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Working with Templates
11-8 Active System Manager User Guide, Release 7.1
5. Click Finish to complete the new Template creation.
The new Template opens in the Template editor as a blank page.
You are now ready to add resource types and resource instances, set properties, and define interface
connectivity. For details, see the “Filtering Templates” section on page 11-13.
Saving Templates
You can modify and save any Template if you have permission (or if you are an administrator).
To save a Template, with the working Template open, perform the following:
1. Select a method to open the Save As dialog box (see Figure 11-3):
• On the Active System Manager menu bar, click File > Save or click Save as.
Note On the Active System Manager menu bar, you can click File > Save, provided that there are no
sessions against that Template; otherwise, the results include dependencies.
• On the Active System Manager toolbar, click the Save icon.
• In the Templates view, right-click a Template to save and select Save as.
• In the Template editor, right-click a Template to save and select Save as.
Note Clicking Save As allows you to save the Template as a different name or change the permissions.
- Release 7.1 1
- July 2013 1
- Copyright Notice 2
- Contents 3
- Contents 3 5
- Contents 5 7
- Contents 7 9
- Contents 9 11
- About This Guide 13
- Intended Audience 14
- Organization 14
- About This Guide xi 15
- Conventions 16
- Documentation Lineup 17
- Chapter 1 19
- <Active System 21
- Manager _home> 21
- Perspectives 24
- Opening Perspectives 25
- Navigating Perspectives 25
- Customizing Perspectives 26
- Saving Your Perspective As 27
- Resetting Perspectives 27
- Deleting Perspectives 28
- Using Navigator Views 29
- Filtering 30
- Creating a Filter 31
- Adding Rules to a Filter 31
- Deleting Rules and Filters 33
- Grouping 33
- Opening Navigator Views 34
- Navigating Through the Views 34
- Creating Views 34
- Creating a New View 34
- Creating a Fast View 35
- Opening Files for Editing 37
- Activating Editors 37
- Modifying Editor Preferences 37
- Tiling Editors 38
- Navigating Editors 39
- Using Multi-Editor Functions 39
- Column Header Functionality 40
- Icon Overlays 40
- Pasting Functions 41
- Drag-and-Drop 42
- Fill Feature 42
- Preferences 45
- Content Assist 52
- Icon Icon Name Description 53
- Table 1-11 Icon Overlays 55
- Getting Started 57
- Windows OS 58
- Getting Started 2-3 59
- Server” section on page 2-6 60
- Figure 2-3 60
- Getting Started 2-5 61
- Getting Started 2-7 63
- Account Management 65
- Creating New Server Accounts 66
- Account Management 3-3 67
- Connecting to Server Accounts 69
- Editing Server Accounts 70
- Deleting Server Accounts 71
- User Profile Management 73
- Accessing a User List 74
- Adding New Users 75
- Adding Internal Users 75
- Managing Security Functions 76
- User Profile Management 4-5 77
- Adding LDAP/AD Users 78
- Adding an LDAP/AD Repository 79
- Adding NIS Users 80
- Editing User Profiles 81
- Copying Users 82
- Deleting Users 82
- Switching User Repositories 83
- Resetting a User Password 83
- Activating Users 83
- Deactivating Users 84
- Publishing Login Profiles 84
- User Profile Management 4-13 85
- Deleting Login Profiles 86
- Managing Groups 87
- Adding Groups 88
- User Profile Management 4-17 89
- Editing Groups 90
- Defining Permissions 91
- Modifying Permissions 93
- 3. Click Apply > OK 95
- Inventory Management 97
- Configuring Discovery Setup 100
- Inventory Management 5-5 101
- Running Discovery 103
- Using Resource Types 104
- Creating a New Resource Type 105
- Importing a Resource Type 107
- Inventory Management 5-13 109
- Inventory Management 5-15 111
- Adding Inventory Parameters 113
- Inventory Management 5-19 115
- Using Resource Instances 117
