User's Manual
Table Of Contents
- Contents
- About This Guide
- Chapter 1
- Active System Manager Overview
- Chapter 2
- Getting Started
- Chapter 3
- Account Management
- Chapter 4
- User Profile Management
- Managing Security Functions
- Managing Groups
- Defining Permissions
- Modifying Permissions
- Managing Authentication Repositories
- Chapter 5
- Inventory Management
- Understanding Resource Modeling
- Building a Standard Active System Manager Inventory
- Configuring Discovery Setup
- Running Discovery
- Using Resource Types
- Using Resource Instances
- Building Resource Instances
- Modifying Core Properties for Resource Instances
- Modifying Resource Instance Resource Availability Dates
- Modifying Resource Instance Interfaces
- Displaying the Resource Availability Calendar View
- Deleting Resource Instances
- Setting Inventory Parameter Values
- Resolving Resource Dependencies
- Using Resource Interface Types
- Linking Resources
- Importing Inventory
- Importing Connectivity
- Exporting Connectivity
- Managing Resource Pools
- Managing Maintenance Windows
- Managing Virtual Resources
- Chapter 6
- Firmware Management
- Creating Active System Manager Software Repositories
- Updating Dell Chassis Firmware from the Operations Center
- Updating Dell Server Firmware
- Updating Dell Blade/Rack Servers Firmware from the Operation Center
- Updating Dell Blade/Rack Servers Firmware from an Active Session
- Updating Dell Blade/Rack Servers Firmware Using the Attach Server Profile Virtual Operation
- Updating Dell Blade/Rack Servers Firmware through an Orchestration
- Updating Dell Blade/Rack Servers Firmware Using the Attach Server Profile Custom Operation
- Minimum Firmware Versions for Active System Manager Components
- Chapter 7
- Server Template and Profiles
- Creating a Server Template
- Editing a Server Template
- Adding or Editing BIOS Information on a Server Template
- Adding or Editing RAID Information on a Server Template
- Adding or Editing Firmware Settings on a Server Template
- Adding or Editing Networks Settings on a Server Template
- Naming Conventions when using Orchestrations
- Server Profiles
- Chapter 8
- Using Inventory
- Chapter 9
- Repository Management
- Chapter 10
- Network Management
- Chapter 11
- Template Management
- Template Types
- Working with Templates
- Creating New Templates
- Saving Templates
- Changing Template Ownership and Permissions
- Opening Templates
- Closing Templates
- Deleting Templates
- Managing Template History Details
- Filtering Templates
- Validating Templates
- Importing Templates
- Exporting Templates
- Attaching a Template Image
- Scheduling Templates
- Archiving Templates using the Templates View
- Restoring Archived Templates
- Updating Templates using the Template Editor
- Viewing and Modifying Template Properties
- Adding Resource Types
- Setting Resource Type Properties for Scheduling
- Deleting Resource Types
- Adding Resource Types Based on Manufacturer Only
- Adding Resource Instances
- Modifying Resource Properties
- Deleting Resource Instances
- Defining Provisioning Policies
- Supporting Layer 2 Switching
- Using Annotations
- Updating Templates using the Link Editor
- Associating an Orchestration Workflow with Templates
- Chapter 12
- Session Management
- Introducing the Sessions Perspective
- Working with Running Sessions
- Scheduling a Session Using Templates
- Creating an Instant Session
- Opening Sessions
- Opening the Session Editor
- Using the Sessions Calendar
- Viewing Session Properties
- Editing Default Session Properties
- Assigning and Changing Session Ownership
- Canceling Sessions
- Deleting Sessions
- Purging Sessions
- Rescheduling Sessions
- Managing Session Links
- Handling Link Preemption
- Managing Session Resources
- Associating Scripts to Sessions
- Archiving Sessions
- Supporting Layer 2 Switching
- Saving Sessions
- Configuring Session Notifications and Reminders
- Starting and Stopping ASAP Rescheduling
- Managing Virtual Resources
- Chapter 13
- Orchestration Management
- Chapter 14
- Working with Test and Script Execution
- Chapter 15
- Reports
- Chapter 16
- Settings
- Chapter 17
- Dashboard

Working with Templates
Template Management 11-41
Defining Provisioning Policies
In order to have fine-grained control over provisioning policies for all three main phases of the session life
cycle (Setup, Teardown, and Snapshot operations), end users have the ability to define and change the
sequencing of operations for each resource available in the Template. If provisioning policies are not
overwritten, the Active System Manager system will execute its default policy. Policy changes are saved
with the Template content.
Changing the Default Policy Associated with a Template
To change the default policy associated with your Template, open the Specify Provisioning Policies
window by one of the following methods:
• In the Template editor, right-click and select Set Policies.
• From the Template property > Provisioning tab, click Sequencing.
The Provisioning Sequencing window displays and lists the default policies, along with all resources and
resource types available in the Template. There is only one set of provisioning policies per Template that
can be defined.
Figure 11-19 Specify Provisioning Policies (1)
Policies that can be overwritten are:
• Setup—Invoked during the session setup phase
• Snapshot—Invoked during the session Save or Save as
• Teardown—Invoked during the teardown setup phase
Template owners, users with update permissions on the Template and administrators, can define different
sequences on each policy.