Accessing and navigating the BMC Helix Intelligent Automation console

Register for a free trial for BMC Helix Intelligent Automation

BMC Helix Intelligent Automation is a service on BMC Helix Portal. If you request for the BMC Helix Portal trial, by default BMC Helix Intelligent Automation is also available for trial.

1. Complete the registration to request for a free trial. Provide your office email ID.
2. Confirm your registration. You will receive an account verification email.
3. Review the activation email to find a link to activate your account and the tenant administrator user name. Click the link and set the tenant administrator password. The tenant administrator is the first user who logs in to the product. This link for setting the password remains active for 72 hours only, after which it expires.
4. Log in to BMC Helix Portal using the tenant administrator user name and product URL received in the activation email.

Your free trial remains active for 14 days. During the trial, you get unrestricted access to all the capabilities available with the integrated products and common services.

To extend the trial, to reactivate the trial after expiry, or for any other queries, contact BMC Support.

Launch BMC Helix Intelligent Automation

When your account is created, you receive the URL and the credentials to log on to BMC Helix Portal.

1. Log on to BMC Helix Portal.
   For more information, see BMC Helix Portal.
2. Click the BMC Helix Intelligent Automation tile.

Explore the BMC Helix Intelligent Automation console.

You can access the following features from the console:

• Click the Requests tab to view the automation requests coming from BMC Helix Service Monitoring for creating policies for events specified in the request.
• Click the Policies tab to create policies and view the automation policies available in the product.
• Click the History tab to view the history of policy runs.
• Click the Connectors tab to configure the cloud or on-premises connectors that establish a connection with the supported automation tools and applications.
• Click the Report tab to launch the Value dashboard in the BMC Helix Dashboards.
• Click the Application Switcher option to log in to products that are available as per your license entitlements.
  

• For more information, see  Setting up role-based access control. .

Configure connectors available in BMC Helix Intelligent Automation

Depending upon the automation tool or application that you want to connect with, configure the connectors. After you configure a connector for an application, all supported actions for the application are available to you while creating automation policies.

For more information, see Managing connectors.

Create automation policies for the incoming requests or based on your requirements.

See Managing automation policies for details.