Create a template from an existing project

You can create a template project by copying the customization of an existing project. This option copies customization from the project but does not copy project data.

You can choose to link the newly created template to the project from which it is copied. This enables the template administrator to apply template customization changes to the linked project.

Note:  

  • If the project from which you create the template contains workflow scripts, the scripts must be converted after the template is created. This enables the template administrator to apply template workflow customization to linked projects. For details, see this KB article.

  • Version Control: If you copy a version control enabled project, the new template is created with version control enabled.

To create a template from an existing project:

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

  2. Select the domain where you want to create the template.

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

  4. Select Create a template by copying customization from an existing project and click Next. The Copy from Project Customization dialog box opens.

  5. Provide the following information and click Next.

    Domain Select the domain where the project you want to copy is located.
    Project Select the project you want to copy.
    Link the selected project to this template t

    Select it to link the project to the newly created template. This enables the template administrator to apply template customization changes to the linked project.

    Note: After you link a project to a template, the template administrator must apply template customization to the project. This applies the customization from the template to the linked project, and sets the applied customization to read-only in the project. For details, see Applying Template Project Customization to Linked Projects.

  6. Provide the following information and click Next.

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

    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. Provide the following database information and click Next.

    Database Type

    Select Oracle or MS-SQL.

    DB Server 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.
    Create as Unicode

    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.

    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.

  8. Do either of the following and click Next.

    If you are creating an Oracle project

    Provide the following information:

    • Create in TableSpace: Select a storage location that has sufficient space to store the new project. You should not use UNDO as the storage location.

    • Temporary TableSpace: Select a temporary storage location that has sufficient space to store the new project.

    If you are creating a Microsoft SQL project

    Add template administrators.

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

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

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

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

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

  9. Verify the project details and consider the following options.

    Option Description
    Activate project Select it to activate the new project. Only activated projects are available to users in the Application Lifecycle Management Login window when they log in to a project. For details, see Deactivating and Activating Projects.
    Enable versioning

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

  10. Click Create to create the new project. To change any of the details, click Back.

Back to top

See also: