Create tags in ePO - On-prem

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You can create tags and group them according to their relevance to tasks for a particular domain or systems with a specific configuration.

  1. Select MenuSystemsTag CatalogNew Tag.

  2. On the New Tag pane, enter a name.

  3. Click + in the Criteria row or click Add below the Criteria row to open the Properties Catalog pane.

  4. Select the system properties that you want to include.

  5. Specify value for the selected system property.

    • Logic for excluding multiple values: When you exclude multiple values, use the AND operator with the Does not equal or Does not contain comparisons.

      Warning

      Avoid using the OR operator with negative comparisons, as this usually results in the tag applying to all systems.

    • For help choosing between AND and OR operators, see the Tag criteria logic reference topic.

    For more detailed logic examples, see KB82771.

  6. Expand Evaluation to select whether systems are evaluated against the tag's criteria only when the Run Tag Criteria action is taken, or also at each agent-server communication.

    Note

    These options are unavailable if criteria is not configured. When systems are evaluated against a tag's criteria, the tag is applied to systems that match the criteria.

  7. Expand Restrictions and select Restrict usage to the below Permission Sets to restrict a tag to specific Permission Sets. Select the Permission Sets so that only those users belonging to these selected Permission Sets have access to this tag.

    By default, Do not restrict by Permission Sets is selected.

    After you save the tag, you can see this on the Restrictions (Permission Sets) column on the Tags pane.

  8. Expand Usage to see the Policy Assignment rules, Client Task Assignments and Server Tasks that the tag is associated with.

  9. Verify the details you have specified, then click Save.

    The page displays the number of systems when evaluated against its criteria.

The tag is added under the selected tag group in the Tag Group Tree pane on the Tag Catalog page.