Storing Word and Excel Report Templates
You can create and add new and customized Word and Excel Templates for Codebeamer, and the Word or Excel export GUI will show such custom templates. These templates can be stored in the Document Management, where each project has several folders under the .Codebeamer/Templates directory in the Document Management and from a directory in the file system under $CB_HOME/tomcat/webapps/cb/exporttemplates.This can contain templates.
Each export needs different export templates. For example, a TestRun export needs a different template than a simple Tracker Item export.
To separate the templates tailored for certain kinds of export, for example, a TestRun export, each type of export has its own subfolder in the main template directory. For example, when exporting TestRuns the templates are shown from the ../exporttemplates/TestRuns directory in the file system and similarly from the .codeBeamer/Templates/TestRuns directory in the Document Management.
The template directories for different exports are:
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Directory
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What kind of templates?
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Trackers
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Templates for exporting non-categorized Work Items, like Bugs or Tasks
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TestCases
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exporting Test Cases
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TestRuns
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exporting Test Runs
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Coverage
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exporting Coverages
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Traceability
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exporting Traceability reports
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Wiki
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exporting Wiki pages
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Review
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exporting Reviews
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ReleaseNotes
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exporting Release Notes
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TrackerHistory
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exporting Trackers' change history (audit)
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Where should I store the new templates then?
If your template is specific to a certain project, you can add your template to the Document Management directory. However, this template will be only shown for the project where the template is.
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For security reasons, the Excel templates in the Document Management can only be used for export if a System Administrator uploads these. The System Administrator must review the Excel template's content to avoid potential security problems or misuses by the scripts in the templates. As for Word templates, any user's upload can be used for export.
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However, if the template needs to appear in all projects, it should be put into the file system. The limitation is that you need to be System Administrator to access the file system. These templates cannot be limited: they will appear for all users who can do exports.