Site Standards

To enable Site Standards configuration, you must first install Control-M/EM version 9.0.21 and the Control-M Workload Change Manager add-on.

Site Standards are rules that enable you to control job definition in Control-M by enforcing restrictions on specific job parameters. Site Standards are applied at the folder level, and apply to the subfolder and jobs within the folder.

Site Standard Properties

The following example shows the basic properties of a simple Site Standard. This Site Standard includes two Site Standard rules, as well as one business parameter and one internal rule that are used in the Site Standard rules.

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"MyStandard": {
   "Type": "SiteStandard",
   "Description": "This is a description of the Site Standard",
   "EventFormat": "{SourceProperty:JobName}-TO-{TargetProperty:JobName}",
   "Rules": [{
      "Type": "Rule:Text",
      "Property": "Application",
      "Include": {
         "Patterns": [
            "{BusinessParameter:3DIGIT_BP}*{InternalRule:3DIGIT_IR}"
         ]
      }
   },
   {
      "Type": "Rule:Text",
      "Property": "SubApplication",
      "Include": {
         "Patterns": [
            "{BusinessParameter:3DIGIT_BP}*{InternalRule:3DIGIT_IR}"
         ]
      }
   }],
   "InternalRules": [{
      "RuleName": "3DIGIT_IR",
      "Characters": {
         "MinimumLength": "3",
         "MaximumLength": "3",
         "Alphanumeric": {
            "Digits": true
         }
      }
   }],
   "BusinessParameters": [{
      "Required": true,
      "ParameterName": "3DIGIT_BP",
      "Characters": {
         "MinimumLength": "3",
         "MaximumLength": "3",
         "Alphanumeric": {
            "Digits": true
         }
      }
   }]
}

Parameter	Description
Description	Describes the purpose of the Site Standard. Maximum length: 512 characters
EventFormat	Defines a default pattern that applies when a condition is created, which can be assembled from the following parts: Fixed text. Source property: Defines a property value from the predecessor job in the following format: "{SourceProperty:<name>}". Target property: Defines a property value from the successor job in the following format: "{TargetProperty:<name>}". Valid values for Source and Target properties: JobName File (z/OS) MemberName. Application SubApplication Host/HostGroup RunAs ParentFolder Default: {SourceProperty:JobName}-TO-{TargetProperty:JobName}.
Rules	List of rules that define restrictions on properties.
InternalRules	List of reusable rules that you can include within other rules or business parameters.
BusinessParameters	List of reusable input parameters that enable you to restrict values consistently in all jobs in the folder. Values of business parameters are defined at the folder level and are applied to all jobs within the folder.

Site Standard Rules

Site Standard Rules define a restriction to apply to a specific job property.

The following Rule types are available:

Rule:Text
Rule:Numeric
Rule:Boolean
Rule:Enum
Rule:List
Rule:OperatorValue
Conditional Rule

Rule:Text

Applies to text-based job properties.

The following example shows a job property that is given a default value and is made into a mandatory field:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
        "Type": "Rule:Text",
        "Property": "Application",
        "Default": "APP",
        "Required": true
        }
    ]
}

Parameter	Description
Property	Specifies the job property to which the rule must apply. Valid values: ParentFolder Application SubApplication Description RunAs DocumentationFileName DocumentationPath JobName FileName CreatedBy Command (Command Line). Priority Host (Host/Host Group). Name (Variables). Value (Variables). FolderName SubFolderName UserDaily TimeZone Calendar (Name). MonthDaysCalendar. WeekDaysCalenda.r Event Name (Resource Pools / Lock Resources) . Message (Notification Before/After). To CC Subject Summary Description Name (Variable). Value (Variable). Job Folder Server Event RuleName RuleValue FromProgram ToProgram FromProcedure ToProcedure VariableName (Capture). z/OS only: Name (Step Range). FromProgram (Step Range). ToProgram (Step Range). FromProcedure (Step Range). ToProcedure (Step Range). FilePath OverridePath EmbeddedScript (JCL). SchedulingEnvironment SystemAffinity RequestNJENode ControlDCategory FolderLibrary RerunMember PDS MinimumPDS StatisticsCalendar FromClass FolderDSN
Default	Defines a default value for the defined job property when creating a new job. Use SystemDefault if you want this property to use the Control-M default value.
Required	Determines if the job property is a mandatory field. Valid values: true \| false Default: false

Parameter

Description

Property

Specifies the job property to which the rule must apply.

