The first page following the Welcome page is used to provide a name for the new Group Family. The name is assigned to the group that stores the Group Family configuration data (configuration storage group).
You can also use this page to adjust the type and scope of the configuration storage group. These are set to Security and Global by default, and normally do not need to be changed.
Figure 118: Group Family name
Type in a Group Family name, then click Next to continue.
The next page provides a list of commonly used grouping criteria. Group Family creates groupings based on the properties you can select on this page or specify later.
Figure 119: Grouping options
You can choose one of these options:
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Pre-configured grouping: Provides a list of commonly-used group-by properties, such as Department, Title, or Geographic Location. Select an entry from the list to specify the group-by properties. Later, on the Group-by Properties page, the wizard will allow you to view or modify the list of the group-by properties you have selected.
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Custom grouping: Lets you proceed without selecting group-by properties at this stage. The wizard will prompt you to set up a list of group-by properties on the Group-by Properties page.
The next page prompts you to specify the directory containers that hold the objects to be managed by this Group Family. The scope of the Group Family can be limited to certain containers, thereby causing it to take effect on only the objects in those containers.
The page lists the containers to be included in the scope of the Group Family. Each entry in the list identifies a container by name, and provides the path to the container’s parent container.
To add a container to the list, click Add and select the container. This will cause the Group Family scope to include objects held in that container.
To remove containers from the list, select them and click Remove. This will cause the Group Family scope to no longer include the objects held in those containers.
To view or modify properties of a container, select it from the list and click Properties.
The next page prompts you to specify the type of objects, such as User or Computer, to be managed by Group Family. In this way, the scope of the Group Family is limited to objects of a certain type. The scope can be further refined by applying a filter in order for the Group Family to manage only those objects that meet certain property-related conditions.
Figure 120: Selection of managed objects
You can select the type of objects you want the Group Family scope to include:
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User: The Group Family scope only includes user accounts.
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Group: The Group Family scope only includes groups.
NOTE: With this option the Group Family creates groups and adds existing groups to the newly created groups.
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Contact: The Group Family scope only includes contact objects.
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Computer: The Group Family scope only includes computer accounts.
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Other: The Group Family scope only includes the directory objects of the type you select. Click Specify and select an object type.
You have the option to further refine the Group Family scope by applying a filter. To do so, click Filter. This displays a window where you can view or modify filtering criteria. The label next to the Filter button provides a visual indication of whether any filtering criteria are specified.
In the Filter window, you can set up a list of filtering criteria, also referred to as conditions. Each condition specifies a property, operator and value, and evaluates to either TRUE or FALSE depending on the actual value of the property. For example, the following condition evaluates to TRUE for any object that has Description set to Full Time Employee:
Table 51: Filtering conditions
Description |
Starts with |
Full Time Employee |
If any conditions are specified, a filter is applied so that the Group Family scope only includes the objects for which all conditions evaluate to TRUE.
With an empty list of conditions, the Group Family scope includes all objects of the specified type held in the specified containers. In other words, this results in no filtering being applied.
When you apply a filter, only the objects that meet the filter conditions are added to the controlled groups. By default, no filter is applied, which causes the controlled groups to include any objects of the specified type. You can configure a basic filter by selecting properties and specifying conditions and values to search for on the selected properties.
In addition, you have the option to configure an advanced filter by entering an appropriate LDAP query. To do so, click Advanced in the Filter window. Note that the basic and advanced filter options are mutually exclusive. If you have applied an advanced filter, the basic filter settings are disregarded. To return to the basic filter option, click Basic in the Filter window—this will override the LDAP query that the advanced filter is based upon.
By clicking Preview on the Selection of Managed Objects page, you can display a list of objects currently included in the Group Family scope. The Preview window lists the objects the Group Family is going to assemble into groups.