Create test workspaces based on sample workspace configurations

Before involving your colleagues, in workshop sessions, to set requirements for your future document structures, our recommendation is to first create some test workspaces based on sample workspace configurations.

Follow these steps to create these sample information models:

  1. Download the sample information models.
  2. Extract the documents from the zipped file and store them somewhere on your PC.
  3. On the extracted folder structure, the folders on the first level shows the available workspace configurations (that are described on this page):
    Sample workspace configuration
    For each of the configurations that you want to create, do the following:
    1. Open the term set folder (under each of these configuration folders you have subfolders for the language that you want to use for your taxonomy/term sets):
      A term set folder
    2. Import the term sets (the csv-files located under a term set folder).
      • “Year” and “Period” are term sets that are used in multiple workspace configurations, so if they already have been imported for another configuration, do not import them again.
    3. If the term set folder has a file called “Manual term sets to create.txt”, create the term set(s), according to the instructions in the text-file.
    4. Create the workspace configuration, according to the configuration settings file (available in different languages):
      The configuration settings file
      1. In the first sheet (Configuration’s settings) you have the following information:
        • the name of the configuration to create
        • the term set that defines suggested templates
        • the name of the document content type to create
        • the name of the workspace to create
        • a description of the workspace, that could be added as workspace metadata
      2. In the second sheet (Columns in content type) you have information about the columns to create or the columns to add to the content type that you just created as well as a suggested order to show as columns in the view and as document filters.
      3. Once you have created and configured the document content type, publish it and add it as selected for the workspace configuration.
      4. Select which columns to show in the view and as document filters.
      5. Now create a workspace based on the newly created workspace configuration.