Templates allows you to quickly replicate your settings across all your clients, or even have separate sets depending on your setup.
Template can be regarded as a global set of rules for monitoring, integration, patching, branding, P9 Connect etc. Templates allows you to change the settings across multiple clients.
Templates allows you to adjust the following settings:
Datto Autotask PSA
System tray/Menu bar
When your Panorama9 MSP account was created, default templates were also created:
All monitors off
All monitor on
Zendesk Template (only if you've installed the Panorama9 App in your Zendesk portal)
You can edit, apply and even delete templates including the default created ones. They are there for you to test out, apply to clients, basically for you to get familiar with how templates work.
The "All monitors off" template will disable all monitoring settings when you apply it to clients. Vice versa the "All monitors on" template will enable all monitoring settings when you apply it to clients. The template "Zendesk default" contains settings that will integrate clients with your Zendesk account and the inherent Zendesk settings.
To create a new template, select the "Templates" menu item and click "Create New Template".
Configuring monitoring settings
Included here are all monitoring settings that are generally valid for all clients. Some client-specific settings are not included, such as website monitoring.
Looking at the image above, notice that each setting has three options:
On - forces the setting to on when assigned to the client.
Off - forces the setting to off when assigned to the client.
Unaffected - leaves the existing setting on the client untouched, regardless of what it is set to.
Configuring Zendesk settings
Here you define your Zendesk settings such as Requester name, Requester email, Add asset name to <Ticket field> etc.
Configuring Patching settings
Here you can define patching settings such as Apply system updates, include updates for Microsoft Office and other Microsoft applications, Update 3rd party applications, e.g. Oracle Java, Adobe Flash, Firefox etc.
Configuring Datto Autotask PSA settings
Here you are able to select settings such as Asset info as comment, etc.
Configuring Branding settings
Here you can change settings such as Dashboard logo, Dashboard drop down menu, P9 agent branding, Tray/status bar application, I need help from IT extra contact fields, Customize tray/status bar application texts, Status icons for agents.
Configuring System tray / menu bar settings
Here you can define settings for Message recipient
Configuring P9 Connect settings
You can define settings for Allow remote start of P9 Connect client, Require user consent to start remote control session etc.
Apply a template to clients
Mass apply copies the template to the client, overwriting (where applicable) the settings on each client. To assign, click the "Apply to clients" icon in the upper-right corner of the template screen.
You simply click on or off the clients that you want to apply the template to. Clients that have previously received this template will stay selected. You can also see the last template that each client received, if any.
As previously mentioned, once the template has been applied to a client, you are free to change the template or the settings themselves in the clients Panorama9 Dashboard.
Creating/Editing new clients and template history
It is also possible to assign a template directly from the edit client page.
The edit client page also allows you to see the last applied templates.