Ask the Community
Groups
What is a Template Agent and why would I use one? - Connect IT Community | Kaseya
<main> <article class="userContent"> <p><strong>QUESTION</strong><br>What is a Template Agent and why would I use one?<br><br><strong>ANSWER</strong><br>A Kaseya agent is installed on a machine using the agent installer, typically called KcsSetup.exe (on Windows).<br>When this setup runs, it just uses a set of default settings - the agent will typically check in to the "unnamed.root" group and will have a couple of default procedures scheduled, such as the audit.<br><br>In some cases, you would like the agent to check in with certain settings predefined - the group that the agent will check in to, or the default procedures that it will run.<br><br>This is where templates come in.<br><br>1. Go to the Agent tab -> Create page<br>2. Type a name for the agent and select the group that you want to create it in.<br>NB. The normal behaviour is to create a group called "Templates" and create the templates in there. <br>3. Click Create<br><br>This will create a Template Account. This creates an agent in the database that you can apply settings to, but it is not associated with a real machine, it is just a placeholder.<br><br>Now that you have this, you can configure it just like a real agent, you can schedule procedures against it, change the menu settings, the check-in address and so on.<br><br>You can have as many templates as you wish, a server template, a laptop template and so on, even different templates for each customer/machine group.<br><br><strong>ADDITIONAL INFORMATION</strong><br>The next step is to create an agent install package based on this template. Click here - <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.zendesk.com%2Fentries%2F104709363-How-can-I-make-a-custom-installer-to-automatically-apply-default-settings--">https://kaseya.zendesk.com/entries/104709363-How-can-I-make-a-custom-installer-to-automatically-apply-default-settings--</a> for instructions on this part of the process<br><br></p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> </article> </main>