Configuring the CA Workload Automation Desktop Client R11.1. David A. Leigh Principal Consultant - Automation

Transcription

1 Configuring the CA Workload Automation Desktop Client R11.1 David A. Leigh Principal Consultant - Automation

2 Terms of This Presentation This presentation was based on current information and resource allocations as of October 2009 and is subject to change or withdrawal by CA at any time without notice. Notwithstanding anything in this presentation to the contrary, this presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future written license agreement or services agreement relating to any CA software product; or (ii) amend any product documentation or specifications for any CA software product. The development, release and timing of any features or functionality described in this presentation remain at CA s sole discretion. Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in this presentation, CA will make such release available (i) for sale to new licensees of such product; and (ii) to existing licensees of such product on a when and if-available basis as part of CA maintenance and support, and in the form of a regularly scheduled major product release. Such releases may be made available to current licensees of such product who are current subscribers to CA maintenance and support on a when and if-available basis. In the event of a conflict between the terms of this paragraph and any other information contained in this presentation, the terms of this paragraph shall govern. 2

3 For Informational Purposes Only Certain information in this presentation may outline CA s general product direction. All information in this presentation is for your informational purposes only and may not be incorporated into any contract. CA assumes no responsibility for the accuracy or completeness of the information. To the extent permitted by applicable law, CA provides this document as is without warranty of any kind, including without limitation, any implied warranties or merchantability, fitness for a particular purpose, or non-infringement. In no event will CA be liable for any loss or damage, direct or indirect, from the use of this document, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised of the possibility of such damages. 3 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

4 Agenda > Session Overview > Desktop Client Customization > Monitoring Customization > Security Model Overview > Desktop Client Reporting - BIRT 4 August 12, 2009 Configuring the CA Workload Automation Desktop Client R11.1 Copyright 2009 CA

5 Session Overview > Customization is Key! The CA WA Desktop Client, the management application for CA WA DE, can be heavily customized for individual users and user groups. In addition, advances in the reporting capabilities in CA WA DE offers much deeper and more meaningful information about what has occurred in the environment. This session will cover the new reporting capabilities, customization of views and management of security. 5 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

6 CA Workload Automation Desktop Client > Overview The CA Workload Automation Desktop Client is a graphical interface for defining, monitoring, reporting on, and controlling enterprise workload. The interface lets you quickly drag-and-drop your way through workload definitions, manage calendars, and monitor and control batch workload, regardless of the operating system. The CA Workload Automation Desktop Client also includes the administrator's tools for setting up security, configuring CA Workload Automation server parameters and agent parameters, monitoring messages sent from the server, and diagnosing problems with the CA Workload Automation solution. A CA Workload Automation system can have many Desktop Clients deployed. 6 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

7 Local Customization > The CA Workload Automation Desktop Client has included in it a series of functions that allow you to customize specific preferences for your desktop client and create custom views for monitoring schedule data. All of these customizations are local to the Desktop Client installation and are not segregated to the specific user that is accessing the Desktop Client. 7 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

8 Desktop Client Interface GUI 8 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

9 Preferences > All local viewing and editing defaults are contained in the Preferences sub-menu after selecting the Window menu off of the main menu on the desktop client. 9 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

10 Preferences > There are 2 sets of preferences that you can use to customize the users desktop. > Workbench preferences configure settings for the eclipse workbench. > Desktop Client preferences configure settings that effect Desktop Client functions. 10 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

11 Desktop Client Preferences > The Desktop Client Preferences change the operation of the Define Perspective, Monitor Perspective, & Services Perspective > You can also change the operation of the SNMP Message Viewer and how Server Responses are presented to the user. 11 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

12 Desktop Client Preferences > Number of most recent typed items to save effects the ability of the Desktop Client to have combo-boxes controls within UI keep a history of the most recent typed items (by default 10). > For example, the Agent field in job definition is one of those fields. 12 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

13 Desktop Client Preferences > The Show flyover help preference turns flyover help on and off. > If checked, flyover help is on. > If unchecked, flyover help is off. 13 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

