Tags

How to create, manage, and assign tags and tag categories in VergeOS to organize and classify system objects such as VMs, tenants, and nodes.

Overview

The VergeOS tagging system is a flexible labeling engine that enables administrators to categorize system objects using customized tags. These tags, organized into user-defined categories, allow for efficient indexing, identification, and selection of assets during management activities.

Organizations can tailor tagging to meet their specific operational needs. Tag categories and individual tags may vary widely across environments.

Example Use Cases

• Tag virtual machines (VMs) by installed operating system
• Tag VMs by installed applications
• Tag VMs by environment (e.g., production vs. testing)
• Tag tenants by support level
• Tag tenants by time zone

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Categories

A category defines a class or type of tag. Administrators configure categories to specify:

• Which object types the tags can be assigned to
• Whether the category supports single or multiple tag selections per object

Example Categories

Category	Assignable To	Selection Type	Example Tags
Operating System	Virtual Machines	Single	Windows 11, Debian
Application	Virtual Machines	Multiple	SQL Server, Apache, Salesforce
Time Zone	Tenants, Tenant Nodes	Single	UTC-5, UTC+1, Asia/Tokyo

Administrators can create any number of categories to suit their organizational structure and workflows.

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Create a New Tag Category

1. Navigate to System > Tags.
2. Click New on the left menu.
3. Enter a descriptive Name for the category.
4. Optionally, add a Description.
5. Configure Single Tag Selection: If enabled, only one tag from this category can be assigned to an object. For example, you may want a VM to have only one "Operating System" tag.
6. Toggle Supported Types to enable tagging for specific object types.

All types are disabled by default. Click to toggle between disabled/enabled (enabled = button to the right).

1. Click Submit to save the category.

Create a New Tag

Tags must belong to an existing category.

1. Navigate to System > Tags.
2. Double-click the desired category from the list.
3. Click New on the left menu.
4. Enter a descriptive Name for the tag.
5. Optionally, add a Description.
6. Click Submit to save the tag.

Assigning Tags to Objects

Tags can be assigned from list views, object dashboards, or the system menu.

To assign tags from a list view:

1. Navigate to the object listing (e.g., Virtual Machines > List, NAS > Volumes, etc.)
2. Select the desired object(s).
3. Click Assign Tags on the left menu.
4. Select the desired tags from the available list.

Use the Search option to quickly locate tags in large sets.

1. Click Assign.

Viewing, Adding, or Deleting Tags from an Object

To administer tags from an object’s dashboard:

1. Navigate to the object dashboard (e.g. to select a particular VM: Virtual Machines > List, then double-click the VM).
2. Scroll to the Tags section.

Actions:

• Delete a tag: Click the “x” on the right next to the tag.
• Add a tag: Click the “+ Assign Tags” button.

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Best Practices

• Use descriptive names for both categories and tags to ensure clarity and consistency.
• Align tag structures with operational workflows and reporting needs.
• Review tag usage periodically to maintain relevance and avoid clutter.