At the bottom right corner of the Administration > Automation > Template Management page, click the red plus icon, then click the Create New Automation Profile icon.
The Template Details dialog displays. Use this dialog to specify the devices an automation profile will be matched against during discovery and rediscovery.
Complete the following fields:
Scope - Global or Organization- Displays only for superusers.
Template Name - Enter a template name.
Note: Each profile type—global profiles, organization profiles—are executed in that order. Within each profile type, templates are executed alphabetically in ascending order.
Template Type - Automation Profile
Selection Criteria - Select different types of criteria to match devices against.
Many selection criteria have drop-down lists to select from.
Free-form text supports the asterisk (*) wildcard. See Advanced Search for details.
Multiple selection criteria create an AND statement for matching devices.
Types of selection criteria include:
Device Address
Device Type - Traverse classifications of devices.
Location - The DGE location of the device.
Model/Version
Vendor
Tag1 to Tag5 - All devices can be labeled using 5 free-form tag fields.
Click the Automation Rules link to continue with matching tests.
icon, then click the Create New Automation Profile 
icon.
