Create a template in SAM

Templates include a number of component monitors you can add and then customize. When complete, assign the template to managed nodes to collect specific metrics at each polling.

SAM includes two options for creating new templates:

  • (Recommended) Create component monitors using the Component Monitor Template Wizard and add them to a new template. This option adds instances of a component monitor type with fewer steps to create a template.
  • Create a fresh template without component monitors. You will need to add component monitors manually.

Using Script component monitors requires additional steps and considerations, as described in:

Component monitors may have prerequisites, configuration, and credentials requirements for target systems. See SAM component monitors.

Create a template

Create a template:

  • Component Monitor Wizard: adds multiple instances of a selected component monitor to quickly create a template. You can customize each monitor as needed and assign the monitors to a new template all through the wizard.
  • New, empty template: gives you a template to add component monitors from a list of all available monitors.
Customize the new template Add component monitors to the new template for specific services, processes, and applications you want to monitor. Customize configurations and add scripts.
Add component monitors

With the base component monitors added to a new template, add other component monitors as needed per application.

Assign a template to a node Templates assigned to nodes begin collecting data with the next poll, providing specific metrics and data responses based on the component monitors and configurations. For script monitors, the script collects data and returns metrics and values according to the code you enter.

Create a template with the Component Monitor Wizard

The fastest method to create a template with a set of component monitors is using the Component Monitor Wizard. The wizard provides the most common and popular component monitors per platform. Using this wizard, you can create multiple instances of a selected component monitor to add to a new or existing template.

You may need to log in with an administrator account to perform this action.

When done, you can edit the template to add additional component monitors as needed.

For example, you may need to monitor 20 services on servers and run custom PowerShell scripts. Creating a template using the wizard to easily generate 20 process monitors or service monitors (depending on your use case) for the services. After created, you can add additional PowerShell script monitors as needed.

When you enter credentials for component monitors, a connection test runs. Depending on the components, you may need to enter additional server and credentials data.

  1. Click Settings > All Settings > SAM Settings.
  2. Under Getting Started with SAM, click Component Monitor Wizard.
  3. On the first tab of the wizard, select a component monitor type to add to your template, such as Windows Service Monitor, and then click Next.

  4. To select a Target server, enter an IP address or browse to an existing node. Provide all required information and click Next to display a list of available processes, services, and performance counters for the server.

  5. On the Select Component tab, select the services you want to add as component monitors for the template, and then click Next.
  6. On the Edit Properties tab, customize each component monitor by selecting its check box and clicking [+}.

    If you selected a script monitor, review the following information for writing scripts:

    When finished customizing component monitors, click Next.

  7. On the Add to Application Monitor or Template tab, select New Application Monitor Template, enter a Name for the template, and click Next. , Create a new template using the New Application Monitor Template. Enter a name when prompted.

    Make sure the name of the template does not begin or end with a space. Otherwise, application monitors based on the template may not appear in widgets. Edit the name to remove extra spaces.

  8. Assign the template to nodes in your environment according to server type (such as Windows or VMware).

    Expand and select one or more servers to assign the template.

  9. Review the configured component monitors prepared to push to nodes. When ready, confirm the template creation.

    The template creates, populating with the component monitors and configured settings, assigned to the selected nodes.

Continue by adding component monitors.

Customize the new template

With the template created, you can edit each component monitor, add more monitors, and complete any configuration settings.

  1. Click Settings > All Settings > SAM Settings and select Manage Templates.
  2. Locate and select the new template in the list using search. Click Edit.
  3. Add general information and settings for the template including the name, description, and tags.
  4. Depending on the load of the calls for the component monitors, set the polling frequency and timeout.
  5. When done, click Submit to save the changes.

Make sure the name of the template does not end or begin with a space. Otherwise, the related application monitor may not appear in widgets that display application monitors for nodes.

Add component monitors

When editing a template, you can add component monitors using either of these options:

  • Manually Add Component Monitors allows you to select and add multiple types of component monitors to the template
  • Browse for Component Monitors opens the Component Monitor Wizard to add multiple instances of a selected component monitor

This scenario uses the Manually Add Component Monitor option.

  1. You have two options for adding component monitors. This scenario uses the Manually Add Component Monitor option.

    • Manually Add Component Monitors allows you to select and add multiple types of component monitors to the template
    • Browse for Component Monitors opens the Component Monitor Wizard to add multiple instances of a selected component monitor

  2. When added, you can modify the configurations and custom settings per monitor.
  3. Click the checkbox for a component monitor, click in the Quantity field to add multiples, and click Add.

    A number of each selected component monitor add to the template with an expander.

  4. Expand each component monitor to configure settings, add scripts, and more.
  5. When completed, click Submit.

    As you work, you can click Save and Continue Working to save as you add and complete component monitors.

Assign a template to a node

To begin monitoring with templates, you need to assign templates to node. When assigned and enabled, the template collects and reports on polling data to the node according to the application monitors and configuration settings. To add nodes, see Discover and add network devices.

To assign templates to nodes:

  1. In the Orion Web Console, click Settings > All Settings > SAM Settings and click Manage Templates.
  2. Check the template(s) to assign, and click Assign to Node.
  3. Specify the node(s) to monitor and click Next.
  4. Enter or select the appropriate credentials.
  5. Click Assign Application Monitors.