Best Practices Guide › DMM Best Practices › Planning the Migration Method › Merging or Selecting Multiple Templates › Merge Templates

Merge Templates

To merge the templates, follow these steps:

1. Create a template file containing only the items you know may need to be migrated for every business unit.
2. Save the template as follows if you are creating a master template from an existing template:
   • Click Options, Save Options.
   • In the Save Options dialog, clear everything except those items you want to save for a master template.
3. Save the template.
4. Create the Template file with the business unit or departmental details.

   This template should include any additional system or application settings and data that may be unique to the business units.

5. Click File, Merge before saving the comprehensive template file.

   A browse dialog lets you browse to the location of the master template. When you select the template to merge, it merges the master template with the business level selections you made.

6. Save this file to use for the business or department level migration.