for PeopleSoft
Administrator Guide
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CONTROL-M/Control Module for PeopleSoft 6.1.02
August 4, 2004
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3
4CONTROL-M/Control Module for PeopleSoft Administrator Guide
Contents
About This Book
Related Publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Notational Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 1
Introduction
1112131415161617181919212424293233333436363639404148495051
More about CONTROL-M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .What is CONTROL-M/CM for PeopleSoft? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Compatibility with CONTROL-M Option for PeopleSoft 8 . . . . . . . . . . . . . . . . . .Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 2
Installation and Configuration
Step 1 - Installation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Step 2 - Importing the CONTROL-M/CM for PeopleSoft Component Interface . . .Step 3 - Installing CONTROL-M/CM for PeopleSoft. . . . . . . . . . . . . . . . . . . . . . . . . . .
Install CONTROL-M/CM for PeopleSoft on Unix. . . . . . . . . . . . . . . . . . . . . . . . . .Install CONTROL-M/CM for PeopleSoft on Microsoft Windows . . . . . . . . . . . .Step 4 - Import PeopleSoft Panel Functionality. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Upgrading to CONTROL-M/CM for PeopleSoft 6.1.02 . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading on Unix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Upgrading on Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Uninstalling CONTROL-M/CM for PeopleSoft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
To Uninstall from Unix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .To Uninstall from Microsoft Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 3
Handling PeopleSoft Processes and Jobs
Creating a Skeleton for a Job Processing Definition. . . . . . . . . . . . . . . . . . . . . . . . .Creating a CONTROL-M/CM for PeopleSoft Job . . . . . . . . . . . . . . . . . . . . . . . . . .Monitoring and Updating a PeopleSoft Process or Job. . . . . . . . . . . . . . . . . . . . . .Managing PeopleSoft Jobs or Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rerunning a Job. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Specifying and Sharing Additional Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chapter 4
Administration Tasks
Extracting and Importing PeopleSoft Processes and Jobs . . . . . . . . . . . . . . . . . . . . . . .52
Building a Rule File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Extracting an Executing Job or Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Contents5
Extracting Job Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57Diagnosing Your Work Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59Configuration and Profile Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60Managing Connection Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65Shutting Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71Glossary Index
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6CONTROL-M/Control Module for PeopleSoft Administrator Guide
Figures
PeopleSoft Panel, Job Editing form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .PROCESSES Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .PeopleSoft Panel in CONTROL-M/EM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Job Process Details window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CONTROL-M/CM for PeopleSoft Configuration Utility - Configuration . . . . . . . . .CONTROL-M/CM for PeopleSoft Configuration Utility - Connection Profiles . . . .Connection Profile Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Validation Information Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
424761686969
Figures7
8CONTROL-M/Control Module for PeopleSoft Administrator Guide
Tables
Pre-Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Installation Messages and Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .PeopleSoft Panel Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .psftcm extract Rule File Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Configuration Utility Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
192362
Tables9
10CONTROL-M/Control Module for PeopleSoft Administrator Guide
About This Book
This book is a guide for the CONTROL-M/Control Module for PeopleSoft. It describes how to install, implement, and administer this product at your site.This book contains the following:Chapter1
Introduction
An overview of the CONTROL-M/CM for PeopleSoft.
Chapter 2
Installation and Configuration
System requirements, how to install, upgrade and configure the product, and how to uninstall the product.
Chapter3
Handling PeopleSoft Processes and Jobs
How to define and monitor jobs using the PS8 Panel of the Job Editing form.
Chapter 4
Administration Tasks
Tasks that can be performed using the command-line utilities are described under the following topics:
■Extracting and Importing PeopleSoft jobs■Diagnosing Your Work Environment■Configuration and Profile Management■Managing Connection Profiles■Shutting down
GlossaryIndex
About This Book11
Related Publications
Related Publications
■
CONTROL-M/Server Administrator Guides describe setup, security and utilities for CONTROL-M/Server on Unix or Microsoft Windows.
CONTROL-M/Agent Administrator Guides describe configuration and maintenance of CONTROL-M/Agent on various platforms.CONTROL-M/Enterprise Manager User Guide describes
CONTROL-M/Enterprise Manager concepts, features, and facilities.
CONTROL-M/Enterprise Manager Administrator Guide describes administrator responsibilities, customization, maintenance, and security of CONTROL-M/EM.CONTROL-M/Enterprise Manager Utility Guide describes command-line utilities, for use with CONTROL-M/Enterprise Manager.
CONTROL-M/Desktop User Guide describes how to define and manage CONTROL-M job processing definitions, Scheduling tables, and Calendars.CONTROL-M Job Parameter and Variable Reference Guide describes the parameters of job processing definitions, and variables that can be included as values for these parameters.
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12CONTROL-M/Control Module for PeopleSoft Administrator Guide
Notational Conventions
Notational Conventions
