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Intro

Instance templates allow advanced Domo Everywhere users to manage custom templates for managed instances from a central control panel. Custom templates include the following:

• Domo features
• Roles
• Groups
• Branding

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• Access instance templates
• Create an instance template
  • Instance template settings
    • Choose default role
    • Configure content sharing
    • Control authentication
    • Configure branding
    • Configure email settings
    • Enable Upgrade Path
• Edit a template
• Apply a template
• Duplicate a template
• Delete a template

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Access Instance Templates

You can create and manage instance templates from the Instance management page in the Domo Everywhere settings.

1. Go to Admin (the Admin Settings).
2. Under Domo Everywhere, select Instance management.
3. Go to the Templates tab on the Instance management page.
   

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Create an Instance Template

From the Templates tab, you can manage existing templates or create new templates. Follow these steps to create a new template:

1. Select + New Template.
   
   The New instance template modal opens.
   
2. In the modal’s left sidebar, enter a name and optional description for your template.
3. In the sidebar under Settings, configure the template settings described below.
4. Save your template.
5. (Required) Apply your template to any managed instances where you want the instance template to take effect.

Your template now displays in the list within the Templates tab.

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Instance Template Settings

Instance template settings allow you to configure elements like content sharing and authentication. Each setting includes one or more toggles. For some settings, you must determine a value or range of values.

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Choose Default Role

In the User permissions & access section, selecting a Default user role allows you to choose the default role assigned to all new users in the managed instance. Any role can be selected as the default role, including custom roles. Use the Default user role dropdown to select the desired role. Learn about system and custom roles.

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Configure Content Sharing

In the User permissions & access section, Default group access allows you to control the managed instance’s auto-subscription to your publications. If you select the Enable default group access button, everyone in the managed instance’s default group can access all content published from the instance. If you select the Disable default group access button, previously shared content remains shared, but future publications do not automatically share with the default group.

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Control Authentication

In the User permissions & access section, Single sign-on (SSO) allows you to control whether the managed instance uses SAML for single sign-on (SSO) authentication. Select Disable SSO to turn off SSO and remove any SAML configurations in the managed instance.

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Configure Branding

The Brand Kit section allows you to configure branding settings for the managed instance’s background, white labeling, fonts, and colors—all powered by Domo Brand Kit. The Brand Kit settings are as follows:

• Login background — Choose a solid color or image for your managed instance’s background. Images must be JPG or PNG files and smaller than 2MB.

• Domo branding — Choose to display or hide Domo branding in the managed instance.
• Additional Domo branding — Choose to display or hide additional Domo branding in the managed instance. You can use it to hide the ” Powered by Domo” message that may be added to certain content types when you select Hide Domo branding in the Domo branding settings.
• Domo discovery — You can control whether users in the managed instance can find specific uses in Domo, such as Search, Profile, Approval, and Certifications.
• Navigation header — If you select the Hide navigation header option, the navigation header is no longer visible in your instance.

• Fonts — Choose a primary font for your managed instance. If you select a custom font, you must also select a secondary font. Learn more about fonts, including custom-acquired fonts.

• Charts — Use the dropdown to choose a default color palette for charts. Learn how to manage palettes and chart colors.

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Configure Email Settings

The Email preferences section allows you to configure the outgoing mail server and email template for Domo-generated emails including the password reset and Domo invite emails.

• Outgoing mail server allows you to select an SMTP configuration for Domo-generated emails. Use the dropdown to select a configured SMTP server if you have configured one. Learn more about configuring an SMTP server.
• In Custom email template, you can select Enable custom email to do the following:
  1. Enable the Brand Kit email template feature for the managed instance.
  2. Override any configured header and footer in the managed instance with the contents of Email header and Email footer in the template.

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Enable Upgrade Path

The Upgrade path section allows you to configure an upgrade path for your instance. Select Display upgrade path and complete the following steps to configure the upgrade path:

1. (Optional) Subscribe to notifications so that you receive an alert when someone follows the upgrade path.
2. Choose the button you want to display on all pages in the managed instance (including inside App Studio). You can choose either a static default button configuration or to mirror the custom configuration defined in the Upgrade Path settings.
3. Choose a card to display as the modal content. You can select any card from your instance to display the upgrade path button; however, a card specifically built for the upgrade path works best.
   

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Edit a Template

You can edit an existing template listed in the Templates tab.

1. Access Domo Everywhere Instance management > Templates (tab).
2. Hover over the template in the list and select Options (wrench icon) > Edit.
3. In the settings modal, make any changes to the template settings.
4. (Required) You must apply your edited template to any managed instances where you want the changes to be reflected.

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Apply a Template

After creating OR editing an instance template, you must apply the template before it takes effect for any managed instance. Follow these steps to apply a template:

1. Access Domo Everywhere Instance management > Templates (tab).
2. Find your template in the list.
3. Hover over it and select Options (wrench icon) > Apply. The Apply “Template Name” modal displays.
4. In the modal, select Apply to apply the template to the instance(s).

Your new or edited template should now be reflected in your managed instances. We recommend accessing those instances to confirm that your settings display correctly.

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Duplicate a Template

You can duplicate an existing template listed in the Templates tab.

1. Access Domo Everywhere Instance management > Templates (tab).
2. Hover over the template in the list and select Options (wrench icon) > Duplicate. The New instance template modal displays.
3. Edit your instance template from the modal as you want.
4. After you have made your edits, select Save and apply the template to your instance.

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Delete a Template

Delete a template listed in the Templates tab by hovering over it and selecting Options (wrench icon) > Delete.