Using templates to create instances

Using a YAML template for an instance provides a streamlined method for deploying an instance.

Deploying an instance from a template in Automation assets

For information on how to deploy an instance by importing a template, see the "Deploying an instance from a template" section in Using the Platform UI.

Getting the YAML template for an instance from the Platform UI

Follow these steps to get a YAML template that you can use to deploy an instance.

  1. Log in to the Platform UI.

  2. Click the Create an instance button.

  3. Click the tile for the instance type you want to create, for example, Automation assets.

  4. Select a template, for example, Single fixed replica (RWO/RWX).

  5. Under the UI Form tab, edit the template as needed for your use case. You can also edit the template at a later time (any time before you apply it in the next section).

    If you do not update the value of spec.license.acceptto true (to indicate that you accept the license), the deployment will fail.

    You may also need to:

    • Update the storage class of the deployments.

    • If deploying High Speed Transfer Server, enter the license key value.

  6. On the next page, click the YAML tab.

  7. Copy the template and save it as a YAML file, for example, automation-assets.yaml.

    You can now make additional edits to the file (if needed), and then apply it on your OpenShift cluster to deploy the instance.

Applying the template to create the instance by using the CLI

Run the following to apply the template, where FILENAME.YAML is the filename for your saved YAML file:

oc apply -f FILENAME.YAML

The instance is created.