Introduction

A domain group is a subset of pages on a domain that can be defined by an admin user. Groups are defined by rules, for example, page title, URL, and metadata. Users can then be granted different permissions to each domain group. The domain group does not require a new scan. Instead, all of the pages and links from the main domain scan are checked for any matches to the rules within a domain group. They then get assigned to the respective domain group. A page can belong to multiple domain groups, but only if it matches the rules. Domain group matching only applies to the child elements for the page if they match the domain group rules.

This article provides instructions for admin users on how to create groups and assign specific users to groups on one or more domains.

Visit the video walkthrough for step-by-step navigation. 

Create a group

This section provides instructions for Admins on how to create a domain group.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain and select Edit Domain from the expanded list of options.

   The system opens the Edit domain page.

   
3. Click Groups on the pane navigation, or scroll down to the Domain Groups section.

4. In the Domain Groups section, click Create new group.

   

   The system opens the Create New Domain Group page. The sections below provide instructions on how to fill in the requested information.

Details

This section provides instructions on how to fill in the fields in the Details section of the form.

1. Enter a name for the domain group in the Name field (mandatory field).
2. This is the group name that shows in the domain overview. If you are using an export file from another service, this entry may have the header: “Group Name”.

Rules

This section provides instructions on how to fill in the fields in the Rules section of the form.

1. Define a rule to determine which pages are included in the scan. If you are working from an export from another service, these entries may have the headers: “Match Conditions”, “Match Type”, and “Included/Excluded”.
2. Click + Add another rule. A new row appears.
   • The first field defines which part of the page you want the rule to match on. Click the drop-down arrow and select a value from the following choices:
   • Title: This is the same as the Title tag on the pages (might also include documents).
   • Path: Enter the path to match.
   • URL: This field matches the URL without the domain and subdomain. For example, if the URL is 
     ​http://www.monsido.com/features/web-accessibility 
     the URL matches /features/web-accessibility.

   • Metadata: This field matches a specific tag and value. For example, the Meta Tag in the example below could be used to define a rule that matches all pages with robots in the META name and index in the content of that META tag:

     copy

     <meta name="robots" content="index, follow">

     Here is an example of the recommended selections to choose for Metatdata groups, as these can be difficult to set up correctly:

     • Metadata

       That

     • is_exactly
     • Freetext

     • Freetext

       Is

     • Included.
   • Content: This field searches for matches on any content in the HTML or Document. This rule type is not enabled by default and it is not necessary under normal circumstances. To enable it, contact the support team.

   • Labels: Select a label to include all domains that have the label.

     For more information, visit: Create and apply labels.

3. That: In the second field, click the drop-down arrow and select a value from the following choices:
   • Contains: Matches any place in the match string. For example, if the text to match is "foo" and the rule type is "URL" then this URL:  is a match.

Users

This section provides instructions on how to fill in the fields in the Users section of the form.

1. Tick the box for each user to include permissions for:
   • Visible: This user can view group options.
   • Send Report: Users with this permission receive a report for this module after each scan.
   • Admin: Users with this permission can add, edit, and delete group settings.

2. Click Save to save the group, or X to exit without saving and return to the Edit Domain window.

   A dialog box asks, “Would you like to update now? Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups”. Click OK to update the group changes now, or Cancel to delay it until the next page scan.

For more information, visit Create and configure users.

Edit a group

This section provides instructions for Admin users on how to edit a group.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain and select Edit Domain from the expanded list of options.

   The system opens the Edit domain page.

3. Click Groups on the pane navigation, or scroll down to the Domain Groups section.

   
4. Click Action and then select Edit on the same row as a group.
5. Edit as needed, the instructions are in the Create a Group section of this document.
6. Save the changes.
7. A dialog box requests confirmation. Click OK to update the group changes now, or Cancel to delay it until the next page scan.

Delete a group

This section provides instructions for Admin users on how to delete a group.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain with the group you want to delete and select Edit Domain from the expanded list of options.

   The system opens the Edit domain page.

3. Click Groups or scroll down to the Domain Groups section.

   
4. Click Action on the same row as the domain with the group you want to delete.

5. Select Remove group.

   
6. A dialog box opens with the text: “Are you sure you want to remove this group?” Click OK to approve. The group is gone from the list after the next scan.

Update domain groups

This section provides instructions for Admin users on how to update group changes without entering the setup pages. This option updates domain groups without performing a new scan. Any changes that are made appear on the next scheduled or on-demand scan.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain that contains the group you want to update and select Update Domain Groups.

   A dialog box informs, “Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups.”

3. In the dialog box, click Cancel to cancel the update, or OK to continue. The scan identifies the appropriate pages from the current inventory of pages, as identified from the most recent scan.

How to create and configure a domain group

Introduction

A domain group is a subset of pages on a domain that can be defined by an admin user. Groups are defined by rules, for example, page title, URL, and metadata. Users can then be granted different permissions to each domain group. The domain group does not require a new scan. Instead, all of the pages and links from the main domain scan are checked for any matches to the rules within a domain group. They then get assigned to the respective domain group. A page can belong to multiple domain groups, but only if it matches the rules. Domain group matching only applies to the child elements for the page if they match the domain group rules.

This article provides instructions for admin users on how to create groups and assign specific users to groups on one or more domains.

Visit the video walkthrough for step-by-step navigation. 

