Using the Manage Templates Component

Manage Templates are used to create a template that makes up the list of reports at group level or unit level. The list of available reports for each of the product types (Firewall, SRA, CDP, and ES) are abstract, so all the available reports in system are presented here. The report list contains the appliance firmware and shows all the available reports in GMS for the appliance. This decision on which report is applicable to a particular firmware version (for example, Application Intelligence is for SonicOS 5.8 and above) is made at run time when the scheduled report engine is ready to create the report. The schedule report creation and the template usage is detailed in this section.

Adding a Template

To add a template using the Template Manager, complete the following steps:

1	Navigate to the Universal Scheduled Report > Manage Templates page.

 

2	Choose the tab for the appliance to which you wish to add a template.

3	Select the option for either a unit or group template.

4	Click Add Template.

The Edit Template window displays.

5	Enter a name for your template.

NOTE: Visible to Non-Administrators is available for SonicWALL GMS only.

6	Visible To Non-Administrators is disabled by default, select the check box to enable this option. This allows the end users to view list of all the report templates at a read-only level.

7	Select the check box next to the Reports you wish to use for this template.

8	Select the check box next to the Policies you wish to use for this template.

9	Click Add. The configured template is now populated in the Template Manager list.

Editing an Existing Template

This section details the configuration procedures for editing an existing template. The Universal Scheduled Report > Template Manager allows you to filter the template list by Name, Level, Owner, and Last Update. To use the Search option to find and edit an existing template, complete the following steps:

Searching for an Existing Template

1	Navigate to the Universal Scheduled Reports > Manage Template page.

2	Click the search text field, then enter your search criteria.

A pull-down appears under the search text field.

Select a filter for your search criteria by clicking Name, Level, Owner, or Last Update from the search pull-down list. The Template Manager window displays the latest search results. Notice the template list now only shows report templates for level: units.

 

NOTE: To clear your search results and return the reports template list back to default, click Clear.

Editing an Existing Template

Now that you found an existing template using the search filter, it is time to use the edit option.

CAUTION: Editing an existing template also changes the associated scheduled reports (if applicable).

1	Click the Edit icon for the report you wish to edit.

The Edit Template window displays

2	Edit the name for your template.

NOTE: Visible to Non-Administrators is available for SonicWALL GMS only.

3	Visible To Non-Administrators is disabled by default, select the check box to enable this option. This allows the end users to view list of all the report templates at a read-only level.

4	Select the check box next to the Reports you wish to use for this template.

5	Select the check box next to the Polices you wish to use for this template.

6	Click Update. The configured template is now populated in the Template Manager list.

Deleting a Template

The Template Manager offers three different ways to delete a template: deleting a single template, deleting multiple templates, or deleting all templates. Use the section Searching for an Existing Template to search for templates to delete. To delete Universal Scheduled Report Template(s), complete the following steps:

WARNING:Deleting a template(s) creates a cascading task to remove it from the Scheduled Reports that are using this template.

Deleting a Single Template

1	Navigate to the Universal Scheduled Reports > Manage Template page.

2	Click the Trash icon for the template you wish to delete from the Template Manager list.

Deleting Multiple Templates

1	Navigate to the Universal Scheduled Reports > Manage Template page.

2	Click the check boxes for the templates you wish to delete.

3	Click Delete Selected. This button is grayed out by default until a check box is selected.

 

Deleting all Templates

1	Navigate to the Universal Scheduled Reports > Manage Template page.

2	Select Name, this selects all templates in the list.

3	Click Delete Selected. This button is grayed out by default until a check box is selected.