Valid values:

ParentFolder
Application
SubApplication
Description
RunAs
DocumentationFileName
DocumentationPath
JobName
FileName
CreatedBy
Command (Command Line).
Priority
Host (Host/Host Group).
Name (Variables).
Value (Variables).
FolderName
SubFolderName
UserDaily
TimeZone
Calendar (Name).
MonthDaysCalendar.
WeekDaysCalenda.r
Event
Name (Resource Pools / Lock Resources) .
Message (Notification Before/After).
To
CC
Subject
Summary
Description
Name (Variable).
Value (Variable).
Job
Folder
Server
Event
RuleName
RuleValue
FromProgram
ToProgram
FromProcedure
ToProcedure
VariableName (Capture).

z/OS only:

Name (Step Range).
FromProgram (Step Range).
ToProgram (Step Range).
FromProcedure (Step Range).
ToProcedure (Step Range).
FilePath
OverridePath
EmbeddedScript (JCL).
SchedulingEnvironment
SystemAffinity
RequestNJENode
ControlDCategory
FolderLibrary
RerunMember
PDS
MinimumPDS
StatisticsCalendar
FromClass
FolderDSN

Default

Defines a default value for the defined job property when creating a new job.

Use SystemDefault if you want this property to use the Control-M default value.

Required

Determines if the job property is a mandatory field.

Valid values: true | false

Default: false

The following example shows a rule that applies to a text-based job property only if certain conditions are met:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application",
            "ApplyOn": {
                "JobType": "All",
                "Conditions" : [ 
                {
                  "Property" : "Application",
                  "Value" : "AAA",
                  "Operator" : "StartsWith"
                }, 
                {
                  "Property" : "Times",
                  "Value" : "3",
                  "Operator" : "GreaterThan"
                } 
              ]
           }
        }
    ]
}

Parameter	Description
ApplyOn	Defines one or more conditions that must be met for the rule to apply.
JobType	Specifies the job type where the Site Standard rule must apply. To apply the rule on all job types, use All. The rule is applied only if the property exists in the job type.
Property	Specifies the job property to test with the pattern defined in Value.
Value	Defines the pattern that must be matched.
Operator	Defines the relationship between Property and Value: Valid values for Boolean Property: true false Valid values for numeric Property: Equals (default). DoesNotEqual GreaterThan LessThan Valid values for Enum Property: Equals (default). DoesNotEqual Valid values for text Property: Equals (default). GreaterThan LessThan Contains DoesNotContain IsEmpty IsNotEmpty StartsWith EndsWith DoesNotStartWith DoesNotEndWith

The following example shows a text-based job property that must include a Value and a Description from one of the objects that appears in the Values array:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application",
            "Include": {
                "Values": [
                    {"Value": "DEV", "Description": "Development"},
                    {"Value": "QA", "Description": "Quality Assurance"},
                    {"Value": "PROD", "Description": "Production"}
                ]
            }
        }
    ]
}

The following example shows a text-based job property that must include a specific pattern and also excludes a list of values:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application",
            "Include": {
                "Patterns": [
                    "PREFIX-*"
                ]
            },
            "Exclude": {
                "Values": [
                    "PREFIX-EXCLUDE1",
                    "PREFIX-EXCLUDE2",
                    "PREFIX-EXCLUDE3"
                ]
            }
        }
    ]
}

Parameter	Description
Property	Specifies the text-based job property to which the rule must apply.
Include	Defines which text to allow. You cannot Include Values and Patterns together.
Exclude	Defines which text to restrict. You cannot Exclude Values and Patterns together.
Values	Defines a list of values to allow or restrict An empty list means that there is no restriction. Each value must be an object of Value and Description: Example: {"Value": "val1", "Description": "Des1"}
Patterns	Defines a list of patterns to allow or restrict An empty list means that there is no restriction. Patterns can be assembled from a mix of the following parts: Free text: "*". Fixed text: "Fixed". Control-M Property: "{Property:Application}". Internal Rule: "{InternalRule:IR1}" Business Parameter: "{BusinessParameter:PB1}"
Characters	Defines which characters to allow. The default is all characters.
Default	Defines a default value for the defined job property when creating a new job.
Required	Determines if the job property is a mandatory field. Valid values: true \| false Default: false

