Tag management and license allocation

Overview on tag management and license allocation

Users can create tags for departments, projects, and more, and then apply tags to products and namespaces. This enables users to filter spend and usage data by tag. Users can also allocate software licenses among department tags.


Create a tag

Prerequisites

  • get Admin role

Procedure

  1. On the main menu, click your account name, click Tag management, and then click Create tag.
  2. On the Tag type list, select an option:
    • department
    • project
    • location
    • environment
    • custom
  3. For the custom tag type, on the Tag name box, enter a name. For example, to tag products by manager, enter Manager. Note: Read-only values show for all other tag types.
  4. On the Tag value box, enter a value. For example, to make a tag for the engineering department, enter Engineering to describe a Department tag type.
  5. To add an additional description, on the Tag description box, enter a description.
  6. To create a tag, click Create tag.

Result

You created a tag.

Next steps

Add tags to products or namespaces.


Update a tag

Prerequisites

  • get Admin role

Procedure

  1. On the Tag management page, on the row of the tag, click the dots icon, and then click Edit.
  2. Update the tag, and then click Save.

Result

You updated the tag.


Delete a tag

Prerequisites

  • get Admin role

Procedure

  1. On the Tag management page, on the row of the tag, click the dots icon, and then click Delete.
  2. To delete the tag, click Delete.

Result

You deleted the tag.


Apply tags to products

Prerequisites

  • get Admin role

Procedure

  1. On the main menu, click Workspace, click Software, and then click the product tile.
  2. On the Overview tab, on the Product tags box, click Add tag (plus icon) and select a tag from the list or create a tag.

Result

You added a tag to the product.


Remove a tag from a product

Prerequisites

  • get Admin role

Procedure

  1. On the main menu, click Workspace, click Software, and then click the product tile.
  2. To remove a tag from a product, on the Product tags box, click the remove button (x icon) on the tag, and then click Remove.

Result

The tag no longer shows on the product.


Allocate licenses among department tags

Prerequisites

  • get Admin role

About this task

Note that this feature is not available for BYOL products.

Procedure

  1. On the main menu, click Workspace, click Software, and then click the product tile.
  2. On the Overview tab, click Edit allocations.
  3. Complete the fields, and then click Save.

Result

You allocated licenses among department tags.


Filter Dashboard data by tags

To learn more about viewing and filtering data, refer to the following: