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Version: OpCon (Cloud - Current)

Managing Tags

Tags are labels you assign to master jobs to group and identify related work across schedules. Use Tag Manager in Enterprise Manager to create tags, associate them with master jobs, rename them, and remove them.

Finding a Tag

To find a tag, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the Find button on the toolbar.
  3. Enter the tag name in the Select an Item field.
  4. Select OK.

Result: The tag is highlighted in the Selection list.

Adding a Tag

To add a tag and associate it with jobs, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the Add button on the toolbar. The Add New Tag dialog opens.
  3. Enter a name in the Enter Tag Name field.
  4. (Optional) Enter a schedule name in the Schedule Name field or a job name in the Job Name field under Job Filter Criteria to narrow results.
  5. Select Filter to load matching jobs in the Available Jobs list.
  6. Select the jobs to associate with the tag.
  7. Select Associate Jobs.

Result: The tag is created and the selected jobs are associated with it. Enterprise Manager prompts you to associate additional jobs with the same tag.

Renaming a Tag

Renaming a tag updates the tag name across all associated master schedules and jobs.

To rename a tag, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the tag in the Selection list.
  3. Update the name in the Name field.
  4. Select Save on the toolbar.

Result: The tag is renamed in all master schedules and jobs that reference it.

Deleting a Tag

Deleting a tag removes it from all associated master schedules and jobs.

To delete a tag, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the tag in the Selection list.
  3. Select Remove on the toolbar.
  4. Select Yes to confirm.

Result: The tag and all its job associations are permanently removed.

Editing a Master Job from Tag Manager

To edit a master job from Tag Manager, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the tag in the Selection list. The Master Schedules/Jobs using this Tag section displays associated jobs.
  3. (Optional) Enter text in the filter field to search by schedule name or job name.
  4. Select the job to edit.
  5. Select the Edit Master Job button. The Job Master screen opens.
  6. Edit the job as needed.
  7. Select Save on the Job Master toolbar.
  8. Select Close to close the Job Master screen.

Result: Changes to the master job are saved.

tip

You can also double-click a job in the list, or press Enter with a single job selected, to open the Job Master editor.

Associating Additional Jobs with a Tag

To associate additional master jobs with an existing tag, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the tag in the Selection list.
  3. Select the Associate Additional Jobs button. The Associate Master Jobs dialog opens.
  4. (Optional) Enter a schedule name in the Schedule Name field or a job name in the Job Name field to narrow results.
  5. Select Filter to load matching jobs in the Available Jobs list.
  6. Select the jobs to associate.
  7. Select Associate Jobs.
  8. Select Yes to associate more jobs with the same tag, or No to close the dialog.

Result: The selected jobs are associated with the tag.

Removing Job Associations from a Tag

To remove one or more job associations from a tag, complete the following steps:

  1. Select Tag Manager under the Management topic in the navigation pane.
  2. Select the tag in the Selection list.
  3. (Optional) Enter text in the filter field to locate specific jobs.
  4. Select one or more jobs in the Master Schedules/Jobs using this Tag list.
  5. Select the Remove Job Association(s) button.
  6. Select Yes to confirm.

Result: The selected jobs are disassociated from the tag. The tag itself is not deleted.

note

You can also right-click a job in the list and select Remove Job Association(s) from the context menu.