Importing of Templates

ESM allows for the importation of templates in XML format, facilitating the addition of new templates or the update of existing data models. This process can handle single templates or entire data models. Import behavior is governed by the system setting `template.import.new.behaviour`. When this setting is `false`, identical technical CODE names in the import file will result in duplicates. If set to `true`, existing items with matching CODE names will be updated instead of duplicated.

To initiate template import, navigate to the Templates view in the Administration UI, select "Import templates" from the template menu, as shown in the screenshot below:

The import process supports file uploads or direct XML text inputs, offering flexibility in data integration.

The incremental import mode, when activated, follows a structured process to validate and integrate the imported configuration, ensuring consistency and preventing data loss. This process includes validation checks, attribute and class updates, and new additions, with error handling to address any conflicts that arise. 

Export of Templates

The export functionality in ESM allows users to generate XML files of templates, either individually or as a complete set. This feature is useful for backing up configurations or transferring templates between ESM environments.

Access the Template export view through the Templates view in the main menu, then select "Export templates" from the template menu, as depicted in the screenshot below:

 The system provides options for selecting specific templates for export or exporting all templates by selecting the "All" checkbox. The export process is completed by clicking "Export", with options to cancel, open, or save the generated XML file.

If the incremental template transport mode is active, the export process includes a validation step to ensure all configurations have the necessary technical codes for unique identification upon import. Missing technical codes will halt the export, with an error message highlighting the affected items.

Localizing Templates

The Efecte Service Management (ESM) platform supports template localization through the admin template editor. This feature is accessible via the "Localization" tab located in the upper right corner of the template editor. The tab presents a table listing all template components row-wise, with translations for different languages organized in separate columns. This functionality enables administrators to tailor template language settings to suit a multi-lingual user base, enhancing accessibility and user experience across diverse regions.