The following example allows only uppercase letters for a text-based job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application"
            "Characters": {
                "Alphanumeric": {
                    "UppercaseLetters": true,
                    "LowercaseLetters": false,
                    "Digits": false
                }
            }
        }
    ]
}

The following example allows only specific alphanumeric values for text-based job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application"
            "Characters": {
                "Alphanumeric": {
                    "UppercaseLetters": false,
                    "LowercaseLetters": false,
                    "Digits": false,
                    "SpecificCharacters": "@#$%"
                }
            }
        }
    ]
}

Parameter	Description
Alphanumeric	Defines which values are allowed. Cannot be defined with an Any restriction.
UppercaseLetters	Determines whether to allow uppercase characters. Valid values: true \| false Default: true
LowercaseLetters	Determines whether to allow lowercase characters. Valid values: true \| false Default: true
Digits	Determines whether to allow digits. Valid values: true \| false Default: true
SpecificCharacters	Lists specific characters to allow.

The following example shows a text-based job property that must contain a specific prefix and suffix:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application",
            "Include": {
                "Patterns": [
                    "PREFIX-*-SUFFIX"
                ]
            }
        }
    ]
}

The following example shows a text-based job property that must include a specific pattern and also excludes a list of values:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application",
            "Include": {
                "Patterns": [
                    "PREFIX-*"
                ]
            },
            "Exclude": {
                "Values": [
                    "PREFIX-EXCLUDE1",
                    "PREFIX-EXCLUDE2",
                    "PREFIX-EXCLUDE3"
                ]
            }
        }
    ]
}

The following example restricts the length of a text-based job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application"
            "Characters": {
                "MinimumLength": 3,
                "MaximumLength": 5
            }
        }
    ]
}

Parameter	Description
MinimumLength	Defines the minimum text length. Must be less than or equal to MaximumLength.
MaximumLength	Defines the maximum text length Must be greater than or equal to MinimumLength.

Parameter

Description

MinimumLength

Defines the minimum text length.

Must be less than or equal to MaximumLength.

MaximumLength

Defines the maximum text length

Must be greater than or equal to MinimumLength.

The following example restricts certain characters from a text-based job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Text",
            "Property": "Application"
            "Characters": {
                "Any": {
                    "ExceptForCharacters": "^$"
                }
            }
        }
    ]
}

Parameter	Description
Any	Shows that any characters are allowed, which is the default. Cannot be defined with an Alphanumeric restriction.
ExceptForCharacters	Lists the characters to restrict.

Parameter

Description

Any

Shows that any characters are allowed, which is the default.

Cannot be defined with an Alphanumeric restriction.

ExceptForCharacters

Lists the characters to restrict.

Rule:Numeric

Applies to numeric job properties.

The following example shows a set of rules to apply to the Times (Maximum reruns) field:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Numeric",
            "Property": "Times",
            "Values": "2,4,6-9",
            "Default: "2",
            "Required: true
        }
    ]
}

Parameter	Description
Property	Defines the job property to restrict. Valid values: FromColumn ToColumn Tolerance Every Times (Maximum reruns). DaysKeepActive DaysKeepActiveIfNotOk Quantity (Resource Pool). For z/OS: DaysToRetainData JobRunsToRetainData RetentionDays RetentionGenerations
Values	Defines a list of allowed values: n: Defines a specific number. >n: Defines a number greater than n. <n: Defines a number less than n. n-m: Defines a range, where m is greater than n. The n and m values can be either a positive or negative number.
Default	Defines a default numeric value to set for a new job.
Required	Determines whether the field must contain a value. Valid values: true \| false Default: false

Rule:Boolean

Applies to Boolean job properties, either Y/N or 0/1.

The following example shows a rule that defines that a job must always be cyclic:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Boolean",
            "Property": "Rerun",
            "Value": true
        }
    ]
}

Parameter	Description
Property	Defines the job property to restrict. Valid values: Remove RunOnAllAgentsInGroup EndFolder ActiveRetentionPolicy IndependentFlow Critical Rerun (cyclic). RetroactiveOrder Confirm (Requires user confirmation). For z/OS: RunAsStartedTask EmergencyJob AutoArchive ArchiveSysData (Archive the job SYSDATA).
Value	Defines the Boolean value. The value cannot be Default.
Default	Defines a default value to set for a new job. Valid values: true false SystemDefault Default: SystemDefault, which is the default value as defined by Control-M

Parameter

Description

Property

Defines the job property to restrict.

Valid values:

Remove
RunOnAllAgentsInGroup
EndFolder
ActiveRetentionPolicy
IndependentFlow
Critical
Rerun (cyclic).
RetroactiveOrder
Confirm (Requires user confirmation).

For z/OS:

RunAsStartedTask
EmergencyJob
AutoArchive
ArchiveSysData (Archive the job SYSDATA).

Value

Defines the Boolean value. The value cannot be Default.

Default

Defines a default value to set for a new job.

Valid values:

true
false
SystemDefault

Default: SystemDefault, which is the default value as defined by Control-M

Rule:Enum

Applies to job properties that have multiple fixed value enumerators.

A job property that appears as a drop-down list in the Control-M Desktop (UI), is referred to as Rule:Enum in JSON format.

The following example shows the job property RerunFrom, and lists the allowed values in an array. The possible values for the RerunFrom job property are Start, End, and Target. In this example, you create a rule that limits the options to End and Target only:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Enum",
            "Property": "RerunFrom",
            "Values": [
                "End",
                "Target"
            ]
        }
    ]
}

The following example shows a rule that limits the job to a specific time using the ToTime job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:Enum",
            "Property": "ToTime",
            "Values": [
                "EndOfDay",
                "AllowSubmissionPastNewDayTime",
                "0000"
            ]
        }
    ]
}

Parameter	Description
Property	Defines the job property name to restrict.
Values	Defines an array of the allowed values that can apply to the defined property. You must specify at least one value. For a list of all the possible values for each property, see the next table.
Default	Defines a default value to set for new job. Valid values: Specific value: Sets one of the possible values for the defined Property. SystemDefault: Sets the default value as defined by Control-M.

Parameter

Description

Property

Defines the job property name to restrict.

Values

Defines an array of the allowed values that can apply to the defined property.

You must specify at least one value.

For a list of all the possible values for each property, see the next table.

Default

Defines a default value to set for new job.

Valid values:

Specific value: Sets one of the possible values for the defined Property.
SystemDefault: Sets the default value as defined by Control-M.

Valid Properties and Values for Rule:Enum

Properties	Values
FolderType	SimpleFolder (Regular folder). Folder (SMART folder).
JobType	Command Script EmbeddedScript
OrderMethod	Automatic Manual AnyOtherValue
FromTime	NoStartTime AnyTime HHMM
ToTime	EndOfDay AllowSubmissionPastNewDayTime AnyTime HHMM
RerunType	Rerun RerunIntervals RerunSpecificTimes
RerunFrom	Start End Target
ExceptionPolicy (Rule Based Calendar)	DoNotOrder OrderOnNextConfirmedDay OrderOnPreviousConfirmedDay OrderAnyway
ActivePeriod (Rule Based Calendar)	Always Active NotActive
ExeptionalPolicy	DoNotOrder OrderOnNextConfirmedDay OrderOnPreviousConfirmedDay OrderAnyway
ActivePeriod	Always Active NotActive
AdjustEvents	No Yes Bridge (z/OS) Dummy.
LockType (Lock Resources)	Shared Exclusive
Operation (Output Handling)	None Copy Delete Move Release z/OS only: File NewDest ChangeClass
NotificationType (Before)	DoesNotStart ExecutionTime DoesNotEnd ReRun
NotificationType (After)	OK NotOK
Operation (Do handle output)	None Copy Delete Move Release z/OS only: File NewDest ChangeClass
AttachOutput (Do mail)	Default Yes No
RemedyUrgency (Do remedy)	Low Medium High Urgent
Urgency (Do notify)	Normal Urgent Critical
(z/OS only) PreventNCT2	No Yes List Flush
(z/OS only) SAC	ScheduleOnPreviousDay ScheduleOnNextDay ScheduleSMARTFolderOnNextDay ScheduleSMARTFolderOnPreviousDay
(z/OS only) IfFail (Resource Pools)	Keep Release
(z/OS only) IfOk (Resource Pools)	Release Discard
(z/OS only) IfFail (Lock Resources)	Keep Release

Rule:List

Applies to list-based job properties.

The following example shows that a job must have at least one Event.

