EcoStruxure Process Expert: Steps to be followed to duplicate an exiting template

Goals and Symptoms:

This knowledge base explains the steps to duplicate a Template, lets you create a copy or new version of existing templates.

Facts and Changes:

This document can be referred for EcoStruxure Process Expert 2019 version and above

Causes and Fixes:

The Duplicate command that is available in the context-menu of templates in the Global Templates Explorer, lets you create a copy or a new version of any template with the original and/or modified child templates.
For each child template, you can select to keep the original, duplicate (rename or change the version), or replace it by another existing template.
The software informs you if it detects binding-related conflicts because of a template replacement before proceeding with the duplication of the template.

Follow the below steps to duplicate a Template.
1. Find the template that you want to duplicate from the tree view of Global Templates Explorer
2. Right-click the template and select Duplicate.
3. The Duplicate window opens.
4. Configure the parameters for duplicated templates as needed
5. Identifier name can be changed by selecting the Prefix/Suffix option
6. Select a usability state for duplicated templates. You can select either approved or Deprecated
7. The description of the change also can be modified as needed.
8. Click OK
9. If the software detects no binding-related conflicts, it duplicates the template based on your selections; otherwise, the Replace Conflicts dialog box opens.
10. Verify the information that is displayed in the Replace Conflicts dialog box and select the changes as needed.
11. Make sure that the bindings are recreated as per the requirement and validated the template before using it in the project.

Released for: Schneider Electric Canada