Add a template to an object store

To make a publish template available to Workplace users, you add it to a folder in an object store. You cannot add minor versions of a publish template to an object store.

NOTE  The publish template, source document, style template (if used), and publication document must all be in the same object store.

You can add the template at any time after you select the object store and destination folder.

  1. Choose Add New from the File menu or click the Add New button on the toolbar.
  2. On the Add a Publish Template to an Object Store dialog, click Browse to choose a storage location (folder) for the publish template. The Select a Folder dialog displays the same object store you selected on the Publish Instructions tab.
  3. Open the object store by double-clicking on it, or by highlighting it and clicking Open.
  4. Navigate to the folder in which you want to place the publish template by selecting an item in the list and clicking Open, or by double-clicking items in the list.

    If you want to back up to a higher level, use the pull-down menu in the Look in drop-down box or the Up One Level button. You can also create a new folder for your template using the Add New Folder button (see To add a new folder below).

    Select a folder for the publish template that the intended users can access. The users must be able to browse to the template to select it. The folder last selected is displayed in the Folder field and is used if you do not choose a different location.

  5. Click Select when the proper folder is highlighted.
  6. Click Next.
  7. On the Publish Template Properties dialog, enter a title and description to help users locate the template later. Both the Document Title and the Description are optional. However, if you do not enter a document title, the Workplace user sees "undefined name." Anyone who is attempting to check out the template for modification later sees an icon with no name.

    These properties are the publish template's properties, not the properties of the publication document. See the Update publish template properties topic for more information.

  8. Click the Next button to check or set security for the template. If you know the default security is appropriate, you can skip it and click Finish now.
  9. On the Security Settings dialog, check the security settings and update them if necessary before clicking the Finish button.

    These security settings control access to the publish template itself, not the publication documents. See About security and its subtopics for more information.

    You must have Promote Version security permission in order to check out or check in a publish template.
  10. Test the template by logging on as a Workplace user and using the template to publish documents. Verify that new publication documents and republished documents have the correct location, properties, and security, and that they are deleted and replaced as specified in the template.

To add a new folder

When selecting a folder in which you want to save a template, you might want to create a new folder.

  1. On the Add a Publish Template to an Object Store dialog, navigate to the object store or folder where you want to add a folder
  2. Click the Add New Folder button at the top of the dialog.
  3. Choose a class for the folder. Click the Browse button to select a class other than the default Folder Class. Different classes probably display different properties.
  4. Enter at least the required property data (indicated by a red asterisk *) and click Next. For help with properties with multiple values, see Enter properties.
  5. Review or update the security on the folder and click Finish.

You can now finish saving the template as described above (Step 4).