Managing tags

Tags help you organize and easily identify product resources. They allow you to attach a recognizable flag to certain objects, thus grouping together resources that pertain to a certain process.

Tags are stored by Orchestrator and the Resource Catalog Service, and consist of labels and/or key-value pairs applied to your objects. For example, you can apply the label SAP and the key-value pair Department: Finance to all the objects involved in SAP automation in the Finance department of your company.

Note: Tag operations performed at the platform administration level, such as creating, editing, or deleting a tag, are not currently audited.

Creating tags

There are two types of tags that you can create: labels and properties (key-value pairs).

1. Go to Admin and select the desired tenant from the left pane.
2. Click Tags. The Labels and Properties (key-value pairs) options are displayed.

Labels

The Labels page displays a list of all labels created for that tenant, along with a description and the number of objects it is attached to.From this page, you can also create a new label, by clicking Add label and setting a name and a description.

Properties (Key-value pairs)

The Properties (Key-value pairs) page displays a list of all keys and values created for that tenant, along with a description and the number of objects each pair is attached to.

From this page, you can also create a new property, by clicking Add property and configuring these options:

• Key name
• Description
• Value data type - this can no longer be changed once the property is created. The available options are:
  • String

    This can include digits and symbols. The <, >, %, &, , /, ?, : characters are not allowed.

  • Number

    Only digits (0 - 9) and the minus character (-) are allowed for integer values.

  • Boolean (True/False)

    This data type cannot be modified.

  • Custom (Regex)

    The Regex rule field is displayed, allowing you to add the desired string.

    The rule you add in this field is also displayed in the Add new value(s) window, as a read-only reference.

• Values - use Add values to insert new values in the list.

Creating tags in Orchestrator

Tags can also be created from Orchestrator, at the object level. However, properties (key-value pairs) can only be generated as strings in this context.All tags created in Orchestrator are included in the appropriate lists in the Admin Tags menu.

Viewing tagged objects

Note: This option is only available for labels.

To see the objects that a label is attached to, you can click List tagged objects in its contextual menu. The menu item is suffixed by the total number of objects tagged with this label, and clicking it directs you to the list of Orchestrator items in the Orchestrator tenant search window.

Notes:

• Tagged packages are counted towards the total number of tagged objects displayed in the Automation Cloud Tags page, but they are not displayed in the Orchestrator tenant search window. To see them, you need to access the Orchestrator Packages page and filter the list manually.
• Tagged Action Center objects are not included in this list.

Editing tags

When you edit a tag, the changes are propagated to all objects associated to it.

Labels

You can edit the names and descriptions of labels by clicking Edit in the contextual menu of the desired label.If the new name you select for your label is the same as that of an existing label, an error message is displayed under the field.

Properties (Key-value pairs)

You can edit the following by clicking the appropriate option in the contextual menu of the desired property:

• Key details - the name and description of the property.

  If you edit the name of a property, and the new name is the same as that of an existing property, an error message is displayed under the field.

• Values - you can delete existing property values or add new ones.

Deleting tags

Both labels and properties can be deleted from their respective contextual menu.

If they are already in use, a warning message is displayed, informing you of how many objects will be affected if the tag is removed. You can choose to cancel or proceed with the deletion.

You can also delete individual values of a property without removing the property in its entirety. This is done from the value editing window. If the value you are trying to delete is already in use, you are warned that its associated objects will be affected, and you can choose to cancel or proceed with the deletion.

Roles and permissions

To use this feature, you need to be an organization administrator. All other roles have the Tags menu greyed out.The individual actions that you can perform on tags are further controlled by the View, Edit, Create, and Delete permissions for Tags.