Adding or Replacing Configuration and Compliance Report Templates

Overview

Netwrix Change Tracker uses two types of templates:

1. Configuration templates, which define the file, folder, and registry monitoring policy.
2. Compliance report templates, which map to CIS Benchmarks and score devices against a hardened build standard.

This article describes how to upload a new template of either type, overwrite an existing default template, and assign the template to a device group.

Instructions

Configuration Template

1. Go to Settings > Policy Templates, then click Upload Templates.

2. Browse your local files and select the template you want to upload.

   For example, CIS Windows Server 2025 Base Template.

Replacing a Default Template

Uploading a new template with the same name overwrites the existing template already present in the system.

Not Replacing a Default Template

1. Click Upload files.
2. Go to Settings > Groups.
3. Select the group of devices and click Policy Templates.
4. Delete the Default Template.
5. Click Add an Existing Template.
6. In the pop-up window, select the template you uploaded and click Update.

Compliance Report Template

1. Go to Settings > Policy Templates, then click Upload Templates.

2. Browse your local files and select the template you want to upload.

   For example, NNT CIS Microsoft Windows Server 2025 Benchmark - Level 1 Member Server.

Replacing a Default Template

Uploading a new template with the same name overwrites the existing template already present in the system.

Not Replacing a Default Template

1. Click Upload files.
2. Go to Reports > Actions > Add Compliance Report.
3. Go to Query Settings, then select the device group and template.

4. Go to Schedule & Email and configure the preferred settings. See the sample below.