criteria, then use these tags as group sorting criteria to ensure systems are automatically placed
within the appropriate groups.
If possible, consider using tag-based sorting criteria to automatically populate groups with the
appropriate systems.
Operating systems and software
Consider grouping systems with similar operating systems to manage operating system-specific
products and policies more easily. If you have legacy systems, you can create a group for them and
deploy and manage security products on these systems separately. Additionally, by giving these
systems a corresponding tag, you can automatically sort them into a group.
Tags and how they work
Tags are like labels that you can apply to one or more systems, automatically (based on criteria) or
manually. Once tags are applied, you can use them to organize systems in the System Tree or run
queries that result in an actionable list of systems. Therefore, with tags as organizational criteria, you
can apply policies, assign tasks, and take a number of actions on systems with the same tags.
Traits of tags
With tags, you can:
• Apply one or more tags to one or more systems.
• Apply tags manually.
• Apply tags automatically, based on user-defined criteria, when the agent communicates with the
server.
• Exclude systems from tag application.
• Run queries to group systems with certain tags, then take direct action on the resulting list of
systems.
• Base System Tree sorting criteria on tags to group systems into desired System Tree groups
automatically.
Who can use tags
Users with appropriate permissions can:
• Create and edit tags and tag criteria.
• Apply and remove existing tags to systems in the groups where they have access.
• Exclude systems from receiving specific tags.
• Use queries to view and take actions on systems with certain tags.
• Use scheduled queries with chained tag actions to maintain tags on specific systems within the
parts of the System Tree where they have access.
• Configure sorting criteria based on tags to ensure that systems stay in the appropriate groups of
the System Tree.
Organizing the System Tree
Tags and how they work
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