Template authoring checklist

As you author a template with Rational® Publishing Engine, review the topics that might be helpful while designing in your report.

The following checklists contain the basic tasks that are involved in authoring templates with the Document Studio application.

Tip: Print icon For your convenience, you can print out this checklist to ensure that you complete all of the necessary tasks. Check off each row as you complete the task.
Table 1. Template authoring checklist
Task Check when complete Task details
Decide which data source to use and review the integration documentation for that data source. Go to the help topic about this task.
Decide which output types to design the template for and review the reference information for that output. Go to the help topic about this task.
In Document Studio, create a template. Go to the help topic about this task.
Decide if the configuration layer can be used in your template. Go to the help topic about this task.
If your organization has the Central Management component configured, decide if there are artifacts stored in it that you can include. Go to the help topic about this task.
Add a data source schema. Go to the help topic about this task.
Add elements. Go to the help topic about this task.
Add queries to the elements. Go to the help topic about this task.
Add attributes to the elements. Go to the help topic about this task.
Create variables. Go to the help topic about this task.
Create filters so that a subset of data is accessed rather than an entire data set. Go to the help topic about this task.
Create sorts to organize the data in the output. Go to the help topic about this task.
Create a header and footer in the master page. Go to the help topic about this task.
Add formatting to the output. Go to the help topic about this task.
Check for template errors. Go to the help topic about this task.

After you have completed all of the template authoring tasks, you can begin the document specification tasks. Refer to the Document specification checklist for details.


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