About the Templates feature in Digi Remote Manager
A template is a file that defines a particular device configuration, which could include managed, unmanaged, and device-specific settings, files, and a specified firmware version. In Digi Remote Manager, a template can be used to:
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Upgrade the firmware version of the devices and any attached peripheral modems
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Update the settings or files
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Deploy containers
You can specify whether you want the template to govern all the settings or some of them, when and at what frequency the devices should be scanned, as well as how you want these actions carried out, recurrence if the update fails, and other actions. You can also use a CSV text file to override global settings managed by the template with device-specific ones.
By using templates, you can quickly and efficiently update many devices at the same time, ensuring they all use the same configuration. Templates are particularly useful when managing large fleets of devices, as they save time and reduce the risk of human error during initial setup, firmware upgrades, or any other configuration changes. They can also help maintain compliance with organizational policies or industry regulations by ensuring that all devices adhere to the same standards.
Tip Digi recommends using templates for firmware upgrades and configuration changes, including changes to network, firewall, route, and firmware settings.
To use the template feature in Remote Manager, you will need the following:
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Digi Remote Manager and a user account.
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Device(s) powered up and connected to the internet.
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A group that contains the device(s) you want to configure.
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A template that is targeted for the device type and group you want to configure, whether you created it new or copied the configuration from a different template to a new one.
Once these are in place and the device is powered up and connected to the internet, it automatically connects to Remote Manager. It is then scanned and updated with the configuration set in the template.
How you create a template depends on what you are trying to do. You can:
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Create a new template.
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Copy the configuration from a device or from another template to a new template.
You can quickly and efficiently update many devices at the same time, ensuring they all use the same configuration. Templates are particularly useful when managing large fleets of devices, as they save time and reduce the risk of human error during initial setup, firmware upgrades, or any other configuration changes. They can also help maintain compliance with organizational policies or industry regulations by ensuring that all devices adhere to the same standards.
You may want or need to use the template feature when you want to configure multiple devices at the same time, if you have a need to frequently configure devices, you need to track configuration history for auditing purposes, or you need to ensure that your devices adhere to required standards and policies.
A managed setting is is any global or device-specific parameter that is part of the device configuration governed by a template.
An unmanaged setting is is any parameter that is part of the device configuration not governed by a template.
A device-specific setting is a local parameter that overrides a global parameter on one or multiple devices
Zero-touch configuration refers to the method of automating the setup and deployment of devices, particularly in networking and IoT environments. It enables you to configure and provision devices without the need for manual intervention. How? The Templates feature in Digi Remote Manager.
You cannot change the firmware version in an already-existing template. You have to create a new template or copy the configuration from the current template to a new one and then select the firmware version to which you want to upgrade your devices. If you have a fleet of devices and are looking to upgrade them at the same time, see Best practice | Upgrade the firmware on multiple routers using a template.
Yes. Devices are scanned and/or remediated automatically in certain circumstances: when they connect to Digi Remote Manager for the first time and belong to a group controlled by a template OR when the device is moved to a group that is controlled by a template.
Digi does not recommend using Excel when editing the data in a CSV file. It can cause unexpected errors to occur when you upload the file to the template. We recommend you use other spreadsheet software to edit the CSV file.
Task | Use a CSV text file to specify site specific settings
Use case | Configure global and site specific settings in a CSV file