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Importing and Exporting Template Definitions

You can export a template definition and import it into another iCM installation. The export includes the complete definition along with the template extension form that provides the article extras for articles using the template.

Care should be taken when importing template definitions. They should, generally, not be imported from a higher to lower release version. For example, importing from iCM 10.0.4.0 into iCM 10.0.7.0 will be fine, but importing a definition created in iCM 10.0.5.0 into a 10.0.2.0 installation should be avoided.

Exporting

To export a template definition, right-click on it and choose "Export template".

The definition will be saved as an xml file. The file has the same name as the template.

Importing

To import a template definition click "Import a template" in the actions panel. Use the "Choose file" button to select the template xml file you would like to import. Finally click "Continue import" in the actions panel.

Note, this import simply imports the template definition into iCM. It does not import any template files into your website's codebase.

The first configuration screen you'll see lets you choose the extension form your imported definition will use.

The first option lets you "Import and publish the form that was exported with the template". This is a two step process.

First you'll be taken to the forms library, where you will import the extension form. If a form with the same name as the extension form already exists, you'll be prompted to compare the two forms and confirm whether you'd like to overwrite the existing form, rename the import, or ignore the import. If there is no conflict with an existing form, the importer automatically publishes the extension form.

Once your extension form has been imported, you'll then need to go back to the template section and perform the import again. This time select "Use an extension form that is already available on this site".

The second option lets you "Use an extension form that is already available on this site". This will take you into the mappings configuration screen described below with the extension form pre-selected.

You can also import the definition without the form. This will take you into the mappings configuration screen described below.

Mappings

The mappings configuration screen displays the existing properties of the template import file and lets you map them to values in your iCM installation.

Each section of the mapping corresponds to one of the sections described in Creating and Editing Template Definitions.

You are able to specify values that will be created by the import process, or use existing values from your iCM. If values, like the names of iCM users or groups, match between the import and your iCM installation, these will auto-populate the mapping fields, but can be changed using the "Select" buttons.

Once you've set up your mappings click "Continue import" in the action panel. You can now edit the template definition as normal.

Last modified on June 30, 2020

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