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6 changes: 6 additions & 0 deletions docs.json
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Expand Up @@ -77,6 +77,12 @@
"reporting-analytics/data-visualization"
]
},
{
"group": "Paid Features",
"pages": [
"paid/organization-template-catalog"
]
},
{
"group": "Integrations",
"pages": [
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8 changes: 4 additions & 4 deletions getting-started/quick-start-guide.mdx
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Expand Up @@ -136,11 +136,11 @@ The sample AWS workflow that you've just tested and published provides just a qu

In real FinOps scenarios, you would want your workflows to do more: for example, find owners of unused resources, request their decision on whether to delete or keep resources, and if they decide to delete, then execute IaC automations and create GitHub pull requests.

Fortunately, OpenOps provides dozens of real-world FinOps templates that you can base your workflows on. To get hold of them, in the sidebar, click **Overview**. Then click **Explore templates** in the top-right menu bar to see the **Templates catalog**:
![Templates catalog](/images/templates-catalog.png)
Fortunately, OpenOps provides dozens of real-world FinOps templates that you can base your workflows on. To get hold of them, in the sidebar, click **Overview**. Then click **Explore templates** in the top-right menu bar to see the **template catalog**:
![Template catalog](/images/template-catalog.png)

By default, the catalog contains six templates. To view more, click **Explore more** and sign up for a free OpenOps Cloud account. As a result, the **Templates catalog** in your OpenOps installation will be extended to show all available templates:
![OpenOps Templates Catalog after signing up with OpenOps Cloud](/images/templates-catalog-all-templates.png)
By default, the catalog contains six templates. To view more, click **Explore more** and sign up for a free OpenOps Cloud account. As a result, the **template catalog** in your OpenOps installation will be extended to show all available templates:
![OpenOps template catalog after signing up with OpenOps Cloud](/images/template-catalog-all-templates.png)

You can click any template in the catalog to see its full description, a preview diagram visualizing the workflow steps defined in the template, and the integrations that the template uses:
![CloudWatch log retention enforcement template](/images/template-log-retention.png)
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54 changes: 54 additions & 0 deletions paid/organization-template-catalog.mdx
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---
title: 'Organization Template Catalog'
description: "How to create your company's own workflow templates"
icon: 'grid'
---

Most OpenOps features are available in the Community edition, but some are exclusive to the [paid editions](https://www.openops.com/pricing/).

One such feature, available only in the Enterprise edition, is the **organization template catalog**.

Community and Professional editions include a [template catalog](/workflow-management/workflow-templates/) curated by the OpenOps team. The Enterprise edition lets you publish your own templates in a private section of the template catalog called **My Organization Templates**.

![My Organization Templates](/images/paid/my-organization-templates.png)

In larger organizations, this enables central FinOps teams to create templates that reflect corporate FinOps best practices and are aligned with organizational standards and policies. The central teams can publish them in the organization catalog, allowing business units to easily create workflows based on them.

For managed service providers (MSPs), the organization template catalog helps define a standard set of templates that can be used to create workflows for customers.

The Enterprise edition also includes a dedicated **Templates** view in the OpenOps main menu:

![Templates view in Enterprise edition](/images/paid/templates-view.png)

## Creating a template

There are two ways to create a template:
* By clicking **New template** in the top right of the **Templates** view. This opens the template editor, allowing you to create a template from scratch.
* **From an existing workflow**. Click the arrow next to the workflow name in the workflow editor to open a menu that contains a **Create template** command:
![Creating a template from workflow](/images/paid/create-template-from-workflow.png)
Clicking **Create template** duplicates the workflow as a template and opens it in the template editor.

## Editing a template

The template editor mostly behaves the same way as the [workflow editor](/workflow-management/building-workflows/): you can add and remove steps, edit step properties, and test individual steps or the entire template.

![Editing a template](/images/paid/template-editor.png)

There are only a few differences from the workflow editor:
* At the top, there's a **Template editing** header that helps visually distinguish the template editor from the workflow editor.
* The header contains a **View in Catalog** action that opens the template entry as published in the organization template catalog.
* Text entered in the **Notes** pane of the template editor is used as the template summary and is displayed in the organization template catalog.
* You can't move templates between folders — unlike workflows, templates always reside in the root folder.
* You can't import or export templates.

## Listing a template in the organization catalog

While you're editing a template, its current draft appears in the **Templates** view.

When you click **Publish** in the template editor, the template becomes available in the organization template catalog.

## Delisting a template from the organization catalog

If you need to delist a template from the organization catalog while keeping it in the **Templates** view, do one of the following:
1. In the template's entry in the **Templates** view, toggle the switch in the **Visible in catalog** column.
2. In the template editor, toggle the switch next to the **Publish** button.
12 changes: 8 additions & 4 deletions workflow-management/workflow-templates.mdx
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Expand Up @@ -6,7 +6,7 @@ icon: 'puzzle-piece'

OpenOps provides a pre-made library of FinOps best-practice workflows, based on research and input from FinOps leaders across industries and verticals.

The library, referred to as the **Templates catalog**, contains dozens of templates that provide ready-to-use recipes for anomaly management, workload and rate optimization across the following cloud services:
The library, referred to as the **template catalog**, contains dozens of templates that provide ready-to-use recipes for anomaly management, workload and rate optimization across the following cloud services:
* **Amazon**: CloudFront, CloudWatch, DynamoDB, Elastic Block Store (EBS), Elastic Compute Cloud (EC2), Elastic File System (EFS), Elastic Kubernetes Service (EKS), Elastic Load Balancing (ELB), Lambda, Relational Database Service (RDS), Simple Storage Service (S3), and Virtual Private Cloud (VPC).
* **Azure**: App Service, Application Insights, Container Registry, Cosmos DB, SQL Database, Managed Disks, Elastic Pool, Firewall, SQL Managed Instance, Virtual Network, SQL Server on Azure Virtual Machines (SQL VM), Storage, and Virtual Machines (VM).
* **Google Cloud Platform**: Cloud Logging and Compute Engine.
Expand All @@ -17,10 +17,10 @@ To view the catalog, click **Explore templates** in the top-right menu bar in th
![Explore Templates](/images/explore-templates.png)

The catalog will open in an overlay:
![OpenOps Templates Catalog before signing up with OpenOps Cloud](/images/templates-catalog.png)
![OpenOps template catalog before signing up with OpenOps Cloud](/images/template-catalog.png)

By default, the catalog contains six templates. To view more, click **Explore more** and sign up for a free OpenOps Cloud account. As a result, the **Templates catalog** in your OpenOps installation will be extended to show all available templates:
![OpenOps Templates Catalog after signing up with OpenOps Cloud](/images/templates-catalog-all-templates.png)
By default, the catalog contains six templates. To view more, click **Explore more** and sign up for a free OpenOps Cloud account. As a result, the **template catalog** in your OpenOps installation will be extended to show all available templates:
![OpenOps template catalog after signing up with OpenOps Cloud](/images/template-catalog-all-templates.png)

<Note>
You may not be able to connect to OpenOps Cloud and see additional templates if:
Expand All @@ -41,3 +41,7 @@ OpenOps will then ask you to specify existing or create new connections to cloud
![Explore Templates](/images/template-connections.png)

You can set up the required connections now or later. When you click **Create workflow**, your workflow will open in the workflow editor, where you can [customize it to your liking](/workflow-management/building-workflows).

## Creating templates based on workflows

In OpenOps Enterprise, you can create templates based on the workflows you've built and make them available in your company's own template catalog. These templates appear in the **My Organization Templates** section of the template catalog. To learn more, see [Organization Template Catalog](/paid/organization-template-catalog/).