want to delete. Select an eRoom or subheading and click "Remove".
Note:
You can also remove an eRoom from the "Active eRooms" section
by clearing its check box in the "All My eRooms" section.
Put your active eRooms and subheadings in the order you want them listed in the "Active eRooms" section. Select an eRoom or subheading and click "Move Up" or "Move Down" to change its position in the list.
When you finish arranging your list of active eRooms, click "OK".
See these topics for more basic information about eRoom: