TEMPLATE MAINTENANCE

WebSite Director (WSD) provides the following types of templates:

  • Header and Footer Templates - Users may create and edit customized headers and footers for their HTML documents. After they are created, Header and Footer Templates are assigned on the Properties screen. See the Header and Footer Templates Tutorial for more information.
  • E-mail Templates - WSD formats all e-mail messages using e-mail templates. WSD recognizes several template variables in addition to standard text when generating an e-mail message. You may include any text in an e-mail template that is allowable in an e-mail message. See the E-mail Templates Tutorial for more information.
  • Page Layout Templates - Users with no knowledge of HTML may populate web pages using pre-defined Page Layout Templates.  These templates specify which portions of a document can be created/edited.  Published pages will be comprised of the HTML code defined by the template along with the content entered by the user into the specified template areas. See the Page Layout Templates Tutorial for more information.
  • Edit Layout Templates - Allow WSD template designers to create data entry formats that are different from the layouts used when the content is actually published to the web site. Edit Layout templates are created the same way as Page Layout Templates, and provide some enhancements over the command sets used to build Page Layout Templates. When creating Edit Layout Templates, designers can use HTML controls to place restrictions on the type of information entered by content contributors, and provide additional javascript-based functionality to assist content contributors when they are entering information to be published. See the Edit Layout Templates Tutorial for more information
  • Directory Index Templates - WSD formats directory indexes if Directory Indexing has been turned on for your site. See the Directory Indexing Tutorial  and the Directory Index Templates Tutorial for more information.

The method that you will use to add and maintain templates for your site depends on the "Modify Templates" setting on the System Policies screen.

  • System Admin - Users with System Administration permissions can revise templates immediately via the Maintain Templates screen (accessed from the System Administration screen).
  • Submit Request -  Users may add and maintain templates via the Submit New Request function available from the WSD Application Desktop and the Edit Request screen.
  • Both - you may use either method to add and maintain templates, depending on your permissions.

Warning: If you decide to use the "Both" setting, your ability to revert templates will be unpredictable because any templates updated using the "System Admin" function will not be versioned.

This document discusses the use of the System Admin type of template administration.

Maintaining Templates

To maintain templates using the Maintain Templates screen, complete the following steps:

  1. On the Maintain Templates screen, select the template type - Email, Header, Footer, Page Layout, Edit Layout or Index - and click CONTINUE.
    • The Maintain <template-type> screen displays.
  2. On the Maintain <template-type> screen, select the action you wish to perform from the following:
    • View Template - allows you to  view the template's HTML code in a browser window.
    • View Template with View Sample -  when you select the "View Sample" checkbox, and click VIEW TEMPLATE, allows you to view the template as it will appear in the published document.
    • Add New Template - On the Add New Template screen, type the file name for the new template and click ADD.  WSD displays the Edit Template screen.
    • Edit Template - On the Edit Template screen, you can select UPLOAD to Upload the new template from your local computer, or EDIT ONLINE to display a browser edit window where you can create the template online using a WYSIWYG or browser editor, depending on your permissions. The click UPDATE to return to the Maintain <template-type> screen.
    • Delete Template - allows you to select the template for deletion. A Confirm Delete Template screen requests that you confirm the deletion. Important: The template will be deleted immediately when you select Delete on the Confirm Delete Template screen. This will not affect published content using the template until you submit a new request to modify the content that uses the deleted template.

Applying a Template

The WebSite Director (WSD) Apply Template function is used to "Apply" a template to published content (Page Layout, Page Header and Page Footer Templates) and directories (Index Templates) that use the changed template, as follows:

  • Page Layout Templates: WSD locates and republishes all documents that use the template being applied. If a field has been added to the template, it will appear empty on the published page, or will contain any default data. If a field has been deleted, the old data is thrown away.
  • Page Header and Page Footer Templates: WSD locates and republishes all documents that use the template being applied.
  • Index Templates: WSD rebuilds all directory Indexes that use the template.

When you use the Apply Template function, an information screen lists the content or directories that were updated, and lists any content or directories that could not be updated along with the reason they were not updated, if known.

If you do not immediately Apply a revised Page Header or Page Footer Template, it will be applied to any document using the template under the following conditions:

    • When a new or modified content referencing the template is published to the web site.
    • When any content within WSD's workflow processing that references the template is viewed or previewed.

The Apply Template function is not available for E-mail and Edit Layout Templates.

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CyberTeams and WebSite Director are registered trademarks of CyberTeams, Inc. All other marks are the property of their respective owners.