Managing SD-WAN instance templates

The SD-WAN instance templates table is displayed in the SD-WAN → SD-WAN instance templates section. Default SD-WAN template is the SD-WAN instance template that is created by default. Information about SD-WAN instance templates is displayed in the following table columns:

• ID is the ID of the SD-WAN instance template.
• Name is the name of the SD-WAN instance template.
• Used specifies whether the SD-WAN instance template is being used by SD-WAN instances:
  • Yes
  • No
• Updated is the date and time when the SD-WAN instance template settings were last modified.
• User is the name of the user that created the SD-WAN instance template.

The actions that you can perform with the table are described in the Managing solution component tables instructions.

The SD-WAN instance template settings are displayed on the following tabs:

• Information contains basic information about the SD-WAN instance template. You can edit the name of the SD-WAN template in the Name field.
• Traffic classes contains settings of traffic classes.
• Traffic classifiers contains settings of traffic classifiers.
• QoS rules contains settings of quality of service rules.
• Transport services contains settings of transport services.
• Tenants contains tenants that have been added to the SD-WAN instance template.
• High availability is the number of controller nodes of the SD-WAN instance.
• Transport/service strategy is the transport strategy used in the SD-WAN instance.

Creating an SD-WAN instance template

To create an SD-WAN instance template:

1. In the menu, go to the SD-WAN → SD-WAN instance templates section.

   A table of SD-WAN instance templates is displayed.

2. In the upper part of the page, click + SD-WAN instance template.
3. This opens a window; in that window, enter the name of the SD-WAN instance template.
4. Click Create.

The SD-WAN instance template is created and displayed in the table.

You need to configure the created SD-WAN instance template. In the SD-WAN instance template, you must specify the basic settings of the SD-WAN instance, such as quality of service and transport service settings. You also need to add the tenant to the SD-WAN instance template to have the SD-WAN instance template settings applied to the SD-WAN instance when you deploy the SD-WAN instance for that tenant. For a description of tabs, see the Managing SD-WAN instance templates section.

Setting the default SD-WAN instance template

If the tenant has not been added to any SD-WAN instance template, the Default SD-WAN template is used when deploying an SD-WAN instance for that tenant. You can assign a different SD-WAN instance template as the default.

To set the default SD-WAN instance template:

1. In the menu, go to the SD-WAN → SD-WAN instance templates section.

   A table of SD-WAN instance templates is displayed.

2. Click the SD-WAN instance template that you want to make the default SD-WAN instance template.

   The settings area is displayed in the lower part of the page. You can expand the settings area to fill the entire page by clicking the expand icon . By default, the Information tab is selected, which displays the name of the SD-WAN instance template.

3. In the upper part of the settings area, under Actions, click Set as default template.

The SD-WAN instance template becomes the default SD-WAN instance template.

Selecting the number of controller nodes for an SD-WAN instance

An SD-WAN instance is not deployed if the number of controller nodes specified in the SD-WAN instance template does not match the actual number of controller nodes of the SD-WAN instance.

To select the number of SD-WAN instance controller nodes:

1. In the menu, go to the SD-WAN → SD-WAN instance templates section.

   A table of SD-WAN instance templates is displayed.

2. Click the SD-WAN instance template for which you want to select the number of controller nodes.

   The settings area is displayed in the lower part of the page. You can expand the settings area to fill the entire page by clicking the expand icon . By default, the Information tab is selected, which displays the name of the SD-WAN instance template.

3. Select the High availability tab.
4. Select the number of controller nodes
5. In the upper part of the settings area, click Save to save the settings of the SD-WAN instance template.

Adding a tenant to an SD-WAN instance template

You need to add the tenant to the SD-WAN instance template to have the SD-WAN instance template settings applied to the SD-WAN instance when you deploy the SD-WAN instance for that tenant.

To add a tenant to an SD-WAN instance template:

1. In the menu, go to the SD-WAN → SD-WAN instance templates section.

   A table of SD-WAN instance templates is displayed.

2. Click the SD-WAN instance template into which you want to add a tenant.

   The settings area is displayed in the lower part of the page. You can expand the settings area to fill the entire page by clicking the expand icon . By default, the Information tab is selected, which displays the name of the SD-WAN instance template.

3. Select the Tenants tab.

   A table of tenants is displayed.

4. Click + Tenant.
5. This opens a window; in that window, select the created tenant that you want to add to the SD-WAN instance template.
6. Click Add.

   The tenant is added to the SD-WAN instance template and is displayed in the table.

7. In the upper part of the settings area, click Save to save the settings of the SD-WAN instance template.

Removing a tenant from an SD-WAN instance template

You can remove a tenant from an SD-WAN instance template; if you do so, this SD-WAN instance template will not be used in SD-WAN instance deployment for the tenant.

To remove a tenant from an SD-WAN instance template:

1. In the menu, go to the SD-WAN → SD-WAN instance templates section.

   A table of SD-WAN instance templates is displayed.

2. Click the SD-WAN instance template from which you want to remove a tenant.

   The settings area is displayed in the lower part of the page. You can expand the settings area to fill the entire page by clicking the expand icon . By default, the Information tab is selected, which displays the name of the SD-WAN instance template.

3. Select the Tenants tab.

   A table of tenants is displayed.

4. Click Delete next to the tenant that you want to remove from the SD-WAN instance template.

   The tenant is removed from the SD-WAN instance template and is no longer displayed in the table.

5. In the upper part of the settings area, click Save to save the settings of the SD-WAN instance template.

Deleting an SD-WAN instance template

You cannot delete the default SD-WAN instance template.

Deleted SD-WAN instance templates cannot be restored.

To delete an SD-WAN instance template:

1. In the menu, go to the SD-WAN → SD-WAN instance templates section.

   A table of SD-WAN instance templates is displayed.

2. Click the SD-WAN instance template that you want to delete.

   The settings area is displayed in the lower part of the page. You can expand the settings area to fill the entire page by clicking the expand icon . By default, the Information tab is selected, which displays the name of the SD-WAN instance template.

3. In the upper part of the settings area, under Actions, click Delete.
4. In the confirmation window, click Delete.

The SD-WAN instance template is deleted and is no longer displayed in the table.