JAMS 7.X Getting Started Guide

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1 Table of Contents JAMS Overview 2 Working with Servers 3-4 The JAMS Client Interface 5 Customizing the JAMS Client 6-8 JAMS Scheduler Overview 9 Defining Folders and Jobs MVP Systems Software, Inc. All Rights Reserved.

2 JAMS Overview What is JAMS? The Job Access and Management System (JAMS) is designed to automate and enhance your organization s batch processing capabilities across multiple platforms. Windows, UNIX, Linux, System i, and more can be easily tied together using the JAMS enterprise scheduling engine. Whether your organization s servers are virtualized or physical, uniform or diverse, JAMS provides secure control mechanisms that can enable you to submit batch processing jobs or alternatively create schedules for automatic execution. JAMS is highly customizable and ready to provide benefits right out of the box. In addition, JAMS is scalable, allowing you to grow your business without worry that future upgrades will negate existing work or settings. Once properly configured, JAMS will enhance and simplify the most complex batch scheduling processes, providing your organization with increased system reliability and reduced cost of operation. JAMS Components JAMS integrates three components that work together to create a unique and powerful management system. 1. JAMS Client: provides the main user controls for JAMS, available in a either a Windows-based or Webbased GUI. 2. JAMS Scheduler: schedules all Jobs, Scripts, or Tasks that run on your organization s servers. It is also monitors the status of all Jobs and communicates this information to the JAMS Client. 3. JAMS Server: the application service that facilitates communication between the JAMS Clients and the JAMS Scheduler MVP Systems Software, Inc. All Rights Reserved.

3 Working with Servers Every JAMS client must connect to at least one server. If the JAMS Server Service is installed on the same machine as the client, a server definition is automatically added that points to the local server. Adding, removing, and editing JAMS Servers can be controlled from the Settings icon in the top right corner of the JAMS Client interface. Adding a Server 1. Click the Settings icon in the top right corner and select the Servers command. 2. Click the Add button to open the JAMS Server definition dialog. 3. In the Server Name property, Define the name of the server as it will appear in JAMS. 4. Define the Node Name as the actual Windows Server name of the JAMS Server. 5. If required, modify the Port property. 6. Set whether JAMS should Prompt for Authorization when connecting to the Server 7. Define a Username and Password to connect to the JAMS Server MVP Systems Software, Inc. All Rights Reserved.

4 8. Click the OK button. Modifying the Server Properties 1. Click the Settings icon in the top right corner and select the Servers command. 2. Select the specific server from the list and click the Edit button. 3. Modify the properties as shown in the screenshot above. 4. Click the OK button. Removing a Server 1. Click the Settings icon in the top right corner and select the Servers command. 2. Select the server from the list and click the Delete button 3. Confirm the settings and click OK. Setting a Default Server 1. Click the Settings icon in the top right corner and select the Servers command. 2. Select the specific server from the list and click the Set Default button MVP Systems Software, Inc. All Rights Reserved.

5 The JAMS Client Interface The JAMS Client is the primary user component in the JAMS system. Available as either a Windows or Web Application, the JAMS Client enables users to interact with the JAMS Scheduler and JAMS Database. The JAMS Client has a sleek interface comprised of the configurable Shortcuts Menu (outlined in orange), a context-sensitive Control Bar (outlined in red), an informational bar (outlined in yellow), and a large central View area MVP Systems Software, Inc. All Rights Reserved.

6 Customizing the JAMS Client The JAMS Client, configured by JAMS Administrators, provides users with column choosers and shortcuts to streamline their work in JAMS. Customizing Shortcuts Adding a Shortcut from the Menu 1. With the JAMS Client open, click More to open the full list of accessbile Menu items. 2. Find the Menu item that should be added as a shortcut and click the Shortcut star. 3. The Added Shortcut will appear at the bottom of the Shortcuts List. Moving a Shortcut Up or Down 1. Click and Drag a shortcut within the Shortcuts Menu to rearrange the Shortcuts. Removing a Shortcut from the Menu 1. With the JAMS Client open, click More to open the full list of accessbile Menu items. 2. Find the Menu item that should be removed as a shortcut and click the Shortcut star MVP Systems Software, Inc. All Rights Reserved.

