: Create a Site Template

Create a Site Template

Table of Contents

Create a Site Template

Learn to create a site template.
Create a site template using an existing site template.
  1. Navigate to
    Site Templates
    Add Site template
  2. You can use an existing site as a template (recommended) or Import a Site template.
    The recommended best practice is to initially creating a site with all essential configurations and validating its functionality. After the site is operational, this site can serve as a foundation for a site template. Importing a site template involves downloading previously utilized templates, adjusting them as per your requirements, and then re-importing the updated versions.
    • To use an existing template, click
      Use an existing site as a template
    • Alternatively,
      Import a site template
      by uploading a Jinja template and the corresponding csv file.
      To import, select a Jinja template and the corresponding csv file from your local system and then
      . Ensure your CSV file contains at least one row of data, as the system will validate to ensure the output is correct.
      After you import the template, you cannot edit the template. To modify the template, download the template, edit and then re-upload the template.
      When uploading a template, Jinja supports conditional statements to boost flexibility in deployments. This includes IF statements, comparisons, and replacements. If you encounter an error during upload, ensure your Jinja formatting is correct, as the system validates the uploaded CSV content against a successful YAML file format. Few examples of the conditional statements are provided below:
    {%- if dhcp2.upper() == "DHCP" %} - address_family: ipv6 broadcast_address: custom_options: default_lease_time: 43200 {%- if dhcp2_description and dhcp2_description|length != 0 %} description: {{ dhcp2_description }} {%- else %} description: {%- endif %} disabled: false dns_servers: - 2001:db8:a0b:12f0::1 domain_name: gateway: ip_ranges: - end_ip: 2001:db8:a0b:12f0::220 start_ip: 2001:db8:a0b:12f0::3 max_lease_time: 86400 network_context_id: static_mappings: subnet: 2001:db8:a0b:12f0::/64 tags: vrf_context_id: Global {%- endif %}
  3. Enter a
    Site Template Name
    The site name must be unique, duplicate entries will throw an error.
  4. Select
    Site Type
    , whether branch or DC.
  5. Select the
    Branch Site
    that you want to clone.
  6. Click
    The template includes a set of attribute keys and its associated values. It comprises a predefined set of variables to facilitate deployment, encompassing essential information like site name, address, serial numbers, software version, and SNMP authentication strings, among others. The objective is to identify any additional variables necessary for unique site configuration within your site deployment. Prisma SD-WAN greatly simplifies site templates by utilizing integrated policy abstraction for items such as Path, QoS, NAT, and Security, along with objects. This minimizes the requirement for creating variables, only necessitating them for distinct items at a branch, such as LAN/WAN IP addresses or circuit settings.
    For every site template, the following variables are mandatory:
    • Site Name:
    • Software Version:
    • Serial Number:
      . For HA deployments, the templates includes variable
    The controller will reject site data if these variables are missing from the file.
    After the site template is created, you can add more variables for any elements that will be unique within your site deployment.
  7. Editing Variables
    : allows to
    additional variables for values that should be unique,
    existing values to something new, and
    default variables if they are unnecessary. The variables within the template are listed in the 'Variables' section, and they are highlighted in green text.
    • Create variables
      : Variables serve as repositories for unique site-specific data. You can customize these variables to align with your site configuration. The variables in the template appear in the Variables list highlighted in green text.
      1. Highlight the variable from the template.
      2. Make Variable
        is highlighted. Click
        Make Variable
      3. In the Make Variable dialog, enter a
        for the variable.
      4. Apply
        this change to all instances in the template and
        . The selected data appears in the Variables list.
      5. Save
        your changes.
      6. If you want to remove a variable and make it a static value, delete the variable from the variables list. On the confirmation dialog, click OK to delete. The variable becomes a static value and the variable is removed from the variable list.
    • Update Static Value
      1. Highlight the variable from the template.
      2. Update Static Value
        is highlighted. Select
        Update Static Value
      3. In the Update Static Value dialog, enter a static
        for the variable.
      4. Apply
        this change to all instances in the template and
        . The selected variable is updated with static value.
    • Delete Variables
      1. Enter a variable name to search in the search box.
      2. Delete (X) the variable which will return the original value to the template. For example, when you prefer to hard code your SNMP authentication string directly into the template, rather than using a variable. By removing the variable and updating the value directly, it offers a way to provision the SNMP settings for sites.
    • Search Variables
      : Enter a variable name in the Search box to search.
    • Check Syntax
      : If you have edited the variable, check the syntax of the template file. Green indicates the template has no errors.

Download the Site Variables

Downloading the site variables provides a reference to the necessary data required to deploy new sites at scale using this template. You can also access the site template, and site data (for sites already deployed) from the site templates page.
  1. Select the site template you want to download.
  2. On the top-right corner, click the
  3. Select
    Sites Variables
    . A CSV file containing all the variables defined in the template and their corresponding values are downloaded.
    If you choose to download the Site Template, it is downloaded in Jinja format. Site Data, for sites deployed using a template, and site variables can also be downloaded and is available in the CSV format. If there is no data, you get a notification that there is no data to export.

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