The following table describes conventions used in this guide: When describing keystrokes, angle brackets are used to enclose the name of a key (for example, This represents an option selection sequence. For example: Users and Groups => Groups => Add means that you first select Users and Groups from the menu bar; then select the Groups option from the sub-menu. Finally, select the Add option from the Groups sub-menu. {Option A|Option B} The vertical bar is used to separate choices. For example, when used as part of a parameter:{AND|OR} means that you specify either AND or OR. [Option] Square brackets are used to enclose parameters that are optional. Menu => Option About This Book13 Terminology Terminology The following table lists abbreviations and terms used in this document: : TermAPIAutoEdit VariableCLICM CONTROL-M/EMJRE% Description Application Program InterfaceVariable that can be used to specify values for parameters in a job processing definition.Command-line Interface A CONTROL-M Control Module.CONTROL-M/Enterprise ManagerJava Runtime Environment. Used as a “wild card” symbol in data entry fields. 14CONTROL-M/Control Module for PeopleSoft Administrator Guide Chapter1 Introduction CONTROL-M/Control Module for PeopleSoft (CONTROL-M/CM for PeopleSoft) brings CONTROL-M enhanced scheduling and job handling capabilities to your PeopleSoft environment. It serves as an interface between CONTROL-M and PeopleSoft and enables CONTROL-M to manage PeopleSoft jobs and processes.CONTROL-M/CM for PeopleSoft enables you to: ■ Define scheduling criteria for existing PeopleSoft jobs and processes of any type using CONTROL-M/Enterprise Manager (CONTROL-M/EM) GUI. Users who are already familiar with PeopleSoft can use this GUI intuitively.Use job processing definitions to submit PeopleSoft jobs and processes.Monitor and manage PeopleSoft jobs and processes that were submitted by CONTROL-M. Provide statistical information and log data for monitored jobs and processes.Determine the failing process in a PeopleSoft job failure situation, and rerun the job from that process. Use a rule-based utility to locate and monitor currently running PeopleSoft jobs and processes. This enables CONTROL-M to track their status and to make post-processing actions dependent on completion codes. Use a rule-based utility to create CONTROL-M job processing definitions for jobs and processes that were defined using PeopleSoft. ■ ■ ■ ■ ■ ■ All CONTROL-M capabilities are available to PeopleSoft jobs, including advanced scheduling criteria, complex dependencies, Quantitative and Control resources, and AutoEdit variables. Chapter 1Introduction15 1 More about CONTROL-M CONTROL-M/CM for PeopleSoft is an integral part of the CONTROL-M scheduling solution. Other products in this solution include:Product CONTROL-M/Enterprise Manager CONTROL-M/Server Description Central GUI-based control center from which you can manage all scheduling and workflow activities.Engine on a Unix or Microsoft Windows computer used to drive scheduling in a data center. Each CONTROL-M/Server can manage multiple CONTROL-M/Agents on various platforms. Software for job submission and execution. An Agent must exist on each computer that is used to execute CONTROL-M jobs. CONTROL-M/Agent Additional products are available for interfacing between the CONTROL-M scheduling solution and other systems management products. For more information, contact your BMC Software sales representative. What is CONTROL-M/CM for PeopleSoft? The CONTROL-M/CM for PeopleSoft is a Java-based server that serves CONTROL-M/Agent requests. It uses TCP/IP to communicate with CONTROL-M/Agent on one side and with a PeopleSoft Component Interface on the other. Configuration parameters control the number of concurrent connections to PeopleSoft. CONTROL-M/CM for PeopleSoft is automatically activated by the first request that arrives from CONTROL-M/Agent. It remains active to serve CONTROL-M/Agent requests. You can use a utility to shut down CONTROL-M/CM for PeopleSoft.How the Control Module Complements PeopleSoft The PeopleTools Process Scheduler is a built-in feature of the PeopleSoft system that enables you to define and submit PeopleSoft processes and jobs. The PeopleTools Process Scheduler can run and monitor jobs and processes only in the PeopleSoft environment. However, PeopleSoft jobs and processes often require scheduling capabilities that extend beyond those of the PeopleTools Process Scheduler. Requirements such as complex dependencies or comprehensive scheduling criteria cause PeopleSoft users to seek a more sophisticated scheduling solution such as CONTROL-M/CM for PeopleSoft. 16CONTROL-M/Control Module for PeopleSoft Administrator Guide 1 PeopleSoft Oriented CONTROL-M Screens CONTROL-M screens enable you to define scheduling criteria for PeopleSoft jobs and processes and to monitor these jobs while they are executing in the PeopleSoft environment. These easy-to-use screens are similar to PeopleSoft Process Scheduler and Process Monitor screens. Scheduling Criteria for PeopleSoft Jobs and Processes The CONTROL-M/Desktop Job Editing Form enables you to create and manage scheduling definitions for PeopleSoft jobs or processes. The jobs and processes that you are authorized to handle are displayed, and you can select the ones that should be scheduled to run. The scheduling definition contains parameters related to the job or process, such as User ID, Run Control ID, and Application Server name.Monitoring PeopleSoft Jobs and Processes CONTROL-M/EM screens enable you to monitor and manage PeopleSoft jobs and processes that were submitted by CONTROL-M. You are presented with job and process statuses as they appear in CONTROL-M and in PeopleSoft. Statistical information and log data is available for each job and process. Actions such as kill or delete may be performed on a job or process level. If a job fails, the number of the failing process within the job will be presented, and you can request to rerun the job starting from that failing process. Compatibility with CONTROL-M Option for PeopleSoft 8 CONTROL-M/CM for PeopleSoft fully supports all job processing definitions used in CONTROL-M Option for PeopleSoft 8. CONTROL-M/CM for PeopleSoft is provided with utilities that are used to run jobs and processes. These utilities replace those used in CONTROL-M Option for PeopleSoft 8 (runjob and jobmon). Using the Control Module functionality, these utilities interact with PeopleSoft and provide the same input/output and capabilities as CONTROL-M Option for PeopleSoft 8.CONTROL-M/CM for PeopleSoft customers may continue to use their old CONTROL-M Option for PeopleSoft 8 job definitions. However, it is recommended that you upgrade to CONTROL-M/CM for PeopleSoft, in order to ensure optimum functionality, and the best solution for your business processing needs. CONTROL-M/CM for PeopleSoft provides management and control for PeopleSoft jobs and processes beyond the CONTROL-M Option for PeopleSoft 8 capabilities. These abilities include management at the PeopleSoft process level, statistical data retrieval for jobs and processes and the option to kill a PeopleSoft job. Chapter 1Introduction17 1 Security CONTROL-M/CM for PeopleSoft uses a PeopleSoft user and password to connect to PeopleSoft, supplied during installation. This user must have authorization to handle PeopleSoft jobs and processes in the PeopleSoft environment. CONTROL-M has a security mechanism that insures that a requestor cannot submit a job that s/he is not authorized to submit. In addition, when building a job processing definition, the selection list of possible jobs and processes is limited by the user’s privileges in PeopleSoft. 