{"id":7646,"date":"2017-12-20T14:40:30","date_gmt":"2017-12-20T06:40:30","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=7646"},"modified":"2024-06-28T15:01:27","modified_gmt":"2024-06-28T07:01:27","slug":"creating-templates","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-templates\/","title":{"rendered":"Creating Templates and Attributes"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to IFS OI Server version 4.5.1 and later. For more, see <a href=\"#Release_History\">Release History<\/a>.<\/p>\n<p class=\"note\">This article is about how to create templates and attributes using IFS OI Server Management or the Import\/Export spreadsheet. For general information on templates and attributes, see: \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/templates\/\">Templates<\/a>\u00a0and <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/attributes\/\">Attributes<\/a>.<\/p>\n<p class=\"intro-text\">A <em>template<\/em> in IFS OI Server is a way of defining the attributes of an <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/entities\/\">entity<\/a>.\u00a0All entities that are assigned a template take on the attributes of that template. For example, all <strong><em>Oil Producing Well<\/em><\/strong> templates will have attributes like <em>Tubing Head Pressure, Tubing Head Temperature, <\/em>and<em> Choke Position<\/em>; whereas <em><strong>Water Injection Wells<\/strong><\/em> might have <em>Injection Pressure, Annulus Pressure<\/em>, and <em>Water Flowrate<\/em>.<\/p>\n<p class=\"intro-text\">Note that in common usage the meaning of <em>template<\/em> may change, depending on our\u00a0frame of reference:<\/p>\n<ul class=\"intro-text\">\n<li>When we talk about a template in\u00a0reference to a particular entity, then we are normally referring to the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/glossary\/template-instance\/\">template instance<\/a>.<\/li>\n<li>When we otherwise talk about a template, then we are normally referring to the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/glossary\/template-definition\/\">template definition<\/a>.<\/li>\n<\/ul>\n<div class=\"best-prac\"><i class=\"fa fa-trophy fa-2x fa-pull-left\"><\/i><span class=\"best-prac-text\">BEST PRACTICE<\/span><\/p>\n<p class=\"best-prac-desc\">Before you start, spend some time thinking about what this template represents, and what would be the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/attributes\/\">attributes<\/a> inherited by any entity that is assigned this template. Also think about the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/links-and-the-table-of-contents\/\">links<\/a> that you want to display in the Table of Contents for any\u00a0entity that has\u00a0this template.<\/p>\n<\/div>\n<hr \/>\n<h2 class=\"page-subheading\"><span id=\"Management_Studio\"><span id=\"Management_Studio\">Server Management<\/span><\/span><\/h2>\n<p class=\"intro-text\">In IFS OI Server Management, creating a template with some attributes requires 3 steps, all performed through the Templates menu option:<\/p>\n<ol class=\"intro-text\">\n<li>Creating the template definition, by giving the template a name, description, and template group.<\/li>\n<li>Creating attribute definitions within the template definition.<\/li>\n<li>Creating attribute value definitions.<\/li>\n<\/ol>\n<p class=\"intro-text\">There are 3 prerequisites: you must have already created the template group that you want this template to belong to, and the\u00a0links and icons you intend to assign to this template.\u00a0<\/p>\n<p class=\"left-bar\"><strong>Prerequisite Steps<\/strong>: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-template-groups\/\">Creating Template Groups<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/links-and-the-table-of-contents\/\">Creating Links<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/adding-images\/\">Adding Images<\/a><\/p>\n<p class=\"intro-text\">Once the template is created, it can be assigned to an entity\u00a0- this step will also define where the attribute values will come from for that particular entity.<\/p>\n<p class=\"left-bar\"><strong>Follow-up step<\/strong>: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/configuring-entities\/\">Configuring Entities<\/a><\/p>\n<h3>Creating a Template Definition<\/h3>\n<p class=\"intro-text\">1. Open IFS OI Server Management, and click the <strong>Configuration<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6523\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/09\/configurationicon.png\" alt=\"configurationicon\" width=\"21\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/09\/configurationicon.png 30w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/09\/configurationicon-24x24.png 24w\" sizes=\"auto, (max-width: 21px) 100vw, 21px\" \/>\u00a0icon.\u00a0<\/p>\n<p class=\"intro-text\">2. Click <strong>Templates<\/strong>.<\/p>\n<p class=\"intro-text\">3. Click <strong>Create New Template<\/strong>.<\/p>\n<p class=\"intro-text\">Note: If you want to edit an existing template or its attributes, select the template from the list below the Create button.