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Knowledge Base

Tutorials and tips

BigTemplate Configuration Page can be found in: Jira Administration → Add-ons → BigTemplate.

In case you need to adjust some templates visibility:

  • on the issue page within a particular Jira Project - go to Project settings → BigTemplate
  • on BigPicture modules (Gantt, Resources etc.) within a particular Program - go to Program configuration → Exporting.

General rules

When using Export features of the BigTemplate a few concepts need to be explained:

  • 'TYPE' - a module or space for which export template could be applied.

As BigTemplate provides multiple features and functionalities within the area of our other add-ons (BigGantt and BigPicture) there are 5 TYPEs:

  • PROJECT - exporting data of Jira issues;
  • GANTT - exporting Gantt chart from BigPicture and BigGantt;
  • ROADMAP- exporting Roadmap from BigPicture;
  • RISK - exporting Risks from BigPicture;
  • RESOURCES - exporting Resources from BigPicture.

Managing Templates


This part of Documentation Article refers to the rework of the BigTemplate introduced in version 3.0.0. Features described here were not in place in its earlier versions.

Please be aware that the BigTemplate 3.0.0 is only compatible with BigPicture 6.14.0 (or higher) and BigGantt 3.12.0 (or higher).


After BigTemplate installation you will get a list of templates available for all types. In columns you can find the information about every uploaded template:

  • Type - a module for which export template could be applied
  • Name - template name
  • Description - template description
  • File - uploaded template file
  • Default - when you mark the template as 'default' and e.g. set its context as 'Gantt'. it means that the template is displayed in Gantt module in every Program. You can adjust its visibility on a Program level.


Add new template

  1. Open Add-ons administration page
  2. Open 'Manage templates' in BigTemplate section
  3. Press 'Upload new template' button
  4. Fill following fields: template type (technically: context), name and description, choose file (available file formats: *.doc, *.docx, *.xls, *.xlsx, *.odt, *.mpp, *.mpx) and define if a template should be a default one within its context
  5. Press 'Upload new template' to add new template


Edit existing template

  1. Open Add-ons administration page
  2. Open 'Manage templates' in BigTemplate section
  3. Press 'Edit' button in template row
  4. Modify selected fields: template type (technically: context), name, description, default or change uploaded file (available file formats: *.doc, *.docx, *.xls, *.xlsx, *.odt, *.mpp, *.mpx)
  5. Press 'Save' button to submit


Delete template

  1. Open Add-ons administration page
  2. Open 'Manage templates' in BigTemplate section
  3. Press 'Delete' button ((info)coming soon: before deleting template, system shows you an inline dialog with the number of modules or Jira project your template is currently used in)
  4. Submit using 'Delete' button


Important Notice

BigTemplate cannot define which CONTEXT to use automatically - please test if a template is working correctly in the corresponding CONTEXT. (Please make sure that you are an admin as users will not have permission to edit templates).

Program configuration level

This section will show you how to match your template within BigPicture Program.

There is a big difference between PROJECT template type and GANTT type. The first one is connected with JIRA project and does not allow to use Microsoft Project files (*.mpp,*.mpx).PROJECT templates are available from Jira Issue level. You can use GANTT type from Program level. Microsoft Project files can be used in GANTT template type.

Open Program administration page

Review the list of templates

  1. Open Template section (Exporting tab)
  2. System shows you the list of templates with following columns:
    • Type - a module for which export template could be applied
    • Name - template name
    • Description - template description
    • File - uploaded template file
    • Default - marking template as 'default'

Add new template

  1. Open Program administration page
  2. Open Template section (Exporting tab)
  3. Press 'Upload new template' button
  4. Fill following fields : type, template name and description, choose file (available file formats: *.doc, *.docx, *.xls, *.xlsx, *.odt, *.mpp, *.mpx), define if a template is default
  5. Press 'Upload new template' button to add new template

