This documentation supports an earlier version of BMC Helix Operations Management. Use the Product version picker to select and view the latest version of documentation.

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

To create an event policy, perform the following steps:

  1. Select Configuration > Event Policies and click Create.
  2. Specify a unique name, optional description, and precedence number for the policy.

  3. Create the event selection criteria based on which the policy is applied to the events.
    Values in the event selection criteria are case-sensitive. For example, Message Equals test and Message Equals TEST are considered as different values.

    When you click in the box, you are prompted to make a selection. Each time you make a selection, you are progressively prompted to make another selection. 

    The selection criteria consist of an opening parenthesis, followed by the slot name, the operator, the slot value (which can be a string based on the type of slot selected), and the closing parenthesis. You can optionally select the logical operator AND or OR to add additional conditions. Specifying the opening and closing parentheses is optional.

    Example criteria: If you specify the following criteria, all the PATROL events with the "Open" status are selected and the policy is applied to them.

    The green tick mark indicates that the event selection criteria syntax is correct.


    You can also copy the criteria by clicking Copy . The copied criteria can be reused in subsequent policies by pressing Ctrl+V in the Event Selection Criteria field.

    About specifying the class

    A condition based on the class slot must be specified before any other condition. In the subsequent conditions, the list of slots change based on the class specified. The subsequently displayed slots are subclasses of the parent class selected in the first condition.

    For example, in the following image notice the list of slots specific to the selected Alarm class.


    The time frame for which the policy is always active. 

  4. 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 know more about the policy evaluation order, see Event policy types and evaluation order.
    You can set up multiple configurations for certain policy types. Each configuration is displayed as a policy card as shown in the following screenshot. Reorder the policy cards by dragging and dropping them to change the configuration execution order within a specific policy type. 


    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.  

    Event policy typeTaskReference
    Basic Enrichment

    Select the required settings and specify the values.

    This policy helps you process events with refined slot values to make the events more meaningful. 

    Event enrichment for adding context
    SuppressionAutomatically drop new events that are selected based on the event selection criteria. You do not require any configurations for this policy.

    Note: Applying this policy deletes all the matching events with missing dedup slot values. To avoid this scenario, ensure that all the events are updated with appropriate dedup values and then apply the suppression policy. You can update ingested events by running the events API endpoint. For more information, see Managing events with REST APIs.

    Event deduplication and suppression for filtering unwanted events

    Advanced Enrichment and dynamic enrichment

    Do one of the following:

    • Build an advanced enrichment policy workflow.
    • Import external data and update the match and enrich fields.

    An advanced enrichment policy helps you process events with refined slot values based on the defined policy workflow and make the events more meaningful. Dynamic event enrichment is an extension of advanced enrichment that allows you to enrich events with external data.

    Event enrichment for adding context

    Building a policy workflow for advanced and time-based enrichment

    Dynamically enriching events with external data

    Time BasedBuild a time-based enrichment policy workflow.

    This policy helps you process events with refined slot values after a scheduled duration of time and based on the defined policy workflow to make the events more meaningful. 

    Event enrichment for adding context

    Building a policy workflow for advanced and time-based enrichment

    Correlation

    Select the required settings and specify the values.

    This policy helps you correlate and combine multiple matching events into a single aggregated event. 

    Event correlation for aggregating related events
    NotificationIf the notification service is:
    • Email, the policy notifies users via email that an event has occurred, so that appropriate actions can be taken.
    • Incident, the policy is used for Proactive Service Resolution (PSR) integration.

    Select the required Email settings and specify the values. For some values you might want to specify slots

    Event-based notifications for alerting users

    Proactive Service Resolution (PSR) integration

  5. Use the icons to edit or delete the configured policy types.

  6. (Optional) Select Enable Policy.
    You can enable or disable the policy any time from the Event Policies page.
  7. 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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