Viewpoints

A Viewpoint is a filtered view of jobs and folders in your active environment The workflows of jobs and SMART folders that are scheduled to execute on the current Control-M day. that enables you to monitor the real-time execution status of your workflows across multiple Control-M/Servers and Agents. You can create simple or sophisticated Viewpoints based on the hierarchies and filters that you define, as described below:

• Hierarchies: Enable you to determine the organizational appearance of a Viewpoint.

• Filters: Enable you to filter Viewpoints by specific prerequisites and folder, job, scheduling, and run time attributes. You can apply similarities, equalities, and other Boolean operators to further refine a Viewpoint. You can also save a set of user-defined filters and apply them to public Viewpoints, as described in Creating a Filter Preset.

You can create or open the following types of Viewpoints:

• Public Viewpoints: Administrator-defined Viewpoints in Control-M Desktop, that are accessible to all Control-M Desktop and Control-M Web users, and that enable Administrators to ensure that everyone sees the same Viewpoint. This eliminates the time required to create new Viewpoints on every inspection, as described in Creating a Public Viewpoint.
  You can apply additional, ad hoc filters and public or user-defined, filter presets to public Viewpoints. For more information, see Creating a Filter Preset.

  An operator finds a specific job that ended Not OK. To discover more about the job, they open an All Jobs public Viewpoint with a Run ID filter for this job.

• Private Viewpoints: User-defined Viewpoints in Control-M Web that you can create as needed, such as to monitor a specific workflow, and discard or save for future use from your user account, as described in Creating a Private Viewpoint.

You can also open saved Viewpoints from History, which enables you to review past environment data and track previous workflow executions, as described in Opening a Viewpoint from History.

You can view up to 20,000 jobs in a Viewpoint. If you want to increase this limit, you must contact your Administrator. To limit the number of jobs that appear in a public Viewpoint, you can open a public Viewpoint with filters or presets.

In SLA Management, estimated job execution times appear in private Viewpoints, as described in Service Management.

In the CCM, Administrators can determine the number of private Viewpoints that users can create via the Maximum Viewpoints a User Can Define parameter, as described in Control-M Web Parameters. If you exceed this limit, the oldest saved Viewpoint is deleted.

Creating a Private Viewpoint

This procedure describes how to create a private Viewpoint, which enables you to monitor the structure, scheduling, and real time execution status of workflows on one or more Control-M/Servers.

Begin

1. From the Monitoring domain, click Viewpoints.

   The Viewpoints tab appears.

2. From the Viewpoints toolbar, click Add Viewpoint.

   The Add Viewpoint dialog box appears.

3. Do the following:

   1. Click Viewpoint <#>.

      The Edit Name and Description dialog box appears.

   2. In the Name field, type a logical Viewpoint name.

   3. (Optional) In the Description field, type a logical Viewpoint description.

4. Click Hierarchy to define the hierarchical order of the Viewpoint.

   The Hierarchy area expands.

5. Do one or more of the following:

   • Rearrange Hierarchy: Click any of the hierarchical attributes and drag them to the required location.

   • Add Hierarchical Level: Do the following:

     1. Select a hierarchical attribute and click to add a level below it.

        A new level appears, which contains a drop-down attribute list.

     2. From the attribute drop-down list in the new level, search for or select the required attribute from the drop-down list.

        The new attribute appears in the hierarchy.

6. From the Filter area, do one or more of the following to define Viewpoint filters that include or exclude general, plug-in, scheduling, prerequisite, or run-time attributes:

   You can use pattern-matching strings to define multiple named attributes in many of the attribute fields, as described in Pattern-Matching Strings.

   • Include Attributes: Do one or more of the following to include attributes:

     • Include Default Attributes: In one or more of the default attribute fields, search for, select, or type the required attribute names.

     • And Include Attributes: Do the following to include non-default attributes:

       1. Click Add Attribute and search for or select the required attribute from the drop-down list.

          The added attribute appears in the Include Attributes area.

       2. In the added attribute field, search for, select, or type the required attribute name.

     • Or Include Attributes: Do the following to add attributes that are included via a Boolean OR expression.

       1. Click Add Set of Attributes and search for or select the required attribute from the drop-down list.

          The added attribute appears in the Or area.

       2. In the added attribute field, search for, select, or type the required attribute name.

          The attribute name appears in the field.

   • Exclude Attributes: Click Exclude Attributes to expand this menu, and do one or more of the following:

     • Exclude Defined Attributes: Do the following to define attributes that are excluded:

       1. Click Add Set of Attributes and search for or select the required attribute from the drop-down list.

          The added attribute appears in the Exclude Attributes area.

       2. In the added attribute field, search for, select, or type the required attribute name.

          The attribute name appears in the field.

     • And Exclude Attributes: Do the following to include more attributes:

       1. Click Add Attribute and search for or select the required attribute from the drop-down list.

          The added attribute appears in the Exclude Attributes area.

       2. In the added attribute field, search for, select, or type the required attribute name.

          The attribute name appears in the field.

     • Or Exclude Attributes: Do the following to add a set attributes that are excluded via a Boolean OR expression.

       1. Click Add Set of Attributes and search for or select the required attribute from the drop-down list.

          The added attribute appears in the Or area.

       2. In the added attribute field, search for, select, or type the required attribute name.

          The attribute name appears in the field.

7. Click Save and Open.

   The Viewpoint is created, saved, and appears in a new tab.

Creating a Filter Preset

The following procedure describes how to create a user-defined set of filters that you can save and apply to public Viewpoints, either from the Viewpoints pane or an open Viewpoint.

Begin

1. From the Monitoring domain, click Viewpoints.

   The Viewpoints tab appears.

2. From the Viewpoints pane, click next to the required Public Viewpoint.

   A drop-down list appears.

3. Click Open with Filters.

   The Open Viewpoint with Filter dialog box appears.

4. Define filters, as described in Creating a Private Viewpoint.

5. From the Filter area, click the Filter Presets drop-down list, and then click Save.

   The Save Preset dialog box appears.

6. In the Name field, type a filter preset name and click Save.

   The filter preset is saved.

Run Time Attribute Filters

The following table describes the run time attribute Viewpoint filters that you can add and define.

Attribute	Description
CM Application Job Status	Defines the current execution status of the plug-in job.
Deleted Jobs	Determines whether deleted jobs appear in the Viewpoint.
Folder Held	Determines whether folders that are in a hold A job action that stops the job from executing or pauses a job that is currently executing. state appear in the Viewpoint.
Held	Determines whether jobs that are in a hold state appear in the Viewpoint.
Run Date	Determines the jobs that appear in the Viewpoint, based on the job execution date that you define.
Run ID	Determines the job or SMART folders that appear in the Viewpoint, based on the run ID The identification code for a SMART folder, sub-folder, or job execution. number that you define.
Execution Time	Determines the jobs or SMART folders that appear in the Viewpoint, based on the actual or estimated job execution times that you define.
Job Status	Determines the jobs or SMART folders that appear in the Viewpoint, based on the job status that you determine.

See the following topics for descriptions of other attributes that you can filter:

• Prerequisites

• Folder General Attributes

• Sub-folder General Parameters

• Job Types

• Scheduling

Opening a Viewpoint from History

This procedure describes how to open private Viewpoints that you have created and saved in the past. This enables you to review older environment data and track workflow execution.

Before You Begin

• You must have created and saved at least one private Viewpoint on a previous Control-M day to use this tool.

Begin

1. From the table of saved Viewpoints in the Viewpoints tab, select the Viewpoint that contains the required historical data.

2. From the Viewpoints toolbar, click History.

   A dialog box with a calendar and a Control-M/Server drop-down list appears.

3. From the Server drop-down list, select the required Control-M/Server.

4. From the calendar, click the required date.

   The private, saved Viewpoint for that date appears.

   • You can edit Viewpoint fields by clicking Edit.

   • Jobs from earlier dates that remain in the active environment appear in the Run Date column in List View.