Throughout your patch management journey, you will customize object templates to meet the needs of your business environment. Adaptiva recommends setting up your own folder to hold object templates that you customize or create, to keep them separate from those provided by Adaptiva.
When creating new templates for most objects in the ???, or when customizing (save as) existing templates, create a location under each object to hold your templates separately from those provided by Adaptiva.
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Select an object on the left navigation menu of the OneSite Patch dashboard. This example uses Strategy > Patching Strategies.
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Create a new folder to hold your Patching Strategies:
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Select the ellipsis (…) to the right of the Patching Strategies Folder, and then select New Folder.
This opens the Create New Folder dialog.
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Enter a descriptive Name for the folder, and then click OK on the bottom-left corner of the dialog.
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This creates the new folder structure showing both your folder and the Patching Strategies folder.
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When you create new strategies or modify existing strategies, move them to your folder location (see Move an Object Template Between Folders).
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After creating an object template and creating a new folder to hold your object templates, use the following procedure to move saved templates from one folder to another.This example uses Strategy > Patching Strategies.
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Select and hold the stacked icon next to the template you want to drag and drop to the new folder.
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Drag the stacked icon over the folder, and then release it.
This opens the Move Objects dialog.
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Select OK to confirm the move.
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Select the designated folder to view its content and verify that the list includes the template you moved.
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