Workflow | Create a new template from a model device

Use this workflow when:

  • You need a clean baseline.

  • No suitable device configuration exists.

  • You want to avoid inheriting unintended settings.

Action

Considerations

Define desired device configuration.

Identify required firmware, settings, files, and intended use case.

Prepare the model device.

Configure the model device to exactly match the desired state.

Validate the model device.

Confirm configuration accuracy and remove any environment-specific or temporary settings.

Create new template.

  • Initiate template creation and select the model device as the source.

  • Import the device configuration and finish the template wizard.

Review the template configuration.

Ensure all expected settings, firmware, and files are included.

Test the template.

Apply to a device and verify behavior matches expectations

Document and publish.

Record the model device source and intended use.