1. User's Guide
  2. Templates
  3. Customize a Template
  4. Save a Template

Save a Template

Save the current screen layout and filters as a template to use in the future.

Use custom templates to address the top three tape operation concerns at your site. This will help make the data more understandable and manageable. To create templates that are as flexible as possible, use general, rather than specific, filtering criteria. For example, when creating a template that filters by a time period, use "Number of Days" attributes instead of "Date" attributes.

  1. You must have Operator or Administrator privileges.
  2. On the screen you want to save, click Save Template Save Template icon in the upper-right corner.
    Save Template icon noted in the toolbar.
  3. Enter a Template Name.

    Tip:

    Do not start the name with "STA-". This prefix is used for all predefined templates.

    Include the first part of the template type consistently as part of the name. This makes it easier to know the purpose of imported or exported XML files. For example, if the template type is "Media Overview", then a good template name would be "Media-Exception".

  4. Select a Shared option. See Template Ownership and Visibility for more info.
    • Private – The template will be available to the current STA username only.
    • Public – The template will be available to all STA usernames.
  5. Click Save.

Screen Characteristics INCLUDED in the Template Definition

  • Graph display details, such as:
    • Wide versus narrow view
    • Graphed attributes
    • Percent versus actual value display
    • Date range
    • Whether the Graphics Area is visible or collapsed
  • Table display details, such as:
    • Hidden and visible columns
    • Column order
    • Column width
  • Filter criteria

Screen Characteristics NOT INCLUDED in the Template Definition

  • Table resource selections applied to graphs
  • Table sort criteria
  • Specific data content