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

Select Configuration > Event Policies and click Create.
Specify a unique name, optional description, and precedence number for the policy.
Create the event selection criteria based on which the policy is applied to the events.
For more information about the event selection criteria, see Event-selection-criteria.
Important
- Values in the event selection criteria are case-sensitive. For example, Message Equals test and Message Equals TEST are considered as different values.
- For event and blackout policies, we do not recommend using the less than (<), greater than (>), and the ampersand (&) characters in the selection criteria.
- If you use special characters to specify slot values in the event selection criteria, make sure that you precede the special character with an escape character (\).
  For example, specify the value in the message slot as “Test\^Notification\^Policy" instead of “Test^Notification^Policy"
- You can change the existing class in the event selection criteria to a new class without removing the existing policy configurations only if slots in the existing policy configurations are available in the new class.
Select the time frame for which the policy should be active. You can create a new time frame or associate an existing time frame with an event policy.
The Always active option is the default option, which means that the policy is always active unless you select a time frame. See Setting-event-policy-schedules-by-using-time-frames.
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 event selection criteria. If no class is selected in the event selection criteria, the base EVENT class slots are displayed for selection.
- If you specify multiple classes in the event selection criteria, refer to the following points:
  - The event slots present in all the classes in the event selection criteria are displayed for selection in the following sections:
    Enrich and If action of an enrichment policy
    Enrich action: Event slots are displayed in Slot to enrich and on the Event Slot tab in the action value.
    Slot placeholder fields of an enrichment, correlation, and notification policy
  - The event slots that are common to the multiple classes are suffixed with the name of the event class in the enrichment, correlation, and notification policy.
  - An event slot is not suffixed with the name of the event class if the slot is not present in all the classes that you specify in the event selection criteria.
Use the icons to edit or delete the configured policy types.
(Optional) Select Enable Policy.
You can enable or disable the policy any time from the Event Policies page.
Save the policy.

To edit an event policy

On the Configuration > Event Policies page:

Do one of the following:
- Select the policy and click Edit.
- From the Actions menu of a policy, select Edit.
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-by-using-the-Integration-Service.

To copy an event policy

On the Configuration > Event Policies page:

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.
Modify the configurations according to your requirements to create a new policy quickly.

Important

You cannot copy dynamic enrichment policy configurations. The copy of such policy configurations is skipped.

For example, if you copy a policy that has the following configurations:

Basic enrichment
Correlation
Notification
Advanced enrichment
- Dynamic enrichment

In this case, the dynamic enrichment policy configuration is not copied to the new policy. However, the other policy configurations are copied.

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.