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Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in Designer and imported into EngageOne.
About template management
Using the advanced search feature

EngageOne Server overview
EngageOne Administration is used to configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne Server Admin and common features available in the web application.
Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in Designer and imported into EngageOne.
- About template management
  - Using the standard search
    This type of search allows you to find resources based on the name of the resource and provides filtering and sorting options.
  - Using the advanced search feature
  - Template operations
- Folder management
  You can define an unlimited number of folders for templates, Active Content, and Message Content.
- Effective dates and withdrawn dates
  Effective date and withdrawn date information is associated with each template version as metadata. When you import a template for the first time (version 1.0), the default value for effective date and withdrawn date is blank. If no effective and withdrawn date are defined, new templates will inherit the properties of the parent folder.
- Spell Checker
  Configure how the spell checker works in EngageOne Interactive by selecting one of the options from the General tab.
- Document Classes
  Use document classes to define metadata fields, associate metadata fields to a template with values for the fields, and search for templates using metadata. EngageOne Interactive and web services support search using metadata fields.
- Working with templates
- Message Content management
- Active Content management
- Working with EngageOne Video
- Working with EngageOne Communicate
External File management
External resources not contained in the template, succh as images (key maps or keyed images), lookup tables, and RTF files.
Delivery management
Before you can use a template in EngageOne Administration you must define a device for viewing and define at least one delivery option.
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
System administration
As an EngageOne Server system administrator you will be responsible for configuration, diagnostics and account activities.
Event Monitor
Events related to the document cycle and administration, these are captured throughout the system and sent to the Event Monitor.
Batch processing
Process accumulated requests from EngageOne Interactive, or process your own multiple or individual files, in a scheduled, or ad hoc manner.
Managing your EngageOne environment
Best practices for managing your EngageOne and safeguarding your environment.
EngageOne Server system monitoring
This section describes how to monitor the EngageOne Server system.
Copyright

Using the advanced search feature

The advanced search allows for more comprehensive search options and presents results in a tabular form.

You can choose from one or more of the following attributes:

Select the required Field Type - Name, Description, Path, Version, Created By or Last Modified By
Keyword Search - allows you to search on free-format text entered in this entry field.
Select the required Data Type - Created Date, Last Modified Date, Effective Date or Withdrawn Date
Note: You can select a single From date or a date range using From and To date selections.

Other points to note:

Templates with missing dependencies are indicated by a red exclamation mark icon in the leftmost column.
Results are displayed in a tabular form and can be sorted on a column sorting control.

Attention:

It is possible to have multiple versions of the same template available in the system. In this scenario, the advanced search applies search criteria to the latest version of the template only; earlier versions are ignored.