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Short maintenance outage Saturday

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BMC Capacity Optimization is a robust and seamlessly integrated web-based management application that allows users to access all BMC Capacity Optimization functionality from a single location. The user interface of the BMC Capacity Optimization console includes various controls and functions that allow you to access all types of organizational and infrastructural capacity management and planning functions from one single location. This topic explains how to access the BMC Capacity Optimization console.

Before you begin 

  • You must have a valid user account for using BMC Capacity Optimization. For more information, see Users.
  • You must use a supported browser.

To access the BMC Capacity Optimization console

  1. From your web browser, type http://<hostName or IPAddress>/console/.

    hostName or IPAddress is the host name or IP address of the computer where BMC Capacity Optimization is installed.
  2. Type your user name and password, and click Login.

 To get accustomed with the basic controls and functions on the BMC Capacity Optimization console, see the following topics:

About the console

The BMC Capacity Optimization console is divided in two main areas:

  • The navigation panel, on the left side of the page, allows you to browse BMC Capacity Optimization contents
  • The working area displays content selected from the navigation panel

The BMC Capacity Optimization console consists of the following tabs:

  • Administration — Provides a simple interface to carry out all administration activities within the product. It is only visible to BMC Capacity Optimization administrators.
  • Workspace — Allows you to manage domains and entities, and perform-related activities such as analyses and reports.
  • Reports — Allows you to browse stored reports and run queries on the performance and load of existing domains.
  • Views — Creates personalized views tailored to different organizational roles or to specific services and applications. It enables data analysis and top-down problem investigation.
  • Virtual Planner — Allows you to assess and report your virtualization efforts.

Using the navigation panel

The navigation panel displays the sections of the console that the user is allowed to access, depending on user roles and privileges.

Note

The Administration tab is only visible to users with the administrator role. For more information about the Administration section, see Administering.

On clicking a tab, its contents are displayed in a tree structure in the navigation panel.

If you click a node in the navigation panel under a tab, and then switch to another tab, the node that you accessed earlier is bookmarked and you return to the node that you had visited earlier. This feature allows you to quickly swap between pages belonging to different sections.

To reset the navigation to its original status, click BMC Capacity Optimization in the upper left corner of the console.

Using the working area

A majority of the tasks are performed in the working area. At the top of the working area, the Breadcrumb bar displays information about the current session. It keeps track of the user's location inside the console; each part of the breadcrumb trail provides a link back to a parent page in the hierarchical structure. The Description section on the right presents the main properties of the object selected in the navigation panel. Depending on the selected object, different tools and links are shown in the Tools and Links bar.

The top-right corner of the BMC Capacity Optimization console displays the user name logged on to the application and contains the following links:

  • Home: Returns the user to the Welcome page 
  • Report Cart: Keeps track of all the analyses and models currently selected by the user, which can be added into a new standard report.
  • About: Displays the version, copyright, and other legal information
  • Logout: Allows the user to log out of the application
  • Help: Enables the user to access the online help for the application

    Tip

    To view context sensitive help for the section of the UI that you are viewing, click from the top of the working area. Click to view the home page of the product documentation.

  • Search: Allows the user to search for systems and business drivers in BMC Capacity Optimization. See the Search section for more information.

Using the description section in the working area

Additional information

BMC Capacity Optimization objects are identified by a unique ID, which you can see by placing the cursor over the object's icon.

By default, only a subset of all available properties is shown on the page.To display all the properties, click the Show/hide details control to expand the box.

Using the tools and links bar in the working area

Command buttons such as Edit, Delete, and so on are used to perform some basic actions. Navigation links such as Systems, Business Drivers, and so on direct you to different sections.

Using tags

A tag is a text label associated with a BMC Capacity Optimization object that improves search results and applies an additional level of filtering where needed.

Tags are used to indicate a particular feature of the object that distinguishes it from other objects. Out-of-the-box, BMC Capacity Optimization provides a set of useful tags; you can then define custom tags for your specific needs.

Tags are grouped by tag type; for example:

  • Environment, for example, PRODUCTION or TEST
  • Attention level, for example, BUSINESS_CRITICAL
  • Type of service, for example, CRM
  • Tier, for example, BACKEND

Additional information

Tags belonging to the same tag group are displayed by using the same color.

Tags can be associated manually or automatically, using tagging rules. It is possible to associate multiple tags with an object.

You can also perform various functions such as adding tags, editing tags, performing a tag-based search, tag filtering, and using the tag cloud. For more information, see Working with tags.

Using folders

BMC Capacity Optimization provides a simple, intuitive, and customizable folder system that allows you to classify all the analysesmodels, and reports that you create.

For each domain, there is a root folder called Works in which you can create your own folder structure, with all the nested levels you need. Folders can be private or public.

Tip

A private folder is only visible to its owner, while a public folder is visible to all the users with access to the domain.

By default, when a new domain is created and does not contain any analyses, you will find the link to the Works folder in the Using the Tools and Links bar. After the creation of the first item (folder, analysis, model, or standard report) the link will appear in the navigation panel.

For more information about adding, editing, or deleting folders, see Managing folders.

Using Wizards

Wizards are guided workflows that lead you through the sequence of steps needed to complete a task. You can use them for the most common activities such as adding new entities (systems and business drivers) and configuring new ETL tasks.

The wizard window is organized in three panels:

  1. List of steps: Lists all the steps you will have to go through to complete the workflow; the current step is indicated by an arrow
  2. Form: Prompts the user for the information needed to complete the current step
  3. Navigation bar: Presents a set of buttons that allow you to navigate through the entire process:
    • Cancel: Stops the wizard at any time.
    • Back: Moves back to the previous step in the sequence.
    • Next: Moves forward to the next step (only upon completion of the current step).
    • Finish: Confirms the whole operation (only available for the last step).

The philosophy behind wizards is to enable the execution of difficult tasks following a set of simple steps and decisions. When all steps of a wizard have been completed, the result (e.g. the entity created by the wizard) can be further edited to set advanced options or review the initial choices.

Additional information

A wizard produces no result until the Finish button is clicked. Hence, it can be interrupted at any intermediate step without side effects.

Using macro variables

In many description fields, for example, graph labels, you can either input a fixed string or use macro-variables so that the final output will automatically reflect the contents.

Macro variables are delimited in the text flow by two percentage signs (%) that tell BMC Capacity Optimization where to insert the associated value. For example, the string: CPU Load - (%RESLY%)

will be automatically completed with the adverb explaining the time resolution used within the analysis (e.g. hourly, daily, or monthly). The output might be:

CPU Load - (hourly)

For more information about a list of variables that can be used to customize the displayed entities or used in correlation analyses, see List of macro variables.

Using the user profile page

To access your user profile page, click Home in the top bar of the console, and in the Welcome section click Edit your profile.

You can use the profile page to change your password, edit your preferences, and view your user roles and access groups.

For more information about modifying your profile settings, see Modifying profile settings.

Related topics

Users

Workspace

To learn more about accessing and using the BMC Capacity Optimization console in order to efficiently leverage the numerous capacity optimization features the product has to offer, see the following sections: