User's Manual
Table Of Contents
- Contents
- About This Guide
- Chapter 1
- Active System Manager Overview
- Chapter 2
- Getting Started
- Chapter 3
- Account Management
- Chapter 4
- User Profile Management
- Managing Security Functions
- Managing Groups
- Defining Permissions
- Modifying Permissions
- Managing Authentication Repositories
- Chapter 5
- Inventory Management
- Understanding Resource Modeling
- Building a Standard Active System Manager Inventory
- Configuring Discovery Setup
- Running Discovery
- Using Resource Types
- Using Resource Instances
- Building Resource Instances
- Modifying Core Properties for Resource Instances
- Modifying Resource Instance Resource Availability Dates
- Modifying Resource Instance Interfaces
- Displaying the Resource Availability Calendar View
- Deleting Resource Instances
- Setting Inventory Parameter Values
- Resolving Resource Dependencies
- Using Resource Interface Types
- Linking Resources
- Importing Inventory
- Importing Connectivity
- Exporting Connectivity
- Managing Resource Pools
- Managing Maintenance Windows
- Managing Virtual Resources
- Chapter 6
- Firmware Management
- Creating Active System Manager Software Repositories
- Updating Dell Chassis Firmware from the Operations Center
- Updating Dell Server Firmware
- Updating Dell Blade/Rack Servers Firmware from the Operation Center
- Updating Dell Blade/Rack Servers Firmware from an Active Session
- Updating Dell Blade/Rack Servers Firmware Using the Attach Server Profile Virtual Operation
- Updating Dell Blade/Rack Servers Firmware through an Orchestration
- Updating Dell Blade/Rack Servers Firmware Using the Attach Server Profile Custom Operation
- Minimum Firmware Versions for Active System Manager Components
- Chapter 7
- Server Template and Profiles
- Creating a Server Template
- Editing a Server Template
- Adding or Editing BIOS Information on a Server Template
- Adding or Editing RAID Information on a Server Template
- Adding or Editing Firmware Settings on a Server Template
- Adding or Editing Networks Settings on a Server Template
- Naming Conventions when using Orchestrations
- Server Profiles
- Chapter 8
- Using Inventory
- Chapter 9
- Repository Management
- Chapter 10
- Network Management
- Chapter 11
- Template Management
- Template Types
- Working with Templates
- Creating New Templates
- Saving Templates
- Changing Template Ownership and Permissions
- Opening Templates
- Closing Templates
- Deleting Templates
- Managing Template History Details
- Filtering Templates
- Validating Templates
- Importing Templates
- Exporting Templates
- Attaching a Template Image
- Scheduling Templates
- Archiving Templates using the Templates View
- Restoring Archived Templates
- Updating Templates using the Template Editor
- Viewing and Modifying Template Properties
- Adding Resource Types
- Setting Resource Type Properties for Scheduling
- Deleting Resource Types
- Adding Resource Types Based on Manufacturer Only
- Adding Resource Instances
- Modifying Resource Properties
- Deleting Resource Instances
- Defining Provisioning Policies
- Supporting Layer 2 Switching
- Using Annotations
- Updating Templates using the Link Editor
- Associating an Orchestration Workflow with Templates
- Chapter 12
- Session Management
- Introducing the Sessions Perspective
- Working with Running Sessions
- Scheduling a Session Using Templates
- Creating an Instant Session
- Opening Sessions
- Opening the Session Editor
- Using the Sessions Calendar
- Viewing Session Properties
- Editing Default Session Properties
- Assigning and Changing Session Ownership
- Canceling Sessions
- Deleting Sessions
- Purging Sessions
- Rescheduling Sessions
- Managing Session Links
- Handling Link Preemption
- Managing Session Resources
- Associating Scripts to Sessions
- Archiving Sessions
- Supporting Layer 2 Switching
- Saving Sessions
- Configuring Session Notifications and Reminders
- Starting and Stopping ASAP Rescheduling
- Managing Virtual Resources
- Chapter 13
- Orchestration Management
- Chapter 14
- Working with Test and Script Execution
- Chapter 15
- Reports
- Chapter 16
- Settings
- Chapter 17
- Dashboard
Working with Templates
11-12 Active System Manager User Guide, Release 7.1
Closing Templates
There are two ways in which you can close your Template, but not leave your working session. To do so,
perform the following steps:
1. Select a method to close one or more Templates:
• If you have more than one Template open in the Template editor, select which Template to close and
click File > Close. Alternatively, to close all of the open Templates, click File > Close All.
• In your open Template editor, select which Template to close and click the Close icon in the
top-right corner of the tab.
Using either option, the Save Resource dialog box displays, prompting you to save any changes.
2. Click Yes to save any changes, or click No to close the Template without saving changes.
Deleting Templates
To delete one or more Templates from the Templates view, perform the following steps:
1. On the Active System Manager menu bar, open the Templates view: click Window > Show View >
Templates to open the Templates view.
2. Select the method to delete one or more Templates:
• For a single Template—In the Templates view, right-click the Template, and select Delete.
• For multiple Templates—In the Templates view, hold down the Ctrl key, select the desired
Templates, right-click, and select Delete.
The Confirm Delete dialog box displays, prompting you to confirm the deletion.
3. Click OK to delete the selected Template (or Templates).
Managing Template History Details
Template history is an effective way to track the life cycle of your Templates and keep a set of comments
and notes (for example, history) of the current updates. Just as you can search and filter Template
descriptions, you can search and filter history notes in the same manner. For more information about
filtering, see the “Filtering” section on page 1-12.
You can manage Template history details by using the following procedures:
• Adding History Note Details
• Displaying History Note Details
Adding History Note Details
To add history note details, perform the following steps:
1. On the Active System Manager toolbar, click Window > Show View > Templates.
2. In the Templates view, right-click the Template and select Open.