Cisco Cisco Unified Contact Center Enterprise 9.0(2) User Guide

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Cisco ICM Software Custom Screen Builder User Guide
Chapter 5      Deploying Custom Templates
How to Distribute Templates to Other Template Libraries
WebView only displays templates that contains valid SQL arguments. Therefore, 
you can hide a template by omitting its arguments until you are ready to use it.
WebView only displays templates stored in the standard libraries that ship with 
ICM. Therefore, you can hide a template by creating and storing it in your own 
library file. Once you are ready to use it, you can move it to one of the standard 
template libraries.
How to Distribute Templates to Other Template Libraries
To make a custom report template available from a different Admin Workstation, or 
from a different library on the current Workstation server, you must copy its file and 
move the copy to the desired target library.
There are two ways to move a copy of a template file to a library:
Directly using InfoMaker: If you are copying a template to a different library on the 
current Admin Workstation server, or if you are copying it to a library on a different 
AW and your Admin Workstation server has a direct network connection to the 
target AW, you can complete the move within InfoMaker.
Indirectly using a file transfer: If you are copying a template to a library on a 
different Admin Workstation server and your Admin Workstation server does not 
have
 a direct network connection to the target AW, you must transfer the template’s 
entire library to the target AW using an available file transfer method (for example, 
email attachment, FTP, diskette, etc.). You then use InfoMaker to extract a copy of 
the desired template from the transferred library and place it in the target library. 
How to Move Template Files Using InfoMaker 
Use this method when copying a template to a different library on the current Admin 
Workstation server, or when copying it to a library on a different AW if you have a 
direct network connection to the target AW.
To move as template file using InfoMaker:
1.
Start Cisco Custom Screen Builder.
2.
On the InfoMaker toolbar, click Library.
3.
Browse to the Library containing the template you want to copy. Expand the 
Library to display its templates.
4.
Right-click on the desired template and select Copy from the popup menu. The 
Select Library dialog box opens.
5.
Browse to the target template library.
6.
Click Open. If that library already contains an identically named template, 
InfoMaker will prompt you for confirmation before it overwrites the file.