7 3. The Shortcut will be removed. Customizing Views using the Column Chooser The Column Chooser tool allows you to add, remove, and reposition columns in the Monitor, History, and Definitions Views. To activate this tool, follow the steps below: 1. Right click on any column header within a View to open its context menu. 2. Select the Column Chooser command to view all the column titles available in the Customization window. 3. To add a column to the current View, drag and drop a column title to the left or right of an existing column MVP Systems Software, Inc. All Rights Reserved.

8 Note: Double-clicking a column title appends the new column to the rightmost position within the current View. 4. To remove an existing column, just drag and drop its header out of position until an "X" appears and then release the mouse. 5. To reposition any column, drag and drop the column header into the desired position within the current view MVP Systems Software, Inc. All Rights Reserved.

9 JAMS Scheduler Overview The Scheduler is the JAMS Component that schedules and monitors the status for all Jobs. A JAMS Scheduler can run on any number of computer systems on your network and can be configured in a centralized or decentralized manner. For example, a single JAMS Scheduler can execute tasks on many systems utilizing the power of JAMS Agents. Alternatively, to distribute the management of tasks and eliminate single points of failure, you can choose to run multiple JAMS Schedulers each residing on a different machine. Dependencies can be defined between multiple instances of JAMS Schedulers to provide enterprise-wide control MVP Systems Software, Inc. All Rights Reserved.

10 Defining Folders and Jobs Folders and Jobs, available from the Definitions shortcut, are basic objects used to organize and define batch processing in your environment. Folder Definition A Folder contains a logical grouping of Jobs. Folders can be organized by department (e.g., Accounting, IS, Sales) by function (e.g., EDI, Web, Security, Audit) or any other way that is meaningful to your organization. 1. To create a new Folder, Right-Click the desired parent folder in the Folder Navigator and choose the Add Folder command from the popup menu MVP Systems Software, Inc. All Rights Reserved.

11 2. This action opens the Add a New Folder dialog. Give the new Folder a Name, then click OK to create the Folder. NOTE: To quickly open the full Folder Definition dialog, check Edit the new Folder's properties after adding before clicking OK. 3. Right-click on any existing folder and select Properties from the drop-down list to open the full Folder Definition dialog. In this full definition dialog, users may define a number of Properties, Elements, Parameters, and Security controls on the Folder. 4. Save and Close the Folder Definition dialog. Job Definition A Job is a task, script (known as a command procedure), command, sequence, or Workflow. A JAMS Job includes a number of Soft Properties and Elements that modify how and when a Job should run, as well as actions that MVP Systems Software, Inc. All Rights Reserved.

12 should be taken when the Job finishes. NOTE: If your organization uses command procedures for batch processing you can continue to deploy them using JAMS. 1. To create a new Job, open the Definitions view from the Shortcut bar, then select the Job Definitions tab. 2. Click the Add button in the Control Bar to open the Add a New JAMS Job Definition dialog. 3. In the dialog, select the Folder where the Job should be created. 4. Define a Name for the new Job. 5. If desired, give the Job a Description. 6. Select an Execution Method for the Job from the drop-down list. 7. By default, the full Job Definition dialog will open when the Job is initially saved. Click OK. 8. The Job Definition dialog will open. 9. Define the Job's Source, Elements, Parameters, Security, Properties, and Documentation as desired MVP Systems Software, Inc. All Rights Reserved.

13 10. When the Job has been configured as desired, click Save and Close. NOTE: A Job in JAMS must have an Execute As user in order to run. To set an Execute As user, add and define the Execute As property to the relevant Job or Folder MVP Systems Software, Inc. All Rights Reserved.

JAMS 7.X Getting Started Guide

JAMS 7.X Getting Started Guide Table of Contents JAMS Overview 2 Working with Servers 3-4 The JAMS Client Interface 5 JAMS Scheduler Overview 6 Defining Folders and Jobs 7-10 1 2018 MVP Systems Software, Inc. All Rights Reserved. JAMS

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