4 Working with Context Templates

This section covers the following topics:

4.1 About Context Templates

Context templates are created so that contexts can be derived from them. Only domain administrators can create context templates, although both domain administrators and domain managers can create contexts based on them.

Two context templates are supplied at installation: "Export", and "Standard". These can be copied to create new context templates, and then modified as required.

A context template provides the features and functionality of the contexts that are derived from it. When changes are made to a context template, the changes are applied to the contexts that were created from the template.

Context templates have a set of roles assigned to them. The roles are used in contexts to create rights for users and groups.

Caution:

It is strongly recommended that you do not delete context templates, and that you do not modify context templates other than to add new roles to them. It is strongly recommended that you do not remove roles from context templates. If a context template becomes unsuitable, it is best to deactivate it and to create a new one to use in its place.

You cannot delete a context template if any contexts derived from it are in use.

You cannot remove a role from a context template if the role is currently assigned to a user within a context created from that context template.

See also Section 3, "Working with Roles", Section 5, "Working with Contexts", and Section 6, "Working with Rights".

4.2 Creating a Context Template

Note:

Only domain administrators can perform this procedure.

Use the following procedure to create a context template:

  1. Click the Context Templates tab to reveal the Context Templates page.

  2. Click the New Context Template icon.

  3. Complete the New Context Template wizard, noting the following:

    • The description will be viewable, for example, when creating other Oracle IRM elements that are dependent on this one, so a brief but informative description will prove useful.

    • Select the Activate checkbox to make the newly created context template available for the creation of contexts (by domain administrators and domain managers).

    • For global enterprises, use the Translations page to create multi-language names and descriptions of the role. If the New Translation icon is not available, translation support has not been set up on the Control Console. See Section 1.3.2, "Oracle Enterprise Manager Fusion Middleware Control Console ("The Control Console")".

    • Use the Roles page to assign roles to the context template. A description of each role appears in the Details section as you select each item in the Available list or the Selected list. (This assumes that descriptions were added when the roles were created.)

    • Roles cannot be created in this wizard: they are created separately on the Roles page. See Section 3, "Working with Roles".

    • Use the Review page to review all the attributes that will be assigned to the new context template. If there are any attributes to change, use the Back button to return to previous pages and make the required changes.

    • When you are satisfied with the attributes on the Review page, create the new context template by clicking Finish.

The new context template appears in the Templates column on the left panel.

4.3 Adding Roles to a Context Template

Note:

Only domain administrators can perform this procedure.

Caution:

It is strongly recommended that you do not modify context templates other than to add new roles to them. See Section 4.1, "About Context Templates". Changes made to a context template are immediately applied to the contexts that were created from the template.

Use the following procedure to add a role to a context template:

  1. Click the Context Templates tab to reveal the Context Templates page.

  2. On the left panel, in the Templates list, highlight the name of the context template to which you want to add a role.

  3. On the right panel, select the Roles tab.

  4. In the Available list, find the role that you want to add and move it to the Selected list.

    If the Available list is empty, all roles have already been assigned to the context template.

    You cannot create roles on this page. Roles are created separately on the Roles page. See Section 3, "Working with Roles".

  5. If you want to undo the changes you have made, select the Revert button (in the top right corner).

  6. If you want to retain the changes you have made, select the Apply button (in the top right corner).

    The role is added to the context template.