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 icon, select Configuration.

   The Configuration domain opens.

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.