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. A Manage Custom Templates sub task is auto-created in the Custom Template task group for each custom template added; assign this task to user groups for user access to the template. See Manage User Groups for more information.

Adding Custom Templates

Tip:

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

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

2. Click Create and enter the following details:

   1. Code: Enter a code for the template.

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

   3. Enterprise Templates: 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. 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. Select a Group, then select Functions or Parameters to expand the list.

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

   6. Click Create.

Editing Custom Templates

Note:

Existing Configuration Options cannot be deselected (removed) from template.

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 to add configuration to the template.

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

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

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

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

5. 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.

Managing Configuration Items in Custom Templates

All configuration Categories and Types selected for the custom template are listed.

Tip:

Use the Manage Translations link to enter localized descriptions for properties with the Multi Language OPERA Control active. The Languages available are fetched from the Enterprise and Custom templates.

Adding Configuration Items to Custom Template

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

2. Select the custom template code link in the search result or click Manage

   1. Select the Configuration tab.

   2. Select a configuration Category, then select a configuration Type, then click Edit

   3. Click New and complete the configuration, then click Confirm.

Editing Configuration Items in Custom Template

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

2. Select the custom template code link in the search result or click Manage .

   1. Select the Configuration tab.

   2. Select a configuration Category, then select a configuration Type, then click Edit

   3. Select the Code, then click Edit to edit the details.

   4. Make the necessary changes.

   5. Click Save.

Viewing Configuration Property Distribution List

To view a list of properties associated with a configuration item.

1. From the Side Menu select Manage Custom Template.
2. Select the custom template code link in the search result or click
   1. Select the Configurations tab.
   2. Select a configuration Category, then select a configuration Type, then click Edit icon to edit the details.
   3. Select the Code, then click View Logs

Downloading Configuration Items

To download a zip file containing configuration details for a configuration item.

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

2. Select the custom template code link in the search result or click Manage .

   1. Select the Configuration tab.

   2. Select a configuration Category, then select a configuration Type, then click Download

   3. Select a destination folder, then click Save.

Deleting Configuration Items in Custom Templates

Configuration items pending approval can be deleted.

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

2. Select the custom template code link in the search result or click Manage

   1. Select the Configurations tab.

   2. Select a configuration Category, then select a configuration Type, then click Edit

   3. Select the Code in the search result, then click Delete

Managing OPERA Controls in Custom Templates

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

2. Select the custom template code link in the search result or click Manage

   1. Select the OPERA Controls tab.

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

   3. Toggle the switch to activate or deactivate the OPERA Control.