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Assignments and Tuning
Management templates provide a complete management solution for an application or service. To start monitoring an application or service, you must assign and deploy the appropriate management template to instances of the CIs comprising the application or service.
Users who have not purchased the HPE Monitoring Automation for Composite Applications add-on license cannot create management templates, but should use the same process and assign all required aspects individually to the CIs to be monitored and deploy these instead. Management templates, aspects and policy templates are called configuration objects.
Tip It is possible to assign policy templates directly, but to obtain a more flexible monitoring solution that is easier to maintain, HPE recommends using management templates or aspects.
Administration > Monitoring > Assignments and Tuning
Alternatively, click Assignments and Tuning.
Learn more
An assignment defines which instance of a CI is to be monitored against the values defined for the corresponding CI type referenced in a management template or aspect.
There are two different methods for creating assignments:
-
Manual Assignment
When creating manual assignments, you manually select the CI to be monitored using the management template or aspect from a list of compatible objects.
-
Automatic Assignment
You can define automatic assignment rules; if a CI is modified or newly discovered, Monitoring Automation automatically evaluates any auto-assignment rules defined for its CI type.
If an automatic assignment rule evaluates to true, Monitoring Automation automatically assigns the items specified in the rule to the modified or newly discovered CI, and starts the corresponding deployment jobs.
There are several locations in the user interface where assignments can be created, deployed and managed:
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You can create and deploy manual assignments for management templates, aspects, and policy templates using the Assignments and Tuning screen.
You can create automatic assignment rules using the Automatic Assignment Rules screen.
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You can view automatically created assignments for management templates and aspects in the Assignments and Tuning screen.
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You can assign management templates and aspects directly from the Management Templates and Aspects screen.
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You can assign policy templates directly from the Policy Templates screen.
- You can manage the deployments jobs generated by assignments using the Deployment Jobs screen.
Each management template is designed using a topology view, which selects all the CIs for a particular application or service from the Run-time Service Model (RTSM). A topology view selects the CIs based on their CI type and their relations with other CIs of other types. One CI type in the topology view is the management template's root CI type. A management template can only be assigned to CIs of a CI type corresponding to its root CI type or a subtype thereof.
For example, the following graphic shows a topology view that selects CIs of the type Business Application, and related CIs of the types Application Server, Database, and Computer. A management template with the root CI type Business Application can only be assigned to CIs of the type Business Application (or a subtype), but would also monitor other CIs in the view.
Depending on the configuration of a management template, you may be able to define values for various parameters when you assign the management template to a CI. Parameters may give you the opportunity to customize monitoring behavior (for example, to define the monitoring interval), or to provide values that are required to enable monitoring (for example, user names and passwords).
When you assign and deploy a management template to a CI, OMi identifies the CI instance you want to monitor with the management template or aspect, and deploys the monitoring configuration to the relevant HPE Operations Agents.
After OMi deploys the monitoring configuration, you can change the parameter values for that assignment to tune the monitoring behavior. When you tune parameter values, OMi sends just the new parameter values to the relevant HPE Operations Agents.
If two different management template/aspect assignments contain different versions of the same policy template, the assignment with a higher policy template version is deployed (this is due to the fact that HPE Operations Agents can only handle one version of a policy template). The removal of the assignment containing the highest policy template version triggers the deployment of a previous template version contained in another assignment.
Example: An older version of an Oracle management pack contains a management template assignment Essential Oracle Monitoring
with the aspect Monitor Availability
version 1.0
. A newer Oracle management pack is created that contains a management template assignment Essential System Monitoring
with the same Monitor Availability
aspect that has a higher version number (1.1
).
The assignment containing the latest aspect version is deployed while the other one is ignored. If the assignment containing the management template Essential System Monitoring
with the aspect version 1.1
is removed, the assignment containing Essential Oracle Monitoring
with an older aspect version (1.0
) will be used instead.
If two different management template/aspect assignments contain the same parameters with different values, the parameter values of the assignment that was created or modified last will be used.
If the assignment you try to create already exists, the Assign and Deploy wizard displays a message asking if you would like to overwrite the existing assignment. If you would not like to overwrite the existing assignment, you can close the wizard and enhance the assignment with a new instance parameter, while also maintaining the existing instance parameter. For more information on instance parameters, see Instance Parameters.
You can disable assignments if it is necessary to stop monitoring the CI temporarily. Alternatively, if you no longer want to monitor a CI with a particular management template, you can delete the assignment (this applies to direct assignments only). When you delete an assignment, OMi removes the monitoring configuration from the relevant HPE Operations Agents.
Before starting the monitoring process, you may want to tune the values against which the CIs are monitored.
Tuning overrides the values set at lower configuration levels and allows you to fine-tune a selected subset of monitoring parameters to the environment in which your application or service operates while maintaining all presets defined in corporate and system monitoring standards.
