Managing Tags

Use Tags Management to manage all tags in the system from one central location without viewing the details of a specific asset.
This includes tags added in the following ways:

• From the assets page Actions menu, on selected assets, filter results, or query results.
  • Using the Tag action.
  • Using the Enforce action.
• Using an Enforcement Center action, such as Axonius - Add Tag to Assets to add tags to query results.

Only users assigned the Update system settings permission (default for admins) can manage tags.

Tags are supported for all asset types.

You can view and manage tags in two views:

• Table - Lists detailed information on all tags in the system.
• Hierarchical structure - A structure where related tags are grouped together.

Managing Tags From a Table

To manage tags from a table

1. From the top right corner of any page, click . The System Settings page opens.
2. In the Categories/Subcategories pane of the System Settings page, expand Data, and select Tags Management. The Tags table opens.

The Tags table shows all tags in the system that match the filter or search criteria, including all tags added to assets in their details page or by Enforcement Actions.

The following information is included for each tag in the table:

• Tag Name - The name of the tag.
• Asset Type - The asset type to which the tag applies.
• Affected Assets - The number of assets tagged with this tag. Click the number of Affected Assets to see a list of assets with their details.
• Tag Color - The selected color for the tag. A color can be selected from the color palette. Changes are global and will appear wherever the tag is used.
• Created On - The date and time that the tag was created.
• Last Updated - The date and time that the tag was last updated.

Refreshing the Table

To manually update the list, click Refresh

Filtering and Searching for Tags

Use the filter bar at the top of the page to select criteria to filter the Tags table. The table can be filtered by:

• Asset Type - The asset type to which the tag applies.

You can also search the table according to Tag Name and Asset Types by entering a search string in the Search field.
This list is updated as soon as filter criteria are selected or a search string is entered.

Click the column headers to sort the list.

Changing the Tag Color

From the Tags Management table, you can change the color of a tag. The tag's color changes on all assets where it is used.

To change the tag color

1. In the row of a tag, under Tag Color, select the down arrow adjacent to the color, and from the choice of colors that opens, click the new color.

Exporting the List of Tags to CSV

The list of tags can be exported to a CSV file. Only the currently listed items are exported.

To export the list of tags

1. Click Export CSV. The file is generated and downloaded to the local computer.

Renaming a Tag

You can rename a tag. The name change is global and appears wherever the tag is used. Only one tag can be renamed at a time.

To rename a tag

1. Select the checkbox next to one tag.
2. From the Actions menu, select Rename.
3. In the Rename Tag dialog, enter a new name for the tag.
4. Click Save Changes. To see the changes, you may need to click Refresh.

Deleting Tags

You can delete selected tags from the Tags Management table. When you do so, only the selected tags are removed permanently from all affected assets. The remaining tags are ungrouped, if relevant (i.e., if the deleted tag is a parent tag). Learn more about grouped tags in a hierarchical structure. This action may take some time to complete.

To delete a tag

1. Select the checkbox next to one or more tags.
2. From the Actions menu, select Delete. The following Delete Tags confirmation dialog opens.

4. Click Delete Tags. To see the changes, you may need to click Refresh.

Managing Tags From the Tag Hierarchy

Tag hierarchies are used to group related tags. In the Tag Hierarchy page, you can view groupings of tags and move tags from one group to another. You can also move one group of tags to another group of tags.
For example, you can have a first-level North America tag with several country tags under it, including USA (second-level). Under the USA tag, you can have state tags (third-level), including Virginia, Washington, Maryland, Florida, and more.

You can then search for assets with these tags and child tags using Queries.

To manage tags from the tag hierarchy

1. From the top right corner of any page, click . The System Settings page opens.
2. In the Categories/Subcategories pane of the System Settings page, expand Data, and select Tags Management. The Tags table opens.
3. Click the Tag Hierarchy icon

The Tag Hierarchy shows all tags and their relation to other tags in the system.
If a tag is grouped, the level of the tag is indicated.

The following information is included for each tag in the hierarchical structure:

• Tag Name - The name of the tag.
• Level - The level of the tag in the hierarchy.
• Asset Type - The asset type to which the tag applies.
• Actions menu - For grouped tags, includes the following actions: Rename, Move, Change color, Rename tag level, and Delete. For ungrouped tags, includes the same actions with the exception of Rename tag level.

Refreshing the Hierarchy View

To manually update the hierarchy view, click Refresh

Filtering and Searching for Tags

Use the filter bar at the top of the page to select criteria to filter the Tags hierarchy. The hierarchy can be filtered by:

• Asset Type - The asset type to which the tag applies.
• Hierarchy Level - The level of the tag in the hierarchy.

You can also search the hierarchical structure according to the Tag Name by entering a search string in the Search field.
This hierarchical structure is updated as soon as filter criteria are selected or a search string is entered.

Moving Tags

You can move tags of the same asset type by dragging and dropping or by using the Move command. You can move a tag to be a child of another tag or to be a lone tag without child tags. When you move a tag, its child tags move together with it.
You cannot move a tag to be a parent of another tag.
You cannot create hierarchies between asset types. For example, you cannot move tag2 (Users) below central part (Devices).

To move a tag using the Move action

1. Open the 3-dot Actions menu of the tag that you want to move, and click Move.
2. In the hierarchy that opens, click the tag under which you want to move the selected tag, and then click Move.

To move a tag to be a child of another tag using Drag and Drop

1. Click the tag to move and drag it to the parent tag until a purple rectangle encloses both tags. In the screen below, the central part tag is being dragged to below the manhattan tag.

2. Release the mouse to drop it in place. In the screen below, central part is now a child tag of manhattan.

To move a child tag to be a lone tag using Drag and Drop

1. Click the tag and drag it to overlap the purple line that appears below the parent tag. In the screen below, the manhattan tag is being dragged to a level on its own.

2. Release the mouse to drop it in place. In the screen below, manhattan is now a parent tag and was moved together with its child tag central part.

Renaming a Tag

You can rename a tag. The name change is global.

To rename a tag

1. Open the 3-dot Actions menu of the tag that you want to rename, and click Rename.
2. In the Rename Tag dialog that opens, type a new name for the tag and then click Save Changes. To see the changes, you may need to click Refresh.

Changing the Tag Color

You can change the color of a tag using Change color . The tag's color changes on all assets where it is used.

To change the tag color

1. Open the 3-dot Actions menu of the tag whose color you want to change, and click Change color.
2. In the Change color dialog that opens, click the Down arrow to open a selection of colors, and click the new color.

3. Click Save Changes. To see the changes, you may need to click Refresh.

Renaming the Level

You can rename the hierarchy level of a tag. This changes the level name throughout the system. For example, if you change the hierarchy level name from '1st level' to 'First level', all tags at the 1st level will now have the new level name 'First level'. This does not change the location of the tag in the hierarchy structure.

To rename the hierarchy level

1. Open the 3-dot Actions menu of the tag whose hierarchy level you want to rename, and click Rename tag level.
2. In the Rename hierarchy level dialog that opens, type the name of the new level.

3. Click Save Changes. To see the changes, you may need to click Refresh.

Deleting a Tag

You can delete a tag from the Tag Hierarchy. When you do so, the selected tag and all its child tags are removed permanently from all relevant assets. This action may take some time to complete.

To delete a tag

1. Open the 3-dot Actions menu of the tag that you want to delete, and click Delete.
   The following Delete Tags confirmation dialog opens.

4. Click Delete Tags. To see the changes, you may need to click Refresh.