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Performance Analytics domain configurations

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Performance Analytics domain configurations

When using Performance Analytics with domain separation you can collect domain-specific scores, and use global or domain-specific configuration records such as indicators, breakdowns, and dashboards.

Collecting domain-specific scores

Data collector jobs can access records based on the roles, entitlements, and domain of the user selected in the job Run as field. To collect scores from a particular domain, ensure the Run as user is a member of that domain.

The domain of each data collector job determines the domain of scores generated by that data collector. The domain of the source records do not affect the domain of the scores.

Only users with the pa_admin role that are a member of the domain that contains the scheduled job, or the domain of the Run as user, can modify domain-separated data collection jobs.

Global configuration

By using configuration records in the global domain, you can present domain-appropriate data automatically.

Note: Additional functionality is available for MSP customers using domain separation. For more information, see Performance Analytics domain separation for managed service providers. This functionality requires a global configuration.

To populate the data, create a separate data collector job for each domain. Ensure each user selected in the Run as field is a member of the correct domain. The collected score is recorded under the domain of the Run as user. When a user in a domain views a widget or scorecard, only scores from that user’s domain appear.

By default, configuration records from Performance Analytics content packs use the global domain.

Domain-specific configuration

By using domain-specific configuration records, you can grant the pa_admin role to domain users to create their own domain-specific components. Users, including system administrators, can create and edit configuration records only within their domain. Users in child domains can read but not edit configuration records in a parent domain.

You must create a domain-specific copy of a configuration record to use it in that domain. For example, to add a domain-specific condition to a indicator source, you must create a copy of the indicator and indicator source in that domain.

You can quickly copy an indicator or breakdown and related data from a different domain using the Insert and Stay with Relations UI action on the Indicator or Breakdown forms. Any breakdowns, breakdown exclusions, or time series exclusion relationships are also copied. Any associated scheduled jobs are copied only if the Run as user for that job is the current user.

To collect scores, create a new data collector job associated with the domain-specific indicators.

Note: Domain users cannot set Performance Analytics properties that begin with These properties can only be set by users with the admin or pa_admin roles in the global domain.

Hybrid configuration

By using a hybrid configuration you can maintain reusable foundation configuration records such as indicator sources within the global domain or a parent domain while allowing administrators in other domains to create domain-specific configuration records such as indicators and widgets.
Note: The hybrid configuration is an advanced option. Implement either the global or domain-specific configurations successfully before attempting to use a hybrid configuration.
When using a hybrid configuration, foundation records should be managed only within the global domain or a parent domain. All other configuration records, such as widgets and indicators should be managed separately within each child domain. The following record types are considered foundation records.
  • Bucket groups
  • Buckets
  • Scripts
  • Breakdown sources
  • Indicator sources
  • Filters
  • Breakdowns
  • Managed sources
  • Manual breakdowns
  • Breakdown mappings
  • Breakdown relations

Copying configuration data

You can reuse Performance Analytics configurations in multiple domains. The PADomainUtils API provides functionality that enables system administrators to move or copy Performance Analytics configuration records between domains.

Transferring domain configurations between instances

Use update sets to transfer domain configurations between instances. If the domain configuration has Collect aggregate enabled, also transfer the aggregation domain separately. For more information, see Transfer domain configuration with score aggregation.