Configuring Workflow Insights

This procedure describes how to configure the Workflow Insights settings.

Before You Begin

Verify that you have Full Database Maintenance privilege in CCM.

Begin

  1. From the , select Configuration.

  2. From the drop-down list, select Workflow Insights Details and Settings.

    The Workflow Insights Details and Settings tab appears.

  3. Click Settings and define the parameters, as follows:

    • Retain Workflow Insights Data for X Months: Determines the number of months the Workflow Insights data is available.

      • Valid Values: 3–60

      • Default: 16

      • If you increase the data retention period, you might need to upgrade the hardware on the Control-M/EM machines. For more information, contact Customer Support.

      • You can also configure this parameter through Control-M Automation API, where it is named WorkflowInsightsDataRetention. See System Settings Configuration.

    • Cluster Backup Location: Determines the network location where Elastic cluster data snapshots are backed up.

      • By setting this parameter, you enable data backup of the elastic cluster.

      • Use a network location that is accessible from all Control-M/EM hosts.

      • For Windows, Control-M/EM components run with system account privileges. Either allow system account access to the share location or change the Configuration Agent (CA) service logon and the emmaintag process to a user with access rights.

      • Before setting the backup location, mount the file system to the same location for all Control-M/EM hosts.

      • You can also configure this parameter through Control-M Automation API, where it is named WorkflowInsightsSnapshotLocation. See System Settings Configuration.

  4. Recycle all Elasticsearch instances and then recycle all Workflow Insights services as described in Recycling a Component.

  5. Verify that you defined the Workflow Insights Backups, as described in Defining Workflow Insights Backups.