1. Installation and Configuration Guide
  2. Upgrade to STA 2.4.0
  3. Prepare STA for the Upgrade
  4. Record Current Custom Template Settings (optional)

Record Current Custom Template Settings (optional)

After the upgrade, all custom templates are preserved, but they are owned by the STA application ("STA") with public visibility. Record the current ownership and visibility settings so you can restore them after the upgrade, if necessary.

  1. Log in to STA as an administrator user.
  2. Expand the Setup & Administration tab, select Templates Management.
  3. Filter to only display custom templates. Click Filter Filter icon.
  4. Select Match ANY, and add Owner | Isn't | STA.
    Filter Data dialog showing Owner, Isn't, STA
  5. Click Apply.
  6. Record the current Owner and Public Visibility settings for each custom template. If you have many templates, you may want to take a screen shot.