Creating a template

You can create a template using the instructions provided here through Web Administration Tool.

About this task

After you have created a realm, your next step is to create a user template. A template helps you to organize the information you want to enter. Expand the Realms and templates category in the navigation area of the Web Administration Tool.

Procedure

  1. Click Add user template.
    • If you have preexisting templates, you can select a template to have its settings copied to the template you are creating. However, in this task you are creating your first template.
    • Enter the name for the template, for example, template1.
    • Enter the location where the template is going to reside. For replication purposes, locate the template in the subtree of the realm that is going to use this template. For example, for the realm you created in the previous operations cn=realm1,o=sample, locate the template in the subtree o=sample. You can also click Browse to select a different subtree for the location of the template.
  2. Click Next. You can click Finish to create an empty template. You can later add information to the template, see Editing a template.
  3. If you clicked Next, choose the structural object class for the template, for example inetOrgPerson. You can also add any auxiliary object classes that you want.
  4. Click Next.
  5. Select a naming attribute from the Naming attribute drop-down menu. This attribute is used for the RDNĀ® of each entry in a realm that uses the template. The naming attribute, for example givenName, must have a value that is unique to each member in the realm that uses this template. The value is the display name for the user entry in the user lists for user and group tasks. For example, if the givenName is the naming attribute and Bob Garcia is entered, the entry appears as Bob Garcia in the appropriate user lists.
  6. A Required tab has been created on the template. You can modify the information contained on this tab.
    1. Select Required in the tab menu and click Edit. The Edit tab panel is displayed. You see the name of the tab Required and the selected attributes that are required by the object class, inetOrgPerson:
      • *sn - surname
      • *cn - common name
      Note: The * denotes required information.
    2. If you want to add additional information to this tab, select the attribute from the Attributes menu. For example, select departmentNumber and click Add. Select employeeNumber and click Add. Select title and click Add. The Selected attributes menu now reads:
      • title
      • employeeNumber
      • departmentNumber
      • *sn
      • *cn
    3. You can rearrange the way that these fields appear on the template by highlighting the selected attribute and clicking Move up or Move down. This changes the position of the attribute by one position. Repeat this procedure until you have the attributes arranged in the order you want them. For example,
      • *sn
      • *cn
      • title
      • employeeNumber
      • departmentNumber
    4. You can also modify each selected attribute.
      1. Highlight the attribute in the Selected attributes box and click Edit.
      2. You can change the display name of the field used on the template. For example, if you want departmentNumber to be displayed as Department number enter that into the Display name field.
      3. You can also supply a default value to prefill the attribute field in the template. For example, if most of the users that are going to be entered are members of Department 789, you can enter 789 as the default value. The field on the template is prefilled with 789. The value can be changed when you add the actual user information.
      4. Click OK.
    5. Click OK.
  7. To create another tab category for additional information, click Add.
    • Enter the name for the new tab. For example, Address information.
    • For this tab, select the attributes from the Attributes menu. For example, select homePostalAddress and click Add. Select postOfficeBox and click Add. Select telephoneNumber and click Add. Select homePhone and click Add. Select facsimileTelephoneNumber and click Add. The Selected attributes menu reads:
      • homePostalAddress
      • postOfficeBox
      • telephoneNumber
      • homePhone
      • facsimileTelephoneNumber
    • You can rearrange the way that these fields appear on the template by highlighting the selected attribute and clicking Move up or Move down. This changes the position of the attribute by one position. Repeat this procedure until you have the attributes arranged in the order you want them. For example,
      • homePostalAddress
      • postOfficeBox
      • telephoneNumber
      • facsimileTelephoneNumber
      • homePhone
    • Click OK.
  8. Repeat this process for as many tabs as you want to create. When you are finished click Finish to create the template.