Add existing template

  1. Open Program administration page
  2. Open Template section (Exporting tab)
  3. Press 'Add existing template' button
  4. Select template from list of available templates (system displays only templates that: are not set as 'default', are set as default but were excluded from the context )
  5. Press 'Add template' button to submit (a template is also added to the template list in global administration)

Exclude template

  1. Open Program administration page
  2. Open Template section (Exporting tab)
  3. Press 'Delete' button
  4. Press 'Delete' to submit (system excludes a template from this particular context. A template is still available to be found on the template lists in a Global Administration, therefore user is allowed to add it to a Program/Project template list again in the future)

Restore default template

  1. Open Program administration page
  2. Open Template section (Exporting tab)
  3. Press 'Restore default templates' button
  4. Press 'Restore' to confirm
  5. System restores all default templates and removes all the other ones from the list (As a default template is understood a template that on the template list global administration is currently set as 'default'



Project configuration level

This section will show you how to match your template within BigPicture Jira Project.

There is a big difference between PROJECT template type and GANTT type. The first one is connected with JIRA project and does not allow to use Microsoft Project files (*.mpp,*.mpx).PROJECT templates are available from Jira Issue level. You can use GANTT type from Program level. Microsoft Project files can be used in GANTT template type.

Open Project administration page

Review the list of templates

  1. Open Template section
  2. System shows you the list of templates with following columns:
    • Type - a module for which export template could be applied (only Project type for Jira Project level)
    • Name - template name
    • Description - template description
    • File - uploaded template file
    • Default - marking template as 'default'


Add new template

  1. Open Project administration page
  2. Open Template section
  3. Press 'Upload new template' button
  4. Fill following fields : type (only Project type available), template name and description, choose file (available file formats: *.doc, *.docx, *.xls, *.xlsx, *.odt, *.mpp, *.mpx), define if a template is default
  5. Press 'Upload new template' button to add new template


Add existing template

  1. Open Project administration page
  2. Open Template section
  3. Press 'Add existing template' button
  4. Select template from list of available templates (system displays only templates that: are not set as 'default', are set as default but were excluded from the context )
  5. Press 'Add template' button to submit (a template is also added to the template list in global administration)


Exclude template

  1. Open Project administration page
  2. Open Template section
  3. Press 'Delete' button
  4. Press 'Delete' to submit (system excludes a template from this particular context. A template is still available to be found on the template lists in a Global Administration, therefore user is allowed to add it to a Program/Project template list again in the future)


Restore default template

  1. Open Project administration page
  2. Open Template section
  3. Press 'Restore default templates' button
  4. Press 'Restore' to confirm
  5. System restores all default templates and removes all the other ones from the list (As a default template is understood a template that on the template list global administration is currently set as 'default')


Templates Customization

New BigTemplate allows us to customize templates which are added to the application for several modules in BigPicture and for the BigGantt. Now, whenever a user decides to export a Gantt chart, a Roadmap information, Resources or Risks arrangement, they may then display it in astylewhichwas pre-customizedtofittheir needs and uploaded by the Jira Admin. Forthatmatterit introduced us to a completely renewed, fresh Template Manager for Resources and Roadmap in BigPicture and the Gantt module in both: BigPicture and BigGantt.

Fixed templates

Templates Manager (Manage Templates) consists of 14 default templates for administrator to choose from. Whenever the template is lost or deleted, admin is free to reload them all with Load Default Templates option, yet the one should note that this functionality can duplicate every pre-loaded template and not replace ones left in the stash. Therefore please bear in mind, it is always a good practice to get rid off all default templates before loading new ones to avoid unwanted conflicts within the app.

Gantt module’s default Export Manager should always have two templates predefined by the default and that includes export to: BMP, JPEG, PDF and PNG files as well as the MS Excel’s XLSX format.

Risks module will always have the MS Excel’s XLSX format enabled and for now this template is not customizable. This functionality will be added in the future releases.

