XFMEA/RCM++/RBI Templates Manager

In XFMEA/RCM++/RBI, the Templates Manager allows you to manage the configurable templates for customized reports, saved queries or importing/exporting data via Excel. To open the utility, choose File > Manage Database > Templates Manager (or use the command in the Reports window ribbon).

If a standard database (*.rsr20) is currently open, you will be managing the templates in the standard templates file (*.xrt20) that is currently active for your computer. You can click the Browse button to select a different templates file to use. You can select a file from the current version of the software, or you can upgrade a file from a previous version by choosing the appropriate file type in the Browse window. If you open an older version templates file, an upgraded copy will be created, with "_V20" appended to the filename. For example, if you open "MyTemplates.xrt10," the Version 2020 file that is created will be called "MyTemplates_V20.xrt20."

If an enterprise database (SQL Server or Oracle) is currently open, you will be managing the templates stored within the enterprise database itself.

The utility has three tabs, one for report templates, one for query templates and another for import/export templates.

Active File and Reset Templates

When a standard database (*.rsr20) is currently open, the Reset Templates button will be displayed at the bottom of the window.

This button restores the default file that is shipped with the software (XRUT.xrt20) and makes it active for your computer/username. This will not replace whatever file currently exists. Rather, it will create a new standard templates file in the ReliaSoft folder under My Documents on your computer (e.g., C:\Users\<your USERNAME>\My Documents\ReliaSoft\Common). If a file with the name XRUT.xrt20 already exists in this location, then the new filename will have an increment at the end (e.g., XRUT1.xrt20).

Import Templates

To import existing templates, select the tab for the type of template you want to import (Report, Query or Import/Export) and then click the Import button.

In the Import Templates window, select the Standard template (*.xrt20) or enterprise database (*.rserp) file that the templates will be imported from.

The table displays a list of the templates that have been defined in the selected file or database. Select the templates that you want to import, and then click OK to start the import.