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-27508 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list.png\" alt=\"\" width=\"1195\" height=\"549\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list.png 1195w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list-768x353.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list-150x69.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list-36x17.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template45-list-48x22.png 48w\" sizes=\"auto, (max-width: 1195px) 100vw, 1195px\" \/><\/a><\/p>\n<p class=\"intro-text\">4. Give the template\u00a0a <strong>Name <\/strong>and\u00a0<strong>Description<\/strong>.<\/p>\n<ul class=\"intro-text\">\n<li>The name cannot contain any reserved characters.\u00a0<\/li>\n<li>For the description, it\u2019s often useful to provide a broader explanation\u00a0of the purpose of the template\u00a0and how it will be used.\u00a0<\/li>\n<\/ul>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/reserved-characters-keywords\/\">Reserved Characters &amp; Keywords<\/a><\/p>\n<p class=\"intro-text\">5. Assign a <strong>Template Group<\/strong> and <strong>Icon<\/strong>.<\/p>\n<ul class=\"intro-text\">\n<li>The template group and icon must already exist in the system.<\/li>\n<\/ul>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-template-groups\/\">Creating Template Groups<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/adding-images\/\">Adding Images<\/a><\/p>\n<p class=\"intro-text\">6. <strong>Link Behaviour<\/strong>. By default, all links assigned to the template will be shown in Explorer's Table of Contents, regardless of whether or not it is the primary template for an entity.\u00a0<br \/>\nIf you want only the links on the primary template to appear, select the '<strong>Show links only when assigned as primary template<\/strong>' check box.<\/p>\n<p class=\"intro-text\">7. <strong>Visibility<\/strong>. By default, all templates assigned to an entity will appear in Explorer, in places such as the Hierarchy Navigator.<br \/>\nIf you do not want the template to appear, select the '<strong>Set as Internal<\/strong>' check box.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27877\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility.png\" alt=\"\" width=\"774\" height=\"175\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility.png 774w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility-768x174.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility-150x34.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility-24x5.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility-36x8.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/templates446-visibility-48x11.png 48w\" sizes=\"auto, (max-width: 774px) 100vw, 774px\" \/><\/a><\/p>\n<p class=\"intro-text\">5. Assign the <strong>Links<\/strong> you want to associate with this template.\u00a0<\/p>\n<ul class=\"intro-text\">\n<li>Links will appear in the Table of Contents for any entity that has designated this template as its primary template.<\/li>\n<li>Links must already exist in the system. If a link doesn't exist, you should add it after you have saved this template.<\/li>\n<\/ul>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/links-and-the-table-of-contents\/\">Links and the Table of Contents<\/a><\/p>\n<p class=\"intro-text\">6. When you have finished, click the <strong>Save<\/strong> button in the top right corner.<\/p>\n<h3>Creating Attribute Definitions<\/h3>\n<p class=\"left-bar-blue\"><strong>Refresher<\/strong>: Where an <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/entities\/\">entity<\/a> defines a real world or conceptual object, it is the <em>attributes <\/em>of an entity that describe the characteristics of that object. It\u2019s these characteristics, or <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/attributes\/\">attributes<\/a>, that are associated with data that we generally want to model. For example, the suction pressure of a pump.\u00a0We can break these attributes down even further to gain an insight into different aspects of that attribute, called <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/glossary\/attribute-value\/\">attribute values<\/a>. For example, the maximum allowed suction pressure. We define attributes within a template because the template models the type of entity we will assign\u00a0it to.<\/p>\n<p class=\"intro-text\">7. After the template is saved, you will have the opportunity to create\u00a0attributes and assign them to the template.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25030\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute.png\" alt=\"\" width=\"846\" height=\"1523\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute.png 846w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute-768x1383.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute-83x150.png 83w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute-13x24.png 13w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute-20x36.png 20w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-addattribute-27x48.png 27w\" sizes=\"auto, (max-width: 846px) 100vw, 846px\" \/><\/a><\/p>\n<p class=\"intro-text\">8. To assign an attribute to the template, click the \"<strong>Create One Now<\/strong>\" button.