14 Desktop Client Preferences > The Don t show Welcome page at startup preference stops the initial Welcome screen from being displayed. > If checked, the Welcome screen will not be shown. > If unchecked, the Welcome screen will be shown. 14 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

15 Desktop Client Preferences > The Don t show connect to server dialog at startup preference stops the initial server login dialog from being displayed. > If checked, the connect to server dialog will not be shown. > If unchecked, the connect to server dialog will be shown. 15 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

16 Desktop Client Preferences > The Show connection name in view title preference allows the connection name of the server you logged into to be displayed. > If checked, the connection name will be shown for all appropriate perspectives. > If unchecked, the connection name will not be shown. 16 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

17 Desktop Client Preferences > The Show text for main toolbar buttons preference allows the text tags next to the toolbar buttons to be displayed. > If checked, the text tags will be shown for all appropriate perspectives. > If unchecked, the text tags will not be shown. 17 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

18 Desktop Client Preferences > The Show background for main navigator views preference allows the light blue background color to be displayed. > If checked, the background will be shown for all appropriate perspectives. > If unchecked, the background will not be shown. 18 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

19 Define Perspective Preferences > The Autosave Applications preferences allows you to set up the ability to have the desktop client save any applications you are working on in the Define Perspective to be automatically save to your desktop at a specific interval. > You can enable/disable this function using the check box > You can designate a save interval in minutes if enabled > You can direct the desktop client to save the applications to a local directory. > If you use this function it does NOT upload a copy of the applications to the CA Workload Automation Server 19 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

20 Define Perspective Preferences > The Application defaults panel of the Define Perspective Preferences sets up editing/creation defaults for application properties. > If you check any of the boxes shown they will be checked for every application that would be created by this Desktop Client > You can also assign a JavaScript to execute at run time. This will appear in the JavaScript menu of the Application properties dialog for every application created. 20 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

21 Define Perspective Preferences > The Encore Statements panel of the Define Perspective Preferences sets up editing/creation defaults for the Encore Statements menu in the application properties. > If you check any of the boxes shown they will be checked for every application that would be created by this Desktop Client > These are only used if you have the CA Workload Automation System Agent for z/os and CA ESP Encore installed on z/os 21 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

22 Define Perspective Preferences > The Notifications panel of the Define Perspective Preferences sets up editing/creation defaults for the Notifications menu in the application properties. > If you create any notifications in this dialog they will be added to the Notifications menu for every application that would be created by this Desktop Client 22 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

23 Define Perspective Preferences > The Event Types panel of the Define Perspective Preferences allows you to select/deselect event types to be shown in the Event Types explorer menu shown in the Define Perspective. > If you check the check box the Event Type will be shown and can be used for event creation. > If you uncheck the check box the Event Type will not be shown in the explorer menu. 23 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

24 Define Perspective Preferences > The Micro Focus FTP Connection panel of the Define Perspective Preferences allows you to create default FTP connections so you can edit the Micro Focus job's JCL before submitting the job in the Define Perspective. > This dialog allows you to set up multiple FTP connections via the CA ESP Workload Automation System Agent to facilitate the gathering of the JCL code for editing in the Define Perspective. > To edit JCL, the CA Workload Automation System Agent must be set up as an FTP Server. This is usually done by the agent administrator of the server where Micro Focus is installed. > This only used in conjunction with the CA Workload Automation Agent for Micro Focus Enterprise Server 24 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

25 Define Perspective Preferences > The SAP GUI Parameters panel of the Define Perspective Preferences allows you to create default login information, default system information, & path to access the SAP GUI and associated functions via the Define Perspective and Desktop Client. > You define a default SAP User ID and password to by used by this Desktop Client to login to the SAP GUI with. > You define the default RFC Connection, SAP Client Number, and Language to by used by this Desktop Client to login to the SAP GUI with. > You define the file system path the Desktop Client is to follow on the machine that the Desktop Client is installed on to access the SAP GUI. 25 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

