Setting up and going live

As a tenant administrator, use these steps to register, activate, and set up your BMC Helix AIOps environment.  

After these steps, other users can use the BMC Helix AIOps console to complete tasks according to their roles.  

Related topics

BMC Helix Subscriber

Product-overview

Learn about the high-level process of setting up and going live with BMC Helix AIOps as a tenant administrator in the following video (1:58):

icon_play.pngWatch the YouTube video about the overview of setting up and going live with BMC Helix AIOps.

Task

Action

Reference

1.

Register with BMC and activate BMC Helix Portal.

  1. Complete the BMC registration process.
    You receive an activation email that contains a link to activate your account and the tenant administrator user name. 
  2. Click the link and set the tenant administrator password.
    The tenant administrator is the first user who logs on to the product. This link for setting the password remains active for 120 hours only, after which it expires.

  3. Log on to BMC Helix Portal by using the tenant administrator user name and product URL received in the activation email.

    Important

    The email ID specified during registration is used by the BMC SaaS Operations team for all communication. Later, if you want to designate another user as the first user, contact the BMC SaaS Operations team.

    If you registered for a free trial, note that it remains active for 14 days only. During the trial, you get unrestricted access to all the capabilities available with the integrated products and common services.

    To extend the trial, to reactivate the trial after expiry, or for any other queries, contact BMC Support.

  4. Click the BMC Helix Service Monitoring tile to launch the BMC Helix AIOps console.

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.

    Important
    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 both.
  4. Click  Agree and submit. 

You can modify your consent for data collection at any time. For more information, see Modifying consent for data collection.

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.

Set up users and user groups, and assign specific roles to them.

User management functions are performed in BMC Helix Portal.

4.

Configure your data sources to ingest events, metrics, topology, vulnerabilities, logs, and traces from any of the BMC solutions or third-party products.

5.Set up the environment to leverage generative AI capabilities, virtual assistants, and AI-driven insights for faster incident resolution, change risk analysis, intelligent chat responses, and automated operations.Setting up your environment to leverage agentic AI capabilities in BMC Helix AIOps

6.

Enable AIOps features such as AIOps situations, also known as ML-based situations, root cause isolation of impacted services, service failure predictions, and vulnerabilities which help ensure that the health of your IT infrastructure remains in an optimal condition.  

7.

(Optional) Set a single timezone for all operators from BMC Helix Portal. 

By default, BMC Helix AIOps considers the browser's time zone. Specify the time zone for all users in BMC Helix Portal.

Configuring a time zone for your tenant

8.

Enable connection with BMC Helix Intelligent Automation to be able to create, request, or run automation by using BMC Helix Intelligent Automation to remediate events and situations. 

9.

 

Configure the Proactive Service Resolution solution in  BMC Helix Intelligent Automation to achieve incident noise reduction in BMC Helix ITSM by creating a single incident for a situation and all its events. 

10.

(Optional) If using ServiceNow Change Management, configure the connection between BMC Helix AIOps and ServiceNow by using .

All change requests associated with a service are displayed on the service details page.

Where to go from here

As an administrator, you can perform additional configuration steps to customize the application for your users. 

For more information, see Administering.

 

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