How to Manage Groups and Tags in Saner Cloud?

IT administrators can ensure efficient resource management by gaining visibility and control over the resources in their environment from the centralized “Managed Resources” page in Saner Cloud.

Significance of Groups and their Types in Saner Cloud:

Groups simplify resource classification and supports system administrators to perform remediation or patch management tasks.

Different Categories of Groups Available within the Managed Resources Page:

— All Resources: Lists all the resources actively managed in Saner Cloud

— Unassigned Resources: Lists the resources for which operating system could not be conclusively determined

— All Groups: Shows both Default Groups (system-created) and Custom Groups (user-created)

Resource Management Tasks that IT Admins Perform from the “Managed Resources” Page:

1. Creating groups to organize resources

2. Assigning tags to resources for easy identification and classification

3. Removing resources as required

4. Accessing Other Resource Management Options

Follow the steps to access the Managed Resources Page:

Step 1: Log into Saner Cloud and choose the account you want to work with

Step 2: From the sidebar, click the Cloud Resources icon. Hover over the icon to see the name.

The Managed Resources page opens to perform the necessary tasks.

Follow the steps to create a Group and organize resources efficiently:

Step 1: Initiate Group Creation

Click the Create Group icon on the top-right corner of the Managed Resources page. The pop-up window opens to provide the group details.

Step 2: [Mandatory]Name the Group

Key in the name of the group from the Group Name text box.

Step 3: [Mandatory]Describe the Group

Provide a brief description in the Group Description text box.

Make sure to provide a Name and Description for the Group.

Step 4: Define Group Criteria

Determine the criteria you want to apply for the group:

• OR or AND condition
• Use the + button to add multiple criteria or the – button to remove criteria.

Step 5: Choose the Resource Scope

Determine if the criteria applies to:

• All Resources: Resources with the SanerNow Agent installed and active.
• Unassigned Resources: Resources without the SanerNow Agent installed.

Step 6: View Matching Resources

Click the Show Devices button to list all devices matching the specified criteria.

Step 7[Optional]: Pin Resources to the Group

You have an option to pin the resource to the group. Just go ahead and turn on the Pin the resources checkbox. As a result, the system overrides other rules and permanently associates the resources to the group. To change groups or rules, you must unpin the resource. Select the Unpin option from the Manage Pin window.

Step 8: Complete Group Creation

Click the Create Group button to finalize the group creation process.

[Optional] If you want to clear the details and key in again, click the Reset button.

IT admins can modify the Custom Groups to meet any changing business needs. Both the “Default Groups” and “Custom Groups” are listed together under the “All Groups” section on the Managed Device page. However, “Default Groups” cannot be modified or deleted.

To Edit the Group Criteria:

Step 1: From the All Groups list, select the group you want to modify.

Step 2: Edit the Group Criteria:

• To update the details, click the Edit(Pencil) icon under the Action column for the selected group
• To add new criteria, click the + icon
• To remove existing criteria, click the – icon

Step 3: After completing the edits, to save your changes, click the Update button. Confirmation message displays accordingly.

To Delete a Resource Group:

You have the option to delete only the group you created(Custom group) and not the in-built group(Default). Just click the Delete button under the Action column and proceed with your deletion.

IMPORTANT: Deleting a group does not delete the resources within the group; it only removes the group classification.

Pinning resources to a group is the process of manually assigning specific resources to a particular group. This ensures the resources remain in that group irrespective of any changes to group criteria or resource attributes.

You have an option to assign(pin) resources to a group ensuring the resources does not move to any other group with matching criteria.

Follow the steps to assign or pin resources to groups:

Step 1: From the Groups column, identify the resources that you want to pin to that group

Step 2: Click the checkbox to select the resource in the corresponding group

Step 3: Click the Pin icon on the top-right of the page. Hover over the icon to see the name. The Manage Pin window appears.

Step 4: From the Manage Pin window, select the Pin option and click the Add button. The confirmation message appears and the pin icon appears next to the Group Name.

[Optional] If you wish to unpin the resource from the group, just go ahead and select the Unpin option from the Manage Pin window.

Pre-requisite: Make sure you unpin the resources incase they’re pinned before you begin to move resources.

Step 1: From the Managed Resources page, select one or more resources and click the Move Resources icon on the top-right of the page. Hover over the icon to see the name. The Manage Reassign pop-up opens.

Step 2: From the Manage Reassign pop-up, choose the group to which you want to reassign the resource to from the drop-down and specify if you want to pin the resource to the group.

Step 3: Finally, click the Move button. If the resource is already pinned, then a message displays to intimate you on the same. Else, the resource successfully to the defined group displays.

You can add metadata to your resources using tags. Each tag consists of a user-defined key and value. Tags assist you in managing, identifying, organizing, searching, and filtering resources. You create tags to categorize resources based on criteria such as region, service type, publicly accessible resources, or any other relevant attributes.

• AWS generated(Default) tags — Tags that are automatically defined, created, and managed by AWS
• Saner-Default tags — Built-in Tags available within Saner Cloud and ready-to-use
• User-defined(Custom) tags — Tags that you need to define, create and apply manually to each service

Step 1: From the Managed Resources page, click the All Resources option from the sidebar menu. All the resources across the cloud displays in the list.

Step 2: Click the “Select all” button and choose all the resources.

Step 3: Click the Resource Tag icon on the top bar. Hover over the icon to see the name. The Manage Tags pop-up window opens.

Step 4: From the Managed Tags pop-up, provide a unique key for the tag with a value

Step 5: Click Create

Successful Completion of tag creation message displays with the count of resources.

Click the Tag icon under the Tags column corresponding to a resource and navigate to the Custom tab to see all tags.

Step 1: Click the Tag icon under the Tags column corresponding to a resource and navigate to the Custom tab

Step 2: Click the Edit icon for the tag you want to modify

Step 3: Make the necessary changes and click the Green tick mark

Step 4: Save your changes

Step 1: Select one or more resources from the list

Step 2: Click the Resource Tag icon on the top menu. The Manage Tag pop-up displays.

Step 3: In the Managed Tags pop-up, select the Delete Tag option

Step 4: Choose the custom tag you want to delete from the drop-down

Step 5: Click the Delete button. The successful deletion message displays.

In the Managed Resources page, key in the value of the custom tag in the Search box. Relevant results display in the list.

Navigate to the Managed Resources page in Cloud Security, from the resources list, click on the Tags icon corresponding to a resource and view the standard or default (in-built) tags in Saner Cloud.

By using the filter option, you can narrow down and track resources at a detailed level. In the Managed Resources page, click the Resources Tag button at the top of the list view. The Select Tags pop-up displays. Choose the criteria based on which you want to identify resources from the drop-down. Click the Green tick mark, followed by Apply button. All the resources associated to the specified tag criteria displays in the list.

You have an option to define as much criteria as you want by clicking the + symbol in the Select Tags popup.

Users have an option create tags up to a maximum of 200.

Custom Tag Filter is available for resources across all the Saner Cloud tools. For example, in CSAE, custom tag filter is available in the dashboard blocks that display resources. Similarly, in CSPM, custom tag filter is available in the All Resource Details page.