Documentation is now available for the Fall 2020 Update release!

Grouping Resources by Attributes

Describes how to logically organize or group your resources based on resource attributes.

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Introduction

Using Resource Groups, you can logically organize resources according to the attributes to perform 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 then apply device management policies or assign templates.

Creating resource group

To create a resource group:

  1. From All Clients, select a client.
  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 then 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 suitable name to the group.
  7. (Optional) In the Description field, add a suitable 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: Refers to a logical match criterion to enhance search results.
        Options: Contains, Not Contains, Equals, Not Equals, Starts With, Ends With, and Regex.
      • Value: Refers to a 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.
    See Advanced Search for more information on query language.
  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 appears in the list on the Resource Groups page.

Viewing resource group details

To view all the resource groups and the details of the resources belonging to the group:
From Setup:

  1. Go to Setup > Resources > Resource Groups.
  2. Click the name of the resource group.

From Infrastructure:

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

Editing resource groups

To modify a resource group:
From Setup:

  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.

From Infrastructure:

  1. Go to Infrastructure > Groups and click the name of the resource group.
  2. From the left pane displaying a list of resource groups, click the Settings icon and select Edit.
  3. Make the required changes and click Update.
    The updated resource group appears in the list of resource groups.

Deleting resource groups

To delete a resource group:
From Setup:

  1. Go to Setup > Resources > Resource Groups.
  2. Select the resource group check-box and click Remove.

From Infrastructure:

  1. Go to Infrastructure > Groups and click the name of the resource group.
  2. From the left pane displaying a list of resource groups, click the Settings icon and select Remove.
    The resource group is deleted.

Scheduling 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.