Create Query Based Collections

Query Based Collections (SetGroups) are logical groupings of Sets bundled together with a friendly name for resource management, such as "Helpdesk Technicians" or "High Security SharePoint Documents." Membership within a Query-Based Collection is dynamic. Each compilation of the Set Compiler Job adds and removes objects from each Query-Based Collection, based on the query results of the Sets.

Create a Query-Based Collection

1. On the navbar, expand Role Management and select Query-Based Collections (SetGroup).

2. On the Actions tab, click Create a Query-Based Collection (SetGroup).

3. In the Create Query-Based Collection form that appears, enter the following information:

   • Name – Name of the collection

   • Display Name – Display Name for the collection

   • Description – Description of the collection

   • Is a collection of person objects – Select to create a collection of people

   • Location – Location to create the collection. Use the default location (Anywhere), or click the X to remove the location and search for and select the desired location.

4. Click Submit.

5. Click OK to close the Operation Execution Summary.

6. In the Select Queries lookup that appears, you can do one of two things:

   • Click Skip to add a Set later.

   • Search for and select a set, as in the below image. To select the Set, select the Set ID checkbox.

7. Click Submit (or Skip, depending on whether you select a Set) and then OK to close the Operation Execution Summary.