26 Define Perspective Preferences > The Toolbar Buttons panel of the Define Perspective Preferences allows you to select/deselect toolbar functions available in the bottom toolbar of the Define Perspective. > If you check the checkbox next to the toolbar button, the button will be displayed. > If you uncheck the checkbox next to the toolbar button, the button will not be displayed. 26 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

27 Define Perspective Preferences > The Workload Objects panel of the Define Perspective Preferences allows you to select/deselect Workload Objects available in the explorer view of the Define Perspective. > If you check the checkbox next to the Workload Object, the object will be displayed. > If you uncheck the checkbox next to the Workload Object, the object will not be displayed. > You can also set that all job names and job qualifiers should be set in upper case for all objects created by this Desktop Client. 27 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

28 Monitor Perspective Preferences > The Monitor Perspective Preferences control the look, feel, and operation of the Monitor Perspective of this Desktop Client. > The first panel allows you to select/deselect if the user should see server responses, have the Custom View line count presented to the user in each custom view, enable the Auto Trouble Locate function of the Monitor Perspective, and to set a default for the number of lines presented per page in a Custom View 28 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

29 Monitor Perspective Preferences > The Application Graphical Display panel of the Monitor Perspective Preferences controls the display of the job name types in the Monitor Perspective of this Desktop Client. > If you check the Display Job Name checkbox then the job name from the job definition will be displayed. > If you check the Display Long Name checkbox then the Long Name field from the job definition will be displayed. > If you uncheck either of these checkboxes, the corresponding information will not be shown in the Monitor Perspective. 29 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

30 Monitor Perspective Preferences > The Application States and Colors panel of the Monitor Perspective Preferences controls the display of the banding color of objects displayed in the Monitor Perspective of this Desktop Client. > You can select any color in the Windows palette to assign to the Application State statuses shown in the Application Monitor of the Monitor Perspective. 30 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

31 Monitor Perspective Preferences > The Automatic Hide panel of the Monitor Perspective Preferences controls the removal of applications that are in a completed state as displayed in the Monitor Perspective of this Desktop Client. > You can select to hide completed applications by an interval in minutes, by a specific time every day, or both. > You check the checkbox and fill in the information in the field to set these behaviors in this Desktop Client. 31 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

32 Monitor Perspective Preferences > The Automatic Subscription panel of the Monitor Perspective Preferences controls which subscriptions will be automatically processed when accessing Monitor Perspective of this Desktop Client. > You can define multiple subscriptions and set them to be automatically subscribed. > You can do this here and in the Monitor Perspective as well. 32 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

33 Monitor Perspective Preferences > The State Colors panel of the Monitor Perspective Preferences controls the colors assigned to individual job states that would be displayed in the Custom Views of the Monitor Perspective of this Desktop Client. > You can select any color in the Windows palette to assign to the Job State statuses shown in the Custom Views of the Monitor Perspective. 33 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

34 Monitor Perspective Preferences > The State Priority panel of the Monitor Perspective Preferences controls the numeric priority of job states that would be displayed in the Custom Views of the Monitor Perspective of this Desktop Client. > The highest value is 0 and the lowest is 255. > The Desktop Client uses this table to decide what the highest severity of a Job is for display purposes in the Application Monitor of the Monitor Perspective of this Desktop Client. 34 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

35 Monitor Perspective Preferences > The Toolbar Buttons panel of the Monitor Perspective Preferences allows you to select/deselect toolbar functions available in the bottom toolbar of the Application Monitor in the Monitor Perspective. > If you check the checkbox next to the toolbar button, the button will be displayed. > If you uncheck the checkbox next to the toolbar button, the button will not be displayed. 35 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

36 Server Response Preferences > The Server Response Preferences allows you to control how server responses are handled in this Desktop Client. 36 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

37 Server Response Preferences > The Show progress monitor panel of the Server Response Preferences allows you to control if responses will be processes with or without dialog boxes > If you select As modal dialog only, the dialog boxes will be displayed. > If you select with Run in Background option, dialog boxes will not be displayed. 37 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