Similar case goes for the Gantt’s third export format: MS Project’s MPP and MPX. Customization within these types of files has been disabled for the time being. Worry not though. Even though this functionality is simplified, it does not leave a user without option to modify it to their needs. Administrators will have a possibility to upload an MPP / MPX file with predefined settings to replace the default template in the manager, with one that would meet user’s needs.

For all other modules the XLSX customization is allowed, yet there are two basic principles the user has to follow in order not to corrupt the data within exported file:

  1. The Spreadsheet and cell style can be modified as the add-on itself will only import data located in the Name Ranges at the same time ignoring the previously undefined cells. Therefore it is not recommended to edit Named Ranges themselves except for the style modification which in this case is only treated as a matter of a cosmetic upgrade.
  2. Names of the sheets within the XLSX file should not be edited by any means in order for the application not to treat the source file as corrupted.

Font requirements

Exports require TrueType fonts installed on the server. Ask your Jira system administrator to install True Type fonts on the system.

For CentOS/RHEL distributions it can be done using:

sudo yum install -y which fontconfig gnu*fonts

For Ubuntu/Debian distributions it can be done using:

sudo apt-get install ttf-mscorefonts-installer

or alternatively

sudo apt-get install ttf-liberation

After the installation restart your Jira server.

Troubleshooting

Q. There is an error "InvalidOperationException: Cannot find any fonts installed on the system." in the logs despite the fonts installed in the system.
A. It seems like an environment problem. In order to fix the issue symlinks to shared fonts should be created in JRE fonts directory. e.g.:

ln -s /usr/share/fonts/* /opt/atlassian/jira/jre/lib/fonts/

Q: After exporting my Gantt view to PDF/PNG all labels are missing.
A: This means you probably don't have any fonts installed. Check if there are TrueType fonts in the fonts directory:

  • for Ubuntu, openSUSE: /usr/share/fonts
  • for Fedora: /usr/local/share/fonts
  • for RHEL: /usr/X11R6/lib/X11/fonts
  • for CentOS: /usr/share/X11/fonts

If you have the fonts installed, check if fontconfig () is installed and execute fc-cache -v to update font caches.

Exporting

Export Manager is accessible from both of our Gantt and WBS management panels in BigPicture and BigGantt. It will store all format templates which your Jira Administrator has predefined ('Assigning Templates' section). With our new manager you are able to export files to various image formats, a Portable Document Format (requires PhantomJS), MS Excel compatible files and two MS Project standards: MPP and MPX. "BUILT-IN" export templates are built-in in the system and can not be modify by user. "CUSTOM" ones can be modified in BIGTEMPLATE add-on administration page. 


Please note that some file formats which are available for export may not be displayed by the default, thereofre it is good to make sure that our Jira Administrator had assigned all necessary file types.

If your license is invalid, you will still be able to export Issues, but not upload or edit Templates. If next to your Template you can see a red icon that says: "File Corrupted", it means the document is unusable due to wrong file format, upload (that in some way has been corrupted) or different file-related problems have occured. In these cases it is recommended to check if the file can be open locally and if all data is in place.

License and troubleshooting

The License tab, which can be found in Jira Administration → Add-ons → License in the BigTemplate section on the left-hand side, contains an amount of useful information. Most importantly, you can check the status of your license, whether it is valid or not. Please remember that you will not be able to upload any new templates if the license has expired or did not go through validation properly.

The Troubleshooting section at the bottom can be used whenever you notice that the app does not function properly. In this case we would suggest to send Fine-grained logs to us. To do so, please click on the Fine-Grained button, then please try to reproduce conditions under which  the problem occured, once more visit this section, Download the log archive and send it to us with a description of the issue via e-mail: support@softwareplant.com or through our ServiceDesk.

