Configure default monitoring templates for installation
To ensure check and automated task consistency when installing Agents on new devices, you can configure default monitoring templates for installation at the following levels:
- Device-type — the default monitoring template applies to all new server or workstation installations
- Clients and Sites — different default monitoring templates can apply to different Client and Site Agent installs
You can configure a server default monitoring template for Windows and Linux devices or a workstation default monitoring template for Windows and Mac devices.
Monitoring templates are only applied to the operating system they were created for (Windows, Mac or Linux), and checks and tasks are only added to devices capable of supporting them.
By default, servers and workstations inherit their policy from the Site, which in turn inherits the policy from the Client, which in turn inherits policies set for all servers and workstations.
After a default monitoring template is configured for an entity, new devices that are installed against the entity inherit the template settings and automatically apply the checks and tasks specified in the template.
Configure default monitoring templates for installation on device type, Clients and Sites
- On the All Devices view, go to Settings > Monitoring Templates > New Device Installation Settings.
- Select the template target Entity from the Client List. You can select all Servers, all Workstations, or servers or workstations at a selected Client or Site.
- Use the Settings drop-down menu to turn settings On.
- Select monitoring templates from the default drop-down menus. Only templates available for the device type you selected (server or workstation) display.
- Optionally, you can enable Run check detection scan to scan the device during the Site Install Package deployment and add applicable checks.
The check detection scan is supported for Windows devices only.
- Click OK to save.
If a check is in the monitoring template and that check is discovered by the check detection scan, the monitoring template version of the check replaces the discovered check.
When the discovered check is replaced by the template, all technical and client-facing notes are removed.
When you combine the check detection scan and the Asset Tracking Only (no template) template, only the checks from the check detection scan are added.
Configure default monitoring templates for installation on a specific Site only
- On the All Devices view , expand the Client in the Client List.
- Right-click the Site and select Edit Site.
- Select the default monitoring templates for the Site. These only apply to Windows installations.
- Default Workstation Monitoring Template
- Default Server Monitoring Template
- Select Save.
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