Template Manager

You manage PBX templates using the Template Manager.  This dialog, shown below, is invoked when you select Integrations | Templates from the main menu.

The table on the left lists all templates that have been imported into the active list.  For each such template, it lists the template name, the number of ports currently using that template, and the date and time when the template was last modified.  Along the right-hand side of the dialog are a series of buttons allowing you to edit, copy, delete, create or import templates, as well as a button to close the dialog.

Edit

Select a template from the list and then click Edit to open the template for editing.  Alternatively, you can just double-click on the template in the list to do the same thing.  Refer to the Integration Template Editor section for a detailed discussion of PBX template editing.

Copy

Select a template from the list and then click Copy to make a copy of an existing template.  This will open a dialog in which you can enter the name for the new template, as shown below.

Enter the new filename (do not include the file extension; that will be added automatically).  Click OK to make the copy or Cancel to close the dialog without copying the template.

Delete

Select a template from the list.  If the Used field is greater than zero, the delete action is not available. You cannot delete a file that is in use by even one port.  However, if the Used count is zero, then you can click Delete to delete the template.  The system will prompt for confirmation; click Yes to delete the file or No to cancel the action. This will only delete the file from the active list; it will not affect any factory default templates.

New

Click New to create a new PBX template from scratch.  This will open the Integration Template Editor with the Save button disabled.  After you have configured all the settings as desired, click Save As to give the new template a name and save the file.  It will then appear in the active list and you will be able to assign it to any voice port.

Import

Several templates for a number of popular switches are provided by the manufacturer for your convenience.  By default, all of these templates are kept in a special directory where you cannot access them directly.  Instead, you must import into the active list any template file you wish to use.

This separation has two advantages.  First, it keeps the active list uncluttered because only the templates you have imported (and, presumably, are using) are shown in the list.  That makes it easier for you to find the template when you want to edit it or to assign it to a port.   Second, it ensures that for any factory-supplied template, there is a default copy you can revert to if the active copy becomes corrupted or is otherwise unusable.  In such a case, you simply re-import the original copy over the top of the corrupted copy.

Click Import to open the Import Integration Template dialog, as shown below.

In the table view, select the template(s) you want to import (using the Ctrl or Shift key to select multiple templates) and then click OK to import them.  If you already have a copy of the template in the active list, you will be prompted to confirm that you wish to overwrite it.  Click Yes to do so or No to cancel the action.

To close the dialog without importing any templates, click Cancel.

Note: For SIP-enabled systems, there is only one default template, a generic template called SIP.  This is because on SIP-enabled systems your PBX template is automatically created for you by the Setup Wizard based on your selections within the wizard.  The import feature is thus more useful for non-SIP systems.