To use the Relatics template function, a workspace must be designated as one that can produce templates. This template workspace can still be used as a normal workspace.

When the template workspace is sufficiently mature, the power user can create and publish the structure of the workspace as a template. The template workspace will continue to evolve and new updates to the template may be published and distributed.

What is a Relatics template

A Relatics template is the collection of the structure of a workspace, containing:

• The type model
• Views containing the All elements and use cases
• User roles
• Reports

Note:

• The elements containing the project data are not part of the template.

Enable a workspace to publish templates^*

1. In the overview with workspace tiles, click on  Environment administration.
2. In the view Environment administration, click on the menu  Workspaces.
3. Click on the workspace.
4. Click on the button Enable publishing workspace as template.

Notes:

• Enabling template publication for a workspace can not be undone.
• In the Environment administration, in the Workspaces overview, it can be seen which workspaces are subscribed to a template and how many updates are available.

Publish a template version of your workspace^**

1. In the workspace menu, click on  Workspace settings.
2. Click on the menu Templates.
3. Click on the button New template. This opens a new dialog Create template.
4. In the field Name, give a unique name to the template.
5. Optionally, tick the checkbox Postpone publish to publish the template at a later time.
6. The field Changelog can be used to communicate model changes, for instance:
   1. The new, removed, or changed items.
   2. Update instructions.
7. Click on the button Create to make the new version of the template available for connected workspaces.

Note:

• After creating a version of a template, no changes to this version can be made. Whether this template is published or not makes no difference.
• If a template version is not published, it is not available for the subscribed workspaces.
• Subsequent template versions cannot be published until the previous version is.

* In the environment, the administration role of your user must be set to administrator to enable this feature.
** In the workspace, the user type of your user must be set to power user to enable this feature.