Configuring the Automatic Template Assignment Policy

To configure the automatic template assignment policy:

1. Select Settings > Configuration Template in the navigation pane.
   The Configuration Templates page is displayed.
   
2. Click Auto Assign.
   The Auto Assign page is displayed.
   
3. Define the conditions for a device to be assigned to the configuration template:
   1. Click Add Condition.
      A row is displayed in the table.
      
   2. Click the cell in the Field column and select the condition parameter from the drop-down list.
   3. Click in the Operator column and select the condition operator from the drop-down list.
   4. Click in the Value column, and select selecting values or entering the free-text value.
      Multiple values must be separated by commas.
      For example:
      • If you select Installed Version as the condition parameter in the first column, Equals as the condition operator in the second column, and enter 7.12 in the third column, then the condition is met when the device's installed firmware version is 7.12.x.
      • If you select Owner as the condition parameter in the first column, is one of as the condition operator in the second column, and enter groupA, groupB in the third column, then the condition is met when the device owner's user account belongs to user group groupA or user group groupB.
   5. Click in the Template column, and select the template that is assigned when the condition is met.
   6. Click in the Actions column.
   Note

   To edit a condition, click in the row to edit.
   To remove a condition, click in the row to remove.

4. To specify that the policy includes a default configuration template:
   
   1. Select the Settings tab.
   2. Slide If no match, apply default template on.
      
   3. Select the template to apply when none of the conditions are met.
5. Click Save.