Users Guide

Building and publishing template
Importing template
About roles
Manage templates
The Templates page displays the information about the templates in Graphical and Tabular format. To
switch between the Graphical and Tabular view, click the Graph icon
or Table icon next to View
As option on the top of the Templates page. To sort and view the templates based on categories, in the
Filter By drop-down list, select a category. Alternatively, in the Graphical format click the graphic that
represents a category to view the templates under a category.
NOTE: Standard users are allowed only to view the details of the template for which administrator
has granted the permissions.
The Graphical view displays the following:
• Displays the Draft and Published templates. Each graphic in this view indicates a template. A template
with a label DRAFT indicates it is a draft template.
• In a Template graphic, the component icons in blue indicate the particular components are part of
the template. The component icons in gray indicate the particular components are not part of the
template.
The Tabular view displays the following information about the template
• State — Indicates the state of the template: Draft or Published
• Category — Indicates the template category.
• Name — Indicates the name of the template.
• Last Deployed On — Indicates the date and time when the templates is used for deployment.
You can click on a specific template to see the following details of the template in the right pane:
• Template name and description for the template.
• Category — Indicates the template category.
• Created on — Indicates the date and time of template creation.
• Created by — Indicates the name of the user who created the template.
• Updated on — Indicates the date and time when the template was last updated.
• Updated by — Indicates the name of the person who last updated the template
• Last Deployed on — Indicates date and time when the selected template was last deployed.
From this page, you can:
NOTE: Only the user with Administrator role has the permissions to create, edit, delete, publish,
import, and clone templates.
• Click Create Template on the top of the Templates page to create a new template.
• Click the template and perform the following actions on the right pane:
– Click Edit to edit the template.
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