Manage site templates

From the Site Templates page, you can create, search for, view, modify, and delete site templates.

The following topics provide how-to instructions for managing site templates:

Related topic:

Create a site template

You can create site templates for Connect:Direct and file services interface sites.

A site template contains the same fields as the corresponding transfer site. Within those fields you can provide hardcoded values such as a server name or port number, or you can provide a placeholder parameter. You can specify an optional default value as part of a placeholder parameter. This default value can be changed after the site template is applied to a transfer site. When you select a site template while defining an account transfer site, you can provide values tailored for a specific transfer site in each field that specified a placeholder parameter.

Note You can create multiple site templates, but each site template must have a unique name.

SecureTransport provides a placeholder parameter you can use when you do not want to hard code values in the fields for the site template. A placeholder parameter is associated only with the site template where it is used. You can, however, specify different placeholder parameters for each site template you create. A placeholder parameter consist of two parts, the placeholder name and an optional default value. The format for entering a placeholder parameter is:

%{PlaceholderName|DefaultValue}

where PlaceholderName is the name of the placeholder parameter and DefaultValue is an optional default value assigned to a specific field.

Note If you are using the optional default value, it must be separated from the placeholder name by the | character.

For example, the placeholder parameter %{ServerPort|456} has both a placeholder name and a default value. In this example, the placeholder parameter is entered in the Local server port field and a server port number of 456 is used by all transfer sites that apply this site template and accept the default value.

Placeholder names can only contain the following characters: a-z, A-Z, 0-9, and the underscore (_). The first character of a placeholder name cannot be a digit. The default value can use any characters, but to include a right brace (}), precede it with a backslash (\}).

Placeholder examples:

%{ServerPort|456}

pull %{pullTransferFile}

Note The placeholder parameter cannot include regular expressions.
  1. Select Accounts > Site Templates.
  2. The Site Templates page is displayed.
  3. Click New Site Template to create the template.
  4. Type a site template name in the Template Name field.
  5. Select Connect:Direct or the file services interface protocol from the Transfer Protocol list.
  6. Complete the remaining fields for the transfer protocol you selected.
  7. Note You can use placeholder parameters or hardcoded values for each field or script. For more information about the fields, see Connect:Direct transfer sites and File services interface protocol transfer sites.
    All the fields for the site template must have a value or a placeholder parameter.

  8. Click Add to save the site template. Click Cancel to close the page without saving the site template.

Search for a site template

Use the following procedure to search for a site template.

  1. Select Accounts > Site Templates.
  2. The Site Templates page is displayed.
  3. In the Search pane, type all or part of a site template name and click Search. Wildcards are not accepted.
  4. All site templates that match the search criteria are displayed.
Note You can use individual characters to search for a template, such as typing a 1 to see all site templates that contain a 1 in the name. If you have site templates named NDM1, 1NDM, and NDM 1, all three site templates are displayed. If you have a fourth site template named NDM2, it is not displayed.

View a site template

Use the following procedure to view a site template.

  1. Select Accounts > Site Templates.
  2. The Site Templates page is displayed.
  3. Click the site template name. The Edit Transfer Site Template page is displayed. Use this page to view the site template settings.
  4. Click Save or Cancel to return to the Site Templates page.

Modify a site template

Use the following procedure to modify a site template.

  1. Select Accounts > Site Templates.
  2. The Site Templates page is displayed.
  3. Click the site template name. The Edit Transfer Site Template page is displayed.
  4. Modify any fields you want to change.
  5. Click Save to return to the Site Templates page. Click Cancel to close the site template without saving the changes.

Delete a site template

Use the following procedure to delete a site template.

  1. Select Accounts > Site Templates.
  2. The Site Templates page is displayed.
  3. Select one or more site templates.
  4. Click Delete to remove the site templates. A dialog box displays asking you to confirm the deletion. Click OK to continue or Cancel to stop.

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