- Building Resource Instances 118
- Inventory Management 5-23 119
- Importing Resource Instances 120
- Copying Resource Instances 121
- Inventory Management 5-27 123
- Inventory Management 5-29 125
- Deleting Resource Instances 126
- Inventory Management 5-31 127
- • Adding Interface Types 128
- • Associating Interface Types 128
- • Deleting Interface Types 128
- Adding Interface Types 129
- Associating Interface Types 130
- Deleting Interface Types 130
- Inventory Management 5-35 131
- Cisco2, and Cisco3) 131
- Linking Resources 132
- Using Resource Links 133
- Importing Inventory 135
- Inventory Management 5-41 137
- Inventory Management 5-43 139
- Inventory Management 5-45 141
- Validating CSV Resource Data 143
- Importing Connectivity 145
- Importing CSV Link Files 147
- Validating CSV Link Files 148
- Importing Validated Links 149
- Exporting Connectivity 150
- Managing Resource Pools 150
- Inventory Management 5-55 151
- 4. Click OK 153
- Modifying Resource Pools 154
- Managing Maintenance Windows 155
- Adding a Maintenance Window 156
- Inventory Management 5-61 157
- Managing Virtual Resources 158
- Inventory Management 5-63 159
- Synchronizing Resources 160
- Viewing Resource Properties 161
- Configure Filter 163
- Configure Grouping 164
- Expand All 164
- Collapse All 164
- Purge Audit Data 164
- Inventory Management 5-69 165
- Monitoring Resources 166
- Editing Data Flow Values 167
- Firmware Management 169
- Prerequisites 170
- Updating Dell Server Firmware 172
- Prerequisite 173
- Orchestration 174
- Custom Operation 175
- Components 176
- Server Template and Profiles 177
- Editing a Server Template 178
- Server Profiles 184
- Using Inventory 187
- Using Inventory 8-3 189
- Accessing Inventory 190
- Using Inventory 8-5 191
- Using Inventory 8-7 193
- Using the Search Function 197
- Using Inventory 8-13 199
- Setting the Default Domain 201
- Repository Management 203
- Repository Management 9-3 205
- Managing Repositories 207
- Creating a New Repository 208
- Repository Management 9-7 209
- Repository Management 9-9 211
- Updating Repository Content 212
- Repository Management 9-11 213
- Instances 214
- Editing Repository Elements 215
- Disassociating Elements 217
- Repository Management 9-17 219
- Overview 220
- Operations 221
- Applications 221
- Editing Resource Adapters 222
- Repository Management 9-21 223
- Repository Management 9-23 225
- Copying Resource Adapters 226
- Importing Resource Adapters 226
- Exporting Resource Adapters 227
- Deleting Resource Adapters 228
- Network Management 229
- Virtual MAC Identities 230
- Virtual IQN Identities 230
- Network Management 10-3 231
- Understanding Networks 232
- Enabling the VLAN ID 233
- Adding or Editing a Network 233
- Deleting a Network 234
- Editing an IP Address Range 235
- Deleting an IP Address Range 235
- Template Management 237
- Template Types 239
- Creating a Logical Template 241
- Working with Templates 242
- Template Management 11-7 243
- Saving Templates 244
- Template Management 11-9 245
- Opening Templates 247
- Closing Templates 248
- Deleting Templates 248
- Filtering Templates 249
- Validating Templates 249
- Importing Templates 251
- Exporting Templates 252
- Attaching a Template Image 253
- Scheduling Templates 254
- Template Management 11-19 255
- Editing Global Parameters 257
- Template Management 11-23 259
- Restoring Archived Templates 260
- Template Management 11-25 261
- Template Management 11-27 263
- Global Parameter 264
- Template Management 11-29 265
- Adding Resource Types 267
- Template Management 11-33 269
- Figure 11-15 271
- Deleting Resource Types 273
- Adding Resource Instances 274
- Template Management 11-39 275
- Modifying Resource Properties 276
- Template Management 11-41 277
- Quick Policy Status Check 278
