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manage_templates [2012/11/09 23:58]
emessina
manage_templates [2014/02/28 22:41] (current)
ybarajas [Deleting a Draft Profile Template]
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 +====== Manage Templates ======
 +
 +
 +You can speed the process of creating a profile by using a profile template, which contains pre-configured settings. Using profile templates to create profiles can provide a consistent connection experience across a company’s user base and across those of your child companies. Templates can be created for profiles on any platform.
 +
 +
 +===== Profile Template Status =====
 +
 +
 +Like profiles, profile templates have a status to reflect their position in the publication process.
 +
 +
 +    * A draft template is still in progress, and can be edited as required until it is ready. A draft profile cannot be used to create profiles.
 +    * A published template has been finalized and is ready to be used to create profiles. A published template can be shared with a company’s child companies. However, a published template may not be edited or deleted.
 +    * Because a published template may be shared with your child companies, it will not include your company-specific settings like domains, prefixes, and custom network directories. Those settings will need to be re-configured in any profiles created from your published template.
 +
 +
 +===== Creating a New Profile Template =====
 +
 +
 +You can create a new profile template in one of two ways:
 +
 +
 +    * You can create a profile and then save it as a template, enabling you to re-use the profile’s settings or edit them as needed. Best practice is always to create templates this way. Using a published profile as a template will ensure that the profile’s settings have already been tested. These tested settings will then be inherited by any profiles based on this template.
 +    * You can save an existing template, modify its settings, and then save it as a new template.
 +
 +
 +==== Creating a Template from a Profile ====
 +
 +
 +You can create a template from an already existing profile, and then either use it as created, or modify and then save its settings.
 +
 +
 +**To create a new profile template from a profile:** 
 +
 +
 +    - Click **Manage Profiles**.
 +    - From the list of profiles, select the profile you wish to save as a template. Then, under **Actions**, click **Manage**.
 +    - On the **Configure Profile**  page, in the **Action**  drop-down, select **Save as Template.**
 +    - Review the information on the **Getting Started**  page, and then click **Continue**.
 +    - On the **Create a Template**  page, enter values for the following:
 +      * **Template Name:**  The profile template name.
 +      * **Template Description:**  An optional short description of the template.
 +    - Click **Save and Continue**. The template is now saved in the Draft state.
 +    - On the **Manage Template**  page, you can now review any of the template settings by selecting a settings category and clicking **View**. Optionally, click **Configure**  to set any values for the template that will be different from the profile it is based on.  For example, to adjust the Quick Launch applications configured with the profile template, next to **Quick Launch**, click **Configure**, then edit the Quick Launch settings for the template.
 +
 +
 +A draft template will remain in Draft status until you publish it.
 +
 +
 +==== Creating a New Template from an Existing Template ====
 +
 +
 +You can create a template from an already existing template, and then either use it as created, or modify and then save its settings.
 +
 +
 +**To create a template from an existing template:** 
 +
 +
 +    - Select **Manage Templates**.
 +    - On the list of profile templates, select the template you want to create a new template from, and then, under **Actions**, click **Manage**.
 +    - On the **Manage Template**  page, in the Action drop-down, select Save as New Template.
 +    - On the **Create a Template**  page, enter values for the following:
 +      * **Template Name:**  The profile template name.
 +      * **Template Description:**  An optional short description of the template.
 +    - Click **Save and Continue**. The new template is now saved in the Draft state.
 +    - On the **Manage Template**  page, you can now review any of the template settings by selecting a settings category and clicking **View**. Optionally, click **Configure**  to set any values for the new template that will be different from the template it is based on.  For example, to adjust the Quick Launch applications configured with the profile template, next to **Quick Launch**, click **Configure**, then edit the Quick Launch settings for the template.
 +
 +
 +A draft template will remain in Draft status until you publish it.
 +
 +
 +===== Publishing a Draft Profile Template =====
 +
 +
 +A published template can be used to create new profiles and can be shared with your child accounts. A published template may not be edited or deleted. In addition, a published template will not include any company-specific settings like domains, prefixes, custom network directories, and ODF integrations. All of these settings will be removed from a draft template when it is published.
 +
 +
 +**To publish a draft template:** 
 +
 +
 +    - Select  **Manage Templates**.
 +    - On the list of profile templates, select the template you want to publish, and then, under **Actions**, click **Manage**.
 +    - On the **Manage Template**  page, click **Publish**.
 +    - On the **Publish Template**  page, select **Yes, I am ready to publish this template**.
 +    - Click **Publish**. The template is now published.
 +
 +
 +===== Sharing a Published Profile Template =====
 +
 +
 +You can share a published template with any of your child accounts that match the following criteria:
 +
 +
 +    * The template’s platform must be available to the child account (for example, if the template is made for the Mac OS X platform, the account must be able to create Mac OS X profiles).
 +    * The child account must share the same brand as any included in the template.
 +
 +
 +A shared template may not be unshared.
 +
 +
 +**To share a published template:** 
 +
 +
 +    - Select **Manage Templates**.
 +    - On the list of profile templates, select the template you want to share, and then, under **Actions**, click **Share**.
 +    - On the **Share Template**  page, the child accounts that are eligible for template sharing are listed.
 +    - Under **Child Accounts**, select the checkbox next to each child account with which you wish to share the template. (To filter out a selection of child accounts, in **Search by Company ID**, enter the name of the child account you wish to search on. Only the accounts matching your search criterion will be shown in the list.)
 +    - Click **Share**. Your template is now available for use by your child accounts.
 +
 +
 +===== Deleting a Draft Profile Template =====
 +
 +
 +You may delete templates with a status of Draft.
 +
 +
 +**To delete a draft template:** 
 +
 +
 +    - Select **Manage Templates**.
 +    - On the list of profile templates, select the template you want to delete, and then, under **Actions**, click **Manage**.
 +    - On the **Manage Template**   page, in the **Action**   drop-down, select **Delete Template.**
 +    - Click **Yes, I want to delete it**   to confirm deletion.
 +
 +
 +Go to: **[[:portal_guide|Portal Guide]] > [[:configuration_tab|Configuration Tab]]** 
 +
 +
 +{{tag>profile_templates open_mobile_portal}}
 +
 +
 +
  
 

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