About Templafy Desktop
Templafy Desktop consists of three main parts, each explained below:
1. The desktop host
This is the MSI that is delivered by Templafy and is installed by client IT - typically via SCCM.
For more information about deployment of Templafy Desktop, please read here.
2. The desktop client
The desktop client version is controlled from the Templafy admin site. When the MSI (host) is installed, it will connect to Templafy and download the client.
3. Templafy Desktop package
When the client is installed, it will connect to Templafy and download active Desktop package containing primarily the Templafy add-in files which it will then distribute on the client PC.
Checking for updates
Templafy Desktop checks for updates:
- at every reboot/start
- If the PC is never turned off, a scheduled check for updates will attempt to start at midnight (local time)
- If the PC is in sleep or hibernation, then the scheduled update will run when the PC wakes
For further details on "check for updates", please go to article: Templafy Desktop "Check for updates"
For visual explanation, see below:
Templafy Desktop Launch scenarios
1. Templafy Desktop Host starts and connects to
- Will use native proxy credentials
- If native credentials fails, display popup asking for credentials
- Downloads Templafy Desktop Client version
2. Templafy Desktop Client starts and connects to
- It will attempt to login the user automatically
- If the user login fails, shows a login screen
- After successful login, store JSON Web Tokens
- Show the onboarding flow if:
- The user does not have a valid UserProfile in Templafy (applies if required fields are added to the UserProfile)
- Detect environmental paths for (
- Downloads the add-in package
- Installs the add-in package
- Check if Offline Synchronization is enabled and download the flagged Templates/Assets and UserProfiles
- Go to idle mode
- Will synchronize changes made to Offline available content (Templates/Assets and UserProfiles)