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Step 5: Create your first template

Why this step

A template is the complete set of settings your gateways receive. A gateway without a template cannot be set up, so you create one before you add gateways.

You need

  • The role Org Admin or Editor.
  • Your target platform: Pallax (your Pallax workspace ID and gateway type, from support) or Generic (the host name and port of your broker and the three files of the credential, from your broker's operator). Details: Create template.

Do this

  1. In the menu, under FLEET, click Config templates.
  2. Click Create template (1). (New template at the top right does the same.)
  3. Enter a NAME (2), for example Test gateways. It must be unique in your organisation.
  4. Under TARGET PLATFORM, click Generic or Pallax (3). For Pallax, add no _target: the target is set on each device, see Pallax target.
  5. Click Create (4).
  6. Only for Generic: set the broker and upload the credential.

Empty templates page: 1 Create template

New template dialog: 2 name, 3 target platform, 4 Create

You should see

Your template in the Templates list, with its target platform and 0 devices. For Generic, after the upload, the Broker credential card shows the certificate's facts, and "No credential — devices will fail check-in" is gone from the list.

If not

Find the message you see under Create template, Common errors.