Copying Organizations From Template

You can copy a template and create new organizations and then modify the organization to meet your requirements. When new organizations are copied from a template, the following objects configured in the template are copied to the new organization.

When objects are created in the new organization, object names are appended with a key value to help identify the object in the new organization. You can specify the key values that must be appended to the object names. By default, object names are appended with key1, key2, and key3 if the key values are not specified.

• Users and User Roles

• Dashboards (Role, Sites, Alarm)

• Marker Templates

• Calendars

• Schedules

• Day Types

• Hardware Profiles

• Rules

1. Click System on the left navigation pane.

2. There are 2 ways to get to the Organization structure page:

   • Click Organizations on the top navigation bar.

   or

   • Click Features on the top navigation bar. Then in the System Menu section, click Organizations.

   All the current available organizations and template organizations are listed on the Organization structure page. Templates can be identified by the icon.

3. Select the template you wish to copy.

4. Click Copy.

5. In the Copy Organization screen, complete the following details:

   Field	Description
   New Organization Name	Enter a unique name for the new organization.
   Description	Enter more details about the organization.
   Target Parent Organization	Enter the parent organization. Only those organizations that can be accessed from your user profile can be selected as a parent organization. This is a mandatory field.
   Copy Template	Turn on the toggle to create the organization from the template without any modifications. If the toggle is turned off, you can specify key values that will be appended to the entity names in the new organization.
   Key1	Enter the key value that will replace key1 values inserted in object names in the template. This helps to identify the objects that belong to the new organization such as users, roles, sites, profiles, and so on. For example, if the template has a user with user name configured as username.<key1> and if this field is configured as orgABC, the organization will have a user with user name as username.orgABC.
   Key2	Enter the key value that will replace key2 values inserted in object names in the template. This helps to identify the objects that belong to the new organization such as users, roles, sites, profiles, and so on. For example, if the template has a user with user name configured as username.<key2> and if this field is configured as orgABC, the organization will have a user with user name as username.orgABC.
   Key3	Enter the key value that will replace key1 values inserted in object names in the template. This helps to identify the objects that belong to the new organization such as users, roles, sites, profiles, and so on. For example, if the template has a user with user name configured as username.<key3> and if this field is configured as orgABC, the organization will have a user with user name as username.orgABC.

6. Click Copy.