Creating and managing groups

Groups are a collection of machines (servers and/or computers). There are three types of groups:

  1. Manually created groups - where you decide what machines should be a member of the group
  2. Automatically created groups - where P9 automatically handles which machines are a member
  3. Microsoft Active Directory - import AD groups

Groups are useful when you want particular settings to apply to many machines. Instead of typing a long list of machine names you can just use the group name.

Groups are also a good way to organize your machines if there are a lot of them since you get the ability to filter the lists by group.

This article will describe how the automatically created groups work and how you manually create groups. You can also read more about where you can use the groups here.

Automatically created groups

Navigate to "Assets" -> "Groups". Here you'll see at least two groups marked p9. Their names are "Computers" and "Servers". They contain the currently active machines that are detected as a workstation/laptop or server respectively. You can click the members tab to examine which machines are in either group. But since the groups are automatically managed you cannot remove or add members yourself. Adding and removing happens automatically once Panorama9 discovers new machines or see that old machines are no longer active.

If you are using the Autotask extension there may be a third group called "Linked to Autotask". This group contains the machines that are currently linked to a corresponding Configuration Item (CI) in Autotask. That means that an asset you have in Autotask can be linked to an asset in Panorama9. This group can be used to have settings apply all machines that are also represented in Autotask. Or you can use the group to get an overview of which machines are currently linked to a CI in Autotask. Read more about the Autotask integration and Configuration Items here.

Import MS Active Directory groups

To import Microsoft Active Directory (AD) groups you need to:

  1. Install the P9 agent on at least 1 machine within your IT environment with the "Microsoft AD integration" enabled.
  2. Enable the Panorama9 dashboard extension "Manage" -> "Extensions" -> "Active Directory".

 

Imported groups are marked "AD" and named after their place in the AD hierarchy. So if you have a root domain called "local" with a child domain called "Acme Corp" in the default Organizational Unit "Computers". This group of machines will be present in the Panorama9 dashboard with the name "Computers -> Acme Corp -> local".

Manually created groups

In addition to the automatic groups you can create your own groups containing exactly the machines you want.

  1. Click + and name your new group
  2. Click the "Add members" tab to select which machines should be in the group
  3. One you are satisfied click the "Add X items" button
  4. Save the group

 

Manually created groups are static, unless you edit them. You can rename the group and add or remove members as you wish. Adding more members is done on the Add members tab. Removing members can be done from the Members tab.

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