<\/p>\n<p class=\"intro-text\">The <strong>Attribute<\/strong> screen appears, which is where you create the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/glossary\/attribute-definition\/\">attribute definition<\/a>\u00a0in the template you are editing.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18726 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute.png\" width=\"829\" height=\"612\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute.png 829w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute-768x567.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute-150x111.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute-24x18.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute-36x27.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/create-attribute-48x35.png 48w\" sizes=\"auto, (max-width: 829px) 100vw, 829px\" \/><\/a><\/p>\n<p class=\"intro-text\">9. Give the attribute\u00a0a <strong>name<\/strong>,\u00a0<strong>description<\/strong>, <strong>attribute\u00a0group<\/strong>, and\u00a0<strong>data type.<\/strong><\/p>\n<ul class=\"intro-text\">\n<li>The name cannot contain any <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/reserved-characters-keywords\/\">reserved characters<\/a>.\u00a0<\/li>\n<li>For the description, it\u2019s often useful to provide a broader explanation\u00a0of what the attribute represents.\u00a0<\/li>\n<li>The <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-attribute-groups\/\">attribute\u00a0group<\/a> must already exist in the system.<\/li>\n<li>If the attribute is coming from a <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/connecting-your-data\/creating-a-dataset-datasource\/\">dataset datasource<\/a>, choose <strong>Matrix<\/strong>. If the attribute is coming from a <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/connecting-your-data\/creating-a-tag-datasource\/\">tag datasource<\/a>, choose <strong>TimeSeries<\/strong>.<\/li>\n<\/ul>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/data-types\/\">Data Formats and Data Types<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/datasources\/\">Datasources and Adaptors<\/a><\/p>\n<p class=\"intro-text\">10. When you have finished, click the <strong>Save<\/strong> button in the top right corner.<\/p>\n<h3>Creating Attribute Value Definitions<\/h3>\n<p class=\"intro-text\">After the attribute\u00a0is saved, you will have the opportunity to create and assign the\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/glossary\/attribute-value-definition\/\">attribute value definition<\/a>\u00a0(i.e. different aspects of the attribute such as planned, actual, min, max etc).<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25031\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue.png\" alt=\"\" width=\"1173\" height=\"1010\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue.png 1173w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue-768x661.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue-150x129.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue-24x21.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue-36x31.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attributevalue-48x41.png 48w\" sizes=\"auto, (max-width: 1173px) 100vw, 1173px\" \/><\/a>\u00a0<\/p>\n<p class=\"intro-text\">11. To assign an attribute value, click the \"<strong>Create One Now<\/strong>\" button.<\/p>\n<p class=\"intro-text\">The <strong>Attribute Value<\/strong> screen appears, which is where you create\u00a0the attribute value definition.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-12175 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef.png\" alt=\"\" width=\"690\" height=\"466\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef.png 690w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef-150x101.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef-24x16.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef-36x24.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attributevaluedef-48x32.png 48w\" sizes=\"auto, (max-width: 690px) 100vw, 690px\" \/><\/a><\/p>\n<p class=\"intro-text\">\u00a012.\u00a0When you have finished, click the <strong>Save<\/strong> button in the top right corner.<\/p>\n<p class=\"note\">Done! You now have a template with assigned attributes, which you can now <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/configuring-entities\/\">assign to an entity<\/a>.<\/p>\n<p class=\"left-bar-yellow\"><strong>Tip<\/strong>: To navigate back to your attributes and templates, use the breadcrumb at the top of the page. The bold items are the instances that can be edited.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb.png\" rel=\"attachment wp-att-12166 lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18728 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb.png\" width=\"632\" height=\"57\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb.png 632w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb-150x14.