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Work with Templates

A template is a framework that defines what will appear in a report, but does not itself include any actual MOVEit data.

A template must include at least one data field. It may also include:

When you first select the Templates tab, all templates display in a list.

Embedded OLE File Template, D50, H100

Initially only pre-defined stock templates display (stock templates contain data fields and column placement only). All stock templates are visible to any user who has access to the Templates tab. Stock templates cannot be deleted or overwritten.

Users can also create custom templates that contain data fields, column placement and filter selections. Custom templates can be public (visible to any use who has access to the Templates tab) or private (visible to the template creator only); you will see only custom templates for which the privacy setting is public. Unlike stock templates, custom templates can be edited, renamed and deleted. If you make a custom template public, any user who has access to the Templates tab will be able to edit, rename, and delete that template.

Note: All users with access to the Templates tab can view the Transfer and Workflow templates (stock and custom); only users with the role of Administrator or System Administrator can view the User Audit and Security templates.

The templates list includes the following information about each template:

Template Name

Name of the template. Names are case-sensitive.

clockicon You will see a clock icon next to the template name if that template is part of a schedule (regardless of schedule status).

Type

Every template has a type. There are four types:

  • Transfer: Transfer templates capture transfer upload and download data for MOVEit DMZ and MOVEit Central, including transfers from ad-hoc and mobile.
  • Workflow: Workflow templates capture workflow, task, and step data for MOVEit Central only.
  • User Audit: User Audit templates capture all actions initiated by a user on MOVEit DMZ and Ipswitch Analytics, which can be used to demonstrate regulatory compliance. These templates shows who accessed the system, what they did, and when. These templates do not include system actions, only actions initiated by a user. Note: MOVEit Central file operations are not captured in User Audit reports because tasks are not user-initiated actions.
  • Security: Security templates capture failed login activity and user/IP lockout activity on MOVEit DMZ and Ipswitch Analytics to help you locate suspicious activity (defined as an excessive number of failed access attempts).

To display only one type of template at a time, select a type from the drop-down menu at the top of the table.

Description

A brief description of the template.

Updated by

The username of the last person to make changes to the template. Stock templates show "system" here.

Updated

The date and time when someone last edited the template.

Details

Displays the following information:

  • ID: A numeric identifier assigned to each template.
  • Privacy setting:
    • Public: Viewable by all users.
    • Private: Viewable only by the user who created the template.
  • Read-only setting:
    • True: Template cannot be modified. All stock template have a read-only setting of True.
    • False: Template can be modified. All custom templates have a read-only setting of False.
  • Creation on: The date/time when the template was created.
  • Created by: The user who created the template. Stock templates show "system" here.

Click a column header to sort templates in ascending or descending order.

Use the Search box to locate a specific template (the asterisk * wildcard is accepted in searches).

To view only certain template types, select that type from the drop down menu:

Embedded OLE File Template, D50, H100

From the Templates tab, you can:

When viewing a template in the Template Editor, you can:

Tips:
Modify any template's fields and filters and then run the template without having to save the template.
Make template modifications and run the template multiple times without saving the underlying template.

See also:

Create a Template
Publish a Custom Template
Edit a Template's Name or Description
Edit a Template's Fields and Filters
Run a Template On Demand
Delete a Template