The entities added to a workload depend on your goals and organization structure. In this doc, you'll learn how to create workloads in the UI. You can read about how workloads align teams in our Workloads tutorial.
Accounts and permissions
There are two kinds of accounts that contribute to workloads: the workload account and the scope accounts. If your New Relic organization has more than one account, differentiating between the workload and scope accounts will make managing your workloads easier.
The workload account is where the workload and its data lives. The account used to create a workload, then, is considered the workload account. This account determines which users can see and manage the workload, based on what account permissions they've been assigned.
The scope accounts are accounts that the workload fetches telemetry data from. Users without access to all of a workload's scope accounts may not be able to see all the data in a workload. For team members who use a workload, ensure you add your team's relevant accounts that workload pulls data from.
Once created, the workload account can't be changed.Scope accounts, however, can be updated at any point in time by any user with workload management capabilities on the workload account. By default, all accounts that the workload creator has access to at the moment of the workload creation are set as scope accounts.
Create workloads
There are a few different ways you can create workloads, though the one you choose is entirely up to you. We recommend choosing the method that's most convenient for aligning your teams.
Find and choose the entities that make up the workload. When you have the results you're looking for, you can add specific entities or add the query to dynamically update the entities in the workload.
You can search by entity type, tags, or attributes (like entity name, account ID, and AWS region).
Click + Add this query to create a list of dynamically updated entities for your workload. We recommend this if you want your workload to update its entities as your system changes.
Click + Add next to an entity to add it to your workload. This is a good choice if you know that the entities will stay useful even as your system changes.
You can add both queries and specific entities to the workload, which work together according to the query logic.
You can add several individual entities and queries to define a workload.
Queries can include multiple search terms. These are combined with an AND operator.
Separate queries within a workload are combined with an OR operator.
You can wrap strings between percent signs (%) to match exact substrings within a query. If you use substrings in entity names to categorize those entities (for example, <team>-<env>-<appName>), consider using tags complementarily, which are more powerful for filtering and grouping (for example, team:awesome, env:production).
We recommend not to use percent signs (%) in dynamic queries that might return over 500 entities. This way, you get a more consistent experience in the user interface.
If you have custom dashboards and you already know which data is relevant to your team for observing and operating their workloads, you can link those from your workload.
To add dashboards to a workload: After you've created a workload, go to the Activity page for a workload and click Add dashboard.
