Cloud Services

Cost & Asset Management

Dynamic resource groups
Published On Aug 26, 2024 - 7:14 PM

Dynamic resource groups

Define and grant specific budgetary and data visibility permissions to teams and users to navigate the CAM platform through Dynamic Resource Groups.
With Dynamic Resource Groups, you can define visibility or access control policies for teams and users. The context set for the Dynamic Resource Groups is matched against the context set for cost attribute visibility to determine if the user should see the cost attributes and what actions they can take in the
Cost & Asset Management
user interface (UI).
You can also find
Cost & Asset Management
resources and tag them for inclusion in a group. These resources are automatically added and removed from the group without manual intervention. The filter set that you specify and define which resources are covered by the Dynamic Resource Group.
There are two types of Dynamic Resource Groups:
visibility and budgetary
.
Users with the CAM Admin, Extended Admin, and Basic Admin roles create the Dynamic Resource Groups and can view them. Additionally, some roles can also view Dynamic Resource Groups:
  • Asset Analyst
  • Asset Manager
  • Cost Analyst
  • Cost Manager
  • Extended Viewer
  • Basic Viewer
These roles have access to the dashboards and can export reports.
Budget view and edit permissions are unavailable by default to any CAM roles.
The Budget Viewer and Budget Admin role from Core must be assigned to a team so that teams' users can create, update, and view budgetary Dynamic Resource Groups. Budget Viewer is required to display details in budgetary Dynamic Resource Groups.
Multiple roles can be associated with a team for their intended responsibilities. For example, the Budget Admin and Budget Viewer roles from Core and common services can be used along with the Cost Manager role for a team so that the team's users have the right permissions.
Provider tag creation permissions are also unavailable by default to any CAM roles.
For more information about User Management and setting up teams and users, visit our
User Onboarding Guide Section

Prerequisites

Only users with the CAM_Admin role can create, edit, and delete Dynamic Resource Groups. Before you start working with Dynamic Resource Groups, you must set up your teams with roles and assign your users to teams.
To learn more about navigating to the different services from each tenant, refer to Landing page navigation or Kyndryl Bridge Landing page navigation.
A table displays a list of the Dynamic Resource Groups that have already been created. If they have not been created, the table will be empty.
The Customer Total Cost filter set is the sample data set that is not applied to the Pricing policy. Do not assign an organizational role or a team role to a team.

User Management

Context and User Roles are defined in User Management. For more information about user roles and context, Go to
User Access
.
To set up the context of User Management:
  1. Log in as a user with CAM Admin and System Admin set.
  2. Create a team following the steps in the
    User Onboarding Guide Section
  3. Create a user following the steps on the
    User Access
    .
  4. After creating the user, associate the team with the context by clicking the main menu icon located at the right side of the screen next to the user name and click
    View Details
    . A new window opens, showing a list of Business Entities and a list of Values.
  5. Select
    Team
     as a business entity and click the
    check box
     next to it to associate the team to a specific context.
  6. Select the desired context from the drop down list under
    Values
     and click
    Save
    .

User Access in Application Dashboards

The user is given access to resource groups in the dashboards based on matching contexts between user management and dynamic resource group settings above:
  1. While creating a DRG, associate the team as
    Business Entity
      to the same context and value, on the
    Values
    As set in User Management above, the drop-down list is for appropriate user access.

Creating Dynamic Resource Groups

To create Dynamic Resource Groups, complete the following steps:
  1. As a CAM Admin, navigate to the Dynamic Resource Groups screen by clicking the
    Main Menu
      within your
    Tenant
    , and then select
    Dynamic Resource Groups
     from the
    Cost & Asset Management
     drop-down list.
  2. Click
    Create New
    . The Dynamic Resource Group detail screen is displayed.
  3. Select a
    Type
     to define the resource group being created.
    • Select
      Visibility
       to define the view on a specific set of data. You can add Dynamic Tags to the Dynamic Resource Group with this option.
    • Select
      Budgetary
      to define the set of data associated with a specific Budgetary unit. For more information on budget settings, go to Creating and Managing budgets
    The option to create a Dynamic Resource Group of type "Extended" in the application is part of a feature that is in progress and will not work if selected for now.
  4. Add a name for the new Dynamic Resource Group. A unique name must identify each Dynamic Resource Group. Click
    Next
    .
  5. In the
    Associate context
    , choose the Context and Budgetary Unit to add to the Dynamic Resource Group.
    • To add a Team, select
      Team
       on the drop-down menu under business entities and select the team from the
      Values
       drop-down menu. Click on the
      Associate
       box to associate the team with the Dynamic Resource Group.
    • To add an Organization, select
      Organization
       on the drop-down menu under business entities and select the desired organization from the
      Values
      drop-down menu. Click on the
      Associate
       box to associate the organization with the Dynamic Resource Group. Click
      Next
      .
  6. In the
    Set Filter
     section, select service providers, billing accounts, asset accounts, categories, services, provider tags, and any other filter type for the Dynamic Resource Group, and click
    Apply
     to apply changes. Then, click
    Next
    .
  7. On the
    Review
    In the section, check the Dynamic Resource Group created and its properties.
    • To go back to edit one of the previous sections, click the
      Previous
       button, located next to the
      Next
       button.
  8. Click
    Save
    . A message is displayed that states that the Dynamic Resource Group was created.

