Create/Edit Resource Group

A Resource Group defines a collection of tasks, hosts, scripts, and keys and certs.

• To create a Resource Group:

1. On the RESOURCES > Groups and Permissions page, click the Create Resources Group button.
2. Specify a resource group Friendly Name.
3. (Optional) Add a resource group description.
4. Add members from each of the tabs as required; tasks, hosts, scripts, SSH keys, SSL certs, and PGP keys.
5. Click Add Resource Group.

   Optionally, you can now add a User Group to a Resource Group, or in the Add User Group dialog box click Cancel to deny access to the Resource Group by any User Group.

6. In the Add User Group dialog box, select the User Group Type (local or domain) from the drop-down list.
7. Enter the user group name in the Search Group name field or scroll through the list.
8. Select the user group or groups that you want to link to the resource group and click Done.

Note: User Groups are defined outside of MOVEit Automation as either Domain User Groups or Local Window Users Groups.

• To edit a Resource Group

1. Click the Resource Group more options icon and select Edit Resource Group.
2. In the Members section, select the tab for the member type and click +Add <member type>.
3. The Browse <member type> dialog box opens. Add or remove resources, as required. Click OK.
4. To save your changes, click Save.

Tip: Assigned members are resources explicitly added to the resource group.
Referenced members are resources that are associated with the task in the resource group. In each tab, referenced members that are associated with the tasks in the group are listed in dimmed font. For example, if a task has a source or destination that uses a specific host, the host is a referenced member. Referenced members provide read-only access to task elements.
To promote a referenced member to an assigned member, click .