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb-24x2.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb-36x3.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/attribute-breadcrumb-48x4.png 48w\" sizes=\"auto, (max-width: 632px) 100vw, 632px\" \/><\/a><\/p>\n<p class=\"intro-text\">\u00a0<\/p>\n<hr \/>\n<h2 class=\"page-subheading\"><span id=\"ImportExport_Spreadsheet\">Import\/Export Spreadsheet<\/span><\/h2>\n<p class=\"intro-text\">The Import\/Export spreadsheet is generally only used to make bulk changes.\u00a0<\/p>\n<p class=\"left-bar\">For details on the spreadsheet and how to obtain it, see\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/exporting-your-config\/\">Exporting Your Configuration<\/a>.<\/p>\n<p class=\"intro-text\">If you want to create templates and attributes as part of a bulk configuration, you need to\u00a0use the following\u00a0tabs in the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/tips-on-filling-in-the-import-spreadsheet\/\">Import\/Export spreadsheet<\/a>:<\/p>\n<ul>\n<li class=\"intro-text\">Template Definition<\/li>\n<li class=\"intro-text\">Attribute Definition<\/li>\n<\/ul>\n<p class=\"note\">Note: These tabs simply define the templates and attributes, but do not associate them with entities. The entity assignment is done using the <em>Template Instance<\/em> and <em>Attribute Value<\/em> tabs, which are described in <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/configuring-entities\/\">Configuring Entities<\/a>.<\/p>\n<p class=\"intro-text\">Look for the red\u00a0comment <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6551\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/09\/commentred.png\" alt=\"commentred\" width=\"5\" height=\"5\" \/>\u00a0icon in the row headers, to get help with each column.<\/p>\n<p class=\"intro-text\">DO NOT fill in or change anything in the Global Id field \u2013 this is the unique identifier for the template\u00a0group\u00a0that allows it to be tracked across systems, and when it is renamed. It is automatically generated by the system.\u00a0<\/p>\n<h3>Template Definition Tab<\/h3>\n<p class=\"intro-text\">The screenshot below shows an example of configured template definitions (click to enlarge). The fields are the same as the ones in the first step of\u00a0configuring a template definition in Server Management, using the above instructions on this page.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-30114\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def.png\" alt=\"\" width=\"1816\" height=\"252\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def.png 1816w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def-768x107.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def-150x21.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def-1280x178.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def-24x3.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def-36x5.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/impex-451-template-def-48x7.png 48w\" sizes=\"auto, (max-width: 1816px) 100vw, 1816px\" \/><\/a><\/p>\n<h4><span id=\"Dependencies\">Dependencies<\/span><\/h4>\n<p class=\"intro-text\">The Template Definition tab has dependencies with the following tabs: Link Group, Link, Image Group, Image, and Template Group.<\/p>\n<p class=\"left-bar\">Read more:\u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/tips-on-filling-in-the-import-spreadsheet\/#Tip_4_Understand_object_dependencies\">Understanding Object Dependencies<\/a><\/p>\n<h5><span id=\"Direct_Dependencies\">Direct Dependencies<\/span><\/h5>\n<p class=\"intro-text\">The Template Definition tab is directly dependent on 3 other tabs; Template Group, Link Group, and Link;\u00a0because columns on the Template Definition tab directly reference columns on those tabs.<\/p>\n<table>\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>This column<\/strong><\/td>\n<td><strong>On this tab<\/strong><\/td>\n<td><strong>Why you need to pay attention<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Template Group<\/td>\n<td>Required by the 'Template Group' column on the Template Definition\u00a0tab.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Link Group<\/td>\n<td>Required by the 'Link Group' column on the Template Definition\u00a0tab.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Link<\/td>\n<td>Required by the 'Link Name' column on the Template Definition\u00a0tab.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Image Group<\/td>\n<td>Required by the 'Image Group' column on the Template Definition\u00a0tab.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Image<\/td>\n<td>Required by the 'Image Name' column on the Template Definition\u00a0tab.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h5><span id=\"Cascading_Dependencies\">Cascading Dependencies<\/span><\/h5>\n<p class=\"intro-text\">A cascading dependency exists when a dependent tab (above) has additional dependencies. \u00a0These are the columns that you need to pay attention to:<\/p>\n<table>\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>This column<\/strong><\/td>\n<td><strong>On this tab<\/strong><\/td>\n<td><strong>Why you need to pay attention\u00a0<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Link Group<\/td>\n<td>In addition to the direct dependency above, this is also required by the Link tab.