User Guide Automate Ops Console for Insite 1.6

Transcription

1 User Guide Autmate Ops Cnsle fr Insite 1.6

2 Cpyright Terms and Cnditins The cntent in this dcument is prtected by the Cpyright Laws f the United States f America and ther cuntries wrldwide. The unauthrized use and/r duplicatin f this material withut express and written permissin frm HelpSystems is strictly prhibited. Excerpts and links may be used, prvided that full and clear credit is given t HelpSystems with apprpriate and specific directin t the riginal cntent. HelpSystems and its trademarks are prperties f the HelpSystems grup f cmpanies. All ther marks are prperty f their respective wners

3 Table f Cntents Abut Autmate Ops Cnsle 1 Getting Started Guide 2 Hme 6 Preferences 8 Autmate Enterprise Diagnstics 10 Quick Start 12 Prduct Cnnectins 14 Autmate Enterprise Cnnectin 15 Dashbards 16 Overview 16 Managing Dashbards 17 Creating a Dashbard 17 Custmizing a Dashbard 18 Deleting a Dashbard 18 Widgets 19 Adding Autmate Enterprise Widgets t the Dashbard 19 Deleting Widgets frm a Dashbard 20 Autmate Enterprise Widgets 20 Activity - Active Widget 22 Activity - Agent Activity Widget 24 Activity - Deviatin Widget 26 Activity - Histry Widget 29 Activity - Upcming Widget 31 Statistics - Cmpleted Statistics Widget 34 Statistics - Queued Wrkflws Widget 36 Statistics - Run Statistics Widget 39 Status - Autmate Enterprise Errrs Widget 40 Status - Autmate Enterprise Output Widget 41 Status - Autmate Enterprise Statuses Widget 43 Autmate Enterprise Activity 45 Active Instances 47 Srting & Filtering Active Instances 49 Recent Activity 50 Srting & Filtering Recent Activity 53 Upcming Activity 54 Srting & Filtering Upcming Activity 56 Wrkflws 58 Srting & Filtering Wrkflws 61 Running Wrkflws 62 Disabling/Enabling Wrkflws 63 Wrkflw Histry (Recent Activity) 64 Srting & Filtering Wrkflw Histry 66 Wrkflws Where Used 67 Tasks 70 Srting & Filtering Tasks 72 Running Tasks 74 Disabling/Enabling Tasks 76 Task Histry 76 Srting & Filtering Task Histry 79 Tasks Where Used 80 Prcesses 83 Srting & Filtering Prcesses 85 Running Prcesses 87 Disabling/Enabling Prcesses 87 Prcess Histry 88 Srting & Filtering Prcess Histry 91 Prcesses Where Used 92 Agents 94 User Guide page: iii

4 Table f Cntents Srting & Filtering Agents 96 Agent Activity 97 Agent Cnditins 100 User Guide page: iv

5 Abut Autmate Ops Cnsle Abut Autmate Ops Cnsle Overview Autmate Ops Cnsle is a simple yet intuitive web-based interface that allws yu t cnveniently mnitr, cntrl, and manage yur Autmate Enterprise resurces anywhere, at any time, via a web brwser. Yu can use the Ops Cnsle t access infrmatin abut yur Wrkflws, Tasks, Prcesses, Agents, and system resurces fr each f yur Autmate Enterprise installatins s yu can quickly ascertain the verall status f yur autmatin envirnments, all frm a single lcatin. Yu can als use it t manually execute yur wrkflws r run individual tasks r prcesses n specified agents. Dashbard The Ops Cnsle cmes equipped with a Dashbard and a variety f Widget cntrls that allws yu t actively mnitr agent activities, deviatins, queued wrkflws, run statistics, and a variety f ther system related data that can be f crucial imprtance. Yu can chse which widgets t use and custmize their size t better manage the type and amunt f data t be displayed n the dashbard. With all f this infrmatin in ne lcatin, yu can quickly detect and crrect any prblems that may ccur. Sidebar Menu The sidebar menu enables easy navigatin thrughut the varius sectins f the Ops Cnsle. Each sectin displays specific types f infrmatin that yu can use t identify errrs, failed executins, and perfrmance issues. Yu can narrw the scpe f infrmatin in these sectins, and set the refresh rate t update the infrmatin nly as frequently as yu need it. All f this infrmatin helps yu t better balance yur system wrklad, trublesht prblems, and schedule future wrkflw executins mre efficiently. Benefits With the Autmate Ops Cnsle, yu can: Manually run wrkflws, tasks r prcesses. Mnitr active instances f wrkflws, tasks r prcesses. Track histrical data regarding previus executins f wrkflws, tasks r prcesses. View queued wrkflws r frecast future wrkflw executins. View imprtant statistics, such as ttal number f active instances, queued wrkflws and cnnected agents. View infrmatin abut past and present activities that ccurred n a specific agent. Examine the hardware perfrmance f yur Autmate Enterprise envirnment. Track wrkflw r task deviatin t gather accurate runtime metrics and determine whether wrkflws and tasks are perfrming as expected. As lng as yu have a cmputer cnnected t the Internet and a web brwser, yu have the freedm t access yur Autmate Enterprise systems frm a single lcatin, 24 hurs a day, 7 days a week. User Guide page: 1

6 Getting Started Guide Getting Started Guide Autmate Ops Cnsle is a simple yet intuitive web-based interface that allws yu t cnveniently mnitr, cntrl, and manage yur Autmate Enterprise resurces anywhere, at any time, via a web brwser. Yu can use the Ops Cnsle t access infrmatin abut Wrkflws, Tasks, Prcesses, Agents, and system resurces fr each f yur Autmate Enterprise installatins s yu can quickly ascertain the verall status f yur autmatin envirnments, all frm a single lcatin. Yu can als use it t manually execute yur wrkflws r run individual tasks r prcesses n specified agents. Befre yu can use the Ops Cnsle t mnitr and cntrl yur Autmate Enterprise resurces, yu must first d the fllwing: Enable API Security in Autmate Enterprise Management Cnsle. Establish a cnnectin between Ops Cnsle and Autmate Enterprise. API SECU RITY API Security gives administratrs the ability t manage and prtect Autmate Enterprise API resurces thrugh encryptin and authenticatin. With Autmate Enterprise Standard Editin, yu must first turn RESTful API n in rder t expse the API in Ops Cnsle. With the Enterprise Editin, yu als have the capability f assigning elements f authrity t users r user grups based n the amunt f access they shuld have n specific API lists when using Ops Cnsle. T turn n RESTful API (Standard Editin): 1. Frm Autmate Enterprise Management Cnsle, navigate t Optins -> Server Settings -> API Security. 2. Frm the API Security page, add a check-mark t the ptin Turn RESTful API n (turned ff by default). T turn n RESTful API and set API permissins (Enterprise Editin): 1. Frm Autmate Enterprise Management Cnsle, navigate t Optins -> Server Settings -> API Security. 2. Frm the API Security page, add a check-mark t the ptin Turn RESTful API n (turned ff by default). 3. D ne f the fllwing: Select the desired user r grup frm the Available Grup/User Name (tp left) pane and click Add t add it t the Selected Grup/User Name (tp right) pane. Duble-click a user r grup frm the Available Grup/User Name pane. This will add it t the Selected Grup/User Name pane. User Guide page: 2

7 Getting Started Guide 4. Select the user r grup frm the Selected Grup/User Name pane and fr each permissin level in the Permissins (bttm) pane, specify whether that user/grup shuld be allwed r denied access t the resurce. 5. When finished, click OK t save yur settings. AU TOMATE ENTERPRISE CONNECTION Befre yu can use the Ops Cnsle, yu must establish a cnnectin between Ops Cnsle and Autmate Enterprise. This can be dne frm the Ops Cnsle's Prduct Cnnectins r Quick Start page. T establish a cnnectin frm the Prduct Cnnectins page: 1. Frm Ops Cnsle, navigate t Server Settings -> Admin Settings -> Prduct Cnnectins. User Guide page: 3

8 Getting Started Guide 2. Click Add. This pens the New Prduct Cnnectin page. 3. Enter the fllwing parameters: Cnnectin Type: The type f cnnectin t establish. Yu must select the ptin Autmate Enterprise as the cnnectin type. Address: The cmputer name r IP address f the cmputer where Autmate Enterprise is installed. Prt: The cmmunicatin prt t use fr this cnnectin. Alias: The display name t assciate with this Autmate Enterprise cnnectin. This name will be used thrughut the interface as a way t identify this cnnectin. User Name fr Guest Access: A valid user name used t lg nt Autmate Enterprise. Passwrd fr Guest Access: The passwrd t authenticate the user name entered abve. Cnfirm Passwrd: Re-enter the passwrd as a frm f cnfirmatin. 4. Click Save t save yur settings. T establish a cnnectin frm the Quick Start page: 1. Frm Ops Cnsle, select Quick Start under the Autmate Enterprise menu. User Guide page: 4

9 Getting Started Guide 2. Click Add BPA Server. This displays the new cnnectin settings. 3. Enter the fllwing parameters: Cnnectin Type: The type f cnnectin t establish. Yu must select the ptin Autmate Enterprise as the cnnectin type. Address: The cmputer name r IP address f the cmputer where Autmate Enterprise is installed. Prt: The cmmunicatin prt t use fr this cnnectin. Alias: The display name t assciate with this Autmate Enterprise cnnectin. This name will be used thrughut the interface as a way t identify this cnnectin. User Name fr Guest Access: A valid user name used t lg nt Autmate Enterprise. Passwrd fr Guest Access: The passwrd t authenticate the user name entered abve. Cnfirm Passwrd: Re-enter the passwrd as a frm f cnfirmatin. 4. Click Save t save changes. The new cnnectin will appear under the Available Autmate Enterprises sectin. The Quick Start page als allws yu t create a new cnnectin that uses the same prperties as yur default Autmate Enterprise set via the Default Autmate Enterprise parameter in the Preferences page. T establish a cnnectin that uses default server prperties: 1. In the Autmate Enterprise Address parameter, enter the cmputer name r IP address f the cmputer where Autmate Enterprise is installed. 2. Click Add with Defaults. All necessary prperties such as Prt, Alias, User Name and Passwrd will be retrieved frm the default Autmate Enterprise. The new cnnectin will appear under the Available Autmate Enterprises sectin. User Guide page: 5

10 Hme Hme The Autmate Ops Cnsle Hme page cntains tw main displays, Autmate Enterprise Statuses and Autmate Ops Cnsle License. T access the Hme page, frm the main menu, select Hme. Autmate Enterprise Statuses The Autmate Enterprise Statuses sectin displays imprtant statistics abut yur autmatin envirnment in an easy t read interface. The fllwing describes the available statistics shwn by the Autmate Enterprise Statuses sectin. Lifetime (Wrkflws, Tasks, Prcesses): Displays the ttal number f wrkflws, tasks and prcesses that ran ever since the start f the service. This includes wrkflws, tasks r prcesses that ran successfully, failed r abrted. Cnnected Agents: Displays the number f presently cnnected agents. This includes task agents and prcess agents. Glbal Triggering: Displays whether glbal triggering is currently turned On r Off. Peak Wrkflws : Displays the highest number f wrkflws that the server ever ran simultaneusly ever since the start f the service. Queued Wrkflws: Displays the ttal number f wrkflws that are currently in a queued state. Active Wrkflws: Displays the ttal number f wrkflws that are currently in a running state. Active Tasks: Displays the ttal number f tasks that are currently in a running state. Active Prcesses: Displays the ttal number f prcesses that are currently in a running state. Autmate Ops Cnsle License The Autmate Ops Cnsle License sectin displays previus and current license infrmatin and allws yu t apply a new license. User Guide page: 6

11 Hme Abut Ops Cnsle Getting Started Preferences Quick Start Diagnstics User Guide page: 7

12 Preferences Preferences The Preferences page allws yu t set default time zne, date frmat, and server preferences. It als allws yu t indicate whether aut-refresh mde shuld be turned n r ff by default and set the default time interval in minutes between each aut-refresh. T access the Preferences page, click Preferences under the Autmate Enterprise menu. Available Preferences: Belw describes available preferences: Time Zne: Specifies which time zne shuld be bserved. The available ptins are: Brwser Time Zne - The client lcal time zne will be bserved. Server Offset - The server time zne ffset will be bserved, which is the difference between lcal time and server time. Select this ptin if yur server time differs frm yur lcal time due t being in a different time zne. Date Frmat: Indicates the frmat that dates shuld be displayed by default. The available ptins are: Mnth/Day/Year Day/Mnth/Year Year/Mnth/Day Default Autmate Enterprise: Specifies the Autmate Enterprise t identify as default in places where server selectin is available, such as in the settings f each Widget. Click Lk Up t select the Autmate Enterprise yu wish t set as default. User Guide page: 8

13 Preferences Aut-Refresh: Specifies whether aut-refresh mde shuld be turned r by default in places where aut-refresh is available. Interval (in Minutes): Specifies the default time interval in minutes between each aut-refresh. Upn cmpletin, click Save t save changes. User Guide page: 9

14 Autmate Enterprise Diagnstics Autmate Enterprise Diagnstics Autmate Enterprise is essentially a cllectin f individual cmpnents that wrk tgether t act as ne chesive unit. Cmpnents such as the management server, executin server, agents and management tls cmmunicate with each ther via TCP/IP, whether remtely r n the lcal system. This enables yu t custmize installatin f each cmpnent t best fit yur rganizatin's needs. The Autmate Enterprise Diagnstics page helps yu evaluate and mnitr the hardware perfrmance f yur Autmate Enterprise envirnment. Yu can view memry and CPU usage as well as handle and thread cunts cnsumed by yur Autmate Enterprise management and executin servers. The data is presented in a manner that's easy t cnvey and manage. T access the Autmate Enterprise Diagnstics page, click Autmate Enterprise Diagnstics under the Autmate Enterprise menu. General The General sectin displays the default Autmate Enterprise frm which diagnstics data are gathered. If multiple Autmate Enterprise installatins exist, a default can be cnfigured via the Default Autmate Enterprise parameter lcated in the Preferences page. Executin User Guide page: 10

15 Autmate Enterprise Diagnstics The Executin sectin displays executin server diagnstics. The executin server is respnsible fr cmmunicating infrmatin with regards t which agent shuld execute the prper wrkflw bjects, and thereafter, transmits all executin statistics back t the management server. Autmate Enterprise agents cmmunicate directly with the executin server. Management The Management sectin displays management server diagnstics. The management server is respnsible fr string infrmatin regarding wrkflw bjects as well as audit and executin data. It is basically the repsitry ff all Autmate Enterprise infrmatin. The Autmate Enterprise Management Cnsle and Wrkflw Designer cmmunicates directly with the management server. Diagnstics Data Belw describes the hardware data being mnitred: CPU Percentage: Displays the ttal CPU percentage being used by the management r executin server. The percentage refers t hw much f the individual CPU s capacity is in use. CPU percentage is typically used t track CPU perfrmance regressins r imprvements when running Autmate Enterprise wrkflws, tasks r prcesses. Private Memry - Displays the private memry size (in megabytes) used by the management r executin server. The private memry, als knwn as private wrking set, is the amunt f "real" memry that can nly be used by the prcess it is allcated t. Threads - Displays the number f threads being used by the executin r management server. A thread is a part f a prgram that can execute independently f ther parts. Operating systems that supprt multithreading enable threaded parts f a prgram t execute cncurrently. Handles - Displays the handle cunt being used by the executin r management server. A handle is an element that enables a prgram t access a specific resurce, such as a library functin. T refresh the infrmatin, simply Click the Refresh buttn lcated at the tp f the page. Quick Start Dashbards Widgets User Guide page: 11

16 Quick Start Quick Start Befre yu can use Autmate Ops Cnsle t mnitr and cntrl yur Autmate Enterprise resurces, yu must first establish a cnnectin between the Ops Cnsle and Autmate Enterprise. The Quick Start page allws yu t quickly and easily set up cnnectins t existing Autmate Enterprises r create cnnectins t new nes. Yu can create guest r temprary cnnectins which can be saved with the same prperties cnfigured fr yur default cnnectin. In additin, yu can update the user name and passwrd f existing prfiles. Saved cnnectins appear as prfiles under the Available Autmate Enterprises sectin. Yu can expand a prfile t view r edit its user name r passwrd. T access the Quick Start page, click Quick Start under the Autmate Enterprise menu. Adding Autmate Enterprise Cnnectin Yu can create a cnnectin with a whle new set f prperties r create ne that uses the same prperties as yur default Autmate Enterprise set via the Default Autmate Enterprise parameter in the Preferences page. T create a cnnectin with new server prperties: 1. Click Add BPA Server. This displays the new cnnectin settings. 2. Enter the fllwing parameters: Cnnectin Type: The type f cnnectin t establish. Frm the drp-dwn list, yu must select the ptin Autmate Enterprise as the cnnectin type. Address: The cmputer name r IP address f the cmputer where Autmate Enterprise is installed. User Guide page: 12

17 Quick Start Prt: The cmmunicatin prt t use fr this cnnectin. Alias: The display name t assciate with this Autmate Enterprise cnnectin. This name will be used thrughut the interface as a way t identify this cnnectin. User Name fr Guest Access: A valid user name used t lg nt Autmate Enterprise. Passwrd fr Guest Access: The passwrd t authenticate the user name entered abve. Cnfirm Passwrd: Re-enter the passwrd as a frm f cnfirmatin. 3. Click Save t save changes. The new cnnectin will appear under the Available Autmate Enterprises sectin. T create a cnnectin that uses default server prperties: 1. In the Autmate Enterprise Address parameter, enter the cmputer name r IP address f the cmputer where Autmate Enterprise is installed. 2. Click Add with Defaults. All necessary prperties such as Prt, Alias, User Name and Passwrd will be retrieved frm the default Autmate Enterprise. The new cnnectin will appear under the Available Autmate Enterprises sectin. T update an existing prfile: 1. Click the Expand buttn assciated t the prfile yu wish t update. 2. Enter the new user name and/r passwrd in the apprpriate fields. 3. Click the Update Prfile t save changes. Nte: Yu can als create a cnnectin r edit existing cnnectins via the Prduct Cnnectins page. Getting Started Preferences Diagnstics User Guide page: 13

18 Prduct Cnnectins Prduct Cnnectins The Prduct Cnnectins page allws yu t create a new cnnectin between Ops Cnsle and Autmate Enterprise, as well as edit r delete existing cnnectins. Fr cnvenience, each cnnected system shws their installed prducts in the frm f an icn. Hver yur muse cursr ver an icn t view the name f the assciated prduct. Yu can discnnect r recnnect existing cnnectins at any time. T access the Prduct Cnnectins page, frm the main menu, navigate t Server Settings -> Admin Settings -> Prduct Cnnectins. T set up a cnnectin t Autmate Enterprise, see Adding an Autmate Enterprise Cnnectin. Nte: Yu can als create a cnnectin between the HelpSystems Web Server and Autmate Enterprise via the Quick Start page. Abut Ops Cnsle Getting Started Preferences Quick Start Diagnstics User Guide page: 14

19 Autmate Enterprise Cnnectin Autmate Enterprise Cnnectin Befre yu can begin using the Ops Cnsle, yu must first create a cnnectin between Ops Cnsle and yur Autmate Enterprise installatin. Fllw these steps t define an Autmate Enterprise cnnectin: 1. Frm the Prduct Cnnectins page, click Add. This pens the New Prduct Cnnectin page. 2. Enter the fllwing prperties: Cnnectin Type: The type f cnnectin t establish. Yu must select the ptin Autmate Enterprise as the cnnectin type. Address: The cmputer name r IP address f the cmputer where Autmate Enterprise is installed. Prt: The cmmunicatin prt t use fr this cnnectin. Alias: The display name t assciate with this Autmate Enterprise cnnectin. This name will be used thrughut the interface as a way t identify this cnnectin. User Name fr Guest Access: A valid user name used t lg nt Autmate Enterprise. Passwrd fr Guest Access: The passwrd t authenticate the user name entered abve. Cnfirm Passwrd: Re-enter the passwrd as a frm f cnfirmatin. 3. Click Save t save yur settings. Nte: Yu can als establish a cnnectin between the HelpSystems Web Server and Autmate Enterprise cmpnent via the Quick Start page. User Guide page: 15

20 Dashbards Dashbards Overview Tday's data driven rganizatins require high-perfrmance prcessing f infrmatin that is displayed in a dynamic fashin. The Dashbard is an executive interface that ffers this capability by prviding graphical representatins f real-time data, histrical events, and perfrmance metrics which are all accessible frm a central lcatin. It delivers greater visibility and cntrl f critical business prcesses, allwing yu t spt trends, react quickly t prblems and make infrmed decisins based n the infrmatin yu see at a glance. The dashbard is made up f ne r mre custmizable Widgets, which are gadgets that presents specific data types in varius frmats, such as charts, tables r graphs. Widgets prvide "snapshts" f yur wrk envirnment and helps yu keep an eye n yur wrkflws and the lgical tasks, prcesses, and cnditins that they crdinate. T access the Dashbards page, frm the side menu, click Dashbard under the Autmate Enterprise menu, then select the dashbard yu wish t view frm the list. If the menu n the left is hidden, click the Menu buttn in the upper left crner t shw it. Fr mre details, see Managing Dashbards. Dashbard Ntes: User Guide page: 16

21 Dashbards Yu can create mre than ne dashbard and add as many widgets t a dashbard as needed. Any cmbinatin f widgets can be added t a dashbard, including widgets frm ther prducts r duplicate widgets. Dashbards are exclusive t the prfile that is currently lgged n. Hwever, yu can share them with thers r keep them private, as needed. Users lgging n with the guest prfile can view nly thse dashbards marked as Guest. T view a list f available Autmate Enterprise widgets, see Autmate Enterprise Widget Descriptins. Widgets Available Widgets Tasks Prcesses Wrkflws Managing Dashbards Yu can create as many dashbards as required by yur department r rganizatin. After yu add a dashbard, yu can change its layut and settings at any time by custmizing it. Dashbards are private t yu until yu share them. If yu develp a dashbard that may be useful t ther users, yu have several ptins fr sharing it. Yu can als send a snapsht f yur Dashbard data via r generate a PDF file t be distributed hwever yu please. Simple instructins fr wrking with dashbards are included belw. Creating a Dashbard 1. Click Dashbards frm the sidebar menu. 2. Click Add n the Dashbards page. 3. In the Name field, enter a unique name fr the dashbard. 4. Click the Shared buttn t On t allw thers t view this dashbard (set t Off by default). 5. Click the Guest buttn t On t allw users wh lg n with the Guest prfile t view this dashbard (set t Off by default). Guest users can nly view dashbards marked as Guest. 6. Select a layut ptin under Layut. 7. Click Save t save yur settings. After yu create the dashbard, yu need t add widgets t it. User Guide page: 17

22 Dashbards Custmizing a Dashbard One easy way t custmize a dashbard is t rearrange the widgets n it. Simply click and hld the widget title bar and drag it where yu want it. Hwever, keep in mind that if yu're ging t view this n a mbile device, the widgets will display in rder by clumn (first, secnd, third). Fr ther changes: 1. Click Dashbards under the HelpSystems insite menu. 2. Click the dashbard name. 3. Click the buttn. 4. Type a new dashbard Name. 5. Click the Shared buttn t allw thers t see this dashbard. 6. Click the Guest buttn t allw users wh lg n with the Guest prfile t see this dashbard. The nly thing Guest users can d is view dashbards marked as Guest. 7. Select a different layut under the Layut ptin. 8. Click Save t save changes. Nte: Yu can nly custmize dashbards that yu've created. Shared dashbards created by anther user are view-nly. Deleting a Dashbard Yu can delete ne r mre dashbards; hwever, yu can nly delete dashbards that yu've created. Shared dashbards created by anther user are view-nly. 1. Click Dashbards under the HelpSystems insite menu. 2. Click the checkbx lcated at the very left f each dashbard entry yu wish t delete. T select all entries, click the tp-mst Select All checkbx. 3. Click the Delete that appears n the title bar. A dialg bx pens t cnfirm the peratin. 4. Click Delete t cmplete the prcess. Widgets Available Widgets User Guide page: 18

23 Dashbards Widgets After yu create a dashbard, yu need t add widgets t it. Widgets are the actual items that display realtime data, histrical events, and perfrmance metrics that appear n the dashbard. Mst widgets are interactive. Fr a list f available Autmate Enterprise widgets, see Autmate Enterprise Widget Descriptins. Simple instructins fr wrking with dashbard widgets are included in the fllwing sectins. Adding Autmate Enterprise Widgets t the Dashbard Yu can add as many widgets as yu need t yur dashbard. Fr many f the widgets, yu can even add mre than ne f each kind. But, be aware that the number f widgets n the page des affect the respnse time. Als, yu can nly add widgets t dashbards that yu've created. Shared dashbards created by anther user are view-nly. 1. Click Dashbards n the main menu. 2. Click the dashbard name yu want t add widgets t. 3. Click Add n the tp-right. 4. Click Autmate Enterprise t expand the list. Then, select (check) the widgets yu want and click Add. Nte: If yu want t add mre than ne widget f a particular type, repeat steps 3 and 4 fr each ne. 5. Custmize the widgets yu added. Click the Settings buttn n any widget t edit its settings. User Guide page: 19

24 Dashbards Deleting Widgets frm a Dashbard Yu can nly delete widgets frm dashbards that yu've created. Shared dashbards created by anther user are view-nly. 1. Click Dashbards under the main menu. 2. Click the dashbard name yu wish t delete widgets frm. 3. Click Settings n the widget t delete. 4. Click Delete at the tp f the page. A dialg bx pens t cnfirm the peratin. 5. Click Delete t cmplete the peratin. Autmate Enterprise Widgets A Dashbard is made up f ne r mre Widgets, which are small graphical presentatins f business prcesses and perfrmance measures, such as run statistics, active instances, and executin histry. Belw is a brief descriptin f each available Autmate Enterprise dashbard widget. Fr mre details abut a specific widget, click the "Read mre" link in the descriptin. The default widget names are listed belw. These names can be mdified t better fit yur department r rganizatin's needs and requirements, therefre, what yu may see n yur system may differ frm the sample images displayed. Activity - Active The Active widget displays infrmatin abut active (currently running) instances f wrkflws, tasks and prcesses, including queued wrkflws. This data is identical t what appears in the Active Instances page, but cnveniently displayed in a dashbard widget. Read mre... Activity - Agent Activity The Agent Activity widget displays infrmatin abut task r prcess activity that tk place n a specific agent. This data is identical t what appears in the Agent Activity page, but cnveniently displayed in a dashbard widget. Read mre... Activity - Deviatin The Deviatin widget displays infrmatin abut wrkflw, task, and prcess instances that ran slwer r faster than the defined standard deviatin limit. Typically, this infrmatin can be used t gather accurate runtime metrics and determine whether wrkflws and tasks are perfrming as expected r cnsuming additinal resurces. Yu can custmize the time frame used t cllect and calculate runtime data. Read mre... User Guide page: 20

25 Dashbards Activity - Histry The Histry widget shws infrmatin abut previusly run wrkflws, tasks and prcesses. This data is identical t what appears in the Recent Activity page f a wrkflw, task, r prcess but cnveniently displayed in a dashbard widget. Yu can srt and filter the data much like the Recent Activity page as well. Read mre... Activity - Upcming The Upcming widget displays the scheduled start date/time f wrkflws that are set t run in the future with the use f a Schedule trigger. Yu can srt the list by name r start time and filter recrds based n a specific time range. Read mre... Statistics - Cmpleted Statistics The Cmpleted Statistics widget displays success/failure statistics f cmpleted wrkflws, tasks, and prcesses presented in the frm f an interactive line chart. It can be used t examine the utcme f a cllectin f cmpleted executin events perfrmed ver a perid f time in rder t detect trends, patterns, r cycles. Read mre... Statistics - Queued Wrkflws The Queued Wrkflws widget allws yu t track the histry f queued wrkflw events ver a specific perid f time in rder t trublesht issues r manage wrklads. The time range t display can be mdified frm minutes t days. Read mre... Statistics - Run Statistics The Run Statistics widget uses a line graph t track changes in run statistics ver a perid f time. The time range t display can be mdified frm minutes t days. Als, run statistics can be filtered t a specific bject. Read mre... Status - Autmate Enterprise Errrs The Autmate Enterprise Errrs widget displays any errrs that ccurred within the specified server cmpnent r within a specific agent that resides in that server cmpnent. This widget usually furnishes the best indicatin f when, where and why a wrkflw failed. Read mre... Status - Autmate Enterprise Output The Autmate Enterprise Output widget displays utput messages regarding events that ccurred within the specified server r within a particular agent that resides in that server. If an errr ccurs, this widget displays extended infrmatin abut the errr in red s users can easily detect and classify them. Read mre... Status - Autmate Enterprise Statuses The Autmate Enterprise Statuses widget displays imprtant statistics abut yur autmatin envirnment, including number f cnnected agents, queued wrkflws, active instances, and glbal triggering status. It als keeps track f lifetime statistics, which is the ttal number f wrkflws, tasks and prcesses that ran since the start f the Autmate Enterprise service until present. Read mre... Dashbards Managing Dashbards User Guide page: 21

