Install Service Process Templates

Install Templates Individually or in Bulk

1. From the Unified Catalog home page, select the Templates tab.
   The Template Library tab shows the templates available for your license type.
2. To review a template, click Preview on its card. To review the template details, click Open Template.
3. To install a template individually:
   1. From the Template Library tab, click the template card that you want to install.
   2. On the Template Details page, click Install.
   3. On the Install Template page, enter a unique name and description, and then select a catalog and category for the service process.
      

      Note Some templates require additional configuration. Depending on the flow connector associated with the template, a wizard guides you through the installation. Use an existing flow connector or create one.
   4. Turn on Deploy as Active to make the new service process available to users.
   5. Click Install.
      After the service process is created, the Attributes and Products page opens.
4. To install multiple templates:
   1. On the Template Library tab, turn on Select multiple templates.
   2. On each template card, click Select to choose the templates that you want to install.
      

      Note You can’t select templates that require additional configuration for bulk installation. Install these templates individually.
   3. Click Install Selected Templates.
   4. On the Install Templates Details page, complete the row for each service process. Enter a unique name and description, and then select a catalog and category in every empty row.
   5. Click Install.
      When the generation process is complete, you receive an in-app notification.
   6. Click the notification to open the Installation History tab and review the job.
      To review all installation jobs, click View All Jobs.
   7. Access the new service processes from the Installation History or Service Processes tab.

Monitor Installation Progress, Retry Failures, and View History

Track installation jobs, review errors, retry failed installations, and access installation history.

1. From the Templates page, select the Installation History tab.
2. Review the template installation jobs, including their start and end dates, initiating users, and current statuses.
3. Check the Status column for failed installations. To review an error, select View Details for the record.
4. To retry an entire installation job, click the Retry icon.
5. On the Retry Installation page, update the configuration and submit the job.
6. Click Refresh to review the updated service process links, end dates, and statuses.