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 check box 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, is 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, is as follows:
- Business Process
- Gates
- Planning Manager
- Resource Manager
- Configurable Modules : <CM name>
- Dashboard
- Replace in Destination
For more information, see 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, is 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, Cash Flow sheets, for the following:
- 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, the components are displayed.
Related Topics
Defining Shell-Specific Custom Print Templates for Business Processes
Supporting Shell Attribute View Forms
Last Published Thursday, December 14, 2023