Setting up the Service Dashboard

BMC Helix Multi-Cloud Broker leverages the capabilities of BMC Helix Innovation Suite and BMC Helix Integration Service to present information about the health of your cloud services. BMC Helix Multi-Cloud Broker verifies data against the service targets to display metrics for your organization’s tickets and service notifications.

For an overview see, Tracking the quality of cloud services by using the BMC Helix Multi-Cloud Broker Dashboard.

Before you begin

Ensure that you have configured incident brokering for the services that you want to track. For more information on incident brokering, see Incident brokering from BMC Helix ITSM into third-party applications.

To specify a service provided by the vendor (or third-party application)

1. Click Settings to open the BMC Helix Multi-Cloud Broker configuration page.
2. Select Setup Cloud Service Dashboard > Add Services to Dashboard.

3. Click .
   The Add Existing Service to Service Dashboard pane is displayed.

4. Enter the appropriate values in the fields on the Add Existing Service to Service Dashboard page:
   

   Field	Description
   Service Name as Shown in Smart IT	Enter the name of the business service or the CI that you created in BMC Helix ITSM. Ensure that you enter the exact value as defined in BMC Helix ITSM. You can search for the service name in BMC Helix ITSM by using the Assets filter. To learn about creating CIs, see  Creating and modifying CIs .
   Vendor Organization	Select the vendor that you added in the previous task (Add your Vendor Organization).
   Ticketing Technology Provider	Select from AWS, Atlassian JIRA Software, Service Cloud, and CA Agile Central depending on the service you are integrating with.
   Account ID	Not applicable.
   Vendor Status Site	Enter the details of the vendor site. Specifying the site will ensure that the status of the service is displayed on the Service Dashboard. Leave this field blank when implementing DevOps integration.
   Support Site	Enter the details of the support site. By specifying the site, you ensure that the status of the service is displayed on the Service Dashboard. Leave this field blank when implementing DevOps integration.

5. Click Save.

To configure service targets

1. Click Settings  to open the BMC Helix Multi-Cloud Broker configuration page.

2. Select Setup Cloud Service Dashboard > Configure Service Targets.

3. Click + Service Target Configuration.

   1. In the Add Service Target Configuration pane, complete the fields.

       Description of basic fields for the service target

      Field	Instructions
      Title	Enter a name for your service target.
      Company	Select the name of your organization.
      Data source	Select Multi-Cloud Incidents from the list.
      Status	Select Enabled.
      Goal Type	Specify whether you want define your target by resolution status or response time.
      Effective From	Select the date and time from when the service target should be considered for measurements. Default value: Current date and time
      Agreement Type	Select Service Level Agreement if the service target is for external agreements between a service provider and a customer. Select Operational Level Agreement if the service target is for internal agreements between the service provider and internal users. Important: The agreement type does not affect the processing of service targets.
      Add to Group	Select a group to which you want to add the service target. You can also add the service target to a group by creating a service target group.
      Description	Enter a description for the service target.
      Terms and Conditions	Define conditions for applying this service level target. Click the Build Expression link. Enter a build expression to define your terms and conditions. For example, ‘Service’ = “AWS”. If you have configured the qualification builder view in advanced settings on the data source, in the qualification builder, define the terms and conditions by adding the fields, operators, and values. The values for the Category Tier fields are populated based on the company that you have selected. Important: If there is an active domain, only the values for the Category Tier 1 field from that domain are displayed. Example: In the qualification builder, if you add the Priority field, add the equal to operator, and select Critical as a value for the Priority field, the value in the terms and conditions field is 'Priority'="Critical". If you have not configured the qualification builder view, type the terms and conditions manually. Example: Manually add the conditions 'Priority'="Critical" in the text box. When the terms and conditions along with the Start When qualification defined in the Measurement section is met, the service target is applied to an incident.

   2. In the Goals pane, configure the response time and time segments for the service target.

       Description of fields in the Goal section

      Attribute	Field	Description
      Goal Time	As configured on data source	Select this option if you have configured dynamic goal time or dynamic end time in the advanced settings on the data source.
      	Days	If you have not configured a dynamic goal in the advanced settings of the data source, or not selected the As configured on data source option, define the goal time by using the Days, Hours, and Minutes fields. Valid range of values: Days: 0 to 365 Hours: 0 to 23 Minutes: 0 to 59
      	Hours
      	Minutes
      Business Entity	As configured on data source	Select this option if you have configured dynamic business entity in the advanced settings on the data source.
      	Select Business Entity	Select the Business Time Shared Entity that you want to apply to this service target. This list displays all the active business time entities defined. Important: This selection overrides the Dynamic Business Entity.
      Start Time	As configured on data source	If you have defined a dynamic start time in the advanced settings on the data source, select this option to use the dynamic start time. If the dynamic start time is not defined, the default value is the time the incident was created. When the Start When qualification along with the terms and conditions are met, the service target is applied to an incident.