Updating Dynamic Resource Groups

To update a Dynamic Resource Group, complete the following steps:
  1. As a CAM Admin, navigate to the Dynamic Resource Groups screen by clicking the
    Main Menu
     icon within your
    Tenant
    , and then select
    Dynamic Resource Groups
     from the
    Cost & Asset Management
     drop-down list.
  2. Select the group you want to update in the Dynamic Resource Group list table. The Dynamic Resource Group detail screen is displayed.
  3. Update the values for the service providers, billing accounts, asset accounts, categories, services, provider tags, and any other filter that has been set.
  4. When you have finished making updates to the Dynamic Resource Group, click
    Save
    . A message is displayed that states that the Dynamic Resource Group was updated.
When you update a Dynamic Resource Group, the Line Items table shows all the data included in it.
The line items table indicates no data is found when changing the filtering to include data not included in the Dynamic Resource Group.
Only filter from data already included in the Dynamic Resource Group and shown in the line items table.

Deleting Dynamic Resource Groups

To delete a Dynamic Resource Group, complete the following steps:
  1. As CAM_Admin, navigate to the Dynamic Resource Groups screen by clicking the
    Main Menu
      within your
    Tenant
    , and then selecting
    Dynamic Resource Groups
     from the
    Cost & Asset Management
     drop-down list.
  2. In the Dynamic Resource Group list table, select the Dynamic Resource Group you want to delete.
  3. The Dynamic Resource Group Detail screen is displayed. Click
    Delete
    .
  4. Confirm that you want to delete the Dynamic Resource Group. A message is displayed that states that the Dynamic Resource Group was deleted.

Adding user defined tags to Dynamic Resource Groups

To add a user defined tag to a Dynamic Resource Group, follow the steps:
  1. Navigate to the Dynamic Resource Groups by clicking the
    Main Menu
     icon within your
    Tenant
    , and then selecting
    Dynamic Resource Groups
    from the
    Cost & Asset Management Platform
     drop-down list.
  2. In the Dynamic Resource Group list, select the name of the Dynamic Resource Group that you would like to add a user defined tag by clicking on it.
  3. Click the
    Edit
     button on the right side of the
    Name and Type
     header.
  4. Type the name of the tag on the Dynamic Tags bar.
    • If the dynamic tag you would like to add does not exist, click
      Add Dynamic Tags
       to include a new one.
  5. Click
    Next
    .
  6. On the next screen, check the context and budgetary unit and click
    Next
    .
  7. On the next screen, set the filters desired and click
    Next
    .
  8. To save the tag, click
    Save
    .

Dynamic tags

Dynamic tags could be associated with more than one Dynamic Resource Group (DRG) during the creation or edition of the Resource Group.
Selecting an existing dynamic tag while creating a DRG does not restrict you from choosing any filter criteria not associated with the dynamic tag. Editing does not reset the user's filter criteria.
The dynamic tag will inherit all the filter criteria defined in the associated dynamic resource groups. Searching and selecting the dynamic tag in the dashboard will apply all the filter criteria defined in the associated dynamic resource groups.

Data Visibility using Dynamic Resource Groups

All users except those with the CAM Admin Role on CAM must be granted access to view data via a Dynamic Resource Group. This can be automatically created by the system when a feature flag is enabled (ephemeral dynamic resource group) or by a visibility DRG created by the CAM Admin. To access the data, the context of the DRG must match exactly the context of at least one role that belongs to the user.
  • As an example, an ephemeral DRG uses Provider Account > Credential > Context to grant visibility to the account's data. At the same time, the context must match exactly the context of at least one Team > Role > Context of the user to see the data.

Ephemeral Dynamic Resource Group

To set up the ephemeral DRG feature flag, follow the steps below:
  1. Navigate to the
    Developer Console
     page from the
    User Menu
    , on your
    Tenant
    landing page. A new window will display.
  2. On the Application drop-down menu, select
    core
     and on the
    Service
     drop-down, select cb-core-configuration-service.

POST API

/core/featureflagmanagement/v1/featureflag under the Feature Flag Management section to Add the Feature Flag.
  • Use the following payload to the feature flag:
{ "flag_key": "ActivateEphemeralDRGs", "flag_value": "true" }

Enable or disable cost attribute visibility

CAM Admins can enable or disable the display of provider cost and invoicing data to a group of users using user contexts.
To turn off/on specific data visibility to a group of users, follow the steps:
  1. Navigate to
    Cost & Asset Management
    by clicking the
    Main Menu
      within
    Tenant
      select
    Provider Cost
     and
    Invoice Details Visibility
     from the
    Settings
     drop-down list.
  2. You are provided with one tab:
    Visibility by Context
    : where you enable visibility of provider cost and invoice data details for users. This tab displays a table containing:
    • Context type
    • Context name
    • Context value
    • Provider cost and invoice data visibility.
  3. Under the provide cost and invoice data visibility column, click on the arrow. This will turn green, which means visibility has been granted.
  4. To switch off visibility, click the green arrow on the column Provider cost and invoice data visibility.
    You get a message when visibility is switched off or on.
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