Edit a project template

To edit a project template, open the template and modify the content to appear by default in projects created with the template. You can also edit the template name and description that are displayed on the template card to describe the content of the template.
  1. In the main toolbar, select
    Project
    .
    The Start page opens.
  2. Open the template by selecting either:
    • Recent template. Select
      Home
       or select
      Open
       and then select
      Recent
       to select the template to open.
    • Remote template. Select
      Open
       and then select
      Remote
       to select the template to open, or enter a
      Remote URL
       and
      Location
       to select a remote template.
    • Optix template. Select
      Open
       and then select
      Templates
       to select the Optix template to open.
  3. Change the content in the Optix template.
  4. Save the Optix template with:
    • The same name. From the toolbar, select
      Save icon
      Save
      .
    • A different name:
      1. Name
        . Enter the name of the Optix template.
      2. Save as type
        . Select Optix Template (*.optixt).
      3. Location
        . The location for templates is read-only.
        NOTE: Optix templates are stored in
        C:\Users\Username\Documents\Rockwell Automation\FactoryTalk Optix\ProjectTemplates
        . Optix template names are prepended with FTOptix_template_.
      4. (optional)
        Use Version Control
        . Select to track changes made to the Optix template and store the template in a Git repository.
      5. (optional)
        Encrypt secrets
        . Select to encrypt sensitive data contained in the Optix template.
      6. Select
        OK
        .
    • The same name and committed to the repository. From the toolbar, select
      Save
      Save and Commit
      .
  5. Change the default template name and description that appear on the card when selecting the template:
    1. In
      Properties
      , in
      Display name
      , type a descriptive name of the template.
    2. In
      Description
      , type a description such as the purpose of the template.
      TIP: Lengthy template descriptions are truncated but appear in full when hovering over the description on the template card.
  6. To close the template, from the main toolbar, select
    Project icon
    Project
    , and then on the Start page, select
    Close Project
    .
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