Getting Started

This procedure describes how to set up your Control-M environment and start planning your workflows A flow of jobs that executes at specific times, in a specific sequence, and under specific conditions..

Begin

1. Log in to Control-M, as described in Logging in to Control-M.

2. Install the required Agents A Control-M component that is installed on a host and runs, executes, and monitors jobs., as described in Agent Installation.

   Agents are Control-M components that are installed on the hosts where your jobs An execution unit, such as a script or command, that executes at the operating system level, or as part of a third-party business application. run. Agents submit jobs for execution by the hosts, monitor jobs, perform post-processing analysis of completed jobs, and send the completion status and analysis results back to the server. For more information, see Agent Management.

3. Install the required plug-ins, as described in Plug-ins.

   Plug-ins extend Control-M functionality to third-party applications like Hadoop or SAP, or add functionality like Control-M Managed File Transfer. For more information, see Plug-ins.

4. Define connection profiles, as described in Creating a Centralized Connection Profile.

   For your installed plug-ins to work, you must define connection profiles that enable Control-M to connect to the required third-party application.

5. Define users and roles, as described in User and Role Authorizations.

   Users are granted permissions based on their assigned role. Role definitions enable you to limit the Control-M features that a user is authorized to view or manage.

6. Create and run your first workflow, as described in Creating and Running Your First Workflow.

7. Analyze and troubleshoot the workflow, as described in Analyzing and Troubleshooting a Workflow.

8. Generate and view reports, as described in Reports.

   The Reports feature enables you to create and generate ad hoc reports that provide information about definitions and operational issues in your Control-M environment.

Logging in to Control-MLink copied to clipboard

This procedure describes how to log in to Control-M.

Begin

1. From a web browser, type the URL provided to you.

2. If a warning message appears that states that this URL is not secure, verify that the server is trusted and proceed to the URL.

3. Do the following:

   • In the User field, type your username.

   • In the Password field, type your password.

4. Click Sign In.

5. Click Restore to restore any open tabs from your last session.

Creating and Running Your First WorkflowLink copied to clipboard

This procedure describes how to create and run your first workflow. In this procedure you create two jobs and combine them into a workflow.

Begin

1. Log in to Control-M, as described in Logging in to Control-M.

   A screen similar to the following image appears:

   

2. Click Planning to verify that you are in the Planning domain.

3. Click and select Add New Workspace.

   The Create New Workspace pane appears, as shown in the following image:

   

4. In the Name field, type a meaningful name and click Create.

   The new workspace appears with an empty SMART folder An executable container of jobs and sub-folders that passes its definitions to the included jobs and sub-folders., whose definitions appear in the right pane.

   For more information about other fields in the Create New Workspace pane, see Workspaces.

5. In the Folder Name field, type a meaningful name.

   

   For more information about folders and their attributes, see Creating a Folder.

6. Click Add Job drop-down list, and then click and drag an OS job into the SMART folder.

   The new OS job appears in the SMART folder, and the job definitions appear in the right pane. You must define attributes that are marked with a . Jobs placed inside a folder inherit the folder attributes.

   

   The new OS job enables you to run OS commands and scripts for Windows and Linux, as described in OS Job. Control-M includes other job types that interact with external applications such as Informatica, SAP, and Hadoop. For more information, see Job Types.

7. In the right pane, in the General tab, define the following job attributes:

   • Job Name: Defines a meaningful job name.

   • Host/Host Group: Defines the Agent hostname, Agentless Host name, empty host machine, or host group where the job executes. This is the same host where you installed Control-M/Agent in Getting Started.

   • Run as: Defines the operating system account username that is authorized to execute the job.

   • Type: Determines what the OS job executes, as described in OS Job. Select Command, and then in the Command attribute, type echo hello.

     

   For more information, see the following topics:

   • Scheduling

   • Prerequisites

   • Actions

8. Add another OS job to the SMART folder and define this job as you did the previous one, but instead of the command echo hello type echo bye.

9. From the toolbar, click to automatically rearrange the jobs in the folder.

   

10. Hover over the bottom of the first OS job and drag the arrow that appears to the second OS job.

    This creates a dependency between the jobs that affects the progress of the workflow, as described in Events. The second job does not begin to execute until the first job successfully completes execution (ends OK, as described in Job Status). This directs the workflow sequentially from one job to the next.

    

11. Click Check In and confirm.

    The Check In button is disabled and the workspace appears in Read-Only Mode.

    

    The workflow runs automatically, according to its scheduling criteria. Jobs are set to run every day at midnight, by default.

