Exporting the template spreadsheet

Exporting template configuration properties to an Excel spreadsheet assembles in a single file the information to be deployed to each station.

Prerequisites:

The Template sidebar is open showing the list of templates.
The templates to include in the bulk deployment (already created) are visible in the Template sidebar list.

You may create and deploy more than one Excel file/template file set to complete an entire application installation or include multiple templates as part of the single Excel file. The export function generates a separate Excel worksheet tab for each template.

Perform the following steps:

In the Template sidebar, select one or more templates, right-click and click Export Config.
The File Chooser window opens.
In the File Chooser window, select a destination and name (extension .xls or .xlsx) for the exported file, and click Save.

An Encrypt Document window opens. This document encryption is generally optional, but if the template contains password elements, the exported configurations must be encrypted.
If encryption is desired, enter and confirm the password for unlocking the exported file.
A Select Templates window opens. Click Yes to include string tags as configurations, or No to skip (no other tags, such as marker tags, can be included).
If you clicked “Yes” in the previous window, in this second Select Templates window click the dropdown list in the upper-left corner and select a template. In the example shown here, a template named “Tags” is chosen.
The system populates the table to the right of the dropdown list with the set of string tags that are attached to any component in the chosen template. These are the tags that are available for export. By default, the Selected indicator for all tags is initially set to false.
To include a string tag, click its row in the table. The Selected indicator changes to true.
The table at the bottom of the window contains the accumulated set of tags for export as well as the default value of the tag, which initially is blank.
To change the Default value, select the row in the bottom table, and edit the text in the Tag Id field.
The system populates the Default value in the accumulation table.
NOTE: The system applies the selected tags to the template from which they were selected. If multiple templates have components with the same tag you must select the tag in each applicable template.
Once the accumulation table contains all the tags you need, click OK.

The system creates an Excel spreadsheet in the templates folder.