38 Server Response Preferences > The Show informational and warning message in a pop up box monitor panel of the Server Response Preferences allows you to control if informational and warning messages will be shown with or without pop-up boxes. 38 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

39 Server Response Preferences > The Show error messages in a panel of the Server Response Preferences allows you to control if error messages will be shown in a pop-up window or a actual dialog box. 39 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

40 Server Response Preferences > The Show the pop-up window relative to panel of the Server Response Preferences allows you to control how pop-up windows will be shown. > You can set them up to show up only when the Main Application is not minimized or you can have them show up even if the Desktop Client is minimized. 40 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

41 Services Perspective Preferences > The Services Perspective Preferences allows you to control defaults for event creation, report line warning thresholds, and to set default viewing of the Job Details log when simulating. > The Event panel of the Services Perspective Preferences controls defaults for event creation. > You can set a default prefix, default calendar references, defaults for add vs. replace for event triggering, & defaults for placing and application on hold when an event is triggered. 41 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

42 Services Perspective Preferences > The Report panel of the Services Perspective Preferences controls the warning threshold for number of records Processed by a report. > You can set this threshold to any number you wish. > If you update this and you already have a report either being viewed or in the process of creation, changing this will not affect those reports. 42 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

43 Services Perspective Preferences > The Simulate panel of the Services Perspective Preferences controls the default for viewing of the Job Details log in a simulation. > If you check the checkbox, every time you do a simulation with this Desktop Client, you will always see the Job Details log as part of the simulation view. > If you uncheck the checkbox, you will have to manually select to view the Job Details log in a simulation. 43 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

44 SNMP Messages Viewer Preferences > The SNMP Message Viewer Preferences controls the defaults for auto archiving of messages monitored in the SNMP Viewer. > You can enable/disable this function by clicking in the checkbox next to Enable. > You can set the maximum number of messages to show in the SNMP Viewer. 44 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

45 Security Customizations > CA Workload Automation DE server security is maintained through a set of security profiles. A security profile can represent a user or a group (a collection of users). > The CA Workload Automation DE security model is a product only based model in R11.1. > Security profiles have permissions associated with them. For example, they determine access levels to Applications and Topology information. > You can assign permissions to a user id, a group, or both. > You can use groups to define the same set of permissions for different users. After you assign permissions to a group, you can associate users with that group. > All users in a particular group share the permissions that belong to that group. Groups are useful for users who share common duties and activities. > When you first install the CA WA server, it creates the following predefined groups: ADMINGRP EVERYONE OPERGRP SCHEDGRP 45 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

46 Security Customizations > Groups and Predefined Groups The predefined groups are each assigned a tailored set of permissions, as follows: ADMINGRP Administers the server with the required permissions. Users associated with this group can do the following: View, add, and modify Topology information View, add, and modify security profiles View, add, modify, lock, and unlock resource definitions Use a resource in an Application View, create, delete, and modify all global variables in all global variable contexts Add, change, and delete job definitions in the VERIFY Application Lock and unlock the VERIFY Application Download, display, and modify the VERIFY Application Run the VERIFY Application Issue commands against jobs in the VERIFY Application Insert jobs into the VERIFY Application Display and update the VERIFY Event 46 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

47 Security Customizations > Groups and Predefined Groups The predefined groups are each assigned a tailored set of permissions, as follows: EVERYONE Acts with the required global permissions. Every user is automatically added to the EVERYONE group. Users associated with this group can do the following: Read the SYSTEM calendar Use terms defined in the SYSTEM calendar View global variables in the DEFAULT context 47 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

48 Security Customizations > Groups and Predefined Groups The predefined groups are each assigned a tailored set of permissions, as follows: OPERGRP Operates the server with the required permissions. Users associated with this group can do the following: Display any Alert definition Download and display any Application Run any Application Issue commands against jobs in all Applications Insert jobs into any Application Display any Event Issue commands against all Events 48 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

