Creating Tags With The Tag Builder; Excluding Systems From Automatic Tagging - McAfee EPOLICY ORCHESTRATOR 4.0.2 Product Manual

Organizing Systems for Management
Working with tags

Creating tags with the Tag Builder

Use this task to create a tag with the Tag Builder wizard. Tags can use criteria that's evaluated
against every system:
• Automatically at agent-server communication.
• When the Run Tag Criteria action is taken.
• Manually on selected systems, regardless of criteria, with the Apply Tag action.
Tags without criteria can only be applied manually to selected systems.
Task
For option definitions, click ? on the page displaying the options.
1 Go to Systems | System Tree | Tag Catalog, then click New Tag. The Description
page of the Tag Builder wizard appears.
2 Type a name and meaningful description, then click Next. The Criteria page appears.
3 Select and configure the desired criteria, then click Next. The Evaluation page appears.
NOTE: To apply the tag automatically, you must configure criteria for the tag.
4 Select whether systems are evaluated against the tag's criteria only when the Run Tag
Criteria action is taken, or also at each agent-server communication, then click Next. The
Preview page appears.
NOTE: These options are unavailable if criteria was not configured. When systems are
evaluated against a tag's criteria, the tag is applied to systems that match the criteria and
have not been excluded from the tag.
5 Verify the information on this page, then click Save.
NOTE: If the tag has criteria, this page displays the number of systems that will receive
this tag when evaluated against its criteria.
The tag is added to the list of tags on the Tag Catalog page.

Excluding systems from automatic tagging

Use this task to exclude systems from having specifc tags applied. Alternatively, you can use a
query to collect systems, then exclude the desired tags from those systems from the query
results.
Task
For option definitions, click ? on the page displaying the options.
1 Go to Systems | System Tree, then select the group that contains the systems.
2 Select the desired systems, then click Exclude Tag at the bottom of the page.
NOTE: If you don't see this button, click More Actions.
3 In the Action panel, select the desired tag to exclude from the selected systems from the
drop-down list, then click OK.
4 Verify the systems have been excluded from the tag:
a Go to Systems | Tag Catalog, then select the desired tag in the list of tags.
McAfee ePolicy Orchestrator 4.0.2 Product Guide 49