Create a new template

Create a net new template when you need a clean, intentional baseline rather than inheriting or modifying an existing device configuration.

  1. Log in to Digi Remote Manager.

  2. Navigate to the Settings menu for the device you want to use as the model deviceCloseda device whose settings, firmware, and file system state have been configured with the intention of being used as the baseline for other devices.

  3. Modify the device configuration so it models the configuration you want all your devices to have.

  4. Make sure the device is functioning correctly.

    Troubleshoot any issues before proceeding.

  5. In the left navigation menu, click Templates.

  6. Click Create.

    The template wizard opens.

  7. Complete the mandatory and/or optional settings for each step. The following table highlights information you may want to know about some of the settings as you move through the steps in the wizard.

    Details

    Create New Template

    1. Complete the Details card.

    2. Complete the Device Type & Firmware card.

      The Device Type is the product model of your devices (for example, EX15 or XBee Gateway).

      For Firmware Version, you have two options:

      • Select the firmware version already on your devices, which means the template will not update the firmware for the group(s) of devices it controls.

      • Select a new firmware version, which means the template will update the firmware for the group(s) of devices it controls.

        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 set up this automation in the Automation step.

    Components

    Template Components

    1. Enable Settings if you want the template to enforce a device configuration for the group(s) of devices it controls.

      1. For Model Device, choose the device you updated.

    2. Enable File System if you want the template to manage the files for the group(s) of devices it controls.

    Cellular Modem Firmware

     

    Select a Model Device - Choose the device that you updated.

    Groups - Only device(s) in the group(s) you select will be updated by this new template. As you add devices to the group associated with the new template, they are automatically scanned and/or remediated.

    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.

    Specify whether you want to update the firmware on the peripheral modems attached to your devices.

    Settings

    Configuring Settings - Choose whether you want to import all, some, or none of the settings from a device, or skip this step.

    • If you skip this step, none of the settings are imported to the new template.

    • If you want to import the settings with no changes, then make sure the Initially make all settings managed checkbox is turned on, then click the Import from button.

    • If you want to import the settings , but make some changes to those settings, then make sure the Initially make all settings managed checkbox is turned off, then click the Import from button. You will be able to change the settings before proceeding.

    After the settings are imported, you can also use a CSV file to specify site-specific settings.

    Containers

    Note If you do not have this feature, you will not see this step.

    Specify the container(s) you want to add to the template or continue to the next step.

    File System

    Upload and organize the files required for your device. Make any changes, or continue to the next step.

    Actions

    Specify how often your devices are scanned, and the actions that should occur.

    Enable Scanning - Turn on if you want the template to be active.

    Remediate - Turn on so that when a device is scanned and its settings and files are not in compliance with the configuration specified in the template, the device is automatically scanned and updated. If the Remediation setting is not enabled, the device is scanned, but not updated. This allows you to review the change(s) that would be made before turning on remediation.

  8. Click Save.

    Your template is created and you can see it new template in the Templates list.