26 Dashbards Widgets Activity - Active Widget The Active widget displays infrmatin abut active instances f wrkflws, tasks and prcesses, including bject name, repsitry lcatin, start time, and duratin. This data is identical t what appears in the Active Instances page, but cnveniently displayed in a widget. Add this widget t yur Dashbard in rder t quickly view which wrkflws, tasks, r prcesses are presently in a running state and determine which wrkflws are placed in a queue f waiting wrkflws based n their pririty. T add an Active widget, frm yur Autmate Enterprise dashbard, Click Add and select Activity - Active. Fr mre details, see Managing Widgets. Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the X buttn t revert back t dashbard view. Click the Refresh buttn t update the infrmatin being displayed. If recrds span multiple pages, click the next r previus arrw at the bttm f the page t navigate t the next/previus page. Click Delete n the tp f the page t permanently delete the widget. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f any recrd t display available actins fr mnitring and managing it. Actins vary depending n whether the selected recrd indicates a wrkflw, task, r prcess. User Guide page: 22

27 Dashbards Available actins fund in this widget are described belw: Disable: Disables an bject that is currently enabled r enables an bject that is currently disabled. Stp: Immediately halts executin f a wrkflw r task (des nt pertain t prcesses). Pause: Suspends executin f a wrkflw r task (des nt pertain t prcesses). Histry: Displays histrical data gathered frm previus runs f the bject. Where Used: If the recrd indicates a task r prcess, displays the wrkflws that the bject is currently cntained in. If the recrd indicates a wrkflw, displays the parent wrkflws that currently use the wrkflw as a child r sub-wrkflw. Clse: Clses the Actins pp-up menu. Available Settings: Click the Settings buttn t access available settings fr the Histry widget. They are as fllws: Name: A unique name fr the widget. This widget is named Activity - Active by default, hwever, yu can change the name t smething that better fits yur needs. Reset Name: Allws the sftware t generate a name fr the widget based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects the height f the widget (set t Medium by default). Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data accrding t the time interval specified (set t Off by default). Aut-Refresh (Mins): The time interval in minutes between each aut-refresh. If the Aut-Refresh parameter is set t Off, this parameter is ignred. Flder: Filters the recrds t display active instances f nly certain bjects that belng t a specific flder r sub-flder (set t All by default). Thereafter, click the drp-dwn t the desired flder. buttn and drill dwn Srt By: Srts the list in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. Last Change Date - Srts the list based n the last mdified date f an bject. Name - Srts the list based n bject name. User Guide page: 23

28 Dashbards Path - Srts the list based n bject path t the repsitry. Start Date - Srts the list based n executin start date/time. Search By: Specifies which element(s) will be searched when entering a keywrd in the Search Text dialg. The available ptins are: Agent - The search quarry will include agents. Name - The search quarry will include bject names. Search Text: Perfrms a search quarry and returns matching recrds based n the keywrd(s) entered and the Search By elements specified. Filter By: Narrws the list f recrds based n the selected start time (set t All by default). The available ptins are: All - All active instances will be shwn regardless f start time. Five Minutes t an Hur - Only active instances that started between the last 5 minutes t an hur will be shwn. Less than 5 Minutes - Only active instances that started within the last 5 minutes r less will be shwn. Over an Hur - Only active instances that started ver an hur ag will be shwn. Autmate Enterprise: Specifies which Autmate Enterprise and ptinally, which agent within that server t gather recrds frm. The available ptins are: Default Autmate Enterprise - Displays recrds frm the default Autmate Enterprise specified in the Preferences page. Selected Autmate Enterprise - Allws yu t select a specific Autmate Enterprise and ptinally, a specific agent within that server frm which t display recrds. If this ptin is chsen, click the Lk Up buttn under the System and Agent fields t select a specific server and agent frm which t gather recrds. If the Agent field is left blank, recrds will be gathered frm all agents. Click Save t save changes. Dashbards Managing Dashbards Widgets Managing Widgets Activity - Agent Activity Widget The Agent Activity widget prvides a visual reference f active task r prcess instances that are currently running n a specific task r prcess agent. This infrmatin is similar t what's displayed in the Agent Activity page but shwn in the frmat f a widget. It can be a useful Dashbard tl fr quickly viewing executin events n a primary agent. T add an Agent Activity widget, frm yur Autmate Enterprise dashbard, click Add and select Activity - Agent Activity. Fr mre details n creating and editing widgets, see Managing Widgets. User Guide page: 24

29 Dashbards Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the buttn t view it n the dashbard again. If recrds span multiple pages, click the Next r Previus arrw at the bttm f the page t navigate t the next/previus page. Click the Refresh buttn t refresh the infrmatin being displayed. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f an active instance t display actins fr mnitring and managing it. Actins may vary depending n the type f bject. They are described belw: Stp - Immediately stps executin f the active task (des nt pertain t prcesses). Pause/Resume frm Pause - Suspends executin f the active task r resumes a paused task (des nt pertain t prcesses). Either the Pause r Resume frm Pause ptin is displayed based n the current state f the specified task. Histry - Displays executin histry f the active bject. Where Used - Displays all wrkflws that use the active bject. Clse - Clses the actins list pp-up windw. User Guide page: 25

30 Dashbards Available Settings: Click the Settings buttn t access available settings fr the widget. They are as fllws: Name: A unique name fr the widget. The default name f this widget is Activity - Agent Activity, hwever, yu can rename it t ne that better fits yur needs r requirements. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects the height f the widget. Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data t be displayed (set t Off by default). Aut-Refresh (Mins): The number f minutes between each aut-refresh. If Aut-Refresh is turned Off, this parameter is ignred. Srt By: Srts the list in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. Last Change Date - Srts the list based n date/time f last status change. Name - Srts the list based n bject name. Path - Srts the list based n repsitry path. Start Date - Srts the list based n executin start date/time. Autmate Enterprise: Fr thse with multiple Autmate Enterprise cmpnents and/r agents, specifies which server t display recrds frm. Click the Lk Up buttn t display available servers t chse frm. Agent: The agent t display recrds frm. Click Lk Up t display available agents t chse frm. Click the Save t save changes. Activity - Deviatin Widget The Deviatin widget displays infrmatin abut wrkflw, task, and prcess instances that ran slwer r faster than the defined standard deviatin limit. Typically, this infrmatin can be used t gather accurate runtime metrics and determine whether wrkflws and tasks are perfrming as expected r cnsuming additinal resurces. Yu can custmize the time frame ill be used t cllect and calculate runtime data. T add a Deviatin widget, frm yur Autmate Enterprise dashbard, click Add and select Activity - Deviatin. Fr mre details n creating and editing widgets, see Managing Widgets. User Guide page: 26

31 Dashbards Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the buttn t view it n the dashbard again. Click the Refresh buttn t refresh the infrmatin in the display. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f any recrd t display available actins fr mnitring and managing it. Actins vary depending n whether the selected recrd pertains t a wrkflw, task, r prcess. Available actins are described belw: Run n Same Agent: Immediately runs the task r prcess n the same agent that it previusly ran n (this actin nly pertains t tasks r prcesses). Run Nw: Immediately runs the wrkflw r immediately runs the task r prcess n the specified agent. Histry: Displays histric data gathered frm previus runs f the bject. Where Used: Shws the wrkflws that use the task r prcess r shws the tasks r prcesses that use the wrkflw. Clse: Clses the Actins pp-up menu. Available Settings: User Guide page: 27

32 Dashbards Click the Settings buttn t access available settings fr this widget. They are as fllws: Name: A unique name fr the widget. This widget is named Activity - Deviatin by default, hwever, it can be changed t a name that better suits yur establishment r department. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This mainly affects the height f the widget (set t Medium by default). Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data accrding t the time interval specified (set t Off by default). Aut-Refresh (Mins): The time interval in minutes between each aut-refresh. If the Aut-Refresh parameter is set t Off, this parameter is ignred. Percent f Deviatin: The percentage amunt frm standard duratin t be cnsidered a deviatin. The system cnsiders wrkflw, task, r prcess executin a deviatin when its ttal runtime duratin ges either abve r belw the average runtime duratin by this percentage. Deviatin Directin: Use the fllwing indicatrs t define the deviatin directin t mnitr. The available ptins are: Abve - Duratin deviatins that surpass the average duratin will be mnitred. Belw - Duratin deviatins that fall belw the average duratin will be mnitred. Bth - Duratin deviatins that either surpasses r falls belw the average duratin will be mnitred. Time Range: The time frame that will be used t cllect and calculate runtime data. The system calculates the average runtime frm executins that tk place within the time range selected belw: Tday - Runtime data will be cllected frm executins that happened tday, between 12:00 am until the present time. Yesterday - Runtime data will be cllected frm executins that ccurred yesterday between 12:00 am t 11:59 pm. Last Week - Runtime data will be cllected frm executins that tk place the past seven days (including tday), starting 12:00 am f the first day until the present time. Flder: Data will be cllected frm nly certain autmatin bjects that belng t the flder r subflder specified (set t All by default). Click the drp-dwn flder. buttn and drill dwn t the desired Systems: Fr thse with multiple Autmate Enterprise cmpnents installed, specifies which server t cllect data frm. The available ptins are: Default System - Displays data frm the default Autmate Enterprise specified in the Autmate Enterprise Preferences page. Selected System- Allws yu t select a specific Autmate Enterprise t gather data frm. If this ptin is chsen, click Lk up under System t select the server frm which t gather data. Click Save t save changes. Dashbards User Guide page: 28

33 Dashbards Managing Dashbards Widgets Managing Widgets Activity - Histry Widget The Histry widget shws infrmatin abut previusly run wrkflws, tasks and prcesses. This data is identical t what appears in the Recent Activity page f a wrkflw, task, r prcess but cnveniently displayed in a dashbard widget. Yu can srt and filter the data much like the Recent Activity page as well. T add a Histry widget, frm yur Autmate Enterprise dashbard, Click Add and select Activity - Histry. Fr mre details, see Managing Widgets. Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the buttn t view it n the dashbard again. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span multiple pages, click the next r previus arrw at the bttm f the page t navigate t the next/previus page. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f any recrd t display available ptins fr mnitring and managing it. Actins vary depending n whether the recrd refers t a wrkflw, task r prcess. User Guide page: 29

34 Dashbards Available actins are described belw: Disable: Disables a currently enabled bject r enables a currently disabled bject. Run n Same Agent: Immediately runs the task r prcess n the same agent that it previusly ran n (this actin nly pertains t tasks r prcesses). Run Nw: Immediately runs the wrkflw r immediately runs the task r prcess n the selected agent. Histry: Displays histric data gathered frm previus runs f the bject. Where Used: Displays the parent wrkflws that this wrkflw is used in r displays the wrkflws that use this task r prcess. Clse: Clses the Actins pp-up menu. Available Settings: Click the Settings buttn t access available preferences fr this widget. They are as fllws: Name: A unique name fr the widget. This widget is named Activity - Histry by default, hwever, it can be changed t a name that may better suit yur department r cmpany. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects the height f the widget (set t Medium by default). Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data accrding t the time interval specified (set t Off by default). Aut-Refresh (Mins): The time interval, which is the amunt f minutes between each aut-refresh. If the Aut-Refresh parameter is turned Off, this parameter is ignred. Flder: Displays histry f nly certain bjects that belng t a specific flder r sub-flder (set t All by default). T drill dwn the flder hierarchy, click the drp-dwn desired flder. buttn and navigate t the Srt By: Srts the list in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. End Date - Srts the list based n cmpletin date/time. Name - Srts the list based n bject name. User Guide page: 30

35 Dashbards Path - Srts the list based n bject path t the repsitry. Result Output - Srts the list based n the latest result utput. Start Date - Srts the list based n executin start date/time. Search By: Specifies which element(s) will be searched when entering a keywrd in the Search Text dialg. The available ptins are: Agent - The search quarry will include agents. Name - The search quarry will include bject names. Result Output - The search quarry will include result utput. Search Text: Perfrms a search quarry and returns matching recrds based n the keywrd(s) entered and the Search By elements specified. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All histry recrds will be shwn regardless f result utput r time f cmpletin. Failed - Histry recrds f nly failed executins will be shwn. Five Minutes t an Hur - Only histry recrds f executins that cmpleted between the last 5 minutes t an hur will be shwn. Less than 5 Minutes: Only histry recrds f executins that cmpleted within the last 5 minutes r less will be shwn. Over an Hur: Only executins that cmpleted ver an hur ag will be shwn. Success - Histry recrds f nly successful executins will be shwn. Autmate Enterprise: Specifies which Autmate Enterprise and ptinally, which agent t display recrds frm. The available ptins are: Default Autmate Enterprise - Displays recrds frm the default Autmate Enterprise specified in the Preferences page. Selected Autmate Enterprise - Allws yu t select a specific Autmate Enterprise and ptinally, a specific agent within that server frm which t display recrds. If this ptin is chsen, click Lk up under the Autmate Enterprise and Agent fields t select a specific server and agent frm which t gather recrds. If the Agent field is left blank, recrds will be gathered frm all agents. Click Save t save changes. Dashbards Managing Dashbards Widgets Activity - Upcming Widget The Upcming widget displays infrmatin abut wrkflw events that are scheduled t run in the future (with the use f a Schedule trigger). This is the same infrmatin fund in the Upcming Activity page but cnveniently displayed in a widget. It can be a useful Dashbard frecasting tl that allws yu t quickly view upcming events in rder t determine any cnflicts r arrange maintenance perids. User Guide page: 31

36 Dashbards T add an Upcming widget, frm yur Autmate Enterprise Enterprise dashbard, Click Add and select Activity - Upcming. Fr mre details, see Managing Widgets. Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the buttn t view it n the dashbard again. If recrds span multiple pages, click the Next r Previus arrw at the bttm f the page t navigate t the next/previus page. Click the Refresh buttn t refresh the infrmatin being displayed. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Actins t perfrm: Click the Shw Actins actins. buttn lcated at the very right f a recrd t display a pp-up menu f available Available actins fr this widget are described belw: Disable: Disables a currently enabled wrkflw r enables a currently disabled wrkflw. Run Nw: Immediately runs the wrkflw. Histry: Displays histric data gathered frm previus executins f this wrkflw. Fr mre details, see Wrkflw Histry. User Guide page: 32