49 Security Customizations > Groups and Predefined Groups The predefined groups are each assigned a tailored set of permissions, as follows: SCHEDGRP Schedules the workload with the required permissions. Users associated with this group can do the following: View, add, delete, lock, unlock, and modify the following objects: Any Alert definition Any Application Any calendar Any resource definition Any Event Add, modify, and delete any job definitions in any Application View, create, delete, and modify all global variables in all global variable contexts Run work on any agent Issue agent control commands to any agent Use any user ID on any agent Reference any calendar in an Event Use an Application during run time 49 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

50 Security Customizations > Users and Predefined Users You can define users with a user ID and password, and grant them certain permissions that determine their access in the CA WA server. When you first install the server, the installation program creates two predefined users, the ADMIN and the SCHEDMASTER. You must use these users to connect to the server to perform post-installation tasks. When you create new users, these predefined users serve as models for security permissions. It is expected that you will not use the above user id s for ongoing production management of the product. 50 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

51 Security Customizations > Users and Predefined Users The predefined users are defined as follows: ADMIN Administers the server with the required permissions and is associated with the ADMINGRP group. The ADMIN's default password is admin. SCHEDMASTER Schedules the workload with the required permissions and is associated with the SCHEDGRP group. The SCHEDMASTER's default password is schedmaster. 51 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

52 Security Customizations > Permissions Permissions determine what type of access a user or group has to a particular element of the CA WA server. You can also use permissions to restrict access to specific things. For example, you can restrict access to a specific Application. Permissions can contain the following two types of access: Alter, Update, or Read access Allow or Deny access With Allow or Deny access, you can use Deny to create exceptions to a user or group's normal access. For example, if a user needs to have access to all Calendars except the PAYCAL Calendar, you can give the user Allow access to CALENDAR.*, but create a permission with a Deny access called CALENDAR.PAYCAL. 52 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

53 Security Customizations > User Permission and Group Permission Conflict Sometimes a user belonging to a group can contain permissions that contradict the group permissions. For example, a user with Allow access to AGENT.A1UNIX may belong to a group with a Deny permission for AGENT.A1UNIX. Also, in the case of permissions with Alter, Update, and Read access, a user may have a higher access level than the group. For example, a user may have Alter access to ADMIN.Security Files and belong to a group with Read access to ADMIN.Security Files. In these cases, the user permission always overrides the group permission. The user in the group with Deny permission for AGENT.A1UNIX has Allow access to that agent, and the user who belongs to the group with Read access to ADMIN.Security Files has Alter access. 53 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

54 Security Customizations > Conventions for Permissions Permissions use the following standard convention: permission.value (accesslevel) permission - Specifies the name of the permission. value - Defines what the permission affects. In the Security view, you select a value from a drop-down list when you add a permission to a user or group. You can use an asterisk (*) in the value field of most permissions to indicate that the value affects all aspects of the permission. accesslevel - Defines the type of security access this permission allows. Depending on the type of permission, you can specify the following: Alter, Update, or Read Allow or Deny 54 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

55 Security Permissions Summary Permission Determines access to Access Values Default Access Level ADMIN Network topology and security files Alter, Update No access AGENT Workload running on an agent Allow, Deny No access to agents AGENTMSG Agent control commands Allow, Deny No access to agent control commands AGENTUSER Agent user IDs Allow, Deny Access to submit workload on any user account on allowed agents ALERT Alert definitions Alter, Update, Read No access to Alerts APPL Application definitions Alter, Update, Read No access to Applications APPLX Active Applications Allow, Deny No access to active Applications 55 October 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

56 Security Permissions Summary Permission Determines access to Access Values Default Access Level CALENDAR Calendars Alter, Update, Read Read access to the SYSTEM calendar No access to other calendars CMD Commands issued from the Command Line Interface (CLI) Allow, Deny No access to CLI commands EVENT Events Alter, Update, Read No access to Events EVENTX Commands issued against an Event Allow, Deny No access to Event commands FORECAST Scheduled Events in a time period Alter, Update, Read No access to forecasts JAVASCRIPT JavaScript scripts Alter, Update, Read No access to scripts RESOURCE Resources Alter, Update, Read No access to resources VARIABLE Global variables Alter, Update, Read Read access to global variables in the DEFAULT context 56 October 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

