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Setting Up CA Performance Center › How to Set Up CA Performance Center

How to Set Up CA Performance Center

The only requirement for using CA Performance Center is adding supported data sources (data source registration). However, you can make other customizations to suit your environment and make reporting more useful.

We recommend the following workflow to set up CA Performance Center:

  1. Plan group structure and naming conventions. For more information, see Creating and Managing Groups.

    (Optional) Plan tenant structure and naming conventions. Tenants, which are used in MSP environments, let a single instance of CA Performance Center monitor multiple, discrete enterprises. For more information, see Creating and Managing Tenants.

  2. Plan the user accounts and roles that you need for CA Performance Center operators. For more information, see Creating and Managing User Accounts and Creating and Managing Roles.
  3. List the dashboards and menus suitable for each role. For more information, see Organizing Dashboards in Menus.
  4. Register data sources. For more information, see Register a Data Source.
  5. Configure an email server so that CA Performance Center users can send report pages as email messages. For more information, see Set the Email Server.
  6. Create SNMP profiles to pass security information to data sources that poll device MIBs. For more information, see Add an SNMP Profile.
  7. (Optional) Create business-hour definitions to differentiate reported data according to its impact on business activities. For more information, see About Business Hours.
  8. Create groups of managed items. For more information, see Create a New Group.
  9. Create roles, and assign menus to roles. For more information, see Add a Role.
  10. Create user accounts, and assign roles and permission groups to these accounts. For more information, see Add a User Account.
  11. Create menus containing dashboards for reporting. For more information, see Add a Menu.
  12. (Optional) Log in to each user account to test the level of access being granted to each user. For more information, see Proxy a User Account.
  13. (Optional) Create tenants to represent all customer enterprises. For more information, see Add a Tenant.
  14. (Optional) Add a custom logo to a tenant theme so that exported reports include your logo in the header. For more information, see Customize a Theme.
  15. (Optional) Set up event notifications. For more information, see Notifications.