Create a monitoring template from an existing device

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If you already have a device in the All Devices view configured with the checks, automated tasks, and thresholds you want to reuse, you can create a monitoring template based on that device. This is useful for applying the same configuration to other devices with the same operating system type.

The Exchange Store Check requires a datastore name unique to each device, so it is not available for selection in a monitoring template.

You can only create one monitoring template at a time.

To create a monitoring template from an existing device:

  1. In the All Devices view, right-click a device in the Servers, Workstations or Mixed tab.
  2. Select Monitoring Templates > Create Monitoring Template.
  3. Choose what to include from the device:
    • Include checks
    • Include tasks
    • Or both

      Then select Next.

  4. In the Add Monitoring Template dialog:
    • Enter a name for the template. The default name is "Template from <device>" but you can change it.
    • Select Active to enable the template.

  5. Configure the Check Frequency:
    1. Select Enabled.
    2. Choose the frequency for 24x7 checks.

      For five- or 15-minute monitoring, the Agent synchronizes with the All Devices view every 30 minutes to upload results and retrieve automated task and feature deployment settings.

      Each time a check runs, the Agent compares the result to the previous one. If a change is detected, it reports immediately to the All Devices view(Only results are uploaded. A full synchronization is not triggered.). If no change is detected, results uploaded during the next synchronization cycle.

    3. Choose the frequency DSC Run Time checks. Daily Safety Checks run based on the local time of the device where the Agent is installed.

      4. You configure the automated task schedule when adding or editing the task.

  6. To add more checks or automated tasks to the template:
    1. Select Add , then choose the type of check or task.

    2. Configure the check or task as needed.
    3. You can add new items or highlight an existing check or task to edit or delete.
  7. Select OK to save.

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