37 Dashbards Where Used: Displays the parent wrkflws that this wrkflw is used in. Fr mre details, see Wrkflws Where Used. Clse: Clses the Actins pp-up menu. Available Settings: Click the Settings buttn t access available settings fr the widget. They are as fllws: Name: A unique name fr the widget. The default name f this widget is Activity - Upcming, hwever, yu can rename it t smething that better fits yur establishment r department. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects the height f the widget. Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data t be displayed (set t Off by default). Aut-Refresh (Mins): The number f minutes between each aut-refresh. If Aut-Refresh is turned Off, this parameter is ignred. Flder: Displays nly scheduled wrkflws that belng t a specific flder r sub-flder (set t All by default). Click the Drp-dwn buttn and navigate t the desired flder. Srt By: Srts the list f recrds t display based n a specific criteria and determines whether the list is srted in ascending r descending rder. The available ptins are: Name - Srts the list based n wrkflw name. Scheduled Start Time - Srts the list based n the scheduled start date/time f the wrkflw. Search By: Specifies which fields will be searched when entering a keywrd in the Search Text dialg. The search results will include any recrds that cntains matching text within the categries selected. The available ptins are: Name - The wrkflw's name will be included in the search. Path - The wrkflw's repsitry path will be included in the search. Search Text: Used fr entering all r part f a key wrd assciated t recent activities in rder t view nly thse recrds with key wrds that cntain matching text. Filter By: Further narrws the recrds t display based n a time perid. The available ptins are: Next 30 Days - Only wrkflw instances scheduled t run within the next 30 days will be shwn. Next 7 Days - Only wrkflw instances scheduled t run within the next 7 days will be shwn. Tday and Tmrrw - Only wrkflw instances scheduled t run tday and tmrrw will be shwn. Tday's - Only wrkflw instances scheduled t run tday (befre midnight) will be shwn. Tmrrw's - Only wrkflw instances scheduled t run tmrrw will be shwn. User Guide page: 33

38 Dashbards Autmate Enterprise: Fr thse with multiple Autmate Enterprise cmpnents, specifies which server t display recrds frm. The available ptins are: Default Autmate Enterprise - Displays recrds frm the default Autmate Enterprise specified in the Autmate Enterprise Enterprise Preferences page. Selected Autmate Enterprise - Allws yu t select a specific Autmate Enterprise frm which t display recrds. If this ptin is chsen, click Lk up under Autmate Enterprise t select the server yu want recrds t be displayed frm. Click Save t save changes. Dashbards Managing Dashbards Widgets Statistics - Cmpleted Statistics Widget The Cmpleted Statistics widget displays success/failure statistics f cmpleted wrkflws, tasks, and prcesses presented in the frm f an interactive line chart. The vertical y axis represents the amunt f successful and/r failed executins being measured and the hrizntal x axis represents the timeline by which the measurements are made. This widget can be used t examine the utcme f a cllectin f cmpleted executin events perfrmed ver a perid f time in rder t detect trends, patterns, r cycles. T add a Cmpleted Statistics widget, frm yur Autmate Enterprise dashbard, click Add and select Statistics - Cmpleted Statistics. Fr mre details n creating and editing widgets, see Managing Widgets. Things t knw and d: By default, the chart displays bth Success and Failed statistics. T hide specific stats, click either Success r Failure frm the legend (psitined belw the timeline). Hver yur muse cursr ver a specific pint in the graph t display a tltip text shwing the ttal number f success/failed executins fr a given time perid. The tltip fllws with updated infrmatin as yu mve the cursr t each pint in the graph. User Guide page: 34

39 Dashbards Duble-click a specific pint in the graph t display a histry f success/failed executins that ccurred during that time perid. Click and drag yur muse cursr hrizntally in the grid area t zm the display t a shrter timeline. The highlighted prtin will becme the new timeline nce yu release the muse buttn. Click Reset zm t revert back t the riginal view. Click the Maximize buttn t view the widget full-screen. Click the X buttn t view it n the dashbard again. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Click the Refresh buttn t refresh the infrmatin in the display. Available Settings: Click the Settings are as fllws: buttn t access available settings fr the widget. Autmate Enterprise Status settings Name: A unique name fr the widget. This widget is named Statistics - Cmpleted Statistics by default, hwever, it can be renamed t smething that may be mre suitable t yu. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects the height f the widget (set t Medium by default). Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data t be displayed (set t Off by default). Aut-Refresh (Mins): The number f minutes between each aut-refresh. The default value is 5 minutes. If the Aut-Refresh parameter is set t Off, this parameter is ignred. Flder: Gather and calculate cmpletin statistics frm nly certain bjects that belng t a specific flder r sub-flder. Click the drp-dwn buttn and navigate t the desired flder. Object Type: Gather and calculate cmpletin statistics frm nly the type f bject specified. The available ptins are: All - Cmpletin statistics will be gathered frm all autmatin bjects. Wrkflws - Only wrkflw cmpletin statistics will be gathered. Tasks - Only task cmpletin statistics will be gathered. Prcesses - Only prcess cmpletin statistics will be gathered. Search By: Specifies which element(s) will be searched when entering a keywrd in the Search Text dialg. The available ptins are: Agent - The search quarry will include agents. Name - The search quarry will include bject names. Search Text: Perfrms a search quarry and returns matching recrds based n the keywrd(s) entered and the Search By elements specified. User Guide page: 35

40 Dashbards Filter By: Narrws the list f recrds t display based n the fllwing criteria: Cnditinal - Only statistics f cnditinal bjects will be included. Manually Run - Only statistics f bjects that were manually started (via SMC r Insite) will be included. Statistics f triggered bjects will be mitted. Nt Scheduled - Only statistics f unscheduled bjects will be included. Statistics f bjects that were started by a Schedule trigger will be mitted. Scheduled - Only statistics f bjects that were started by a Schedule trigger will be included. Statistics f bjects that were nt started by a Schedule trigger will be mitted. Triggered - Only statistics f bjects that were started by any trigger will be included. Statistics f bjects that were manually run will be mitted. Systems: Fr thse with multiple Autmate Enterprise cmpnents, specifies which server t cllect data frm. The available ptins are: Default System - Data is gathered frm the default Autmate Enterprise specified in the Preferences page. Selected System- Allws yu t select a specific Autmate Enterprise t gather data frm. If this ptin is chsen, click Lk up under System t select the server frm which t gather data. Click Save t save changes. Dashbards Managing Dashbards Widgets Managing Widgets Statistics - Queued Wrkflws Widget Wrkflws can be placed in a queue based n any cncurrent wrkflw executin limitatins yu defined via the Lad Management settings in Autmate Enterprise Management Cnsle (Optins -> Server Settings -> Lad Management). The Queued Wrkflws widget allws yu t track the histry f queued wrkflw events ver a specific perid f time in rder t trublesht issues r manage wrklads. This widget displays queued wrkflw statistics presented in the frm f an interactive line chart. The vertical y axis represents the number f queued wrkflws being measured and the hrizntal x axis represents the units f time by which the measurements are made. T add a Queued Wrkflws widget, frm yur Autmate Enterprise dashbard, Click Add and select Statistics - Queued Wrkflws. Fr mre details, see Managing Widgets. User Guide page: 36

41 Dashbards Things t knw and d: Hver yur muse cursr ver a specific pint in the graph t display the ttal number f queued wrkflws fr a given time perid. Duble-click a specific pint in the graph t shw the histry f wrkflws that were queued during that time perid. Click and drag yur muse cursr hrizntally in the grid area t zm the display t a shrter timeline. The highlighted prtin will becme the new timeline nce yu release the muse buttn. Click Reset zm t revert back t the riginal view. Click the Maximize buttn t view the widget full-screen. Click the buttn t revert back t dashbard view. Click Delete n the tp f the page t permanently delete the widget. Click the Refresh buttn t update the data being displayed. Available Settings: Click the Settings buttn t access available settings fr the widget. They are as fllws: Name: A unique name fr the widget. The default name f this widget is Statistics - Queued Wrkflws, hwever, it can be changed t a name that better suites yur needs. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects nly the height f the widget. See Managing Dashbards t mdify the width f yur widgets based n a particular layut. Aut-Refresh (Sec): The number f secnds between each instance the mst current data autmatically relads. This value is hard-cded at 15 secnds. Flder: Displays nly queued wrkflws that belng t a specific flder r sub-flder (set t All by default). Click the drp-dwn buttn and navigate t the target flder. User Guide page: 37

42 Dashbards Srt By: Srts the list f recrds t display based n a specific criteria and determines whether the list is srted in ascending r descending rder. The available ptins are: Name - Srts the list based n wrkflw name. Scheduled Start Time - Srts the list based n the scheduled start date/time f the wrkflw. Search By: Specifies which fields will be searched when entering a keywrd in the Search Text dialg. The search results will include any recrds that cntains matching text within the categries selected. The available ptins are: Agent - The name f the agent(s) that the wrkflw ran n will be included in the search. Name - The wrkflw's name will be included in the search. Search Text: Used fr entering all r part f a key wrd assciated t recent activities in rder t view nly thse recrds with key wrds that cntain matching text. Filter By: Further narrws the recrds t display based n a future time perid. The available ptins are: Cnditinal - Only queued wrkflws that cntain a specific cnditin (i.e., Event Lg, Perfrmance, r Service cnditin) will be shwn. Manually Run - Only queued wrkflws that were manually started (via SMC r Insite) will be shwn. Triggered wrkflws will be mitted. N Schedule - Only queued wrkflws that were unscheduled will be shwn. Wrkflws that were started by a Schedule trigger will be mitted. Scheduled - Only queued wrkflws that were started by a Schedule trigger will be shwn. Nn-scheduled wrkflws will be mitted. Triggered - Only queued wrkflws that were started by a trigger will be included. Wrkflws that were manually started will be mitted. Systems: Specifies which Autmate Enterprise and ptinally, which agent t display recrds frm. The available ptins are: Default System - Displays recrds frm the default Autmate Enterprise specified in the Preferences page. Selected System - Allws yu t select a specific Autmate Enterprise and ptinally, a specific agent within that server frm which t display recrds. If this ptin is chsen, click Lk up under the System and Agent fields t select a specific server and agent frm which t gather recrds. If the Agent field is left blank, recrds will be gathered frm all agents. Click Save t save changes. Dashbards Managing Dashbards Widgets Managing Widgets User Guide page: 38

43 Dashbards Statistics - Run Statistics Widget The Run Statistics widget displays executin statistics presented in the frm f an interactive line chart. The vertical y axis represents the run instances being measured and the hrizntal x axis represents the units f time by which the measurements are made. This widget can be used t examine a cllected sequence f run data perfrmed ver a specific perid f time in rder t detect trends, patterns, r cycles. T add a Run Statistics widget, frm yur Autmate Enterprise dashbard, Click Add and select Statistics - Run Statistics. Fr mre details, see Managing Widgets. Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the buttn t revert back t the riginal dashbard view. Click the Refresh buttn t update the display with the mst current data. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Available Settings: Click the Settings buttn t access available preferences fr the widget, such as widget size, aut-refresh values, and filter parameters. The available settings are as fllws: Name: A unique name fr this widget. The default name is Statistics - Run Statistics, hwever, this can be changed t a name that is mre suitable fr yu. Reset Name: Allws the sftware t create a name fr this widget based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This mainly affects the widget's height. Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data t be displayed (set t Off by default). Aut-Refresh (Mins): The number f minutes between each aut-refresh. If Aut-Refresh is turned Off, this parameter is ignred. Interval (Mins): The default interval (in minutes) that this widget's timeline shuld display. Flder: Displays histry f nly certain bjects that belng t a specific flder r sub-flder (set t All User Guide page: 39

44 Dashbards by default). T drill dwn the flder hierarchy, click the drp-dwn desired flder. buttn and navigate t the Filter By: If the Object Type parameter abve is set t Wrkflws, statistics can be further narrwed based n the criteria selected. All - Run statistics will be cllected frm all wrkflws. Cnditinal - Only run statistics frm wrkflws that cntain a specific cnditin (i.e., Event Lg, Perfrmance, r Service cnditin) will be cllected. Manually Run - Only run statistics frm wrkflws that were manually started (via SMC r Ops Cnsle) will be cllected. Statistics frm triggered wrkflws will be mitted. Nt Scheduled - Only run statistics frm unscheduled wrkflws will be cllected. Statistics frm wrkflws that were started by a Schedule trigger will be mitted. Scheduled - Only run statistics frm wrkflws that were started by a Schedule trigger will be cllected. Statistics frm wrkflws that were nt started by a Schedule trigger will be mitted. Triggered - Only run statistics f wrkflws that were started by a trigger will be included. Statistics f wrkflws that were manually run will be mitted. Autmate Enterprise: Specifies which Autmate Enterprise and ptinally, which agent t gather run statistics frm. The available ptins are: Default Autmate Enterprise - Statistics are gathered frm the default Autmate Enterprise specified in the Preferences page. Selected Autmate Enterprise- Allws yu t select a specific Autmate Enterprise and ptinally, a specific agent within that server frm which t gather statistics. If this ptin is chsen, click Lk up under the Autmate Enterprise and Agent fields t select a specific server and agent frm which t gather statistics. If the Agent field is left blank, statistics will be gathered frm all agents. Click Save t save changes. Dashbards Managing Dashbards Widgets Status - Autmate Enterprise Errrs Widget The Autmate Enterprise Errrs widget displays any errrs that ccurred within the specified server cmpnent r within a specific agent that resides in that server cmpnent. This widget usually furnishes the best indicatin f when, where and why a wrkflw failed. T add a Autmate Enterprise Errrs widget, frm yur Autmate Enterprise dashbard, Click Add and select Status - Autmate Enterprise Errrs. Fr mre details, see Managing Widgets. Things t knw and d: User Guide page: 40

45 Dashbards Click the Maximize buttn t view the widget full-screen. Click the X buttn t view it n the dashbard again. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span multiple pages, click the next r previus arrw at the bttm f the page t navigate t the next/previus page. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Available Settings: Click the Settings buttn t access available settings fr the widget. They are as fllws: Name: A unique name fr the widget. This widget is named Status - Autmate Enterprise Errrs by default, hwever, it can be changed t a name that better suits yur establishment r department. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This mainly affects the height f the widget. Aut-Refresh (Secs): The number f secnds between each aut-refresh. The system autmatically relads the mst current data accrding t the time interval specified. Systems: Fr thse with multiple Autmate Enterprise cmpnents installed, specifies which server t cllect data frm. The available ptins are: Default System - Displays recrds frm the default Autmate Enterprise specified in the Autmate Enterprise Preferences page. Selected System- Allws yu t select a specific Autmate Enterprise t gather data frm. If this ptin is chsen, click Lk up under System t select the server frm which t gather data. Click Save t save changes. Dashbards Managing Dashbards Widgets Managing Widgets Status - Autmate Enterprise Output Widget The Autmate Enterprise Output widget displays utput messages regarding events that ccurred within the specified server r within a particular agent that resides in that server. If an errr ccurs, this widget displays extended infrmatin abut the errr in red s users can easily detect and classify them. The utput messages displayed by the Autmate Enterprise Output widget are identical t thse which are displayed in the Output panel f Autmate Enterprise Management Cnsle. T add a Autmate Enterprise Output widget, frm yur Autmate Enterprise dashbard, click Add and select Status - Autmate Enterprise Output. Fr mre details, see Managing Widgets. User Guide page: 41

