Template Options

Overview

The Template Options screen shows all available templates, including those being inherited from the hidden OMNI-INF folders. The three basic settings available for template management:

  • Defining the title of the template as seen by end users
  • Assigning an access group whose members will be able to use the template
  • Defining the thumbnail URL that provides the image that is seen by end users

It can be accessed by Level 10 administrators via Setup > Templates.

Template Management Menu Item

Templates, in this context, refer to a set of files by which users can create new content. The templating framework used within OU Campus utilizes XSL and the term "templates" is also used by web developers to informally refer to the <xsl:template> element in XSL stylesheets. These are two separate concepts, and while they can be intertwined within the context of OU Campus templating, they should not be confused.

Template Files Location

In order for templates to show up on the Setup > Templates screen, OU Campus needs to be instructed where to look for the files that comprise a template (TCF, TMPL, and image thumbnail). This is done by configuring the template location inside Site Settings (Setup > Site > Edit > Site).

The first step is to define on which server the template files reside (either on the staging server or production server) and then define the directory path in which OU Campus will look for such files. The directory location is often set to /_resources/ou/templates. Thumbnail images used for templates are commonly included in this directory and, with Binary Management enabled, should be published to the production server.

For more information on how to configure where OU Campus searches for template files, visit the Production Server FTP Settings page of the Site Settings section.

Template Access Settings

Templates are made available to specific user groups for creating new content. Creating new content from a user perspective most frequently includes creating new pages and sometimes new sections, but templates can be more specifically designed to create a new RSS article, new RSS archive, a new folder, and so on.

The ability to limit the use of a template to a specific group helps an administrator manage the creation of new content based on users. When used in conjunction with template groups, it allows different groups of users to see different templates that are assigned to the directories. This provides a very specified control over new pages and sections, as well as other new content creation.

Templates can be used without using template groups as well. For instance, only administrators are to be allowed to create new sections, but all other templates should be readily available to all users in all directories, assigning a group with just administrators as members to the new section templates can be sufficient. However, remember that using template groups is the only way to prevent the basic built-in “New Folder” tool from being made available, and it can also be used to create empty groups if new pages and sections should not be available for creation in a particular directory.

Template Options Panel

The Template Options panel shows the number of templates available, lists the templates and settings, and the templates can be filtered by the value of the Title field.

Three settings for individual templates can be configured here:

  • Title: Defines the friendly name that is shown on the drop-down for the New button and when clicking the New button. The friendly name for a template is also shown when hovering over the list view for template groups and when editing template groups.
  • Group: Allows assignment of a group whose members are able to use the template. Unless otherwise restricted, the template is visible from the Pages list view with the drop-down on the New button and when clicking the New button.
  • Thumbnail URL: Determines the thumbnail image that a user sees for the template. If left blank, the http root, template path, and file name corresponding to template with the .gif appended is automatically populated. For example, if the file name of the TCF is interior.tcf, the file name populated for the image is interior.gif. An image file location can be specified by URL for a location on the production server or other publish target, and other image file formats (e.g., PNG, JPG) are acceptable.

Templates

Configuring the Title for a Template

  1. Navigate to Setup > Templates.
  2. In the Title field, provide a friendly name for the template. The title for the image is displayed when using the New button. This is also used for screen readers and helps fulfill Section 508 compliance requirements. The default Title text is the name of the TCF.

    Template Settings Title

  3. Click Save on the right side of the footer. 

Assigning Access to a Template

Assigning access to a template involves creating a group of users whose member will be allowed to utilize the template. Prior to assigning a group to a template, the group itself should be created in Groups and members assigned to it.

  1. Navigate to Setup > Templates.
  2. For the template, select the group from the Access drop-down. 
    • Selecting "Everyone" makes the template available to all users, who can then create new content using the template. This is the default setting.
    • Selecting a specific group will make the template available only to members of that group.
  3. Click Save. The screen appears the same whether or not Save has been clicked, but if Save is not clicked, all changes are lost when navigating away from the page.

Defining a Thumbnail Image for a Template

  1. Navigate to Setup > Templates.
  2. The Thumbnail URL should be configured with the complete URL (including http://)  for the location of the image on the production server or publish target and is used to represent the template when a user selects new content. If left blank, the http root, template path, and file name corresponding to template with .gif appended is automatically populated. For example, if the file name of the TCF is interior.tcf, the file name populated for the image is interior.gif. An image file location can be specified by URL for a location on the production server or other publish target, and other image file formats (e.g., PNG, JPG) are acceptable. A standard size for the thumbnail is 150px by 150px.
  1. Click Save.