Activating a host from a template

  1. Click the Templates tab in the tree pane.
  2. If you are not sure which host you need to activate, do the following:
    1. Select the Hosts folder and the content pane table will list details about the all the available pre-configured hosts.
    2. Click through to open the tiered levels on any pre-configured host tree to review the provided host, mailbox,  trading partner, and action configurations.  Select the Notes tab in these panels to access any supplied documentation. 
  3. Right-click the desired host in the pre-configured host tree or right-click the detail entry in the content pane table for  the desired host.
  4. Select Clone and Activate. The entire pre-configured  host branch will be copied and made active, the Active tab will be automatically selected in the tree pane, and the new active host will be automatically selected in the tree. The new active host alias may be appended with a number, if necessary to make it unique. The original pre-configured host will remain in the pre-configured tree.
  5. If desired, type a new host alias in the content pane panel and click Apply.
  6. A preconfigured host can also be activated from Cleo's web site. See Cloning and activating a pre-configured host.