Create a Tag

In the Tag Overview, you can create a static tag to apply to assets individually. You can also create an automatic tag by creating tag rules that the Asset Inventory uses to identify and tag matching assets.

For a demonstration on how to create a tag, see the following video:

To create a tag:

  1. Access the Tag Overview.

  2. Click Create tag .

    The Create a Tag page appears.

  3. In the Tag category drop-down menu, do one of the following:

    • Select an existing category to which to add the new tag.

    • Add a new tag category:

      1. In the text box, type a name for the new category.

      2. In the Add new Category section, click the button.

        The Asset Inventory adds the new category.

  4. In the Tag value text box, type a name for the tag value.

  5. In the Tag type section, choose the type of tag to create:

    Tip: For more information, see Tag Format and Application.

    • The Include assets section appears and displays a list of assets:

      1. In the Selection Mode section, choose the mode by which you want to apply the tag to assets:

        • Manual selection — Manually tag individual assets.

        • Batch — Create a query to select the assets to which you want to apply the tag.

        1. Click Filter .

          The Add filter button appears.

        2. Click Add filter.

          A menu appears.

        3. Do one of the following:

          • To search the asset list by tag, click Tags.

          • To search the asset list by asset property, click Properties.

        4. In the search box, type the criteria by which you want to search the asset list.

          The Asset Inventory populates a list of options based on your criteria.

        5. Click the tag or property by which you want to filter the asset list.

          A menu appears.

        6. Select how to apply the filter. For example, if you want to search for an asset whose name is Asset14, then select the contains radio button and in the text box, type Asset14.

        7. Click Add filter.

          The filter appears above the asset list.

        8. Repeat these steps for each additional filter you want to apply.

        9. Click Apply filters.

          The Asset Inventory filters the asset list by the designated criteria.

      3. Select the check box next to the asset or assets to which you want to apply the tag.

    • The Tag Rules section appears:

      1. In the Tag Rules section, select how to apply the tag rule:

        • Match All — Apply the tag to only assets that match all of the rules.

        • Match Any — Apply the tag to assets that match any of the rules.

      2. In the Rules section, click Add rule:

        1. Do one of the following:

          • To add a rule based on tags, click Tags.

          • To add a rule based on asset property, click Properties.

        2. In the Tag or Properties list, select the tag or property for which you want to add a rule.

          A logic operator window appears.

        3. Select one of the following operators:

          Note: The available operators depend on your selection from the Tag or Properties list.

          Operator Description
          includes tag

          Filters for items that include the selected tag.
          excludes tag

          Filters for items that exclude the selected tag.
          is equal to / includes / include property

          Filters for items that include the filter value.
          is not equal to / excludes / exclude property Filters for items that do not include the filter value.
          is greater than Filters for items greater than the filter value.
          is less than Filters for items less than the filter value.
          matches Filters for items that match the filter value.
          does not match Filters for items that do not match the filter value.
          contains Filters for items that contain the filter value.
          does not have Filters for items that do not contain the filter value.
          has only Filters for items that have only the filter value.

        4. In the text box, type the constraint value to use for the filter.

          Tip: Some text filters support the character (*) as a wildcard to stand in for a section of text in the filter value. For example, if you want the filter to include all values that end in 1, type *1. If you want the filter to include all values that begin with 1, type 1*.

          You can also use the wildcard operator to filter for values that contains certain text. For example, if you want the filter to include all values with a 1 somewhere between the first and last characters, type *1*.

        5. Click Add filter.

          Asset Inventory adds the rule and its filters to the tag.

  6. In the upper-right corner of the page, click Create tag .

    Asset Inventory saves the tag and applies it to the appropriate assets. Asset Inventory may take several minutes to apply the tag to the selected assets and update any associated asset counts.