Template-driven Group and Policy management allows you to standardize Group settings using WebAdmin, Policy, and Category Templates.  A WebAdmin Template contains Policies with their Categories, URL List entries and other settings. A WebAdmin Template also specifies a Policy Event (time duration), Deny Pages, Logging Mode, Client Thresholds, Group Language, Enforced Categories and IP Range Restrictions (when ‘Enabled Group Restrictions’ is applied).
 

When applying a Template, these items are copied over:

  • Policies (Categories, Shared and Local Lists)
  • Policy Events (time durations)

Items not copied over are:

  • Clients
  • Reports
  • Managers (Accounts)
  • Authentication Redirect Settings

     

Resetting a Group with a WebAdmin Template
 

The admin has created a WebAdmin Template called ‘School Template’.  We will apply this template to the existing Groups.


1.    In the Policy Management > Group Manager, click Grade_09 Group.

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2.    Click the Advanced tab and then the arrow beside ‘Reset based on WebAdmin Template’.

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3.    Select School_Template and click Submit.

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4.    The ‘Successfully reset the group’ message displays.

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5.    Repeat the procedure for the other Groups.
 

Creating a New Group from a WebAdmin Template
 

Once WebAdmin Templates are available, you can apply it when creating a Group.

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