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SmartTags

This article is part of Configuring the HPE Consumption Analytics Portal

2. Create
SmartTags

 

 

SmartTags are rules that enable you to enrich your usage and cost data with business information, and clean up inconsistencies in your data for better reporting. Each rule is triggered by one or more conditions based on your collected data, and performs one or more actions on that data. You can create a series of rules to make multiple changes to your data.

For more information about SmartTags rule conditions and actions, see the following topics:

Because rules are defined according to the fields available in a collection, a rule is always associated with a single collection. Every night after a collection is run, HPE Consumption Analytics Portal processes the SmartTags defined for that collection. 

The SmartTags page shows your collections, the SmartTags rules defined for each collection, and a Rules Preview table that enables you to see the effect of rules on your collected data. HPE Consumption Analytics Portal runs rules in the order they are listed in the table, top-to-bottom. When you select a rule, the table updates to show you the cumulative effect of that rule and its preceding rules.

For each rule, you define one or more conditions and one or more actions. As you build a rule, the Create Rule wizard shows a textual representation of that rule. For example:

Additionally, as you create a rule, the Rule Preview table displays a sample of your collected data. As you build a rule, the Rule Preview table is updated so you can see the actual impact of your rule before putting it into production.

SmartTagsRulePreview.png

Video overview

The following video helps you understand what SmartTags are, and how they can help you enhance your data:

Creating SmartTags rules

To create a rule

  1. In the Navigation pane, click SmartTags.The SmartTags page shows your collections.
  2. Select a collection to view and click Add New Rule
  3. In the drop-down list, select the position of the rule to appear in the list, for example, Before Selected Item, After Selected Item, and Add to End of List. The Create Rule wizard appears.
  4. On the Conditions page, define one more conditions for the rule, or click Next to skip the condition and go to step 5 to define an action. Note if you do not specify a condition, the rule always triggers.
    1. Under Select Conditions, select a condition type. A dialog box appears. See Conditions in SmartTags rules for more information about condition types and how to define those conditions.
    2. Specify details for the condition.
    3. To add another field as part of this condition, click Add New, and enter the required information for that field.
    4. If you defined multiple fields for this condition, toggle Match to define whether either Any or All of the fields you defined must be met for the condition to be triggered.
    5. Click OK. Your condition is added to the rule summary box.
    6. Repeat this step for any other conditions you want to add, and then click Next.
  5. On the Actions page, define one or more actions for the rule.
    1. Under Select Actions, select an action type. A dialog box appears. See Actions in SmartTags rules for more information about action types and how to define those actions.
    2. Specify details for the action, and then click OK. Your action is added to the rule summary box.
    3. Repeat this step for any other actions you want to add, and then click Next.
  6. On the Name page, enter a Name for the rule.
  7. Under Rule Status, toggle between Active and Inactive to run or skip the rule when your rule runs. 
  8. Click Save. The rule is added to the list of rules defined for the collection. Rules are run in the order they are listed in the Rule Defined table.
  9. To change the order of a rule, drag and drop the rule to the desired position or click the move icon SmartTagsMove_icon.png.

Running SmartTags rules

HPE Consumption Analytics Portal will run your rules automatically after the next nightly collection. When this happens, historical data remains unchanged. If you want to apply your rules to historical data, use the Run Rules Now function.

You need at least one rule to activate SmartTags.

To run rules now

  1. Click the gear icon SmartTagsGear_icon.png next to the collection with the rules you want to run, and select Run Rules Now.
  2. In the Run Rules dialog, select the Start Date and End Date for the span historical data you want to modify with your rules, and then click Run. HPE Consumption Analytics Portal immediately begins transforming your historical data according to your rules.

Enabling and disabling all SmartTags rules for a collection

If you want to enable or disable all SmartTags rules for a collection, you can toggle that option directly on the SmartTags page. Click the gear icon SmartTagsGear_icon.png next to the collection with the SmartTags rules you want to enable or disable, and then select Toggle Status.

Editing and deleting rules

To edit or delete a rule

  1. In the Rules Defined list, select the rule you want to edit or delete.
  2. Do one of the following:
    If you want to... Do the following
    Edit the rule

    Click the Edit icon RuleEdit_icon.png. The Edit Rules wizard appears. Select the condition or action you want to edit. Enter your changes and click Save.

    Activate or deactivate the rule

    Click the Activate/Deactivate icon RuleActivateDeactivate_icon.png to toggle between these states.

    Delete the rule Click the Delete icon RuleDelete_icon.png and then click Delete to delete the rule.

What to do after creating SmartTags rules

Create views that provide data in a concise dashboard of charts and reports, tailored for the specific needs of your users. For more information, see Views.

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