Integrating with CA APM › How to Integrate with CA APM › Create New Rules and Actions, if Applicable

Create New Rules and Actions, if Applicable

You may need to create new rule actions in CA Service Catalog to enable the integration with CA APM. As supplied, CA Service Catalog rules and actions can have only limited changes made by users. However, you can create new rules and actions, if required. For maximum efficiency, create new rules and actions by copying and modifying existing rules and actions. These steps illustrate how to copy and modify a predefined rule and its actions. You can optionally use these steps as a model to copy and modify other predefined rules and their actions.

To create new rules and actions

1. Log in to CA Service Catalog as a user with the Service Delivery Administrator role.
2. Click Administration, Tools, Events-Rules-Actions.

   The Event Types page appears, listing all CA Service Catalog events.

3. Click the Request/Subscription Item Change event.

   The Event Type Details page appears, listing the rules for the Request/Subscription Item Change event.

4. Click the Copy icon for the rule that you want to copy and modify, for example, the rule named When Category is Hardware and Status is Pending Fulfillment. The Copy icon apears in the icon columns next to the Description field.

   A dialog appears prompting you to enter the name of the new rule.

5. Enter the new name and click OK.

   You return to the Event Type Details page. The new rule is added to the list of rules for the event.

6. Click the Edit icon (by default, a pencil) to edit the details of the rule, for example, its name, description, status, or event type.

   The Edit Rule page appears.

   1. Select Enabled in the Status drop-down list.

      The new rule is enabled. You must enable the new rule to activate it, because new rules are disabled by default.

   2. Update the remaining fields, as needed, to meet your requirements.

      Note: For details about modifying these fields, and for more information about modifying rules, see the Administration Guide.

   3. Click OK.

   You return to the Event Type Details page.

7. Click the new rule to open it.

   The Rule Details and Actions page opens.

   The rule details that you modifed earlier appear in read-only format.

   The actions for the rule also appear, so that you can view and modify them as needed: Actions that were enabled in the old rule are enabled in the new rule. Similarly, actions that were disabled in the old rule are disabled in the new rule.

8. Do one or more of the following, according to your needs:
   • Click the Add button on the Actions tool bar to add a new action to the rule.

     The Add Action page appears.

     Complete the fields on this page and click OK.

   • Click the Edit icon for an existing action to modify it.

     The Edit Action page appears.

     Update the fields on this page as needed and click OK.

   • Click the Copy icon for an existing action to create a new action based on the existing one.

     Enter the name of the new action when prompted and click OK.

     Edit the new action by clicking the Edit icon.

     Update the fields on this page as needed and click OK.

   Note: For details about modifying the fields for actions, and for more information about modifying actions, see the Administration Guide.

9. When you are finished modifying actions, click Done to close the rule.

   You return to the Event Type Details page.

10. Locate the original rule that you copied and click the Disable button; this button appears on the Rules bar.

    The rule is disabled. Disabling the original rule is important to help prevent duplicate rules and actions from being triggered.