18CONTROL-M/Control Module for PeopleSoft Administrator Guide Chapter2 Installation and Configuration This chapter describes how to install, configure and upgrade CONTROL-M/Control Module for PeopleSoft at your site. It contains the following sections: ■■■■■■ Step 1: Installation Requirements Step 2: Importing the CONTROL-M/CM for PeopleSoft Component Interface Step 3: Installing CONTROL-M/CM for PeopleSoftStep 4: Import PeopleSoft Panel Functionality Upgrading to CONTROL-M/CM for PeopleSoft 6.1.02Uninstalling CONTROL-M/CM for PeopleSoft Step 1 - Installation Requirements Before implementing CONTROL-M/CM for PeopleSoft, ensure that the following requirements are met:Table1 Pre-Installation Requirements Version 6.1.036.1.01 with ■CONTROL-M/Agent for Unix Fix Pack 4: FD5298 ■CONTROL-M/Agent for Microsoft Windows Fix Pack 6: FD55996.1.036.1.01 ■Unix: FD5226 (Fix Pack 2) ■Microsoft Windows: FD5336 (Fix Pack 4)Version 5.5 or higher RequirementsCONTROL-M/AgentCONTROL-M/Server Internet Explorer Chapter 2Installation and Configuration19 Step 1 - Installation Requirements Table1Pre-Installation Requirements Version 1.3.1 or later.Note: JRE consists of the Java Virtual Machine, Java platform core classes, and supporting files. Version 8.x Note: The PeopleTools Client and Server must have the same version and release numbers as each other. The following JAR files are required: ■PSJOA.JAR (provided in PeopleSoft Client installation files) ■PSAPI.JAR (generated from the Component Interface) Note: CONTROL-M/CM for PeopleSoft is provided with JAR files for various known PeopleTools releases. If you require CONTROL-M/CM for PeopleSoft to work with another PeopleTools release or maintenance level, you must manually copy these files after completing the installation, then put them in the CONTROL-M/CM for PeopleSoft installation libraries. Solaris 2.7, 2.8 and 2.9■AIX 5.1, 5.2 ■Digital Unix OSF/1 version 4.0 and Compaq TRU Unix version 5.0, 5.1, 5.1a and 5.1b■Windows 2000, Server, Advanced Server and Professional (with Service Packs3and 4)■Windows 2003 Standard and Enterprise Editions ■Windows XP Professional Service Pack 1.■RedHat Enterprise Linux on Intel 2.1, 3■HP-UX 11x and 11i Note: For the HP-UX platform, the following patches must be installed: [PHNE_223/PACHRDME/English] : s700_800 11.00 cumulative ARPA Transport patch [PHKL_25613/PACHRDME/English] : s700_800 11.00 IDS/9000; syscalls related to file/socket [PHNE_24413/PACHRDME/English] : s700_800 11.00 LAN product cumulative patch [PHNE_25116/PACHRDME/English] : s700_800 11.00 Cumulative STREAMS Patch ■ Requirements Java Runtime Environment (JRE)PeopleTools Application Client and Server PeopleSoft JAR Files Supported platforms Minimum RAMRequired Disk Space 256 MB30 MB 20CONTROL-M/Control Module for PeopleSoft Administrator Guide Step 2 - Importing the CONTROL-M/CM for PeopleSoft Component Interface Step 2 - Importing the CONTROL-M/CM for PeopleSoft Component Interface The CONTROL-M/CM for PeopleSoft Component Interface (Component Interface) must be imported from the PeopleSoft 8.x Application Designer. The Component Interface is located in Application Designer project files, on the installation CD. NOTE The Application Designer requires write permissions for all projects. Stage 1: Import the Component Interface Project 1The location of the files is dependent upon your version of PeopleSoft. Do one of the following, as appropriate. On the installation CD: ■ For PeopleSoft version 8.1x, select the CI/8.1 directory and copy it to the hard drive of a computer running Microsoft Windows, that has PeopleTools Application Designer installed. ■ For PeopleSoft version 8.4x, select the CI/8.4 directory and copy it to the hard drive of a computer running Microsoft Windows, that has PeopleTools Application Designer installed. 2Uncheck the Read Only attribute checkbox in the Properties dialog for this directory and all its files. 3The location of the project files is dependent upon your version of PeopleSoft. ■ For PeopleSoft 8.1x, ensure that the Application Designer is in two-tier mode, then choose File => Copy Project from File. The Copy Project from File dialog is displayed. ■ For PeopleSoft 8.4x, go to the Application Designer and choose Tools => Copy Project => From File. 4Ensure that the Import Directory is pointing to the CONTROLM directory on your hard drive. 5The following step is dependent upon your version of PeopleSoft. ■For PeopleSoft 8.1x, select the CONTROLM project, and click Copy. ■ For PeopleSoft 8.4x, select the CONTROLM.ini file, and click Copy. The Copy Screen dialog is displayed. Chapter 2Installation and Configuration21 Step 2 - Importing the CONTROL-M/CM for PeopleSoft Component Interface 6Click Select All Objects and click Copy. The project is loaded into the Application Designer. NOTE This procedure must be repeated for each PeopleSoft environment. Stage 2: Setting Security Authorizations for the Component Interface Again, this procedure is dependent upon which your version of PeopleSoft. For PeopleSoft version 8.1x: 1From the Go menu in the Application Designer, select PeopleTools => Maintain Security. The Maintain Security dialog is displayed. 2Select Use => Permission Lists => Component Interface => Update/Display. The Update/Display dialog is shown. 3Select a permission list. NOTE This permission list must be associated with a specific PeopleSoft User. This user is the one that CONTROL-M/CM for PeopleSoft will use to establish a connection to the PeopleSoft environment. 4Click OK. The Component Interface tab is displayed. Click the row labelled “Click on this row to enter data”, and select the Component Interface (added in Stage 1) from the drop-down list. 5Click Edit. The Component Interface Permissions dialog is displayed. 6Click Full Access (All). The Method Access attribute for all the displayed methods changes to Full Access. 7Click OK, and click Save. The permission list changes are saved. 22CONTROL-M/Control Module for PeopleSoft Administrator Guide Step 2 - Importing the CONTROL-M/CM for PeopleSoft Component Interface For PeopleSoft version 8.4x: 1In the PeopleSoft web interface, select PeopleTools => Security => Permissions and Roles => Permissions Lists. The manes of available permissions lists are displayed. 2Click the required permission list. The specified permission list page is displayed. From the bottom of this page, click Component Interfaces. The Component Interfaces list is displayed. 3At the bottom of the displayed list, click the Add . An empty field is displayed, immediately below. 4Enter CONTROLM in the empty field, and click Edit. 5Click Full Access (All). The previous page is displayed, showing the newly entered data. 6Click Save. NOTE This procedure must be repeated for each PeopleSoft environment. Stage 3: Testing the Component Interface 1In the Application Designer, expand the Component Interface section in the CONTROLM project, and double-click the CONTROLM Component Interface. The Component Interface definition is displayed. 2Select Tools =>Test Component Interface. If this operation fails, verify the authorizations that were set in Stage 2. 3If the test succeeded, the Component Interface Tester dialog opens. Click Get Existing. The Live Component View dialog is displayed. 4Right click the Component Interface name, and select the Test method. A confirmation dialog is displayed, showing the return value Success. This indicates a successful installation of the Component Interface. NOTE This procedure must be repeated for each PeopleSoft environment. Chapter 2Installation and Configuration23 Step 3 - Installing CONTROL-M/CM for PeopleSoft Step 3 - Installing CONTROL-M/CM for PeopleSoft The following section includes separate procedures for installing CONTROL-M/CM for PeopleSoft on Unix and on Microsoft Windows. ■ To install on Unix, see “Install CONTROL-M/CM for PeopleSoft on Unix”, below.To install on Microsoft Windows, see “Install CONTROL-M/CM for PeopleSoft on Microsoft Windows” on page29. ■ Install CONTROL-M/CM for PeopleSoft on Unix Use the following steps to install CONTROL-M/CM for PeopleSoft on a Unix computer. 