This documentation supports releases of BMC Helix Continuous Optimization up to December 31, 2021. To view the latest version, select the version from the Product version menu.

Managing entity filters

Entity filters are used to restrict an analysis or model to a subset of all available entities, which can be manually selected or automatically evaluated at runtime based on the provided search string.

Entity filters can be useful when you wish to analyze data coming from different domains, as they allow you to select systems and business drivers located in any domain. For ease of use, when creating a new entity filter you can always choose to restrict the search to the current domain.

Related topic

Filters

The following video (3:55) illustrates how to create a static entity filter (based on tree) and dynamic entity filter (based on search criteria) in the workspace. You can use the entity filters in the analyses and models that you create.

Information

This video describes the functionality of TrueSight Capacity Optimization, but it is valid for BMC Helix Continuous Optimization too.

icon-play.png  https://youtu.be/USuNmbMncr0

To create an entity filter

To add a global entity filter:

  1. Navigate to Workspace > Domains, Services & Applications > Filters and click Add > Add entity filter.

  2. In the Add a new entity filter page, enter the following information:

  3. Click Save.

Creating an entity filter from a search

You can create an entity filter starting from a search performed using the Search box, as described in Searching-for-entities.

To create an entity filter based on this search, click Save as new entity filter in the search results page. Enter the following details:

  • Name: Name of the new entity filter.
  • Description: Brief description of the filter.
  • Domain: Choose the domain to which the search should be restricted (by default, All Domains).
  • Save as: Choose how to save the entity filter (static or dynamic).
    • All systems and business drivers contained in the current search results: The entity filter will be static, that is the search results will not be automatically re-evaluated and the current search results will be used.
    • Search string: The entity filter will be dynamic, that is the search results will be automatically re-evaluated at every execution of the analysis.
  • Access rights: Set the access rights for the search (only if you are saving the entity filter as Search string).
    • Use current user (admin) access rights
    • Use authorization profiles: Select the authorization profiles that can use this search.

To edit an entity filter

To edit a filter, click Edit edit_icon.png at the end of the row corresponding to the entity filter you wish to modify in the Filters page, or click Edit found in the filter's detail page.

The edit form is identical to the add form. Make the required changes and then click Save to confirm.

Additional information

If the filter is in use, a warning may appear informing you that any changes will affect analyses and models that use it.

To delete an entity filter

Note

Before deleting an entity filter you must check that it is not used by any analysis or model.

You can delete a filter in two ways:

  • Access the Filters page and then clickdelete.png at the end of the row of the entity filter you wish to remove.
  • Access the filter's detail page and then click Delete.

To copy or move an entity filter

You can copy or move an entity filter to another domain clicking the Copy or Move on the filter's detail page; you will be prompted to specify the destination domain, as shown in the figure below:

move.png