Creating Rules from the KPI Instance Detail Page
The KPI Instance Detail page enables you to quickly create rules from a KPI instance on the KPI Instance Detail page. This type of rule is sometimes referred to as an instant rule. You can create rules regardless of whether a KPI instance already has rules. Remember that only users who are authorized to access the Rule List page can create rules as described in the following steps. For detailed information about rules, see
Defining Rules.
To create a rule from a KPI instance
1. On the KPI Instance Detail page (either graphical format or tabular format), click 
in the upper right corner and select Create Rule. The Create Rule page is displayed.
2. Type a name for the rule in the Name field.
3. Click the appropriate check box adjacent to the Apply To heading to indicate whether to apply the rule to all instances of this KPI or only to this instance.
4. If you want Optimize to send an alert to a designated user if the rule violates, select that user in the Send Alert To field.
Note:
The Send Alert To field is unavailable if the currently logged in user hasn't specified an e-mail address in the user settings.
5. If you want the rule to send a Web service action or an SNMP action, choose the appropriate action from the Action drop-down list.
6. In the Execute On field, select the appropriate check box to indicate whether to execute this rule on an aggregation interval (a KPI rule) or on every event (an event rule).
7. Make the appropriate selections using the radio buttons beside the Expression Type heading. The selection you make here works with the fields under the Condition heading that follows and enables you to specify the type of expression to be used with this rule. The Expression Type options are as follows:
Reading Value: Enables you to create a rule violation condition statement based on a user-selected comparator and value.
Normality: Enables you to create a rule violation condition statement based on values being one or two standard deviations above or below the mean value.
Trending: Enables you to create a rule violation condition statement based on a value that is trending up or down for a specified duration.
8. Complete the fields under the Condition heading to formulate the expression that determines the specific conditions under which the rule will fire. The fields available vary based on the selections you made under the Expression Type heading.
The following table describes the fields under the Expression Type heading.
For expression type | Complete these fields |
Reading Value | Choose a comparison operator from the Comparison drop-down list and specify a value in the Value field. The unit of measurement for the value of the KPI instance is determined when the event map is created. |
Normality | Choose the appropriate radio button. |
Trending | Choose either Trends Up or Trends Down and specify a whole integer of intervals in the Duration field. |
Note:
The Normality expression type is available only for aggregation-interval (KPI) rules.
9. To back-populate historical data for this rule, check Generate historical rule violations.
10. Click Save to create the rule.