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Create a Template

Clean room templates can be created in two ways:

  • By creating a new template

  • By creating a template from an existing clean room

See the sections below for more information.

Once you create a template, you can use that template in a number of ways:

Once you’ve created a template, you can edit it. If you're no longer using a template, you can delete it.

Create a New Template

To create a new template, within your current organization:

  1. Make sure you've performed the following steps:

    • Configured the data connections for the datasets you'll use in the template.

    • Authored the organization questions you'll provision to the template.

      Note

      Questions cannot be authored from within a template. To ensure questions are properly duplicated into clean rooms generated from a template, questions must be authored from within an organization and provisioned to the clean room template.

    • Determined who from your team should be included in all clean rooms generated from the template.

  2. From the navigation menu, select Clean RoomClean Rooms to open the Clean Rooms page.

  3. Select the Templates tab.

    LCR-Templates-Templates_tab.png
  4. Click + New Template.

    CR-Clean_Room_Templates-New_Template_button.png
  5. Select the clean room type to use for the template (such as “Hybrid” or “Snowflake”)and click Start.

    LCR-Create_Clean_Room_Template-select_clean_room_type.png

    Note

    All clean rooms generated from the template will be the same clean room type as the template. Any clean room you add this template’s items to also must be the same clean room type.

  6. From the Configuration step, enter or select the following information and then click Next Step:

    LCR-Templates-Configuration_step.png
    • Template name

    • Template description

    • Start date

    • End date (optional)

    • Cloud

    • Region

  7. From the Parameters step, select the appropriate data control parameters for the template and then click Next Step:

    LCR-Templates-Parameters_step.png
  8. From the Question Permissions step, define what partners can do on questions within the clean room and then click Next Step:

    LCR-Create_Template-Question_step.png
    • View Query/Code (default: off): Allow partners to view the code for the question prior to opting datasets into the question.

    • Edit and Delete Question (default: off): Allow partners to edit the content of questions or delete them from the clean room if they are no longer required.

    • Clone Question (default: off): Allow partners to create a clone of the question and assume ownership of the clone. This means partners in the clean room can edit the cloned version of the question.

    • Set up and Schedule Runs: Allow partners to trigger runs of the question and schedule them on a recurring basis.

    • View Reports and Output: Allow partners to view the results of a given question run for the specified question. You can choose to apply this permission to specific partners or to any partner.

  9. From the Contract step, you can attach your terms and conditions for access to any clean rooms derived from this template by clicking Attach T&C and then clicking Next Step (if you do not want to attach terms and conditions, click Next Step).

    LCR-Templates-Template_Settings_step.png

    Note

    • This is most commonly used for test and evaluation clean rooms, which do not require full contracting with LiveRamp or the clean room owner.

    • The terms and conditions must be in PDF format.

    • For more information on terms and conditions, see "Attaching Terms and Conditions to Clean Room Templates".

  10. From the Confirm step, review the settings and then click Save to create the template.

    LCR-Create_Template-Confirm_step.png
  11. Once the template is created, select Details in the template’s row to open the template clean room and prepare it to be used to generate new clean rooms:

    LCR-Create_Template-Details_menu_selection.png

Note

For information on what can be included in a template, see "Clean Room Template FAQs".

Create a Template From an Existing Clean Room

You can create a template based on the configurations of an existing clean room. All elements of the clean room will be included in the template, except for any partner datasets.

  1. From the navigation menu, select Clean RoomClean Rooms to open the Clean Rooms page.

  2. Make sure that you’re on the Clean Rooms tab.

    LCR-Create_Template-Clean_Rooms_tab.png
  3. From the clean room’s More Options menu, select Create Template.

    LCR-Create_Template-Create_Template_menu_selection.png
  4. From the Create Clean Room step, enter a unique template name in the Clean Room Name field.

    LCR-Create_Template-Create_Template_from_CR-CR_name.png
  5. Make any needed adjustments to any other configurations.

    Note

    You cannot adjust the clean room type. The template will have the same clean room type as the clean room you created it from.

  6. When finished, click Generate.

    LCR-Create_Template-Create_Template_from_CR-Generate_button.png

The new template appears on the Templates tab with a status of “In Progress”.