If you want to configure multiple devices in a similar manner, you can do so easily by using device templates. By loading a device template to a device, you can apply all settings from the device template to the device.

• Create and edit a device template
• Load a device template to a single device
• Load a device template to multiple devices

Create and edit a device template

You'll first need to create a device template. You can create a blank template or create a template from an existing device.

1. Go to Fleet Manager > Devices templates.
2. Click onAdd template.
3. You can create a blank template or create one from an existing device.
   • To create a blank template, selectCreate new , enter the requested information (details below), and click on Add.
     

     Field	Description
     Name	The name of the template. Usually includes the name of the project type or machine type for easy identification.
     Device type	Select the type of edge gateway.
     Group (optional)	Select a group to or leave this field empty. See the table below for an overview of who will be able to use the template. Group-specific template (group selected) Company-wide template (no group selected) Company-wide users can: Apply template to device Manage template(2) Apply template to device(1) Manage template(2) Group-specific users in parent groups can: Apply template to device Manage template(2) Group-specific users inside the group can: Apply template to device(1) Manage template(2) Group-specific users in subgroups can: Apply template to device Manage template Apply template to device(1) Manage template (1) Requires permission Manage devices. (2) Requires permission Manage device templates. For more information, see How to grant users permission to manage their device templates with Group-Based Template Management.

   • To create a template from an existing device, select Create from registered device , enter the requested information (details below), and click on Add.
     

     Field	Description
     Device	Select the edge gateway whose settings you'd like to save to a template.
     Name	The name of the template. Usually includes the name of the project type or machine type for easy identification.
     Group (optional)	Select a group to or leave this field empty. See the table below for an overview of who will be able to use the template. Group-specific template (group selected) Company-wide template (no group selected) Company-wide users can: Apply template to device Manage template(2) Apply template to device(1) Manage template(2) Group-specific users in parent groups can: Apply template to device Manage template(2) Group-specific users inside the group can: Apply template to device(1) Manage template(2) Group-specific users in subgroups can: Apply template to device Manage template Apply template to device(1) Manage template (1) Requires permission Manage devices. (2) Requires permission Manage device templates. For more information, see How to grant users permission to manage their device templates with Group-Based Template Management.

4. You can edit the template just like you do a regular device. Below is a list of articles that each assist you in configuring specific settings.
   • Change LAN settings
   • Change Firewall settings
   • Change or add pages, cards, or reports
   • Change or add services
   • Configure Live data, Historical data, or Alarms & Notifications

Load a device template to a device

When you have configured your device template, you can apply it to a device. Applying a template to a device cannot be undone.

1. Go to Fleet Manager > Devices and click on your device name.
2. In the top right corner, open More optionsand select Load template.
3. Select the device template you would like to load and individually select which settings from the template you wish to load to the device (details below).
   • You only see company-wide templates and templates that are within your access scope. For example, if you only have access to a specific group within the IXON Cloud company, you do not have access to the templates from other groups. If you're missing templates, please contact your platform administrator and send them the following support article: How do I add a device template to a group?
   • Templates are not cross-type compatible. For example, you cannot load a template of an IXrouter2 to an IXrouter3.

   Setting	Details
   Custom fields	All custom fields on the device will be overwritten by the custom fields from the template. Custom fields that are entered on the device, but are empty in the template, will be cleared.
   LAN settings	All settings available at Network > LAN.
   Firewall settings	All settings available at Network > Firewall.
   VPN settings	All settings available at Network > VPN.
   Pages and cards	All settings available on the settings page View.
   Services (VPN, VNC, HTTP, WebSocket)	All services (VPN, VNC, HTTP, WebSocket) on the device will be overwritten by the services from the template. Services that are on the device, but not in the template, will be removed.
   Data sources	All data sources on the device will be overwritten by the data sources from the template. To prevent potential data loss, make sure that you read the full text below. Historical data is removed when its tag is removed. To prevent a tag from being removed, the data type of the corresponding variable and the identifiers of the tag, corresponding variable, corresponding log trigger (if applicable), and corresponding data source need to be the same on the device as in the template. If any of the above is different in the template than on the device, the tag's historical data will be removed.

You have now made the changes in the IXON Cloud, but these are not yet active in your device. You will need to push your changes to your device for them to take effect.

5. Click on Push config to device.

Load a device template to multiple devices

A device template can be applied to multiple devices from the devices overview. Applying a template to a device cannot be undone.

1. Go to Fleet Manager > Devices.
2. In the top right corner, open More optionsand select Select devices to apply template.
3. Select your devices.
4. In the top right corner, click on Apply template.
5. Select the device template you would like to load and individually select which settings from the template you wish to load to the device (details below).
   • You only see templates that are within your access scope. For example, if you only have access to a specific group within the IXON Cloud company, you do not have access to the company-wide templates. If you're missing templates, please contact your platform administrator and send them the following support article: How do I add a device template to a group?
   • Templates are not cross-type compatible. For example, you cannot load a template of an IXrouter2 to an IXrouter3.

   Setting	Details
   Custom fields	All custom fields on the device will be overwritten by the custom fields from the template. Custom fields that are entered on the device, but are empty in the template, will be cleared.
   LAN settings	All settings available at Network > LAN.
   Firewall settings	All settings available at Network > Firewall.
   VPN settings	All settings available at Network > VPN.
   Pages and cards	All settings available on the settings page View.
   Services (VPN, VNC, HTTP, WebSocket)	All services (VPN, VNC, HTTP, WebSocket) on the device will be overwritten by the services from the template. Services that are on the device, but not in the template, will be removed.
   Data sources	All data sources on the device will be overwritten by the data sources from the template. To prevent potential data loss, make sure that you read the full text below. Historical data is removed when its tag is removed. To prevent a tag from being removed, the identifiers of the tag, corresponding variable, corresponding log trigger (if applicable), and corresponding data source need to be the same on the device as in the template. If any of the above mentioned identifiers is different on the device than in the template, the tag will be removed and the tag's historical data will be removed as well.

You have now made the changes in the IXON Cloud, but these are not yet active in your devices. You will need to push your changes to each device for them to take effect.

6. Click on your device name and click on Push config to device.
   • Repeat this step for each device you applied the template to.