Managing templates

In this article

Copying a template 

Publishing a template

Managing VM visibility

Updating a VM image

Replacing a VM image within a template

Copying a template

A template contains VM images which are region based which means any given template can only belong to a single region. However a template can be copied either within the same region, or to another region.

To copy a template, follow these steps:

1. From the Left Navigation menu choose Templates, and locate the template in the list
2. Select the arrow icon at the end of the row, then select Copy.
3. In the Copy template window that appears, choose the region to copy the template to.
   • If the same region is selected, this creates a new template using the existing VM images.
   • If a different region is selected, this will copy the VM images to that region.

Publishing a template

If your company has chosen to use role-based access within Heropa, templates can be:

• Published which makes them Public
• Hidden which makes them Private

Before a template can be used by others it needs to be made public by publishing it.

To publish a template, follow these steps:

1. From the Left Navigation menu choose Templates, and then select the template you wish to publish. You will be redirected to the template details page.
2. From the Action dropdown in the Top Navigation menu, choose Publish. The template will now have a status of Public in the templates list page.

To hide a template, follow these steps: 

1. From the Left Navigation menu choose Templates, and then select the template you wish to hide. You will be redirected to the template details page.
2. From the Action dropdown in the Top Navigation menu, choose Hide. The template will now have a status of Private in the templates list page.

Managing VM visibility

All VMs in a template are by default visible in the workspace when an environment is launched from that template.

To control which VMs are visible in the workspace, follow these steps: 

1. From the Left Navigation menu choose Templates, and then select the template you wish to manage VMs visibility for. You will be redirected to the template details page.
2. From the Action dropdown in the Top Navigation menu, choose VM Visibility.
3. In the VM Visibility window that appears, select a VM and use the > and < arrows to make the VM visible / hide the VM respectively.
4. Select Save to save all changes.

Example of when a VM might be hidden from the workspace: A template with a backend database server that you don’t want your end users to see. 

Updating a VM image

See: Updating a VM image

Replacing a VM image within a template

VMs within a template can be managed in the Template itself. In the Details tab for the template, VMs can be easily added or deleted.

However, if the VM or network for a VM have been customized, it's recommended to use the Replace VM capability. This is because with Replace VM, the new VM image inherits the existing configuration, so they don't need to be re-created.

To replace a VM in a template, follow these steps:

1. From the Left Navigation menu choose Templates, and then select the template you wish to replace a VM for. You will be redirected to the template details page.
2. In the Details tab for the template, locate the VM to be replaced.
3. Select the arrow icon at the end of the row, then select Replace.
4. In the Replace VM window that appears, select the VM to replace the existing VM in the template.
5. Select Replace.