This documentation supports releases of BMC Helix Continuous Optimization up to December 31, 2021. To view the latest version, select the version from the Product version menu.

Creating and viewing entities

Create various entities such as a system, system template, business driver, service template, and so on in the Workspace tab. 

Systems and business drivers are either created automatically by ETL connectors used to import data into BMC Helix Continuous Optimization, or manually by authorized users.

Adding a system or business driver to a domain, either manually or by running a connector, is a way to create a parent-child relationship between the domain and the added entity. To understand the effect of creating and breaking relationships manually versus automatically, see Hierarchies.


To add entities to a domain

  1. Access one of the domains by navigating to Workspace > Domains, Services & Applications.
  2. Click Systems (or Business drivers) showing under the selected domain on the left navigation tree.
  3. In the detail page on the right, click Add. On the wizard displayed, click Next.
  4. Select one of the available creation modes:
    • Create a new system (or business driver): Allows you to create a new entity from scratch.
    • Import existing system (or business driver): Allows you to import an existing entity into the domain.
  5. Depending on your choice, follow the guided procedure provided by the wizard, as detailed in the following sections:
  6. Click Finish to create the new system (or business driver).

Where to go from here

After adding new entities to a domain, you might want to perform one of the following actions:

View automatic analyses for the configured entities

Run a quick analysis on the available metrics

Example: Adding an entity by importing existing system

Before you begin, review the following sample scenario, which shows how you can add a system entity to a domain. 

  1. Select Workspace > Domains, Services & Applications > domainName. 
  2. In the Navigation pane, select the domain in which you want to create an entity.
    The domain details are displayed in the right work area.
  3. Click Add > Add system to create a new system.
  4. In the Welcome page, click Next.
  5. Select how you want to define the system from the available options.
    In this example, the Import existing system option is selected.
  6. In the Import from page, select the system you want to add. 
    Under Source, all the systems are listed under categories, such as All Domains, Newly discovered, Unassigned and Shared Systems. You can expand a category and select a system. 

    Tip

    Use Search to add a system or business driver. Type the name of the system (or business driver) in the Search field to locate the entity. 

    To search for a system (or business driver) that you want to add, use wildcards. For example, if you type *vm*, the search lists all systems with 'vm' in their names. Then select the system (or business driver) to add. The number of search results is displayed at the bottom of the Search box.

    You can also restrict results of the search for a system (or business driver) based on its status. For example:

    • status:newly - restricts results to Newly discovered systems (or business drivers)
    • status:unassigned - restricts results to Unassigned systems (or business drivers)
    • status:shared - restricts results to Shared systems
    • status:common - restricts results to Common business drivers

    For more information on the various Search fields available, see Search syntax.

  7. Select the system you want to add and click  to add it under Selection.
  8. In the Share page, select the system if you want to share it. 
  9. Choose the period for which you want to maintain the relation between the system and the domain to which you are adding it. 
  10. In the Summary page, click Finish.
    The system is added to the domain.

Note

The newly-created entity will not collect any data until you associate it with one of the systems or business drivers detected and automatically configured by an ETL task; that is, you have to perform a manual association.

To import an existing entity

  1. Access one of the domains by navigating to Workspace > Domains, Services & Applications.
  2. Click Systems (or Business drivers) showing under the selected domain in the left navigation pane.
  3. In the detail page on the right, click Add. On the wizard displayed, click Next.
  4. Select the Import existing system creation mode.
  5. Select an entity from the provided list of auto configured, shared (or common), and inactive systems (or business drivers). You can select as many entities that you want to import.
  6. (Optional) You can also remove any of the selected entities by clicking the Delete icon, as shown in the figure.

    Example: Removing systems from the list of selected entities
  7. Click Next.
  8. Click Domain - system relation always valid to see the available options, specify the date from which you want to import the existing entity, and click Next.
  9. Click Finish.

Viewing an entity

  1. Locate the container domain in the Workspace > Domains, Services & Applications navigation pane.
  2. Expand the Systems (or Business drivers) node.
  3. Locate the desired system (or business driver) in the navigation tree.
  4. Click on its name to display its detail page in the working area.
  • Click Systems (or Business drivers) in the navigation tree.
    1. Locate the desired system (or business driver) in the Systems (or Business Drivers) table.
    2. Click on its name to display its detail page in the working area.
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