Use the New Tag button on the Tags page to add a tag for an asset or asset account.

To add an asset or asset account tag

  1. Navigate to Asset Management > Tags.

  2. Click the New Tag toolbar button.

  3. On the General tab, enter the following information:

    • Name: Enter a unique name for the tag.
    • Description: Enter information about the tag.
    • Partition: Click Browse to select the partition to which this tag is to be assigned.

  4. On the Asset Rules tab, enter the conditions for an asset rule.

    • Enable rule for this tag: Select this check box to enable the configured rule for the tag.

    • Rule editor: Use the rule editor to define conditions for tagging assets.

      Table 53: Asset Rules tab: Rule editor controls
      Property Description

      AND | OR

      Click AND to group multiple search criteria together, where all criteria must be met in order to be included.

      Click OR to group multiple search criteria together, where at least one of the criteria must be met in order to be included.

      Attribute

      In the first query clause box, select the attribute to be searched. Valid attributes include:

      • Allow Session Requests
      • Description
      • Directory Container (If you use the operator Equal, one level is found.)
      • Disabled
      • Discovered Group Distinguished Name (Use this selection to specify the search is for the domain to which the group belongs.)
      • Discovered Group Name (Use this selection to not specify the domain in the search. To specify the domain, select Discovered Group Distinguished Name.)
      • Discovery Job Name
      • A profile selection: Profiles can be inherited. For example, an account can be assigned to a specific profile (Profile Name) or it can inherit the profile from its parent asset (Effective Profile Name). When inherited, Profile Name will be null. Effective Profile Name will always have a value.
        • Effective Profile Name
        • Profile Name
      • Name (default)
      • Network Address
      • Partition Name
      • Platform
      • Tag

      Operator

      In the middle clause query box, select the operator to be used in the search. The operators available depend on the data type of the attribute selected.

      For string attributes, the operators may include:

      • Contains (Default)
      • Does Not Contain
      • Starts With
      • Ends With
      • Equals
      • Matches
      • Does Not Equal

      For boolean attributes, the operators may include:

      • Is True
      • Is False

      Enter condition value

      In the last clause query box, enter the search string or value to be used to find a match.

      |

      Click to the left of a search clause to add an additional clause to the search criteria.

      Click to remove the search clause from the search criteria.

      Add Grouping | Remove

      Click the Add Grouping button to add an additional set of conditions to be met.

      A new grouping is added under the last query clause in a group and appears in a bordered pane showing that it is subordinate to the higher level query conditions.

      Click the Remove button to remove a grouping from the search criteria.

      Preview

      Click Preview to run the query in order to review the results of the query before adding the dynamic tag.

  5. On the Account Rules tab, enter the conditions for an account rule.

    • Enable rule for this tag: Select this check box if you want to include an account rule.

    • Rule editor: Use the rule editor to define conditions for tagging asset accounts.

      Table 54: Asset Account Rules tab: Rule editor controls
      Property Description

      AND | OR

      Click AND to group multiple search criteria together, where all criteria must be met in order to be included.

      Click OR to group multiple search criteria together; where at least one of the criteria must be met in order to be included.

      Attribute

      In the first query clause box, select the attribute to be searched. Valid attributes include:

      • Allow Password Requests
      • Allow Session Requests
      • Allow SSH key Requests
      • Asset Name
      • Asset Tag
      • Description
      • Directory Container (If you use the operator Equal, one level is found.)
      • Disabled
      • Discovered Group Distinguished Name (Use this selection to specify the search is for the domain to which the group belongs.)
      • Discovered Group Name (Use this selection to not specify the domain in the search. To specify the domain, select Discovered Group Distinguished Name.)
      • Discovery Job Name
      • Distinguished Name
      • Domain Name
      • Name
      • NETBIOS Name
      • Partition Name
      • Specify the platform. Here is how the search works:
        • Platform: This is the broadest search which will return the most results. The value you enter matches if it is found in one or more of the following:
          • DisplayName (Platform Name) such as Windows
          • PlatformType such as MicrosoftAD, Ubuntu, RacfLdap
          • PlatformFamily such as Windows, Linux, AIX
          • Platform.Version (Platform Version) such as Server 2016, 10

          For example, typing in Other could return these platforms: Windows Other, Other Other, and Other.

        • Platform Name: For a more granular search, enter the name of the platform, such as Windows. If you enter Windows without entering a Platform Version, there may be a match on Windows Server 2019, Windows Server 2016, and Windows 10.
        • Platform Version: Enter the version of the platform, such as Server 2016. For a precise search, enter both the Platform Name and the Platform Version, For example, if you enter the Platform Name as Windows and the Platform Version as Server 2016, then only Windows Server 2016 will be selected.

        For more information, see Supported platforms.

      • Service Account
      • SID
      • Tag

      Operator

      In the middle clause query box, select the operator to be used in the search. The operators available depend upon the data type of the attribute selected.

      For string attributes, the operators may include:

      • Contains (Default)
      • Does Not Contain
      • Starts With
      • Ends With
      • Equals
      • Does Not Equal
      • Matches

      For boolean attributes, the operators may include:

      • Is True
      • Is False

      Enter condition value

      In the last clause query box, enter the search string or value to be used to find a match.

      |

      Click to the left of a search clause to add an additional clause to the search criteria.

      Click to remove the search clause from the search criteria.

      Add Grouping | Remove

      Click the Add Grouping button to add an additional set of conditions to be met.

      A new grouping is added under the last query clause in a group and appears in a bordered pane showing that it is subordinate to the higher level query conditions.

      Click the Remove button to remove a grouping from the search criteria.

      Preview

      Click Preview to run the query in order to review the results of the query before adding the dynamic tag.

  6. Click OK to create the tag, close the dialog, and return to the Tags pane.
  7. Once the tag has been saved, select the tag and click View Details.

  8. On the Assigned Owners tab, enter the users or groups associated with the tag. This does NOT mean the users and/or groups associated with the tag are the owners of the tag itself. Instead, when the tag is assigned to an asset or account, the listed users or groups will become owners of that asset or account.

    Table 55: Assigned Owners tab: Rule editor controls
    Property Description

    |

    Click to Add User or User Group.

    Click to remove a previously added user or group.

    Refresh

    		Update the list of users and groups.
  9. Click OK to save the assigned owners, close the dialog, and return to the Tags pane.