Converting a solution to a template

You can convert a solution to a template. You use templates to quickly create new solutions that are based on the same design. The template contains all the solution design information, but you cannot edit a template directly or create running cases from a template.

Before you begin

Be sure to have your completed configuration checklist available.

About this task

Converting a solution to a template applies only in the development environment.

By default, new unique identifiers are created when a solution is created from the template.
Important: For most solutions, do not change the default behavior. However, if your solution contains assets that are not managed by Case Builder, such as forms or search templates whose unique identifiers are referenced by programs other than IBM® Business Automation Workflow, you might want to select Include existing unique identifiers to preserve the existing identifiers. If you preserve the existing identifiers, you cannot deploy more than one solution that is based on this template to the same target object store.

Procedure

To convert a solution to a template:

  1. Start the Case administration client.
    Enter the following URL in a browser:
    http://server:port//navigator/?desktop=bawadmin
    where server is the IBM Content Navigator IP address or fully qualified server name, and
    port is the IBM Content Navigator port number.
  2. In the navigation tree in the left pane, select an object store and click Solutions.
  3. On the Solutions page in the right pane, select the solution that you want to convert to a template.
  4. Click Actions > Convert to Solution Template and complete the wizard steps.