3 Configuring Enterprise Templates

Prerequisites for Configuring Enterprise Templates

The DFLT_<ENTERPRISEID> enterprise template is seeded for the setup of global (chain-level) configuration. Typically, only one enterprise template is required to distribute global configuration to all chains and properties in your enterprise. Multiple enterprise templates can be configured, however activating this setting (Configuring Enterprise Settings) requires that all properties associated with one Chain Code must be associated to the same enterprise template. For each enterprise template created, a Manage Enterprise Template sub task is auto-created in the Enterprise Template task group; assign this task to user groups for user access to the template. See Manage User Groups.

Adding Enterprise Templates

Tip:

Configuration items with no dependencies follow an alphabetical order and appear below other configuration items with dependencies within the Configuration Group. Configurations items with dependencies are listed at the bottom of the list, in order of dependencies within the Configuration Group. The Requirement column indicates a mandatory field in OPERA Cloud.

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

  2. Click Create and enter the following details:
    1. Code: Enter a code for the enterprise template.

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

    3. Click Expand All to expand all Configuration Groups.

    4. Select the Configurations tab to add configuration to the template.
      1. Select configuration Categories and configuration Types to include in the enterprise 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 the OPERA Controls to include in the enterprise template.

    6. Click Create.

Editing Enterprise Templates

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

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

  3. Select the Configurations tab to add configuration to the template.
    1. Select configuration Categories and configuration Types to include in the enterprise 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 OPERA Controls to include in the enterprise template.

  5. Click Update.

Deleting Enterprise Templates

Note:

The DFLT_<ENTERPRISEID> template cannot be deleted.
  1. From the Side Menu, select Manage Enterprise Template.

  2. Select the enterprise template code in the search result then click EditEdit icon

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

Managing Configuration Items in Enterprise Templates

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

Tip:

Use the Manage Translations link to enter localized descriptions for properties with the Multi Language OPERA Control active. Use the Generate action for AI translation. The Languages available are fetched from the template.

Adding Configuration Items to Enterprise Templates
  1. From the Side Menu, select Manage Enterprise Template.

  2. Select the enterprise template code link in the search result or click Manage Manage Configuration icon
    1. Select the Configurations tab.

    2. Select a configuration Category, then select a configuration Type, then click EditEdit icon to edit the details.

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

Editing Configuration Items in Enterprise Templates
  1. From the Side Menu, select Manage Enterprise Template.

  2. Select the enterprise template code link in the search result or click Manage Manage Configuration icon
    1. Select the Configurations tab.

    2. Select a configuration Category, then select a configuration Type, then click EditEdit icon to edit the details.

    3. Select the Code, then click EditEdit iconto 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 Enterprise Template.
  2. Select the enterprise template code link in the search result or click Manage Configuration icon
    1. Select the Configurations tab.
    2. Select a configuration Category, then select a configuration Type, then click Edit Edit icon icon to edit the details.
    3. Select the Code, then click View Logs View logs icon
Downloading Configuration Items

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

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

  2. Select the enterprise template code link in the search result or click Manage Manage Configuration icon
    1. Select the Configuration tab.

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

    3. Select a destination folder, then click Save.

Deleting Configuration Items in Enterprise Templates
Configuration items pending approval can be deleted.
  1. From the Side Menu, select Manage Enterprise Template.

  2. Select the enterprise template code link in the search result or click Manage Manage Configuration icon
    1. Select the Configuration tab.

    2. Select a configuration Category, then select a configuration Type, then click Edit Edit icon to edit the details.

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

Managing OPERA Controls in Enterprise Templates

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

  2. Select the enterprise template code link in the search result or click Manage Manage Configuration icon
    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.