1On your CONTROL-M/Agent computer, log on as the root user and run the shut-ag command to shut down CONTROL-M/Agent. 2Mount the installation CD. 3Log on as the CONTROL-M/Agent user. 4Log in to the CONTROL-M/Agent account on which you intend to install CONTROL-M/CM for PeopleSoft. 5On the command-line, enter: 6The following message is displayed: You are about to install CONTROL-M/CM for PeopleSoft.Ensure that CONTROL-M/Agent is not running. Do you want to continue [y/n] [n]: Enter y. Various messages are displayed to which you must respond. These messages are detailed in Table 2, “Installation Messages and Descriptions,” on page 25. 24CONTROL-M/Control Module for PeopleSoft Administrator Guide Step 3 - Installing CONTROL-M/CM for PeopleSoft NOTE In many of the messages, a default value is specified in the square brackets ([xx]). Pressing Enter automatically selects this value. Table2Installation Messages and Descriptions Message Explanations, Instructions and Valid Value Enter a full path to JREEnter the full path to the JRE.Set the CONTROL-M/CM Setting the CONTROL-M/CM for PeopleSoft as the default for PeopleSoft as the Control Module, enables the CM to immediately notify the default CMCONTROL-M/Agent when the status of a job has changed. Note: In CONTROL-M/Agent 6.1.01 it is recommended that CONTROL-M/CM for PeopleSoft be set as the default CM during the installation procedure. It can also be set at a later stage. For more information, see “Configuration and Profile Management” on page60. Note: If using CONTROL-M/Agent 6.1.03, select N since this option is no longer relevant. Connection Port for The port number through which CONTROL-M/Agent connects CONTROL-M/CM for to CONTROL-M/CM for PeopleSoft. PeopleSoft Monitoring port for The port number through which CONTROL-M/CM for CONTROL-M/CM for PeopleSoft notifies the CONTROL-M/Agent when the status of PeopleSoft a job or process has changed. Note: If you do not select CONTROL-M/CM for PeopleSoft as the default CM, this message will not be displayed. 7The following message is displayed: Do you have CONTROL-M Option for PeopleSoft installed? y/n [n]■ If you have CONTROL-M Option for PeopleSoft installed, enter Y, and proceed to the next step. ■ If you do not have CONTROL-M Option for PeopleSoft installed, enter N, and proceed to step 11. Chapter 2Installation and Configuration25 Step 3 - Installing CONTROL-M/CM for PeopleSoft 8The following message is displayed: Choose one of the following:'N' - to run CONTROL-M Option for PeopleSoft in parallel with the CONTROL-M/CM for PeopleSoft. 'Y' - to replace the CONTROL-M Option for PeopleSoft with CONTROL-M/CM for PeopleSoft.Make your selection (Y/N) [N]: ■ ■ If you want to replace CONTROL-M Option for PeopleSoft with CONTROL-M/CM for PeopleSoft, enter Y, and proceed to step 7. If you want to run CONTROL-M Option for PeopleSoft in parallel with CONTROL-M/CM for PeopleSoft, enter N, and proceed tostep 11. You have chosen to replace CONTROL-M Option for PeopleSoft with CONTROL-M/CM for PeopleSoft. You can therefore run CONTROL-M Option for PeopleSoft jobs using CONTROL-M/CM for PeopleSoft, however all CONTROL-M Option for PeopleSoft functionality no longer exists. 9Enter the full path to the CONTROL-M Option for PeopleSoft ctmpsft.jar file. This file is replaced by CONTROL-M/CM for PeopleSoft. NOTE When the ctmpsft.jar file is replaced, a backup copy of the old file is created in the same directory, called ctmpsft.jar.back. The Environment Conversion menu is displayed: Environment conversion menu. 1) Convert environment file into a Connection Profile. 2) Build a Connection Profile using jobrun command-line parameters.q) Quit. Enter your choice: 1 You must create at least one connection profile. You can select either or both of the options displayed in this table. ■ ■ Enter 1 to convert an environment file used with CONTROL-M Option for PeopleSoft, so it can be used by CONTROL-M/CM for PeopleSoft. The Connection Profile name will have the following format: To build a connection profile without converting an environment file, proceed to step 11. 26CONTROL-M/Control Module for PeopleSoft Administrator Guide Step 3 - Installing CONTROL-M/CM for PeopleSoft The Environment File Conversion Menu is displayed: Environment file conversion menu1) Environment file name [].2) PeopleTools version [].3) Path to psjoa.jar [].s) Save.q) Quit. Enter your choice: 10Configure parameter values according to your requirements, then enter S to save and Q to quit. The Environment Conversion menu is displayed. 11Enter 2 to create a Connection Profile based on jobrun command-line parameters. The Connection Profile name will have the following format: The following parameters are displayed: 1) PeopleSoft user name [].2) PeopleSoft user password []. 3) PeopleSoft Application Server(s) [].4) PeopleTools version [].5) Path to psjoa.jar [].s) Save.q) Quit. 12Configure parameter values according to your requirements, then enter S to save and Q to quit. For more information about connection profiles, see “Managing Connection Profiles” on page65. NOTE Multiple Application Servers can be specified. For more information, see “Configuration and Profile Management” on page60. 13In order to connect to the PeopleSoft server, you must define profile(s) that specify the connection parameters for each server. NOTE If you created Connection Profiles in step 7, this step is not mandatory. Chapter 2Installation and Configuration27 Step 3 - Installing CONTROL-M/CM for PeopleSoft Use the Profile Creation Menu to create connection parameter profiles, as described below. CONTROL-M/CM for PeopleSoft Profiles Configuration Utilitya) Add Profilee) Edit Profiler) Remove Profileq) Quit s) Save x) Save & Quit 14Specify A to add a profile. Complete the remaining parameters by entering a parameter number and then specifying a value for the parameter. Sample values have been provided (indicated in bold). 1) PeopleSoft profilename: [ihope]2) PeopleSoft username: PS 3) PeopleSoft passwordPS: [*******] 4) PeopleSoft Application Server(s) [//ihope:9000]6) PeopleTools version: [8.12.01]a) Add profile.q) Quit. NOTE When specifying PeopleSoft Application Server(s) values, you need to save the values before you are returned to the Profile Creation menu. When you have specified values of all profile parameters, enter a to add the new profile, and then x to save and quit. A message is displayed confirming that the connection profile has been saved. 15If you have a version of PeopleTools other than the one supplied with this installation procedure, copy the psjoa.jar file from the PeopleTools client machine at 16The installation is complete. To restart the CONTROL-M/Agent, log on as the root user, and run the start-ag command. NOTE In order to test the installation, run either of the following:■source /home/agpsft/.cshrc or■. /home/agpsft/.profile. You must then run psftcm diag. For more information, see “Diagnosing Your Work Environment” on page59. 28CONTROL-M/Control Module for PeopleSoft Administrator Guide Step 3 - Installing CONTROL-M/CM for PeopleSoft Install CONTROL-M/CM for PeopleSoft on Microsoft Windows Use the following steps to install CONTROL-M/CM for PeopleSoft on Microsoft Windows. 