This documentation supports the releases of BMC Helix Operations Management up to December 31, 2021.To view the documentation for the latest version, select 23.1 from the Product version picker.

Creating and enabling event policies


As an administrator, create and enable event policies to define the actions that the system takes after an event arrives. For events, you can create the following types of policies:


To create an event policy

On the Configuration > Event Policies page, click Create, and do the following:

  1. Specify a unique name, optional description, and precedence number for the policy.
  2. Create the event selection criteria based on which the policy is applied to the events. 

    The [expand] macro is a standalone macro and it cannot be used inline.
    The time frame for which the policy is always active. 

  3. Select one or more of the following policy types and configure them.
    The configured policy types are displayed in the policy evaluation order irrespective of the order in which they were configured. To learn more about the policy evaluation order, see Event-policy-types-evaluation-order-and-templates.
  4. You can set up multiple configurations for certain policy types. Each configuration is displayed as a policy card as shown in the following example. Optionally, you can reorder the policy cards by dragging and dropping them to change the configuration execution order within a specific policy type.
    Policy cards.png

Slots configured in the event policy settings

Some of the event policies allow you to define slots while configuring the policy settings. The list of these slots is restricted to the event class selected in the the event selection criteria. If no class is selected in the event selection criteria, the base EVENT class slots are displayed for selection.  

  1. Use the icons to edit or delete the configured policy types.
  2. (Optional) Select Enable Policy.
    You can enable or disable the policy any time from the Event Policies page.
  3. Save the policy.


To edit an event policy

On the Configuration > Event Policies page:

  1. Do one of the following:
    • Select the policy and click Edit.
    • From the Actions menu of a policy, select Edit.
  2. Edit the policy and save the changes.


Can I edit a predefined policy?

Yes.

However, while editing the Predefined Policy for Incident notification policy, ensure that you do not change the name of the policy.

The Predefined Policy for Incident notification policy is required if BMC Helix Operations Management is integrated with Proactive Service Resolution (PSR). For more information, see Integrating-with-BMC-Helix-ITSM


To copy an event policy

On the Configuration > Event Policies page:

  1. Click the action menu of the policy that you want to copy and select Copy
    The Create Event Policy page is displayed with the configurations of the copied policy. 
  2. Modify the configurations according to your requirements to create a new policy quickly. 


To view the list of event policies

On the Configuration > Event Policies page, view the list of event policies.

By default, the policies are sorted by Name. To sort on a different column, click the column heading.


To enable or disable an event policy

On the Configuration > Event Policies page, do one of the following:

  • Select the policy and click Enable or Disable.
  • From the Actions menu of a policy, select Enable or Disable.
  • Edit the policy and select or clear the Enable Policy check box.


To delete an event policy

On the Configuration > Event Policies page, do one of the following:

  • Select one or more policies, click Delete, and click Yes.
  • From the Actions menu of a policy, select Delete, and click Yes.

 

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