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Adding templates

To add an inventory template:

  1. Navigate to the Inventory template information page.

  2. Configure the options in Inventory Template options as required.

  3. Click Add.

    If you are implementing a role-based access control system , it is recommended that inventory templates are not themselves members of managed groups. This allows you to control group membership by including the group as a member of a role.

Table 1. Inventory Template options

Option

Description

ID

A unique identifier for the template.

Description

The description to display to users.

Target system

Search for, or type the ID of the target system you want.

For inventory templates, the list of systems is limited to those on which a user does not require an account to be provisioned inventory.

Password required

Deselect this checkbox if accounts created from this template do not require a password.

Location

Select a location for the template

Item Type

Select a type for the template

Override implementation configuration

Determine whether to inherit implementation configuration from the target system, specify template-specific implementers, or a combination of both.

Account to clone when creating a new user

Search for, or type the login ID of the account you want to use as a model or blueprint.

This is optional for inventory templates.