Importing templates

About this task

You can use the import button to import workflow templates that were created in the same version of Marketing OperationsDistributed Marketing that you are using. To import templates from an earlier version of Marketing OperationsDistributed Marketing, you must upgrade.

Procedure

  1. From the Settings menu, select Distributed MarketingMarketing Operations Settings.
  2. Click Template Configuration.
  3. Click the Import icon (Page with diskette and red arrow image).Click Import.

    The Import Templates dialog is displayed.

  4. Enter the path name of the template archive you are importing, or navigate to it using the Browse button.
  5. Select the template types to import. By default, all types are imported; clear any types that you do not want to import.
  6. In the Update Database section, choose which database scripts to run:
    • Drop tables
    • Create/Update tables
    • Drop Lookup Tables
    • Create/Update Lookup Tables

    Checking all the boxes fully imports the template. However, you lose any data you had if you are reimporting the same templates.

    Checking all the boxes fully imports the template. However, if you are reimporting a template and you drop the tables, you lose data in any existing object you created by using the template. For example, if you reimport a campaign project template and drop the tables, you lose any data that you entered in the TCS® in any project that created by using that template.

    Note: If you are concerned about overwriting data, you can examine the SQL script files in the template archive to see the details, and create the necessary tables and columns manually.
  7. Click Continue to import the selected templates.

    A summary page is displayed, detailing templates that are being imported, and any warnings about current template files that are overwritten.

  8. Click:
    • Save Changes to import the templates, or
    • Cancel to stop the import, and avoid overwriting any existing templates.

    The system reads the template files and analyzes them, and reports any errors. Imported templates are saved to the template database, and then all available templates are reloaded from the database.

    Note: The archives that contain the example templates are in the \tools\admin\sample_templates folder under your Marketing OperationsDistributed Marketing installation. Use the archive for your database type. (For example, use sample_templatesDB2 if you are using a DB2® database.)