5.3 Organize Endpoints in Groups

Adding a group to the My Groups folder allows you to organize endpoints according to your preferred criteria. You can nest your customized groups such that you have groups within groups.

The entire set of endpoint groups is called a forest. Each top-level node, such as the My Groups folder, is called a tree. The following rules apply to endpoint groupings:

  • An endpoint can belong to many trees, but can be a member of only one group in any given tree

  • A group can contain endpoints and other groups

  • You can move or remove endpoints in a group at any time

  • You can add endpoints to groups and transfer endpoints from one group to another within My Groups

  • To place an endpoint in groups in other trees, you can copy the endpoint to the additional groups.

5.3.1 Create a New Group

When you copy or move an endpoint, you have the option to create a new group under My Groups. To create your first custom group, you can select perform one of the following actions:

  • Select Groups, then click +.

  • Copy an endpoint from one of the built-in managed groups, such as Windows or UNIX

5.3.2 Place Endpoints in a Group

The Copy option allows you to add endpoints to a custom group under My Groups.

  1. Select the endpoint(s) that you want to place in a custom group.

    If My Groups does not contain any custom groups, you must select an endpoint from one of the built-in groups, such as Windows or UNIX.

  2. Click ... > Copy.

    When you copy an endpoint to a group, the target group must be in a different tree than the current group. For example, the endpoint is currently in My Groups > Finance > New York. You can copy the endpoint to any branch within My Groups except to Finance > [child groups].

  3. (Conditional) To place the endpoint(s) in an existing group, select the group.

  4. (Conditional) To place the endpoints in a new group, complete the following steps:

    1. Select the location within My Groups where you want to place the new group.

    2. Click Create New Group.

    3. Specify the name of the new group.

  5. Select Copy or Create new group & copy.

    The button text depends on whether you created a new group for the endpoint(s).

5.3.3 Move Endpoints to a Different Group

The Move option allows you to transfer endpoints from one custom group under My Groups to another.

  1. Expand the group containing the endpoints that you want to transfer to a different group.

  2. Click ... > Move.

  3. (Conditional) To transfer the endpoint(s) to an existing group, select the group.

  4. (Conditional) To transfer the endpoints to a new group, complete the following steps:

    1. Select the location within My Groups where you want to place the new group.

    2. Click Create New Group.

    3. Specify the name of the new group.

  5. Select Move or Create new group & move.

    The button text depends on whether you created a new group for the endpoint(s).

5.3.4 Edit Groups

  1. Under My Groups, select the group that you want to modify.

  2. Click ... > Edit.

  3. Edit the group properties

5.3.5 Delete Groups

  1. Under My Groups, select the group that you want to remove.

  2. Click ... > Delete.