6.5 Custom Deploy Templates

Create your own deployment templates, specific to your environment

Plan Requirement: Custom Deploy Templates are an advanced automation feature and are only available on our Business and higher tier plans.

A Custom Deploy Template is a reusable deployment configuration that defines the operating system, certificate format, file destinations, and post-deploy script. Templates are used to standardize deployments across multiple agents, especially for custom software or network appliances not covered by auto-discovery.

Operating System

When creating a custom template, the first choice is which operating system it will work on. Paths and other variables are OS-specific.

Starting Template

Often times it’s useful to start from an existing template. When you’re making a custom one, you must choose an existing template to start from. You can pick a basic “empty” one or you can start with something more complicated (Palo Alto/F5)

Destination Paths

When you create a custom template, you can actually specify the specific file paths you’d like, or you can let us pick a default.

Mode Description
None Destination paths are unique to each agent and must be specified during import.
Automatic Paths are automatically created relative to the agent’s config directory. $certPath / $CERT_PATH variables will be populated automatically
Specific Static paths that are identical across all target agents. Overrides any auto-discovery hints.

Variables

Templates can declare variables for parameters that vary by host (e.g., service names, custom log paths). These variables are substituted into the update script at runtime.

You can specify variables and default values for those variables.

Importing Custom Templates

Custom templates appear in the deployment configuration form under the Yours section. Importing a template applies the pre-defined format, script, variables, and tags to the new configuration.