Shell Templates

You can select shell template components when you create a component list for a configuration package. In the destination environment, if a component does not exist, the system inserts the selected shell template components. If the component exists and the Replace in Destination checkbox is selected for that component, the system overwrites it.

Note:

When you include any shell or shell template that does not use the default form in a configuration package, include the related folder properties and the associated document properties attributes form and document log. When you create the configuration package, the system notifies you that these attribute forms are included.

The Shell Templates section displays the available shell templates, grouped by shell. Select a shell template before you select any of the following sub-nodes:

  • Access Control
  • Setup
  • Folder Structures
  • Sheets
  • Rules
  • User Defined Reports
  • Custom Report Schedules

The components are grouped by the shell template that you select. The following sections describe each component type under Components:

Access Control

You can select Access Control permissions and include them in the component list for the configuration packages. The selected permissions overwrite or insert permissions in the destination environment.

The Access Control permissions available for selection are grouped under these headers:

  • Administration Mode Access
  • User Mode Access

The following columns are available:

  • Module
  • Replace in Destination

The log is sorted by the Module column by default. You can sort by using the other column.

For static modules, the component analysis does not run error checks. For dynamic modules, such as BP Setup in Administration Mode access or Data Cubes as Non-navigational Nodes in User Mode Access, the system displays a message during component analysis if you select modules that depend on components that you did not select. The message indicates that the dependent object is not selected, but the permissions are selected.

After a successful import, the system updates the permissions for the selected modules. For dynamic modules, if the transferred permissions do not include the dependent components in the destination environment and the configuration package, the system does not import the permissions into the destination environment and displays a message. If the dependent components exist in the destination environment, the system updates the permissions when the import completes successfully.

For "creator users," the permissions are set to the "importer user" in the configuration package creation and in the destination environment.

Setup

This section displays the available setup items for selection. The items available for selection are grouped under these headers:

The following columns are available:

  • Name
  • ID
  • Status
  • Replace in Destination

The log is sorted by the Name column by default. You can sort by using the other columns.

Folder Structures

This section displays the available folder structures for selection. The following columns are available:

  • Name
  • Replace in Destination

The log is sorted by the Name column by default. You can sort by using the other columns.

Note:

For Folder Structures under Shell Templates, only the root folder name is displayed. For example, if the folder Test12 is available in Documents, the structure appears as Documents.

Sheets

This section displays the available sheets for selection. The following headers are available:

  • Configurable Modules: [CM name]

    All Configurable Module (CM) sheets for the selected configurable module appear in this group.

  • Cost Manager

    This group includes these sheets:

    • Commitment Summaries
    • Commitment Funding sheet
    • General Spends
    • Payment applications
    • [BP name] - SOV

      The system displays only those sheets for which the structure exists for that template.

  • Space Manager

    This group includes all stack plans and level sheets.

  • Schedule Manager

    This group includes all existing schedule sheets.

  • Activity Manager

    This group includes the Activity Sheet, WBS Sheet, and OBS Sheet.

The following columns are available:

  • Name
  • Description
  • Replace in Destination

The log is sorted by the Name column by default. You can sort by using the other columns.

Rules

This section displays the available rules for selection. The following columns are available:

  • Name
  • Control Source
  • Status
  • Replace in Destination

The log is sorted by the Name column by default. You can sort by using the other columns.

User Defined Reports

This section displays the user-defined reports (UDRs) available for selection. The following columns are available:

  • Name
  • Data Type
  • Report Type
  • Replace in Destination

The log is sorted by the Name column by default. You can sort by using the other columns.

Note:

Based on the shell template that you select, only the related components appear and are available for selection. If you clear a previously selected shell template, its components no longer appear. If you select the shell template again, the components appear again.

Custom Report Schedules

This section displays the available schedules for selection. The following columns are available:

  • Name
  • Custom Report
  • Replace in Destination

The log is sorted by the Name column by default. You can sort by using the other columns.