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Create new configurations.
Apply to existing configurations to update or modify them.
Creating a Template Configuration
Creating a template configuration required administrative permissions. The process is described here.
Basic Template
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Use
After a template is created and enabled it can be used to create new configurations via the “add configuration” add configuration dialog in a unit:
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Or it can be used to apply it to a existing configuration in the configuration context menu:
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Template
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Tailoring
When creating a configuration from a template there are two options after the title for the new configuration was entered and a template configuration was selected.
When clicking “create” create in the template usage dialog all configuration item that exist in the template configuration will be copied into the newly created configuration.
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As shown in the image above, when tailoring the template usage process, individual configuration items can be excluded. These will then not be copied from the template configuration. For each excluded configuration item a reason must be given.
Template
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Use Protocol
Template usage is documented in a separate tab on the configuration. There it is possible to see which template was used as well as the reasons for excluding configuration items.
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Baseline
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Types
As described here baseline types are basically a label for configuration items. When using a template the baseline types can indicate if a configuration item came from a template or if it was manually added later.
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In the image shown above the baseline types that are shown with a blue checkmark were present in those configuration items in the template configuration (e.g. Quality gate A, y and X for “Config Item C”). The baseline types shown with a green checkmark were added manually on this configuration (e.g. Quality gate y in “Config item E”)
Template
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Use and
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Concept Types
There are three factors that can influence the outcome when applying a template or using a template to create a new configuration:
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The sections shows how each of these influence the resulting configuration when using or applying a template.
Configuration
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Type
The type that a configuration will have when it is created by using a template is not determined by the template. It is configured in the type of the parent units concept type by setting the “Associated Configuration Type” property.
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This configuration concept type decides which property values from the template will be copied to the new configuration. All property types, complex property types and reference types that appear in both the configuration concept type of the template and in the configuration concept type of the new configuration will be copied when the new configuration is created from the template.
“Associated Configuration Item Type” and “Associated Configuration Item Type From Template”
This section talks is about the two properties “Associated Configuration Item Type” and “Associated Configuration Item Type From Template”. Both mean the properties on the configuration concept type of new configuration that gets created when using a template. Not on the configuration concept type of the template itself
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The image below illustrates the different scenarios:
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Manually Set the Template Protocol
The template use protocol displayed in the “Template protocol” tab in the configuration is usually automatically created when a configuration is created by using a template or when a configuration was updated by applying a template. But because it is possible to create configurations directly by calling the cdcm API (see https://smartfacts.atlassian.net/wiki/spaces/CDCM/pages/174424065/Architecture#CDCM-Rest-backend) it is possible to manage information about how configurations should look like outside of cdcm (so called “external templates”). It is then possible when creating a configuration via the api to manually set the template protocol.
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