Golden Template Rule-Based Policy Execution

Golden Template Rule-Based Policy Execution enables NCCM to automatically validate device configurations against approved Golden Templates using Rules, Rule Groups, and scheduled Policies. This mechanism ensures continuous compliance monitoring and enables alerting and remediation when deviations are detected.

This use case demonstrates how to configure and execute a Golden Template–based compliance policy end to end.

Purpose

  • Enforce standardized device configurations using Golden Templates

  • Automatically detect configuration deviations

  • Trigger alerts and remediation actions on violations

  • Maintain auditability for compliance operations

Expected Outcome

After successful execution:

  • Devices are validated against Golden Template rules

  • Each device is marked as Complied or Violated

  • Violation severity is applied as configured

  • Notifications are sent to selected users

  • Optional remediation jobs are created

  • All actions are logged in the audit trail

Prerequisites

  • Golden Templates are created and available

  • User has required privileges to manage Rules, Rule Groups, and Policies

  • Devices are onboarded, and configuration backups are available

Use Case Workflow

This use case consists of three mandatory steps:

  • Create a Golden Template Rule

  • Create a Rule Group

  • Create and schedule a Policy

Step 1: Create a Golden Template Rule

  • Navigate to Network Configuration → Rules

A Golden Template Rule defines what configuration must be validated, how violations are identified, and what action should be taken when a violation occurs.

When Golden Template is selected as the Rule Type:

  • The Configuration field is disabled

  • Only Golden Templates matching the selected Vendor, OS Type, and user visibility are listed.

Rule Information | Add Rule

Label
Action
Description / Example

Rule Name

Enter value

Enter a unique name to identify the Golden Template rule. Example: Golden Template – Interface Compliance

Description

Enter value

Provide a short description explaining the purpose of the rule. Example: Validates interface configuration using a golden template.

Vendor

Select

Select the device vendor. This value controls the list of eligible Golden Templates. Example: Cisco.

OS Name

Select

Select the operating system of the devices. Only templates matching this OS are displayed. Example: IOS.

OS Version

Optional

Specify the OS version if the rule must apply only to a specific version. If left empty, all versions are considered.

Rule Type

Select

Select Golden Template. When selected, the Configuration field is automatically disabled as per system design.

Configuration

System disabled

Select the configuration source against which the Golden Template validation must be performed. This field remains enabled for Golden Template rules and allows you to choose between device configuration types. Available options:

  • Running – Validates the current running configuration on the device.

  • Startup – Validates the startup configuration stored on the device.

Example: Select Running to validate the live device configuration against the Golden Template.

Status

Enable / Disable

Enable to allow rule execution. Disabled rules are ignored during policy execution.

Match Criteria | Add Rule

Label
Action
Description / Example

Select and Load Template

Select

Displays only Golden Templates that match the selected Vendor, OS Name, and are visible to the logged-in user (Public or Private).

Golden Template Pattern

Auto-populated / Edit

Displays the configuration pattern loaded from the selected Golden Template. Patterns define the expected configuration structure using regex.

Ignore Patterns

Enter regex

Specify regex patterns to exclude matching configuration lines before validation. Example: ^ntp clock-period.*

Regex Validation

System validation

Both Golden Template Pattern and Ignore Pattern fields accept only valid regex. Invalid patterns block navigation and display an error message.

Validation Rules:

  • Only valid regular expressions are allowed

  • Invalid regex patterns block rule creation

  • Validation is case-insensitive

Remedy Action | Add Rule

Label
Action
Description / Example

Violation Severity

Select

Define the severity level raised when the rule violates. Values: Critical, Major, Minor

Rule Violation Message

Enter value

Message displayed when a violation occurs. Example: Golden Template Rule Violates

Notifier

Select

Select one or more users or entities to receive violation notifications.

On Violation Perform

Select

Define the remediation action to execute on a violation. Options: Script Execution, Rollback to Baseline, Rollback to Previous

Remediation Comments

Optional

Enter notes describing the remediation logic or expected corrective action.

Step 2: Create a Rule Group

  • Navigate to Network Configuration → Rule Group

A Rule Group associates one or more Golden Template rules with a specific set of devices.

Rule Group information | Add Rule Group

Label
Action
Description / Example

Name

Enter value

Enter a name for the Rule Group that logically groups Golden Template rules. Example: Golden Template Check Devices

Description

Optional

Provide a brief description of the rule group's purpose.

Status

Enable / Disable

Enabled rule groups are eligible for policy execution.

Visibility

Select

Choose who can view and use this rule group. Values: Public, Private

Vendor

Select

Select the vendor of devices to which the rule group applies. Example: Cisco

OS Name

Select

Select the OS of the devices to be validated. Example: IOS

Asset Tags

Optional

Filter devices using asset tags if tagging is configured.

IP Address Range

Enter value

Define the IP range of target devices.Example: 10.0.4.*

Exclude IP Address

Optional

Exclude specific IPs or hostnames from rule execution. Example: 10.0.4.5

Rule Selection | Add Rule Group

Label
Action
Description / Example

Associated Rules

Add

Add one or more Golden Template rules to the rule group. Only the rules of the Golden Template are selectable.

Actions

Edit / Delete

Modify or remove the group's associated rules.

Step 3: Create and Schedule a Policy

  • Navigate to Network Configuration → Policies

A Policy defines when and how often Golden Template rules are executed.

Add Policy | Basic Details

Label
Action
Description / Example

Policy Name

Enter value

Enter a name to identify the policy. Example: Golden Template Policy

Description

Enter value

Describe the objective of the policy execution.

Status

Enable / Disable

Enabled policies execute based on the configured schedule.

Rule Group

Select

Associate one or more Golden Template rule groups with the policy.

Summary

This use case demonstrates how to enforce configuration compliance across network devices using a Golden Template–based rule execution workflow. In this process, a Golden Template rule is created to validate device configurations against a predefined standard, grouped with relevant devices using a rule group, and executed through a scheduled policy.

Once the policy runs, device configurations are automatically evaluated for compliance. Devices that match the Golden Template are marked as compliant, while deviations are flagged as violations, triggering alerts and optional remediation actions such as script execution or rollback.

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