Creating an Analyst's Notebook template

Analyst's Notebook templates define the types of entities and links that you can create and display on a chart.

About this task

By creating an Analyst's Notebook template that maps directly to your database, you can ensure that:

Only entity and link types that are present in your database are added to charts to be extracted.
Mandatory fields are marked within Analyst's Notebook.
Only key attributes are displayed on the chart surface.

Select File > Data > Chart Item Extractor > Create Analyst's Notebook Template.
Select the user whose user permissions you would like to use to create the Analyst's Notebook template.
If Use this User is turned off, your user permissions are used. Alternatively, you can use the permissions of another user by turning on Use this User . For more information, see Creating Analyst's Notebook templates by using a different user account.
Browse to the location where you would like to store your template.
Enter a file name and click Save.
Click OK.

Important: When you create the Analyst's Notebook template, the security level of the logged in user is used to determine access to field information.
When your create a template based on an iBase database, it is your responsibility to ensure that access to any restricted or secret information is controlled in an appropriate way.
One method of controlling the access to data would be to set up user accounts with specific security access to allow specific template generation. See Creating Analyst's Notebook templates by using a different user account for further details.