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  1. Log in to the Infoblox Portal.

  2. Click the Configure > Servers tab.

  3. Select the server from which you want to create a template, and then click the … icon > Create Template.

  4. In the Create Template dialog, specify the following:

    • Name: Enter a name for the template.

    • Description: Enter a description for the template.

    • TAGS: Click Add and specify the following to associate a key with the template:

      • KEY: Enter a meaningful name for the key, such as a location or a department.  

      • VALUE: Enter a value for the key. For details, see Managing Tags.

    • Template from Server: This displays the name of the server from which the Infoblox platform is taking a snapshot of the service configurations.

    • Services: The following is displayed for each of the services captured in the template. You cannot make changes to the following information.

      • Service Name: The format of the service name: <server_name>_<service_type>. When you apply the template to a server, the <server_name> will display the name of the server to which you have applied the template.

      • Service Type: The service type, such as cdc (for the Cloud Data Connector service) or dns (for the DNS service).

      • Interface Bindings: The interface labels you have configured for the corresponding interface binding with the service.

  5. Click Save & Close

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