# Set Up Locations

> Set up and configure the location settings for your grouped computers.

Source: https://docs.capaone.com/performanceguard/administration/set-up-locations/  
Product: PerformanceGuard — a separate CapaSystems product; do not apply this page to any other.

This document provides information about Location Administration to setup and configure location settings.

:::caution
You can only do this if you're a PerformanceGuard administrator.
:::

Computers are grouped together as described in [Grouping of Computers](/performanceguard/administration/manage-agent-configuration-groups/grouping-of-computers/) and [Grouping of Computers](/performanceguard/administration/manage-agent-configuration-groups/grouping-of-computers/). The following icons represents the:

- ![](/attachments/performanceguard/9bee2318-391b-430e-af33-742936a436ad.png) : Locations
- ![](/attachments/performanceguard/c2b7c663-63ae-493d-8cea-cb6037a3a349.png) : User Defined Groups
- ![](/attachments/performanceguard/f40e5d7a-ab51-4c8e-9516-99c19ab9a5ad.png) : Subnet Groups
- ![](/attachments/performanceguard/1c1d0c13-be63-425b-ac66-609cec7505be.png) : Citrix Groups
- ![](/attachments/performanceguard/928cb414-2784-4fbb-abee-4a46624d3323.png) : AutoSteps Groups

You can read more about these groups in [Grouping of Computers](/performanceguard/administration/manage-agent-configuration-groups/grouping-of-computers/) and [Grouping of Computers](/performanceguard/administration/manage-agent-configuration-groups/grouping-of-computers/).

# Location or User Defined Group

You can create a Location or a User Defined Group from top menu or can create a User Defined Group from within a Location as described below:

## **Create Location**

:::caution
You can only do this if you're a PerformanceGuard administrator.
:::

1. Select **ADMINISTRATION > Computer Grouping > Locations** and then click. ![](/attachments/performanceguard/afbace06-d920-4ada-999a-8d219bad3295.png)

:::tip
For an overview of PerformanceGuard computer grouping concepts, see [Grouping of Computers](/performanceguard/administration/manage-agent-configuration-groups/grouping-of-computers/).
:::
2. Select the required type (Location or User Defined Group).

- **Name**: The name of the Location.
- **Description**: A supplementary description of the Location.

Click ![](/attachments/performanceguard/ade29907-ae12-4931-9140-3bdffb7f9451.png) and the Location ![](/attachments/performanceguard/9bee2318-391b-430e-af33-742936a436ad.png) will be added. To add computers for these locations, you need to create User Defined Group ![](/attachments/performanceguard/0587fe7f-8118-42bf-ab90-b12eee7085d1.png) (see below).

You can now allocate your Groups to the newly created location (see the [Set Up Locations](/performanceguard/administration/set-up-locations/) section).

:::caution
A location must relate to at least one group (i.e. it must contain a network group, or it must contain other locations or user defined group that ultimately contain at least one network group).
:::

## **Create User Defined Group**

Click ![](/attachments/performanceguard/5dec37c4-3d7a-4904-87d7-fb78f41c1055.png) or click ![](/attachments/performanceguard/0587fe7f-8118-42bf-ab90-b12eee7085d1.png) next to a Location > Create User Defined Group

- **Name**: The name of the User Defined Group.
- **Description**: A supplementary description of the User Defined Group.

1. Click ![](/attachments/performanceguard/ade29907-ae12-4931-9140-3bdffb7f9451.png) . You then need to add Members ![](/attachments/performanceguard/921b7b17-9652-4e09-ae7f-48ce925113b4.png) to the group.
2. Select the computers and click "ADD MEMBER(S)".
3. Click Close.

The user defined group is created and linked to the respective Location.

## **Filters**

There are some filters available when you add members to a user defined group allowing you to eliminate unnecessary data from your search. To remove these filters, simply click "**x**" on the filter.   
![](/attachments/performanceguard/bc5b998d-db23-4a88-bdd9-027708dbd5cc.png)

- **Search**: Enter a name / character, and it will search the full list and remove computers based on criteria that don't match.
- **IP Address**: It will search with the specified IP address and remove computers based on criteria that don't match.
- **Operating Systems**: Select the desired operating system and filter computers based on criteria that don't match.
- **Memory 0 - 128 GB**: Select the memory and filter computers based on criteria that don't match.
- **AutoSteps Only**: This option will only be available to select if there are computers with AutoSteps and filter computers based on criteria that don't match.
- **Citrix Only**: This option will only be available to select if there are computers with Citrix and filter computers based on criteria that don't match.

# Edit or update

You can easily update or edit a Location or a User Defined Group.

- Simply click ![](/attachments/performanceguard/0587fe7f-8118-42bf-ab90-b12eee7085d1.png) next to a Location or User Defined Group > Click Edit.
- You can then add ![](/attachments/performanceguard/ed971e4f-1161-40ea-bf14-da1e882a663e.png) more members into the group or "REMOVE MEMBER(S)" that you already have in the group.
- Click Close.

# Delete

You can easily delete a Location or a User Defined Group.

- Simply click ![](/attachments/performanceguard/0587fe7f-8118-42bf-ab90-b12eee7085d1.png) next to a Location or User Defined Group > Click Delete.

:::caution
If there are members in a group, the group cannot be deleted, until members have been deleted.
:::

- Simply click ![](/attachments/performanceguard/0587fe7f-8118-42bf-ab90-b12eee7085d1.png) next to a Location or User Defined Group > Click Edit.
- Select the member > "REMOVE MEMBER" > Click on Delete again. It will delete the Location or User Defined Group.

:::tip
Automatically created Groups can not be deleted or edited. You can only view them > click on Edit and view.
:::

# Drag and Drop

- You can change the membership of a group or location simply by dragging and dropping it on the location it should be a member of. Note that you can only make it a member of a location

:::note[Important]
**Example:** We can drag an AutoSteps Group (JHH) into the test location.

![](/attachments/performanceguard/32735a91-fa25-4338-9b75-58e1b595ada4.webp)
:::

- You can also highlight the Group and then go above in the Locations - click ![](/attachments/performanceguard/0587fe7f-8118-42bf-ab90-b12eee7085d1.png) next to the desired Location and select "**Move selected items to ...**".

:::note[Important]
**Example:** Click thumbnail to view image in full size.   
![](/attachments/performanceguard/83848485-676d-43b2-bb1d-f5da87bfbc35.webp)
:::

- You can also select multiple locations/groups within the parent using Windows technique i.e. hold down **CTRL** or **Shift** keys + click on locations and drag & drop them into respective locations**.**

:::note[Important]
**Example**: Click thumbnail to view image in full size. You can see the number of locations that you have selected and will be dropped in the respective location.

![](/attachments/performanceguard/7b89b7aa-b45e-491b-b8f9-d839208f90ae.webp)
:::

:::tip
You can not "Drag and Drop" groups into other groups, only into Locations.
:::

# Unmapped

Unmapped is a pre-defined location for groups you have not decided a location for yourself. Any new subnets or groups will end up here to start with. You can also choose yourself to unmap of subnet/group, if you do not want it in a named location.
