How to Create Multi-Criteria Groups (Version 5.3 and older)

Document created by thodoris77 Expert on Jul 1, 2015Last modified by anson.mccook on Jan 13, 2017
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This document only applies to Operation Manager versions 5.3 and older. Please see this post for details on creating multi-criteria groups in 5.4 and newer. How to Create a Custom Group (v5.4+)

 

 

In this guide we’ll review how to create dynamic groups that match more than one search criteria. In the product today, through the UI, it is only possible to match one set of criteria. But, by modifying a config file we can actually match multiple search criteria.

 

For example, it might be helpful to have a group of all Windows guests over 8GB of RAM or all SQL VMs located in DatacenterA.

 

In our example we will create a group that matches all Windows guests over 8GB of RAM.

 

The high-level instructions consist of:

 

  1. Create a dynamic group that matches the first set of criteria. In our example, the first group will match all Windows guests.
  2. Create a second group to match the second set of criteria. In our example, the second group will match all VMs with 8GB or more.
  3. Create a third group that is identical to your first group. This will be the group we modify to merge the first two sets of criteria together.
  4. Open up the group XML file and copy the matching criteria from your second group into the third group.

 

Rory_Divider.png

 

Creating Groups

 

1.     Go to the Policy Tab and select “Group Management”

2.     Create a group with the first criteria you want to match.

      1. Click the green button to create a new group.
      2. On the “Properties” tab, give the group a name. Example: Windows VMs
      3. Select the “Members” tab and define your group criteria. In this example, I’ve selected “Virtual Machines” as the entity and “by guest OS” as the criteria. (Guest OS name includes the characters “Win”)
      4. Click “Create Group”

 

 

You can verify the group entities by expanding the VM folder to see all Windows guests.

 

3.     Now, create a group with the second criteria you want to match.

      1. Click the green button to create a new group.
      2. On the “Properties” tab, give the group a name. Example: VMs with 8+ GB RAM
      3. Select the “Members” tab and define your group criteria. In this example, I’ve selected “Virtual Machines” as the entity and “by memory capacity” as the criteria. (greater than or equal to 8192)
      4. Click “Create Group”

 

 

You can verify the group entities by expanding the VM folder to see all VMs assigned 8GB or more.

 

4.      Repeat Step 2 and recreate your first group. Be sure to give it a new name that represents the combination of your criteria.
For our example, we’ll call it “Windows Guests with 8+ GB RAM”

 

 

 

Modifying the UserGroups.groups.topology XML file

 

1.      Now we’ll modify the XML file “UserGroups.groups.topology” from the directory:

 

/srv/tomcat/data/topology

 

In our example, we’ll use SCP to grab the file and modify in a text editor. (Alternatively, you can use the vi editor directly from the VMTurbo appliance console)

 

2.      Create a backup of “UserGroups.groups.topology”. We’ve created “UserGroups.groups.topology.bk” in the same directory.

 

3.      Now, open the “UserGroups.groups.topology” file in a text-editor.

 

4.      Locate your second group. In our example, we’re looking for an Abstraction:Group named “VMs with 8+ GB RAM”

 

5.     Select and copy the entire <matchingCriteria… …</matchingCriteria> section.

 

6.     Now locate your 3rd group. In our example, we’re looking for “Windows Guests with 8+ GB RAM”.


7.     Paste the matching criteria from your second group below the existing matching criteria in your third group.

 

 

 

Save UserGroups.groups.topology and replace your updated version back into the directory.

 

  /srv/tomcat/data/topology

 

8.     Open the console or putty session for the VMTurbo appliance and restart tomcat.

 

Default login:

Username:     root

Password:      vmturbo

 

 

Run command:

  service tomcat restart

 

 

 

Review the Multi-Criteria Group

 

9.     VMTurbo’s actions and data will temporarily disappear from the web GUI. The data will reappear after about 10-15 minutes.

 

10.      Navigate to the Inventory Tab > Groups > Expand “My Groups” and locate your third group. In our example, we’ll check out “Windows Guests with 8+ GB RAM”

 

11.      You’ll now see a group that is matching both of your criteria. In our example, we see that we have 4 Windows guests with 8GB or more.

 

 

 

These groups can be helpful for defining specific Action Policies, Building Custom Dashboards , or Custom Reports

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