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Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in EngageOne™ Designer and imported into EngageOne™.
Effective dates and withdrawn dates
Effective date and withdrawn date information is associated with each template version as metadata. When you import a template for the first time (version 1.0), the default value for effective date and withdrawn date is blank. If no effective and withdrawn date are defined, new templates will inherit the properties of the parent folder.

Overview
Configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne™ Server Administration 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 EngageOne™ Designer and imported into EngageOne™.
- About template management
- 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- Effective dates and withdrawn dates
  Effective date and withdrawn date information is associated with each template version as metadata. When you import a template for the first time (version 1.0), the default value for effective date and withdrawn date is blank. If no effective and withdrawn date are defined, new templates will inherit the properties of the parent folder.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.
Notices

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.

When you import a subsequent version of a template (2.0 or greater), the template will inherit the metadata properties of the previous version. If the effective date and withdrawn date had been specified for the previous version, the default value for effective date in the new version will be the current date, and the default value for withdrawn date will be "2999-12-31". If the values are blank, the new version inherits the blank value. Use the Version tab to modify the effective date and withdrawn date.

During template search or document processing, template selection is based on finding the template whose effective date is less than or equal to the input effective date, and withdrawn date is greater than the entered effective date. The most recent version of a template is used if more than one template if found, or if the effective date is not specified.

The following table shows the effective date and withdrawn date for two template versions:


Version 1		Version 2
Template Effective Date	Template Withdrawn Date	Template Effective Date	Template Withdrawn Date	Input Effective Date	Template Version Returned
2012-02-01	<Blank>	2012-03-01	2012-03-15	2012-02-01	1.0
2012-02-01	<Blank>	2012-03-01	2012-03-15	2012-02-07	1.0
2012-02-01	<Blank>	2012-03-01	2012-03-15	2012-03-01	2.0
2012-02-01	<Blank>	2012-03-01	2012-03-15	2012-03-07	2.0

Scenarios that illustrate the results for different effective dates and withdrawn dates:

If you search for a template with an input effective date of 2012-02-01 or 2012-02-07, version 1.0 is returned.
If you search for a template with an input effective date of 2012-03-01 or 2012-03-07, version 2.0 is returned.
If the effective date is outside the effective date range, the system returns an error message that no template was found.
If input effective date is not specified, the current date is used as the effective date:
- If the current date is in the range for version 2.0, version 2.0 is returned.
- If the current date is before or after the range for version 2.0, version 1.0 is returned.