Getting started with creating and customizing templates

The following topics provide important information to review before you get started designing documents that match your organizational requirements.

Overview

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

Conceptual help topic on templates. Document templates
Conceptual help topic on templates. Data source schema
Conceptual help topic on template elements. Template elements in the Palette view
Conceptual help topic on understanding the element and template properties. Template properties reference
Conceptual help topic on the template icons. Visual indicators
Conceptual help topic on tips and tricks when designing templates. Tips and tricks

Getting started

Figure 1. Task flow for report designers. Click any area of the diagram to see more information.
Image map with links for getting started with creating and customizing
templates Creating a document template Adding elements to a template Creating a master page Adding a snippet to a template Adding a data source schema Assigning queries Sorts Filters Creating conditions for template elements Defining and assigning variables Adding data attributes to template elements Adding a data source configuration element Creating and applying a style Style sheets Formatting individual template elements Previewing a document with the document generation wizard

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

Task help topic on creating templates. Designing document templates
Task help topic on configuring remote publishing. Configuring the client applications for remote publishing
Task help topic on importing a template. Importing a template
Task help topic on checking for template errors. Checking for template errors
Task help topic. Configuring run time and formatting flags for the client applications

Samples, tutorials, and videos

Multimedia link Introduction to Rational Publishing Engine 1.2 for beginners
Multimedia link Author a simple report in Rational Publishing Engine 1.2
Tutorials link Jazz™.net tutorial: Create report templates and generate reports for the Design Management application
Multimedia link Rational Publishing Engine Playlist on YouTube

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