Adding/Editing Groups


To add a group to OptiTune, click on the “Computers and Groups” tab, select “Groups”, and click “Add”.  To edit a group, select the group and click “Edit” instead.

Fill in the following information about the group, and click “Save Changes”:

Name

Enter the name of the group.  It must be unique for all groups.

Notes

Enter any notes you wish to keep about the group.

Priority

Enter the priority for the group, a number from 0-1000.

If a computer belongs to multiple groups, and the groups have conflicting settings (e.g. group A has “Check for updates” set to TRUE and priority 10, and group B has “Check for updates” set to FALSE and priority 20), the group with the higher priority number will win (e.g. group B would win since its priority number is higher than group A’s priority number), and the settings from the winning group will be applied to the computer (e.g. “Check for updates” would be set to FALSE, group B’s setting).  If two groups have the same priority number, then the group whose sorted name comes first will win, and group names must be unique.

Parent Group

Select the parent group, if any for the group you are going to create.  If you select a parent group, then this group’s members will always be a subset of the parent group’s members.  That is, this group will always be contained by the parent group.  If you manually add a computer to this group, and it doesn’t already belong to the parent, it will be added to the parent group, and its ancestors. 

Membership Rules

You can also optionally define membership rules for the group, to automatically add members when they meet certain criteria.  If a parent group is defined, these rules will use the parent group’s members as a basis for determining the members of this group.  Otherwise, all computers in your organization will be inspected to see if they meet the rules you define, and the matching computers will automatically be added to the group.

 

Group Membership Rules

You can add the following types of rules for automatically assigning computers to a group. 

Pattern matching

Note that for pattern matching rules (e.g. Domain Name Matches), the following apply:

·         If a pattern contains *, this character matches zero or more characters of any type.

·         If a pattern contains $, this character matches zero or more characters, except for backslash ‘\’.

·         If a pattern contains ^, this character escapes the next character, if it is a *, $, or ^.  A ^ character by itself is invalid, it must precede one of the 3 special pattern characters, *, $ or ^.

For pattern matching rules, enter in text which may include the above 3 pattern matching characters, in which case computers with a literal value that matches the pattern entered will be assigned to the group.  For example, if you enter in “Microsoft Office*” as the pattern for a “Application Name Matches” rule, then computers with “Microsoft Office 2010”, “Microsoft Office 2003”, or “Microsoft Office 2016” installed would all match this pattern, and would be assigned to the group.

ClientID Is

Match computers with a client id that equals the text entered.  The client id is case insensitive.  Note that the ClientID of a computer is typically specified by the administrator when installing the OptiTune agent on a computer.  See agent installers for more details.

ClientID Starts With

Match computers with a client id that begins with the text entered.  The comparison is case insensitive.

ClientID Matches

Match computers with a client id that matches the text pattern entered (see pattern matching above).

Computer Type Is

Match computers of the given type, either Desktop, Laptop, or Server.

Windows Install Date

Match computers according to the date the operating system was installed.  Select either “Before” or “After”, and enter a date.  For example, if you select “Before” and “1/30/2015”, it will select all computers whose operating system was installed before 1/30/2015.

Total Physical Memory

Match computers according to their total installed physical memory.  Select either “Below” or “Above”, and enter the amount of memory, in megabytes (MB).

Domain Matches

Match computers with a domain name that matches the text pattern entered.

Computer Name Matches

Match computers with a computer name that matches the text pattern entered.

System Manufacturer Matches

Match computers with a system manufacturer name that matches the text pattern entered.

System Model Matches

Match computers with a system model name that matches the text pattern entered.

Motherboard Matches

Match computers with a motherboard model name that matches the text pattern entered.

Processor Model Matches

Match computers with a processor model name that matches the text pattern entered.

Hard Drive Model Matches

Match computers with a hard drive model name that matches the text pattern entered.

Video Card Model Matches

Match computers with a video card model name that matches the text pattern entered.

Application Name Matches

Match computers with installed applications whose display names matche the text pattern entered.

Malware Protection Name Matches

Match computers with installed anti malware software that matches the text pattern entered.

Malware Protection State Is

Match computers with the given malware protection state.  Select one of “Unknown”, “Enabled”, or “Disabled”.

Malware Protection Threat Exists

Match computers that have detected malware, with a specific status.  The status can be one of the following values:

·         None – the state of the threat is unknown

·         Error – there was an error removing the threat

·         Detected – the threat was detected, but not yet handled

·         Suspended – the threat was neutralized, but still exists on the system

·         Quarantined – the threat was quarantined, but not completely removed

·         Removed – the threat was successfully removed

·         Dismissed – the threat may still be present, but was marked as “handled” by an OptiTune administrator

OS Version

Match computers with the selected operating systems, including architecture, and minimum service pack level.

 

Current Members

When editing a group, you will also see a “Current Members” section at the bottom of the screen.  Here you can see the results of changing the automatic membership rules above.  You can also manually add a computer to the group by clicking on the “Add” button.  If the computer is not a member of the parent group, it will also be added to the parent, and all ancestors of the parent group as needed.

Note that with group membership, some members may be “static”, that is manually added by an administrator.  Others may be “dynamic” – added by a membership rule for the group.  As attributes of the computer change, it may join or leave the group if it is a dynamic member.  For example, if you have a membership rule “Malware Protection State is Disabled”, a computer will join or leave the group depending on the state of its malware protection.

Columns

The following information is displayed for members of the group:

Name

The name of the computer

Domain

The name of the domain to which the computer is joined

Type

The type of computer – for example laptop, desktop, or server.

Operating System

The name of the operating system installed on the computer

Last Report

The date and time at which the computer last reported its status to OptiTune.

Membership Type

The type of group membership – either “Static” or “Dynamic”.  Static members are those which have been manually added to the group by an administrator.  Dynamic members are those which have been added to the group through dynamic membership rules defined for the group.  If you manually add a member to the group which is already a dynamic member, it will become a “Static” member, and won’t be removed unless you manually remove it from the group.

 

Actions

Add

To add a static member to the group, click on the “Add” button.  This will take you to the computers page, where you can select computers using their checkboxes, and select a group name from the drop down list, and click on “Add to Group” to add new static members to the group.

Remove

To remove a static member from the group, select the computer’s checkbox, and click on the “Remove” button.  Only static members can be removed in this manner.  To remove dynamic members, you must adjust the membership rules above.