1From the Start menu, choose Settings => Control Panel => Administrative Tools => Services. ASelect CONTROL-M Agent, and click Stop.BSelect CONTROL-M Tracker, and click Stop. 2Insert the installation CD. ■ If the Autorun option is enabled on your computer, installation will start automatically after inserting the CD in the CD-ROM drive. If the Autorun option is disabled on your computer, choose Start=>Run and enter the following command: where ■ 3Click Next in the Welcome window. The Working With CONTROL-M Option/Control Module for PeopleSoft window is displayed. Three choices are available: ■ CONTROL-M Option for PeopleSoft is not installed on this computer.Select this option if no previous installation of CONTROL-M Option for PeopleSoft exists, and proceed to step 5. CONTROL-M/CM for PeopleSoft and CONTROL-M Option for PeopleSoft should work concurrently. Select this option if you want CONTROL-M/CM for PeopleSoft to work in parallel with CONTROL-M Option for PeopleSoft, and proceed to step 5.Replace CONTROL-M Option for PeopleSoft with CONTROL-M/CM for PeopleSoft. Select this option if you want CONTROL-M Option for PeopleSoft jobs to be processed by CONTROL-M/CM for PeopleSoft, and proceed to step 3. ■ ■ Chapter 2Installation and Configuration29 Step 3 - Installing CONTROL-M/CM for PeopleSoft 4In the Location of the ctmpsft.jar File window, enter the path for the ctmpsft.jar file. CONTROL-M/CM for PeopleSoft replaces this file and creates a backup version of the original file called ctmpsft.jar.bak. This backup file is located in the same directory. Click Next. 5In the Environment File Selection window, enter the name and location of the CONTROL-M Option for PeopleSoft environment file (.env file), and the related PeopleTools version. A CONTROL-M/CM for PeopleSoft Connection Profile will be created using this information. NOTE If you select Other from the PeopleTools version list, you must copy the psjoa.jar file from the PeopleTools client machine at Select the checkbox if you wish to process additional .env files. 6Click Next. In the Connection Profile Configuration window, specify parameter values according to your requirements. Click Next. NOTE Multiple Application Servers can be specified after the installation is complete. For more information, see “Configuration and Profile Management” on page60. You can add more than one Connection Profile configuration, by clicking Add Another Profile upon completion of this one. 7The Control Module Configuration window is displayed. ASpecify the CONTROL-M/CM for PeopleSoft connection port number. BSelect the Set Default Control Module checkbox. You must set CONTROL-M/CM for PeopleSoft as the default control module in order to enable CONTROL-M to identify status updates of PeopleSoft jobs and processes as they occur. NOTE If using CONTROL-M/Agent 6.1.03, do not select the Set Default Control Module checkbox since this option is no longer relevant. CIf you selected the Set Default Control Module checkbox in step B, specify the Monitoring port number. Otherwise, proceed to step 8. 30CONTROL-M/Control Module for PeopleSoft Administrator Guide Step 3 - Installing CONTROL-M/CM for PeopleSoft 8Click Finish. The installation has successfully completed. 9Restart the CONTROL-M/Agent and CONTROL-M/Tracker services. NOTE If more than one JRE is installed on a Windows 2000 computer, you can specify which iteration of JRE should be used by specifying the required value in the JAVA_PATH parameter in the PS8.dat file. The value should be the full path to the location of the JRE. Chapter 2Installation and Configuration31 Step 4 - Import PeopleSoft Panel Functionality Step 4 - Import PeopleSoft Panel Functionality The following procedure enables PeopleSoft job parameters to be displayed in the Job Editing form in CONTROL-M/EM and CONTROL-M/Desktop. Before You Begin Ensure that the CONTROL-M/CM for PeopleSoft CD FD5749 is mounted or easily accessible through your network. Importing the Functionality NOTE This procedure must be performed on every computer that has CONTROL-M/Enterprise Manager client component(s) installed. 1In CONTROL-M/Desktop, choose Tools => Import Applications Forms. 2A browse window is displayed. Navigate to the Forms directory on the application CD. 3Select the PSFT8.xml file, and click Import. The PeopleSoft panel is imported. For more information about the Job Editing form, refer to the CONTROL-M/Enterprise Manager User Guide. 32CONTROL-M/Control Module for PeopleSoft Administrator Guide Upgrading to CONTROL-M/CM for PeopleSoft 6.1.02 Upgrading to CONTROL-M/CM for PeopleSoft 6.1.02 In order to upgrade to CONTROL-M/CM for PeopleSoft 6.1.02 from CONTROL-M/CM for PeopleSoft 6.1.01, you must perform the following procedures: ■ ■ ■ Run the upgrade procedure for your computer (Unix and Windows), as described below. Import the new PeopleSoft Component Interface (see “Step 2 - Importing the CONTROL-M/CM for PeopleSoft Component Interface” on page21).Import the latest version of the CONTROL-M/CM for PeopleSoft panel functionality (see “Step 4 - Import PeopleSoft Panel Functionality” on page32). NOTE When you upgrade CONTROL-M/CM for PeopleSoft to version 6.1.02, you cannot rollback to version 6.1.01. Therefore, when you uninstall CONTROL-M/CM for PeopleSoft 6.1.02, it is completely removed. Before You Begin Ensure that you have Java Runtime Environment version 1.3.1 or above. Upgrading on Unix 1On your CONTROL-M/Agent computer, log on as the root user and run the shut-ag command to shut down CONTROL-M/Agent. 2Mount the installation CD. 3Log on as the CONTROL-M/Agent user. 4Log in to the CONTROL-M/Agent account on which you intend to upgrade to CONTROL-M/CM for PeopleSoft 6.1.02. 5On the command-line, enter: 6The following message is displayed: Chapter 2Installation and Configuration 33 Upgrading to CONTROL-M/CM for PeopleSoft 6.1.02 You are about to install CONTROL-M/CM for PeopleSoft.Ensure that CONTROL-M/Agent is not running. Do you want to continue [y/n] [n]: Enter y. Various messages are displayed to which you must respond. These messages are detailed in Table 2, “Installation Messages and Descriptions,” on page 25. NOTE You may also be asked to confirm that you have Java Runtime Environment 1.3.1 installed. 7The installation is complete. To restart the CONTROL-M/Agent, log on as the root user, and run the start-ag command. Upgrading on Windows Use the following steps to upgrade to CONTROL-M/CM for PeopleSoft 6.1.02 on Windows. 1From the Start menu, choose Settings => Control Panel => Administrative Tools => Services. ASelect CONTROL-M Agent, and click Stop.BSelect CONTROL-M Tracker, and click Stop. 2Insert the installation CD. ■ If the Autorun option is enabled on your computer, installation will start automatically after inserting the CD in the CD-ROM drive. If the Autorun option is disabled on your computer, choose Start=>Run and enter the following command: where ■ 3Click Next when prompted, and then click Finish. 34CONTROL-M/Control Module for PeopleSoft Administrator Guide Upgrading to CONTROL-M/CM for PeopleSoft 6.1.02 4CONTROL-M/CM for PeopleSoft has been successfully upgraded.5Restart the CONTROL-M/Agent and CONTROL-M/Tracker services. Chapter 2Installation and Configuration35 Uninstalling CONTROL-M/CM for PeopleSoft Uninstalling CONTROL-M/CM for PeopleSoft The procedures described below can be used to uninstall CONTROL-M/CM for PeopleSoft from Unix and Microsoft Windows. To Uninstall from Unix 1Log on as the root user and use the shut-ag command to shut down CONTROL-M/Agent. 