Using Resource Groups, you can logically organize resources according to the attributes to do actions collectively. You can create multiple resource groups or nested resource groups.

For example, group all the resources with the same attributes or belonging to different categories and apply device management policies or assign templates.

Create a resource group

  1. Select a client from the All Clients list.
  2. Go to Setup > Resources > Resource Groups.
  3. Click Create New.
    The CREATE RESOURCE GROUP page opens.
  4. Perform one of the following options to select Resource Group Type:
    • Partner Resource Group: If you are a partner, select this option. Then for Clients, select either For All Clients or For Selected Clients for one or more clients.
    • Client Resource Group: If you are a client, select this option and select a client from the drop-down list.
  5. (Optional) Select Top level if the resource group you are creating is a parent group or select any other group from the drop-down list if you are creating a child resource group.
  6. In the Group Name field, give a name to the group.
  7. (Optional) In the Description field, add a description of the resource group.
  8. (Optional) Select the option Add members automatically using filter criteria to update the resource group dynamically.
  9. Add resources to the group using the following filter criteria options:
    1. Click Any or All to match any one or all of the defined conditions for filtering.
    2. Select the options for the following filter criteria fields:
      • Resource Type: Lists all the supported resource types.
      • Attribute Name: Lists the attributes of the type of resource selected. Attributes vary according to the resource type chosen.
      • Logic condition: Logical match criterion to enhance search results. Options: Contains, Not Contains, Equals, Not Equals, Starts With, Ends With, and regex.
      • Value: Value corresponding to the attribute name and logic condition.
    3. Click Add Criteria to include more filter criteria.
    4. Click Show Matching Members to see a list of all the devices matching the criteria.
  10. Add resources to the group using query language specifying your requirements and click Show Matching Results.
  11. Select one or multiple devices and click the right arrow to add to the resource group.
  12. Select one or more articles and click the right arrow to add to the resource group.
  13. Click Save.

The resource group is displayed in the list on the Resource Groups page.

View resource group details

  1. Go to Setup > Resources > Resource Groups.
  2. Click the name of the resource group.
  3. Go to Infrastructure > Groups.
  4. Click the name of the resource group. The page displays the details of the resource group and the resources belonging to the group.

Edit resource groups

  1. Go to Setup > Resources > Resource Groups.
  2. Click the resource group name.
  3. On the VIEW RESOURCE GROUP DETAILS page, click Edit.
  4. Make the required changes and click Update.
  5. Go to Infrastructure > Groups and click the name of the resource group.
  6. From the left pane displaying a list of resource groups, click the Settings icon and select Edit.
  7. Make the required changes and click Update.

The updated resource group is displayed in the list of resource groups.

Delete resource groups

  1. Go to Setup > Resources > Resource Groups.
  2. Select the resource group checkbox and click Remove.
  3. Go to Infrastructure > Groups and click the name of the resource group.
  4. From the left pane displaying a list of resource groups, click the Settings icon and select Remove.

The resource group is deleted.

Schedule maintenance periods

Maintenance periods enable you to schedule a time period to carry out maintenance activities on a resource group. You can set up a time for the maintenance period of resource groups.

  1. Go to Infrastructure > Groups and click the name of the resource group for scheduling maintenance.
  2. From the left pane displaying a list of resource groups, click the Settings icon and select Sch Maintenance.
  3. On the Create New Maintenance Period page, provide details to schedule a maintenance period.

The resources go into the maintenance mode as defined in the schedule.