How do I get started with BladeLogic (BSA)?  How do I learn more about BladeLogic?  How do I use it to do my job?  Solve problems for my company? (Getting Started)

Version 58

    (This article is based in large part on the "Taking the Reins" blog post, and on the experiences of customers that have worked with Customer Engineering.)


    So, someone else owned (BladeLogic) Server Automation in your environment.  They left/quit/got fired/got promoted/moved to New Zealand to raise sheep.  Now you own Server Automation.  Your company sent the last person to training.  They got the knowledge transfer, they had the product expertise, they knew an SC and a support person by name.


    Either way, now you own it, and your manager wants to know when you'll have that inventory report working, and what you want to do about setting up Disaster Recovery in the shiny new data center.


    Where do you start?


    Two easy places to start: first one is the online documentation, (all of those links that say  Links here include the basic documentation, and a few of the Best Practices that have been developed recently.  Start with Deployment Architecture to understand some of the moving pieces.  Next is the list of "Howto" videos that have been developed over the last few months.  These are basic walkthroughs that show you how to build your own basic self-contained "sandbox" environment of BSA on a Windows VM.


    Next, make sure you have the BladeLogic Service Health and Value Dashboards installed & setup in your environment: [Included in BSA as of 8.6, for previous versions: current as of 4/2015: BladeLogic Dashboard 1.4.00 (Service Health and Value)]


    Documentation Resources:



    Communities forum:





    Training / Enablement (Learning Paths): Server Automation Training - BMC Software

    Automation Academy (Hogwart's for BladeLogic): New "Automation Academy" videos/articles!Bladelogic Automation Academy

    Whitepapers / User Contrib Content: TBD



    Best Practices




    BMC Server Automation (BladeLogic) Best Practices Webinar Series


    Subject AreaCommunitiesYoutubePresentation
    Deployment Architecture

    BSA Deployment Architecture

    BMC BSA: Best Practices for Deployment and Configuration - YouTubeBladeLogic Best Practices Webinar Session 1.2.pdf
    Maintenance & DB Cleanup

    Best Practices for BSA Maintenance and Cleanup

    BMC BSA: Best Practices on Maintenance and DB Cleanup - YouTubeBladeLogic Best Practices Webinar Session - Maintenance and DB Cleanup.pdf
    Value Realization & Measurement, ROI

    Demonstrating Value with BladeLogic

    BMC BSA: Demonstrating Value with Server Automation - YouTubeDemonstrating Value with BMC Server Automation (Bladelogic).pdf

    Best Practices for Patching

    BMC Best Practices Webinar - Patching with BMC Server Automation - YouTubeBMC BladeLogic Server Automation Best Practices Webinar on Patching.pdf
    Compliance & Change Tracking,
    PCI FIM,
    Unauthorized Change

    Best Practices for Compliance and Change Tracking

    BSA Best Practices Webinar Series on Compliance and Change Tracking - YouTubeBSA Best Practices Webinar - Compliance 2.6.pdf
    Distributed Installations,
    Remote Repeaters/Repositories

    BSA for Distributed Installations

    BMC BSA Best Practices Webinar - Distributed Installations - May 7 2013 - YouTubeBSA Best Practices Webinar - Repeaters and Proxies 1.4.pdf
    Role Based Access Control (RBAC)
    Security, Agent Configuration

    BSA RBAC & Access Control: RBAC Best Practices & Use Cases

    BMC BladeLogic Server Automation Best Practices Webinar RBAC 20130611 - YouTubeBSA Best Practices Webinar - RBAC 1.3.pdf
    Reporting, KPIs, BDSSA, Custom Reports

    BSA Reporting: Use Cases, Scalability & Common Custom Reports

    BSA Best Practices Webinar - Reporting - YouTubeBSA Best Practices Webinar - Reporting 1.4.pdf
    Image-based Provisioning,
    Bare Metal, PXE, Kickstart, Jumpstart, NIM

    BSA Provisioning Best Practices Webinar

    BSA Best Practices Webinar - Provisioning 1.4.pdf

    PXE Provisioning whitepaper:

    Software Packaging & Deployment

    BladeLogic Best Practices Webinar for Software Packaging

    BSA Best Practices Webinar - Packaging 1.2.pdf








    Subject AreaCommunitiesYoutube
    Initial Install (Build Your Own!)BSA 8.2 Initial Install - Initial Database SetupBMC Server Automation 8.2: Initial Database Install - YouTube
    BSA 8.2 Initial Install - File Server and App Server Installs

    BSA 8.2 Initial Install - Console GUI and Appserver Config BMC Server Automation 8.2: Console Install and Application Server Setup - YouTube
    Getting startedGetting started with automation
    Getting started with provisioning

    Getting started with configuration management

    WalkthroughsWalkthrough: Adding a Windows managed server
    Walkthrough: Inventory using Live Browse
    Walkthrough: Audit a single configuration item
    Walkthrough: Build a simple BLPackage to distribute content
    ComplianceBSA 8.2 Compliance Content Install Howto VideoBMC Server Automation 8.2: Installing Compliance Content - YouTube
    BSA 8.2 Compliance: Setting Up a Discovery Job
    BSA 8.2 Compliance Quick Audit Howto VideoBMC Server Automation 8.2: Policy-Based Compliance Quick Audit - YouTube
    Checking Shellshock and Aftershock status on Linux

    Loading Compliance Content:

    Creating a Compliance Template:

    Windows PatchingBSA 8.2 Patching - Setting Up a Windows Patch Catalog

    BMC Server Automation: Setting Up a Windows Patch Catalog - YouTube

    BSA How-to Video: Windows Patch AnalysisBSA Howto Videos: Windows Patch Analysis - YouTube
    Patching in Short Maintenance Windows with BMC BladeLogic Server AutomationBMC Server Automation: Patching in Short Maintenance Windows - YouTube


    If your Windows operating system uses the windows update service (Windows 2008 and later versions), ensure that the windows update service is enabled and set to automatic. You must also ensure that the Never check for updates option is selected in the Windows Update settings so that there is no conflict with patching in BMC Server Automation.

    Software Packaging & DeployBSA Howto: Basic Software Packaging and Deployment (MSI)BMC Server Automation Howtos - Basic Software Packaging and Deployment - YouTube
    Howto Make Your OwnHow to make your own Howto VideoHowto Make Your Own Howto Videos (BladeLogic) - YouTube
    RBAC/SecurityWalkthrough: Restricting permissions for a Compliance officer - BMC Server Automation 8.5 - BMC Documentation

    Restricting permissions for a patching administrator:


    List of All Walkthroughs (as of 10/2015):




    Performance & User Satisfaction

    Security FAQs


    Many customers struggle with how to setup security.  There is an art to it, and this is often covered in a 2-3 day RBAC workshop.  These can be scheduled with your local Professional Services representative, or by emailing the BladeLogic Best Practices team (internal).


    Here is the Best Practices Webinar for Role Based Access Control and Security: RBAC and Access Control Server Automation Best Practices Webinar.  The presentation, a recording of the presentation, and a link to it on Youtube are all included here.


    There are a number of walkthroughs on how to configure different use cases in RBAC, here's one: Walkthrough: Restricting permissions for a Compliance officer - BMC Server Automation 8.5 - BMC Documentation


    Here’s the section of product documentation that covers security:




    What's supported?