---
title: "Discovery Templates"
slug: "discovery-templates-1"
updated: 2025-12-17T09:29:25Z
published: 2025-12-17T09:30:07Z
canonical: "help.symphonysummitai.com/discovery-templates-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Discovery Templates

To Configure Discovery Templates, perform the following steps:

1. Select **Admin** > **Advanced** > **Discovery & Monitoring** > **Discovery Templates**.
2. On the Discovery Templates page, Select the Tenant on the Filters pop-up to view the list of configured Scripts.
3. On the Discovery Templates page, click the Add New icon on the Actions panel. The Copy Template pop-up page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SSH.jpg?sv=2026-02-06&spr=https&st=2026-11-11T13%3A58%3A29Z&se=2026-11-11T14%3A58%3A29Z&sr=c&sp=r&sig=pUBj%2BY9%2FFoFg32Bkfr3qNPXk6qzGlPnVvCeHGcVJA3g%3D)

Figure: Copy Template - SSH/WMI Protocol

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SNMP.jpg?sv=2026-02-06&spr=https&st=2026-11-11T13%3A58%3A29Z&se=2026-11-11T14%3A58%3A29Z&sr=c&sp=r&sig=pUBj%2BY9%2FFoFg32Bkfr3qNPXk6qzGlPnVvCeHGcVJA3g%3D)

Figure: Copy Template - SNMP Protocol

| Field | Description |
| --- | --- |
| Template Name | Specify the name of the template. |
| Source |
| Department | By default the Global Tenant is selected to copy the pre-defined commands. |
| Protocol | Select the Protocol type from the drop-down list. |
| Template | Select the Template from which the data should be copied. |
| For WMI and SSH Protocols |  |
| OS Platform | Select the OS Platform from the drop-down list. Based on the selected OS Platform, the list of available OS Flavors are displayed under the OS Flavor drop-down list. You can configure the drop-down values on the COMMON MASTERS CONFIGURATION page. For more information, see Configuring Common Masters. Also, the drop-down values are automatically captured during discovery of devices. For Example: Consider that you selected Linux, the OS Flavors of Linux such as Red Hat Enterprise Linux, Ubuntu, Linux Mint get displayed under the OS Flavor drop-down list. |
| OS Flavor | Select the OS flavor of the selected OS Platform from the drop-down list. Based on the selected OS Platform, the list of available OS Flavors are displayed under the OS Flavor drop-down list. You can configure the drop-down values on the COMMON MASTERS CONFIGURATION page. For more information, see Configuring Common Masters. Also, the drop-down values are automatically captured during discovery of devices. |
| For SNMP Protocol |
| Device Category | Select the Device Category from the drop-down list. For example: Network Device, Server, Printer etc. |
| Sys Object ID | Select the Sys Object ID of the selected device in the Device Category. |
| TARGET |
| Department | Select the Department to which the source data should be copied. |
| OS Flavor (For WMI and SSH Protocols) | Select the OS Flavor to which the template should be copied from the Source template. |
| Sys Object ID (For SNMP Protocol) | Select the Sys Object ID in the drop-down list. |
4. On the Copy Template pop-up page, specify the required details. For more information about the fields on the Copy Template pop-page see, Field Description.
5. Click Submit. The Discovery Templates page with the default parameter list is displayed.

Actions

This section explains all the icons displayed on the Actions panel of the Discovery Templates page:

Filters

Click the Filters icon to specify a particular filter criteria to display the configured Scripts. On clicking the Filters icon, the Filters pop-up page is displayed. Select the Tenant, Script Type and Target Platform. Click Submit.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filters_Discovery Template.jpg?sv=2026-02-06&spr=https&st=2026-11-11T13%3A58%3A29Z&se=2026-11-11T14%3A58%3A29Z&sr=c&sp=r&sig=pUBj%2BY9%2FFoFg32Bkfr3qNPXk6qzGlPnVvCeHGcVJA3g%3D)

Figure: Filters

Show List

Click Show List to display the List table showing all the configured Scripts for the selected filter criteria.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/show list.jpg?sv=2026-02-06&spr=https&st=2026-11-11T13%3A58%3A29Z&se=2026-11-11T14%3A58%3A29Z&sr=c&sp=r&sig=pUBj%2BY9%2FFoFg32Bkfr3qNPXk6qzGlPnVvCeHGcVJA3g%3D)

Figure: Show List

- To modify a Script, click the configured Script Name. Make appropriate changes and click SUBMIT.
- Click the Include Inactive check box to view the inactive Scripts.

> [!NOTE]
> Note:
> 
> When the configured Script are displayed under the LIST table, the ADD NEW action and Filters are displayed on the ACTIONS panel. Click ADD NEW to configure a new Script.