User interface overview

BMC Helix Continuous Optimization, accessible from BMC Helix Portal, is a capacity management solution that gives you insights to optimize the use of your current IT resources and plan for future demands. The product offers a simple user interface with the View, Workspace, and Administration tabs. These tabs group similar actions and make it easier for users to accomplish their routine work. After you log in to the product, the Home page where you can access these tabs is displayed.

Additionally, personalize your user interface experience by specifying your preferences to view data.

View tab

As a capacity planner, you need timely and accurate visibility into system usage to guarantee optimal performance and maximize system uptime. To accomplish this, use capacity views to review and analyze the usage and performance of your infrastructure elements and services. With views, you can gain visibility into the capacity of the IT infrastructure in a physical, virtual, cloud, container, databases, storage, networks, and virtually any domain. For details, see Analyzing-your-infrastructure-data-by-using-capacity-views.

Additionally, use the migration simulation to evaluate the opportunity and cost-effectiveness of migrating servers (compute resources or VMs) that are hosted in your on-premises infrastructure to a public cloud or from one public cloud to another. For details, see Estimating the cost of migrating servers to the public cloud.

Workspace tab.png

Workspace tab

Use the Workspace tab to view and manage the collected data in domains, systems, business drivers, their hierarchy, and metrics. Additionally, you can perform the following actions:

Use Analysis to monitor system behavior and take the necessary actions.
Use models to evaluate historical data and simulate future scenarios.
Use reports and Helix Dashboards to share the report of relevant data with internal and external stakeholders.

For details, see Managing-and-analyzing-data-from-your-workspace.

Administration tab

Perform the following administrative activities to configure the product and enable it for users with different roles to accomplish their routine work:

Set up authorization profiles for role-based access control
View status page details to get the health of remote components
View maintenance page to perform the system maintenance tasks
Import data
Manage the data warehouse
Maintain ETL and System tasks
Manage data marts
Install and manage capacity views
Analyze the server resource usage

For details, see Administering.

Admin tab.png

User preferences

Set individual preferences to view and analyze data according to your convenience and requirements, as shown in the following image:

The following table describes the settings that you can set according to your preference:

Setting	Description
Date format	Uses the format you specify to display date values in the user interface.
Time format	Uses the format you specify to display time values in the user interface.
Number Format	Uses the format you specify to display numeric values in the user interface.
Default Analysis Name	The analysis name that you specify in this setting is used as the default name while creating an analysis.
CSV Column Separator	The delimiter character that you specify in this setting is used to separate data columns in the .csv file.
CSV Decimal Separator	The decimal separator that you specify in this setting is used to format numbers in the .csv file.
Administrator tasks	Displays the private analyses, models, and documents of other users available in the Works folder of the Workspace tab.
(Applicable only for charts on the Views* tab and Quick analyses) Charts Default Timezone*	Displays data in one of the following timezones that you select: Use the global timezone: Displays data in the time zone specified in the global setting. Learn more about global settings in Configuring-the-global-settings. Specified timezone: Displays data in the time zone that you select from the list. The time zone list is enabled only when you select Specified timezone. You can check whether the time zones in the list follow the Daylight Saving Time (DST): The Standard Time label on the time zones indicates that these time zones will not be affected by DST anytime during the year. The time zones without the Standard Time label follow standard time during the Fall season but will be affected by DST during the Summer season. For example, Argentina Standard Time indicates non-DST and Eastern Time indicates DST-affected time zones. Important: If a user specifies a time zone, it takes precedence over the time zone that you set globally.
Edit default mode	Displays the advanced settings in all editors.