Managing Tags

Purpose

This article describes how to add, remove and edit tags on various objects in the Portal.

Introduction

Common Settings include Tag Manager and Filtering options, and settings to customize the view. Filters allow for quick limitation of viewed data to relevant entries. By applying filters in multiple columns, it is possible to narrow down a large dataset to find a particular entry or to discover any abnormalities, missing data or missing actions. Tagging helps to create more custom filtering options by adding specific tags to various entities. Customize each view by adding or removing the tags and by applying filters.

Requirement

It is assumed that the reader has basic access to the OUTSCAN/HIAB account to access the Portal.

User need to be assigned to a role with Tags set to Manage to be able to manage tags. See Identity and Access Management (IAM) for more information on how to set roles.

Managing the Tags

Adding a Tag to a Object

Add tags by right-clicking on the object and click the Edit tags icon in the context menu.
The Edit tags form is displayed.
Enter a tag name in the Search tags row. Available tags matching the search criteria is listed.
Select one of the available tags, or click the CREATE NEW TAG button to create a new tag.
Click the SUBMIT button to save the new tag and attach it to the object.

The colon character ":", splits the content of the tag into a key and a value. Thus allowing a granular search for the occurrences of tags containing the search word in the key or in the value. Tags that do not contain a colon are handled as keys.

Input format: Key:value or just Key

Example:

When the added tags are:

aws:yes
hosting:aws
aws

Searching for aws results in all 3 entries.

Whereas, searching for aws: results in tags with aws string as the key.

To find the values containing the phrase, prefix it with colon. Searching for :aws results hosting:aws only.

Examples of a valid tag format:

Location:London
digital-media
NetworkAlpha

Edit a Tag on an Object

Editing a is the same as adding a Tag.

Edit tags by right-clicking on the object and click the Edit tags icon in the context menu.
Follow the same steps as in Adding a tag to a object.

Tags that are displayed in grey cannot be edited since they are inherited. See Tag Inheritance.

Removing Tags from Object

Click on the X directly on the tag in the row to remove it from that object.

Or

Right click on a object and select Edit Tags in the context menu.
Click on the X on the displayed tag.
A new dialog is displayed with the tag marked in red.
Click SUBMIT to remove the tag from the object.

This removes the tag from the object, but it is still available from the tags list. For more information, see Tags.