Control-M Planning

In the Control-M Planning domain you can plan and build your specific business workflows. In this domain, you can create all of your scheduling and job processing definitions. Job processing definitions provide Control-M with the instructions for scheduling, submitting, and performing post-processing tasks of the jobs.

A job is an execution unit, such as a script or program, that can be executed at the operating system level, or under a packaged external application. Each job needs specific run information for it to be executed. First you define the job with general parameters that characterize your Job, such as essential information about the Job, for example type of Job, script or program, as described in Creating a Folder/Job. Then you need to set scheduling requirements for the job such as when the Job should run, how many times, and Time Zone, as described in Job scheduling. You can define additional requirements that further control a Job run such as runtime preconditions and instructions, required system resources, and post-processing actions that are performed after the jobs run such as notifications and escalations, as described in Job prerequisites and Job actions.

Jobs that have related job processing definitions can be grouped into Folders that enable you to manage your collection of jobs and processing definitions. For more information, see Creating a Folder/Job. These Folders are contained in a Workspace, and to start planning you need to create a Workspace. You can have multiple Workspaces addressing different business requirements. You have several ways to open a Workspace before adding your Folders and Job as described in, Setting up a Control-M Workspace.

After you have completed building your workflow and created all the job processing definitions, you can then check-in the Workspace. Checking in your Workspace ensures that your Jobs/Folders are available for use and able to run according to their execution criteria. For more information, see Checking in a Workspace.

The Planning domain also provides a number of features that streamline the process of creating Job processing definitions. The following are some of the more important features:

• Find: Define complex search criteria on all job attributes to display only relevant jobs that need to be updated. For more information, see
• Update: Update fields and values for multiple Jobs and/or Folders in a current Workspace. After finding matching Jobs and/or Folders, update Jobs and/or Folders with the updated criteria by assigning values, functions, replacing substrings and expressions. For more information, see
• Order: Move the Folders/Jobs from production to the active environment by manually executing the Jobs and Folders. For more information, see Ordering Jobs and Folders.
• Export: Export Job and Folder definitions, and later import them to another environment. This allows you to export Workspaces with the current or older versions into environments with older versions . Also, you can export the Workspace for back up purposes. For more information, see Exporting a Workspace.
• Submit a Workspace: (Workload Change Manager) Submit a Workspace as a request which contains your Job definitions to be reviewed by a scheduler. After the Workspace is submitted, the scheduler might return the Workspace for more information. You can resubmit the Workspace, until all requirements are met. After the requirements are met, the scheduler adds your Job definitions to the rest of Control-M definitions. For more information, see Submitting a Workspace as a request.