Set up templates

Before anyone can create new maps or topics in IXIASOFT CCMS Web, you need templates. Each template uses the default template source files built in IXIASOFT CCMS Desktop, but link the template source files to roles.

1. Plan the templates you want for each role in CCMS Web.
   For example, you might want SMEs to have a simplified set of concept, task, and reference topic templates.
2. Create topic and map templates in IXIASOFT CCMS Desktop that can be used in CCMS Web by taking the following actions:
   1. Log into CCMS Desktop as a System Administrator or other user with permission to configure templates in the TEXTML Administration perspective.
   2. Go to the system/templates folder.
   3. Create map and topic templates for CCMS Web.
      For instructions on creating templates, see the Administration Guide for IXIASOFT CCMS.
      Tip: It is helpful to create a web sub-folder in the maps folder and in the topics folder to easily identify and group templates designed for CCMS Web.
3. In CCMS Web, set up the templates for each role by taking the following actions:
   1. Log in to CCMS Web as a user with Administrator permissions.
   2. Click > Administration.
   3. Click Templates.
   4. Click Map Templates or Topic Templates.
   5. Follow the prompts to create each map or topic template.
      Each template in CCMS Web has the following settings:

      • name
      • description, which is optional but strongly recommended so that users select the correct template
      • source file, a template file created in CCMS Desktop
      • role, such as SME or Writer