46 Dashbards Things t knw and d: Click the Maximize buttn t view the widget full-screen. Click the buttn t view it n the dashbard again. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span multiple pages, click the next r previus arrw at the bttm f the page t navigate t the next/previus page. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Available Settings: Click the Settings buttn t access available settings fr this widget. They are as fllws: Name: A unique name fr the widget. This widget is named Status - Autmate Enterprise Output by default, hwever, it can be changed t a name that may better suit yur needs. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This mainly affects the height f the widget. Aut-Refresh (Secs): The number f secnds between each aut-refresh. The system autmatically relads the mst current data accrding t the time interval specified. Systems: Fr thse with multiple Autmate Enterprise cmpnents, specifies which server t gather utput data frm. The available ptins are: Default System - Output data is gathered frm the default Autmate Enterprise specified in the Preferences page. Selected System- Allws yu t select a specific Autmate Enterprise t gather utput data frm. If this ptin is chsen, click Lk up under System t select the server frm which t cllect data. Click Save t save changes. Dashbards User Guide page: 42

47 Dashbards Managing Dashbards Widgets Managing Widgets Status - Autmate Enterprise Statuses Widget The Autmate Enterprise Statuses widget displays imprtant autmatin statistics such as glbal triggering status as well as ttal number f active instances, queued wrkflws and cnnected agents. It als keeps track f lifetime statistics, which is the ttal number f wrkflws, tasks and prcesses that ran since the start f the Autmate Enterprise service. T add a Autmate Enterprise Statuses widget, frm yur Autmate Enterprise dashbard, Click Add and select Status - Autmate Enterprise Statuses. Fr mre details, see Managing Widgets. Things t knw and d: Hver the muse cursr ver a chart statistic t view additinal details. By default, the chart shws all available statistics. T hide a statistic frm being displayed, click it frm the legend lcated directly belw the chart. All hidden stats will appear grayed ut. Click the Maximize buttn t view the widget full-screen. Click the X buttn t view it n the dashbard again. Click the Refresh buttn t refresh the infrmatin in the display. Click Delete n the tp f the page t permanently delete the widget frm the dashbard. Available Statistics: The fllwing describes the available statistics shwn by the Autmate Enterprise Statuses widget. Lifetime (Wrkflws, Tasks, Prcesses): Displays the ttal number f wrkflws, tasks and prcesses that ran ever since the start f the service. This includes wrkflws, tasks r prcesses that ran successfully, failed r abrted. User Guide page: 43

48 Dashbards Cnnected Agents: Displays the number f presently cnnected agents. This includes task agents and prcess agents. Glbal Triggering: Displays whether glbal triggering is currently turned On r Off. Peak Wrkflws : Displays the highest number f wrkflws that the server ever ran simultaneusly ever since the start f the service. Queued Wrkflws: Displays the ttal number f wrkflws that are currently in a queued state. Active Wrkflws: Displays the ttal number f wrkflws that are currently in a running state. Active Tasks: Displays the ttal number f tasks that are currently in a running state. Active Prcesses: Displays the ttal number f prcesses that are currently in a running state. Available Settings: Click the Settings buttn are as fllws: t access available settings fr the widget. Autmate Enterprise Status settings Name: A unique name fr the widget. This widget is named Status - Autmate Enterprise Statuses by default, hwever, it can be renamed t smething that may be mre suitable t yu. Reset Name: Allws the sftware t create a widget name based n the type f widget and the settings yu've selected. Size: The size f the widget as it appears n the dashbard. This affects the height f the widget (set t Medium by default). Aut-Refresh: Enables (On) r disables (Off) aut-refresh mde, which autmatically relads the mst current data t be displayed (set t Off by default). Aut-Refresh (Mins): The number f minutes between each aut-refresh. If Aut-Refresh is turned Off, this parameter is ignred. Autmate Enterprise: Fr thse with multiple Autmate Enterprise cmpnents, specifies which server t cllect data frm. The available ptins are: Default Autmate Enterprise - Data is gathered frm the default Autmate Enterprise specified in the Preferences page. Selected Autmate Enterprise- Allws yu t select a specific Autmate Enterprise t gather data frm. If this ptin is chsen, click Lk up under System t select the server frm which t gather data. Click Save t save changes. Dashbards Managing Dashbards Widgets User Guide page: 44

49 Autmate Enterprise Activity Autmate Enterprise Activity The Autmate Enterprise Activity page prvides a visual reference f past, present, and future autmatin activities. It can be used t frecast upcming scheduled wrkflw activities, track prgress f active instances t determine whether they are running as expected, and mnitr histrical perfrmance statistics f recent activities. T view the Autmate Enterprise Activity page, click Autmate Enterprise Activity under the Autmate Enterprise menu. Autmate Enterprise Activity Types The Autmate Enterprise Activity page is divided int three sectins, each displaying infrmatin abut a particular type f activity. Fr mre details n a particular sectin, click the prvided link. Upcming Activity: Prvides infrmatin abut wrkflws that cntain a Schedule cnditin set t trigger executin at a future date/time. Fr mre details, see Upcming Activity. Active Instances: Displays the autmatin bjects that are currently running r waiting t run. Fr mre details, see Active Instances. Recent Activity: Displays infrmatin abut recently executed autmatin bjects and their cmpletin status. Fr mre details, see Recent Activity. Things t knw and d The ttal number f recrds fr each type f activity (up t 10,000 recrds ttal) are listed at the tp f each sectin. User Guide page: 45

50 Autmate Enterprise Activity T expand a sectin and view mre details abut a specific list, click the area at the tp f the sectin that displays the ttal recrds. Example T see the full list f active instances, click this area at the tp f the list. By default, activity infrmatin f all wrkflws, tasks and prcesses are displayed. Click the drp-dwn buttn t drill further dwn the hierarchy f recrds, fr example, t display activity f nly tasks r prcesses. Click the Shw Actins buttn by any entry t view available actins fr managing r mnitring it. Actins vary depending n which sectin the recrd cmes frm (i.e., Upcming Activity, Active Instances, r Recent Activity). In the Active Instances r Recent Activity sectin, click the Expand Wrkflw buttn t view details abut currently active r recently ran bjects within that wrkflw. Click the Refresh buttn t refresh the infrmatin in the display. Or, yu can set up an autrefresh in the Preferences. Srting Autmate Enterprise Activity There are settings cntained in the Autmate Enterprise Activity page that allws yu t indicate hw the list f recrds shuld be displayed. T srt the list, click the Settings buttn t access srt preferences. The available ptins are: Srt By: Srts the list f instances in ascending r descending rder based n the fllwing criteria: Name - Srts recrds based n bject name. Start Time - Srts recrds based n executin start date/time. Default - Uses the default srt ptin which srts recrds based n bject name. Click the Clse buttn t save and clse the settings. Agents User Guide page: 46

51 Autmate Enterprise Activity Tasks Prcesses Wrkflws Active Instances The Active Instances page displays autmatin bjects that are currently running r queued. Yu can view wrkflws, tasks, and prcesses that are in a running state and determine which wrkflws are placed in a queue f waiting wrkflws based n their pririty. T view the Active Instances page, click Autmate Enterprise Activity under the Autmate Enterprise menu t pen the Autmate Enterprise Activity page. Then, click the area at the tp f the Active Instances list that displays ttal recrds. If the menu n the left is hidden, click the Menu t shw it. buttn in the upper left crner Things t knw and d: The filter applied and ttal number f active instances appear in the title bar. Click the expand buttn t display active tasks r prcesses cntained in the wrkflw. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 47

52 Autmate Enterprise Activity If recrds span t multiple pages, click the page number drp-dwn buttn t jump t a specific page. Or, click the next r previus arrw t navigate t the next/previus page. Click the Print buttn t view the active instances in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search dialg t enter all r part f a key wrd assciated t active instances and view nly thse instances with key wrds that cntain matching text. Fund instances may be dependent n the search filter applied. See Srting and Filtering Active Instances fr mre details. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f an active instance t display ptins fr mnitring and managing it. User Guide page: 48

53 Autmate Enterprise Activity Actins vary depending n whether the active instance is a wrkflw, task r prcess. They are as fllws: Enable/Disable - Disables the active bject r enables a disabled bject. The Enable and Disable ptin alternates depending n the current state f the selected bject. Stp - Immediately stps executin f the active wrkflw r task (des nt pertain t prcesses). Nte: Stpping a wrkflw that is currently running a prcess des nt stp the active prcess. Pause/Resume frm Pause - Suspends executin f the active wrkflw r task r resumes executin f a paused wrkflw/task (des nt pertain t prcesses). The Pause and Resume frm Pause ptin alternates depending n the current state f the selected wrkflw/task. Histry - Displays executin histry f the active bject. Where Used - Displays all wrkflws that use the active bject. Clse - Clses the actins list pp-up windw. Wrkflws Prcesses Agents Tasks Srting & Filtering Active Instances T make the Active Instances page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a certain keywrd. Use the Srt By and Filter By features t sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want t view it. Use the Search By feature t further narrw yur search by indicating precisely which fields t search frm when perfrming a text search. Click the Settings buttn t access srt, search and filter preferences. They are as fllws: Srt By: Srts the list f instances in ascending r descending rder based n the fllwing criteria: User Guide page: 49

54 Autmate Enterprise Activity Duratin - Srts instances based n runtime duratin. Last Change Date - Srts instances based n the last mdified date. Name - Srts instances based n bject name. Path - Srts instances based n their repsitry path. Start Date - Srts instances based n executin start date/time. Search By: Specifies which field(s) will be searched when entering a keywrd in the Search Text dialg. The available ptins are: Search All Fields- The search quarry will include all fields. Agent - The search quarry will include agents. Name - The search quarry will include bject names. Filter By: Narrws the list f recrds based n the selected start time. The available ptins are: All - All active instances will be shwn regardless f start time. Less than 5 Minutes - Only active instances that started within the last 5 minutes will be shwn. Five Minutes t an Hur - Only active instances that started between the last 5 minutes t an hur will be shwn. Over an Hur - Only active instances that started ver an hur ag will be shwn. Click the Clse buttn t save and clse the settings. Recent Activity The Recent Activity page displays a histry f autmatin bjects that previusly ran. Frm here, yu can view recent executins f wrkflws, tasks and prcesses, when they started and ended, and whether they ran successfully r failed. The page can be filtered in varius ways s that nly data that matches the selected pattern is shwn, giving yu mre cntrl ver which activities shuld appear. User Guide page: 50

55 Autmate Enterprise Activity The Recent Activity page can be accessed frm the Autmate Enterprise Activity page r any page that includes an Actins menu cntaining the Histry ptin. If the menu n the left is hidden, click the Menu buttn in the upper left crner t shw it. Things t knw and d: The filter applied and ttal number f activities appear in the title bar. Each activity's cmpletin status is clr cded fr clarity ( Success =, Failed = ). If viewing recent wrkflw activities, click the expand buttn t display the bjects that ran during executin f the wrkflw. Click the cllapse buttn t hide the bjects. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span t multiple pages, click the page number drp-dwn buttn User Guide page: 51

56 Autmate Enterprise Activity t jump t a specific page. Or, click the next r previus arrw t navigate t the next/previus page. Click the Print buttn t view the recent activity list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search dialg t enter all r part f a key wrd assciated t recent activity and view nly thse with key wrds that cntain matching text. Fund activities may be dependent n the search filter applied. See Srting and Filtering Recent Activity fr mre details. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f a recent activity recrd t display actins fr mnitring and managing it. Available actins vary depending n the type f bject. The fllwing actins are available: User Guide page: 52

57 Autmate Enterprise Activity Disable/Enable: Disables autmatic executin f the bject r enables a currently disabled bject. Run in Same Agent: Immediately runs the task r prcess n the same agent frm where it previusly ran (des nt pertain t wrkflws). Run Nw: Immediately starts a wrkflw. If the bject is a task r prcess, a windw will appear displaying available agents t run the bject frm. Histry: Displays executin histry f the bject assciated t the recent activity recrd. Where Used: Displays the wrkflws that the bject is currently used in. Clse: Clses the actins list pp-up windw. Active Instances Upcming Activity Srting & Filtering Recent Activity T make the Recent Activity page easier t wrk with, yu may want t display the list f recrds in a particular rder and view nly thse recrds that meet the criteria r match a keywrd. Yu can use the Srt By and Filter By features t sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want t view it. Additinally, when perfrming a text search, yu can use the Search By feature t further narrw yur search by indicating precisely which fields t search frm. Click the Settings buttn t access srt, search and filter preferences: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. End Date- Srts the list based n run cmpletin date/time. Name - Srts the list based n bject name. Path - Srts the list based n the repsitry path t the bject. Result Output - Srts the list based n cmpletin result. Start Date - Srts the list based n run start date/time. User Guide page: 53

58 Autmate Enterprise Activity Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Agents - Agents will be searched fr matching text. Name - The bject name will be searched fr matching text. Result Output - The result utput will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All recrds will be shwn. Cnditinal - Only cnditinal instances will be shwn. Failed - Only failed instances will be shwn. Five Minutes t an Hur - Only instances that ran between 5 minutes t an hur will be shwn. Less than 5 Minutes - Only instances that ran less than 5 minutes ag will be shwn. Manually Run - Only instances that were run manually will be shwn. Nt Scheduled- Only instances that were nt triggered by a Schedule trigger will be shwn. Over an Hur - Only instances that ran ver an hur ag will be shwn. Success - Only successful instances will be shwn. Triggered - Only instances that were started by a trigger will be shwn. Click the Clse buttn t save and clse the settings. Active Instances Upcming Activity The Upcming Activity page displays the wrkflws that are scheduled t run in the future via a Schedule trigger. Yu can preview which wrkflws are scheduled and when they are suppsed t run in rder t determine any cnflicts r arrange dwntime and maintenance perids. User Guide page: 54

59 Autmate Enterprise Activity T view the Upcming Activity page, click Autmate Enterprise Activity under the Autmate Enterprise menu t pen the Autmate Enterprise Activity page. Then, click the area at the tp f the Upcming Activity list that displays ttal recrds. If the menu n the left is hidden, click the Menu crner t shw it. buttn in the upper left Things t knw and d: The filter applied and ttal number f upcming activities appear in the title bar. By default, future activity f all existing wrkflws are displayed. T display future activity f nly thse wrkflws that belng t a specific flder r sub-flder, click the drp-dwn buttn and navigate t the desired flder. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span t multiple pages, click the page number drp-dwn buttn t jump t a specific page. Or, click the next r previus arrw t navigate t the next/previus page. Click the Print buttn t view the upcming activity list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. User Guide page: 55