12. Run the SMART folder, as described in Running a Workspace, Folders, or Jobs.

13. Do the following to view the workflow in the Monitoring domain:

    1. Click Monitoring.

       The Viewpoints pane appears in the Monitoring domain, as described in Viewpoints.

    2. Click Add Viewpoint.

       The Add Viewpoint dialog box appears.

    3. In the Folder Name field, type the folder name that you defined.

    4. Click Add Attribute and in the search field type Run Date, click Run Date, and then in the From field type the current date, and then click Open.

       The viewpoint that contains the workflow that you just ran appears.

       

14. View the job colors.

    A green check mark and border appears on the SMART folder and jobs, which indicates successful completion, as described in Job Status.

    

Analyzing and Troubleshooting a WorkflowLink copied to clipboard

This procedure describes how to analyze and troubleshoot a workflow. In this procedure, you create a workflow that fails, analyze why it fails, and then you fix it.

Begin

1. From the Planning domain, define the following two jobs, as described in Creating and Running Your First Workflow.

   • Job 1, Command Eco: Define this job with the command eco hello—because eco is incorrect syntax, the job fails.
   • Job 2, Command Echo: Define this job with the command echo bye.
2. Run the jobs and review the results in a viewpoint, as described in Creating and Running Your First Workflow.

   In the viewpoint, the first job appears red, which indicates that it did not successfully complete. The second job appears gray, which indicates that it is waiting for an event.

   

3. Do the following to see a more detailed description of the job statuses:

   • Select the first job.

     Status Ended Not OK appears in the Run Information section, in the Summary tab of the job definitions pane.

   • Select the second job.

     Status Wait for Event appears in the Run Information section.

4. Select the first job and click the Log The activity log of a job, which lists every job status change, such as job execution start and completion times, and how the job ended. tab in the job definitions pane.

   The log appears and states the following:

   • The job started executing, which means that the Host/Host Group and Run as attributes were correctly configured.

   • The job ended with state NOT OK.

     

5. In the job definitions pane, click the Output tab.

   The output appears and indicates that the command eco is not recognized, which indicates that this command syntax must be checked.

   

6. Select the second job and in the job definitions pane, click the Waiting Info tab.

   The Waiting Info tab appears and indicates that the second job is waiting for the first job to finish successfully before it can execute. The second job cannot begin execution until the event is released from the first job. After you fix the mistake in the first job, both jobs can run successfully.

   

7. In the right pane of the first job, view the Job Settings tab.

   

   The command syntax is incorrect: eco must be echo.

8. In the right pane of the first job, click Edit.

   Change eco to echo and then click Save.

   

   The command syntax is now correct.

   To verify that the jobs are fixed, you must rerun the first job.

9. Select the first job and then click Rerun.

   

   Watch as the jobs execute and the colors change to green.

   For more information about the actions you can do in the Monitoring domain, see Monitoring.

Resetting Your PasswordLink copied to clipboard

This procedure describes how to reset your password if you want to change it or your password expired. If the password expires, you must delete the existing user and recreate the user.

Begin

1. Navigate to the login page, as described in Logging in to Control-M.

2. Click Forgot Your Password? and follow the instructions until you have a new password.

Setting User PreferencesLink copied to clipboard

This procedure describes how to set user preferences, which enable you to customize items such as your preferred views.

Begin

1. Click the top right username icon, and from the drop-down list click Preferences.

   The Preferences window appears.

2. Set your preferences, as described in User Preferences.

3. Click Save.

   Your user preferences are saved.

User PreferencesLink copied to clipboard

The following tables describe the user preferences that you can define:

• General Preferences

• Planning Preferences

• Monitoring Preferences

• Forecast Preferences

• Tile View Preferences

General PreferencesLink copied to clipboard

The following table lists the general user preferences.

Preference	Description
Language	Determines one of the following user interface languages: English German Spanish French The following appears only in English: Login and logout pages. Control-M Application Integrator. Control-M Reports. Job logs. All messages sent by the Control-M/Server.
User Views	Determines which user view to apply, as described in User Views.
Confirmation Messages	Determines whether all confirmation messages reappear if you have previously selected the Don't show this message again. checkbox.
Tab Ellipsis Position	Determines where to place the ellipsis to truncate the name of a workspace that appears on a tab. Valid Values: end middle start Default:end
Automatically Reconnect to Server	Automatically reconnects to Control-M/Server.
Max Connection Retries	Determines the number of times to attempt to automatically reconnect to before you are logged out. Valid Values: 1–20 Default: 20
Time Between Retries	Determines how many seconds to wait between each reconnection attempt. Valid Values: 1–20 Default: 20

Planning PreferencesLink copied to clipboard

The following table lists the user preferences for the Planning domain.

