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Exporting a Process as a Template

You can export a process as a template in order to simplify the creation of future processes that are based on the template.

Note: If you want to use a template on many servers within your own company, do not export the process as a template. Instead, clone the template.

If you are a third-party developer planning on creating templates for the Marketplace, you can optionally include a license key in your template. This will ensure that only people who have legally obtained the license key will be able to import the template. To obtain a license key to include in your template, contact the Marketplace Team.

Note: The license key applies only to the ability to import the template to create and edit processes based on it. The license is not a license to run those processes.

If you want to require a license key, you must first update the CIC Server with that license key. License strings all have the same root name: I3_FEATURE_TEMPLATE_XXXXX

To export a process as a template:

Select the process to export in the Processes list.
Open the File menu and click Export [Name], where "[Name]" is the name of the process.

IPA Designer displays the Export As dialog box (see figure).
In the Name field, specify a logical name that you will recognize later. You may want to use a different name than the name of the original process.
In the Description field, type a helpful description.
Click the Browse button to select an image file for the template. Supported types are .bmp, .ico, .jpg, .png, and .gif.
Do you want to require a license in order for the template to be imported?

If yes, then you must first update the CIC Server with a new license key. Then select the Require license to import check box and specify the license key here.
If no, then skip to the next step.

Click OK.
Specify a file name.

Note: The file extension is .IPATemplate.

Click Save.