Save and Import a Custom KBACE Template

Use this procedure to save and import a customized Excel template to be used with KBACE Kube Manager.

Prerequisites

To save and import a custom KBACE template

  1. Make all required changes to the Excel spreadsheet.
  2. Select File > Save As from the menu at the top of the screen to go to the Save As form.
  3. Complete the following fields in the following order:

    Field Name

    Required (R) or Optional (O)

    Description

    Save as type:

    R

    Click on the arrow and select Template (*.xlt).

    Save in:

    R

    Click on the arrow and navigate to the folder where the customized template should be saved.

    Click to select the folder.

    Note: Ensure you document which folder the customized template is saved in.

    File Name:

    R

    Enter a file name for the customized template.

  4. Click Save. A Microsoft Excel warning screen will display.
  5. Click Yes. You have saved the template and are ready to import it into the KBACE Kube Manager. The Kube Manager window is displayed.
  6. Click on My Templates on the left side of the screen.
  7. Click Import Template to display the Import Template window.
  8. Go to Look in: at the top of the screen, click on the arrow and navigate to the folder where the customized template was saved (location documented in step 3). Click to select the template file.
  9. Click Open. The Kube Manager My Templates window is displayed with the customized template listed. The template is now available for use with all future imported Kubes.