---
description: How to configure the connection to a storage endpoint with Storage Analyzer KM from BMC Helix Operations Management.
---

# Configure Storage Analyzer

On this Page

- [Configure Storage Analyzer](#configure-storage-analyzer) 
  
    - [Create a Storage Analyzer Policy](#create-a-storage-analyzer-policy)
    - [Configure the Storage Analyzer Monitor Properties](#configure-the-storage-analyzer-monitor-properties)
    - [Configure Alert Messages Settings](#configure-alert-messages-settings)
    - [Disable Missing Device Detection](#disable-missing-device-detection)
    - [Edit a Monitoring Policy](#edit-a-monitoring-policy)
    - [Create and Manage Alarm and Event Policies](#create-and-manage-alarm-and-event-policies)

> This chapter explains how to configure a connection to a supported endpoint to monitor and report storage performance and capacity metrics.

> For practical monitoring examples and configuration guidance, see the **BMC Helix Operations Management** articles in the [Sentry Software Knowledge Base](https://kb.sentrysoftware.com/tags/bmc-helix-operations-management).

## Create a Storage Analyzer Policy

Policies enable administrators to deploy configurations on PATROL Agents and monitoring solutions, such as **Storage Analyzer**, in an automated way. Policies are designed to define and configure monitoring criteria and apply them to selected PATROL Agents. The configuration criteria are automatically pushed to the PATROL Agents on which the policy is applied.

To create a monitoring policy:

1. Log on to the **BMC Helix Operations Management** console.
2. From the top menu, expand **Configuration** and select **Monitor Policies**.
3. In the **Monitor Policies** menu, click **Create**.
4. In the **Create Monitoring Policy** page, specify the monitoring policy properties.

### Step 1 - Define the General Properties

| Property | Description |
| --- | --- |
| Name | Enter the name of the policy. The policy name must be unique. In an environment with tenants, the policy name must be unique for a single tenant. It is a mandatory field. |
| Description | (Optional) Provide a brief description about the policy. |
| Associated User Group | Provide the name of the user group that is associated with the PATROL Agents as defined in the Authorization Profile or in the PATROL Agent ACLs. The policy is applicable to these PATROL Agents. |
| Share with User Group | Specify whether this policy is to be shared with the users across the associated user group or not. This property can be viewed in READ-ONLY mode by other users of the associated user group. Only the owner of the policy can modify this property. |
| Precedence | Priority of the policy. Based on the precedence number that you configure, the configuration is applied to the PATROL Agents. Refer to BMC Helix documentation for more information about precedence. |
| Enable Policy | Indicates whether the policy is enabled or disabled. By default, the policy is enabled. If you disable a policy when you create it, the policy configurations are not applied to the PATROL Agents. If you disable any existing policy, the policy configurations are removed from the PATROL Agents where the policy was applied. |

### Step 2 - Select the PATROL Agents

Define conditions to select the PATROL Agents on which you want to apply the policy:

1. Select a property.
2. Select an operator to create the condition. The available operators depend on the property that you select.
3. Specify a value for the selected property.
4. (Optional) To add more than one condition, click the ![inline](./images/skm_helix_plus_sign.png) button, and perform the earlier steps.
5. (Optional) To group the conditions, use the parentheses and Boolean operators from their corresponding lists.
6. Click **Save** to validate the creation of the policy.

## Configure the Storage Analyzer Monitor Properties

Once the **Storage Analyzer** policy is created and configured, **Storage Analyzer** is loaded by the Agent. Then, the **Storage Endpoint Type** must be properly configured to start collecting performance and capacity data.

To configure the Storage Endpoint Monitor Type:

1. Create a policy or edit an existing policy.
2. Click the **Monitoring** tab.
3. Click **Add Monitoring Configuration** to configure the **Monitor Type** properties:
  
  ![Adding a Monitoring Configuration](./images/skm_helix_config_add.png)
4. From the **Monitoring Solution** menu, select **Storage Analyzer**.
5. From the **Version** menu, select the required version. The **Monitor Profile** and **Monitor Type** information are automatically selected.
6. Click **Add** in the **Storage Configuration** section to configure [monitoring](#monitoringsettings), [connection](#connectionsettings) and [advanced](#advancedsettings) settings for the endpoint you wish to monitor.

### Monitoring Settings

The **Endpoint Settings** section allows you to define the component you wish to monitor.

![Configuring an Endpoint Settings](./images/skm_helix_global_settings_endpoint.png)

In the **Endpoint Settings** section, provide the following information:

- **Internal ID**: Enter an ID that will identify the endpoint.
- **Hostname/IP Address**: Enter the hostname or the IP address of the endpoint you wish to monitor.
- From the **Storage Intelligence Adapter** drop-down list, select the adapter that matches the endpoint platform. This will determine which [Storage Intelligence Adapter](https://www.sentrysoftware.com/docs/storage-intelligence-library/latest/si-reference.html) **Storage Analyzer** will use to query and retrieve performance and capacity metrics from the endpoint. If **Other SI Adapter** is selected, enter the Storage Intelligence Adapter filename in the **Other Storage Intelligence Adapter** field below (the filename is case insensitive).
- **Hardware Monitoring**: Select to enable the monitoring of the hardware components for the selected storage platform via Hardware Sentry KM. This option is available only if the selected Storage Intelligence Adapter supports hardware monitoring. Refer to the [Storage Intelligence Library Reference Guide](https://www.sentrysoftware.com/docs/storage-intelligence-library/latest/si-reference.html) for details.
- (Optional) Enter the **FQDN** to associate the system with another endpoint in Helix. The FQDN uniquely distinguishes an endpoint from any other system and ensures that an endpoint monitored via their management cards or through controllers, for example, is appropriately identified.