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Image Group<\/td>\n<td>In addition to the direct dependency above, this is also required by the Image tab.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">Here is a diagram of the dependent tabs and columns. Use this to help you visualise how the dependencies work, and ensure all required columns are completed. Use the comments inside the spreadsheet to help you.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-30123\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies.png\" alt=\"\" width=\"382\" height=\"665\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies.png 382w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies-86x150.png 86w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies-14x24.png 14w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies-21x36.png 21w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Template-Def-451-Dependencies-28x48.png 28w\" sizes=\"auto, (max-width: 382px) 100vw, 382px\" \/><\/a><\/p>\n<h3>Attribute Definition Tab<\/h3>\n<p class=\"intro-text\">Attributes and attribute values are both assigned to templates by using the <strong>Attribute Definition<\/strong> tab. \u00a0<\/p>\n<p class=\"intro-text\">The screenshot below shows an example of a template that has some attributes and attribute values assigned (click to enlarge).\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25033\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab.png\" alt=\"\" width=\"1917\" height=\"313\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab.png 1917w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-768x125.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-150x24.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1280x209.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-36x6.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-48x8.png 48w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/a><\/p>\n<p class=\"intro-text\">There are 2 important parts to this tab: the <em>Attribute Definitions<\/em> and the <em>Attribute Value Definitions<\/em>.<\/p>\n<p class=\"intro-text\">Let's first look at the <strong>Attribute Definitions<\/strong>.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25035\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1.png\" alt=\"\" width=\"845\" height=\"282\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1.png 845w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1-768x256.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1-150x50.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1-24x8.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1-36x12.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-1-48x16.png 48w\" sizes=\"auto, (max-width: 845px) 100vw, 845px\" \/><\/a><\/p>\n<p class=\"intro-text\">You can see that the <strong>Oil Producing Well<\/strong> template has been assigned the following attributes:<\/p>\n<ul class=\"intro-text\">\n<li>Choke<\/li>\n<li>CO2 Content<\/li>\n<li>Gas Production<\/li>\n<li>Hrs Online<\/li>\n<li>Mercury Content<\/li>\n<li>Oil Flowrate<\/li>\n<li>Oil Production<\/li>\n<li>Status<\/li>\n<li>THP<\/li>\n<li>THT<\/li>\n<li>Water Production<\/li>\n<\/ul>\n<p class=\"intro-text\">Each attribute is on a different row, and each attribute has a Data Type, Attribute Group, and Description.<\/p>\n<p class=\"intro-text\">Now, let's focus on the THP attribute on row 11, and scan across to look at columns G-J (click to enlarge). These columns define an <strong>attribute value definition<\/strong>\u00a0for the planned THP value from the well.\u00a0<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25036\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2.png\" alt=\"\" width=\"1917\" height=\"313\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2.png 1917w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2-768x125.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2-150x24.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2-1280x209.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2-24x4.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2-36x6.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/template446-attribute-def-tab-2-48x8.png 48w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/a><\/p>\n<p class=\"intro-text\">To add more <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/glossary\/attribute-value-definition\/\">attribute value definitions<\/a> for an attribute, you need to add more repeating sections\u00a0like G-J. If you look at columns K-N, you will see that they add another attribute value definition - this time for the Actual THP value.\u00a0<\/p>\n<p class=\"intro-text\">You can add as many attribute value definitions as you need to, such as Max or Min, by adding more repeating sections like columns G-J.