Creating and managing Investigate studies

An Investigate study enables you to view the performance and resource utilization of selected systems by using the required metric group. You can save an Investigate study to view the performance and resource utilization in near real-time or for a selected period of time according to your requirement. You can also use a saved Investigate study to analyze the capacity-related issues in your environment.

For more information, see:

Workflow for creating an Investigate study

You can create an Investigate study in a simple three-step process.

To create an Investigate study

In the Helix Capacity Optimization Dashboard, select > Capacity > Investigate.
Click Create investigate study.
(Optional) In the domain filter, select the required domains to view the systems associated with these domains only.

About domains

A domain is a set of servers and business drivers that are related to each other. For each domain, ETLs poll the related servers and business drivers for data and store the collected data in the data warehouse.
1. Click the action menu next to No Domain Selected, and click Select Domain.
2. On the Select Domain page, select the required domains and subdomains and apply the filter. The system filter shows the systems that belong only to the selected domains.
  For more information about using the domain filter, see Using-filtering-options-in-the-Helix-Capacity-Optimization-Dashboard.
In the system filter, select the required systems that you want to include in the study.
Note
Unix/Linux systems and Windows systems do not have any common metric groups. Therefore, they cannot be selected together.
1. Click the action menu next to No System Selected, and click Select System.
2. On the Select System page, select the required systems and apply the filter.
Select the required metric group.
1. Click the action menu next to No Metric Group Selected, and click Select Metric Group.
2. On the Select Metric Group page, expand the metric group categories, and then select the required metric group.
3. Click Apply.
For more information about the available metric groups, see Capacity-Agent-metric-groups-and-metrics.
(Optional) Click to further filter the rows on specific metric values and add filter conditions.
1. Select the required metric to be used for filtering the performance and resource utilization data of the selected system.
  For example, a metric CPU Util can be used to filter the performance data of the selected systems and list only that data where CPU Util is greater than 50%.
2. Specify the appropriate values in the Operator and Value fields.
  
  Examples of operators and values
  
  For numeric data such as 'CPU Util', operators such as 'Equal to' and 'Greater than' are displayed.
  For string values such as 'Command', operators 'Contains' and 'Does not contain' are displayed.
3. To add more filters, click Add conditions and repeat these steps.
4. Click Apply.
  The operation might take a few seconds to retrieve data.
  A table with columns for various metrics of the selected metric group is displayed. By default, the table displays the available metrics for the last available time interval (the latest data point).
(Optional) To show or hide columns, select the action menu > Show/Hide columns that is located next to the table name. By default, some of the columns of the table are hidden.
In the All metrics pane, select the required column name. You can also type in the box to search and select the required metrics. The selected metrics are displayed in the Selected metrics pane. You can decide the order in which the selected metrics are displayed in the Investigate table. Drag and drop the column that you want to reorder. Alternatively, you can type the required order number in the Order field. Order number of all other columns will be automatically readjusted.
Click Save.
The Show/Hide preferences are user-specific and preserved across sessions.
(Optional) Specify the analysis period other than the last available interval.
1. Click the action menu next to Last Available Interval, and click Define Period.
2. Select a month, day, and time, and apply the changes.
Click Save study and do the following:
- Select an existing study group or create a new study group to associate the study.
- Specify a name for the study.
Click Apply.
The Investigate study is saved and displayed in the Investigate studies table. The Investigate study displays information, such as system name, time stamp, and other system-specific parameters. The time stamp displays the time according to the time zone of the Application Server and not according to the data source.

The following graphic shows the process of creating an Investigate study.

To modify an Investigate study

In the Helix Capacity Optimization Dashboard, select > Capacity > Investigate, expand the required Investigate study group, and then click the required study name.
OR
In the Helix Capacity Optimization Dashboard, select > Capacity > Investigate > study group name, and click corresponding to the required study.
To modify the time period for the Investigate study, click the action menu next to Last Available Interval, and use the Define Period time selector to specify a new time period for the Investigate study.
You cannot modify the domain, system, and metric group for the study.

Click Save study and edit the following details:

Field	Description
Study group	Select the required study group from the list. To add a new study group, click Add new group and type the required name for the study group.
Study name	Edit the study name to rename the study. To make a copy of the study, select Save as a new study.

The Investigate study is modified.

You cannot modify the studies that are created by other users. If you open a study created by a different user and save it, you are prompted to select a study group that you own and specify a study name. A copy of this study with the specified name is saved and added to the selected study group.

To delete an Investigate study

In the Helix Capacity Optimization Dashboard, select > Capacity > Investigate.
The Investigate page is displayed.
In the Investigate studies table, expand the required study group and select the study that you want to delete. The study page is displayed.
Besides the study name at the top, select : > Delete study.
A confirmation message is displayed.
Click Yes to confirm deletion.