Default user roles and permissions

BMC Helix Capacity Optimization uses the default user roles in BMC Helix Portal to manage access to various functionality. 

Each role has some default permissions that are assigned to it. You cannot edit the default user roles. You can create custom roles and assign permissions. For details, see  Roles and permissions .

All permissions in BMC Helix Capacity Optimization are part of the capacity_optimization application. The objects to which you want to provide permissions are grouped as Resources. The following table lists the default user roles and permissions in BMC Helix Capacity Optimization. For details about the permissions in a resource group, see Permissions available for a resource.

RoleDescriptionResource and Permissions
Capacity Administrator

Users in this group have access to to all the sections in BMC Helix Capacity Optimization. They can perform all the administrative activities.




Has all the permissions in the following resource groups:

  • admin
  • analysis
  • api
  • capacity_views
  • cloud_migration_simulation
  • domains
  • events
  • investigate
  • models
  • reports
  • time_filters
Capacity Planner

Users in this group can perform all activities related to capacity planning. The users in this group have access to Views and the Workspace section. In the Administration section, they can edit and view the optimizer rules.

Has all the permissions in the following resource groups:

  • analysis
  • api
  • capacity_views
  • domains
  • events
  • investigate
  • models
  • time_filters


Has specific permissions in the following resource groups:

  • admin
    • optimizer_rule_edit
    • optimizer_rule_read
  • reports
    • edit
    • read
Capacity Operator

Users in this group can access the Views and Investigate sections. 

The users cannot perform administrative activities such as creating custom views.

Has specific permissions in the following resource groups:

  • api
    • investigate read
  • capacity_views
    • edit
    • read
    • tags_edit
    • tags_read
  • investigate
    • edit
    • read
Capacity ETL Client

Users in this group can ingest data.

The API user should be assigned the Capacity ETL Client role to install the Remote ETL Engine.

Has Edit permission for the data_ingestion resource.


Cloud Planner

Users in this group can define the on-premise cost and migration strategy, simulate the cloud migration, and view the Views and Investigate sections. 

The users cannot perform administrative activities such as creating custom views.

The Cloud Planner role is available only if you have installed Cloud Migration Simulation.

Has specific permissions in the following resource groups:

  • capacity_views
    • edit
    • read
    • tags_edit
    • tags_read
  • cloud_migration_simulation
    • edit
    • read
  • investigate
    • edit
    • read

Information

User groups in the Single Sign-On console are associated with corresponding roles in BMC Helix Capacity Optimization.

Permissions available for a resource

The following image displays the out-of-the-box permissions in BMC Helix Capacity Optimization:

This table describes the default permissions that are available when you add a new role. To learn how to add these permissions to a role, see  Setting up roles and permissions .

ResourcePermissionsDescription
admin

access_all_entities

Add, edit, and delete domains, systems, and business drivers.
auth_profile_editEdit authorization profiles from the Administration tab.
admin_section_editEdit the Data Warehouse and System sections in the Administration tab.
admin_section_readView the Data Warehouse and System sections in the Administration tab.
benchmarks_editEdit the Benchmarks data in the Administration tab.
etls_read
  • Manage ETL Tasks in the ETL & System Tasks section in the Administration tab.
  • Run ETLs
general_manager_editAdd, edit, and delete Gateway Servers and Agent Lists in the Gateway Manager section of Administration tab.
general_manager_readView the Gateway Servers, Agent Lists, and Manager runs.
optimizer_rule_edit
  • Create, edit, or delete thresholds.
  • View metrics and indicators for a threshold.
  • Create, edit, or delete optimizer rules and run alerts.
  • View alert logs in the Administration tab.
optimizer_rule_read
  • View alert logs in the Administration tab.
  • View metrics and indicators for a threshold.

tasks_edit

Add, edit, and delete System Tasks in the ETL & System Tasks section in the Administration tab.
tasks_readView System Tasks in the ETL & System Tasks section in the Administration tab.
user_accounts_editManage authorization profiles in the Administration tab.
analysis

edit

Create and edit analysis in the Workspace tab.
readView analysis in the Works folder.
save_template
  • Create custom analysis templates.
  • Edit and delete existing analysis templates.
api

agent_data_read

Access and view the Agent Data API. For details, see Agent Data API.
dashboard_views_editEdit the Dashboard Views API.
dashboard_views_readAccess and view the Dashboard Views API.
data_provider_readAccess and view the Data Provider API. For details, see Data Provider API.
investigate_editEdit the Investigate API.
investigate_readAccess and view the Investigate API.
capacity_views

edit

  • View all the capacity views (out-of-the-box and custom views).
  • Add and modify custom views.
readView all capacity views (out-of-the-box and custom views).
tags_edit
  • Add tags to resources.
  • Modify and delete tags that are already added to resources.
tags_readView tags on resources.
cloud_migration_simulation

edit

Manage the settings in Cloud Migration Simulation.
readView the budget notifications in Cloud Migration Simulation.
data_ingestioneditUsed by the Capacity ETL Client role to ingest data.
domains

edit

Add, edit, and delete domains, systems, and business drivers.
edit_admin_domainsAccess all the systems and business driver nodes for inactive, dismissed, or newly discovered entities.
readView active systems and business drivers associated to one or more domains.
events

edit

Add, edit, and delete event rules in the Event Manager section of Administration tab.
readView the event rules in the Event Manager section of Administration tab.
investigate

edit

  • Add and modify Investigate studies and study groups.
  • View Investigate studies and study groups.
readView Investigate studies and study groups.
models

edit

Add, edit, and delete models.
readView models saved in the Works folder.
reports

edit

Add, edit, and delete reports.
global_reports_editView the report templates available to users.
readView reports saved in the Works folder.
time_filters

edit

Add, delete, copy, or move global filters in the Workspace tab.

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