Save and Save As  – Use to save the current template or to perform a Save As to create a new template. When you’re adding a new template from the Data Mapping window and click Save, you are returned to the mapping window after the save. From there, you can process the active import with the newly set up template used for the import’s mapping and configuration.

Delete – Click to delete the template. You will be prompted to confirm the deletion. Advanced and casual users can delete only their own personal templates, not global templates.

Exit – Click to close the window without making any changes and return to the window you were on. You will be prompted to continue without saving if the template has been modified.

Help – Click to access help that is specific to templates.

Name, Description, and Type – Give the template a name and description. Type to Personal or Global. Global templates can be used by other data import users. Personal templates are meant only for your use.

Note: The template description is different that the import description. For each import that uses the template, you can use the Description field on its Data Import Mapping window to give the import a unique description.

Delete Category Data Before Import – The property tells Stratum whether or not to clear all category import before the new data is imported. Select this option if you want to have all existing data from ALL measures of the Target category to be cleared before the new data is imported. If left deselected, imported data is added to existing measure data.

Allow Schema Drift and Continue Processing – This property tells Stratum how to treat changes to the import file / table that do not match the template’s data mapping details.

• It’s selected by default which means the import will adapt to differences between your template mapping and what’s in your import file / table. Processing will continue if there are differences. Data Import will use automatic mapping logic when new columns / fields are added in the import file / table that didn’t exist when the template mapping was originally set up. Also, if non-essential columns are missing or removed from your source file / table, the import will continue processing.

• Deselect this option if you don’t want to allow imports to proceed when there is a difference between the import file / table and the template data mapping. If differences are found, the Data Import will end in an error. You will need to change the format of the source data or use a different template. Use this option if you want to be aware of any changes to your import files / tables.

Configuration – This section is read-only. It reflects configuration settings that were set up when you mapped the import that was the starting point for this Template. Information that shows in the Import Configuration window for an import is what shows in this part of the maintenance window.

Mapping – This section is read-only. It reflects mapping that was set up when you mapped the import that was the starting point for this Template. Information that shows in the Data Mapping window for an import is what shows in this part of the maintenance window.

Owner and Other Information – This included an Owner property where see the current owner of change the template owner. Other information tells you when the template was created, last updated, and last used. The Template ID shows here too.