How to Create a Custom Group (v5.4+)

Document created by Anson McCook Expert on Jul 14, 2016Last modified by Anson McCook Expert on Aug 18, 2016
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In this tutorial we'll cover how to create custom groups - both dynamic and static groups. Groups are helpful in Turbonomic for a few reasons:


If you are running a version prior to 5.4 you can follow steps to create groups here: How to Create Custom Groups (prior to v5.4)

Alternatively, please update to a supported version by following instructions here: How To Perform an Operations Manager "Offline Update" - Latest Links Included 



1) Go to the Policy Tab > Group Management


2) Select the green button to create a new group and give it a name.


3) You can then select the entity for you would like to create a group.

The available entities by which you can create groups are:

    • Virtual Machine
    • Physical Machine
    • Storage (Datastores)
    • Disk Arrays
    • Storage Controllers
    • Switch
    • Virtual Datacenter
    • Application
    • Application Servers
    • Databasess
    • Virtual Applications
    • Clusters
    • Storage Cluster

4) Once you've selected the entity, you can choose to create a dynamic group or a static group. A dynamic group always matches your criteria and will update in real-time as entities change in your environment. A static group allows you to pick and choose entities that you manually maintain. For a dynamic group, select “Group entities by criteria” and for a static group, select “Manually select entities to group”


Dynamic Group - Group Entities by Criteria

Select the type of entity you would like to group by and click "Add filter" to choose what criteria you would like to match by. You can add more than one criteria to match by click "Add filter" again.

In my example, I will make a Virtual Machine group and match by Name.



Search criteria varies by entity. All entities can be searched for "by name" - for some entities there are additional search criteria:


Virtual MachinesPhysical MachinesStorageVirtual Datacenter

by name

by nameby nameby name
by host nameby connected Storage/Networkby tagsby provider vDC name
by connection to storage/networkby number of hosted VMsby connection to VMsby tags

by hosted application

by datacenterby datacenter

by datacenter

by memory capacityby PM cluster

by VDC (and nested VDC)

by number of CPUs

by number of CPUs

by vendor name

by memory capacity

by CPU model

by guest OS

by model

by alternate name

by timezone
by cluster nameby cluster name
by Disk Array nameby tags
by tags



Use regex to create the string you would like to match.

In my example, I’m searching for all Virtual Machines that contain the string “sql”, so my regex is:  .*sql.*

This group will constantly be updated as changes are made to the environment – for example, new VMs that contain the string “sql” will automatically be added to the group



Static Group - Manually Select Entities to Group

Example of a Static Group matching SQL. You can add more than one criteria to match by click "Add filter" again. Manually select the entities (you can multi-select using the ctrl and shift keys) and drag-n-drop them into the “Custom group content” box.



5) From here, you can choose to add another filter and further narrow your search. Just click "Add filter" and choose additional criteria.

Once you're done, click "Apply Member Change".


Example of Multi-Criteria group. VMs with SQL in the name and located in a Lab cluster.


6) Your group is now visible in the My Groups folder. From the Inventory Tab you'll now be able to see all the related actions and performance data based on that group.

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