Groups and tags are a convenient way to simplify computer visibility and management in SiteBackup. This article details the available groups and tags and how to create your own.
- Overview
- Managing Custom Groups and Tags
Overview
Tags are useful to group computers when configuring backup definitions or filtering between SiteBackup Agent computers.
A tag has the following structure:
Each tag is contained in a group - these groups are used to categorize tags in menus and other places. For example, a "Departments" group might hold different tags such as "Accounts" or "IT".
These tags are then shown under a heading for the group in the left-hand side menu of the 'Computers' page. For example, the 'Operating System' group contains a tag for each operating system a SiteBackup Agent computer is using:
Selecting a group in the left-hand menu will filter the computers table by the tags that are part of this group, showing each of the tags within the group, and the computers that have been added to that tag:
Selecting a tag in the left-hand menu will filter the computers table and only show the computers that are a member of that tag.
Types of Groups and Tags
There are two types of groups and tags in Macrium SiteBackup:
Automatic Tags
These tags are automatically created based on metadata and health information relating to the computer. These tags are added and kept up to date by the system and cannot be edited directly. Tag membership will be updated automatically when new computers are added or computer health changes. The tags that are automatically assigned to computers are shown below:
|
Group Name
|
Description
|
|---|---|
| Activity | If there is an active backup or restore on a computer, it will have an 'Operation in Progress' tag. |
| Agent Health |
Any backup health checks the Agent has failed:
|
| Agent Operating Mode | If there is an agent user script disabling backups on this computer, the computer will have a 'Scheduled Backups Disabled' tag. |
| Agent Version | The version of SiteBackup Agent installed on the computer. |
| Backup Definitions | The backup definitions this computer is a part of, there will be one tag per backup definition. |
| Computer Information | General computer information such as 32-bit or 64-bit, UEFI, virtual machine status. |
| Domain | The Active Directory domain the agent is joined to. |
| Domain Groups | One tag will be added here for each security or distribution group that a computer's Active Directory account is a member of. |
| Domain OU | The organizational unit of the computer's account in Active Directory. |
| License Status |
Whether the computer is unlicensed or licensed. There is an additional status 'Awaiting Connection' for computers that have never connected to Site Manager and therefore do not have any license status. |
| Operating System | The version of Windows running on the agent computer. |
| Reflect Edition | The edition of standalone Reflect (if any) installed on the computer (Workstation, Server, Server Plus). |
| Reflect Version | The version of standalone Reflect (if any) installed on the computer. |
| Status |
The Site Manager connection status of the Agent:
|
Automatic groups are only shown if there is at least one computer that has a tag in that group is present. Otherwise, the group will be hidden.
Custom Tags
These tags are created by the user, often based on the environment where the computer is located, e.g. department or geographic location. These tags are created and maintained by the user, meaning that computers will need to be added to the tag manually. New computers that are added to SiteBackup will need to be added to the relevant tags manually.
Creating Groups and Tags
To create custom groups and tags, select 'Configure', above the groups and tags navigation menu:
In the page that opens, any existing custom groups and tags will be displayed. If no custom tags or groups have been created, the following information will be displayed instead:
Select 'New Group' to create a group. A dialog box will prompt for the group's name, each group must have a unique name:
Click 'Save' to create the group.
Custom tags can then be added to the group by selecting 'Add Tags'.
A dialog will prompt for the tag's name and the computers that will be assigned to it.
Multiple tags can be added at the same time. Press enter or click on the 'Add' option.
If the tag hasn't been added to the input, it will show as an error. Click on the input and follow the instructions above.
If a tag already exists in the group, the tag cannot be added.
The 'X' icon can be used to delete a tag to prevent it from being added to the group.
The next step is to select the computers that will have the tags assigned to them. Click on 'Select Computers' to open the selection dialog and select the computers:
Click on 'Save' to confirm and the selected computers will be shown:
To edit the selected computers, click the 'Select Computers' button again. Computers can be deleted from the tag membership by hovering over them and selecting the delete icon displayed:
Click 'Save' to create the tags add the selected computers to the tag's membership.
Managing Custom Groups and Tags
Once custom groups and tags have been created, they will be dispalyed on the 'Groups and Tags' page:
The dropdown arrow next to 'Add Tags' can be used to edit and delete the group:
The three dots next to each can be used to easily edit or delete tags within the group:
Groups and Tags Visibility
To configure the visibility of the groups on the 'Computers' page, click on the 'Configure Visibility' tab. A table with all the automatic and custom groups will be displayed, except the 'Status' group which is always hidden in the tags Column:
By default, all groups and tags will be visibile in the 'Side Menu' and 'Tags Column' but can be hidden from each using the relevant checkbox.