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Documentation - HPE Consumption Analytics

Creating 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.

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.

Also, the rule preview table is updated so you can see the actual impact of your rule before putting it into production.

CAP_smarttags_collection.PNG

 

Creating SmartTags rules

To create a rule

  1. Click SmartTags.in the left navigation.
    The SmartTags page shows your collections.
  2. Click the arrow at left to expand the collection you want to maintain. 
  3. Click Add New Rule at right, above the rules preview table. 
  4. In the selection list, click the position where you want the rule to appear in the list: Before Selected Item, After Selected Item, or Add to End of List

    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.


    The Create Rule wizard displays: 
    CAP_smarttags_rule_create.PNG

  5. On the Conditions page, define one more conditions for the rule, or click Next to skip the condition and go to step 6 to define an action.

    If you do not specify a condition, the rule always triggers.

    1. Under Select Conditions, select a condition type.
      The Conditions dialog box displays.
    2. Specify details for the condition.

      See Conditions in SmartTags rules for details about condition types and how to define conditions.

    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 between Any and All to define whether either any or all of the fields you defined must be met to trigger the condition. 
    5. Click OK to add your condition to the rule summary box.
    6. Repeat this procedure for any other conditions you want to add.
    7. Click Next.
  6. On the Actions page, define one or more actions for the rule.
    1. Under Select Actions, select an action type.
    2. Specify details for the action.

      See Actions in SmartTags rules for details about action types and how to define actions.

    3. Click OK to add your action to the rule summary box.
    4. Repeat this procedure for any other actions you want to add.
    5. Click Next.

      The Rule Preview section at the bottom of the SmartTag page updates when you click Next so you can review your changes in the preview before saving.

  7. On the Name page, enter a Name for the rule.
  8. Toggle Rule Status between Active and Inactive to either run or skip the rule when you run rules.

    Setting to Active allows your rule to be in effect for future data, to reflect your SmartTag settings.

  9. Click Save to add the rule to the list of rules defined for the collection.

If you need to change the position of a rule in the list, you can drag and drop it to the desired position.

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.  Rules are run in the order listed.

CAP_smarttags_rule_run.PNG

To run rules now

  1. Click the ellipsis next to the collection with the rules you want to run, and select Run Rules Now.
    The Run Rules dialog displays:
    CAP_smarttags_rule_run_popup.PNG

  2. Select the Start Date and End Date for the span historical data you want to modify with your rules.
  3. Click Run.
    HPE Consumption Analytics Portal immediately begins transforming your historical data according to your rules.

HPE Consumption Analytics Portal runs rules in the order they are listed in the table, top-to-bottom. When you select a rule, the rules preview table updates to show you the cumulative effect of that rule and its preceding 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.

To enable/disable all SmartTags rules for a collection

  1. Click the ellipsis next to the collection with the SmartTags rules you want to enable or disable.
  2. Select Toggle Status.

Editing and deleting rules

You can edit or delete a SmartTags rule for a collection.

To edit or delete a rule

  1. Select the rule you want to edit or delete.
  2. Do one of the following:
     
    If you want to... Do this
    Edit the rule
    1. Click the Edit icon to display the Edit Rules wizard.
    2. Select the condition or action you want to edit.
    3. Enter your changes and click Save.
    Activate or deactivate the rule Click the Activate/Deactivate button to toggle between these states.
    Delete the rule
    1. Click the trash can icon.
    2. 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 Working with the default pages.


Path navigation

If you want to return to the showback setup process path, but the path isn't displayed at the top of this page, click the following link to rejoin it at the next step: Managing reports.