Manage Groups

Before you create a group, consider the types of access permissions that users require to perform their monitoring duties. If you are deploying business hours, create a site group. Site groups are custom groups that are based on physical locations, such as a city, region, office, or campus. They include Time Zone and Business Hours parameters to let you precisely filter data from business-critical times of day.
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HID_Create_Your_Own_Custom_Groups
Before you create a group, consider the types of access permissions that users require to perform their monitoring duties. If you are deploying business hours, create a site group. Site groups are custom groups that are based on physical locations, such as a city, region, office, or campus. They include Time Zone and Business Hours parameters to let you precisely filter data from business-critical times of day.
The Business Hours feature currently supports filtering only in whole hour increments. Therefore, the feature offers only whole hour offsets. Time zones with offsets of 30 or 45 minutes are unsupported.
Create groups under the 'All Groups' node in the Groups tree, or within an existing custom or site group. You cannot add groups to system groups, which appear locked in the Groups tree. However, while the Collections group appears locked, it can contain child groups, but cannot be modified. To keep reporting times within reasonable limits, a maximum of 2000 child groups is recommended for any parent group.
By default, only users with the Administrator or Tenant Administrator role can administer groups that other users create. To administer groups that other users created, you need the Administer Groups Owned by You and Others role right added to your role. With this role right, you can modify child groups that other users created if you have the rights to administer the parent group.
If you create a group for a Data Aggregator data source, limit the group membership to 10,000 items, including the children of managed items. Limiting the number of items keeps reporting times within reasonable limits.
2
Create or Edit a Group
Follow these steps:
  1. Log in as an Administrator or as a user with the 'My Custom Groups' feature enabled.
  2. Do one of the following tasks:
    • Hover over
      Administration
      , and click
      Group Settings:
      Groups
      .
    • Click the name of your user account in the upper-right corner and click
      My Custom Groups
      .
      : The groups that you can see are groups that the administrator selected for you, based on your responsibilities. The custom groups that the administrator created cannot be edited within the My Custom Groups interface. These read-only groups appear as group references; their properties tab shows a path to the original group.
  3. Do one of the following tasks:
    • To add a group, select a location for the new group in the
      Groups
      tree, and click
      Add Group
      .
    • To edit a group, select the group from the
      Groups
      tree.
  4. Specify or edit the values for the following parameters:
    • Group Name
      We recommend that you use a strategic naming convention. Do not use the following special characters in group names:
      • |
      • /
      • \
      Groups that are synchronized from
      CA Spectrum
      retain restricted characters except the backslash (\). This character is removed from synchronized group names.
    • Description
  5. Confirm the setting for the following parameter:
    • Include the children of managed items
      Adds the children of managed items automatically when the items are added to this group. If you disable this option and you add a router to the group, the interfaces on that router are not included. Therefore, their data is not visible in drilldown views.
      Default
      : Selected
      When this option is selected, groups might include items that a rule excludes. Only items added directly are excluded from group membership with group rules.
  6. Select
    Custom
    from the
    Group Type
    list.
    If you are creating a Site group, select
    Site
    from the
    Group Type
    list.
    To create a Site group, optionally specify the following parameters:
    • Latitude
    • Longitude
    • Location
    • Elevation
    • Time zone
    • Business hours
  7. Click
    Save
    .
    The new group appears in the Groups tree. To configure views or on-demand reports with the group, wait for the group to be synchronized to the data sources.
    The group is empty until you add items. You have two options for adding items to a custom group:
    • Manually populate the group by adding items in the Manage Groups interface.
    • Create rules to manage the group membership.
Add Managed Items to a Group Manually
To populate custom groups manually, add managed items to groups.
System groups with a lock symbol in the Groups tree are read-only. You cannot add items to or remove items from system groups. Custom groups that are created by the administrator are also locked.
Follow these steps:
  1. Log in as an Administrator or as a user with the 'My Custom Groups' feature enabled.
  2. Do one of the following tasks:
    • Hover over
      Administration
      , and click
      Group Settings:
      Groups
      .
    • Click the name of your user account in the upper-right corner and click
      My Custom Groups
      .
  3. Select the group from the
    Groups
    tree.
    Items that have already been added to this group appear in the right pane.
    Items that are added directly to a group as a manual step appear as Direct Items in the Group Properties pane. Items that are added to a group as children of a managed item are Inherited Items in the Group Properties.
  4. Click the
    Items
    tab in the right pane.
  5. Click
    Add Item Type
    .
  6. Select the type of item to add from the Available Items list.
    The available items depend on the item type, the data sources that are registered, and the items that are discovered.
    To see more pages of items, click the links below the list. You can also use the Search field to search for an item in the list.
  7. Select items by clicking their checkboxes. Click the checkbox in the table header row to select all items on a page.
  8. Click
    Add Items
    .
    The new items are added to the group.
View Group Membership
View a sortable list of all items that have been added to a system group or custom group on the Manage Groups page. You can verify group rules, or whether custom scripts have created and populated groups appropriately. You can also view a list of items in a selected group.
Use filters to select the types of items that you want to see, such as all items that were added to the group manually. By default, the list on the Items tab only shows items that are added directly to the group. The items are added either manually or by application of a rule (Direct items). If you report on a dashboard in the context of a group, all items in the subgroups of the group appear in the dashboard. The items in the subgroups do not appear on the Group Administration page.
Follow these steps:
  1. Log in as an Administrator or as a user with the 'My Custom Groups' feature enabled.
  2. Do one of the following tasks:
    • Hover over
      Administration
      , and click
      Group Settings:
      Groups
      .
    • Click the name of your user account in the upper-right corner and click
      My Custom Groups
      .
    Users see only the items that are associated with their tenant.
  3. Select the group from the
    Groups
    tree.
  4. Select the
    Items
    tab in the right pane.
  5. To specify the items to display, select a filter from the
    Show Items
    drop-down list.
  6. The following membership types are applicable, depending on the type of group that you selected:
    • Direct Items
      Includes the items that were added directly to the group, either manually or by the application of a rule. You can add or remove items only when Direct Items is selected. The Added By column indicates whether the item was added manually or by a group rule.
    • Direct and Inherited Items
      Includes all items in the group, whether they were added directly or inherited as the children of items that were added directly.
      The check box next to Options on the Properties tab determines the ability to inherit items. Excluded items are not inherited.
    • Inherited Items
      Includes only the children of managed items in the group. When you enable inheritance for this group and add a router, all interfaces that are associated with the router are added to the group.
      Inherited items cannot be removed individually. They are automatically removed when the parent item is removed.
    • Excluded
      Items in this list are not added to the group by group rules. To prevent groups rules from adding an item to the group, add the item to the Excluded list.
      This list also includes manually deleted items if a group rule originally added that item. To add an excluded item to the group, remove the item from the Excluded list, and run group rules.
  7. Select an item type from the list.
    A list of all items of the selected type that are included in the group appear.
Manage Group References
A group reference is a copy of another group. Any group that is referenced in the Groups tree has an extra tab in the right pane.
To view and remove references to that group, use the Remove References tab.
To delete group references, use the References tab for the original group. While deleting a group that has been referenced deletes all of its references, deleting a group reference does not affect the original group. Deleting a subgroup that is a reference does not affect the original group or its parent group. To prevent problems when deleting a group that contains subgroup references, delete all the references before deleting the group.
Delete Groups
The global administrator can delete custom groups, including groups that belong to any tenants. A tenant administrator can also delete custom groups that belong to that tenant definition. The subgroups of the deleted group are also deleted. System groups cannot be deleted.Likewise, the Default Domain group cannot be deleted.