Shell Templates

The components for the Shell Templates can be selected and included in the component list required for creating configuration packages. The selected components for the Shell Templates overwrites, or gets inserted, in the destination environment. Overwrite only occurs if the Replace in Destination checkbox is selected for the component. If the component does not exist in the destination environment, the configuration package will always insert the component into the destination environment.

Note: The respective folder properties and associated document properties attributes form and document log must be included as part of the configuration package when any shell, or shell template, (shell, or shell template that does not use the default form) is included. While creating configuration package the user will be notified of the inclusion of these attribute forms by a message.

The Shell Templates displays the available shell templates grouped by their shells. You must select a shell template before selecting the following sub-nodes:

Access Control
Setup
Folder Structures
Sheets
Rules
User Defined Reports

The components are grouped based on the shell template that you have selected. The following explains each component under Components:

Access Control

The Shell Templates Access Control permissions can be selected and included in the component list required for creating configuration packages. The selected Shell Templates Access Control permissions overwrite, or insert, permissions related to groups in the destination environment.

Displays the Shell Templates Access Control permissions available for selection. The grouping, by headers, are as follows:

Administrator Mode Access
User Mode Access

The following columns are available:

Module
Replace in Destination

The log is sorted by default on the "Module" column and you can sort the other columns.

For static modules, there are no error check performed during component analysis. For dynamic modules (such as BP setup in Admin mode access or Data Cubes as non navigational nodes in User mode access), if the user selects modules dependent on components which have not been selected, when the component analysis is performed, the system displays a message indicating that the dependent object have not been selected, but the permissions have been selected.

Upon a successful import, the system updates the permissions for the selected modules. If the permissions (transferred as a part of the configuration package for dynamic modules) do not have the dependent components in the destination environment, and the configuration package, then the permissions will not be imported into the destination environment, and the system displays a message; however, if the dependent components are present in the destination environment, then the system updates the permissions,when imported successfully. By default, for "creator users," the permissions will be set to the "importer user" upon the configuration package creation, and in the destination. environment.

Setup

Displays the Shell Templates Setup available for selection. The grouping, by headers, are as follows:

Business Process
Gates
Planning Manager
Resource Manager
Configurable Modules : <CM name>
Dashboard
Replace in Destination
For additional details, refer to the Unifier General Administration Guide: "Conditions for Creating a Dashboard Setup Configuration Package."

The following columns are available:

Name
ID
Status
Replace in Destination

The log is sorted by default on the "Name" column and you can sort the other columns.

Folder Structures

Displays the Shell Templates Folder Structures available for selection. The following columns are available:

Name
Replace in Destination

The log is sorted by default on the "Name" column and you can sort the other columns.

Note: For Folder Structures under Shell Templates, only the "Name" is displayed, at the root folder name. For Example if there is a folder Test12 available in Documents, then the name for the structure will be seen as Documents.

Sheets

Displays the Shell Templates Sheets available for selection. The grouping, by headers, are as follows:

Configurable Modules : <CM name>
All CM sheets for that specific configurable module will be seen in this group by
Cost Manager
This group will list all the cost sheets , CashFlow sheets . For below sheets
Commitment Summaries
Commitment Funding sheet
General Spends
Payment applications
<BP name> - SOV
Only those will be seen for which the structure has been created for that particular template.
Space Manager
All Stack plans and level sheets will be seen under this group.
Schedule Manager
All schedule sheets will be seen under this group.
Activity Manager
Includes Activity Sheet, WBS Sheet, and OBS Sheet.

The following columns are available:

Name
Description
Replace in Destination

The log is sorted by default on the "Name" column and you can sort the other columns.

Rules

Displays the Shell Templates Rules available for selection. The following columns are available:

Name
Control Source
Status
Replace in Destination

The log is sorted by default on the "Name" column and you can sort the other columns.

User Defined Reports

Displays the Shell Templates UDRs available for selection. The following columns are available:

Name
Data Type
Report Type
Replace in Destination

The log is sorted by default on the "Name" column and you can sort the other columns.

Note: Based on the shell template selected, only the components related to the selected shell template are displayed and available for selection. If you deselect a previously selected shell template, the components of the deselected shell template do not display; however, if you select the deselected shell template, then the components are displayed.

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