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This documentation relates to the latest released version of BMC Atrium Discovery (other versions).

Creating manual groups

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You can create manual groups from the following starting points:

Creating manual groups from a node view or search result page

To create a new group from a node view or search result page:

  1. Click the Groups icon to display the Groups menu.
    This screen illustrates the Groups menu.
  2. From the Groups menu, select the Show group labels in lists option.
    Although this step is not necessary, it makes the operations clearer in the user interface.
  3. Click away from the menu to close it.
  4. If you are on a search result page, select the nodes to add to the new group. You can use the select tools to help with this: (Select: All | None | Invert).
  5. Click the Actions button to display the Actions menu, and select the Manual Groups item.
  6. Enter the name of the new group in the field on the Groups page, as illustrated in the following screen.
    Double quotes (") cannot be used in a Group name.
  7. Click Create.
    The page is updated to show that the node or nodes have been added to the new group.

    Adding a subgroup to a group


    To add a subgroup to a group:

  8. Select the nodes to add to the new subgroup. You can use the select tools to help with this: (Select: All | None | Invert).
  9. Click the Actions button to display the Actions menu, and select the Manual Groups item.
  10. If the required parent group already exists, click the entry in the displayed list to enter its name in the Group field (or enter the name of the group manually). Once the name is entered, the non-matching groups are removed from the displayed list and the Subgroup entry field is enabled. If the parent group does not already exist, create it by entering a name in the Group field.
  11. Enter the name of the subgroup into the Subgroup entry field.
    This screen illustrates how to add a subgroup to a group on the Home Page.
  12. Click Create.

You can add an empty subgroup from the home page for the group.

Creating Manual Groups from a visualization

To create a new group from a visualization:

  1. Click the Groups icon to display the Groups menu.
  2. From the Groups menu, select the Show group labels in visualizations option.
    Although this step is not necessary, it makes the operations clearer in the user interface.
  3. Click away from the menu to close it.
  4. Select the nodes to add to the new group.
  5. Right-click one of the selected nodes and select Manual Groups from the menu.
  6. Enter the name of the new group in the field on the Groups page. Double quotes (") cannot be used in the Group name.
  7. Click Create.
    The visualization is refreshed, and the members of the group are highlighted with a tag showing the group name.
    "This screen illustrates a refreshed visualization

Adding a subgroup from a visualization

To add a subgroup from a visualization:

  1. Select the nodes to add to the new subgroup.
  2. Right-click one of the selected nodes and select Manual Groups from the menu.
  3. If the required parent group already exists, click the entry in the displayed list to enter its name in the Group field (or enter the name of the group manually). Once the name is entered, the non-matching groups are removed from the displayed list and the Subgroup entry field is enabled. If the parent group does not already exist, create it by entering a name in the Group field.
  4. Enter the name of the subgroup into the Subgroup entry field.
  5. Click Create.
    The visualization is refreshed, and the members of the subgroup are highlighted with a tag showing the subgroup name.
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