For details on tuning, see How to Tune Parameter Values for Existing Assignments.
If newer versions of a management template, aspect, or policy template exist, you can update the related assignments to contain any existing version. Note that only the assignments for one assigned item can be updated in one step. If you select the assignments of different assigned items, the update operation is disabled.
Note If required, you can also update the assignments to any existing version of a management template, aspect or policy template, not necessarily to the latest one.
In addition, you can get an overview of all assignments that do not contain the latest version of the assigned item and may therefore require an update by choosing to display a list of items that require an update.
For more information, see How to Update Assignments.
While the monitoring process is active, you can manage deployment jobs in the Deployment Jobs page. For more information, see Deployment Jobs.
In development or testing environments, you can use policy template assignment synchronization to import a node's policy template assignments and policy templates to OMi. The synchronization creates assignments of the imported policy templates to the node.
The assignments may become inaccurate in the following situations:
-
After a policy is manually installed or removed on a node.
-
After a policy is disabled or enabled locally on a node.
-
In an environment with multiple servers, after a different server changes the policies on a node.
The first time the synchronization runs all policies that are installed on the node are uploaded to OMi and displayed in the Policy Templates list. The next synchronization uploads only updates.
The policy types supported by OMi (for example, policy templates for HPE Operations Agent, SiteScope, and ArcSight Logger) are synchronized, including any parameter values and instruction texts used within the templates.
The policy types not supported by OMi (for example, server and event correlation policies) are also synchronized but their policy type is marked as "Unknown". The assignments of policy templates of the "Unknown" type can be deleted and listed, but any other operations on them are disabled.
Policy synchronization does not synchronize aspect and management template assignments, for example:
-
If a policy template that is assigned by an aspect is removed from a node, the synchronization marks this policy template assignment as disabled. Aspect and management template assignments are not removed. Changing or redeploying the corresponding aspect or management template assignment redeploys the policy template to the node in a disabled state.
-
If a policy template that is assigned by an aspect or a management template is migrated to another OMi server, the synchronization creates direct assignments to the policy template on that server. Aspect or management template assignments are not created.
If an aspect or management template is assigned that contains the synchronized policy template assignments, the synchronized direct policy template assignments are removed.
-
If a policy template that is assigned by an aspect or a management template is disabled on a node, the synchronization synchronizes the state of the policy template. The result is the same as if the policy template assignment were disabled in the Assignments & Tuning page.
If a policy template with the same name and version but a different ID already exists in the OMi database, a new policy template with a new name is created. If a template with the same name but a different version and a different ID already exists, a new version of the template will be created.
Note The synchronization of the policy template assignments imports the policies installed on a node but the associated instrumentation is imported as a placeholder only. The templates having such instrumentation cannot be assigned or added to aspects before placeholders are replaced by a real instrumentation (this can be done using the ConfigExchange command-line interface or the content manager).
Do not use this method to migrate policies from another server. Use ConfigExchange instead to import the policies with the associated instrumentation from OM. Alternatively, use content packs to exchange policy templates and instrumentation between multiple OMi instances.
Tasks
-
In the Browse Views tab of the View Browser, select a view that contains the CIs that you want to monitor. The discovered CIs matching the CIs in the view are listed in the View Browser. Alternatively, use the Search tab to find a CI.
-
In the list of CIs, click the CI that you want to monitor. The Assignments pane shows details of any existing assignments for that CI.
If you select no CI, or if you select the view in the View Browser, the list of assignments shows all direct assignments of all CIs in the view. If you select multiple CIs, nothing is shown.
-
Click New Assignment and select the appropriate option:
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Assign Management Template to assign a management template to the selected CI.
-
Assign Aspect to assign an aspect to the selected CI.
-
Assign Policy Template to assign a policy template to the selected CI.
The Assign and Deploy wizard opens at Select Item to Assign, which has a list of items that can be assigned to the CI type of the selected CI.
-
-
Select the configuration object to be deployed, and, if necessary, the appropriate Version. Click Next to go to Required Parameters.
Note If there are no mandatory parameters that require editing for this assignment, you are automatically taken to the Parameter Summary screen.
-
Step Required Parameters lists all mandatory parameters in the management template that do not yet have a value. As they are mandatory, however, all listed parameters must be given a value before the management template can be deployed.
To change a parameter, double-click it, or select it in the list and click Edit.
-
For standard parameters, the Edit Parameter dialog opens.
To set a specific default parameter value, specify Value in the range that is valid for this parameter. This value overrides any default values defined in the configuration object.
To use the default value from the configuration object, select Use Default Value.
-
For instance parameters, the Edit Instance Parameter dialog opens.
Add instance values and specify dependent parameter values for each instance value.
Click OK.
When finished, click Next to go to Parameter Summary or Finish to deploy the configuration object and close the wizard.
