Sharing Web Interface Customization Templates (4257620)

In environments with multiple ActiveRoles Server instances, there may be multiple Web Interface instances as well.  When customizing the Web Interface, it's common for people to have to make the customizations to each of the sites individually.

The web interface sites configurations are where changes are saved to when making changes to web interfaces such as customizing forms.  When you save your changes, you are prompted to reload the customization.  This action loads the new configuration from the database and overwrites the working copy on the host.  When set up properly, all hosts can share the same configurations in the database, allowing you to only be required to make the changes to a form once and then reloading the configuration on each site to publish the updates.

On your primary web interface host, create your desired sites and configurations (or use one of the default configurations) using the Web Interface Sites Configuration Wizard for 6.x and using the Configuration Center for 7.x. 

Once your sites are created, perform all the customization to forms and such as desired, saving your changes along the way.  When completed, you can move onto the next web interface host.  Using the Web Interface Sites Configuration Wizard or the Configuration Center again, create the same sites as the first host.  Instead of creating a new configuration though, you want to select Use existing configuration and select the appropriate configuration from the list that you created on the first host. 

By doing this, you're creating the link between the web interfaces so they both use the same configuration.  This is what allows the changes to be replicated to each site upon reloading the customization, avoiding having to make the changes more than once.

To reload the configuration manually on each site, use the following steps:

6.x
Hover your mouse over Customization and then click Reload.

7.x
Expand Configuration on the left menu and click Reload.