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[Evergreen-DocBook.git] / reports / report-shared-template.xml

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+<?xml version="1.0" encoding="utf-8"?>\r
+<chapter xml:id="shared-template" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+   xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+   <info>\r
+      <title>Cloning Shared Templates</title>\r
+   </info>\r
+   <para> This chapter describes how\r
+      to make local copies of shared templates for routine reports or as a starting point for\r
+      customization. When creating a new template it is a good idea to review the shared templates\r
+      first: even if the exact template you need does not exist it is often faster to modify an\r
+      existing template than to build a brand new one. A Local System Administrator account is\r
+      required to clone templates from the <guilabel>Shared Folders</guilabel> section and save them\r
+      to <guilabel>My Folders</guilabel>. </para>\r
+   <para>The steps below assume you have already created at least one <guilabel>Templates</guilabel>\r
+      folder.  If you haven’t done this, please see <xref linkend="folder"/>. </para>\r
+\r
+   <procedure>\r
+      <step>\r
+         <para>Access the reports interface from the <guimenu>Admin (-)</guimenu> menu under <menuchoice>\r
+               <guimenu>Local Administration</guimenu>\r
+               <guimenuitem>Reports</guimenuitem>\r
+            </menuchoice></para>\r
+      </step>\r
+\r
+      <step>\r
+                    <para>Under <guilabel>Shared Folders</guilabel> expand the\r
+                     <guilabel>Templates</guilabel> folder and the subfolder of the report you wish to clone.  To expand the folders click on\r
+                  the grey arrow or folder icon.  Do not click on the blue underlined hyperlink. </para>\r
+      </step>\r
+ <step>\r
+            <para>Click on the subfolder.</para>\r
+</step>\r
+      <step>\r
+         <informalfigure>\r
+            <para>Select the template you wish to clone.  From the\r
+               dropdown menu choose <guimenuitem>Clone selected templates</guimenuitem>, then click\r
+                  <guibutton>Submit</guibutton>.  </para>\r
+\r
+            <para>\r
+               <mediaobject>\r
+                  <imageobject>\r
+                     <imagedata scalefit="0" fileref="../media/shared-template-6.png"/>\r
+                  </imageobject>\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+         <para>By default Evergreen only displays the first 10 items in any folder.  To view all content, change the <guilabel>Limit output</guilabel> setting from <guimenuitem>10</guimenuitem> to <guimenuitem>All</guimenuitem>.</para>   \r
+      </step>\r
+      <step>\r
+         <informalfigure>\r
+            <para>Choose the folder where you want to save the cloned template, then click\r
+                  <guibutton>Select Folder</guibutton>. Only template folders created with your\r
+               account will be visible. If there are no folders to choose from please see <xref\r
+                  linkend="folder"/>.</para>\r
+\r
+            <para>\r
+               <mediaobject>\r
+                  <imageobject>\r
+                     <imagedata scalefit="0" fileref="../media/shared-template-7.png"/>\r
+                  </imageobject>\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+      </step>\r
+\r
+\r
+      <step>\r
+         <informalfigure>\r
+            <para>The cloned template opens in the template editor. From here you may modify the\r
+               template by adding, removing, or editing fields and filters as described in <xref\r
+                  linkend="create-template"/>. Template <guilabel>Name</guilabel> and\r
+                  <guilabel>Description</guilabel> can also be edited. When satisfied with your\r
+               changes click <guibutton>Save</guibutton>.</para>\r
+\r
+            <para>\r
+               <mediaobject>\r
+                  <imageobject>\r
+                     <imagedata width="100%" scalefit="1" fileref="../media/shared-template-9.png"/>\r
+                  </imageobject>\r
+               </mediaobject>\r
+            </para>\r
+         </informalfigure>\r
+      </step>\r
+       <step>   \r
+            <para>Click OK in the resulting confirmation windows.</para> \r
+      </step>\r
+   </procedure>\r
+ <para>Once saved it is not possible to edit a template.  To make changes, clone a template and change the clone.\r
+     </para>\r
+\r
+</chapter>\r