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Target Audience:

CAST AI Administrators

Summary: This page provides instructions for configuring tags and categories for filtering data in the Health Dashboard.

When your Health Dashboard contains multiple Applications, It is possible to "group" these Applications using Categories and Tags. These Categories and Tags can then be used to "filter" your dashboard display - i.e. you can choose to only see results from Applications that have certain Tags and Categories assigned to them. Tags and Categories work best in situations where you have multiple Applications consolidated in your dashboard and you want to filter them using your own terms.

Automatic assignment

By default, CAST will automatically assign the Category "Technologies" and the technology "Tags" to your Applications. In other words (and for example), Applications containing Cobol source code will be tagged with "Cobol" in the "Technologies" Category. You can see this in action here:


You can extend this automatic tagging system as described below enabling you to filter your data more easily.

Manual assignment

If you have multiple Applications and need to filter the data they contain more easily then you can do so manually.

Categories/Sub-categories/tags

You can define Categories, Sub-categories and Tags - take the following example:

In other words, you can define:

Note that the above configuration can be created by using the Get an example button in the Edit tab (see below).

Editing your configuration

To edit your own Categories/Sub-categories/Tags, you first need to load a special "static" page in the Health Dashboard:

http://<server>:<port>/CAST-Health/static/tags.html

Each section in the page must be used in the specified order as described below:

1) Login

2) Select a domain

3) Set categories and tags

This section governs the creation of your Categories/Sub-Categories and Tags. There are two methods you can use to create the Categories and Tags:

The examples below show both methods.

Example 1 - Adding a simple category and tag

If you want to create a simple Category > Tag relationship, then you can do so as follows. We will create a Country Category and two Tags (UK and France):

Tree-view

CSV

Example 2 - Adding a category, sub category and tag

If you want to create a Category > Sub-category > Tag relationship, then you can do so as follows. We will create a Region Category, two Sub-categories (North America and Europe) and two Tags (US and France):

Tree-view

CSV

Create the Category and Sub-categories

Create the Tags


4) Assign tags to applications

This section enables you to assign your Tags to your Applications, thereby making an Application belong to a certain Category.

Example 1 - Adding a simple category and tag

Example 2 - Adding a category, sub category and tag

Tips

General

AppMarq example

When using the CSV editing facility, it is possible to get an example Tag and Category configuration, based on the exact configuration used in CAST's AppMarq benchmarking facilty:

This button will open a popup as follows:

You can use example to help create your own tag and category configuration.

Categories and Sub-categories

Using Excel

You can use Excel to help define your Categories/Sub-categories/Tags. This is particularly useful if you have created a large number of Categories/Sub-categories/Tags and you have multiple Applications: