Creating a Template Project

You can create a new template project in Oracle or Microsoft SQL.

To create a template:

  1. In Site Administration, click the Site Projects tab.

  2. Select the domain in which you want to create the template.

  3. Click the Create Template button. The Create Template dialog box opens.

  4. Select Create an empty template and click Next. The following dialog box opens.

  5. In the Template Name box, type a name for the template. The template name cannot be longer than 30 characters and cannot include any of the following characters: = ~ ` ! @ # $ % ^ & * ( ) + | { } [ ] : ' ; " < > ? , . / \ -

  6. In the In Domain box, select a domain.

    Tip: After the template has been created, you can move it to a different domain in the Projects list using a drag-and-drop operation.

  7. Click Next. The following dialog box opens.

  8. Under Database Type, select Oracle or MS-SQL.

    The default values defined for the domain are displayed for Server Name, DB Admin User, and DB Admin Password. If additional database servers are defined, you can select another name from the Server Name list.

    Note: For details on defining database servers, see Defining New Database Servers.

  9. Click Create as Unicode to create the template as Unicode.

    Note: The Create as Unicode check box is only displayed when creating a new template from an empty template in an MS-SQL server. Unicode is a feature of MS-SQL that allows multi-language support. In Oracle, multi-language support is defined when installing the server.

  10. Click Next.

    If your selected database server does not have the text search feature enabled, a message box opens. The message indicates that after this process completes, you can enable the text search feature. For details on enabling the text search feature, see Configuring Text Search.

  11. If you are creating a Microsoft SQL template, proceed to step 12. For an Oracle template, the following dialog box opens.

    In the Create in TableSpace box, select a storage location that has sufficient space to store the new template. You should not use UNDO as the storage location.

    In the Temporary TableSpace box, select a temporary storage location that has sufficient space to store the new template.

    Click Next.

  12. The Add Template Administrators dialog box opens.

    Selected Template Administrators lists users that are assigned as template administrators. Available Users lists users available in the template. When you assign template administrators, the users are moved from the Available Users list to the Selected Template Administrators list. Template administrator users can customize template projects and apply template customization to linked projects. For details, see Cross Project Customization.

    • Refresh. Click the Refresh button to refresh the list of available users.

    • Find. Type the name of a user in the Find box, and click the Find button to search the Available Users list.

    • Add Selected Users. Select the users you want to assign as template administrators, and click the Add Selected Users button . Alternatively, double-click a user name. The selected users are moved to the Selected Template Administrators list.

    • Delete. To remove a user from the Selected Template Administrators list, right-click the user name and click Delete.

    You can also assign template administrators after you have created the template. For details, see Assigning Project Administrators.

  13. Click Next. You can enable extensions that are available for your site's ALM edition.

    Select the Enable check box for the extensions you want to enable.

    Note

    • You cannot disable an extension for a project after you enable it. We recommend enabling only the extensions you need. Enabling extra extensions can affect performance and consumes additional disk space.

    • As you navigate from one extension to another, relevant license status information is displayed in the License Status section.

      Extensions for which there is no license on the server are displayed in gray. It is possible to enable an extension for which you do not yet have a license. You can utilize the extension's added functionality later, after receiving the license.

    • To work with Lab Management or Performance Center, select ALM Lab Extension. For details, refer to the Micro Focus ALM Lab Management Guide: How to Create a Project.

    • You can also enable extensions for a project after you have created the project. For details, see Enabling Extensions for a Project.

  14. Click Next. The following dialog box opens.

    Verify the template details. To change any of the details, click Back.

  15. Select Activate template to activate the template. Only activated templates are available in the Application Lifecycle Management Login window. For details, see Deactivating and Activating Projects.

  16. Select Enable Versioning to enable version control for the template. You can also enable version control after you have created the template. For details, see Enabling and Disabling Version Control for a Project.

  17. Click Create. The new template is added to the Projects list under Template Projects.

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