Creating, renaming, and deleting tags for global configurations and components

Tags are strings without spaces or commas and are project-area specific. Define tags so that team members easily find and organize global configurations and components in the Global Configuration Management application. Delete and rename tags as needed by your project.

Before you begin

You must be assigned the Tag Manager role or have the permission in the Tags permission group to create, delete, or rename tags.

About this task

  • Tags are strings without spaces or commas and are project-area specific. You can nest tags to represent a hierarchy, such as country/state/city. The forward slash (/) separates tag levels: An item that has a tag named country, which has a nested tag named state, which in turn has a nested tag named cityTag named country, which has a nested tag named state, which in turn has a nested tag named city
  • When you delete a tag, it and any nested tags are deleted and you can no longer use them. You can re-create a deleted tag again if you need it.

    Continuing with the example:

    On the Browse Components and Browse Configurations pages, in the Tags section, when you delete the state tag, the country/state and country/state/city tags are removed from items and deleted. You can still use the country tag.

  • Tags do not span project areas. Queries for tags show only the configurations from the same project area as the query. If a configuration lead defines the same tag in multiple project areas and you must rename or delete a tag to suit your project needs, you must query configurations in each project area for the tag.
  • Important: Avoid adding classified or sensitive data such as customer names and proprietary information to tags. If you must scrub the Global Configuration Management data later, tags are removed from the artifacts you scrub, but the tags are not permanently deleted from the repository. See Deleting sensitive data.
  • Tags do not organize components or configurations into a physical hierarchy; they simply help you to view them in logical groups.

Procedure

  1. In the Global Configuration Management application, open a project area.
  2. Depending on your role or permissions, create, rename, and delete tags in the following ways.
    • Tag managers or team members with Tags permissions can create, rename, and delete tags only in the Tags section on the Browse Components and Browse Configurations pages.
    • Team members with Tags permissions and permission to modify components or configurations can manage tags in the following ways:
      1. On the banner, click Global Configurations or Components and select Browse item_type.
      2. On the Browse item_type page:
        • To rename a tag, right-click it in the Tags section, choose Rename Tag, and follow any prompts that you see.
        • To add or remove tags, select one or more items from the list and choose Actions > Tags. In the Tags dialog box, add or remove tags and click OK.
      3. On the Browse item_type page, click an item name. On the Attributes tab, click Edit. In the Tags field, add or remove tags and click Save.

      You can rename tags only the Tags

Results

On the Browse item_type page, the tag is listed in the Tags section. Team members can tag items to group them. For details, see Adding tags, attributes, and links to a global configuration or component.