Creating and Managing Workspaces Groups

Workspaces groups are logical groupings of a set of ‘workspaces’ (or endpoints) that can be used when managing an organization. They can be static and dynamic.

Static Workspaces Groups

Creating and managing static Workspaces Groups includes:

• Creating Static Workspaces Groups
• Managing Static Workspaces Groups
• Usage from Workspaces

Creating Static Workspaces Groups

A static group is defined as a series of members (workspaces) that comprise it and do not change, except if the group is modified.

To define a static workspaces group:

1. Enter Portal and select the option Workspaces -> Workspaces Groups in the left-side menu. A list of available groups will appear (or empty, if none exist).

   

2. Click the + New button at the top of the list. A pop-up panel will appear on the right side of the screen. Enter the name of the group and its description (optional). Once done, click the + New button at the bottom of the pop-up panel.

   

3. A confirmation message for the creation of the group will appear. Close the pop-up panel using the X at the top-right of the panel.

4. The new group will appear in the list. Click on its name to access the details.

   

Managing Static Workspaces Groups

The group's control panel has the following tabs:

• Details: general information. From here, you can delete the group by clicking the Edit button.
• Workspaces: controls the devices that are part of this group.
• History: offers a daily view of the number of devices that make up the group.
• Location: a geographic location can be added to the device group if necessary.

To add devices to the group, click on the Workspaces tab and press Edit. A list of all available devices in the installation will appear. From here, you can filter by devices that are already in the group (Added), those that are not (Not Added), and by all (All) devices. There's also a search field to find specific devices.

Usage from Workspaces

Once the group is defined, it can be managed within the Workspaces module when filtering results.

Dynamic Workspaces Groups

In addition to static groups, dynamic groups can be created based on Workspaces search filters. This way, the members of these dynamic groups can change in real-time.

Creating Dynamic Workspaces Groups

Dynamic groups are created from the Workspaces view within the Workspaces module.

1. Access the list of devices within Workspaces. Select or create a search filter. For simplicity, in this example, a filter that searches for devices that have not been restarted in the last 15 days is used.

   

2. Once inside the filter results, use the My Filters option -> Workspaces Groups -> Save as dynamic workspaces group.

   

3. A pop-up panel will appear. Give the dynamic group a name and click OK.

4. The system will notify you that a job has been scheduled to create this element. You can audit the execution of the task in the Jobs section in the left-hand menu of the Workspaces module.

5. Return to the Workspaces -> Workspaces Groups menu in Portal to verify that the new dynamic group has been created and check its members.