57 Security User w/permissions only > This User is not attached to any groups other than the EVERYONE group 57 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

58 Security User w/permissions only > This User s security is governed by individual permissions only. 58 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

59 Security User w/groups only > This User s security is governed by group based permissions only. 59 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

60 Security User w/groups only > This User s security is governed by group based permissions only. 60 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

61 Security User w/groups & permissions > This User s security is governed by both group based and individually assigned permissions. 61 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

62 Security User w/groups & permissions > This User s security is governed by both group based and individually assigned permissions. 62 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

63 Reporting Features > BIRT - Business Intelligence and Reporting Tools CA Workload Automation DE stores information regarding job execution in its database. You can use third party tools, such as Crystal Reports, or write an SQL query to extract the information. This enhancement lets you create and run reports in the CA Workload Automation DE Desktop Client interface. From CA Workload Automation DE Desktop Client, you can run predefined (canned) reports or design custom reports using Business Intelligence and Reporting Tools (BIRT). CA WA Desktop Client includes two perspectives that deal with reports: Services Perspective Report Perspective 63 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

64 Reporting Features > BIRT - Business Intelligence and Reporting Tools Services Perspective The CA Workload Automation DE server has a built-in report repository. After connecting to the server using CA Workload Automation DE Desktop Client, you can view the report repository in the Reports view of the Services perspective and run the reports in the repository. The Reports view also displays your custom reports with a different icon. You can delete your custom reports from the Reports view, but you cannot delete the predefined reports. 64 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

65 Reporting Features > BIRT - Business Intelligence and Reporting Tools Report Perspective CA Workload Automation DE Desktop Client includes a new perspective named Report. The Report perspective lets you design your own reports by defining the report projects. You can design all the elements of each report including the design files, templates, libraries, and so on. You can create a custom report, supply the required parameters, and run it. You can save the output in different formats. 65 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

66 Reporting Features > BIRT - Business Intelligence and Reporting Tools The Report perspective lets you design and run reports using Business Intelligence and Reporting Tools (BIRT), a reporting tool integrated in CA Workload Automation DE Desktop Client. The reports are run using the BIRT Report engine and viewed using the BIRT Viewer. You can design custom reports using the BIRT Designer. CA Workload Automation DE Desktop Client includes the BIRT Sample database plug-ins to help you run BIRT sample reports and design custom reports. Note: For more information about BIRT, see 66 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

67 Reporting Features > BIRT - Business Intelligence and Reporting Tools Predefined Reports This enhancement lets you run predefined reports from the CA Workload Automation DE Desktop Client without the need to use a third party tool or to write your own SQL queries. Predefined reports reside on the CA WA server. You can run these reports, but you cannot download or modify them. The predefined reports provide data from the server database tables and use SQL queries to retrieve the data. The reports are uploaded automatically to the server when you open the Reports view in the Services perspective as an administrator user. There are several predefined reports that present historical information regarding job execution and a security report that presents information on user access and permissions. You can run the reports from the Services perspective and export the output in.pdf,.htm, or other standard formats. 67 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

68 Reporting Features > BIRT - Business Intelligence and Reporting Tools Predefined Reports You can run the following predefined reports: Failed Jobs - The report displays the jobs that started running within a specified time period and ended in a FAILED, SUBERROR, SYSERROR, or DBERROR state. Jobs by Application - The report displays the jobs that were run in the Applications specified. It does not include bypassed jobs. Jobs by State - The report displays the jobs that were ready to run within a specified time period, grouped by state. Jobs Run for Time Period - The report displays the jobs that started running within a specified time period. 68 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

69 Reporting Features > BIRT - Business Intelligence and Reporting Tools Predefined Reports You can run the following predefined reports: Jobs Run on Agent - The report displays the jobs that started running within a specified time period, grouped by agent. Security - The report displays information about all users, groups, and permissions defined on the server. Summary Jobs Run - The report summarizes the jobs that started running within a specified time period, grouped by day. Note: By default, all predefined reports are sorted by Application name and generation number in ascending order. 69 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