60 Autmate Enterprise Activity Use the Search dialg t enter all r part f a key wrd assciated t an upcming activity and view nly thse activities with key wrds that cntain matching text. Fund activities may be dependent n the search filter applied. See Srting and Filtering Upcming Activity fr mre details. Actins t perfrm: Click the Shw Actins buttn lcated at the very right f an upcming activity recrd t display ptins fr mnitring and managing it. The fllwing actins will appear: Disable/Enable: Disables the wrkflw frm being autmatically launched by a trigger r enables a currently disabled wrkflw. A Disabled icn is psitined next t the name f a disabled wrkflw. The ptin Disable r Enable alternates based n the current cnditin f the wrkflw. Run Nw: Immediately starts the wrkflw. Histry: Displays a histry f previus executins f the wrkflw. Where Used: Displays the parent wrkflws that this wrkflw is used in. Clse: Clses the actins list pp-up windw. Srting & Filtering Upcming Activity T make the Upcming Activity page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. Use the Srt By and Filter By features t sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want t view it. Additinally, when perfrming a text search, use the Search By feature t further narrw yur search by indicating precisely which fields t search frm. User Guide page: 56

61 Autmate Enterprise Activity Click the Settings buttn t access available srt, search, and filter settings. They are as fllws: Srt By: Srts the list in ascending r descending rder based n the fllwing criteria: Name - Srts the list based n wrkflw name. Scheduled Start Time - Srts the list based n the scheduled start date/time f a wrkflw. Search By: Specifies which fields will be searched when entering a keywrd in the Search Text dialg. Search results will include any recrds that cntains matching text within the fllwing field(s) selected: Search All Fields - All fields will be searched fr matching text. Name - The wrkflw's name will be searched fr matching text. Path - The wrkflw's repsitry path will be searched fr matching text. Filter By: Further narrws the recrds t display based n a time perid. The available ptins are: Next 30 Days - Only wrkflw instances scheduled t run within the next 30 days will be shwn. Next 7 Days - Only wrkflw instances scheduled t run within the next 7 days will be shwn. Tday and Tmrrw - Only wrkflw instances scheduled t run tday and tmrrw will be shwn. Tday's - Only wrkflw instances scheduled t run tday (befre midnight) will be shwn. Tmrrw's - Only wrkflw instances scheduled t run tmrrw will be shwn. Click the Clse buttn t save and clse the settings. User Guide page: 57

62 Wrkflws Wrkflws The Wrkflws page displays varius attributes abut the wrkflws cntained in yur repsitry. It is useful fr viewing imprtant wrkflw details, such as name, repsitry lcatin, creatin date, last mdified date, last run date and result f last run. Yu can srt the list f wrkflws based n a specific attribute r apply filters t narrw the list based n certain qualifying criteria. The Wrkflws page als cntains preferences fr managing and mnitring wrkflws, such as the ptin t disable, enable r immediately run ne r mre wrkflws. T access the Wrkflws page, click Wrkflws under the Autmate Enterprise menu. If the menu n the left is hidden, click the Menu buttn in the upper left crner t shw it. Things t knw and d The ttal number f recrds appear in the title bar. This number may be dependent n any filter applied. Fr mre details, see Srting and Filtering the Wrkflws Display. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 58

63 Wrkflws If recrds span multiple pages, click the next r previus arrw t navigate t the next/previus page. T jump directly t a specific page, click the page number dwn arrw and select the desired page frm the drp-dwn list. Click the print buttn t view the list in HTML frmat. Yu can then enter (Ctrl+A) t select all recrds, (Ctrl+C) t perfrm a cpy, and paste the data int any spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. T display nly certain wrkflws that belng t a specific flder r sub-flder, click the dwn arrw and drill dwn t the desired flder. Use the Search... dialg t enter all r part f a keywrd assciated t a wrkflw and view nly thse recrds with keywrds that cntain matching text. Fund wrkflws may be dependent n any search filter applied. Fr mre details, see Srting and Filtering the Wrkflws Display. Actins t perfrm n individual wrkflws Click the Shw Actins buttn cnnected t any wrkflw entry t display a menu f actins fr mnitring and managing it. User Guide page: 59

64 Wrkflws Individual wrkflw actins are described belw: Disable/Enable: Disables r enables the wrkflw. Fr mre details, see Disabling/Enabling Wrkflws. Run Nw: Immediately runs the wrkflw. Fr mre details, see Running Wrkflws. Histry: Displays the wrkflw's executin histry. Fr mre details, see Wrkflw Histry. Where Used: Displays the parent wrkflws that this wrkflw is used in. Fr mre details, see Wrkflws Where Used. Clse: Clses the Actins pp-up menu. Actins t perfrm n multiple wrkflws: Certain actins can be perfrmed simultaneusly n multiple wrkflws. Click the checkbx lcated at the very left f each wrkflw entry yu wish t perfrm the actin n. T select all entries, click the tp-mst Select All checkbx. The ttal number f selected items and available actins appear in the title bar. Multi-wrkflw actins are described belw: Run Nw: Immediately runs all selected wrkflws. Fr mre details, see Running Wrkflws. Enable: Enables all selected wrkflws that are currently disabled. N changes are made t selected wrkflws that are already enabled. Fr mre details, see Disabling/Enabling Wrkflws. Disable: Disables all selected wrkflws that are currently enabled. N changes are made t selected wrkflws that are already disabled. Fr mre details, see Disabling/Enabling Wrkflws. Cancel: Cancels selectin f any multi-wrkflw actin. Srting and Filtering Wrkflws Tasks Prcesses Agents User Guide page: 60

65 Wrkflws Srting & Filtering Wrkflws T make the Wrkflws page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. The Srt By and Filter By features can sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want them viewed. The Search By feature can further narrw keywrd searches by indicating precisely which fields t search frm. Click the Settings buttn t access srt, search and filter preferences: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Created By: Srts the list based n the user wh crated the wrkflw. Created On: Srts the list based n the wrkflw creatin date/time. Ended On: Srts the list based n wrkflw cmpletin date/time. Last Duratin: Srts the list based n the length f the latest runtime duratin. Last Result: Srts the list based n the last result utput. Mdified On: Srts the list based n wrkflw last mdified date/time. Ntes: Srts the list based n the ntes entered. Result Output: Srts the list based n wrkflw cmpletin result. Staging: Srts the list based n staging status. Started On: Srts the list based n wrkflw start date/time. User Guide page: 61

66 Wrkflws Wrkflw Name: Srts the list based n wrkflw name. Wrkflw Path: Srts the list based n the wrkflw's path t the repsitry. Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Ntes - Ntes will be searched fr matching text. Result Output - The result utput will be searched fr matching text. Wrkflw Name - The wrkflw name will be searched fr matching text. Wrkflw Path - The repsitry path will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All: All recrds will be shwn. Cnditinal: Only wrkflws that started based in a cnditin will be shwn. Disabled: Only wrkflws that are currently disabled will be shwn. Enabled: Only wrkflws that are currently enabled will be shwn. Failed: Only failed wrkflw executins will be shwn. N Schedule: Only nn-scheduled wrkflws will be shwn. Scheduled: Only scheduled wrkflws will be shwn. Success: Only successful wrkflw executins will be shwn. Click the Clse buttn t save and clse the settings. Running Wrkflws Situatins may arise that requires yu t immediately run a wrkflw aside frm any schedule r triggering cnditin currently set fr it. In such cases, yu can manually run ne r mre wrkflws directly frm the Wrkflws page. This applies t currently disabled wrkflws as well. Running Individual Wrkflws T run a single wrkflw: 1. Frm the Wrkflws page, Click the Shw Actins buttn assciated t the wrkflw yu wish t run. 2. Select Run Nw frm the actins pp-up menu. Running Multiple Wrkflws Fr cnvenience, yu can run multiple wrkflws sequentially. T run tw r mre wrkflws: User Guide page: 62

67 Wrkflws 1. Frm the Wrkflws page, click the checkbx lcated at the very left f each wrkflw yu wish t run. T select all recrds, click the tp-mst Select All checkbx. 2. Click the Run Nw buttn that appears n the title bar. Wrkflws Prcesses Tasks Agents Disabling/Enabling Wrkflws Adding a trigger t a wrkflw allws it t launch autmatically, withut any user interventin. This is ideal fr running a wrkflw n a specific schedule r upn the ccurrence f a specific cnditin r event. Yu may encunter a situatin that requires yu t disable such functinality fr ne r mre wrkflws, such as during maintenance perids, hlidays r when executin f ne wrkflw may interfere with anther. In such cases, yu can disable ne r mre wrkflws frm starting autmatically via the Wrkflws page. When a wrkflw is disabled, any triggering cnditin attached t it is ignred. Hwever, it can still be run manually frm the Wrkflws page by clicking Run Nw (r frm Autmate Enterprise Management Cnsle by clicking Run). See Running Wrkflws fr mre details. Disabling/Enabling Individual Wrkflws T disable a single wrkflw: 1. Frm the Wrkflws page, Click the Shw Actins buttn assciated t the wrkflw yu wish t disable. 2. Select Disable frm the actins pp-up menu. Fr easy detectin, a Disabled icn will appear next t the name f the newly disabled wrkflw. T enable a disabled wrkflw, fllw the same steps abve and select Enable frm the actins pp-up menu. The ptin Disable r Enable alternates based n the current cnditin f the wrkflw. Disabling/Enabling Multiple Wrkflws: Fr cnvenience, multiple wrkflws can be disabled r enabled sequentially. T disable tw r mre wrkflws: 1. Frm the Wrkflws page, click the checkbx lcated at the very left f each wrkflw yu wish t disable. T select all recrds, click the tp-mst Select All checkbx. 2. Click the Disable buttn that appears n the title bar. If any f the selected wrkflws are already disabled, n actin will be applied t thse wrkflws and they will remain disabled. User Guide page: 63

68 Wrkflws T enable tw r mre disabled wrkflws, fllw the same steps abve and click the Enable buttn frm the title bar. Wrkflws Prcesses Agents Wrkflw Histry (Recent Activity) The Wrkflw Histry page (als knwn as Wrkflw Recent Activity page) displays previus executin histry fr a specific wrkflw. It is useful fr gathering infrmatin abut each run instance f a wrkflw, including when executin started/ended, hw lng the wrkflw ran, and whether it ran successfully r failed. The Wrkflw Histry page can be accessed frm the Wrkflws and Autmate Enterprise Activity page as well as the Histry, Active and Upcming widgets. Simply click the Shw Actins very right f any wrkflw entry and select Histry frm the pp-up menu. buttn lcated at the Things t knw and d: User Guide page: 64

69 Wrkflws The ttal number f run instances f the wrkflw will appear in the title bar. This number may be dependent n any filter applied. Fr mre details, see Srting and Filtering Wrkflw Histry. Click the Refresh buttn t update the display with the latest data. If recrds span multiple pages, click the next r previus arrw t navigate t the next/previus page. T jump directly t a specific page, click the page number dwn arrw and select the desired page frm the drp-dwn list. Click the Print buttn t view wrkflw histry in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search... dialg t enter all r part f a keywrd assciated t a wrkflw instance and view nly thse recrds with keywrds that cntain matching text. Fund instances may be dependent n any search filter applied. Fr mre details, see Srting and Filtering the Wrkflw Histry Display. Actins t perfrm: Click the Shw Actins buttn lcated n the very right f any wrkflw entry t display ptins fr mnitring and managing it. User Guide page: 65

70 Wrkflws Individual wrkflw histry actins are described belw: Disable: Disables a wrkflw r enables a currently disabled wrkflw. Fr mre details, see Disabling/Enabling Wrkflws. Run Nw: Immediately runs the wrkflw. Fr mre details, see Running Wrkflws. Histry: Displays the wrkflw's executin histry. Fr mre details, see Wrkflw Histry. Where Used: Displays the parent wrkflws that this wrkflw is used in. Fr mre details, see Wrkflws Where Used. Clse: Clses the pp-up menu. Srting & Filtering Wrkflw Histry T make the Wrkflw Histry page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. The Srt By and Filter By features can sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want them viewed. The Search By feature can further narrw keywrd searches by indicating precisely which fields t search frm. Click the Settings buttn t access srt, search, and filter preferences. They are as fllws: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. End Date - Srts the list based n cmpletin date/time. User Guide page: 66

71 Wrkflws Name - Srts the list based n wrkflw name. Path - Srts the list based n the path t the repsitry. Result Output - Srts the list based n cmpletin result. Start Date - Srts the list based n start date/time. Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Agent - Assciated agents will be searched fr matching text. Name - The wrkflw name will be searched fr matching text. Result Output - The result utput will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All wrkflw executin recrds will be shwn. Cnditinal - Only cnditinal wrkflw executins will be shwn. Failed - Only failed wrkflw executins will be shwn. Five Minutes t an Hur - Only wrkflw executins that started between the last five minutes t an hur will be shwn. Less than 5 Minutes - Only wrkflw executins that started within the last five minutes will be shwn. Manually Run - Only wrkflw executins that were started manually will be shwn. Triggered wrkflws will be mitted. Nt Scheduled - Only wrkflw executins that were nt scheduled will be shwn. Over an Hur - Only wrkflw executins that started ver an hur ag will be shwn. Scheduled - Only scheduled wrkflw executins will be shwn. Success - Only successful wrkflw executins will be shwn. Triggered - Only wrkflw executins that were started by a trigger will be shwn. Manually started wrkflws will be mitted. Click the Clse buttn t save and clse the settings. Wrkflws Wrkflws Where Used Running Wrkflws Disabling/Enabling Wrkflws Wrkflws Where Used A sub-wrkflw r child wrkflw is a wrkflw executin that is initiated by anther (parent) wrkflw executin. The Wrkflws Where Used page displays all parent wrkflws that currently use the specified User Guide page: 67

72 Wrkflws wrkflw as a child r sub-wrkflw. Use this page t quickly determine the status f wrkflws that cntain a particular sub-wrkflw. Recrds can be srted by start time and wrkflw name. The Wrkflws Where Used page can be accessed frm the Wrkflws and Autmate Enterprise Activity page as well as the Histry, Active and Upcming widgets. Simply click the Shw Actins buttn the very right f any wrkflw entry and select Where Used. lcated at Things t knw and d: The ttal number f recrds will appear in the title bar. Click the Refresh buttn t refresh the data being displayed. If recrds span multiple pages, click the next r previus arrw t navigate t the next/previus page. T jump directly t a specific page, click the page dwn arrw and select the desired page frm the drp-dwn list. User Guide page: 68

73 Wrkflws T display recrds fr nly certain wrkflws that belng t a specific flder r sub-flder, click the drp-dwn buttn and drill dwn t the desired flder. Click the Print buttn t view the tasks list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Actins t perfrm: Click the Shw Actins buttn lcated n the very right f any wrkflw entry t display ptins fr mnitring and managing it. The fllwing Wrkflw Where Used actins will be available: Disable/Enable - Disables r enables the wrkflw. Fr mre details, see Disabling/Enabling Wrkflws. Run Nw - Immediately runs the wrkflw. Fr mre details, see Running Wrkflws. Histry - Displays the wrkflw's executin histry. Fr mre details, see Wrkflw Histry. Where Used - Displays the parent wrkflws that this wrkflw is used in. Clse - Clses the Actins pp-up menu. Prcesses Agents Tasks User Guide page: 69

