If possible, consider using sorting criteria based on IP address information to automate System
Tree creation and maintenance. Set IP subnet masks or IP address range criteria for applicable
groups within the System Tree. These filters automatically populate locations with the appropriate
systems.
Tags and systems with similar characteristics
You can use tags for automated sorting into groups. Tags identify systems with similar
characteristics. If you can organize your groups by characteristics, you can create and assign
tags based on that 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 some older systems running Windows 95 or
Windows 98. You can create a group for such legacy systems together to 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 a new feature of ePolicy Orchestrator 4.0.2. 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 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.
Organizing Systems for Management
Tags and how they work
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