From Chaos to Order: Tags, Filters and Searches

  • Posted on: 2 March 2015
  • By: David La Motta


Tags are your friend.  Folders are not.  Especially when you want to make a single "thing" belong to multiple categories.  In this post we are going to learn how to use tags in Integra and put them to good use for organizing actions.  With tags in tow, we will leverage them to filter specific actions, and also use them for searching.  You will see how powerful tagging is in Integra.

The more you use Integra, the more actions you are likely to accumulate.  Big enterprise IT shops are likely to have hundreds, even thousands of actions.  In my example below, I used a quick Groovy script to generate 1000 SSH actions.  While these actions don't serve any true purpose in life, they will help us illustrate the point that without tags things can get messy--and quick.



WOOT?  There is no discerning one action from the next, and more importantly there is nothing that allows us to distinguish actions that belong together.  Fortunately, Integra has the notion of tags, which have been available since the 1.0.0 release.  You can learn more about tags in the Integra User Guide.

Clicking on the tag button will display a text field where you can add arbitrary tags.  Use text that is meaningful for grouping different kinds of actions.



In this example, we will create 5 different tags and use them on all actions, thus grouping them by function.  Simply click on the green plus sign on the tag window, enter the name and hit the Return key.  That effectively saves your new tag and is ready to be used.



To actually tag an action, highlight the action, click the tag button and select as many tags as you like by checking the checkbox next to the tag name.  I have tagged all of my actions with a combination of the 5 tags we created above.



Now, much better; we have actions that are grouped together by category.  We can now tap into the filtering abilities of Integra and put those tags to good use.  Click on the filter button next to the Search field and you will see all the tags that were previously created.  Check any of the checkboxes and you will see the filter in action.  In the example below, we clicked on 'cloud'.  As we'd expect, only those actions tagged with 'cloud' are now displayed.



We can go one step further and perform a search only on those actions that are affected by the filter.  Lets try typing in 'EEbr' in the Search field and hitting the Return key.  The results can be seen below.



Conclusion

In this short post we saw how to take advantage of Integra's tagging mechanism.  Via tags you can organize your actions into logical groups; tags can also be applied to more than one action.  Once actions are tagged, Integra allows you to filter by one or more tags.  To top it off, you may perform searches on actions that have filters applied to them, thus giving you tremendous flexibility on how actions are displayed and categorized in Integra.

Until next time.  Happy tagging!

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