Managing Policies › Rules and Actions › Rule Planning

Rule Planning

Consider the following points when setting up rules and actions:

• Which VMs, servers, and services do you want to analyze?
• What actions do you want to take when CA Server Automation discovers violations?
• Which rules can be generic and which ones should be specific? Carefully consider the impact on your environment when planning generic rules that include scripts or batch files.
• Which metrics are you interested in evaluating?
• How many times should a rule be breached before an action is triggered? Consider that excessive executions of actions have a negative impact on performance in your environment.

  Note: Actions that specify a help desk approval requirement cannot be used for action scheduling. If you need the same action for a scheduled action, create a second action that does not include the help desk approval requirement.