Onboarding - Adding Sensors: Groups & Hierarchies - 3 | User Experience Insight Help Center

Creating and Managing Groups

Groups are fundamental to how you configure sensors and agents. There are many ways to group sensors and agents; however, most users organize their groups by region/location, business segment/organization, or both. You can create a hierarchical structure up to 10 levels deep for organizing your sensors and agents.

Setting up groups can be beneficial when using filters to drill down into specific sensors or agents, applying read-only access to users, or creating reports.

Example hierarchy levels might include:

Level 1: Regions (e.g., North America, Europe)
Level 2: Countries (e.g., USA, Canada)
Level 3: Cities or specific locations (e.g., New York, Toronto)
Level 4: Campuses within the cities
Level 5: Buildings within the campus
Level 6: Floors within the building

Level 1: Business segments or domains (e.g., Retail, Distribution Centers, Corporate Offices)
Level 2: Campuses, Buildings or Locations within the cities
Level 3: Sub Groups for specific tests or specific networks (e.g. if you only want one sensor in each location to run a throughput test)

Note 1: We do not allow dragging groups under other groups. The group structure needs to be deliberately created. This is because inheritance is complicated. For example, if you drag a group under another group, there are complex questions about what should happen to the assignments and underlying resources associated with the groups. The group structure needs to be explicitly defined to avoid someone accidentally making a change they didn’t expect.

Note 2: You cannot delete a group if sensors are assigned to the group or any child group. The sensors need to be moved first before you can delete the group. If you delete a group with tests or networks assigned, you will see a warning but can still delete the group.

To create a group, use the following steps:

Go to your dashboard settings by navigating to the three dots in the upper right corner, selecting Settings, or using the keyboard shortcut 's.'

Under Management, select Groups.

On the Groups page, you can create a top-level group by selecting Add Group.

For each group, you can create a child group or rename a group by selecting the three dots on the right of the group and selecting Add Child Group or Rename.

Next, assign Networks, then Sensors or Agents, then Service and App Tests to your groups.

The sensors and agents will inherit the networks and tests from their group assignment.

Below are links to the rest of the onboarding series:

1. Onboarding - Getting Started
2. Onboarding - Networks
3. Onboarding - Sensor Grouping and Hierarchy
4. Onboarding - Testing
5. Onboarding - Thresholds
6. Onboarding - Alerts
7. Onboarding - Company
8. Onboarding Dashboard Troubleshooting

Creating and Managing Groups

​To create a group, use the following steps:

To create a group, use the following steps: