Copy a template

Copying a template allows you to quickly create a new template based on an existing one.

1. Log in to Digi Remote Manager.

2. Create a new group, if needed, and add a devices(s) to the group that you want to update.

   At this point, you have a group containing a test device that your new template will scan and then remediate using the new device configuration so you can make sure the template functions correctly. Now, you are ready to copy an existing template and save it as a new one.

3. In the left navigation menu, click Templates to open the Templates page.

4. In the Templates list, select the checkbox of the template you want to copy.

5. Click Actions Copy and Upgrade.

   The wizard opens.

6. Click each tab in the wizard to configure your template.

   Details	Complete the Details card. Complete the Device Configuration card. For Device Type, choose the product model of your devices (for example, EX15 or XBee Gateway). For Firmware Version, select the version that devices in the group should use. If you choose a different version than the one used in the source template, a What's Changed summary will display the firmware version change and any settings that will be modified, added, or removed as a result. If the template will not update firmware, select the version currently running on the target devices.. Note Watch for firmware-specific caution statements. When selecting the firmware version in a template, firmware-specific caution statements may appear based on the version chosen. These messages provide important information such as known limitations, compatibility considerations, step updates, or other impacts. Review all caution statements carefully before proceeding, as they may affect device behavior, deployment success, or overall system stability. Tip Step-firmware update may be needed. Do you want to use a template to update your devices to a new configuration, but you've been cautioned about a step-firmware update that must be done first? If so, you can use an automation to update all the devices in the group to the required step-firmware version, and then use the new template to update them to the newer configuration. You can also configure this automation to run before the template performs it scan. You can enable an automation to run before a scan starts on the Scanning tab.
   Components	If you created a new template, you can configure the components. If you copied a template, then the components that were enabled in the template you copied are also enabled in your new one. Configure your template as needed. As you enable or disable the components, the wizard adds or subtracts tabs to/from the workflow. Template component Description Cellular Modem Firmware Manage and update the firmware for cellular modems on your devices to ensure that they are running the latest version for optimal connectivity and security. Note You will not see this step if you do not have a modem in or attached to your devices, your modems do not support being updated via templates, or you are running 24.9 or older firmware. eSIM Configure and manage eSIM profiles for cellular connectivity. Remotely provision and switch between eSIM carriers without physical SIM card swaps. Note If you do have this feature, it is only available for eSIM-capable devices. If you do not have this feature, it won't be in the list of components you can enable. Containers Deploy and manage containerized applications on your devices. Note If you do not have this feature, it won't be in the list of components you can enable. File System Upload and manage files on your devices' file systems. Deploy configuration files, scripts, certificates, and other assets to your devices. Settings Configure device settings and parameters. Define and enforce device configuration policies to ensure consistent behavior across our fleet. This is where you will select a model device from which to copy its configuration to the template. Python Add Python to your device. [IX25] Remote Reach Enable this feature to allow users to establish and configure remote communication sessions with devices connected behind the managed device.
   File System	Upload and organize the files required for your device. Make any changes, or continue to the next step.
   What's Changed	Highlights the firmware version change and any settings that will be modified, added, or removed as a result, allowing you to review the impact before continuing. Click a link to go directly to that setting. This tab only appears in the wizard when you copy a template and then select a different firmware version from the one used by the original template.
   Settings	Review the settings that will be updated on the devices. If you skip this step, none of the settings are imported to the new template. Note All device settings imported into a template are marked as Managed by default. After the settings are imported, you can also use a CSV file to specify site-specific settings.
   Maintenance and Compliance	Define how the template behaves during maintenance windows and how devices are remediated and kept compliant with the device configuration in the template. Remediation Enable Device Remediation to automatically update devices that are found to be out of compliance with the device configuration in the template. Disable Device Remediation to automatically scan the devices for compliance but not automatically updated. Disabling remediation allows you to review the changes that would be applied before enabling automatic updates. See Template scan scheduling and maintenance windows for more information about template scans, service status, and maintenance windows and how they work together to control when devices are evaluated and when actions are allowed to run.
   Scanning	Define when and how devices are evaluated against the template. In this step, you configure the frequency and conditions for scans, which determine how often devices are checked for compliance and when remediation actions are triggered. You can also enable an automation to run before a scan begins, as well as after it's completed. Proper scanning helps ensure devices remain aligned with the device configuration in the template while balancing network and system impact.
   Finalize & Review	Define what group the template will scan, and view a consolidated summary of your template configuration before saving. This page brings together all selected components, settings, and behaviors in one place, allowing you to verify accuracy, identify any missing or incorrect configurations, and make final adjustments to ensure the template is ready for deployment.
   Scan Results	Monitor how devices are evaluated against the template over time. This page provides visibility into scan outcomes, including compliance status, detected issues, and any remediation actions taken, helping you track performance and troubleshoot inconsistencies across your device fleet.

7. When you are done, click Save & Close.

The configuration is saved to a new template and you can see the new template in the Templates list.