Distributing the template to users

Users must have access to the CBR template in order to create a cell-based workbook with datasets and cell-based data.

The CPM Server installation installs the CBR templates in the \ComshareWeb\CBRWorkbook\Templates default directory. The XLT file preserves the template in its original form and cannot be overwritten unintentionally.

  1. Rename the template prior to distribution.
  2. Optionally, insert data into the template prior to distribution.
  3. Clear any existing data from the workbook prior to distribution to restricted users. Use the Clear Data command.
  4. Distribute the template to users using one of three methods:
    • Email the template. Instruct the users to first save the template to a directory before opening it. They should not attempt to open the template directly from the email.
    • Place the template in a protected location on the LAN. If the template is placed in a public folder, set the file access to Read Only. This protects the template by forcing users to save their customizations as a personal file.
    • Insert a link to the template on a web page.