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Application Templates

An Application Template is the model you use for registering a new application in the Configuration Database. An Application Template describes the set of options that applies to an application of a particular type and version.

Before installing a new Genesys application, an Application Template must be available for that application. You can import the generic Application Template that is supplied with every Genesys application, or you can create a new Application Template.

Important
When upgrading previously installed releases of Genesys applications, you must register new Application Templates for the new releases, if the Release Notes indicate that these releases contain new configuration options that are essential for your environment.

Viewing Application Templates

The Application Templates list shows the Application Templates that are in your environment. It is sorted in a hierarchy by Tenants, configuration units, sites, and folders. To view objects by a particular hierarchy, select the hierarchy type in the drop-down menu above the list.

Important
Application Templates that are disabled appear grayed out in the list.

Configuration Manager respects tenancy permission settings. You can access only those objects that you have been granted permissions and privileges to access.

You can filter the contents of this list in two ways:

  • Type the name or partial name of an object in the Quick Filter field.
  • Click the cube icon to open the Tenant Directory filter panel. In this panel, click the Tenant that you want to select. Use the Quick Filter field in this panel to filter the Tenant list.

You can sort the items in the list by clicking a column head. Clicking a column head a second time reverses the sort order. You can add or remove columns by clicking Select Columns.

To select or de-select multiple objects at once, click Select.

Working with Application Templates

To create a new Application Template object, click New. To view or edit details of an existing object, click the name of the object, or click the check-box beside an object and click Edit.

To delete one or more objects, click the check-box beside the object(s) in the list and click Delete. You can also delete individual objects by clicking on the object and then clicking Delete.

Important
You cannot delete an Application Template, if it has already been used to create an Application.

Otherwise, click More to perform the following tasks:

Click the name of an Application Template to view additional information about the object. You can also set permissions, options and application options, and view dependencies.

Important
If you change an application template for any existing application object, GAX displays a warning that the existing configuration options for the application will be replaced with options from the new template. You can choose to do one of the following:
  • Click Yes to replace all current configuration options with the new template.
  • Click No to open another dialog where you can choose whether to keep or replace any matching configuration options. (New options will automatically be appended.)
  • Click Cancel to close the dialog without making any changes.

Procedure: Creating Application Template Objects


Steps

  1. Click New.
  2. Enter the following information. For some fields, you can either enter the name of a value or click Browse to select a value from a list:
    • Name—The name of the Application Template. You must specify a value for this property, and that value must be unique within the Configuration Database. Once you set the value, you cannot change it.
    • Type—The type of application to which the Application Template relates. Once you set the value, you cannot change it.
    • Version—The version of the application to which the Application Template relates. You must specify a value for this property. Once you set the value, you cannot change it. Genesys recommends that you specify the first three digits of the application version.
    • Tenant—In a multi-tenant environment, the Tenant to which this object belongs. This value is automatically set to the Tenant that was specified in the Tenant Directory field in the object list.
    • State Enabled—If selected, indicates that the object is in regular operating condition and can be used without any restrictions.
  3. Click Save.


Procedure: Importing Application Templates

Genesys provides generic templates for all Genesys applications. You can find the .apd files for Application Templates, which come with every version of Genesys software, in the Templates folder on a product CD. To import an Application Template from the .apd file, perform the following procedure:


Steps

  1. Click More, then select Import Application Template.
  2. A new window displays. Click Browse to select an Application Template .apd file to import.
  3. Click OK to upload the Application Template.
  4. Refer to Creating Application Template Objects to finish creating the Application Template object.


Procedure: Importing Application Metadata

You can import an application metadata XML file into an existing or a new Application Template for Application objects. You can perform the following functions by importing application metadata:

  • Define and describe Options which are available for end users to set up in an application.
  • View the available Options within the Application Template object, even before an application object is created, by using the template.
  • Edit or delete the user entered values of Options using the built-in editor. However, you cannot edit or delete the default template values.
Important
The values entered by users in the Application objects are validated against the values defined in the metadata XML file.

To import application metadata from an XML file, perform the following procedure:


Steps

  1. Click Import Metadata. The Import Metadata window displays.
  2. Click Choose File, then browse and select an Application Metadata XML file to import.
  3. Click Upload to upload the Application Metadata.
  4. Click Save. If the metadata is imported successfully, a green banner is displayed along with a confirmation message. If it is not imported, a red banner is displayed with an error message.
  5. Refer to Creating Application Template Objects to finish creating the Application Template object.
  6. Refresh the Options list to view the Options defined through the imported metadata in the Application Template object.

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This page was last modified on 14 June 2018, at 11:40.