- Supporting Layer 2 Switching 279
- Setting Up Layer 2 Switching 279
- Defining Templates with VLAN 280
- Template Management 11-45 281
- Using Annotations 282
- Template Management 11-47 283
- Quick Filtering 284
- Link Type Selector 284
- Template Management 11-49 285
- Link Feasibility Toolbar 286
- Switching to the Link Editor 286
- Authoring Interfaces 286
- Template Management 11-51 287
- Managing Template Links 289
- Creating Links 289
- Template Management 11-55 291
- Template Management 11-57 293
- Session Management 295
- Template editor 296
- Working with Running Sessions 297
- Creating an Instant Session 299
- Opening Sessions 300
- Session Management 12-7 301
- Opening the Session Editor 303
- Session Management 12-11 305
- Using the Sessions Calendar 307
- Opening the Session Calendar 309
- Viewing Session Properties 310
- Session Management 12-17 311
- Session Management 12-19 313
- Canceling Sessions 315
- Deleting Sessions 315
- Purging Sessions 315
- Rescheduling Sessions 316
- Session Management 12-23 317
- Session Management 12-25 319
- Managing Session Links 321
- Session Management 12-29 323
- Creating Session Links 325
- Handling Link Preemption 327
- Managing Session Resources 327
- Displaying Resource Status 329
- Displaying Link Status 330
- Session Management 12-37 331
- Adding Resources by Type 332
- Deleting Resources 335
- Archiving Sessions 337
- Restoring Archived Sessions 338
- Setting Archive Bin Rules 339
- Running Archive Bin Rules 341
- Editing Archive Bin Rules 341
- Deleting Archive Bin Rules 341
- VLANCount Value 343
- VLANGroup 345
- Assettag 347
- Session Management 12-55 349
- Saving Sessions 350
- Session Management 12-57 351
- Adding Session Notifications 353
- Session Management 12-61 355
- Editing Session Notifications 356
- Adding Session Reminders 356
- Session Management 12-63 357
- Editing Session Reminders 358
- Deleting Session Reminders 358
- Duplicating Virtual Resources 360
- Relocating Virtual Resources 360
- Scaling Up Virtual Resources 361
- Invoking Resource Adapters 361
- Using the Snapshot Menu 363
- Session Management 12-71 365
- Executing Applications 366
- Opening Resource Adapter Log 366
- Session Management 12-73 367
- Orchestration Management 369
- Understanding Orchestration 370
- Orchestration Types 371
- Selecting Custom Operations 372
- Working with Orchestrations 373
- Creating Orchestrations 374
- Figure 13-5 375
- Orchestration Management 13-9 377
- Re-Executing Failed Steps 379
- Error Handling/Abort on Error 380
- Editing Orchestrations 381
- Deleting Orchestrations 383
- Executing Orchestration 384
- Session Editor 385
- Console View 387
- Working with Test Cases 389
- Starting a Test Case 391
- Viewing Test Case Properties 391
- Stopping a Test Case 391
- Working with Resource Scripts 392
- Starting a Resource Script 393
- Working with Session Scripts 394
- Customizing Script Execution 396
- Starting an Execution 399
- Stopping an Execution 399
- Deleting an Execution ID 400
- Monitoring Execution Output 400
- Reviewing Execution Output 400
- Chapter 15 401
- Reports 15-3 403
- Running a Session Report 404
- Reports 15-5 405
- Running Custom Reports 407
- Printing Reports 409
- Settings 411
- Configuring Settings 413
- Database 414
- Database Backup 415
- Refreshing Database 415
- Database Scheduler 415
- Database-Related Operations 416
- Log File 417
- Settings 16-9 419
- Script Servers 420
- Properties 421
- Updating Properties 422
- Exporting Properties 423
- Dashboard 425
- Managing Widgets 426
- Dashboard 17-3 427
- Adding a Widget 428
- Editing a Widget 429
- Customizing a Widget 429
- Refreshing Widget Content 430
- Deleting a Widget 430
- Changing the Dashboard Layout 431
- Rearranging Dashboard Content 431
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