Product Documentation

Create policy templates

Jun 17, 2013

You create templates from either an existing template or an existing policy. The new template is then populated with the same settings as the original template or policy. Any assignments specified in the original policy are not included in the template.

To create a new template based on an existing template

  1. From Studio, select the Policy node in the left pane.
  2. Click the Templates tab and then select the template from which you want to create the new template.
  3. Click New Template. The New Template wizard appears.
  4. Select and configure the policy settings you want to include in the template. Remove any existing settings that should not be included.
  5. Enter a name for the template.
  6. Click Finish. The new template appears on the Templates tab.

To create a new template based on an existing policy

  1. From Studio, select the Policy node in the left pane.
  2. On the Policies tab, select the policy from which you want to create the template.
  3. Click Save as Template. The Save as Template dialog box appears.
  4. Select and configure any new policy settings you want to include in the template. Remove any existing settings that should not be included.
  5. Enter a name and a description for the new template.
  6. Click Finish. The new template appears on the Templates tab.