74 Tasks Tasks The Tasks page displays varius attributes abut the tasks cntained in yur repsitry. It is useful fr viewing imprtant task details, such as name, repsitry lcatin, creatin date, last mdified date, last run date and result f last run. Yu can srt the list f tasks based n a specific attribute r apply filters t narrw the list based n certain qualifying criteria. The Tasks page als cntains preferences fr managing and mnitring tasks, such as the ptin t disable, enable r immediately run ne r mre tasks. User Guide page: 70

75 Tasks T view the Tasks page, click Tasks under the Autmate Enterprise menu. If the menu n the left is hidden, click the Menu buttn in the upper left crner t shw it. Things t knw and d: The ttal number f recrds appear n the title bar. This number may be dependent n any filter applied. Fr mre details, see Srting and Filtering the Tasks Display. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span multiple pages, click the next r previus arrw t navigate t the next/previus page. T jump directly t a specific page, click the page number dwn arrw and select the desired page frm the drp-dwn list. Click the print buttn t view the list in HTML frmat. Yu can then enter (Ctrl+A) t select all recrds, (Ctrl+C) t perfrm a cpy, and paste the data int any spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. T display nly certain tasks that belng t a specific flder r sub-flder, click the dwn arrw and drill dwn t the desired flder. Use the Search... dialg t enter all r part f a keywrd assciated t a task and view nly thse recrds with keywrds that cntain matching text. Fund tasks may be dependent n any search filter applied. Fr mre details, see Srting and Filtering the Tasks Display. Actins t perfrm n individual tasks: User Guide page: 71

76 Tasks Click the Shw Actins buttn lcated at the very right f any task entry t display a menu f actins fr mnitring and managing it. Individual task actins are described belw: Disable/Enable - Disables r enables the task. Fr mre details, see Disabling/Enabling Tasks. Run Nw - Immediately runs the task. Fr mre details, see Running Tasks. Histry Displays executin histry f the task. Fr mre details, see Task Histry. Where Used - Shws the wrkflws that use the task. Fr mre details, seetask Where Used. Clse - Clses the actins menu. Actins t perfrm n multiple tasks: Fr cnvenience, certain actins can be perfrmed sequentially n multiple tasks, such as Enable, Disable and Run Nw. Click the checkbx lcated at the very left f each entry yu wish t perfrm the actin n. T select all entries, click the tp-mst Select All checkbx. The ttal number f selected items and available ptins will appear in the title bar. Wrkflws Prcesses Agents Srting & Filtering Tasks T make the Tasks page easier t wrk with, yu may want t display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. The Srt By and Filter By functins can sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want them viewed. The Search By functin can further narrw keywrd searches by indicating precisely which fields t search frm. User Guide page: 72

77 Tasks Click the Settings buttn t access srt, search and filter preferences. They are as fllws: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Created By - Srts the list based n the name f the user wh created the task. Created On - Srts the list based n the task creatin date/time. Ended On - Srts the list based n task cmpletin date/time. Last Duratin - Srts the list based n the length f the latest runtime duratin. Last Result - Srts the list based n the last result utput. Mdified On - Srts the list based n last mdified date/time. Ntes - Srts the list based n the ntes entered. Result Output - Srts the list based n cmpletin result (i.e., Success, Failed). Staging - Srts the list based n staging status (i.e., In Develpment, Testing, Prductin Archive). Started On - Srts the list based n executin start date/time. Task Name - Srts the list based n task name. Task Path - Srts the list based n the path t the repsitry. Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Ntes - Task ntes will be queried fr matching text. Result Output - The task cmpletin result will be queried fr matching text. User Guide page: 73

78 Tasks Task Name - The task name will be queried fr matching text. Task Path - The task repsitry path will be queried fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All recrds will be shwn. Disabled - Only tasks that are currently disabled will be shwn. Enabled - Only tasks that are currently enabled will be shwn. Failed - Only tasks with a Failed result utput will be shwn. Success - Only tasks with a Success result utput will be shwn. Click the Clse buttn t save and clse the settings. Running Tasks Situatins may arise that requires yu t run a task immediately and/r individually, utside the cntext f a wrkflw. In such cases, yu can manually run ne r mre tasks directly frm the Tasks page. Yu can als run individual tasks manually frm the Task Histry page. This applies t disabled tasks as well. See Disabling/Enabling Tasks fr mre details. Running Individual Tasks The Tasks page allws yu t run individual tasks manually. T run a single task: 1. Click the Shw Actins buttn assciated t the task yu wish t run. 2. Select Run Nw frm the actins pp-up menu. 3. Frm the Select Agent windw that appears, select the agent yu wish t run the task n. Running Multiple Tasks Fr cnvenience, the Tasks page allws yu t run multiple tasks sequentially. T run tw r mre tasks: 1. Frm the Tasks page, click the checkbx lcated at the very left f each task yu wish t run. T select all recrds, click the tp-mst Select All checkbx. 2. Click the Run Nw buttn that appears n the title bar. User Guide page: 74

79 Tasks 3. Frm the Select Agent windw that appears, select the agent yu wish t run the tasks n. Running a Task frm the Task Histry Page The Task Histry page allws yu t run a task n the same agent frm where it previusly ran r select a different agent t run the task. T run the task n the same agent frm where it previusly ran: 1. Click the Shw Actins buttn assciated t the task yu wish t run. 2. Select Run n Same Agent frm the actins pp-up menu. T select an agent t run the task: 1. Click the Shw Actins buttn assciated t the task yu wish t run. 2. Select Run Nw frm the actins pp-up menu. 3. Frm the Select Agent windw that appears, select the agent yu wish t run the task n. Wrkflws Prcesses Agents User Guide page: 75

80 Tasks Disabling/Enabling Tasks Certain situatins may arise that requires yu t restrict ne r mre tasks frm running, such as during maintenance perids, hlidays, r t prevent ne task frm interfering with anther. In such cases, yu can prevent tasks frm starting autmatically by disabling them. When a task is disabled, it is bypassed during wrkflw executin. Hwever, it can still be run manually frm the Ops Cnsle's Tasks page by clicking Run Nw (r frm Autmate Enterprise Management Cnsle by clicking Run). See Running Tasks fr mre details. Disabling/Enabling Individual Tasks T disable a single task: 1. Frm the Tasks page, click the Shw Actins buttn assciated t the task yu wish t disable. 2. Select Disable frm the actins pp-up menu. Fr easy detectin, a Disabled icn will appear next t the name f the newly disabled task. T enable a currently disabled task, fllw the same steps abve and select Enable frm the actins pp-up menu. The ptin Disable r Enable alternates based n the current cnditin f the task. Disabling/Enabling Multiple Tasks: Fr cnvenience, multiple tasks can be disabled r enabled sequentially. T disable tw r mre tasks: 1. Frm the Tasks page, click the checkbx lcated at the very left f each task yu wish t disable. T select all recrds, click the tp-mst Select All checkbx. 2. Click the Disable buttn that appears n the title bar. If any f the selected tasks are already disabled, n actin will be applied t thse tasks and they will remain disabled. T enable tw r mre disabled tasks, fllw the same steps abve and click the Enable buttn frm the title bar. Wrkflws Prcesses Agents Task Histry The Task Histry page (als knwn as Recent Activity page) displays histric data gathered frm previus runs f a particular task. It is useful fr tracking significant infrmatin abut each run instance f a task, such as when executin started/ended, hw lng the task ran, and whether it ran successfully r failed. Cmpletin statistics are clr cded fr easy detectin. The Task Histry page als cntains preferences fr managing User Guide page: 76

81 Tasks and mnitring a task, such as the ptin t immediately run the task r shw the wrkflws that currently use the task. The Task Histry page can be accessed frm the Tasks page, Autmate Enterprise Activity page and varius dashbard widgets. T view task histry frm the Tasks page, Click the Shw Actins buttn lcated at the very right f a particular task entry and select Shw Task Histry. T view task histry frm the Autmate Enterprise Activity page, Click the Shw Actins buttn lcated at the very right f a particular task entry frm either the Active Instances r Recent Activity clumn, and select Histry. Things t knw and d: The ttal number f run instances f the task will appear in the title bar. This number may be dependent n any filter applied. Fr mre details, see Srting and Filtering the Task Histry Display. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 77

82 Tasks If recrds span t multiple pages, click the next arrw t g t the next page r the previus arrw t return t the previus page. T jump t a specific page, click the page number drp-dwn buttn and select the desired page. Click the Print buttn t view task histry in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search... dialg t enter all r part f a keywrd assciated t a task instance and view nly thse recrds with keywrds that cntain matching text. Fund recrds may be dependent n any search filter applied. Fr mre details, see Srting and Filtering the Task Histry Display. Actins t Perfrm: Click the Shw Actins buttn lcated at the very right f any entry t display a menu f actins fr mnitring and managing it. User Guide page: 78

83 Tasks Available actins frm the Task Histry page are described belw: Disable/Enable: Disables the task r enables a currently disabled task. Fr mre details, see Disabling/Enabling Tasks. Run n Same Agent: Immediately runs the task n the same agent frm where it previusly ran. Fr mre details, see Running Tasks. Run Nw: Immediately runs the task n the agent specified. Fr mre details, see Running Tasks. Histry: Displays executin histry f the task. Where Used: Shws the wrkflws that use the task. Fr mre details, see Tasks Where Used. Clse - Clses the actins menu. Srting & Filtering Task Histry T make the Task Histry page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. The Srt By and Filter By features can sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want them viewed. The Search By feature can further narrw keywrd searches by indicating precisely which fields t search frm. Click the Settings buttn t access srt, search and filter preferences: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. End Date - Srts the list based n task cmpletin date/time. Name - Srts the list based n task name. Path - Srts the list based n the path t the repsitry. Result Output - Srts the list based n cmpletin result. Start Date - Srts the list based n task start date/time. User Guide page: 79

84 Tasks Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Agent - Assciated agents will be searched fr matching text. Name - The task name will be searched fr matching text. Result Output - The result utput will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All recrds will be shwn. Cnditinal - Only cnditinal executins will be shwn. Failed - Only failed executins will be shwn. Five Minutes t an Hur - Only executins that started between the last five minutes t an hur will be shwn. Less than 5 Minutes - Only executins that started within the last five minutes will be shwn. Manually Run - Only manual executins will be shwn. Nt Scheduled -Only nn-scheduled executins will be shwn. Over an Hur - Only executins that started ver an hur ag will be shwn. Scheduled - Only scheduled executins will be shwn. Success - Only successful executins will be shwn. Triggered - Only executins that were triggered will be shwn. Click the Clse buttn t save and clse the settings. Tasks Where Used The Tasks Where Used page displays all wrkflws that use the specified task. Use this page t quickly determine the status f wrkflws that cntain a particular task. Recrds can be srted by start time and name. The Tasks Where Used page can be accessed frm the Tasks and Autmate Enterprise Activity page as well as the Autmate Enterprise Histry and Active widgets. Simply click the Shw Actins the very right f any wrkflw entry and select Where Used. buttn lcated at User Guide page: 80

85 Tasks Things t knw and d: The ttal number f recrds will appear in the title bar. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span multiple pages, click the next r previus arrw t navigate t the next/previus page. T jump directly t a specific page, click the page number dwn arrw and select the desired page frm the drp-dwn list. T display recrds fr nly certain tasks that belng t a specific flder r sub-flder, click the drpdwn buttn and drill dwn t the desired flder. Click the Print buttn t view the tasks list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Actins t perfrm: Click the Shw Actins buttn lcated n the very right f any wrkflw entry t display ptins fr mnitring and managing it. User Guide page: 81

86 Tasks The fllwing actins are available: Disable/Enable - Disables r enables the task. Fr mre details, see Disabling/Enabling Tasks. Run Nw - Immediately runs the task. Fr mre details, see Running Tasks. Histry Displays executin histry f the task. Fr mre details, see Task Histry. Where Used - Shws the wrkflws that use the task. Clse - Clses the actins menu. Wrkflws Prcesses Agents User Guide page: 82

87 Prcesses Prcesses The Prcesses page displays varius attributes abut the prcess bjects cntained in yur repsitry. It is useful fr viewing imprtant details abut yur prcesses, such as name, repsitry lcatin, creatin date, last mdified date, last run date and result f last run. Yu can srt the list f prcesses based n a specific attribute r apply filters t narrw the list based n certain qualifying criteria. The Prcesses page als cntains preferences fr managing and mnitring yur prcesses, such as the ptin t disable, enable r immediately run ne r mre prcesses. T view the Prcesses page, click Prcesses under the Autmate Enterprise menu. If the menu n the left is hidden, click the Menu buttn in the upper left crner t shw it. Things t knw and d: The ttal number f recrds will appear in the title bar. This number may be dependent n the filter applied. See Srting and Filtering the Prcesses Display fr mre details. User Guide page: 83

88 Prcesses If recrds span t multiple pages, click the next arrw t g t the next page r the previus arrw t return t the previus page. T jump t a specific page, click the page number drp-dwn buttn and select the desired page. T display recrds fr nly certain prcesses that belng t a specific flder r sub-flder, click the Drp-dwn buttn and drill dwn t the desired flder. Click the Refresh buttn t refresh the infrmatin in the display. Click the Print buttn t view the prcesses list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search dialg t enter all r part f a key wrd assciated t a prcess and view nly thse recrds with key wrds that cntain matching text. Fund recrds may be dependent n the search filter applied. See Srting and Filtering the Prcesses Display fr mre details. Actins t perfrm n individual prcesses: Click the Shw Actins buttn lcated at the very right f any prcess entry t display varius ptins fr mnitring and managing it. User Guide page: 84

89 Prcesses The fllwing actins will appear: Disable/Enable - Disables r enables the prcess. Fr mre details, see Disabling/Enabling Prcesses. Run Nw - Immediately runs the prcess. Fr mre details, see Running Prcesses. Histry - Displays executin histry f the prcess. Fr mre details, see Prcess Histry. Where Used - Displays the wrkflws that use the prcess. Fr mre details, see Prcesses Where Used. Clse - Clses the actins list pp-up windw. Actins t perfrm n multiple prcesses: Fr cnvenience, certain actins can be perfrmed sequentially n tw r mre prcesses, such as Enable, Disable and Run Nw. Click the checkbx lcated at the very left f each prcess entry yu wish t perfrm the actin n. T select all entries, click the tp-mst Select All checkbx. The ttal number f selected items and available ptins will appear in the title bar. Srting and Filtering Prcesses Tasks Wrkflws Agents Srting & Filtering Prcesses T make the Prcesses page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. The Srt By and Filter By features can sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want them viewed. The Search By feature can further narrw keywrd searches by indicating precisely which fields t search frm. User Guide page: 85

