Creating and Managing Agent Groups

From the Agents section of the SMC, clicking the Agent Groups folder displays the Agent Groups screen as shown below. Here, you can create new Agent Groups, set permissions and manage the properties of existing Agent Groups.

Creating New Agent Groups

  1. To create a new agent group, select the Agent Groups folder.

  2. Click the New button. A new icon appears with the name New Agent Group as the default assigned name.

  3. To assign a new name for the agent group, click the default name or right-click the group and select Rename from the right-click menu and enter the desired name.

 

Assigning Agents to Groups

  1. To add agents to an agent group, select the specified group and click the Edit button or right-click the group and select Edit from the right-click menu. The Agent Group screen appears.

  2. Highlight the desired agent from the Available Agents list and click Add to add to the Agents in Group list. To remove agents, highlight the agent from the Agents in Group list and click Remove. After assigning the appropriate agents to the group, click OK to save the settings and close the Agent Group screen.

NOTE: The same agent can be assigned to multiple groups

 

General Properties

Each agent group includes a set of general properties which allows you to view specific details, enter custom notes and assign permissions for that particular group. To access an agent group's general properties, from the Agent Groups folder, select the desired agent group and click the Properties button or double-click the group. The general properties of that agent group appears as shown below.

Details

The Details section displays various attributes about the agent group. The following fields are included:

Field or Checkbox

Description

Name

The assigned name of the Agent Group.

Created By

The user who created this specific Agent Group as indicated in the Users section of the SMC.

Created On

The date/time when the Agent Group was initially created.

Modified On

The date/time when the Agent Group's properties were last modified.

Version Date

Date of the current software version.

Globally Enabled

Indicates whether or not the Agent Group is globally enabled. This option is enabled by default.

Workflows containing this Agent Group

Displays a list of workflows assigned to the Agent Group.

Tasks assigned to this Agent Group

Displays a list of tasks assigned to the Agent Group.

Triggers assigned to this Agent Group

Displays a list of triggers assigned to the Agent Group.

 

Notes

The Notes section provides a location where you can enter descriptive information or custom notes in regards to the specified agent group. Notes entered will appear in various reports and other sections of the SMC.

 

Security

The Security section allows you to set permissions for existing users or user groups on this agent group. Instructions are as follows:

  1. From the Available Group/User Name field (left pane), highlight the desired user or group and click the Add button. This will populate the Selected Group/User Name field (right pane) with the selected user or group, as shown below.

 

  1. Highlight the desired group/user from the Selected Group/User Name field and set its permissions to Allow or Deny under the Permissions field, as shown below.

The chart below details the available permissions and the items that they correspond to:    

 

 

Workflow

Task

Condition

User

User Group

Agent

Agent Group

Folder

Create

X

X

X

X

X

X

X

X

Read

X

X

X

X

X

X

X

X

Edit

X

X

X

X

X

X

X

X

Delete

X

X

X

X

X

X

X

X

Move

X

X

X

X

X

X

X

X

Toggle Enable

X

X

X

X

X

X

X

 

 

  1. Upon completion, click Apply to save changes.

See Also

Agent Groups

Agents

Deploying and Managing Agents