2Log off as the root user, and log in as the CONTROL-M/Agent user.3Run the following command to uninstall CONTROL-M/CM for PeopleSoft: $HOME/ctm/cm/uninstall/PS8The following messages are displayed: Ensure that CONTROL-M/Agent is not running.Do you want to continue [y/n]: y Shutting down the CONTROL-M/CM for PeopleSoft... All files from 4Enter Y. The following message is displayed: Please restart the CONTROL-M/Agent.Uninstall completed. The uninstallation procedure is complete. CONTROL-M/CM for PeopleSoft has been successfully removed from your computer. To restart CONTROL-M/Agent, log on as the root user again, and run the start-agcommand. To Uninstall from Microsoft Windows 1Stop CONTROL-M/Agent services. 2From the Start menu, select Settings => Control Panel. 36CONTROL-M/Control Module for PeopleSoft Administrator Guide Uninstalling CONTROL-M/CM for PeopleSoft 3Double-click Add/Remove Programs. 4Select CONTROL-M/Control Module for PeopleSoft, and click Add/Remove. A confirmation window is displayed. 5Click OK to continue. 6Restart CONTROL-M/Agent services. The uninstallation procedure is complete. CONTROL-M/CM for PeopleSoft has been successfully uninstalled from your computer. Chapter 2Installation and Configuration37 Uninstalling CONTROL-M/CM for PeopleSoft 38CONTROL-M/Control Module for PeopleSoft Administrator Guide Chapter3 Handling PeopleSoft Processes and Jobs A CONTROL-M/CM for PeopleSoft job is a job processing definition for either a process or a job in PeopleSoft. These jobs are defined using the Job Editing form in CONTROL-M/Desktop. The Job Editing form contains a series of panels, including a PeopleSoft panel, as shown in Figure1 on page42. The following tasks are described in this chapter: ■■■■■■ Creating a Job Skeleton Creating a Job Processing Definition for a PeopleSoft Job or ProcessMonitoring and Updating a PeopleSoft Process or JobManaging PeopleSoft Jobs or ProcessesRerunning a Job Specifying and Sharing Additional Data NOTE For more information about the Job Editing form and Job parameters, see the CONTROL-M/Desktop User Guide and the CONTROL-M Job Parameter and Variable Reference Guide. Chapter 3Handling PeopleSoft Processes and Jobs39 Creating a Skeleton for a Job Processing Definition Using the task described in this section you can prepare a skeleton for PeopleSoft jobs or processes in CONTROL-M/Desktop. Before You Begin Select an existing skeleton from the Current Skeleton list, and make a copy of it, giving it a new, logical name. It is recommended that you use the WINDOWS_SKELETON for this purpose. In order to work with Node Groups, you should do the following: ■Ensure that the application type parameter of the required Node Group is PS8. For more information, see the section \"Node Group Menu\" in the Maintenance chapter of the CONTROL-M/Server Administrator Guide.) ■Run the ctmgetcm utility on CONTROL-M/Server with a specified value of Get for the Action parameter for the Node ID under which CONTROL-M/CM for PSFT is installed. For more information, see the ctmgetcm section, in the Utilities chapter in the CONTROL-M/Server Administrator Guide. ■ Creating or Modifying a Skeleton 1To open the Skeleton Editor, click Edit Skeleton on the toolbar. 2Choose the required CONTROL-M from the drop-down list. For information about specifying CONTROL-M definitions, see the CONTROL-M/Enterprise Manager Administrator Guide. 3Click Application. An extra section of the Skeleton Editor is displayed.4In the Application Node Group field, you can specify either the name of the CONTROL-M/Agent, or the Node Group on which you want to define and run jobs. ■ To specify an Agent, manually enter the name of the Agent. To specify a Node Group, manually enter the name of the Node Group, or click Load to generate a list of Application Node Groups. Select the required Node Group, which must have the type PS8, and click OK. If the required Node Group is not displayed in this list, the ctmgetcm utility was not run properly. For information see the CONTROL-M/Server Administrator Guide. ■ 40CONTROL-M/Control Module for PeopleSoft Administrator Guide 5In the Application field: ■ If you specified the Application Node Group field manually, you must specify an applicable set of values from the drop down list. If you chose the Application Node Group field from the Load list, this field is automatically specified according to your selection. ■ 6In the Form Name field, specify PEOPLESOFT. 7Click OK. The Skeleton is created.Where to Go from Here SubjectCreating a JobDefining a SkeletonSpecify Parameter Values Location See “Creating a CONTROL-M/CM for PeopleSoft Job” on page41. For more information about defining a skeleton, see Chapter 5 of the CONTROL-M/Desktop User Guide.For more information about parameter values, see the CONTROL-M Job Parameter and Variable Reference Guide. Creating a CONTROL-M/CM for PeopleSoft Job Use the following task to create a CONTROL-M/CM for PeopleSoft job. Before You Begin Ensure that you have a job skeleton defined for PeopleSoft jobs, as described in “Creating or Modifying a Skeleton” on page40. 1Select the skeleton for CONTROL-M/CM for PeopleSoft jobs from the Current Skeleton drop-down list in CONTROL-M/Desktop. 2Choose Edit => Job => New from the menu bar, or click. Chapter 3Handling PeopleSoft Processes and Jobs41 NOTE For descriptions of all panels in the Job Editing form, see Chapter 3 of the CONTROL-M/Desktop User Guide. 3Click the PS8 tab of the Job Editing form to display the PeopleSoft Panel, as shown in Figure1 on page42. The fields in the PeopleSoft panel are described in Table3 on page43. Figure1PeopleSoft Panel, Job Editing form NOTE You do not have to be connected to the PeopleSoft environment in order to define a CONTROL-M/CM for PeopleSoft job. If you are not connected to the PeopleSoft environment, and you define a job, the Search and Select buttons are ineffective. In such a situation, job verification will be performed upon job submission. 42CONTROL-M/Control Module for PeopleSoft Administrator Guide Table3PeopleSoft Panel Parameters (Part1of2) Definition Describes the connection attributes between a PeopleSoft environment, and CONTROL-M/CM for PeopleSoft. For more information, see “Configuration and Profile Management” on page60. The PeopleSoft user ID that is authorized to run this job. This parameter affects the jobs and processes available for this job (processing definition). An identifier that, paired with your user ID, uniquely identifies the job or process you are running. It also enables important parameters to be available for a job or process when it runs. This ensures that when a job or process runs in the background, it does not have to prompt you for any additional values. Note: The Search button for this parameter retrieves a list of Run Control IDs associated with the user ID. Parameter Connection ProfileUser ID Run Control ID Server Name Name of the application server that will eventually run the job. Note: The Search button for this parameter retrieves a list of possible servers. Process Name Name of either the job or process in PeopleSoft to be scheduled.Notes: ■ The Select and Edit button retrieves a list of all jobs and processes that the user is authorized to run. This list is determined according to the value specified in the Process Type field. The Edit Current Process button enables you to edit the currently selected job or process. ■ These two buttons open windows in which you can edit PeopleSoft-related parameters (for example, Output Type, Format, Destination, Distribution Methods). For more information, see the PeopleSoft documentation. Chapter 3Handling PeopleSoft Processes and Jobs43 Table3PeopleSoft Panel Parameters (Part2of2) Definition A global definition under which related jobs or process definitions are grouped.Notes: ■ Parameter Process TypeWhen running a PeopleSoft job (as opposed to a Process), specify the PSJob type. The Search button retrieves a list of available process types. ■ The Advanced button next to the Description panel is described in “Specifying and Sharing Additional Data” on page50, and is not a required step in this procedure. NOTE Much of the information specified in the PeopleSoft panel is dependent on what was defined in the panel before any given parameter. This means that the user ID is specified according to the connection profile, and the Server Name is dependent upon this value. Therefore, changing parameter values in the middle of the procedure generates an error message and necessitates further changes in several other parameters. 