Assigning Tags

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Assigning Tags

You can:

Assign tags during job creation

Assign tags while editing an existing job

Assign tags to one or more resources

Assign tags to user roles

Assigning resources to one or more tags

Assigning Tags to Jobs

During job creation - You can assign tags during the creation of a brand new job from the Tags page of the job creation wizard.

During job editing - You can assign tags to individual jobs by right-clicking on the job, selecting Edit Configuration(s), and navigating to the Tags page of the job edit wizard.

Assigning Tags to Resources

To assign tags to one or more resources:

1.Click the Assign Tags button from the Summary view, Jobs view, or Agent Summary view toolbar.

2.In the Assign Tags dialog, click the Tags radio button.

3.Select the tag that needs to be assigned to one or more resources.

4.Click the Edit button to the right.

5.From the Unassigned Resources table on the left side, select the resources that need to be assigned the selected tag, and then 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).

6.Click the Save button to commit your changes and close the dialog.

7.Repeat the preceding steps for all the tags that need to be assigned to one or more resources.

Assigning Tags to User Roles

User roles can be assigned tags that 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 that limit their view to only jobs that are part of their region.

To assign tags to user roles:

1.Create tags and categories as outlined in Step 1 above.

2.Assign tags to one or more jobs as outlined in Step 2 above.

3.Go to User Management in the Preferences page.

4.Select the desired role to which you wish to assign specific job tags.

5.Click the Edit button.

6.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 then 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).

7.Click OK to commit your changes and close the dialog, and then close the Preferences page.

The user will see only the jobs that were tagged in the user's role.

Assigning Resources to One or More Tags

To assign resources to one or more tags:

1.Click the Assign Tags button from the Summary view, Jobs view, or Agent Summary view toolbar.

2.In the Assign Tags dialog, click the Resources radio button.

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

4.Select the resource that needs to be assigned to one or more tags.

5.Click the Edit button to the right.

6.From the Unassigned Tags table on the left side, select the tags that need to be assigned the selected Resource, and then 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).

7.Click the Save button to commit your changes, and then close the dialog.

8.Repeat the preceding steps for all the resources that need to be assigned to one or more tags.