This document will show how I created an Organizational View (OV) and Organizational Groups (OG) in my 7.1 environment. Please note that the details of the SQL queries and overall structure of how we designed our OV and OG's may differ from you. I hope that this document will provide enough information for you to be able to implement your own OV hierarchy.
1. Create Organizational View
1.1. Click Manage | Organizational Views and Groups.
1.2. Right click Organizational Views and select New | Organizational View and call it Support Responsibility.
1.3. Right click on Support Responsibility OV and select New | Organizational Group (OG) and create your desired OG’s. Here are mine:
1. ATS Supported Assets
2. CSS Supported Assets
3. Non IS Supported Assets
4. Shared IS Supported Assets
5. Undefined Managed Assets
2. Define ATS Supported Group
2.1. Click Manage | Automation Policies.
2.2. On the Schedules tab click New policy.
2.3. Name the new policy ATS Supported OG and click OK.
2.3.1.Set the schedule to At date/time, set it for the next quarter hour, and set it to repeat every 15 minutes. (Note: We have it set this high because we have our security roles configured so as all actions they can perform are restricted to ONLY those assets in their respective OG. For example, the members of the 'Team A' security role are assigned to only see computers that are in the ATS Managed OG. So all their jobs, tasks, inventory, and reports are limited to only those computers.)
2.3.2.In the details section, set Data Source to Raw SQL query. ( Choose this f you want to use SQL to define the rules that will select the computers that will populate this OV. You can always choose one of the other options)
2.3.3.Click Save changes.
2.3.4.Click Edit query. (Click OK when it prompts you to leave this page)
2.3.5.Enter whatever SQL on theParametrized Query tab that fits your criteria. Here is mine:
SELECT DISTINCT vc.[guid]
FROM vComputer vc
JOIN vAsset va WITH (NOLOCK)
ON va._ResourceGuid = vc.Guid
WHERE vC.Domain IN('BMN','CBTLOCAL','DENTAL','ITC_CLASSROOMS','ITECH','ITRC','JCCC-CAMPUS')
AND vc.name NOT LIKE '[0-9][0-9][0-9][0-9]-%'
OR
(
vc.name LIKE 'COG%'
OR vc.name LIKE 'KC%'
)
OR
(
(vc.[system type] = 'Macintosh'AND vc.name LIKE 'atb13%')
OR(vc.[system type] = 'Macintosh'AND vc.name LIKE 'com%26%')
OR(vc.[system type] = 'Macintosh'AND vc.name LIKE 'lib%')
)
2.3.6.Click OK.
2.3.7.Under Conditions, leave the Evaluation Rule set toRun for non-empty data.
2.3.8.Under Actions, click Select a Job or Task…
2.3.9.Click Jobs and Tasks | System Jobs and Tasks | Notification Server | Automation Policy Tasks | Assign to Organizational Group Task.
2.3.10. Click OK.
2.3.11. Click Edit input parameter and select ATS Supported Assets for Custom Value of Organizational Group.
2.3.12. For Action, select Must at least contain.
2.3.13. Select Results as CSV for Resources and click OK.
2.3.14. Click Save Changes.
2.3.15. Click Test Automation Policy and review the results by viewing the members of the OV and seeing if they match the expectations based on the SQL query definition.
2.3.16. Turn on the Policy.
3. Define CSS Supported OG
3.1 Simply repeat the steps above but modify the name of the OV and the query respectively.
4. Define Non-IS Supported Organizational Group
4.1. Simply repeat the steps above but modify the name of the OV and the query respectively.
5. Define Shared IS Support Organizational Group
5.1. No Automation policy is needed for the Shared IS Supported Assets OG since it is manually modified by the respective Team Managers.
6. Define Undefined Managed Organizational Group
6.1. Click Manage | Automation Policies.
6.2. On the Schedules tab click New policy.
6.3. On the Schedules tab click on New policy.
6.4. Name the new policy Undefined Managed OG and click OK.
6.4.1.Set the schedule to At date/time and Time to the hour,and to repeat every 1 hour (since the members of this OG do not fall into one of the above OV's, it is not as important to have it updated as quickly as the other support OV's)
6.4.2.In the details section set the data source Raw SQL query. ( Choose this f you want to use SQL to define the rules that will select the computers that will populate this OV. You can always choose one of the other options).
6.4.3.Click Save changes.
6.4.4.Click Edit query. (Click OK when it prompts you to leave this page).
6.4.5.Enter whatever SQL on theParametrized Query tab that fits your criteria. Here is mine (which simply selects all computers that don't fall into one of the above OV's based on their guids):
SELECT DISTINCT vc.guid
FROMvComputer vc
WHEREvc.Guid NOT IN
(
SELECT ResourceGuid FROM ScopeMembership
WHERE ScopeCollectionGuid = 'ACF86CFE-6455-4DEC-9DDC-DFBEBF026790' --ATS Managed OV
OR ScopeCollectionGuid = '4D2C8121-A6D9-4354-A067-A6DC644649A8' -- CSS Managed OV
OR ScopeCollectionGuid = 'E16DA46E-8443-42F2-8B8D-849E050064D7' -- Non IS Managed OV
OR ScopeCollectionGuid = '6D6F6AED-D46E-4AAF-80CE-AB54BD353E50' -- Shared Managed OV
)
6.4.6.Click OK.
6.4.7.Leave the Evaluation Rule toRun for non-empty data.
6.4.8.Click Select a Job or Task…
6.4.9.Click onJobs and Tasks | System Jobs and Tasks | Notification Server | Automation Policy Tasks | Assign to Organizational Group Task.
6.4.10. Click OK.
6.4.11. Click Edit input parameter and select Undefined Managed Assets for Custom Value of Organizational Group.
6.4.12. For Action, select Must at least contain.
6.4.13. Select Results as CSV for Resources and click OK.
6.4.14. Click Save Changes.
6.4.15. Click Test Automation Policy and review the results by viewing the members of the OV and seeing if they match the expectations based on the SQL query definition.
6.4.16. Turn on the Policy.