For the complete documentation index, see llms.txt. This page is also available as Markdown.

Templates

Understanding Standards

This page lists every Standards and Drift template you have built. A template is a named set of standards together with the tenants it applies to, and it is the unit CIPP schedules, runs, and reports against.

For a list of the standards you can configure inside a template, see Available Standards.

Action Buttons

Add Template and Create Drift Template will open Add Standards Template with the settings available for the respective template type.

Browse Catalog

Opens the policy catalogue, where you can import a prebuilt standards template rather than assembling one yourself.

If you are upgrading from a version of CIPP that predates templates, a Convert Legacy Standards prompt appears above the table whenever legacy standards are detected. Converting creates a new template for each standard you had, with the schedule disabled. Check each new template is correct before re-enabling its schedule.

Table Details

Column
Description

Template Name

The name you set when creating the template.

Type

Whether this is a Standards template or a Drift template.

Tenant

The tenant, tenants, or tenant groups the template applies to.

Excluded Tenants

Tenants excluded from an All Tenants template.

Updated At

How long ago the template was last changed.

Updated By

The CIPP user who last changed the template.

Run Manually

Whether the template is set to run only on demand. Ticked means it will not run on the schedule.

Standards

The standards contained in the template.

Table Actions

Action
Description
Bulk Action Available

View Tenant Report

Opens the applied standards report, comparing the template against the settings discovered for the selected tenant.

Edit Template

Opens the template configuration page.

Clone & Edit Template

Copies the template and opens the copy for editing, so you can adjust it before saving it as a new template.

Create Drift Clone

Creates a new Drift template based on this template, so an existing Standards template can be reused for monitoring.

Run Template Now

Forces a run outside the schedule. You are asked which tenants to run against, and only tenants and groups assigned to the template are offered.

Set Schedule

Switches the template between running on the schedule and running manually only. Not available on Drift templates, which always run on the schedule.

Save to GitHub

Commits the template to a repository, with a commit message of your choosing. Only shown when the GitHub integration is enabled.

Delete Template

Deletes the template.


Feature Requests/Ideas

We value your feedback and ideas. Please raise any feature requests on GitHub.

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