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Edit, Clone, and Delete Configuration Templates

Users with the Tenant Administrator role can modify the parameters of existing configuration templates, clone existing configuration templates, and delete configuration templates that are no longer being used.

Note:

In CSO releases before Release 5.1.0, configuration templates are called stage-2 configuration templates.

Edit a Configuration Template

Users with the Tenant Administrator role can edit only the templates that they added (created).

To modify a configuration template:

  1. Select Resources > Templates > Configuration Templates.

    The Configuration Templates page appears.

  2. Select the configuration template that you want to modify and click the edit (pencil) icon.

    The Edit Configuration Template page appears. The fields on this page are same as the fields that you configure in the Add Configuration Template workflow.

  3. Modify the fields as needed.

    Refer to Add Configuration Templates for an explanation of the fields.

    Note:

    Fields marked with an asterisk (*) are mandatory.

  4. Click OK.

    The modifications are saved and you are returned to the Configuration Templates page, where a confirmation message is displayed. If the configuration template was previously deployed on a device or assigned to a device template, then you must redeploy the configuration template for the changes to take effect.

Clone a Configuration Template

To clone a configuration template:

  1. Select Resources > Templates > Configuration Templates.

    The Configuration Templates page appears.

  2. Select the configuration template that you want to clone and click Clone.

    • If you select a configuration template that was added in CSO Release 5.3.0, the Clone Configuration Template page appears. Proceed to Step 3.

    • If you select a configuration template that was added in a release before CSO Release 5.3.0, an alert message appears asking you to confirm whether you want to edit the template to automatically upgrade the template to the current CSO release version. You must go through the Edit workflow to upgrade the version.

      1. On the Edit Configuration Template page that appears, proceed to the Summary tab and click OK.

        The template is automatically upgraded to CSO Release 5.3.0 and the Configuration Templates page appears.

      2. Select the template again and click Clone.

        The Clone Configuration Template page appears.

  3. In the Template Name field, enter a unique template name that can only contain alphanumeric characters and hyphens up to a maximum of 64 characters.
  4. Click OK.

    You are returned to the Configuration Templates page and a confirmation message appears at the top of the page indicating the status of the clone operation.

After a template is cloned successfully, you can modify the template if needed. See the preceding section for details.

Delete a Configuration Template

To delete a configuration template:

Note:

  • You cannot delete predefined configuration templates.

  • You can delete a configuration template only if the following conditions hold good:

    • You added (created) the template.

    • The template is not assigned to a device template.

    • The template is not deployed on a device.

  1. Select Resources > Templates > Configuration Templates.

    The Configuration Templates page appears.

  2. Select the configuration template that you want to delete and click the X (delete) icon.

    You are asked to confirm the delete operation.

  3. Click Yes.

    You are returned to the Configuration Templates page and a popup appears indicating whether the deletion was successful or not.

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