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Manage Application Templates
Saving a template procedure
1. Expand the Application
Definitions node in the Password
Manager Console
2. Click the desired application
3. Click Save as template
in the Common Tasks
field
4. Type a description and click OK
5. Click OK
to confirm that the template is saved
6. Click the Application Definitions
node in the console
7. Click Manage templates
in the Common Tasks
field
8. Confirm that the saved application definition appears in the Application
templates list
Exporting a template procedure
1. Click the Application
Definitions node in the Password
Manager Console
2. Click Manage templates
in the Common Tasks
field
3. Click the desired application to export in the Application
templates field
4. Click Export
5. Type a name and select a location to save the template file and click
Save
6. Click Done
on the Manage Templates
screen
Importing a template procedure
1. Click the Application
Definitions node in the Password
Manager Console
2. Click Manage templates
in the Common Tasks
field
3. Click Import Template
4. Browse to the location of the XML template file to import and click
Open
5. Select the imported template from the Application
templates list
6. Click Create Application Definition
7. Type a name and description for the application template and click
Next
8. Type a text label for any custom fields in the application, if applicable,
and click Next
9. Click Finish
in the Confirm settings
screen
10. Click Done
in the Manage Templates
screen
11. Confirm that the imported application now appears under the Application
Definitions node
* All steps taken from CTX-1326AI Password Manager 4.0: Administration,
Pages 84, 85
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