**Storage Analyzer** comes with a library of Storage Intelligence Adapters (*.si files) describing how to discover endpoints and retrieve capacity and performance data for all their components. Make sure to have correctly installed the latest [Storage Intelligence Library](https://www.sentrysoftware.com/docs/storage-intelligence-library/latest/si-reference.html). When .si files are added, modified or removed in the `lib/si` folder of the PATROL Agent, **Storage Analyzer** detects the change within a minute and reinitializes automatically to take it into account.

### Connection Settings

The connection settings are mandatory to establish a connection between **Storage Analyzer** and the monitored endpoint.

![Configuring an Endpoint Connection Settings](./images/skm_helix_global_settings_endpoint_connection.png)

Provide the following information:

- Enter the **Username** and **Password**, or the **Token**, as required by the selected **Storage Intelligence Adapter**.
- Specify the **Port Number**. By default, the port is set to 5989. Refer to the [Storage Intelligence Library](https://www.sentrysoftware.com/docs/storage-intelligence-library/latest/si-reference.html) to find the default port number used by a specific system.
- For encrypted connections, check the **Encryption** option.

### Advanced Settings

The advanced settings allow you to fine-tune the monitoring settings of an endpoint to better suit your specific needs.

![Configuring an Endpoint Advanced Settings](./images/skm_helix_global_settings_endpoint_advanced_settings.png)

Provide the following information:

- **Discovery Interval**: **Storage Analyzer** periodically performs discoveries to detect new components in your monitored endpoint. By default, the solution runs a discovery every 60 minutes, but you can customize this interval to match your specific needs. Enter the frequency (in minutes) of the discovery process.
- **Polling Interval**: **Storage Analyzer** polls the monitored endpoint to collect performance and capacity data. By default, the polling interval for data collection is set to every 2 minutes. Enter the interval at which the solution must poll the monitored endpoint to collect data.
- **Engine Timeout**: Specify the time in minutes after which the engine should be stopped when querying the endpoint
- **Query Timeout**: Specify the time in minutes allocated to individual queries.
- **Disable Volume Monitoring**: Check this option to disable discovery and data collection for volumes on the endpoint. Volumes will no longer appear in the Console.
- **Hide Volume Instances**: Uncheck this option to create individual instances for each volume discovered on the endpoint. For performance and scalability reasons, it is recommended to keep this option enabled.
- **Disable Bucket Monitoring**: By default, all buckets are monitored. Check this option to disable the monitoring of buckets on the endpoint. Each bucket adds one request per collection, so the request count and the collection duration grow linearly with the number of buckets. On endpoints with many buckets, you may want to disable bucket monitoring or increase the **Polling Interval** above the default 2 minutes.

## Configure Alert Messages Settings

Configuring the **Alert Messages** consists in defining specific actions to be executed when a storage problem is detected, and customizing the way notifications are conveyed.

![Configuring Global Settings](./images/skm_helix_global_settings_alert_messages.png)

1. Expand the **Alert Messages** section in the **Storage Configuration > Global Settings** pane.
2. Define the alert action you wish **Storage Analyzer** to perform **Upon a Storage Problem** and **Upon a Collection Problem**:
  
    - A Specific PATROL Event (Default)
    - A STD 41 PATROL Event
    - No Event
3. The **Enable Annotations** option makes the solution annotate the parameter’s graph with a comprehensive report of the problem. Annotations are enabled by default. Uncheck the option if you do not want graphs to be annotated.
4. The **Write to This LOG File** option lets you to enter the path of a log file where **Storage Analyzer** will write information about the problem.
5. Click **OK** to save your settings.

## Disable Missing Device Detection

When hardware monitoring is enabled, both **Storage Analyzer KM** and **Hardware Sentry KM** may generate alerts for missing hardware components, such as disks, controllers, and ports.

To prevent duplicate alerts, you can disable missing device detection in **Storage Analyzer KM** and let **Hardware Sentry KM** handle these alerts.

> **Note:** This setting applies globally and deactivates all **Present** parameters in **Storage Analyzer KM**. It does not affect Missing Device Detection in **Hardware Sentry KM**.

To disable Missing Device Detection:

1. In the **Storage Configuration > Global Settings** pane, expand **Missing Device Detection**.
  
  ![Disabling Missing Device Detection](./images/skm_helix_global_settings_missing_device_detection.png)
2. Select **Disable Missing Device Detection**.
3. Click **OK** to save your settings.

## Edit a Monitoring Policy

1. Log on to the BMC Helix Operations Management console.
2. In **Configuration** menu, select **Monitor Policies**.
3. In the **Monitor Policies** page, locate the monitoring policy you wish to modify, click its action button ![inline](./images/skm_helix_action_menu.png) and click **Edit**.
4. In the **Edit Monitoring Policy** page, locate the monitoring configuration you wish to modify and click its action button ![inline](./images/skm_helix_action_menu.png) to access the monitoring options panel.
5. Customize the configuration.
6. Click **Save** to apply your changes to the selected PATROL Agent(s).

## Create and Manage Alarm and Event Policies

Refer to the BMC Helix Operations Management documentation to learn how to create and manage **Alarm Policy** and **Event Policy**.

> To learn how to receive and manage PATROL events generated by Sentry Software's KMs in BMC Helix Operations Manager(BHOM), read the [Handling PATROL Events Generated by Sentry KMs in BMC Helix Operations Manager](https://kb.sentrysoftware.com/kb/1268/) article on Sentry Software's Web site.