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How to: Create and Install a Group Template

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How to: Create and Install a Group Template

This topic shows how to create a Group Template and install it to be used to create new Groups.

A Group Template has the file extension of .drivegt

Create a Group Template

  1. Using Windows Explorer browse to the Source Root Folder of the Group to be used as the template.

    Ensure the Source Root Folder is high enough in the folder structure that it encompasses all relevant files and folders.

    This will ensure that all necessary files with their correct references will be included in the template.

    For example the image below shows Project A, Project B and Project C as the Projects to be used as a template.

    These are located as a sub folder of a Projects folder, which is a sub folder of the Source Root Folder.

    This Source Root Folder is high enough in the folder structure to encompass all required folders.

    Image showing Source Root Folder

  2. In the Source Root Folder create a new file and name it info.xml

    Copy the XML below into this file.

    Change the text Group Template to be the name required to be displayed in the template chooser.

    Save and close.

    <?xml version="1.0" encoding="UTF-8"?>
    <template Name="Group Template" />
  3. In the Source Root Folder create a new folder and name it Description.
  4. In the Description folder create a new file and name it index.html

    Copy the html below into this file.

    Change the text Group Template and Group Template Description to be the text required to be displayed when the template is selected in the template chooser.

    Save and close.

    <!DOCTYPE html>
    <html lang="en" xmlns="http://www.w3.org/1999/xhtml">
        <head>
            <meta charset="utf-8" />
                <title>Group Template Title</title>
                <style type="text/css">
                    html {
                        font-family: 'Segoe UI', Verdana, Arial;
                        font-size: 12px;
                        }
                        h1 {
                            color: #3f5f7f;
                            font-size: 12px;
                        }
                </style>
        </head>
        <body>
            <h1>Group Template</h1>
            <p>Group Template Description</p>
        </body>
    </html>
  5. Optionally an image can be shown for the template. Follow the steps below (Add an Image to the Index File) and return here when done.
  6. Launch DriveWorks Data Management and follow the steps in the How To Pack And Go Your Group and Project section.
    • Include all the Projects required in the Group template are selected in the Select Projects step.
    • Ensure the folder described in Step 1 above is selected as the Source Root Folder in the Additional Options step.
    • Ensure the info.xml and index.html are included in the File Selection step.
  7. Once the Drive Package has been created, rename the .drivepkg file extension to .drivegt.

Add an Image to the Index File

Images can be included in the index.html file by encoding them to base64.

Use a Web Service such as Base64 Image to convert an image to base64.

Once you have the base64 code of the image:

  1. Open the index.html file in an editor (Notepad for example).
  2. Insert the line <img src="INSERT BASE64 HERE" />, as below and replace the text INSERT BASE64 HERE below with the base64 code, obtained from the Base64 Image Encoder service used:
        <body>
            <h1>Group Template</h1>
            <p>Group Template Description</p>       
    
            <img src="INSERT BASE64 HERE" />
    
        </body>

    Ensure the quotes around the base64 code are included.

  3. Continue with the steps for creating the template from above.

Installing a Group Template

If a template is not displaying in DriveWorks after being installed, check that the installer or version of DriveWorks is the one currently being used, as templates are version specific.

If there is an error in the templates data it will not display.

  1. Double-click on the new .drivegt file and the DriveWorks Install Template wizard will automatically launch.
  2. Choose whether this template should be made available to either the Current User or for Everyone (who has access). Click Next.

  3. The DriveWorks Install Template wizard will then launch and complete the task to install the template for the

    users selected.

Uninstall a Group Template

To uninstall a Group Template please follow the steps below:

  1. Open Windows Explorer and navigate to the folder where "Templates" are stored in DriveWorks.

    See Group Template File Location

  2. From the "Groups" folder, select the template you want to uninstall.
  3. Right-click and select "Delete" or press the "Delete" key on your keyboard.

The deleted Group Template will now be uninstalled and no longer available.