Workflow for Creating Configuration Templates

Procedure

  1. Log in as Provider Administrator or higher.

  2. Choose Customizations > Configuration Templates.

    The list of templates appears.

  3. Click the template that you want to clone.

    The template information appears.

  4. Click Action > Clone.

  5. Edit the required generic template fields, such as Name, Description, Target Model Type, as well as the fields specific to the selected model (see “Configuration Template Field Reference” for the generic field descriptions).

    Note

    Certain fields only populate choices depending on specific conditions.

    For example, when creating a device instance Configuration Template in a multi device or clustered environment, the values in drop-down fields in the template that originate from a device will be the values from all the devices in the cluster. This list could therefore include duplicates, but in such a case, any duplicate may be chosen if required.

  6. Click Save.

    The new cloned template appears at the selected hierarchy level.

Example: Create a template for the Cisco 6941 SCCP Phone

  1. Enter the hierarchy where the Cisco Unified Communications Manager you want to use exists. This step is required if the fields are to populate values because some of the values are derived from the actual device model through the API.

  2. Click the Default CUCM Phone Template, and then click Action > Clone.

    Note: Do not click Save yet.

  3. Change the template Name and Description.

  4. Edit the template fields:

    • From the Device Protocol drop-down, choose SCCP.
    • From the BAT Phone Template drop-down, choose Standard 6941 SCCP.
    • From the Device Security Profile drop-down, choose Cisco 6941 - Standard SCCP Non-Secure Profile.
    • From the Product drop-down, choose Cisco 6941.
    • From the BLF Presence Group drop-down, choose Standard Presence Group.
    • In the remaining fields, use the cloned default values.

    Tip

    If you know the values for the fields, you can type the files in the fields instead of selecting the values from the list.

  5. Click Save.