Managing Smart Groups

You can filter the endpoint list by the values of any column or columns (including Tags). You can then save the filter as a smart group for later use. Smart groups are also used to define user endpoint scope, and for policy configuration.

To filter the endpoint list and save as a smart group:

1. Hover over the column heading and click the arrow on its right:

   

2. Depending on the column, type a search term or select values, and click OK:

   

   

   The search term can include a regular expression sequence such as a partial IP address.  CIDR  notation searching is not available (for example: 192.168.0.0/16).

3. To cancel the filter, empty the search box and click OK.

    

   To go back to viewing all available endpoints, click Filters > Clear Filters.

4. To create a smart group from the current filter or filters:
   1. Click Manage Smart Groups > Create smart group from current filter:

      

   2. Type a name for the group, and click Add:

      

To subsequently apply an existing smart group, click Manage Smart Groups and select the smart group:

You can Rename or Remove existing smart groups: