TEMPLATE MAINTENANCE

To maintain Print Templates, the following authorizations are required:

  • 282|Preview print templates
  • 283|Update print templates tab
  • 284|Import/export print templates
  • 285|Delete print templates
To customize a template, a user would export an existing template from the Millennium server to their PC. This will allow the user to start with a template that already has the appropriate data library defined and available for dragging and dropping. Once the template has been modified using iReport, the new template may be imported back into Millennium.

Exporting Print Templates

To export a template, highlight it in the list and click the Export button. A folder selection pop-up window will open; find and highlight the folder where you want to save the template. Click the Choose a directory button to close the pop-up window and export the template to the folder path displaying in the "File Name" input box.

Note that it is not possible to choose a file name for the template files, only a folder. Exported files will have the names with which they were imported.

Editing Print Templates

Print Templates may be customized for local needs using a third party freeware product called iReport from JasperSoft Corp. (Some limited customization is also possible using a text editor such as Notepad). For information about customizing Print Templates using iReports, refer to the Print Templates Wiki.

Importing Print Templates

After editing and saving the template in the third party application, click the Import button. In the file selection pop-up window, find and highlight the template file to import, as well as any associated graphics files. Click Open.

You will be prompted for a Name and Description for your templates. "Name" is the short label (max. 10 characters); "Description" can be a longer descriptive text (max. 25 characters). When importing a print template, you cannot use a name that is already in use by an existing template. In order to reuse a name, you must rename or delete the existing template.

Previewing Print Templates

You can view a template by selecting the template from the Preferred Templates or Other Templates list and then clicking Preview. The template displays in a separate window.

NOTE: Be careful to import the image file at the same time if your template uses one (e.g. the library logotype embedded in the template). Multiple files can be selected by using the Shift or Control keys while clicking on the file names. Errors like "Failed to create preview" or "The document was rendered but could not be printed." will occur if your template contains references to a graphic, but the graphic file was not imported with the template file.

Renaming Print Templates

You can rename a template by selecting the template from the Preferred Templates or Other Templates list and then clicking Rename. You are then prompted to enter a name of up to 10 characters and a description of up to 25 characters for the template. Both name and description can contain standard alphanumeric characters only and cannot contain the underscore character.

Deleting Print Templates

You can delete a template by selecting the template from the Preferred Templates or Other Templates list and then clicking Delete.

NOTE: Deleting a Print Template will only remove it from Millennium, not from the folder where it is currently stored on your PC or network.

NOTE ABOUT DEFAULT TEMPLATES: The Print Templates feature comes with a set of default templates. These are identified by a leading underscore character in the template's name (e.g., "_7005gyld" in the list shown above). The default templates are intended to serve as a solid foundation for further customization by individual libraries. These source templates can be exported but not renamed or deleted by the user. For additional information, refer to the Innovative Guide and Reference, Page # 107687: Creating Customized Print Templates and the Print Templates Wiki.