Using tags and groups

Tags are a way of classifying devices enrolled in SMART Remote Management. For example, you could use tags to identify:

• Which devices are SMART Board interactive displays, which are computers, and which are mobile devices

• Where devices are located

• The intended purposes of the devices

• The department, team, or group that uses the devices

Assigning tags to devices is a prerequisite for creating groups. You can also use tags, along with groups, to filter devices in the Devices view.

You can also assign tags to SMART Remote Management users to control which devices and other users those users can access in SMART Remote Management.

Example 

The user jperez@smarttechnologies is assigned the tag “1st Floor SMART Board” so can access only devices and users also assigned the tag “1st Floor SMART Board”:

If you assign more than one tag to a user, the user can access only devices and users with the matching set of tags.

Example 

The user jperez@smarttechnologies is assigned the tags “1st Floor SMART Board” and “Science Lab SMART Board” so can access only devices and users assigned both of these tags:

Typically, you assign tags to devices when you first enroll those devices in SMART Remote Management. After enrolling devices, you can also assign tags to them in the Devices view.

To add tags to a single device

1. Click Devices to open the Devices view.

2. Click the row of the device to which you want to add a tag.

   The device’s dashboard window appears.

3. Click Manage, and then click Tags.

   The Tags window appears.

4. For each tag you want to add to the device, type a name for the tag in the Add tag, then press enter box and press ENTER.

   

5. Click Confirm.

   You’ll see the tags added for the device in the Tags column.

   

To assign tags to multiple devices

1. Click Devices to open the Devices view.

2. Select the devices’ check boxes.

3. Click More actions and select Tags.

   The Tags window appears.

4. For each tag you want to add to the devices, type the name for the tag in the Add tag, then press enter box and press ENTER.

5. Click Confirm.

Groups are a way of organizing devices enrolled in SMART Remote Management. By default, all enrolled devices are included in the All group, and any new devices you enroll are included in the New Devices group.

You can create additional groups using tags.

Example 

If you create a group called “SMART Board” and assign it the tags “1st Floor SMART Board” and “2nd Floor SMART Board,” the group will contain all devices with those tags:

The relationship between tags and groups is many-to-many: You can assign multiple tags to a single group and a single tag to multiple groups. This allows you to create groups that are as simple or as complex as your organization needs.

Most of the commands you can run for a single device or multiple devices you can also run for a group. In addition, you can make commands persistent: if you assign a new device to a group in the future (by adding one of the group’s tags to the device), any persistent commands for that group run on the device automatically.

You can create, edit, and delete groups from the Devices view. When you create a group, you assign it at least one tag and, optionally, one or more installation packages. SMART Remote Management automatically deploys a group’s installation packages to any devices you add to the group (by adding one of the group’s tags to the device).

To create a group

1. Click Devices to open the Devices view.

2. Click Groups to open the Groups panel.

3. Click Add new group.

   The Create new group window appears.

4. Type a name and description in the Group name and Group description boxes.

5. Click Tags.

6. For each tag you want to add to the device, type the name for the tag in the Add tag, then press enter box and press ENTER.

   Note 

   You must assign at least one tag to the group.

7. OptionalClick Packages, click Add Packages, select the installation packages you want to assign to the group, and click Update.

   SeeInstalling apps

   Notes 

   • Installation packages you assign to the group are persistent: if you assign a new device to the group in the future, SMART Remote Management deploys the installation packages to the device automatically.

   • SMART Board interactive displays with iQ support persistent installation packages.

   • Other devices require version 11.5.1.1 or later of the Viso MDM agent to support persistent installation packages.

8. Click Confirm.

   Tip 

   To edit or delete an existing group, click Actions in the group’s row and select Edit or Delete. (You can’t delete the All or New Devices groups.)

To filter devices using groups

1. Click Devices to open the Devices view.

2. Click Groups to open the Groups panel.

3. Select the group you want to use.

   The devices that meet the group’s criteria appear in the Devices view.

To run commands on all devices in a group

1. Click Devices to open the Devices view.

2. Click Groups to open the Groups panel.

3. Click Actions next to a group and select the command you want to run on the devices in the group.

   Tip 

   You can pin a frequently used command to the top of the menu by hovering over it and clicking Pin to favorites.