<\/p>\n<p class=\"intro-text\">Note that ONE of these must be the <strong>default value<\/strong> (Is Default = TRUE) so that IFS OI Server knows what data to serve if an attribute value definition is not specified by a consuming application.<\/p>\n<p class=\"note\">Done! You have now configured your templates with assigned attributes. You can now <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/configuring-entities\/\">assign these templates to entities<\/a>\u00a0and pull in values for the attributes.<\/p>\n<h4><span id=\"Dependencies\">Dependencies<\/span><\/h4>\n<p class=\"intro-text\">The Attribute Definition tab has dependencies with the following tabs: Link Group, Link, Image Group, Image, Template Group, Template Definition, and Attribute Group.<\/p>\n<h5><span id=\"Direct_Dependencies\">Direct Dependencies<\/span><\/h5>\n<p class=\"intro-text\">The Attribute Definition tab is directly dependent on 2 other tabs, Template Definition and Attribute Group, because columns on the Attribute Definition tab directly reference columns on those tabs.<\/p>\n<table>\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\"><strong>This column<\/strong><\/td>\n<td><strong>On this tab<\/strong><\/td>\n<td><strong>Why you need to pay attention<\/strong><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Template\u00a0Definition<\/td>\n<td>Required by the 'Template Definition' column on the Attribute Definition\u00a0tab.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"padding-left: 5px;\">Name<\/td>\n<td>Attribute Group<\/td>\n<td>Required by the 'Attribute Group' column on the Attribute Definition\u00a0tab.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h5><span id=\"Cascading_Dependencies\">Cascading Dependencies<\/span><\/h5>\n<p class=\"intro-text\">Because the Attribute Definition tab has a direct dependency on the <strong>Template Definition<\/strong> tab, all cascading dependencies from the Template Definition tab also apply to the Attribute Definition tab. See the table above for these cascading dependencies.<\/p>\n<p class=\"intro-text\">Here is a diagram of the dependent tabs and columns. Use this to help you visualise how the dependencies work, and ensure all required columns are completed. Use the comments inside the spreadsheet to help you.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-30163\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend.png\" alt=\"\" width=\"597\" height=\"703\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend.png 597w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend-127x150.png 127w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend-20x24.png 20w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend-31x36.png 31w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/11\/Attribute-def-451-depend-41x48.png 41w\" sizes=\"auto, (max-width: 597px) 100vw, 597px\" \/><\/a><\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/importexport\/updating-the-config\/\">Updating the Configuration<\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Creating Templates and Attributes 4.5.1 (this release)\n<ul class=\"overview\">\n<li>Added 'Image' and 'Image Group' tabs to the import\/export spreadsheet<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-templates\/creating-templates-and-attributes-4-4-6\/\">Creating Templates and Attributes 4.4.6<\/a>\n<ul class=\"intro-text\">\n<li>Added 'Link Behaviour' and 'Visibility' fields<\/li>\n<li>Changed the default link behaviour so that now all template links are propagated, unless otherwise specified.\u00a0<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-templates\/creating-templates-and-attributes-4-4\/\">Creating Templates and Attributes 4.4<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A template in IFS OI Server is a way of defining the attributes of an entity. All entities that are assigned a template take on the attributes of that template.  This article is about how to create templates using IFS OI Server Management Studio or the Import\/Export spreadsheet. <\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/configuring-your-system\/creating-templates\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":18722,"parent":5556,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[11],"tags":[109,284],"class_list":["post-7646","page","type-page","status-publish","has-post-thumbnail","hentry","category-tutorial","tag-attributes","tag-templates","Version-4-5-1","Version-4-5-2","Version-4-5-3","Version-4-5-4","Product-srv"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/7646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=7646"}],"version-history":[{"count":4,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/7646\/revisions"}],"predecessor-version":[{"id":67743,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/7646\/revisions\/67743"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/5556"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/18722"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=7646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=7646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=7646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}