-
-
Optional. In the Parameter Summary step, you can specify a value for each parameter at the deployment level. This value overrides any value defined on a lower level.
To change a parameter, double-click it, or select it in the list and click Edit.
-
For standard parameters, the Edit Parameter dialog opens.
To set a specific default parameter value, specify Value in the range that is valid for this parameter. This value overrides any default values defined in the configuration object.
To use the default value from the configuration object, select Use Default Value.
-
For instance parameters, the Edit Instance Parameter dialog opens.
Add instance values and specify dependent parameter values for each instance value.
Click OK.
When finished, click Next to go to Configure Options, or click Finish to deploy the management template and close the wizard.
-
-
Optional. In step Configure Options, clear the Enable Assignment(s) check box if you do not want to enable the assignment immediately. (You can enable assignments later.)
-
Click Finish to save the changes and close the wizard. The aspects in the management template are assigned to and deployed on the selected CI, as notified by the system. If Enable Assignment(s) was checked, any policy templates contained in the management template are activated on the appropriate agents. Click OK to close the notification.
OMi creates deployment jobs to transfer the monitoring configuration to the nodes. After a policy template has been deployed, the OMi server specified in the Default Virtual Gateway Server for Data Collectors URL infrastructure setting becomes the owner of the policy on the node.
If a deployment job fails an event is sent to OMi.
-
In the Browse Views tab, select a view that contains the CI for which you want to tune parameters. Alternatively, use the Search tab to find a CI.
-
Select a CI. The Assignments pane shows any existing direct or indirect assignments for that CI.
-
Double-click the assignment for which you want to tune parameters or click Tune Assignment. The current parameter values are shown as Assignment Details.
- Double-click the parameter you want to tune.
-
For standard parameters, the Edit Parameter dialog opens.
To set a specific default parameter value, specify Value in the range that is valid for this parameter. This value overrides any default values defined in the configuration object.
To use the default value from the configuration object, select Use Default Value.
-
For instance parameters, the Edit Instance Parameter dialog opens.
Add instance values and specify dependent parameter values for each instance value.
Click OK.
-
Repeat the previous step for all parameters that require tuning.
OMi sends the new parameter values to the relevant HPE Operations Agents.
To update the existing assignments to a newer version of a management template, aspect, or policy template:
-
In the Browse Views tab, select the CI you want to update the existing assignment(s) for. Alternatively, use the Search tab to find the CI.
The Assignments pane shows any existing direct and indirect assignments for the selected CI. Note that you can only update direct assignments. To update indirect assignments, you must update the direct assignment that triggered the indirect assignments.
-
Right-click the assignment you want to update and select Update Assigned Item from the drop-down menu. Alternatively, click Update Assigned Item. The Update Assigned Item wizard opens at Update Options.
- Select the version you want to update the assigned item to (by default, the latest version of a management template, aspect, or policy template is preselected) and specify one of the following options:
-
To use the parameter values from existing assignments, select Use parameter values from existing assignments.
-
To use default parameter values from the new monitoring template, aspect or policy template version, select Use default parameter values from version selected above.
-
Click Next to go to Required Parameters. If you selected Use parameter values from existing assignments, only the new mandatory parameters that do not have a default value are listed. If you selected Use default parameter values from version selected above, all mandatory parameters from the selected version of a management template, aspect, or policy template that do not have a default value are displayed. These parameters must be edited before proceeding to the next step of the wizard.
To change a parameter, double-click it or select it from the list and click Edit. The Edit Parameter dialog opens. Make the required changes and click Next to go to Parameter Summary or Finish to save the changes and close the wizard.
If there are no mandatory parameters that require editing for this assignment, you are automatically taken to the Parameter Summary screen.
-
Optional. The Parameter Summary screen displays the following:
-
All new parameters if you selected Use parameter values from existing assignments.
-
All parameters from the selected version of the management template, aspect, or policy template if you selected Use default parameter values from version selected above.
Review the parameter values and make the required changes by double-clicking a parameter or selecting it from the list and clicking Edit.
-
For standard parameters, the Edit Parameter dialog opens.
To set a specific default parameter value, specify Value in the range that is valid for this parameter. This value overrides any default values defined in the configuration object.
To use the default value defined in the configuration object, select Revert to the initial assignment value.
Click OK to continue.
-
For instance parameters, the Edit Instance Parameter dialog opens.
Add instance values and specify dependent parameter values for each instance value. Click OK.
-
-
Click Finish to save the changes and close the wizard. The assignment is updated to the specified version of the assigned item.
Note The button switches between displaying the assignments that do not refer to the latest version of the assigned item and therefore require an update (Show Assignments That Require an Update) and all existing assignments (Show All Assignments).
-
Select the node CI for which you want to synchronize policy template assignments.
-
Click Synchronize Policy Template Assignments.
