Setting up and going live

BMC Helix Dashboards is a SaaS service on the BMC Helix Portal that you can use to create interactive dashboards for your environment. 

This section provides an overview of the tasks that you need to perform to get started with BMC Helix Dashboards.

Important: BMC Helix ITSM Permissions

Only the following license type users from BMC Helix ITSM is allowed to log in to BMC Helix Dashboards: Fixed, Floating, and Bundled. For more information, see License types for users. Open link .

TaskActionReference
1

Launch BMC Helix Dashboards

  1. Log in to the BMC Helix Portal.
  2. Click the BMC Helix Dashboards tile.
BMC Support
2

Provide consent for data collection.

When you log in for the first time as a tenant administrator, provide your consent for data collection in the Allow data collection for product improvement dialog box. By default, the data collection settings are disabled for a tenant administrator.

To provide your consent for data collection for all the users:

    1. To enable data collection for performance and product improvement, select Enable data collection for performance and product improvement.
    2. To enable data collection for marketing and outreach, select Enable data collection for marketing and outreach.

      Tip

      • To understand the types of data that are collected, expand Click for examples of the types of data we collect for performance and product improvement.
      •  To understand the ways in which the collected data is used, expand Click for examples of ways data may be used for marketing and outreach.
    3. (Optional) To enable data collection for your account, select Turn on data collection for my account for either performance and product improvement or for marketing and outreach or for both.
    4. Click Agree and submit

You can modify your consent for data collection at any time. For more information, see Modifying consent for data collection.

Consent at user level 

If the tenant administrator has consented to data collection, the user will receive a notification.

Users can modify their consent for data collection at any time from Profile > Preferences page. 


3

Set up user accounts and grant permissions

Set up users and user groups, and assign specific permissions to them. User management functions are performed in BMC Helix Portal. 

Setting up role-based access control Open link

Roles and permissions

4

Visualize and analyze data

Use the out-of-the-box dashboards to visualize and analyze the data in your environment.

Optionally, configure new dashboards for custom use cases.

Viewing out-of-the-box dashboards

Configuring dashboards, panels, and queries

To set up a long-lived session for NOC dashboards 

As a tenant administrator, you can set a dashboard session to never expire for one or more users as required.

Important

  • The NOC dashboard refresh window must be active on your computer. If you switch to a different window and remain there for longer than the Access Token Timeout value set in the BMC Helix Single Sign-On Admin Console, the prolonged NOC dashboard session will expire.
  • Set the dashboard auto-refresh for the NOC use case to take effect.

To prolong the dashboard session, enable the following option from BMC Helix Single Sign-On:

  1. Log in to the BMC Helix Single Sign-On Admin Console.
  2. Set the long-lived refresh tokens as shown in the following image.
    For more information, see  To configure the token timeout for OAuth clients using BMC Helix SSO. Open link .



  3. Save the changes. 
  4. Log in to the BMC Helix Dashboards and add the dashboard permissions for the required users. 
  5. The specific NOC dashboard session window is active as long as required.

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