Manage Groups

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UIM creates several groups to get you started. You can monitor your cloud accounts and your on-premises devices using these groups. You can create more groups to organize the devices in your environment for the following reasons:
  • More meaningful alarms and dashboards
    - You can group your devices with similar monitoring requirements to view metrics and alarms data for specific situations.
  • Easier navigation
    - By creating groups that are meaningful to your organization, it can be easier for users to navigate to desired devices and interfaces.
  • Easier to determine monitoring profiles
    - You might find it easier to troubleshoot issues when group profiles are applied to devices and interfaces in a group.
  • View dashboards
    that generate information about all of the members in each group.
  • Apply the same monitoring settings
    to all the devices and interfaces in the group.
Types of Groups in OC
The following are the different types of groups in Operator Console:
  • Container
    : Container groups contain other groups (sub-groups). For example, the default group Operating System is a container group with UNIX and Windows as the sub-groups.
  • Static
    : Static groups contain a specified list of devices. Once you specify the list of devices that are members of the group, the membership does not change unless you manually add or remove devices and interfaces.
  • Dynamic
    : Dynamic groups contain devices that meet a specified set of criteria. Dynamic groups, such as the Windows and Linux groups, are created automatically based on the OS Type or monitoring technology (for example, VMware or AWS). In addition, you can create your own dynamic groups and can define a filter to add the devices that match the filter to your group. The membership of dynamic groups is updated automatically on a configurable interval. Typically, you create a dynamic group when you want to monitor specific devices that are discovered after a device discovery. For example, you want to monitor all database servers that belong to a specific region. For this, you can create a dynamic group for the region and configure the group to accept only the database servers that are discovered during the device discovery. After the devices are discovered, those that match the dynamic group criteria get added to it.
We recommend that you add a device to only one group for MCS grouping. Always implement non-overlapping management privileges for any element that is managed through CA UIM. All users who can create monitoring profiles for computer systems or elements must be able to see the element, the actual profile, and any potential group profiles. This avoids situations where multiple users can unknowingly apply conflicting configuration profiles to the same device.
In UIM 20.3.3, the new OC Group Add, OC Group Edit, and OC Group Delete ACL permissions provide the required access to create, edit, and delete groups, respectively. These permissions allow you to authorize only the required users to perform the appropriate group operations. For example, if you do not want to give the delete group permission to a specific user, you can disable the OC Group Delete permission for that user, and enable the OC Group Add and OC Group Edit permissions.
Note that the OC Group Modification permission is also available. Users with this permission are allowed to create, edit, and delete groups. Therefore, with the availability of the three new permissions (OC Group Add, OC Group Edit, and OC Group Delete) along with OC Group Modification, you can decide which permission you want to use for your users. If you want your users to perform all the operations, you can use OC Group Modification. However, if you want to allow only a specific task, you can then use the associated permission.
View Groups
The Groups View provides 3 types of views to display the Groups and devices. Following are the different types of views.
  • Card View
    Displays all the groups in cards with the alarm summary charts in the card.
  • List View
    Displays all the groups in list with the Group names with the alarms, and elements in the group.
  • Tree View
    Displays the groups in tree like structure for the navigation within the groups.
If you are logged in to Operator Console with the Operator role, you can view groups and devices and interfaces in groups. However, you cannot add, delete, or rename groups, or add and remove devices from groups.
Group Dashboard View Page
The following screenshot shows the group dashboards view (native OC screen) in UIM 20.3.3. This screen is rendered using HTML5; it is no longer dependent on CABI in UIM 20.3.3:
UIM 20.3.3 has removed dependency on CA Business Intelligence (CABI) for rendering the native OC screens: Home page, Group view page, Device view page, and Monitoring Technologies (probes) view page. Custom and Out-of-the-Box dashboards and reports are still rendered by using CABI; that is, they have a dependency on CABI. However, the native OC screens are no longer dependent on CABI (Jaspersoft) and are rendered by using HTML5. For more information about the native OC screens using HTML5, see the Configuring and Viewing Monitoring Data article or the "Removing CABI Dependency (Native Operator Console)" section in the UIM 20.3.3 article.
You can perform the following tasks in this view:
  • Open Alarms
    View the count of opens alarms in the group.
    • Click the View All link to navigate to the Alarms view page, which contains more details.
    • Click the respective bar on the chart to navigate to the Alarms view, which contains more details.
  • Devices By Roles
    View the role spread of the monitored devices in the group.
    • Click the View All link to navigate to the inventory view, which provides more details.
  • Top 10 Entities
    View the top monitored technologies/sub-groups and devices in the group. The list is sorted based on the alarm severity and then alarm count. For example, an entity having one critical alarm is displayed first in the list when compared with the entity having two major alarms. The alarm count is considered after the severity.
    • Click the View All link to navigate to the respective view, which provides more details.