The server creates a deployment job to retrieve the assignments from the node.
To verify whether the synchronization process has been completed, click Refresh to refresh the list of assignments and view any updates.
Select a CI or an assignment and choose one of the available reports from the Generate Report menu to display a preconfigured report.
The following reports are available:
-
Generate Node Configuration Report: Provides the general information (such as the node name, the node operating system and IP addresses) for a selected node, as well as the information on the assignments for that node (it compares the monitoring configuration of the selected node with the current monitoring state).
The report also lists configuration problems and provides the related information.
-
Generate CI Configuration Report: Provides the CI-related information (such as a CI name, CI type and CI ID), as well as the information on the assignments for a selected CI.
-
Generate CI Configuration Report for all CIs in View: Provides the CI-related and monitoring information for all CIs in the selected view.
-
Generate Comparison Report: Compares the monitoring configuration of a selected CI with the monitoring configuration of all CIs (of the same type) in a view. The report displays only customized parameter values. Instance values are ignored if their dependent parameter values are equal.
-
Generate Assignment Report: (Available when one assignment is selected in the Assignments pane.) Provides assignment details and lists all CIs assigned to a selected management template or aspect.
Note You cannot generate assignment reports if you select a policy template assignment in the Assignments pane.
You can use Expand and Collapse buttons to expand or collapse the assigned CI information.
UI Reference
Note The Assign and Deploy wizard displays a maximum of 5000 CIs at one time. If more than 5000 items are available, a message shows the number of CIs left and you can refine the result by using the search dialog.
UI Element | Description | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Required Parameters List |
Step Required Parameters lists all mandatory parameters in the management template that do not yet have a value. As they are mandatory, however, all listed parameters must be given a value before the management template can be deployed. If all required values are specified, you can choose one of the following actions:
Note To access step Configure Options, click Next in this step, and Next again in step Parameter Summary. Not applicable when updating assignments. The toolbar provides the following controls:
To sort the list by the values in a particular column, click the column header. At the right side of the sort column the ascending ▼ or descending ▲ sort order indicator is shown. The parameter list has the following columns:
|
UI Element | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Parameter List |
Lists all parameters in the management template, aspect or policy template you are assigning to the configuration item. The toolbar provides the following controls:
To sort the list by the values in a particular column, click the column header. At the right side of the sort column the ascending ▼ or descending ▲ sort order indicator is shown. The parameter list has the following columns:
|
UI Element | Description | ||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Assignments |
Lists all assignments of management templates and aspects for the item selected in the View Browser: Note the following:
The toolbar of the list of assignments provides the following controls:
The list of assignments has the following columns:
|
||||||||||||||||||||||||||||||||||||||
Assignment Details— Parameters |
Parameters contained in the management template or aspect selected in the list of assignments.
Note Only parameters that can be resolved for the target CI of the assignment are listed. The toolbar provides the following controls:
To sort the list by the values in a particular column, click the column header. At the right side of the sort column the ascending ▼ or descending ▲ sort order indicator is shown. The parameter list has the following columns:
|
||||||||||||||||||||||||||||||||||||||
Assignment Details—Direct Assignments (Visible Only for Indirect Assignments) |
By default, the Direct Assignments list is collapsed. Click to expand the direct assignments, which are the assignments to the top level of the structure in which the selected assignment is contained. You cannot delete indirect assignments until the assignment that triggered the indirect assignment was removed. The direct assignments list helps you to identify where to start. |
UI Element | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Instance Values |
The toolbar provides the following controls:
|
||||||||||
Dependent Values |
Lists the dependent values for the instance value selected in the Instance Values list. The toolbar provides the following controls:
The list has the following columns:
|
UI Element | Description |
---|---|
Value | Select Value if you want to set a specific default value for the parameter in this assignment. If you select Value you must specify or select a value in the range that is valid for the parameter. The value you specify overrides any default values defined in the policy template, aspect, or management template. |
Revert to the initial assignment value |
The other choice offered is Revert to the initial assignment value. Select this option if you want to use the default value defined in the policy template, aspect, or management template. |
UI Element | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
List of Parameters |
Lists the parameters that can be tuned for the selected assignment. The toolbar provides the following controls:
To sort the list by the values in a particular column, click the column header. At the right side of the sort column the ascending ▼ or descending ▲ sort order indicator is shown. The parameter list has the following columns:
|
UI Element | Description | ||||
---|---|---|---|---|---|
Browse Views Tab |
First, select a view in the drop-down list. The view and the CIs with CI types occurring in the selected view are listed as a tree structure in the area below the list with the selected view as its root. You can take the following actions:
The toolbar provides the following controls:
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Search Tab |
Specify a string in the Name box, and click Search to search for a View or CI with the specified string in its name, or an attribute with a value containing the string. The search results table has the following columns:
|
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