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:List",
            "Property": "Events",
            "MustComply": "AtLeastOne"
        }
    ]
}

The following example sets a defined Pattern for an Event:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:List",
            "Property": "Events",
            "Rules": [
                {
                    "Type": "Rule:Text",
                    "Property": "Event",
                    "Include": {
                        "Patterns": [
                            "PREFIX-*"
                        ]
                    }
                }
            ]
        }
    ]
}

The following example shows a set of rules that are created on an If-Action property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:List",
            "Property": "If",
            "IfType": "CompletionStatus:NOTOK",
            "ActionType": "Action:Notify",
            "MustComply": "All",
            "PropertyCondition": {
                "Property": "Message",
                "Value": "NOTOK",
                "Operator": "Equal"  
            },
            "Rules": [
                {
                    "Type": "Rule:Enum",
                    "Property": "Urgency",
                    "Values": [
                        "Urgent",
                        "VeryUrgent"
                    ]
                },
                {
                    "Type": "Rule:Text",
                    "Property": "Message",
                    "Include": {
                        "Patterns": [
                            "MESSAGE_FORMAT*"
                        ]
                    }
                }
            ]
        }
    ]
}

Parameter	Description
Property	Defines the list-based job property to apply the rule. Valid values: If Variables FolderRuleBasedCalendars JobRuleBasedCalendars WaitForEvents AddEvents Resource:Pool Resource:Lock NotificationBefore NotificationAfter (z/OS) StepRange (z/OS) CaptureOutput
IfType	Specifies the If type that is affected when the Property type is If. Default: Any
ActionType	Specifies the Action type to take when the Property type is If. Default: Any
MustComply	Determines how many items in the list must comply with the defined rule. Valid values: All: All the items in the list. AtLeastOne: At least one item in the list. Default: All
PropertyCondition	Defines properties that must satisfy the condition for the rule to apply. To define PropertyCondition, MustComply must be All. Valid values: If Variables VariableName VariableValue FolderRuleBasedCalendars and JobRuleBasedCalendars. Calendar (Name) MonthDaysCalendar WeekDaysCalendar DaysKeepActive ConfirmationCalendar ExceptionalPolicy ActivePeriod WaitForEvents Event Remove Events Event Resource:Pool PoolName Quantity IfFail IfOK Resource:Lock LockName LockType IfFail NotificationBefore and NotificationAfter. NotificationType Message Urgency Destination (z/OS) StepRange StepName FromProgram FromProcedure ToProgram ToProcedure (z/OS) CaptureOutput CaptureVariableName
Operator	Defines the relationship between Property and Value. Valid values: Equals DoesNotEqual GreaterThan LessThan Contains DoesNotContain IsEmpty IsNotEmpty StartsWith DoesNotStartsWith EndsWith DoesNotEndsWith

Rule:OperatorValue

Allows you to restrict the operator and value pairs that are allowed in a list-based field.

The following example restricts the operator and value for an If-Action job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        {
            "Type": "Rule:List",
            "Property": "If",
            "IfType": "If:CompletionStatus",
            "ActionType": "Action:Notify",
            "Rules": [
                {
                    "Type": "Rule:OperatorValue",
                    "Property": "CompletionStatus",
                    "Values": [{
                        "Operator": "Equal"
                        "Value": "2"
                    }]
                }
            ]
        }
    ]
}

Parameter	Description
Property	Defines the job property to apply the rule. Valid values: CompletionStatus NumberOfExecutions NumberOfReruns

Parameter

Description

Property

Defines the job property to apply the rule.

Valid values:

CompletionStatus
NumberOfExecutions
NumberOfReruns

Conditional Rule

A conditional rule is a customizable rule that applies to Events.

The following example defines a customized conditional rule for a defined job property:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        "MyOnDoRule": {
            "Type": "Rule",
            "Property": "KeepActive",
            "ApplyOn": {
                "Rerun": true
            },
            "Values": [">5"]
        }
    ]
}

The following example defines a customized conditional rule for an If-Action:

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"MyStandard": {
    "Type": "SiteStandard",
    "Rules": [
        "MyOnDoRule": {
            "Type": "Rule:List",
            "Property": "If",
            "IfType": "If",
            "ActionType": "Action:StopCyclicRun",
            "ApplyOn": {
                "Rerun": true
            },
            "MustComply": "AtLeastOne"
            "PropertyApplyOn": {
                "CompletionStatus": "ANY"
            },
        }
    ]
}