    • Click the specific entity (for example, device or monitoring technology) to access the detailed information.
  • Properly Created URL
    Use the properly formed URL to directly access the group dashboard view:
    http://<OC_Server>/operatorconsole_portlet/groups/0/<CI_ID>/dashboard
  • Remove a Tile
    • Click X to remove a tile from the view.
  • Show/Hide a Tile
    • Click the three-dot menu at the top-right of the UI to show or hide the tiles from the view.
Add a Group
You can add a container, dynamic, or static group in the
Groups
(Groups View Icon) view.
Add a Container Group
Container groups contain other groups (sub-groups).
Follow these steps:
  1. Access the Groups (ic_groups.png) view.
  2. Select
    Action Menu
    (Inline menu.png) in the upper right, and then select
    Add group
    .
  3. Enter the following information:
    1. Enter a unique name for the container group.
    2. Enter the group description.
    3. Select the appropriate account from the drop-down list, if required.
    4. Select a parent group that contains all the related groups. The container groups that you create gets added to the parent group that you select.
    5. Select the
      Container
      option as a group type.
  4. Click
    Save
    to create the container group.
    The container group is created. At this stage, the container group does not contain any sub-groups. You can add another container group, dynamic group, or static group to this container group based on your requirements. For dynamic and static groups, see the relevant sections in this article.
In the Groups view, container groups display the count of the devices of the group and does not include any interfaces in the count.
Add a Dynamic Group
Create a dynamic group when you want to dynamically add any device that matches the filter criteria to the group.
Follow these steps:
  1. Access the Groups (ic_groups.png) view.
  2. Select
    Action Menu
    (Inline menu.png) in the upper right, and then select
    Add group
    .
  3. Enter the following information:
    1. Enter a unique name for the group.
    2. Enter the group description.
    3. Select the appropriate account from the drop-down list, if required.
    4. Select a parent container group that contains all the related groups. The dynamic groups that you create gets added to the parent group that you select.
    5. Select
      Dynamic
        as the group type.
    6. Select
      Devices
      or
      Interfaces
      from the
      Member Type
      drop-down list.
    7. Define the filter criteria and then click
      Find Devices
      to view the devices that match the criteria. For more information about using various filter options, see the Example: Dynamic Group Creation section and Using Filters section that are explained later in this article.
      Selecting the advanced filter criteria allows you to select system or technology-specific options. For example, you can filter based on kernel version, storage capacity, or criteria specific to monitoring technologies. The filter criteria that you can view in the drop-down depends on the technologies that are monitoring the environment.
  4. Click
    Save
    to create the dynamic group.
    The dynamic group is created and the devices that match the criteria are added to the group. Subsequently, any devices that are added/discovered and match the filter criteria get added to the group.
  5. Verify that the dynamic group appears in the parent group.
The following screenshot shows a dynamic group (Dynamic_Group):
image2019-1-16_16-13-40.png
Example: Dynamic Group Creation
The example screenshot shows how you can create a dynamic group using the following filter criteria:
  • Filter all devices that have Windows operating system AND are robots.
    OR
  • Filter all devices based on the advanced filter criteria: OSDescription of the virtual machine is Red Hat Enterprise Linux 7 (64-bit).
Dynamic_group.PNG
Add a Static Groups
A static group is the one where you manually add devices while creating the group.
Follow these steps:
  1. Access the
    Groups
    (Groups View Icon) view.
  2. Click
    Action Menu
    (Action Menu Icon) menu in the upper right, and then select
    Add group
    .
  3. Enter the following information:
    1. Enter a unique name for the group.
    2. Enter the group description.
    3. Select the appropriate account from the drop-down list, if required.
    4. Select a parent group that contains all the related groups. The static groups that you create gets added to the parent group that you select.
    5. Select
      Static
        as the group type.
    6. Select
      Devices
      or
      Interfaces
      from the
      Member Type
      drop-down list.
    7. Define the filter criteria and then click
      Find Devices
      to view the devices that match the criteria. For more information about using filters, see the Using Filters section explained later in this article.
      Selecting the advanced filter criteria allows you to select system or technology-specific options. For example, you can filter based on kernel version, storage capacity, or criteria specific to monitoring technologies. The filter criteria that you can view in the drop-down depends on the technologies that are monitoring the environment.
    8. Select the devices that you want to add to this static group.
  4. Click
    Save
    to create the static group.
    The static group is created. At this stage, the static group contains the devices that you have added to it while creating it. If you want to add more devices or remove some of the devices from the static group, you must edit the group and perform the operation.
  • After you create a static group and add devices, the membership does not change unless you manually add or remove devices by editing the group.
  • When you save the static group, the filter criteria is not saved.
Edit a Group
You can edit a edit if you want to perform any changes to the created groups.
Follow these steps:
  1. Click
    Groups
    (Groups Icon).
