Creating and Managing Tags

Tags are keywords you can assign to assets or users in Lucidum. You can define both the tag and its value.

Tags allow you to customize how you want to organize assets and users, using name:value pairs that work for your organization.

This chapter describes how to view, create, use, and manage tags.

Viewing Tags #

In the Tag Management page (Left menu > Tags icon), you can view, edit, and delete Tags.

To manage Tags:

1. Go to Left menu > Tags icon.

   

2. The Tag Management page displays the following about each Tag:

   • Name. Name of the Tag.

   • Data Type. Displays the the type of Lucidum object you can use with the Tag. Choices are:

     • Asset. Use with assets.

     • User. Use with users.

   • Type. Data type for the Tag. Choices are List, Number, String, or Time.

Creating a Tag #

Tags are key:value pairs that you can create and assign to assets and users. Tags help you sort and manage assets and users.

Tags allow you to customize how you want to organize assets and users, using name:value pairs that work for your organization.

For example, you could create a tag for assets named “Maintenance”.

• You could define the tag as Type List.

• You could then define possible maintenance 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.

You can create Tags in the Tag Management page (Left menu > Tags icon). Tags appear as fields in the Query pages and can be assigned to assets in the Query Results page.

To create a Tag:

1. Navigate to the Tag Management page (Left menu > Tags icon).

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

3. The Add Tag modal page appears:

   

4. Enter values in the fields:

   • Name. Name of the new Tag.

   • Table Name. Select from Asset or User. This field specifies which type of queries will display the Tag in the list of fields.

   • Type. Select from List, Number, String, or Time.

   • Field Value. If you select List from the Field Type field, you must specify the possible values in this field. After entering each value, press Return.

5. Click Add.

6. The new Tag appears in the Tag Management page (Left menu > Tags icon).

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.

Assigning a Tag #

To assign a Tag to an asset or user:

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.

   

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.

   

5. In the Assign Tag Value modal page:

   • Tag. Select from the list of Tags.

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

   NOTE: If the value is of type Time, enter the time in epoch format.

7. Click Confirm.

8. 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 a Tag in a Query #

After you have assign a Tag to users or assets, you can use that field as a filter when creating queries.

To do this:

1. Click Query.

   

2. In the Build a Query page , click on the Tags category.

3. The right pane displays a list of Tags you can use in your query.

Managing Tags #

In the Tag Management page (Left menu > Tags icon), you can edit and delete Tags.

To manage Tags:

1. Go to the Tag Management page (Left menu > Tags icon).

   

2. To edit a Tag, select its Edit Tag (pencil) icon. In the Edit Tag modal, you can edit the Name field and the Field Value field.

3. To delete a Tag, select its Delete Tag (trash can) icon.