• To create a tag, scroll to the end of the tag list, select
Create Tag
, enter a name and tag group for
the new tag, and click
OK
.
• To create a tag group, first create a tag. Then scroll to the bottom of the
Tag Group
list and click
Create Tag Group
to enter a tag group name. Click
OK
.
4.
Click
Save
.
Creating tag groups
You can organize tags in tag groups by dragging and dropping the tags to the desired group. Each tag
can belong to only one tag group. A tag group cannot belong to another tag group. Tags without a tag
group are listed as Uncategorized.
Procedure
1.
Create a custom tag group by using one of the following methods:
• On the
Tag Search
navigation pane:
a.
Click
Organize Tags
.
b.
In the
Organize Tags
dialog box, go to the tag group section and enter the new tag group.
• When creating or modifying a service:
a.
In the
Edit Service
window, go to the
General Information
section
Settings
pane and click
inside the
Tags
area to open the list of tag groups and tags.
b.
Scroll to the bottom of the list and click
Create Tag
.
c.
In the
Create Tag
dialog box, enter a tag name and click the
Tag Group
list to open it. At the
end of the list, click
Create Tag Group
and enter a tag group name.
d.
Click
OK
to save the tag group and the tag.
2.
Click
OK
to save the tag group.
You can search for tags and tag groups from the
Tag Search
navigation pane located on the Services,
Tasks, or Service Templates tab.
User workflows by role
Admin user workflow
The Admin user role is the only one that confers access to the Administration tab and the Admin user is
responsible for configuring Automation Director. The Admin user also has access to all parts of
Automation Director and Service Builder.
The Admin user workflow in the Administration tab is as follows:
1.
Log on to Automation Director.
2.
Click the
Administration
tab.
3.
Configure remote connections, if needed.
20
Creating tag groups