Preference	Description
Auto Save	Determines whether to automatically save workspaces.
Default View	Determines whether workspaces appear in Tile or List view by default.
E-mail Notification Address	Defines the email address where notifications are sent. You can define more than one email address with , (comma) separators. abc@company1.com,cde@company2.com
Event Format	Defines the default event format that creates job dependencies. {Job/Folder Name}-TO-{TargetJob:Job/Folder Name} {File/Member Name}-TO-{TargetJob:File/Member Name} {Job/Folder Name}-ENDED-OK {File/Member Name}-ENDED-OK To customize and save additional event formats, replace the attributes in the { } (curly brackets) with other folder, job, or calendar attributes.
Automatically Delete Event	Determines whether to automatically delete an event after the successor job completes its execution.
Make Event Name Unique	Determines whether each event name is unique. If you select this checkbox, an extension is added to all existing event names.
Fix Event Name on Value Changes	Determines whether to automatically update the event name when the source or target property changes. This only works for new events.
Inherit Wait for Events	Determines whether successor jobs inherit wait for events from their deleted predecessor job, as described in Wait-for-Event Inheritance.
Security	Determines whether to require user confirmation to overwrite the Created By job attribute with the current username if this username is not the original job creator and the AuthorSecurity Control-M/EM system parameter is set to 2 or 3. Valid Values: Ask for user confirmation Overwrite and do not ask for user confirmation Default: Ask for user confirmation

Monitoring PreferencesLink copied to clipboard

The following table lists the user preferences for the Monitoring domain.

Preference	Description
Viewpoints Default View	Determines whether the Viewpoints tab appears in Tile or List view by default.
Services Default View	Determines whether the Services tab appears in Tile or List view by default.
Archive Search Maximum Results	Determines the maximum number of search results.
Default Direction	Determines the default relationship of neighboring jobs to selected jobs. Successor: Jobs that are dependent on (below) the selected job. Predecessor and Successor: Jobs that are prerequisite to (above) and dependent on (below) the selected job. Predecessor: Jobs that are prerequisite to (above) the selected job. All Connections: All jobs, prerequisite to (above), on the same level as (to the sides), and successors to (below) the selected job.
Default Radius	Determines the maximum number of jobs that branch out from the selected job, based on the Default Direction preference, above.

Forecast PreferencesLink copied to clipboard

The following table lists the user preferences for the Forecast domain.

Preference	Description
Start Day of Week	Determines the first day of the work week.
Business Service Critical Path	Valid Values: Show complete path Show until first gap

Tile View PreferencesLink copied to clipboard

The following table lists the user preferences for Tile View.

Preference	Description
Display jobs with no links in columns of	Determines the number of jobs to show per column in a folder. If the number of jobs that appear exceed this amount, the rest of the jobs appear in an additional column in that folder.
Width	Determines the width of the job tiles in each domain.
Default state	Determines whether to expand or collapse the parent groups.
Title	Determines which of the following job attributes appears in the job title in Map view and in the Navigation pane: Job/Member Name Host Run ID Server Name Application Sub-application Description Default: Job/Member name
First Attribute	Determines the property to display below the title. The attribute is displayed when the tile zoom scaling is set above 45%.
Second Attribute	Determines the property to display below the first attribute. The attribute is displayed when the tile zoom scaling is set above 100%.
Time	Determines whether to show or hide the estimated run time of the job. This option is available for viewpoint only.
Ellipsis Position	Determines where place the ellipsis to truncate the title.
Tile Alignment	Determines the alignment of the tiles.
Show events	Determines whether to show all events.
Show events to delete	Determines whether to show the job delete events.
Show events created by If-Actions	Determines whether to show events that are created by If-Actions.
Event order	Determines where to place the lines that connect between the jobs in an event.
Optional events	Determines how to show the connectors between jobs in an event. If you have two or more events configured in Wait for Events and at least one OR condition between them, you can configure either a solid or dotted line to represent the connection.

Logging Out of Control-MLink copied to clipboard

This procedure describes how to log out of Control-M.

Begin

• From the Home page in the upper right corner, from the username drop-down list, select Log Out.

  You are now logged out of Control-M. To log in, see Logging in to Control-M.