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      How to Add a Template

      You can add a template from Zmanda Sentinel to manage backups for your entire organization.

      Follow the steps below to add templates and configure them for backup runs.

      Step 1. Log in to the Zmanda Sentinel and click Templates from the left navigation bar.

      Step 2. Click Add template.

      Step 3. When the Add Inclusions frame opens, add a unique template name.

      Step 4. Next, you can select all the folders that you wish to back up.

      All the common folders will be visible as a checkbox option. You can choose which folders to back up on all devices in your organization. There is also an option to backup user settings along with the primary drive (the drive where OS is installed) and secondary drive if required.

      If you want to select a specific folder to backup, you can use the CSV file to do so. Click on download the CSV file to download the CSV. You can add the exact path to the folder in the Inclusion column and then drop the file under the Upload CSV file box.

      If the uploaded CSV file is empty, you will see an error message mentioning the same.

      Step 5. Once the inclusions are selected, click Save & Continue button to proceed.

      If the template name is not given or inclusions are not selected, you cannot proceed to the next step.

      Step 6. You can select the file you wish to exclude from the backup. There are some default exclusions already configured for the backups. 

      You can exclude unwanted files and folders using the Exclusion.csv file. Download the template by clicking download the CSV file.

      Once you have the CSV file, add the path of the files and folders you want to exclude to the Exclusion column.

      You can then upload it to the Upload CSV file section.

      Step 7. Click Save & Continue to proceed.

      Step 8. On the next screen, you can configure the upload and download limit. You can also set general preferences for devices in the organization.

      You can turn on and off the following settings in General Preference as per your requirements

      • Shows installer download instructions on the first login.

      • Sends download instructions in the password reset email.

      Step 9. Once you set the preferences, click the Create template button.

      You will now see the newly added template in the table.

      You can now delete, rename, and modify the newly created template and also set it as default.