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Examples for Tags and Smart Labels

Tag To Track Maintenance Tasks

You could create a simple tag that tracks workstations that require maintenance.

You could create a tag for assets named “Maintenance”.

  • You could define the tag as Type List.

  • You could then define possible tasks like “Retire”, “Wipe”, “Upgrade”.

  • You could assign the Maintenance tag and a task value to specific assets.

  • You could then query which assets should be retired, which assets should be wiped, and which assets require an upgrade.

Create the Tag

To create the tag:

  1. Navigate to the Tag Management page (Settings > Tag Management).

  2. Click the Add Tag (plus-sign) icon in the upper right.

  3. The Add Tag modal page appears:

    add_tag_modal.png
  4. Enter values in the fields:

    • Name. Name of the new Tag. In this example, the name is Maintenance.

    • Table Name. Select Asset.

    • Type. Select List.

    • Field Value. If you select List from the Field Type field, you must specify the possible values in this field. In this example, the values are Retire, Wipe, Upgrade..

  5. Click Add.

  6. The new Tag appears in the Tag Management page (Settings > Tag Management).

  7. The new Tag appears in the Query tool, under the category Tags. You can now use the new Tag as a filter in a query.

Assign the Tag to an Asset

To assign the tag to an asset:

  1. Create a query to find the assets or users you want to tag. For details, follow the steps to Create a query.

  2. Click Show Results.

    assign_tag.png

     

  3. In the Query Results page, select the assets or users you want to tag with a Tag.

  4. Click the Add a Tag Value (wrench) icon.

    assign_tag_2.png

     

  5. In the Assign Tag Value modal page:

    • Tag. Select from the list of Tags.

    • Choose Value. Enter the value for the Tag. For Tags of type List, select from a list of possible values.

  6. Click Confirm.

  7. The Tag is now applied to the selected assets or users. You can use the Tag to search for the assets or users in the Query page.

Using the Tag in a Dashboard

To use the tag in a dashboard:

dashboard_with_tags.png

In all the charts in this dashboard, the query was “Maintenance exists”:

query_for_tags_dashboard.png

Using Smart Labels for Pie Charts

One use of Smart Labels is to create pie charts in dashboards. This task is easier with Smart Labels than with multiple queries and multiple charts.

In our example, we will create a Smart Label that finds users who are managed with Okta and users who are not managed with Okta.

Create the Smart Label

To create a Smart Label in the Smart Label Management page:

  1. Navigate to the Smart Label Management page (Settings > Smart Label Management).

  2. Click the Add Smart Label icon (plus-sign) in the upper right.

    smart_label_okta_users.png

  3. In the Add Smart Label page, enter the following in the top pane:

    • Name. Name of the Smart Label. In our example, the Smart Label is called Okta Users.

    • Label Type. Specifies the data type for the value of the Smart Label. In our example, the type is Boolean.

    • Data Type. Specifies that Lucidum object type for the Smart Label. In our example, we chose User.

    • Description. A description of the Smart Label.

  4. In the Configured Rules pane, we defined two rules.

    • Data Sources match Okta. This rules examines the user database, in the current data. The query looks for users where Data Sources matches “Okta. If one of the Data Sources matches Okta, the user account is managed by Okta. We assigned this rule the value True if matched.

    • Data sources not match Okta. This rules examines the user database, in the current data. The query looks for users where Data Sources do not match “Okta. If none of the Data Source matches Okta, the user account is not managed by Okta. We assigned this rule the value False if matched.

  5. Default Label Value. We did not specify a value.If left blank, no value is assigned to users or assets that do not match one or more rules.

NOTE: Rules are OR statements. The results of the Smart Query include assets or users that match only one rule, more than one rule, or all rules.

Using the Smart Label in a Dashboard

dashboard_okta_users.png

In this dashboard, you can view the following charts:

  • All Users. This chart is a listing of all users in Lucidum.

    • The query for this chart is “Lucidum User Name exists”.

  • Okta Users. This chart shows the number of user managed with Okta and the number of users not managed with Okta.

    • The query for this chart is “Okta Users exists”. This is the Smart Label we created in the previous section. This very simple query results in a pie chart of users managed by Okta and users not managed by Okta.

  • Users Not Managed with Okta. This charts lists the users who are not managed in Okta.

    • The query is “Okta Users is False”, referencing the Smart Label we created in the previous section.

  • For details on creating a dashboard, see Creating a Dashboard.

  • For details on creating charts in a dashboard, see Creating a Chart.

  • For details on using the query builder, see Building Queries.

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