.. _workflow_for_creating_configuration_templates:

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**.