90 Prcesses Click the Settings buttn t access available srt, search and filter preferences: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Created By - Srts the list based n the user wh crated the prcess. Created On - Srts the list based n the prcess creatin date/time. Ended On - Srts the list based n prcess cmpletin date/time. Last Duratin - Srts the list based n the length f the latest prcess runtime duratin. Last Result - Srts the list based n the last result utput. Mdified On - Srts the list based n last mdified date/time f the prcess. Ntes - Srts the list based n the ntes. Prcess Name - Srts the list based n prcess name. Prcess Path - Srts the list based n the path t the repsitry. Result Output - Srts the list based n result utput. Staging - Srts the list based n staging status. Started On - Srts the list based n prcess start date/time. Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Ntes - Ntes will be searched fr matching text. Prcess Name - The prcess name will be searched fr matching text. User Guide page: 86

91 Prcesses Prcess Path - The repsitry path will be searched fr matching text. Result Output - The result utput will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All recrds will be shwn. Disabled - Only disabled prcesses will be shwn. Enabled - Only enabled prcesses will be shwn. Failed - Only failed prcess executins will be shwn. Success - Only successful prcess executins will be shwn. Click the Clse buttn t save and clse the settings. Running Prcesses Situatins may arise that requires yu t run a prcess immediately and/r individually, utside the cntext f a wrkflw. In such cases, yu can manually run ne r mre prcesses directly frm the Prcesses page. This applies t disabled prcesses as well. See Disabling/Enabling Prcesses fr mre details. Running Individual Prcesses T run a single prcesses: 1. Frm the Prcesses page, Click the Shw Actins buttn assciated t the prcess yu wish t run. 2. Select Run Nw frm the actins pp-up menu. Running Multiple Prcesses Fr cnvenience, yu can run multiple prcesses sequentially. T run tw r mre prcesses: 1. Frm the Prcesses page, click the checkbx lcated at the very left f each prcess yu wish t run. T select all recrds, click the tp-mst Select All checkbx. 2. Click the Run Nw buttn that appears n the title bar. Wrkflws Prcesses Agents Disabling/Enabling Prcesses Situatins may arise that requires Autmate Enterprise prcesses t be disabled, such as during maintenance perids, hlidays, r t prevent ne prcess frm interfering with anther. In such cases, yu can prevent ne r mre prcesses frm starting by disabling them. User Guide page: 87

92 Prcesses When a prcess is disabled, it is bypassed during wrkflw executin. Hwever, it can still be run manually frm the Prcesses page by clicking the Shw Actins buttn and selecting Run Nw (r frm Autmate Enterprise Management Cnsle by clicking the Run buttn). See Running Prcesses fr mre details. Disabling/Enabling Individual Prcesses T disable a single prcess: 1. Frm the Prcesses page, click the Shw Actins buttn assciated t the prcess yu wish t disable. 2. Select Disable frm the actins pp-up menu. Fr easy detectin, a Disabled icn is placed next t the name f the newly disabled prcess. T enable a disabled prcess, fllw the same steps abve and select Enable. The ptin Disable r Enable alternates based n the current cnditin f the prcess. Disabling/Enabling Multiple Prcesses Fr cnvenience, multiple prcesses can be disabled r enabled sequentially. T disable tw r mre prcesses: 1. Frm the Prcesses page, click the checkbx lcated at the very left f each prcesses yu wish t disable. T select all recrds, click the tp-mst Select All checkbx. 2. Click the Disable buttn that appears n the title bar. If any f the selected prcesses are already disabled, n actin will be applied t thse prcesses and they will remain disabled. T enable tw r mre disabled prcesses, fllw the same steps abve and click the Enable buttn frm the title bar. Wrkflws Prcesses Agents Prcess Histry The Prcess Histry page (als knwn as Prcess Recent Activity page) displays executin histry fr a specific prcess. It is useful fr gathering infrmatin abut each runtime instance f a particular prcess, including when executin started/ended, hw lng the prcess ran, and whether it ran successfully r failed. The Prcess Histry page als cntains preferences fr managing and mnitring a specific prcess, such as the ptin t immediately run the prcess r shw the wrkflws where the prcess is used. User Guide page: 88

93 Prcesses The Prcess Histry page can be accessed frm the Prcesses page r Autmate Enterprise Activity page: T view prcess histry frm the Prcesses page, click the Shw Actins buttn lcated at the very right f a particular prcess entry and select Histry. T view prcess histry frm the Autmate Enterprise Activity page, click the Shw Actins buttn lcated at the very right f a particular prcess entry frm either the Active Instances r Recent Activity clumn, and select Histry. Things t knw and d: The ttal number f runtime instances f a prcess will appear in the title bar. This number may be dependent n the filter applied. See Srting and Filtering Prcess Histry fr mre details. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 89

94 Prcesses If recrds span multiple pages, click the next arrw t g t the next page r the previus arrw t return t the previus page. T jump t a specific page, click the page number drp-dwn buttn and select the desired page. Click the Print buttn t view prcess histry in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search dialg t enter all r part f a keywrd assciated t a prcess instance and view nly thse recrds with keywrds that cntain matching text. Fund recrds may be dependent n the search filter applied. See Srting and Filtering Prcess Histry fr mre details. Actins t perfrm: Click the Shw Actins buttn lcated n the very right f any prcess entry t display ptins fr mnitring and managing it. User Guide page: 90

95 Prcesses Available actins fund in the Prcess Histry page are described belw: Disable/Enable: Disables the prcess r enables a currently disabled prcess. Fr mre details, see Disabling/Enabling Prcesses. Run n Same Agent: Immediately runs the prcess n the same agent frm where it previusly ran. Fr mre details, see Running Prcesses. Run Nw: Immediately runs the prcess n the agent specified. Fr mre details, see Running Prcesses. Histry: Displays executin histry f the prcess. Where Used: Shws the wrkflws that use the prcess. Fr mre details, see Prcesses Where Used. Clse - Clses the actins menu. Wrkflws Tasks Agents Srting & Filtering Prcess Histry T make the Prcess Histry page easier t wrk with, yu can display the list f recrds in a particular rder and view nly thse recrds that meet a specific criteria r match a specific keywrd. The Srt By and Filter By features can sift thrugh yur data and display nly the recrds yu require, arranged in the rder yu want them viewed. The Search By feature can further narrw keywrd searches by indicating precisely which fields t search frm. Click the Settings buttn t access srt, search and filter preferences: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: Duratin - Srts the list based n runtime duratin. End Date - Srts the list based n task cmpletin date/time. User Guide page: 91

96 Prcesses Name - Srts the list based n task name. Path - Srts the list based n the path t the repsitry. Result Output - Srts the list based n cmpletin result. Start Date - Srts the list based n task start date/time. Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Agent - Assciated agents will be searched fr matching text. Name - The task name will be searched fr matching text. Result Output - The result utput will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All recrds will be shwn. Cnditinal - Only cnditinal executins will be shwn. Failed - Only failed executins will be shwn. Five Minutes t an Hur - Only executins that started between the last five minutes t an hur will be shwn. Less than 5 Minutes - Only executins that started within the last five minutes will be shwn. Manually Run - Only manual executins will be shwn. Nt Scheduled - Only nn-scheduled executins will be shwn. Over an Hur - Only executins that started ver an hur ag will be shwn. Scheduled - Only scheduled executins will be shwn. Success - Only successful executins will be shwn. Triggered - Only triggered executins will be shwn. Click the Clse buttn t save and clse the settings. Prcesses Where Used The Prcesses Where Used page displays all wrkflws that use the specified prcess. Use this page t quickly determine the status f wrkflws that cntain a particular prcess. Recrds can be srted by start time and wrkflw name. The Prcesses Where Used page can be accessed frm the Prcesses page by clicking the Shw Actins buttn lcated at the very right f any prcess entry and selecting Where Used. Things t knw and d: The ttal number f recrds will appear in the title bar. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 92

97 Prcesses If recrds span t multiple pages, click the next arrw t g t the next page r the previus arrw t return t the previus page. T jump t a specific page, click the page number drp-dwn buttn and select the desired page. T display recrds fr nly certain prcesses that belng t a specific flder r sub-flder, click the drp-dwn buttn and drill dwn t the desired flder. Click the Print buttn t view the tasks list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Agents Tasks Wrkflws User Guide page: 93

98 Agents Agents The Agents page displays imprtant infrmatin abut task and prcess agents, such as agent name, repsitry lcatin, creatin date, ttal number f cnditins mnitred by the agent, and ttal number f tasks/prcesses currently running n the agent. It als cntains preferences fr managing and mnitring agents, such as the ability t immediately disable r enable an agent r display the list f cnditins being mnitred by an agent. T view the Agents page, click Agents under the Autmate Enterprise menu. If the menu n the left is hidden, click the Menu buttn in the upper left crner t shw it. Things t knw and d: The ttal number f agents will appear in the title bar. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 94

99 Agents If recrds span multiple pages, click the next arrw t g t the next page r the previus arrw t return t the previus page. T jump t a specific page, click the page number drp-dwn buttn and select the desired page. By default, all task and prcess agents are displayed. T display a specific type f agent, click the drpdwn buttn and select the flder that matches the type f agent yu want t display. Click the Print buttn t view the agents list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Use the Search dialg t enter all r part f a key wrd assciated t an agent and view nly thse recrds with key wrds that cntain matching text. Fund recrds may be dependent n the search filter applied. See Srting and Filtering Agents fr mre details. Actins t perfrm n agents: Click the Shw Actins buttn lcated at the very right f any agent entry t display a menu f actins fr mnitring and managing it. User Guide page: 95

100 Agents Individual agent actins are described belw: Disable/Enable: Disables an agent r enables a currently disabled agent. Fr mre details, see Disabling/Enabling Agents. Shw Cnditins: Displays the cnditins that are mnitred by the agent. Fr mre details, see Agent Cnditins. Shw Agent Activity: Displays active instances running n the agent. Fr mre details, see Agent Activity. Clse: Clses the Actins list pp-up windw. Tasks Prcesses Wrkflws Dashbards Srting & Filtering Agents The Agents page ffers a Srt By feature that lets yu indicate hw the list f agents shuld be displayed based n a specific criteria. It als prvides a Search By functin that allws yu t chse which fields t lk fr matching text when perfrming a keywrd search. Click the Settings buttn t access srt and search preferences. They are as fllws: Srt By: Srts the list f recrds in ascending r descending rder based n the fllwing criteria: User Guide page: 96

101 Agents Agent Name - Srts the list based n the agent name. CPU % - Srts the list based n CPU percentage being used. Created By - Srts the list based n the user wh crated the agent. Created On - Srts the list based n the agent creatin date/time. Handles - Srts the list based n the handle cunt being used. Mdified On - Srts the list based n agent last mdified date/time. Mnitred Cnditins - Srts the list based n the number f mnitred cnditins. Private Memry - Srts the list based n the private memry size being used. Threads - Srts the list based n the number f threads being used. Search By: Specifies which field(s) t search fr matching text when entering a keywrd in the Search dialg. The available ptins are: Search All Fields - All available fields will be searched fr matching text. Agent Name - The name f the agent will be searched fr matching text. Ntes - Any agent ntes entered will be searched fr matching text. Filter By: Narrws the list f recrds t display based n the fllwing criteria: All - All recrds will be displayed. Disabled - Only disabled agents will be displayed. Enabled - Only enabled agents will be displayed. Prcess - Only prcess agents will be displayed. Task - Only task agents will be displayed. Click the Clse buttn t save and clse the settings. Agents Tasks Prcesses Wrkflws Agent Activity The Agent Activity page prvides a visual reference f active task r prcess instances that are currently running n a specific task r prcess agent. It can be used t track active instances t determine whether they are running as expected n the specified agent. The Agent Activity page can be accessed frm the Agents page. Click the Shw Actins the very right f an agent entry and select Shw Agent Activity. buttn lcated at User Guide page: 97

102 Agents Things t knw and d: The agent name and and ttal number f active instances appear in the title bar. Click the Refresh buttn t refresh the infrmatin in the display. If recrds span t multiple pages, click the page number drp-dwn buttn t jump t a specific page. Or, click the next r previus arrw t navigate t the next/previus page. Click the Print buttn t view the active instances in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. User Guide page: 98

103 Agents Actins t perfrm: Click the Shw Actins buttn lcated at the very right f an active instance t display actins fr mnitring and managing it. Actins may vary depending n the type f bject. They are described belw: Stp - Immediately stps executin f the active task (des nt pertain t prcesses). Pause/Resume frm Pause - Suspends executin f the active task r resumes a paused task (des nt pertain t prcesses). Either the Pause r Resume frm Pause ptin is displayed based n the current state f the specified task. Histry - Displays executin histry f the active bject. Where Used - Displays all wrkflws that use the active bject. Clse - Clses the actins list pp-up windw. Srting Agent Activity: There are settings cntained in the Agent Activity page that allws yu t indicate hw the list f recrds shuld be srted. Click the Settings buttn t access srt preferences. Then, select a criteria under Srt By with which t srt the list and chse whether rws are srted in ascending r descending rder. Srt ptins are as fllws: Duratin - Srts the list based n runtime duratin. Last Change Date - Srts the list based n date/time f last status change. User Guide page: 99

104 Agents Name - Srts the list based n bject name. Path - Srts the list based n repsitry path. Start Date - Srts the list based n executin start date/time. Agents Tasks Prcesses Wrkflws Agent Cnditins The Agent Cnditins page displays infrmatin abut the cnditins that are currently being mnitred by a specific task agent. Use this page t retrieve imprtant data abut each cnditin, such as cnditin name, type, repsitry lcatin, staging status, creatin date, last mdified date, and mre. The Agent Cnditins page can be accessed frm the Agents page. Click the Shw Actins at the very right f any task agent entry and select Shw Cnditins. buttn lcated Things t knw and d: The agent name and ttal number f mnitred cnditins appear in the title bar. Click the Refresh buttn t refresh the infrmatin in the display. User Guide page: 100

105 Agents If recrds span multiple pages, click the next arrw t g t the next page r the previus arrw t return t the previus page. T jump t a specific page, click the page number drp-dwn buttn and select the desired page. Click the Print buttn t view the list in HTML frmat. Yu can then select all the recrds (Ctrl+A) and cpy it (Ctrl+C) t paste it int a spreadsheet. Nte: Yu may have t disable pp-up blckers in yur brwser t view the list. Srting Agent Cnditins: There are settings cntained in the Agent Cnditins page that allws yu t indicate hw the list f recrds shuld be srted. Click the Settings buttn t access srt preferences. Then, select a criteria under Srt By with which t srt the list and chse whether rws are srted in ascending r descending rder. Srt ptins are as fllws: User Guide page: 101