4In the Connection Profile field, enter the required connection profile. 5In the User ID field, enter a PeopleSoft user ID that exists in the selected PeopleSoft environment. 6In the Run Control ID field, enter a Run Control ID that is associated with the PeopleSoft job or process. 7In the Server Name field, enter a Server Name to be used for running the PeopleSoft job or process. 8In the Process Name and Process Type fields, enter the job/process name and type that the user is authorized to perform. The description of the job/process is automatically displayed below these fields. 9To enable permissions for PeopleSoft users to see the output report through the PeopleSoft web interface, click Edit Current Process. The PROCESSES dialog is displayed (see Figure2). 44CONTROL-M/Control Module for PeopleSoft Administrator Guide AEnsure that the Type field is specified as Web. BIn the Output Destination field, enter one of the following: ■■■ User: User: CClick OK to return to the PeopleSoft panel of the Job Editing form. Figure2 PROCESSES Dialog NOTE For the description to be visible, you must be connected to the PeopleSoft environment. 10When you are satisfied with the data in the PeopleSoft panel, click Save to Draft. The job is added to the specified CONTROL-M Scheduling table. Where to Go From Here Subject Location Defining other Job Editing For more information about all CONTROL-M job form parameters.parameters, see the CONTROL-M Job Parameter and Variable Reference Guide. Chapter 3Handling PeopleSoft Processes and Jobs45 Monitoring and Updating a PeopleSoft Process or Job After a job has been scheduled (ordered) to run, you can monitor its status using CONTROL-M/Enterprise Manager. Before You Begin: CONTROL-M/Enterprise Manager must be running, and jobs must have been ordered. For more information, see the CONTROL-M/Enterprise Manager User Guide. Monitoring a PeopleSoft Process or Job 1Double-click the job in CONTROL-M/EM. The Job Editing form is displayed.2Click the PS8 tab. The PeopleSoft panel is displayed, as shown in Figure3, below.Figure3 PeopleSoft Panel in CONTROL-M/EM The parameters in the PeopleSoft panel at this stage are the same as when you defined the job, except that the panel has a different look to it and you cannot modify parameter values. 3When a job or process is running, click Refresh to display how the job is progressing. 46CONTROL-M/Control Module for PeopleSoft Administrator Guide Refresh is only effective when data about the job has been processed and is available. If there is no data yet, an error message is displayed. NOTE If you click Refresh when no data is available and receive the error message, you must close and reopen the Job Editing form. 4Click Details at the end of the line for which you want to display the details of that process. The Job Process Details window is displayed. Figure4 Job Process Details window The specifics of the process are displayed in the Job Process Details dialog box. The following buttons are available:ButtonDescription Hold RequestHolds or pauses a queued job.Restart RequestResubmits or queues a job after holding. Delete Request Deletes the job from the PeopleSoft database (no undo).Note: To kill a job, use the Kill Job option in CONTROL-M/EM. NOTE Click Refresh in the PS8 panel of the Job Editing form to get an accurate and current reading of processing details. Chapter 3Handling PeopleSoft Processes and Jobs47 Managing PeopleSoft Jobs or Processes This section describes how to view a job log, how to retrieve statistical data and how to kill a CONTROL-M/CM for PeopleSoft job. ToView a CONTROL-M/CM for PeopleSoft Log Right-click on the job and select Sysout. The job log is displayed. NOTE It is advisable to wait a short time after the job has finished before trying this, to ensure that the log data has been obtained. ToRetrieve Statistical Data Right-click on the job and select Statistics. A window containing statistical data is displayed. ToEnd (“Kill”) a CONTROL-M/CM for PeopleSoft Job Right-click on the job and select Kill. The job ends. 48CONTROL-M/Control Module for PeopleSoft Administrator Guide Rerunning a Job These procedures describe how to rerun a job, and how to ensure that a job reruns from a specific process number. Before You Begin: The CONTROL-M/CM for PeopleSoft job must have run and ended. Rerunning a Job Right-click the job and select Rerun. The job starts running again. Pre-setting a Rerun Process Number NOTE The following procedure is relevant for jobs that contain more than one process, and did not end successfully. 1Right-click the job and select Hold. 2Double-click the job. The PS8 panel is displayed. 3In Rerun From Step, enter the process number from which the job should be rerun. The process at which the job failed is provided by default. If you enter a non-default process, make sure that the process does not have Success status. 4Click OK. 5Right-click the job, and select Free. 6Right-click the job and select Rerun. NOTE If a job ended successfully and is rerun, the Rerun From Step field is disabled, and the job can only be rerun from the beginning. In this situation, follow the “Rerunning a Job” procedure. Chapter 3Handling PeopleSoft Processes and Jobs49 Specifying and Sharing Additional Data This procedure describes how to share data between CONTROL-M and a PeopleSoft job or process. Before You Begin: Create a CONTROL-M/CM for PeopleSoft job, as described on page40. ToShare Data Between CONTROL-M and PeopleSoft: 1In the PS8 panel of the Job Editing form, click Advanced. The Advanced window is displayed. The Advanced window consists of three generic parameters. In these parameter fields, you can enter AutoEdit variables or PeopleSoft application constants, according to your requirements (for example, filename). These parameters enable you to create different CONTROL-M/CM for PeopleSoft jobs that correspond to the same process, but with different parameters for iteration. Set the appropriate advanced parameter value in each job to correspond with the PeopleSoft process. Example A PeopleSoft process is scheduled to run at the end of each day, each week and each month. Each instance of the process has similar parameters. 