You can create a template from scratch or use a predefined
template. Sample templates are located in the utils folder.
Procedure
- In Document Studio, click . The Welcome
page displays; click Next.
- In the Select Starting Template window,
specify the template details:
- To create a new template, click Create a New Template,
and then click Next.
- To create a template from a base template, click Create
a New Template starting from an existing base Template.
Edit the information as needed for your template by modifying the Base
template path, Name, Description.
Select the Clear template content check box
to remove the template elements.
- Click Next. TheTitle Page window
opens.
- Select the options for the title page:
- To use an existing title page, select No Title
Page/Use existing Title Page and click Next.
- To define a new Title Page, select Define Template
Title Page. Select the check box next to the options
to select the paragraph elements containing a Title, Subtitle, along
with Table and Section fields to be included in the Template, and
then click Next.
- The Data Sources window displays
the data sources in the base template. You can add, edit or remove
the data sources. To add the data source:
- Click Add. The New
Data Source window opens.
- Specify the data source type, data source file, data
source ID, and description.
- Click OK. In the Data Sources
window, click Next.
To modify a data source click Edit. To
remove a data source, click Remove.
- The Master Pages Structure window
displays all master pages in the base template by default. You can
add, edit or remove the master pages. To add or edit a master page:
- Click Add or Edit. The New
Master Page window opens.
- Specify the name, description, orientation, and size.
- Click OK in the New Master Page
window, and then click Next in the Master
Pages Structure window.
- The Variables window, by default,
displays all variables in the base template. You can add, edit or
remove the variables. To add a variable:
- Click Add or Edit. The New
Variable window opens.
- Specify the name, description, default value, and access.
- Click OK in the New Variable
window, and then click Next in the Variables window.
- Review the information in the Summary window, and then
click Finish.
Note: You can view
raw schema by selecting
No for the
Use schema annotation
for display option in the Document Studio
Preference page.
When displaying a data source schema, the
label annotation
is used if present. You can display the names in the
Rational® Publishing Engine browser.
See
Setting
preferences.
Results
The document template is loaded into Document Studio. Click
File >
Save
As or click the
Save icon on the
toolbar and select the folder and file name for the file. The template
is saved as a .dta file.