Steps for providing access to engagement assets that cannot be stored directly in iRAM
Steps for ProvidingAccess to EngagementAssets that cannot bestored directly in iRAM
PLEASE NOTE: The use of Connections File App described here is part of Rational LabServices (ISSR) official engagement asset reuse program. This is intended to be arecommended option for providing access to Engagement Assets that are notappropriate for storing in iRAM such as content that has customer information.In order to be considered as part of the ISSR Engagement Asset Reuse Program, youmust create an asset in iRAM. The asset in this case is NOT the actual file, but is alink to the File and any needed guidance on how to access .These steps assume that you are using an Engagement Activity that has been createdfrom the ISSR Engagement Activity Template after Dec 10, 2012
STEP 1: From ANY page in W3 Connections, click on Apps and select Files.PLEASE NOTE: You must be logged into Connections.
STEP 2: From your personal Connections Files App page, Click on Upload Files.Please pay special attention to provide access to the appropriate people. If you need to add orremove access, you can do so by editing the properties of the folder. IMPORTANT: Specify who you’d like to provide visibility to these files. You can specify entire communities groups or individuals by name. Please use the appropriate access controls with any client confidential information.For those that have installed the Windows Explorer to Connections Plug-In , you can perform this action fromyour Windows Explorer.
STEP 3: Add the File to the Engagement Asset Folder. There are 2 Options Details for each alternative are shown on the next slides.2 Options for Adding the File to the Engagement Asset Folder 1. Starting from your Files 2. Starting from your Engagement Activity Asset Folder
STEP 3 - Option 1: Add Files to Your Engagement Asset Folder – Starting from your Files If you don’t see an Asset Folder associated with your Engagement, go to your Engagement Activity and check to see that one has been created and that you have proper access. Look for the name of your Engagement FolderSelect the appropriate source ofFolders to look at and select theEngagement Asset folder that isassociated with your engagement.
Step 3 - Option 2: Add Files to Your Engagement Asset Folder – Starting fromyour Engagement Activity Asset FolderGo to your Engagement ActivityExpand the Engagement Deliverables/Assets Intellectual Capital sectionExpand the Asset Folder entry and click on the Link.If you don’t see this or you don’t have the ability to access this folder, please contact yourEngagement Leader.
STEP 3a – Option 2: Click on Add FilesIf the file is already uploaded to the Files App (ref Step 1) , select the File from the appropriate list. Youcan even add connections files from other sources.If you are uploading from your hard drive for the first time, select Browse Files on My Computer.