<< Click to Display Table of Contents >> Navigation:  Peer Management Center Help > Advanced Configuration > Peer Management Center > Tags

 

Tags can be used to categorize resources and customize user's Jobs workspace or perspective. Examples of resources include Agents, Jobs, and Web Roles. Tagging helps when managing large number of resources.

 

Step 1: Create Tags and Categories

 

Tags and Categories are created globally in the Global Tags Configuration dialog. The Assign Tags dialog (discussed below) also offers the option to create Tags and Categories.

 

Step 2. Assign Tags

 

During Job Creation

Assign Tags during the creation of a brand new Job from the Tags window of the File Collaboration Configuration dialog.

 

Edit an Existing Job

Tags can be assigned to individual Jobs by right-clicking on the Job, selecting Edit Configuration(s), and navigating to the Tags window of the File Collaboration Configuration dialog.

 

 

Assign Tags to One or More Resources

 

•To assign Tags to one or more resources, click the Assign Tags button from the Main View, Job View, or Agent Summary View toolbar

•In the Assign Tags dialog, click the Tags radio button

•Select the Tag which needs to be assigned to one or more resources

•Click the Edit button to the right

•From the Unassigned Resources table on the left side, select the Resources that need to be assigned the selected Tag and click the right-arrow button (Add One) to move it to the table on the right side (hold down the Shift key on the keyboard when selecting Resources to select more than one)

•Click the Save button to commit your changes and close the dialog

•Repeat the steps above for all the Tags that need to be assigned to one or more Resources

 

 

Assign Resources to One or More Tags

 

•To assign Resources to one or more Tags, click the Assign Tags button from the Main View, Job View, or Agent Summary View toolbar

•In the Assign Tags dialog, click the Resources radio button

•On the left hand side, click inside the Resource Name Filter or Type Filter fields and hit the CTRL + Space keys on the keyboard to list all possible filters and predefined labels which can be selected to refine your search quickly

•Select the Resource which needs to be assigned to one or more Tags

•Click the Edit button to the right

•From the Unassigned Tags table on the left side, select the Tags that need to be assigned the selected Resource and click the right-arrow button (Add one) to move it to the table on the right side (hold down the Shift key on the keyboard when selecting Tags to select more than one)

•Click the Save button to commit your changes and close the dialog

•Repeat the steps above for all the Resources that need to be assigned to one or more Tags

 

 

 

Assign Tags to User Roles

 

User Roles can be assigned Tags which customize a user's Jobs perspective when they log in via the Web Interface. For example, in a very large deployment scenario, a user that is part of the Help Desk role can be assigned Tags which limit their view to only Jobs that are part of their region. To achieve this:

 

•Create Tags and Categories as outlined in Step 1 above

•Assign Tags to one or more Jobs as outlined in Step 2 above

•Go to the User Management screen in the Global Preferences dialog

•Select the desired Role to which you wish to assign specific Job Tags

•Click the Edit button

•In the Tags window, from the Unassigned Tags table on the left side, select the Tags that need to be assigned the selected Role and click the right-arrow button (Add one) to move it to the table on the right side (hold down the Shift key on the keyboard when selecting Tags to select more than one)

•Click OK to commit your changes and close the dialog and close the Preferences dialog

•The user will only see the Jobs which were Tagged in the user's Role

 

 

 

Step 3. Filter Resources Using Tags

 

To filter Resources using Tags, use the tag label in any filter text field throughout the Peer Management Center interface.

         

Filter Jobs

         

To filter through a large list of Jobs, use the filter field located below the toolbar buttons in the Job View panel. For more details on how to filter through resources, see Filter Expressions.

 

Example:

Show all Jobs with a tag that has "North America" in the tag name and "Location" in the tag category:

tag:"North America" AND cat:Location

 

Filter Agents

 

To filter through a large list of Agents, use the Filter field located below the toolbar buttons in the Peer Agent Summary View panel. For more details on how to filter through resources, see Filter Expressions.