2Various specifications can be made in each parameter, as described below: ■ You can redefine the user-defined value in the PeopleSoft process, so it will use the USERDEF1, USERDEF2 or USERDEF3 parameters:In the process definition in ProcessScheduler, select Override Options => Parameter List => Override. You can replace the data base type using userdef1, as follows: 1.In Override Options => Parameter List, set -CT :CONTROLM.USERDEF1.2.In the Advanced window of CONTROL-M/Desktop, enter your data base type (for example, Oracle) in the USERDEF1 field. ■ 3When you are satisfied with the data in the PeopleSoft panel, click Save to Draft. The job is added to the specified scheduling table. 50CONTROL-M/Control Module for PeopleSoft Administrator Guide Chapter4 Administration Tasks This chapter describes the tasks that can be performed using command-line utilities that are provided with CONTROL-M/CM for PeopleSoft. These are described under the following topics: ■ “Extracting and Importing PeopleSoft Processes and Jobs” on page52.“Diagnosing Your Work Environment” on page59“Configuration and Profile Management” on page60“Managing Connection Profiles” on page65“Shutting Down” on page71 ■ ■ ■ ■ NOTE For more information about CONTROL-M command-line utilities, see the CONTROL-M/Server Administrator Guide, and the CONTROL-M/Enterprise Manager Utility Guide. Chapter 4Administration Tasks51 Extracting and Importing PeopleSoft Processes and Jobs Extracting and Importing PeopleSoft Processes and Jobs The CONTROL-M/CM for PeopleSoft extraction utility (psftcmextract) enables you to monitor and control a currently executing PeopleSoft job or process by extracting information about it and creating an ad-hoc job in CONTROL-M. See “Extracting an Executing Job or Process” on page56. You can also use the extract utility to extract job or process definitions from PeopleSoft to CONTROL-M. This enables you to build a CONTROL-M job definition based on the original, and form Scheduling tables using these definitions. See “Extracting Job Definitions” on page57. Before you perform either of the above procedures, you must build a Rule File, as described in “Building a Rule File” on page52. Building a Rule File Rule files are used as input for the psftcm extract utility. This procedure describes how to build a rule file, to be used when using this utility. Tobuild a rule file: 1Open a new file using an editing tool application (for example, V.I., or Notepad).2Build the rule file, according to whether you wish to: ■ ■ Extract a currently executing job or process. For this rule file, use the structure described below. Extract a job definition. For this rule file, use the structure described on page53. NOTE The rule file structures are provided in XML format. The rule file parameters are described in Table4 on page. Extracting executing jobs or processes: Use the following structure for rule files that will be used to extract information about PeopleSoft jobs that are currently executing. 52CONTROL-M/Control Module for PeopleSoft Administrator Guide Extracting and Importing PeopleSoft Processes and Jobs Extracting definitions: Use the following structure for rule files that will be used to extract information about PeopleSoft job definitions. Chapter 4Administration Tasks53 Extracting and Importing PeopleSoft Processes and Jobs Table4Profilepsftcm extract Rule File Parameters (Part1of2) Name of a connection profile.Must already be defined in the PeopleSoft Connection Profiles file.Mandatory Rule File ParameterDescription The following parameters can be used as a mechanism for filtering jobs to be extracted according to the specified value.JobnamePrcsnameJobinstanceProcessinstanceUserid Name of the JobName of the Process Instance number of the executing job Instance number of the executing processPeopleSoft user ID The following are pre- and post-processing parameters that apply to every existing job and process according to the filter specifications. Note: When extracting a definition, the following parameters are mandatory: Table, Application, Group, Runcntlid and Userid. When extracting an executing job, the default CONTROL-M or PeopleSoft values (as applicable) for these parameters are used.TableApplication Scheduling table. Name of the application to which the job’s group belongs. Together with the Group parameter, this determines the position of the job in the Application/Group hierarchy. Name of the group to which the job belongs. Together with the Application parameter, this determines the position of the job in the Application/Group hierarchy. Logical name of the node group that will process the job. Selecting the Application Node Group determines the values for the Application Type, Application Version, and Control Module Version parameters. Click Load to import one of the available Application Groups from your CONTROL-M installation. Note: If this parameter has no value specified, the host name of the Agent’s computer is used. Userid Name of PeopleSoft user who will run the job. Group Nodegrp CONTROL-M/Control Module for PeopleSoft Administrator Guide Extracting and Importing PeopleSoft Processes and Jobs Table4Runcntlidpsftcm extract Rule File Parameters (Part2of2) Run control ID.Location of job Output destination formatOutput destination typeOutput destination For the outcondition version sub-parameter, indicates whether to add or delete a post-processing condition. Valid values: ADD or DEL For the incondition version sub-parameter, specifies the pre-processing condition. Valid values: AND or OR. Rule File ParameterDescriptionRunlocationOutdestformatOutdesttypeOutdestRequest NameOdate Name of the specified condition. Original scheduling date of the job. For more information, see the CONTROL-M Job Parameter and Variable Reference Guide. Where to Go from Here Subject Location Monitoring and See “Extracting an Executing Job or Process” on controlling a currently page56.executing PeopleSoft job or process Extracting a PeopleSoft job See “Extracting Job Definitions” on page57.definition Further parameter descriptions See the CONTROL-M Job and Variable Reference Guide. Chapter 4Administration Tasks55 Extracting and Importing PeopleSoft Processes and Jobs Extracting an Executing Job or Process This procedure uses CONTROL-M to monitor PeopleSoft jobs or processes that are already running, and to perform post-processing activities according to the job or process status upon completion. Before You Begin ■ ■■ Ensure that you have an appropriately structured rule file, as described on page52. In Microsoft Windows, log in to your computer and open an MS-DOS window.In Unix, log on as the CONTROL-M/Agent user. ToExtract an Executing Job or Process1Enter the following command: psftcm extract ■ If no previous output file existed, the Extract utility will create one. If an output file did exist previously, the Extract utility will replace it.In Microsoft Windows, the output file must have a .bat extension.For more information about CONTROL-M ctmcreate commands, see the CONTROL-M/Server Administrator Guide. ■ ■ 2After the output file has been created, open it and verify that the results are correct, according to your specifications in the rule file. If you are not satisfied with the results you can either edit the output file manually, or alter the rule file and re-run the psftcm extract utility command. 3To run the output file as a script, enter the following command: ■ In Unix: sh table
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