Getting started with creating and customizing templates

As a document designer, these tasks can help you get started on designing documents that match your organization requirements.

The following figure summarizes some of the tasks involved. Click any area of the diagram to see more information.

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map with links for getting started with creating and customizing templates Formatting template elements

Overview

You can read the following topics before you create and customize a template.

Conceptual help topic on understanding how the template designing process evolves. Template development process
Review the general template process overview.
Conceptual help topic on understanding how the template designing process evolves. Template elements
This section describes the elements you can use when building a template.
Conceptual help topic on understanding how the template designing process evolves. Elements and properties reference by output format
Review reference information to select elements you when building a template based on Rational Publishing Engine output types.

Getting started

The following topics guide you through the tasks for creating and customizing templates.

Task help topic on creating a template. Configuring the client applications for remote publishing
After the web services are deployed on a server, you can configure the client applications to publish documents remotely.
Task help topic on creating a template. Creating a document template
You can create a blank template, start with an existing template and use its content, start with an existing template and remove its content, or start with a sample template.
Task help topic on creating a template. Adding data source schema
Templates operate with data schemas, not with actual data sources. You can add a data source schema to an open template.
Task help topic on creating a template. Creating dynamic data elements to define at run time
You can include dynamic data source elements to be defined at run time. The Data Source Configuration element allows you to reconfigure a data source.

Samples, tutorials, and videos

Tutorials link Jazz.net tutorial: Create report templates and generate reports for the IBM® Rational Software Architect Design Manager application
Learn how to integrate IBM Rational Software Architect Design Manager with Rational Publishing Engine.
Multimedia link Rational Publishing Engine Playlist on YouTube
Watch videos from the IBM Rational Education team on how to use Rational Publishing Engine or how to integrate data sources with Rational Publishing Engine.
Tutorials link Rational Publishing Engine Examples and Tutorials
Review developerWorks examples and tutorials on how to use Rational Publishing Engine.

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