4 Configuring Custom Templates

Prerequisites for Configuring Custom Templates

Custom templates are used for configuration that applies to a sub-set of properties. For example, custom templates could be configured for various brands within your chain, applying brand-specific configuration in addition to global configuration from the enterprise template. For each custom template created, a Manage Custom Templates sub task is auto-created in the Custom Template task group; assign this task to user groups for user access to the template. See Managing User Groups for more information.

Note:

The list of configuration types is independent of the OPERA Controls enabled in templates.

Note:

Only pending configuration can be deleted from a template.

Adding Custom Templates

Tip:

Configuration types with no dependencies follow an alphabetical order and appear below other configuration types with dependencies. Configurations types with dependencies are listed at the bottom of the list in order of dependencies within the configuration category.

Tip:

When a code description is too long to display fully in a list, hover over the description to view the complete value.

1. From the Side Menu, select Manage Custom Template.

2. Click Create and enter the following template details:

   1. Code: Enter a code for the template.

   2. Description: Enter a description for the custom template.

   3. Enterprise Template: Select an enterprise template from the list to link to the custom template.

   4. Select the Configurations tab to add configuration to the template.

      1. Use the search field to locate a configuration option by name.

      2. Use the Group-By Category list to filter or group configuration types by category.

      3. Select configuration Categories and Types to include in the custom template.

   5. Select the OPERA Controls tab to setup OPERA Controls in the template.

      1. Use the search field to locate OPERA Controls by name or description.

      2. Use the Group-By Category list to filter or group OPERA Controls by category.

      3. Use the Status filter to view OPERA Controls by status, such as pending or rejected.

      4. Select a Group, then select Functions or Parameters to expand the list.

      5. Select the OPERA Controls to include in the custom template.

   6. Click Create.

Editing Custom Templates

Note:

Disabled configuration selections cannot be changed. Clearing a group does not remove locked selections. Available configuration types also depend on the supported product versions in your enterprise.

Note:

Selecting or clearing configuration types is separate from deleting configuration records. Configuration records in Pending or Pending Modified status can be deleted from a template.

Use the Configurations tab to select the configuration groups and individual types to show in template configuration.

1. From the Side Menu, select Manage Custom Template.

2. Select the custom template code in the search result then click Edit

3. Select the Configurations tab. Search for a configuration type or expand a group to view its individual types.

4. Change the available selections:

   1. Select a group to select its available configuration types.

   2. Clear a group to clear its editable configuration-type selections.

   3. Select or clear an individual editable configuration type as needed.

   4. Clearing an individual type also clears the group checkbox. Other selected types in that group remain selected.

5. Select the OPERA Controls tab to setup OPERA Controls in the template.

   1. Use the search field to locate OPERA Controls by name or description.

   2. Use the Group-By Category list to filter or group OPERA Controls by category.

   3. Use the Status filter to view OPERA Controls by status, such as pending or rejected.

   4. Select a Group, then select Functions or Parameters to expand the list.

   5. Select the OPERA Controls to include in the custom template.

6. Complete any other template changes and click Update.

Deleting Custom Templates

Custom templates can be deleted when properties are not assigned and the configuration has not been distributed.

1. From the Side Menu, select Manage Custom Template.

2. Select the custom template code in the search result then click Edit

3. Click Delete Template, then click Delete to confirm.