5.4 Template Builder Interface

Figure 5-2 Template Builder Interface

The following panes displays in the Template Builder window:

Process Tree: This pane displays the Steps, Transitions and Variables added to the Template. User can add Steps or Variables, Edit or Remove Steps, Variables and Transitions.

To perform an action on a Step, Variable or Transition:
- Expand the relevant group in the Tree.
- Select and right-click an existing attribute.
- Select action you want to perform.
Process: This is the main GUI for viewing and creating a Workflow template. For more information on creating a Workflow Template, see “Section 5.4.1, Creating Templates”.
Quick Edit: Select a Step or Transition to see its properties. This pane allows you to edit process attributes.

To edit the details of steps using Quick Edit:
- Click the Process Attribute value in the Quick Edit Pane.
- The attribute values are highlighted indicating Edit Mode.
- Modify the value and click anywhere outside the Quick Edit frame to save the new value.
Messages: This pane displays messages if Steps or Transitions are incomplete. You must resolve any issues listed here before saving the Template.
Overview: This pane displays an overview of the entire Template.
Step Palette: There are four types of Steps in the Step Palette. You can Drag and Drop the Steps into the Process pane.
- Decision Step
- Mail Step
- Manual Step
- Command Step
Activities: The activities added in the Activity Manager are shown in this pane and can be added to a workflow template. The user can also Add, Edit and Remove Activities. For more information, see Section 5.7.5, Managing Activities.

WARNING:Use caution when editing or deleting an Activity that is already in use.

The following icons are used in the Template Builder to represent the Steps:

Table 5-4 Template Builder Icons

Icon	Description
	Start Step: All workflow templates have a Start Step.
	Decision Step: This step provides different execution paths depending on the value of a variable defined in a previous Step.
	Mail Step: This step sends a pre-written email.
	Manual Step: This step indicates that manual work must be performed, often outside the Sentinel system (For example, telephoning the owner of the affected system or analyzing the results of a scan).
	Activity Step: This step is a pre-defined set of Activities.
	Command Step: This step executes a command or script on the iTRAC workflow server, usually installed in the same place as the Data Access Service (DAS). The output of the command can be stored in a string variable and used as input to a Decision Step.
	End Step: This step signifies the completion of a workflow process.

5.4.1 Creating Templates

To create a New Template:

Click the iTRAC tab.
In the navigation pane, click iTRAC Administration > Template Manager.
Click Add. The iTRAC Template Builder window displays.
In the Process Details window, provide a name and description (optional) of the template and click OK.
Drag and drop a Step from the Step Palette or an Activity from the Activities pane into the Process window. Or click the New Step drop-down button in the upper left corner and select one of the following Step types. Or right-click Start step, select Insert New and select one of the following Step types.
Decision Step

Mail Step

Manual Step

Command Step
Add as many Steps and Activities as needed to create the Template.
Create transitions between each Step. To create Transitions, right-click the step after which you need to add transition and click Add Transition.

NOTE:Any step (except for the End step) might have one or more exit transition lines. A Decision step must have at least two exit lines.
Right-click each final step in the Template and click Add End Transition.

NOTE:On the bottom of the iTRAC Template Builder is a message pane that lists any warnings or errors about incomplete steps during the construction.
To save your process, go to File>Save or click Save button.

5.4.2 Managing Templates

After creating a template, you can modify, copy, delete the Template.

Viewing/Editing Templates

To view/edit an Existing Template:

In the Navigator, click iTRAC Administration > Template Manager.
Highlight a template and click View/Edit. The Template builder displays.

Copying Templates

One way to create a new workflow Template is to copy one of the default Templates and modify it.

To copy a Template:

Click the iTRAC tab.
In the Navigator, click iTRAC Administration > Template Manager.
Highlight a template and click Copy. A Template Builder with the copied template displays.
Provide a new name, save and edit the template as needed.

Deleting Templates

Even if you delete a Template, any instantiated workflow processes that are based on that Template still completes normally.

To delete a Template:

Click the iTRAC tab.
In the Navigator, click iTRAC Administration > Template Manager.
Highlight a template and click Delete.