Create a group

This section provides instructions for Admins on how to create a domain group.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain and select Edit Domain from the expanded list of options.

   The system opens the Edit domain page.

   
3. Click Groups on the pane navigation, or scroll down to the Domain Groups section.

4. In the Domain Groups section, click Create new group.

   

   The system opens the Create New Domain Group page. The sections below provide instructions on how to fill in the requested information.

Details

This section provides instructions on how to fill in the fields in the Details section of the form.

1. Enter a name for the domain group in the Name field (mandatory field).
2. This is the group name that shows in the domain overview. If you are using an export file from another service, this entry may have the header: “Group Name”.

Rules

This section provides instructions on how to fill in the fields in the Rules section of the form.

Notes

• Domain group matching does NOT apply for children elements of a page. So for example, a page A contains pages B, C and D. But if the domains group rule only matches A, then the pages B, C and D do not appear on the 
  ​Inventory > Content > HTML pages/Documents/Images/Inline Images. 
  For B, C or D to appear on the inventory, they also need to match any of the domain group rules.
• When a page is assigned to a domain group, the relation/information of this specific page (for this example, it is named A) is also carried over. 
  For example: The incoming and outgoing links of page A are carried over, and are visible on the Page details list or under Inventory > Content > Links. But the images/documents/HTML pages which are found on page A are not necessarily carried over with them. The "children" are only visible on:
  ​Inventory > Content > HTML pages/Documents/Images/Inline Images 
  if they also match the rules of the domain group.

• PDFs that are not configured properly in the Rules section during domain group setup are still visible on in these places:

  • Page details
  • Inventory > Content > Links

  They do not appear on 
  ​Inventory > Content > Documents 
  because their own URL does not match the rules of the domain group.

1. Define a rule to determine which pages are included in the scan. If you are working from an export from another service, these entries may have the headers: “Match Conditions”, “Match Type”, and “Included/Excluded”.
2. Click + Add another rule. A new row appears.
   • The first field defines which part of the page you want the rule to match on. Click the drop-down arrow and select a value from the following choices:
   • Title: This is the same as the Title tag on the pages (might also include documents).
   • Path: Enter the path to match.
   • URL: This field matches the URL without the domain and subdomain. For example, if the URL is 
     ​http://www.monsido.com/features/web-accessibility 
     the URL matches /features/web-accessibility.

   • Metadata: This field matches a specific tag and value. For example, the Meta Tag in the example below could be used to define a rule that matches all pages with robots in the META name and index in the content of that META tag:

     copy

     <meta name="robots" content="index, follow">

     Here is an example of the recommended selections to choose for Metatdata groups, as these can be difficult to set up correctly:

     • Metadata

       That

     • is_exactly
     • Freetext

     • Freetext

       Is

     • Included.
   • Content: This field searches for matches on any content in the HTML or Document. This rule type is not enabled by default and it is not necessary under normal circumstances. To enable it, contact the support team.

   • Labels: Select a label to include all domains that have the label.

     For more information, visit: Create and apply labels.

3. That: In the second field, click the drop-down arrow and select a value from the following choices:
   • Contains: Matches any place in the match string. For example, if the text to match is "foo" and the rule type is "URL" then this URL:  is a match.

Users

This section provides instructions on how to fill in the fields in the Users section of the form.

1. Tick the box for each user to include permissions for:
   • Visible: This user can view group options.
   • Send Report: Users with this permission receive a report for this module after each scan.
   • Admin: Users with this permission can add, edit, and delete group settings.

2. Click Save to save the group, or X to exit without saving and return to the Edit Domain window.

   A dialog box asks, “Would you like to update now? Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups”. Click OK to update the group changes now, or Cancel to delay it until the next page scan.

For more information, visit Create and configure users.

Edit a group

This section provides instructions for Admin users on how to edit a group.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain and select Edit Domain from the expanded list of options.

   The system opens the Edit domain page.

3. Click Groups on the pane navigation, or scroll down to the Domain Groups section.

   
4. Click Action and then select Edit on the same row as a group.
5. Edit as needed, the instructions are in the Create a Group section of this document.
6. Save the changes.
7. A dialog box requests confirmation. Click OK to update the group changes now, or Cancel to delay it until the next page scan.

Note

Changes that you make to groups are automatically applied after the next completed scan, whether it is scheduled or on-demand. To update groups without doing a scan, see the next section, Update Groups.

Delete a group

This section provides instructions for Admin users on how to delete a group.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain with the group you want to delete and select Edit Domain from the expanded list of options.

   The system opens the Edit domain page.

3. Click Groups or scroll down to the Domain Groups section.

   
4. Click Action on the same row as the domain with the group you want to delete.

5. Select Remove group.

   
6. A dialog box opens with the text: “Are you sure you want to remove this group?” Click OK to approve. The group is gone from the list after the next scan.

Update domain groups

This section provides instructions for Admin users on how to update group changes without entering the setup pages. This option updates domain groups without performing a new scan. Any changes that are made appear on the next scheduled or on-demand scan.

1. Navigate to the Domain Overview page.

2. Click Action on the same row as the domain that contains the group you want to update and select Update Domain Groups.

   A dialog box informs, “Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups.”

3. In the dialog box, click Cancel to cancel the update, or OK to continue. The scan identifies the appropriate pages from the current inventory of pages, as identified from the most recent scan.