Manage assignment rules

Here are the different ways you can manage assignment rules in in SAM Core on Snow Atlas.

For more information, see Organization assignment.

Create assignment rules

1. On the SAM Core menu, select Organization assignment.

2. Select Create rule.

3. Enter a Rule name for the assignment rule.

4. Select Add criteria.

5. Select Attribute, Function, and Value.

6. Repeat Step 4 and Step 5 for the criteria you want to add.

7. Select the organization node for this rule.

8. Select Save.

note

When you have created assignment rules, you must enable the rules you want to be applied, and then apply them so that the computers are assigned to the organization structure. For more information, see Apply assignment rules.

Edit assignment rules

You can only edit one rule at a time.

1. On the Organization assignment page, select the rule that you want to edit.

2. On the Actions menu, select Edit.

3. Make changes to the Rule name, Critera, or Organization structure.

4. Select Save.

note

When you have edited assignment rules, you must apply the rules so that the computers are assigned to the organization structure. For more information, see Apply assignment rules.

Delete assignment rules

1. On the Organization assignment page, select the rules that you want to delete.

2. On the Actions menu, select Delete.

3. Select Delete to confirm that you want to delete the selected rules.

When a rule is deleted, the computers are assigned to the root organization node. The next time the rule set is processed, one of the following occurs:

• If there is another assignment rule that matches the computers, the computers are assigned to that organization node.

• If no assignment rule matches the computers, the computers remain assigned to the root organization node.

Enable assignment rules

To apply assignment rules so that computers are assigned to the organization structure, you must first enable at least one rule. Only enabled assignment rules will be processed when you apply the rules.

1. On the Organization assignment page, select the rules that you want to enable.

2. On the Actions menu, select Enable.

3. Select Enable to confirm that you want to enable the selected assignment rules.

Disable assignment rules

Disabled rules will not be processed when you apply the rules.

1. On the Organization assignment page, select the rules that you want to disable.

2. On the Actions menu, select Disable.

3. Select Disable to confirm that you want to disable the selected assignment rules.

Apply assignment rules

To apply assignment rules so that computers are assigned to the organization structure, you must first enable at least one rule. Only enabled assignment rules will be processed when you apply the rules.

1. On the Organization assignment page, confirm that the rules that you want to apply are enabled and that the rules that you do not want to apply are disabled. If needed, enable or disable rules according to Enable assignment rules and Disable assignment rules.

2. Select Apply rules.

3. Select Apply to confirm that you want to apply the rules.

   The assignment rules process is started. Note that it will take some time to process the rules and assign the computers to the organization structure.

note

• The rules are applied automatically when computers in the organization structure change. That is, when a new computer is inventoried by the Data Update Job, or when the Data Update Job transfers new or updated data related to the assignment rules, for example, registry key, host name, or IP address.

• If you apply the assignment rules when all the rules are disabled, the computers will be assigned to the root organization node, which is the top level in the organization structure by default.