  2. Navigate to the group that you want to edit.
  3. Click
    Action Menu
    (Action Menu Icon), and then
    Edit Group
    .
  4. Perform the following operations as appropriate:
    1. Rename a group. You can rename a group at any level. However, ensure that all group names at the same level are unique.
    2. Change the group description.
    3. Modify the account information of the group.
    4. Move the group from one parent (container group) to another. Ensure that the new parent (to which you are moving the group) belongs to the same account. You cannot move to a parent that has a different account.
    5. Modify the filter criteria for static or dynamic group.
      For more information about how to add and remove devices from a static group, see the Add and Remove Devices From a Static Group section in this article.
The following screenshot shows the edit dialog for the container group:
The following screenshot shows the edit dialog for the dynamic group:
The following screenshot shows the edit dialog for the static group:
Delete a Group
Deleting a group deletes the group, but not the devices in the group. The devices that were members of a deleted group remain in your inventory and as members of other groups.
Follow these steps:
  1. Click
    Groups
    (Groups Icon).
  2. Navigate to the group that you want to delete.
  3. Click
    Action Menu
    (Action Menu Icon), then
    Delete group
    .
  4. Click
    Delete
    on the conformation dialog.
Add and Remove Devices From a Static Group
You can add and remove devices from a static group, but not from a dynamic group. When you remove a device from a static group, the device remains in the system and as a member of other groups, if applicable.
If you are logged in to Operator Console with the Operator credentials, you cannot add and remove devices from a group.
Follow these steps:
  1. Click
    Groups
    (Groups Icon).
  2. Navigate to the group for which you want to modify the members.
  3. (Add) To add a device to a group, complete the following steps
    1. Click
      Action Menu
      (Action Menu Icon).
    2. Select
      Edit group
      .
    3. Specify the filter criteria, navigate through the device list, and select the additional devices that you want to add to a group.
    4. Click
      Save
      to add the selected devices to the static group.
  4. (Remove) To remove a device from a static group, complete the following steps:
    1. Click
      Action Menu
      (Action Menu Icon).
    2. Select
      Edit group
      .
    3. Navigate through the list and clear the selected devices that you want to remove from a group.
    4. Click
      Save
      to remove the devices from the static group.
The static group is updated with your changes.
Using Filters
You can set various filter options to select the members for each group you create. Filters for both device and interface type groups include:
  • Boolean operators
    and
    ,
    or
    , and
    not.
    Precedence among Boolean operators is NOT, then AND, and then OR. The order of multiple filter conditions does not affect the result.
  • A drop-down list of previously discovered properties. You can also enter an SQL query from the properties list.
    To use the SQL query option, you must be a bus user with Portal Administrator permissions. Also, queries must include the column
    cs_id
    for devices and
    me_id
    for interfaces.
  • A condition list (
    is
    ,
    contains
    ,
    starts with
    , and so on).
  • A values field.
For static groups, create the filter and then select which of the listed systems to include in the group. For dynamic groups, create a filter to specify the systems to add dynamically to the group. The list of members in the dynamic group is automatically updated every 5 minutes.
Follow these steps:
  1. In the filters section, select items from the drop-down menus and enter the text in the text field as appropriate.
    The filter condition
    undefined
    selects for attributes without defined values. When the option
    undefined
    is selected, the values field is disabled.
    The filter condition
    contains
    allows you to simplify your filtering rules by use of wildcards: '%' for one or more characters or '_' for one character.
    The filter condition
    in
    allows you to list attribute values in one filter rather than setting individual filters for each value. You can copy a list of values from another source, paste the list into the values box, and run the filter at once against all values. Each value must occur on a separate line and include no punctuation at the end.
  2. Click the Add Filter icon to add filter rows, the Delete Filter icon to delete filters that are not needed, and the Up and Down arrows to change the order of filters.
  3. When you have defined the rows for the filter, click the
    Find Devices
    button to confirm the results in the table.
  4. If the filter is for a static group, click the check boxes to select the devices to add to the group.
  5. Click
    Save
    .
The filter is saved.
Use an Advanced Filter
If you have auto discovery enabled, you can filter on advanced attributes, such as PrimaryDnsName or Virtualization Environment, for system and interface groups. The filter field allows you to select from a list of discovered attributes or enter a known attribute that is not in the list.
Follow these steps:
  1. In the group dialog, click the first drop-down list in the
    Define Criteria
    section.
  2. From the displayed list, click the
    Advanced
    option at the bottom of the menu.
    The drop-down list is populated automatically with attributes of discovered group members.
  3. Pull down the menu for the operator and select an operator.
  4. Enter a value in the values field.
  5. Click the
    Find Devices
    button.
  6. Click
    Save
    to save the group definition.
Create Groups Automatically
Operator Console can automatically create dynamic groups according to certain criteria.
In order to create groups automatically, you must not be an account contact user. For account contact users, the Configure Automatic Groups tab is not active.
Follow these steps:
  1. Click the
    Settings
    in Operator Console.
  2. Click the
    Administration
    tile.
  3. Select the type of automatic groups to create.
    Choosing more than one type of automatic group does not combine the types; each property you select creates groups for that property.
  4. If you want to create a group to be a parent of the automatic groups, enter a name in the
    Parent Group
    field.
    For example, if you are an MSP and create automatic groups by origin, you can name the parent group Customers. If you leave the
    Parent Group
    field blank, the automatic groups are created under the root node.
  5. Click
    OK
    .
The Servers Group
The
Servers
group is an automatic group that comes pre-configured with OC. The
Servers
group creates sub-groups according to OS Type (Windows, Unix, and so on).
You cannot edit the properties of the
Servers
group or its sub-groups. However, you can assign monitoring templates and report templates. For the subgroups, you can also click the Apply Filters icon to view the results for the update of  the group.
Configure the Update Interval for Automatic Groups
You can change the update interval for automatic groups by configuring the nis_server probe.
Follow these steps:
  1. In Infrastructure Manager or Admin Console, select the system robot running OC.
  2. Open the nis_server probe in Raw Configure.
  3. Navigate to the Setup section.
  4. Edit the value for the parameter group_maintenance_interval.
    Interval units are given in minutes.
The nis_server probe automatically restarts after the configuration change is made.
Set Maintenance Windows for Groups
The maintenance mode feature lets you temporarily suppress monitoring so that only informational alarms are generated for systems.
You can schedule recurring maintenance to perform routine system updates. Or, you can place systems in a schedule that runs once only.
You can also create an adhoc maintenance schedule if an unplanned outage occurs so that you can quickly respond to the outage.
To manage maintenance schedules, you must have the
Edit Maintenance Mode Schedules
permission set in the Access Control List (ACL). To manage the systems in maintenance schedules, you must have the
Edit Maintenance Mode Devices
permission set in the UIM ACL.
Create or Edit a Maintenance Schedule
A maintenance schedule must be created before you can add systems to the schedule.
Follow these steps:
  1. Select a group in the Groups view in OC, then select the
    Maintenance
    (Action Menu Icon) icon on the top-right Actions menu.
  2. Click the Action Menu Icon button.
    Or, to edit an existing schedule, select the
    Action Menu
    (Action Menu Icon) next to the schedule you want to edit.
    It has the following options:
    1. Edit Maintenance
      - to edit the maintenance
    2. Delete maintenance
      - to delete the maintenance schedule
    3. Remove Maintenance System
      - to remove all the devices from the Maintenance
    4. End Maintenance
      - to stop the maintenance
    5. Update Devices
      . - to add the devices to the maintenance
  3. In the
    Create Maintenance Schedule
    dialog:
    1. Enter a name, or update the existing name. If desired, enter a description.
    2. Select an account for the maintenance schedule if desired.
    3. Make a selection for the
      Schedule
      option.
      The schedule recurrence options update dynamically based on your selection.
    4. Select the options for the schedule recurrence and maintenance window as desired.
      Action Menu Icon
  4. Click Save to save the scheduled maintenance.
The new schedule is displayed, and you can add groups and systems.
Add Devices from Groups to a Maintenance Schedule
After a maintenance schedule is created, you can add devices from groups to the schedule.
Devices from groups can be added to multiple maintenance schedules.
Follow these steps:
  1. Browse to a group in the Groups view navigation tree, and select the
    Maintenance
    (Action Menu Icon) on the top-right Actions menu.
    You can expand groups to display individual systems, but the
    Maintenance
    on the top-right Actions menu is only enabled when a group is selected in the navigation tree.
  2. Select the
    Action Menu
    (Action Menu Icon) next to the schedule for which you want add the devices from the groups.
  3. Select the
    Update Devices
    option and select the devices from the groups to add to the maintenance schedule.
  4. Click
    Update Devices
    . The maintenance schedule is updated and lists the devices from the groups that you added.
Devices by Alarms
From the
Card
view in the Groups view of Operator Console, you can quickly assess which groups need your attention by looking at the number of alarms that are displayed on each group card.
Click
Information
(Information Icon ) on a card, and then click the
Devices by Alarm
tab. The devices in the group generating alarms, and the number of generated alarms are listed.
Group Examples
This section provides some examples of grouping structures that you can use for your devices.
Grouping by Device Type
This grouping example shows a container group (e-Commerce) with three subgroups that contain different types of servers. You could use this grouping structure if you want to look at metrics and alarms for the different types of servers in your environment.
business group
business group
Grouping by Region
This grouping example shows two levels of container groups. Level 1 is the Americas container group. Level 2 container groups are North America and South America. The level 3 subgroups contain devices that are located in different cities.
region group
region group