Instance tagging is helpful for organization and instance selection - starting maintenance windows, running reports, or generating dashboards. Heartbeat tags can also be added to Agent and OnSight-based instances.
There are several ways to tag an instance:
During Agent installation – Using the Agent oneliner during installation, the tags parameter can be used to apply tags to an instance.
This is helpful when you want to pull reports or build dashboards based on checks with specific tags.
User dashboard tags
User and dashboard tags are used to restrict users from accessing certain dashboards. When creating a dashboard, use the Limit by tag access level. Dashboard access will be limited by which tags are set on this dashboard and tags set on a user. The tag filter uses OR logic when matching dashboard tags and user tags.
Tags added to a template will automatically be applied to instances that use the template. To add tags to a template, configure the template by performing the steps detailed in Configure a new or existing template.
Apply templates using tags
You can apply a template to multiple instances by using the Apply by Tag option from a template's details page. To do so, perform the following steps:
Go to the page of the template that you want to use and click the 3-dot menu > Apply by Tag.
A modal will open where you can select a Match Type and enter tags that you want to use.
Select a Match Type.
Match all tags – The template will be applied to instances that match ALL of the tags entered.
Match any tag – The template will be applied to instances that match at least one of the tags entered.
Enabling the option Continually add new metrics on data collection will enable this option for all of the instances where the template will be applied.
Select Apply Template.
Apply tags to network device ports
Tagging individual ports can provide a dynamic way to query or filter ports in a network device. For example, you can add the HTTP tag to all of the ports dedicated to HTTP to make the ports searchable from the Monitoring Config tab. When you use the tag (in this case, HTTP) to query the ports, only the ports tagged with HTTP will be listed. It's also convenient for limiting and grouping series in dashboards. To tag network device ports, see Tag a network device port.