Customizing a sample template

Sample templates are provided as part of the default installation of Rational® Publishing Engine. Use and customize these templates to learn how to use Rational Publishing Engine.

Procedure

  1. In the Document Studio application, click File > New > New Template Wizard. The New Template Wizard opens and you can click Next.
  2. In the Select Starting Template window, select Create a New Template starting from an existing base Template.
    1. Click Browse.
    2. Open the %RPE_HOME%\source\ directory.
    3. Open a sample type directory and its examples folder.
    4. Select a sample .dta file.
    5. To use the data source schema, styles, and master pages but remove the elements from the template content editor, select Clear Template Content.
    6. Edit the Name and Description fields.
    7. Click Next.
  3. In the Title Page window, select an option for the title page.
    • To use an existing title page, select No Title Page/Use existing Title Page, and then click Next.
    • To create a title page, select Define Template Title Page.
      1. Select the elements to be included in the Template and click Next.
  4. In the Data Sources window, choose your data sources.
    • To add a data source:
      1. Click Add. The New Data Source window opens.
      2. Specify the data source type, data source file, data source ID, and description.
      3. Click OK.
      4. Repeat to create other data sources.
      5. Click Next.
    • To modify the data source that was used in the base template:
      1. Select the data source.
      2. Click Edit.
      3. Specify the data source type, data source file, data source ID, and description.
      4. Click OK.
      5. Repeat for other data sources.
      6. Click Next.
    • To remove a data source:
      1. Select the data source.
      2. Click Remove.
      3. Repeat for other data sources.
      4. Click Next.
  5. In the Master Page window, choose your master page structure.
    • To create a master page:
      1. Click Add. The New Master Page window opens.
      2. Specify a name, description, page orientation, and page size.
      3. Click OK.
      4. Repeat to create other master pages.
      5. Click Next.
    • To modify the master page that was used in the base template:
      1. Select a master page.
      2. Click Edit.
      3. Specify a name, description, page orientation, and page size.
      4. Click OK.
      5. Repeat for other master pages.
      6. Click Next.
    • To remove a master page:
      1. Select the master page.
      2. Click Remove.
      3. Repeat for other master pages.
      4. Click Next.
  6. In the Variables window, choose your variables.
    • To create a variable:
      1. Click Add. The New Variable window opens.
      2. Specify a name, description, default value, and access type.
      3. Click OK.
      4. Repeat to create other variables.
      5. Click Next.
    • To modify the variables that were used in the base template:
      1. Select a variable.
      2. Click Edit.
      3. Specify a name, description, default value, and access type.
      4. Click OK.
      5. Repeat for other variables.
      6. Click Next.
    • To remove a variable:
      1. Select a variable.
      2. Click Remove.
      3. Repeat for other variables.
      4. Click Next.
  7. Review the information in the Summary window and click Finish.
  8. Click File > Save As or click the Save icon on the toolbar. Select a location and enter a file name with a .dta extension. If you entered a metadata name for the template, this name is the suggested name for the .dta file.
    Note: You cannot save the template with an asterisk in the file name, even if it was used for the metadata name. If there is an asterisk in the file name, the asterisk is used as a filter when displaying the other files that are available in the directory. If another file matches the pattern in the suggested name for the template, that file displays.

Feedback