Creating a document template

You can create a blank template, start with an existing template and use its content, start with an existing template and remove its content, or start with a sample template.

Procedure

  1. In the Document Studio application, click File > New > New Template Wizard. The New Template Wizard opens and you can click Next.
  2. In the Select Starting Template window, specify a new or existing template.
    • To create a template, select Create a New Template and click Next.
    • To start with an existing template, select Create a New Template starting from an existing base Template.
      1. Click Browse and select an existing template.
      2. To use the data source schema, styles, and master pages but remove the elements from the template content editor, select Clear Template Content.
      3. Edit the Name and Description.
      4. Click Next.
  3. In the Title Page window, select an option for the title page.
    • To use an existing title page, select No Title Page/Use existing Title Page, and then click Next.
    • To create a title page, select Define Template Title Page.
      1. Select the elements to be included in the Template and click Next.
  4. In the Data Sources window, choose your data sources.
    • To add a data source:
      1. Click Add. The New Data Source window opens.
      2. Specify the data source type, data source file, data source ID, and description.
      3. Click OK.
      4. Repeat to create other data sources.
      5. Click Next.
    • To modify the data source that was used in the base template:
      1. Select the data source.
      2. Click Edit.
      3. Specify the data source type, data source file, data source ID, and description.
      4. Click OK.
      5. Repeat for other data sources.
      6. Click Next.
    • To remove a data source:
      1. Select the data source.
      2. Click Remove.
      3. Repeat for other data sources.
      4. Click Next.
  5. In the Master Page window, choose your master page structure.
    • To create a master page:
      1. Click Add. The New Master Page window opens.
      2. Specify a name, description, page orientation, and page size.
      3. Click OK.
      4. Repeat to create other master pages.
      5. Click Next.
    • To modify the master page that was used in the base template:
      1. Select a master page.
      2. Click Edit.
      3. Specify a name, description, page orientation, and page size.
      4. Click OK.
      5. Repeat for other master pages.
      6. Click Next.
    • To remove a master page:
      1. Select the master page.
      2. Click Remove.
      3. Repeat for other master pages.
      4. Click Next.
  6. In the Variables window, choose your variables.
    • To create a variable:
      1. Click Add. The New Variable window opens.
      2. Specify a name, description, default value, and access type.
      3. Click OK.
      4. Repeat to create other variables.
      5. Click Next.
    • To modify the variables that were used in the base template:
      1. Select a variable.
      2. Click Edit.
      3. Specify a name, description, default value, and access type.
      4. Click OK.
      5. Repeat for other variables.
      6. Click Next.
    • To remove a variable:
      1. Select a variable.
      2. Click Remove.
      3. Repeat for other variables.
      4. Click Next.
  7. Review the information in the Summary window and click Finish.
  8. Click File > Save As or click the Save icon on the toolbar. Select a location and enter a filename with a .dta extension.

What to do next

To view the raw schema:
  1. Click Window > Preferences.
  2. Expand RPE.
  3. Select RPE Document Studio.
  4. For the Use Schema annotations for display option, select No.
  5. Click OK to save the change.
When displaying a data source schema, the label annotation is used if present. You can display the names in the Rational® Publishing Engine browser. See Setting preferences.

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