Add and Update Project/Shell Templates with Visualizations

From the Company Workspace tab, Company Administrators can create and publish visualizations from the Visualizations log of project/shell templates and then deploy the published visualizations to individual projects/shells.

To access the Visualizations log of a project/shell template:

1. Sign in to Unifier with company administration credentials.
2. Go to the Company Workspace tab, and switch to Admin mode.
3. In the left Navigator, select Templates, select Shells, and then select Projects.
4. In the Project Templates log (right pane), select a project template.
5. From the gear menu (), select Open to open a project template.
6. Under the opened project/shell template node in the left Navigator, select Setup and then select Visualizations.
7. Perform any of the following actions:
   • To add visualizations in the project/shell template, select Create. See Create Visualizations in Projects/Shells.
   • To efficiently create similar visualizations that can be modified as needed, select Duplicate. See Duplicate Visualizations in Projects/Shells.
   • To delete visualizations from a project/shell template, select Delete. See Delete Visualizations in Projects/Shells.
   • Edit a visualization. See Edit Visualizations in Projects/Shells.
   • Modify visualization properties. See Edit Visualization Properties.
   • Manage user/group permissions for specific visualizations. See Manage User/Group Permissions for Specific Visualizations.
   • View and/or download the audit log of a visualization. See View and Export the Visualizations Audit Log From Projects/Shells.
8. Make changes as needed to finalize the visualizations in a project/shell template.
9. From the Update menu, select any of the following menu options to update projects/shells with visualizations created in this project/shell template:
   • Select Shells to update only selected shells with visualizations. See Update Specific Projects/Shells with Visualizations From Project/Shell Template.
   • Select All Shells to update all shells with visualizations. See Update All Projects/Shells with Visualizations From a Project/Shell Template.
   • Select Shell Templates to update selected shell templates with visualizations. See Update Selected Project/Shell Templates with Visualizations.
   • Select All Shell Templates to update all shell templates with visualizations. See Update All Shell Templates with Visualizations.
   • Select History to update the job history of projects/shells that were populated with visualizations through project/shell templates. See Update the History Log Across Shell Templates.