> Configuration > Provisioning > Provisioning templates > Creating provisioning templates

Creating templates

Use the New template toolbar button to create a capture image template.

A template is a series of actions or building blocks to be applied to the server in a particular order. A template can have one or many actions. You can change the task order in a template. The action sequence can be changed where the action makes sense, but can't be changed where it does not make sense (for example, you can't place a post-OS-specific action before the installation of the OS).

Templates that you create through the Capture template and Deploy template toolbar options are pre-populated with default actions the template needs to work. No additional customization is necessary and you can immediately use a template after you create it. Of course, you can still customize these templates for your environment and needs, if necessary.

To create a capture template
  1. Click Tools > Provisioning > OS provisioning.
  2. Under the Provisioning templates group, select either the Public or My templates folder.
  3. On the toolbar, click New template > Capture template.
  4. In the Template name box, type a descriptive name.
  5. In the Template description box, type a description. The Name and Description are displayed in columns in the list of templates.
  6. Select the Image type that you want to create.
  7. Specify the UNC file path on a Management Suite preferred server where the image will be stored. The preferred server credentials must allow read/write.
  8. Click Create.
To create a deploy template
  1. Click Tools > Provisioning > OS provisioning.
  2. Under the Provisioning templates group, select either the Public or My templates folder.
  3. On the toolbar, click New template > Deploy template.


  4. In the Template name box, type a descriptive name.
  5. In the Template description box, type a description. The Name and Description are displayed in columns in the list of templates.
  6. Select the Image type that you will use for deployment.
  7. Specify the UNC file path on a Management Suite preferred server where the image will be stored. The preferred server credentials must allow read/write.
  8. Select the Agent configuration name that you want installed on the destination device.
  9. Select the unattended installation Script name you want used during the OS installation and the target path and filename for the script on the destination device.
  10. If you want to use hardware-independent imaging for driver installation, select that option.
  11. Click Create.

To change template properties, double-click the template or right-click the template and select Properties.

To create a Mac deploy template
  1. Click Tools > Provisioning > OS provisioning.
  2. Under the Provisioning templates group, select either the Public or My templates folder.
  3. On the toolbar, click New template > Mac deploy template.

  4. In the Template name box, type a descriptive name.

  5. In the Template description box, type a description. The Name and Description are displayed in columns in the list of templates.

  6. Enter the smb:// or afp:// path for the Mac image file. UNC paths aren't supported with Macs.
  7. If you want to also include a Bootcamp Windows image file with the deployment, select Include Windows image.
  8. If you want to include a profile, enter a Profile path.

 

 


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