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CA Unified Infrastructure Management - 8.0
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USM Group Filters

Last update August 31, 2017

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For static groups, create the filter and then choose which of the listed systems to include in the group. For dynamic groups, create a filter to specify which systems are in the group. The list of members in the dynamic group is automatically updated every 15 minutes.

Note: If you filter on origin, the filter will only match systems using the discovered origin, the first origin listed in the device details. The filter will not apply to any enriched origins listed below the discovered origin.

Create a Filter

Create a filter to define the members of a dynamic or static group. For a dynamic group, the filter defines which devices are in the group. For a static group, the filter helps you find which devices to include in the group.

Character MySQL Oracle MS SQL
\ \\ Not applicable \ (No escape character required)
% \% Not applicable [%]
_ (underscore) \_ Not applicable [_]
  1. Do one of the following:
    • In a badge view, display a group and choose Edit Group from the Actions menu.
    • In the tree view, click on a group and choose Edit Group from the Actions menu, or click the Edit Group icon (USM--editGroup_ICO) next to the group name in the tree.
    The Edit Group dialog is displayed.
  2. In the Filters section of the Properties tab, choose items from the pull-down menus and enter text in the text field as appropriate.
  3. Click the Add Filter icon (UMP--addFilter--ICO) to add additional rows to the filter if wanted.
    When you have defined the rows for the filter, click the Apply Filters icon (UMP--applyFilters--ICO) to confirm the results in the Members table. Systems that have not yet been added to the group are shaded in gray. Not all systems that match the filter criteria may be displayed; up to 100 systems that match the filter are displayed. For dynamic groups, all systems that match the filter are included in the group, even if they are not displayed in the Members table when you click Apply Filters. To view all members in the group, save the group and click on the group in a badge or tree view. All members are displayed. If there are more than 100 members, click the arrow icon (USM--pageForward_ICO) to page through the list.
    For static groups, existing group members are displayed in addition to the filter results. For example, you select 50 systems as members of a static group and save the group. Then you edit the group, creating a filter to add members to the group. Up to 100 systems that match the filter plus the 50 existing members are displayed in the Members table when you click Apply Filters. If more than 100 systems match the filter and you do not see those you want to add to the group, you may need to refine the filter criteria so that the systems you want to add are displayed in the Members table.
  4. If the filter is for a static group, click the check boxes in the Included column to choose the systems you want to add to the group.
  5. Click OK.
    The filter is saved and the systems added to the group are no longer shaded in gray in the Members table.

Example

We have a client, called Client A, who has both Windows and UNIX systems. Client A wants a group containing only Windows systems that are web servers or SQL servers.

First we narrow down the list using a unique attribute. Client A's system names all start with clienta so we select the Name field, the contains operator, and enter clienta in the text field. Then we click the Apply Filters icon to see the results. Now we see only Client A's systems.

 USM--filterExample2_top_SCR

USM--filterExample2_bottom_SCR

Next we narrow down the group to only Windows systems. We click the Add Filter icon to add a row of filter options. We select the and operator, the OS Type field, and the is operator. We enter windows in the text field, then click the Apply Filters icon. Now we see only Client A's Windows systems.

USM--filterExample3_top_SCR

USM--filterExample3_bottom_SCR

Next we narrow down the group to include only web servers and SQL servers. We click the Add Filter icon to add a row of filter options. We select the and operator, the Name field, and the ends with operator and enter websrvr in the text field.

We click the Add Filter icon to add another row of filter options. We select the or operator, the Name field, and the ends with operator, and enter sqlsrvr in the text field.

We click the Apply Filters icon and the list now contains only Client A's Windows systems that are web servers or SQL servers.

 USM--filterExample4_top_SCR

USM--filterExample4_bottom_SCR

User Tags

You can filter on two user-defined criteria, called User Tags, in portlets that have filters. You can also automatically create groups according to User Tag.

User Tag 1 and User Tag 2 are text fields that are defined on the robot. You can enter any text in these fields. (Use Infrastructure Manager to open the configuration window for the robot.) Once you have done so, you can filter for these values in the Unified Service Manager, Performance Reports Designer, and List Designer portlets.

For example, you could use User Tag 1 for geographic location and User Tag 2 for type of server. For some systems you enter Europe for User Tag 1 in the robot configuration, and for some systems you enter Asia. For User Tag 2, you enter either production server or web server.

You can then create reports for your regional systems by filtering on User Tag 1 in the Performance Reports Designer (in the Filters tab) or List Designer (in the filter fields of the New Group pane). To do so, you would set the filter to User Tag 1 is Europe or User Tag 1 is Asia.

UMP--userTag1example--SCR

In the Unified Service Manager portlet, you can create separate groups for your production and web servers and apply different monitoring templates to them. To create the groups, in the Filters section of the Edit Group dialog you would set the filter to User Tag 2 is production server for one group, and User Tag 2 is web server for the other group.

USM--filterEditGroup_IMG

User Tag 1 and User Tag 2 can be used to filter for any system that has a robot running on it. You cannot use User Tag 1 and User Tag 2 to filter for network devices that do not have a robot.

For information about automatically creating groups according to User Tag, see Automatic Groups.

Note: To define a User Tag, right-click and configure the 'Controller' probe on the robot you want to modify (rather than trying to open configuration properties of the robot container itself).

Filter Menus and Buttons

Filters have these menus and buttons:

Field Description
and/or pull-down menu Choose the and or or operator to apply to this row of the filter definition. This operator is present only in the second and subsequent rows.
(Blank)/not pull-down menu Choose not in order to search for all systems except those that match this row of the filter definition. Otherwise, leave blank.
Criterion pull-down menu Choose the criterion to filter for, such as Name, IP Address, and so on.
Operator pull-down menu Choose the appropriate operator, such as is, contains, starts with, and so on.
Text field Enter the appropriate text for the criterion you chose.
Add Filter/Remove Filter icons
UMP--addRemoveFilter--ICO
Click to add or remove rows for the filter definition.
Move up/Move down icons
UMP--upDownIcons--ICO
Click to move the row up or down. Filter rows are applied in sequential order.
Apply Filters icon
UMP--applyFilters--ICO
Click to see the results of applying the filter in the Members table. Although you see the list of systems in the Members table, the group is not saved until you click OK.
Note: The special characters \, %, and _ may need to be preceded by or enclosed in escape characters when you use basic search or advanced search, or when you apply filters in USM or in PRD. In the case of advanced search and filters, this applies when the contains, starts with, or ends with operator is selected. The escape character required depends on the type of database. For MySQL, the backslash (\) is the escape character; for MS SQL, special characters are enclosed in square brackets ([]). Searching for special characters is not supported for Oracle.
Note: The following table shows how to enter special characters for each database type.
Character MySQL Oracle MS SQL
\ \\ Not applicable \ (No escape character required)
% \% Not applicable [%]
_ (underscore) \_ Not applicable [_]
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