Creating groups

Resource groups organize resources into logical groupings.

About this task

Resources are created on the Resources page. The Resources page displays resources in a hierarchical tree structure. Each row represents a resource and has a context-sensitive Action menu that is associated with it. The available actions depend on whether the resource represents an agent, agent pool, component, or organizational group.

Procedure

  1. Open the Resources page. In addition to the Resources page, resources can be displayed in several ways, such as by adding resources to an environment.
  2. Perform one of the following steps:
    1. To create a top-level group, click Create Top-Level Group. The new group is created under other top-level groups, if any.
    2. To create a resource group beneath an existing resource, display the Action menu for the resource and then use the Add Group command. The Create New Resource dialog box is displayed.
  3. Enter a name and an optional description.
  4. Perform one of the following steps:
    1. If you want the team that manages the resource's parent to manage this resource, select the Inherit Teams From Parent check box. The Inherit Teams From Parent check box is selected by default.
    2. If you do not want the parent team to manage this resource, clear the Inherit Teams From Parent check box. You can add a team by using the Teams action, then selecting a team.
  5. By default, all resources beneath the current resource are managed manually. Optionally, group membership can be handled automatically according to user-specified filter conditions. To set a filter condition, select the Manage Members Automatically check box. The condition can be set by name or property and filtered by the following criteria:
    • Equals
    • Doesn't Equal
    • Contains
    • Doesn't Contain
    • Matches Regex (match a regular expression)
    More than one condition can be used. If any existing agent-type resource within the filtered group satisfies the condition, it is preserved, otherwise it is removed. If there are any agents not already in the group that satisfy the condition, agent-type resources are created and added to the group.
  6. Optional: If you added the resource below an agent, agent pool, or a component, the option to define default user impersonation credentials is available. See Defining default user impersonation credentials for information about setting impersonation credentials.
  7. Save your work.

What to do next

For information about using resources in applications, see Mapping resources to environments.

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