Manage tags

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Once tags are created, you can edit, delete, and move the tags.

  1. Select MenuSystemsTag Catalog.

  2. From the Tags list, select a tag or multiple tags, then perform one of these tasks:

    1. Edit tag — Click the tag that you want to edit, then on the Tag Details pane, you can edit these settings:

      1. Select and configure the criteria.

        Note

        To apply the tag automatically, you must configure criteria for the tag.

      2. 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 was not configured. When systems are evaluated against a tag's criteria, the tag is applied to systems that match the criteria and are not excluded from the tag.

      3. 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.

      4. Verify the information about this page, then click Save.

        Note

        This page displays the number of systems that receive this tag when evaluated against its criteria.

      The tag is updated on the Tag Catalog page under the selected tag group in the Tag Tree.

    2. Delete tag — Click ActionsDelete, then from the Delete dialog-box, click OK to delete the tag.

    3. Move tag to another Tag Group — Click ActionsMove Tags, then from the Move Tags dialog-box select the destination tag subgroup for the tag, then click OK to move the tag.

      Note

      You can also drag and drop the tags into the tag groups in the Tag Group Tree.