Workflow | Copy an existing template and modify the device configuration

Use this workflow when:

  • A similar device configuration already exists.

  • Only incremental changes are required.

  • Speed and efficiency are priorities.

Action

Considerations

Identify a source template.

Select an existing template with a similar device configuration.

Evaluate the template's device configuration.

Confirm it is accurate, validated, and suitable for reuse.

Copy the template.

Create a new template by duplicating the existing one.

Modify the device configuration.

Update settings, firmware, and files as needed.

Remove unwanted settings.

Eliminate any inherited or environment-specific values.

Review the changes.

Ensure modifications align with the desired outcome.

Test the template.

Apply to a device and validate behavior.

Document and publish.

Record the source template and changes made.