Manage Site Templates

You can copy, rename, and delete a site template folder like you would any other folder, but a site template has special considerations when you import or share them.

Open the site site template page by selecting Developer and then View All Site Templates. Use options on the actions bar or right-click menu on the Templates page to perform any of these tasks.

Task Description

Create a site site template

If you have a site that you want to use as a starting point for other sites, you can create a site site template from that site.

Note:

You must have the Downloader, Contributor, or Manager role for the site, and your administrator must enable the option. If you don’t see the Create menu on the site templates page, contact your administrator. Also, if you are creating a site site template from a site that uses content from multiple repositories, you need to do so using the Oracle Content Management Toolkit. See Develop with Oracle Content Management Toolkit and Use the cec Command-Line Utility.

On the site templates page, click Create, then select Create from existing site. Select a site, name your site template and click Create. See Create a Site Template from a Site.

View and edit site template files

You can explore the folders and files that make up the site site template by selecting the site site template and choosing Open in the right-click menu or click Open icon in the actions bar.

If you’re a web developer, you can download and modify individual site site template files or you can use the desktop app and synchronize the changes you make on your local system. You can also export the site site template package, which includes the associated theme and any custom components, and work with it offline in your preferred development environment.

A site site template is represented by a folder structure that you can work with like other folders.

When you export a site site template, all elements of the site site template, including a copy of the theme and any components, are collected in a site site template package that you can download and work with offline. See Develop Site Templates.

Create a site

To create a site from a site site template, select the site site template and choose Create Site in the right-click menu or click Create site from site site template icon in the actions bar. See Create Sites.

Rename a site site template

Select the site site template you want to rename and choose Rename from the right-click menu or click Rename icon in the actions bar. Enter a name for the site site template that’s different from any other site site template on the same server. For naming guidelines, see Create a Site Template from a Site.

Copy a site site template

You can create a site site template by copying an existing site site template and making changes to the copy.

Note:

When you copy a site site template, sharing information associated with the site site template isn’t copied.

Select the site site template you want to copy and choose Copy from the right-click menu or click Copy icon in the actions bar. Enter a name for the site site template that’s different from any other site site template on the same server. For other naming guidelines, see Create a Site Template from a Site

A progress bar shows the new site site template name and copy status.

Delete or restore a site site template

If you have the appropriate permissions, you can delete a site site template folder and its contents. When you delete a site site template, the site site template folder and all its associated folders and files are moved to the trash.

You can delete or restore a site site template if you created the site site template (you’re the site site template owner) or if someone has shared a site site template with you and has given you the manager role.

Note:

When you delete a site site template, the associated theme and custom components are not deleted.
To delete a site site template, select the site site template you want to delete and choose Delete from the right-click menu or click Delete icon in the actions bar. You are prompted to move the site site template to the trash. A deleted site site template stays in the trash until:
  • You restore the site site template.

  • You permanently delete the site site template.

  • Your trash quota is reached.

  • The trash is automatically emptied based on the interval set by your service administrator. The default value is 90 days.

To restore a site site template, select Trash in the Templates drop-down list, then select the site site template and choose Restore from the menu bar or the right-click menu.

Export or import a site site template

You can export a site template to modify it offline and then import it either as a new site template or to replace the existing site template. You can also export a site template to move it to another instance and import it there.

When you export a site template, you copy the site template to a folder as a single .zip file. You can download the site template package directly from the folder to unpack and work with the individual files. When you’re done working with the files, create a .zip file containing the site template package, import it, and overwrite the original site template or create a new one.

See Export and Import Site Templates.

Share a site template and manage member roles

If you're the owner or a manager of a site template, you can share a site template with other users and assign a role that defines what the user can do with the site template.

If governance isn't enabled, assigning any role to a user gives them permission to create a site from the site template. If governance is enabled, you must activate the site template and make sure the user is included in the site template audience to give them permission to create a site from the site template. See Change Site Template Status or Audience.

The site template's theme and custom components are stored as separate objects, and are just referenced in the site template. Therefore, theme and custom component membership is managed separately. When you share a site template with a user, no matter what role you give them for the site template, they're automatically given the Downloader role for any associated theme and custom components to ensure that those objects are available to the user if they create a site from the site template.

Select the site template you want to share, choose Members in the right-click menu or actions bar.

Enter one or more user names or email addresses, and assign one of these roles:
  • Viewer: Viewers can view the folders and files of the site template, but can’t change things.

  • Downloader: Downloaders can also download files and save them to their own computer.

  • Contributor: Contributors can also edit site template details and site template files, upload new files, delete files, and delete the site template itself.

  • Manager: Managers can also add users and assign their roles. The owner (creator) of a site template is automatically assigned the manager role.

View or edit site template details

To view site template details, select the site template, and then choose Details in the right-click menu or click Templage details icon in the actions bar. The site template details include the site template name, author, support files, description, theme, custom components, and the thumbnails. If you have the appropriate site template role, you can edit the details. See Change Site Template Details.

View or edit site template policies (with governance enabled)

If governance is enabled and you're a site administrator, you can view site template policies, such as required approval, minimum security, site expiration, and localization. Select the site template, choose Details in the right-click menu or click Templage details icon in the actions bar, then select the Policies tab. See Change Site Template Policies.

Make a site template available for site creation and manage who can use the site template to create sites (with governance enabled)

If governance is enabled and you're a site administrator, you can make the site template available for site creation and manage who can use the site template to create sites. Templates that are active (available for site creation) show Active icon next to them.

To change the status or audience, select the site template, and choose Details in the right-click menu or click Templage details icon in the actions bar.

  • To make the site template available for site creation, click the status switch to activate it.
  • To change who can use the site template to create sites, click the Audience tab. See Change Site Template Status or Audience.