User Actions

About Asset Groups Based on Queries

The ability to create an Asset Group based on a query allows a user to apply an analysis to a dynamic group of assets for example, equipment, functional locations, RBI components, etc. When a user bases a new Asset Group on a query, the Asset Group is dynamic in that it is subject to change as assets change with respect to the parameters of the query.

Every time you access an Asset Group that is based on a query, the query is freshly run. For example, the day you create an Asset Group using a query, the query it is based on may populate it with 10 assets. If you were to access the same Asset Group a month later, the query would run afresh and may populate the Asset Group with more or fewer than 10, depending on the number of assets that will meet the parameters of the query the second time around.

The base query that you specify for an Asset Group must contain the following columns:
  • ENTY_KEY
  • ENTY_ID
  • FMLY_KEY
  • MI_SITE_KEY

When you apply an analysis to an Asset Group that is based on a query, the Asset Group is no longer dynamic. Instead, the assets returned by the base query at the time when you apply the analysis are the exact assets for which that analysis will always apply.

You cannot use an Asset Group that is based on a query as a filter in a module overview page or dashboard where asset filtering is available. You must convert the dynamic Asset Group to a static group to use it as a filter.

Create an Asset Group

Procedure

  1. Access the Assets page.
  2. In the left pane, select Group, and then select .
    The New Asset Group workspace appears.
  3. In the Group Name box, enter a name for the new asset group.
  4. In the Group Description box, enter a brief description for the group.
  5. To add a Parent to the Asset Group, above the Select a Parent box, select .
    The Asset Finder window appears.
  6. In the Asset Finder window, select the Asset with which you want to associate the group, and then select Done.
    Note: If you want to add a parent to the Asset Group, only child assets of the selected parent Asset can be added to the Asset Group.
    The number of assets marked to be added to the group appears.
  7. In the workspace heading, select Save.
    The group is saved, and appears in the Asset Group section.
    Note: Relationships are determined while creating an Asset Group during an associated module workflow.

Filter Assets

Procedure

  1. Access the Assets page.
  2. In the left pane, in the Hierarchy section, select .
    The Filter menu appears.
  3. Optionally, in the CATEGORY drop-down list box, select a taxonomy category.
  4. Optionally, in the CLASS drop-down list box, select a taxonomy class.
  5. Optionally, in the TYPE drop-down list box, select a taxonomy type.
  6. Select Apply.
    The hierarchy is filtered according to your selection.

Search for an Asset

Before You Begin

If you want to search for an asset in the filtered assets list, apply the filter before you search for an asset.

Procedure

  1. Access the Assets page.
  2. In the left pane, select Hierarchy, select , and then, in the text box, enter at least two characters. For more information, refer to the Search section of the documentation.
    The search results appear in a list in the left pane.

Create a Static Asset Group from an Asset Group Based on a Query

Before You Begin

Before you can create a static Asset Group from an Asset Group based on a query, the system must contain an Asset Group that is based on a query.

Procedure

  1. Access the Assets page.
  2. In the left pane, select Group, and then select the group that you want to copy.

    The properties for the selected group appear in the <Group Name> workspace, where <Group Name> is the name of the group.

  3. Select Save As a Static Group.

    The Save Asset Group dialog appears.

  4. Select OK

    The asset group copy is created, and assets are added to the group according to the current results of the base query.

    Note: Depending on the number of assets in the group and the number of pending static asset group creation requests in the queue, it may take some time for the asset group copy to appear.
  5. In the left pane, select the newly created group to view it in the <Group Name> workspace.

What To Do Next

Modify an Asset Group

Procedure

  1. Access the Assets page.
  2. In the left pane, select Group, and then select the group that you want to modify.
    The selected group's properties appear in the <Group Name> workspace, where <Group Name> is the name of the group.
  3. Modify the properties as needed.
  4. Select Save.
    The changes are saved.