Templates Best Practices

Updated by Keith Resar on Jan 19, 2015
Article Code: kb/901


Templates are defined virtual images and are the basis from which new servers are build. Templates should adhere to the following best practices.

Blueprints are a saved and repeatable workflow that bundles components like Templates, Packages and other Blueprints together. Blueprints should adhere to the following best practices for increased maintainability and a consistent user deployment experience.

Additional References

See also the KB articles on:

Using Templates versus Integrating with Blueprints

Templates appear easier for a successful integration but in actual experience many caveats surface making Blueprints the preferred mechanism for defining server/application end-state.


  • If designed according to a minimum supported feature set will be compatible across multiple Private/Public cloud platforms.
  • Consistent day 0 deployment but less consistency with ongoing run state if patches or other changes are required on the underlying server or software components.
  • Importing Templates from outside of the cloud process is a non-zero time commitment to cover both a large data transfer and the engineering required for successful deployment.
  • Importing Templates is considered a billable service task, whereas Blueprints are not.


  • Configuration driven design moves us away from the legacy "golden image" mindset.
  • Supports flexible underlying operating system versioning (multiple versions of Windows or multiple versions/distributions of Linux) for easy customer deployment.
  • Changes to underlying OS (including patching) and foundational hardware can be accomplished without rebuilding the entire solution workflow (e.g., replace just a patch or just a configuration step without disrupting the rest of the workflow).
  • Requires some engineering expertise to correctly define and package the desired end state.