Creating a service rule

This procedure describes how to create a service rule, which enables you to manually or automatically generate services for jobs.

To create a service rule:

1. From the Tools domain, select Service Definition Manager.

   The Service Definition Manager window appears.

2. Click New Service Rule.

   The Service Rule wizard appears.

3. In the Name and Description fields, type the name and description of the service rule.
4. Do one of the following:
   • If you want Control-M/EM server to automatically generate services by inspecting the jobs in Active Jobs, leave the Active checkbox selected, and click Next.
   • If you want to manually create services for job definitions, clear the Active checkbox, and click Next.

     The Selection window appears.

5. Apply filters on jobs that are relevant for the service rule, and then click Next.

   For a detailed description of these fields, see Parameters. If you want more job filters, select More.

   The Grouping window appears.

6. Select one of the following:
   • Group jobs to services according to: Determines which jobs are part of a service based on the selected fields. For a detailed description of these fields, see Parameters

     For each grouping field, you can determine whether the grouping is according to the entire value of the field, or according to the first or last letters of the field's value.

   EXAMPLE: If you group by the first 3 letters of the Application field, jobs with Application BACKUP01 and BACKUP02 will be in the same service, but jobs with Application BATCH_JOBS will be in a different service.

   • Generate service per SMART Folder: Generates a separate service instance for every SMART folder that enters Active Jobs that matches your filtering criteria.
   • Generate service per job: Generates a separate service instance for every job that enters Active Jobs that matches your filtering criteria.
7. Click Next.

   The Properties window appears.

8. Define a format for service name and description of the generated service definitions.

   The maximum character length for the service name is 200 and 400 for the description. You can use field placeholders which are replaced by actual job attributes in the generated services.

   EXAMPLE: The format name Service for {Application} in {Sub-application} creates a service named Service for app1 in Sub-app1 that contains jobs with Application=app1 and Sub-application=sub-application1

   If you group according to the first or last letters of the field's value, the placeholder is replaced by the first or last letter. In the first example of this procedure, Service for {Application} is replaced with Service for BAC and Service for BAT for the two generated services.

9. Do one or more of the following:
   • To enable Control-M Self Service users to order the generated services, select the Orderable checkbox.

     This option is only enabled if you selected Generate service per SMART Folder or Generate service per job in the Grouping window and the Active checkbox is not selected in the General window.

   • To automatically add orderable parameters to the generated orderable services, select the Add automatically orderable parameters to each service.

     The generated parameters are taken from the Variables of a service's SMART Folder or job definition. This option is only enabled if the Orderable checkbox is selected.

   • To generate a separate service instance for each ODAT, select Service Instance Per ODAT.

     This option is only enabled if you selected Group jobs to services according to in the Grouping window.

10. Do one of the following:
    • If the Active checkbox in the General window is not selected and you want to manually create service definitions from the service rule, see Generating services from a rule.
    • If the Active checkbox in the General window is selected and you want to automatically create service definitions from the service rule, click Finish.

      The service definitions are automatically created. When a job that belongs to a service rule enters Active Jobs, the service appears in Control-M Self Service.

    Services that are automatically generated for active rules are maintained by the Control-M/EM server and do not appear in the Service Definition Manager window. They are only visible in Control-M Self Service.

    • To review the possible services, click Next.

      The Review Services window appears.

11. To view the jobs in each service:
    • To view jobs of the selected service that are in the active jobs database, select Active.
    • To view jobs of the selected services that are not in the active database, select Definition.

    The service rule is saved and appears in the Service Definition Manager.