Overview
A template functions as a building block for a policy by simplifying the process of assembling various configurations into a coherent whole. It offers a convenient mechanism for swiftly implementing a pre-defined set of configurations and settings across multiple devices.
You can also tailor these settings to suit your organization's unique needs. Once you have created the policy, you have complete control over the catalog items that were created, allowing you to fine-tune the configurations.
Table of Contents
How to Create a Policy Using a Template
- Within Policies click on New
- Input the name of your new policy then click Continue.
- Select Choose a Template.
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Select a template from the Template Overview menu.
- Once a template is chosen you will be provided with a brief description of the selected template. Clicking on an asset will provide you with a description of its individual configuration. To create the template click on the Create button on the bottom right corner of the menu.
- Your Policy has been successfully created using a template.
How to Create a Policy Using a Custom Template
Custom Template allow you to choose assets from each available template to create your own. Start by clicking on the Create a Custom Template icon.
Choose the desired assets from the available assets presented. Once done click on Create.
Note: Creating a Custom Template will not save your selections to use for future new policies. You would need to choose the same assets if an identical configuration is desired in a new policy.