Apply monitoring templates during Agent Installation

To ensure Check and Automated Task consistency when installing Agents, you can Set default monitoring templates for new device installations at the following levels:

• Device type: Applies to all new server or workstation installations.
• Clients and Sites: Allows different templates for each Client or Site.

You can configure templates for:

• Servers: Windows and Linus
• Workstations: Windows and macOS

Templates apply only to the operating system they were created for. Checks and tasks are added only to devices that support them.

By default, servers and workstations inherit monitoring policies from the Site. The Site inherits from the Client, which inherits from the global policy.

After you set a default monitoring template for an entity, any new device installed under that entity automatically applies the template’s checks and tasks.

When the default monitoring templates are configured, they are used with the Site Installation Package, and they are automatically selected when you manually install the Agent (although you can select another template).

What do you want to do?

• Set default monitoring templates for new device installations
• Apply monitoring template during a manual Installation
• View Standard checks
• Apply monitoring templates to existing devices