Creating a Template

Create a template from the security control baseline settings for an OCI instance.

Prerequisite: You must have an OCI instance registered in Oracle CASB Cloud Service. See Adding an OCI Instance.

1. Select Applications from the Navigation menu. If the Navigation Menu is not displayed, click the Navigation Menu icon to display it.

   • In card view, click the icon for the instance that you want to modify, and then in the Health Summary, select Modify, Update security control baseline.

   • In grid view, drop down the Action list for the instance you want to modify and select Update security control baseline.

   Tip:

   Alternatively, from the Dashboard or the Applications page, you can select Add/Modify App, Modify an app instance, Update security control baseline, and then select the application instance you want to modify and click Next.

2. To the right of the Template box at the top of the page, click the Plus Sign icon .
3. Enter a name for the new template in the box that appears.

   Note:

   After you press Enter on the new template's name, no changes are apparent at the top of the page. If you scroll to the bottom of the page, you'll see the new template's name in the Confirmation prompt.

4. Make any changes needed in the security control settings in the OCI instance, so that they are exactly what you want the template to have.

   Click the Edit icon to make the setttings editable for the security control.

   The new template will pick up all the settings from the OCI instance except those in Exception sections.

5. When you are ready to create the new template, using the current security control settings for the OCI instance:
   1. Scroll to the bottom of the page and look at the prompt under the Confirmation heading.

      The prompt should say, "Use the new threshold values and update template <template_name>," where <template_name> is the name you entered at the top of the page.

   2. When you have verified the confirmation prompt, select Use the new threshold values and update template <template_name>..

      This enables the Submit button.

   3. Click Submit.

      The name of the template you just created now appears in the Template box at the top of the page. This indicates that the new template is now attached to this OCI instance.

6. If you do not want the new template to be attached to the OCI instance:
   1. Reopen the OCI instance in the Update security control baseline page.
   2. Drop down the Template list at the top of the page.
   3. Select:

      • Custom to detach the OCI instance from all templates, or

      • Another template name, to attach that template to the OCI instance.

   4. Scroll to the bottom of the page and look at the prompt under the Confirmation heading.
   5. When you are sure that the prompt indicates that you will be making the change that you want to for this OCI instance, select Use the new threshold values....

      This enables the Submit button.

   6. Click Submit.

      The Template box at the top of the page now shows either "Custom" or the name of the newly attached template.