Setting up and going live

BMC Helix Intelligent Automation is an automation aggregator that enables organizations to connect with automation tools of their choice and define policies to trigger remediation actions. BMC Helix Intelligent Automation is a subscription-based service available on BMC Helix Portal.


Related topic

BMC Helix Intelligent Automation service

Task

Action

Reference

1.

Register with BMC and activate BMC Helix Intelligent Automation

  1. Complete the BMC registration process and understand the subscription information.
    After you subscribe to the service, BMC sends an activation email that contains a link to activate your account and the tenant administrator user name. 
  2. Click Sign in to activate your account 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.

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 continue using the integrated products after the trial expires and for any other queries, contact BMC Support.

2.

Provide consent for data collection

When you log in for the first time as a tenant administrator, provide your consent for data collection in the Allow data collection for product improvement dialog box. By default, the data collection settings are disabled for a tenant administrator.

To provide your consent for data collection for all the users:


    1. To enable data collection for performance and product improvement, select Enable data collection for performance and product improvement.

    2. To enable data collection for marketing and outreach, select Enable data collection for marketing and outreach.

      Tip

      • To understand the types of data that are collected, expand Click for examples of the types of data we collect for performance and product improvement.
      •  To understand the ways in which the collected data is used, expand Click for examples of ways data may be used for marketing and outreach.
    3. (Optional) To enable data collection for your account, select Turn on data collection for my account for either performance and product improvement or for marketing and outreach or for both.
    4. Click Agree and submit. 
      You can modify your consent for data collection at any time. 
Consent at user level

If the tenant administrator has consented to data collection, the user will receive a notification.

Users can modify their consent for data collection at any time. For more information, see Viewing and modifying your profile information.

3.

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.

  2. Click the 

    BMC Helix Intelligent Automation

     tile.

4.

Understand user roles and permissions

The Automation Engineer and Automation Developer roles are available out-of-the-box. You may choose to add more users to this role depending on your requirement.

5.

Configure connectors available in BMC Helix Intelligent Automation

As an automation engineer, depending upon the automation tool or application that you want to connect with, configure the connectors.

After you configure a connector, all supported actions for the application are available to you while creating automation policies.

6.

View incoming requests for creating automation policies

View the request sent from BMC Helix AIOps to create automation policies in BMC Helix Intelligent Automation. These requests contain information about the open events in the event monitoring product.

7.

Create automation policies

Based on the incoming requests or events, create automation policies for configured connectors and add actions that get triggered based on the trigger conditions in the policy. When a policy runs, actions in the policy remediate events.

 

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