   3. In the Measurements pane, configure measurement criteria for the service target.

       Description of fields in the Measurement section

      Field	Description
      Start When	Define the condition to start service target calculation. When the terms and conditions set in Goals, along with the Start When qualification is met, the service target is applied to an incident. Click the Build Expression link. If you have configured the qualification builder view in advanced settings on the data source, select the values in the fields to define the start condition. The values in the Category Tier fields are populated based on the company that you have selected. Important: If there is an active domain, only the values in the Category Tier 1 field only from that domain are displayed. If you have not configured the qualification builder view, type the Start When condition manually. Example: If you select In Progress in Incident Status, the condition is 'Incident Status'="In Progress".
      Stop When	Define the condition to stop the service target calculation. Click the Build Expression link. If you have configured the qualification builder view in advanced settings on the data source, select the values in the fields to define the stop condition. The values in the Category Tier fields are populated based on the company that you have selected. Note: If there is an active domain, only values in the Category Tier 1 field from that domain are displayed. If you have not configured the qualification builder view, type the Stop When condition manually. Example: If you select Resolved in Incident Status, the condition is 'Incident Status'="Resolved".
      Pause When	Define the condition to pause the service target calculation. When this condition is met, the service target calculation is paused, and restarted when the condition is no longer valid. Click the Build Expression link. If you have configured the qualification builder view in advanced settings on the data source, select the values in the fields to define the pause condition. The values in the Category Tier fields are populated based on the company that you have selected. Note: If there is an active domain, only values in the Category Tier 1 field from that domain are displayed. If you have not configured the qualification builder view, type the Pause When condition manually. Example: If you select Pending in Incident Status, the condition is 'Incident Status'="Pending"
      Set Warning Status At (% of Goal)	Enter the percentage of goal time after which the status of the service target changes to Warning. Default value: 50 %
      Reset Goal for Same Request?	Select Yes if you want to reset the goal after the reset condition is met.   This option is enabled only if you have configured the reset goal condition in the  advanced settings on the data source .
      Allow Measurement to Reopen?	Select Yes if you want to reopen this service target. The measurement continues from the state in which it was last closed.
      Enable Team Tracking	Select to track the time taken by various teams working on the incident. This option is enabled only if you have defined the assigned groups when configuring advanced settings on the data source .

   4. In the Milestone Information pane, configure the milestones for the service target. 
      You can assign actions to out-of-the-box milestones or create new milestones and actions.  

       Description of fields to create new milestone

      Field	Description
      Execute when	Select a milestone type.
      At % of goal (Enabled only if you select Percentage of goal time from start or Percentage of goal time from end)	Enter the time elapsed in percentage from the start or before the end of the measurement. Example: 20 percent of a 5-hour goal time before the end. This milestone is triggered one hour before the end of the measurement.
      At hours and minutes (Enabled only if you select Hours and minutes from start or Hours and minutes from end)	Enter the time in hours and minutes from the start or before the end of the measurement. Example: 3 hours 15 minutes from the start time. This milestone is triggered 3 hours 15 minutes from the start of the measurement. This milestone is triggered even if the goal is less than three hours.
      Execute If	Click the Build Expression link to specify the condition to trigger the milestone actions. Example: 'Status' < "Resolved"

   5. Configure milestone actions for the service target.

       Description of fields to configure an alert or email notification

      Field	Description
      Delivery Method	To receive notifications by email, select Email. To receive notifications by clicking the bell icon in the application, select Alert. Note: You can configure only one default delivery method for a milestone notification. This method takes precedence over the method that is specified for an agent and in the notification template that you associate with the milestone action.
      To	If you select Email as the delivery method, from the Select Field list, select the fields that contain the recipient details. You can also type the email addresses in the text box. You can enter multiple email addresses separated by a semi-colon ( ; ). If you select Alert as the delivery method, from the Select Fields list, select the fields that contain the recipient details. You can also type the recipient names in the text box.
      Notification Template	This list displays global and company-specific templates. From the Select Notification Template list, select the notification template.

       Description of fields to configure Set Fields action

      Field	Description
      Fields	Select the fields in which you want to set the values after the milestone notification is triggered.
      Value	Type the value that you want to set in the field selected in the preceding step.

4. Click Save.

After specifying the service targets, select the Service Cloud Dashboard feature from the BMC Helix Multi-Cloud Broker configuration guide. Based on the integration technology that you select, complete the tasks that are listed.

After setting up the dashboard, you can start tracking status and viewing metrics for the services that you are using.

To display notifications from your cloud service provider

If supported by your cloud service provider, subscribe to email notifications about service health and status. Use the email address that you specified while registering for BMC Helix Integration Studio. When your cloud service provider sends a status update, the Receive Service Notification flow is triggered in BMC Helix Integration Studio and the data is stored in a service record definition in BMC Helix Multi-Cloud Broker. The Service Dashboard is then updated by BMC Helix Multi-Cloud Broker to display the latest notifications. See details of the Receive Service Notification flow.