Managing QuerySurge Agents in Projects (Versions: 8.0 - 8.1)

Versions: 8.0+

Managing QuerySurge Projects: Assigning, Enabling and Removing Agents in Projects

QuerySurge Agents are created and managed in the Global Administration Portal. This is also the area where you can choose the Projects where the individual Agents should be assigned.  This allows you to choose to assign specific Agents to particular Projects or to assign all Agents to every Project. Depending on your situation, you can choose what fits best for your environment and application needs. An Agent needs to be enabled on the Global level in order for it to be used, as well as on the Project level to allow it to be used within a specific Project. This ensures that both your Global Administrator and Project Administrators have control over the Agents and when they can be used. 

Assigning Agents to Projects - Global Projects Grid

1. Log into the QuerySurge Global Administration Portal as a Global Admin user.
2. Navigate to QuerySurge Administration > Projects.
3. Select the Project you'd like to assign one or more Agents.
4. Click Manage Agents.
   
5. Click the Add Agent button (  )
6. Select the Agent from the User drop-down list.
   
7. Repeat steps 5-6 for any additional Agents you would like to assign to this Project.
8. Click Save.

Assigning Agents to Projects - Global Agents Grid

1. Log into the QuerySurge Global Administration Portal as a Global Admin user.
2. Navigate to QuerySurge Administration > Agents.
3. Select the Agent you'd like to assign to one or more Projects.
4. Click Manage Projects.
   
5. Click the Add Project button (  )
6. Select the Project from the Project drop-down list.
   
7. Repeat steps 5-6 for any additional Projects you would like to assign to this Agent.
8. Click Save.
   
   Note: The Agent will now need to be enabled in the Project(s) that it has been assigned to and the Agent Status will update to show you which Projects have not enabled the Agent yet.

Enabling Agents in Projects

1. Log into your QuerySurge Project with a Project Admin User.
2. Select the Project you'd like to assign one or more Agents to.
3. Navigate to a Project's Administration area.
4. Select the QuerySurge Administration > Users and Agents -> Agents grid from the Administration Tree.
   
5. Click on the slider in the Enabled in Project column for the Agent(s) that you would like to enable
   Note: You will need to do this for any other Project where the Agent is not enabled.

Removing Agents from Projects

To remove an Agent from a Project, the steps are mainly the reverse of the steps above.

1. Log into your QuerySurge Project with a Project Admin User.
2. Select the Project you'd like to remove one or more Agents from.
3. Navigate to a Project's Administration area.
4. Select the QuerySurge Administration > Users and Agents -> Agents grid from the Administration Tree.
5. To disable an Agent, click on the slider in the Enabled in Project column for the Agent(s) that you would like to disable or remove from the Project.
   
6. Log into the QuerySurge Global Administration Portal as a Global Admin user. You can remove Agents from Projects by going through the Global Projects grid (steps 7 - 10) or by using the Agents grid (steps 11 - 14). Additionally, in the Global Agents grid, you can globally disable Agents or fully unregister Agents (steps 15 - 16).
   
   Remove an Agent from a Project in the Global Projects Grid
7. Navigate to QuerySurge Administration > Projects.
8. Select the Project in which you'd like to remove Agent(s).
9. If you want to remove the Agent from the Project click the Manage Agents button.
10. In the popup, click the red remove icon , and then click the Save button (popup, lower right). Your Agent is now removed from the Project it was assigned to, but it is still globally enabled in QuerySurge.
    
    Remove an Agent from a Project, Globally Disable an Agent, or Unregister an Agent in the Global Agents Grid
11. Navigate to QuerySurge Administration > Agents.
12. Select the Agent you'd like to remove from a Project.
13. Click Manage Projects.
14. If you want to remove the Agent from the Project, click the red remove icon  for the Project, and then click the Save button (popup, lower right). Your Agent is now removed from the Project.
15. If you want to Disable an Agent globally, click the Enabled Globally slider to move it to the left. Your Agent is now globally disabled.
16. If you want unregister the Agent from QuerySurge entirely, click the Remove button (main panel, lower left)