---
title: "Managing Configuration Templates"
slug: "managing-device-configuration-templates-6-1"
tags: ["Portal", "8.3"]
status: "update"
updated: 2026-08-05T12:38:43Z
published: 2026-08-05T12:39:18Z
canonical: "kb.ctera.com/managing-device-configuration-templates-6-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.ctera.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Configuration Templates

CTERA Portal enables you to centrally manage device settings, by assigning devices to *configuration templates*: When a device connects to a portal with a configuration template, the device inherits the following settings from that template: [Backup Sets](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#backup-sets) – Filters to select files to include in the backup, based on criteria of your choice, such as file type, location, and modification date. [Exclude Sets](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#exclude-sets) – Filters to select files to exclude from the backup based on criteria of your choice. [Backup Schedule](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#backup-schedule) – Specify the backup schedule. [Backup Throughput](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#backup-throughput) – You can restrict the amount of bandwidth used for backing up files online. [Scripts](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#scripts) – Specify CTERA Agent scripts within device templates. [Cloud Drive](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#cloud-drive) – Which portal cloud folders are be synchronized with the device, and with which folder each cloud drive folder is synced. [Sync Throughput](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#sync-throughput) – Restrict bandwidth for specific hours in a day or on specific days. [Software Updates](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#software-updates) – A firmware image for all relevant devices. [Update schedule](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#update-schedule) – Configure how and when to install updates. [Consent Page](/v1/docs/adding-or-editing-a-device-configuration-template-2-1#consent-page) – Configure a consent page that has to be accepted before a user can log in to a device, such as an edge filer, that is connected to the portal.

**Note**

Some of these settings can be overridden by a device user.

Devices can be assigned to templates based on the *automatic template assignment policy*, which specifies a set of criteria for assigning a template such as device type and operating system, as well as an optional default template that is assigned when none of the criteria are met. See [Configuring the Automatic Template Assignment Policy](/v1/docs/configuring-the-automatic-template-assignment-policy-6-1).

## Viewing Device Configuration Templates

**To view all device configuration templates in the portal:**

- Select **Settings > Configuration Template** in the navigation pane.  

The **Configuration Templates** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-UVG5GLOV.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A46Z&se=2026-11-11T05%3A43%3A46Z&sr=c&sp=r&sig=K3QtI8VB%2BQBz7EjzzJXeCOjlSD%2FQgP8YkQLkOmy2COc%3D)

The portal does not have any predefined configuration templates.