Populating groups

The group builder supports several methods of adding members to groups.

Procedure

  1. Click the add icon to create a new group or select a group from the Group Builder table and click the edit icon to edit an existing group.
  2. Select the Members tab of the Create new group or Edit group dialog.
  3. Populate the group using one of the following methods:
    • Use the add icon to manually define group members.
    • Use the Import menu to add group members using one of the following methods:
      • From CSV
      • From group
      • From external datasource
      • From query
      • From LDAP
      Restriction: The following restrictions apply when importing group members using Members tab > Import > From query or Import > From external datasource:
      • When using Run Once Now, the maximum number of imported members is 5,000 rows. This is not configurable.
      • When using a schedule, the maximum number of imported members is 20,000 rows by default. You can configure this limit with the CLI command show/store populate_from_query_maxrecs. For more information, see Configuration and Control CLI Commands.
      Tip: Once configured, import actions that can be scheduled appear as tabs on the Create new group or Edit group dialog. One-time actions such as Import from CSV cannot be scheduled and do not introduce a new tab to the dialog.
    • Some group types also support advanced methods for populating groups, including the following:
      • Using stored procedure analysis on datasources
      • Using database dependencies
      • Using reverse dependencies
      • Using observed procedures
      • Generating selected objects
      Important: With the group builder, advanced import actions are invoked on a target group that is populated based on the results of analysis performed on a user-selected input group. This represents a change in behavior from the legacy group builder (pre-v10.1.4), where advanced actions were invoked on a source group containing the input to be analyzed, with the results of the analysis being imported into a user-selected group.