User's Manual

Working with Templates
Template Management 8-13
3. In the Template editor, right-click and select Add History.
The History Note dialog box displays.
4. Type a description and click OK.
Note You can add and modify history notes; but, you cannot delete prior history notes.
Displaying History Note Details
To display 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.
3. On the Active System Manager toolbar, click Window > Show View > Other > General > Properties
> OK.
4. In the Properties view, click the History tab to display the following properties:
• Date—Displays the date when the note was created.
• Author—Can be the Template owner or any administrator.
• Notes—The Template history information you enter; see the “Adding History Note Details” section
above for more information.
Note Template history details can be carried over from one Template to another when saving the
Template (see the “Saving Templates” section on page 8-8) or saving a session.
Filtering Templates
You can use the Templates Filter dialog box to filter Templates and associated sessions by date range. This
option is particularly useful if you want to filter out older sessions. The Templates Filter dialog box also
includes “Template Imported Time” as part of the filter property list.
Validating Templates
Note For each Template, a validation is required. If a Template is not validated, it does not get scheduled
and, therefore, does not get realized.
By default, the Template editor is valid or invalid. The term, valid, indicates that the Template is ready to
be scheduled; invalid indicates that some of the Template objects are invalid. Invalid Templates are flagged
with red labels and icons. For more information, switch to the link editor (the “Switching to the Link
Editor” section on page 8-45) and move your cursor over the Template to read the explanations for why the
Template is invalid. Figure 8-5 displays an example of an invalid Template because of missing interfaces
and links.