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Steps for Providing
Access to Engagement
Assets that cannot be
stored directly in iRAM
PLEASE NOTE: The use of Connections File App described here is part of Rational Lab
Services (ISSR) official engagement asset reuse program. This is intended to be a
recommended option for providing access to Engagement Assets that are not
appropriate 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, you
must create an asset in iRAM. The asset in this case is NOT the actual file, but is a
link to the File and any needed guidance on how to access .

These steps assume that you are using an Engagement Activity that has been created
from 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 or
remove 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 from
your 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 Folder




Select the appropriate source of
Folders to look at and select the
Engagement Asset folder that is
associated with your engagement.
Step 3 - Option 2: Add Files to Your Engagement Asset Folder – Starting from
your Engagement Activity Asset Folder
Go to your Engagement Activity
Expand the Engagement Deliverables/Assets Intellectual Capital section
Expand 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 your
Engagement Leader.
STEP 3a – Option 2: Click on Add Files
If the file is already uploaded to the Files App (ref Step 1) , select the File from the appropriate list. You
can 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.

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Steps for providing access to engagement assets that cannot be stored directly in iRAM

  • 1. Steps for Providing Access to Engagement Assets that cannot be stored directly in iRAM
  • 2. PLEASE NOTE: The use of Connections File App described here is part of Rational Lab Services (ISSR) official engagement asset reuse program. This is intended to be a recommended option for providing access to Engagement Assets that are not appropriate 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, you must create an asset in iRAM. The asset in this case is NOT the actual file, but is a link to the File and any needed guidance on how to access . These steps assume that you are using an Engagement Activity that has been created from the ISSR Engagement Activity Template after Dec 10, 2012
  • 3. STEP 1: From ANY page in W3 Connections, click on Apps and select Files. PLEASE NOTE: You must be logged into Connections.
  • 4. 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 or remove 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 from your Windows Explorer.
  • 5. 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
  • 6. 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 Folder Select the appropriate source of Folders to look at and select the Engagement Asset folder that is associated with your engagement.
  • 7. Step 3 - Option 2: Add Files to Your Engagement Asset Folder – Starting from your Engagement Activity Asset Folder Go to your Engagement Activity Expand the Engagement Deliverables/Assets Intellectual Capital section Expand 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 your Engagement Leader.
  • 8. STEP 3a – Option 2: Click on Add Files If the file is already uploaded to the Files App (ref Step 1) , select the File from the appropriate list. You can 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.