BigTemplate below 3.0.0

Below you can find documentation referring to earlier versions of BigTemplate (below 3.0.0)


This part of Documentation Article refers to the rework of the BigTemplate introduced in version 2.5.0. Features described here were not in place in the BigTemplate 2.4.0 and its earlier versions.

Please be aware that the BigTemplate 2.5.0 is only compatible with BigPicture 6.5.0 (or higher) and BigGantt 3.4.0 (or higher)!

Before upgrading your app, please make sure that the other two are also up to date.

BigTemplate Configuration Page can be found in: Jira Administration → Add-ons → BIGTEMPLATE

When using Export features of the BigTemplate a few concepts need to be explained:

  • 'CONTEXT' - a module for which export template could be applied.
  • 'CONTEXT ID' - identifier of this module.

As BigTemplate provides multiple features and functionalities within the area of our other add-ons (BigGantt and BigPicture) there are 5 CONTEXTs:

  • PROJECT - exporting Jira issues;
  • GANTT - exporting Gantt chart from BigPicture and BigGantt;
  • ROADMAP- exporting Roadmap from BigPicture;
  • RISK - exporting Risks from BigPicture;
  • RESOURCES - exporting Resources from BigPicture.

Context ID

Project context

Please open a Jira Project → go to Project Configuration → click 'Templates' in BigTemplate section →intheadressbaryoushould see the following statement: "projectId=10000", where

10000 - will be your Context ID for Project context.

For a BigPicture modules

Go to BigGantt/BigPicture → Manage Gantts/Manage Programs → Choose dedicated Gantt/Program → Go to Gantt/Program configuration → In the adress bar you will see the following: "program=1".

1 - will be your CONTEXT ID for Gantt, Roadmap, Risks, Resources contexts

Managing Templates

After BigTemplate installation you will get a list of default templates available for all contexts.

On this page the only action that can be performed it to add templates to BigTemplate. Matching template with corresponding context is possible from Assign Templates page.

To add template just fill 'Name', 'Description' fields, choose template's file (available file formats: *.doc, *.docx, *.xls, *.xlsx, *.odt, *.mpp, *.mpx), select which embedding you want to choose (only for *.doc and *.docx templates - refer to Customizing templates) and submit your action by clicking 'Create Template' button.


Important Notice:

  1. 'Load Default Templates' button will add ALL templates delivered by BigTemplate app by default to your existing templates (and not override it!). So please use it in caution if you do not wish to create multiple duplicates of one specific template type.
  2. BigTemplate cannot define which CONTEXT to use automatically - please test if a template is working correctly in the corresponding CONTEXT. (Please make sure that you are an admin as users will not have permission to edit templates).
  3. Clicking the blue arrow button right next to a template sheet will download it, as shown below with the Lend form. The on-hover recycle bin icon is used in order to delete templates.
  4. Clicking any of the entries will show an edit button, as well as give you the ability to upload a file again. If you upload a file this way, it will overwrite the previous entry of a given template. You can also edit the name and description if so you desire.
  5. You can select if BigTemplate should use the Styles feature of your word processor, or if it should use hashtags (applies only to PROJECT CONTEXT). Here's the difference in examples:
  • Styles: you need to input a placeholder text, then select it and give it a style of "BT.task.duedate", then format the text
  • Hashtags: You type #BT.task.duedate and format this however you like

Assigning Templates

Global configuration level

After adding template in the previous page you will be able to match this template with all possible CONTEXTs.

  • choose template from 'TEMPLATE' section;
  • choose CONTEXT;
  • choose CONTEXTID or leave this field empty if you want to apply template to all Projects/Programs in CONTEXT.

Project configuration level

This section will show you how to match your template with Project context only. Please notice, that using previous section you will also be able to add Template to Project context. To do so, please open a Jira Project and intheadministrationsidebar you will notice a BigTemplate entry ('Templates' on the left-hand side). Accessing this screen will allow you to add new templates using the top row (type a name and the file upload button will appear). Click Assign Template next to an existing one to use it for your project.


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