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77 Reporting Features > Creating Your Own Report The custom reports are the reports created and designed by you. The Report perspective of CA Workload Automation DE Desktop Client lets you design custom reports by defining report projects. Only users with administrator privileges can design, upload, and download custom reports. 77 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

78 Reporting Features > Creating Your Own Report The Report perspective has the following components: Report Workspace - Represents the view where you can create projects and reports and view your server connections. It is displayed on the left pane of the Report perspective. Report Project - Represents a collection of all of the elements needed by a report at run time, for example, design files, libraries, images, Cascading Style Sheet files, and so on. The project is stored on the server as an archive file. Report projects appear in the Report Workspace. A report project must have one project directory with at least one report design file and a Resources directory with all required resources such as report libraries, images, Cascading Style Sheet files, and JavaScript files. 78 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

79 Reporting Features > Creating Your Own Report The Report perspective has the following components: Data Explorer View - Lets you add data sources and data sets for your report. It is displayed on the left pane of the Report perspective. Outline Explorer View - Represents a collection of all the items of a report project. Main report - Represents the report that is run when the report project is run, if the report project contains more than one report design file. Result Set - Represents a set of rows that display the result of an SQL query that runs against a database. 79 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

80 Reporting Features > Creating Your Own Report Any report contains the following files and projects: Report Design File (.rptdesign) - Represents an XML file that contains the complete description of a report. It describes the structure and organization of the report, the data sources, and data sets. The XML file is displayed on the right pane of the Report perspective. The XML file can also be viewed in the following views: Layout - Lets you edit the report properties and add elements and style. Preview - Lets you view the final output of your report. Report Template - Lets you create your own custom reports using the basic design templates. Library View - Represents a collection of reusable and shareable report elements. A library file (.rptlibrary) can contain embedded images, styles, visual report items, and data sources. The library is an XML file that contains reusable and shareable report elements. If a report design file uses a library, the library has to be packaged in the same report project as the report design file. Libraries must be accessible when the report is run. 80 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

81 Reporting Features > Creating Your Own Report Creating a report project involves the following procedures: 1. Create a New Project 2. Create a New Report 3. Connect the Report to a Data Source 4. Create a Data Set 5. Create a Table in Your Report 81 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

82 Reporting Features > Creating Your Own Report Create a New Project 1. Open the Report perspective. A list of server connections is displayed in the Report Workspace view. 2. Right-click your active server connection, and select New Report Project from the pop-up menu. The New Report Project dialog opens. 3. Complete the fields as appropriate and click Finish. Project name - Defines the name of the project that you want to create. Server name - Specifies the name of the server that you are connected to. 4. The new project is created. 82 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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84 Reporting Features > Creating Your Own Report Create a New Report You can create a new report using a predefined report template or start with a blank report. Note: For each template, the BIRT Report Designer provides a cheat sheet, which contains step-by-step instructions to help you create the report. To create a new report 1. Open the Report perspective. A list of server connections is displayed in the Report Workspace view. 2. Right-click the report project you want to create reports for, and select New, Report from the pop-up menu. The New Report dialog opens. 3. Complete the following fields as required and click Next. Enter or select the parent folder - Specifies the name of the project that the new report would belong to. File name - Specifies the name of the.rptdesignfile. The report templates are displayed. 4. Select a template and click Finish. Your new report appears in the Report Workspace. 84 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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86 Reporting Features > Creating Your Own Report Connect the Report to a Data Source After you have created a report, you need to connect to a database settings or other data source type. You can use the database already configured for your server connection. Note: You must be logged in as administrator user on this server. To connect the report to a data source 1. Open the Report perspective. A list of all the projects and reports are displayed under your server connection in the Report Workspace view. 2. Select the report from the Report Workspace view. 3. Open the Data Explorer view. 4. Right-click Data Sources, and select New Data Source from the pop menu. The New Data Source dialog opens. 5. Select CA WA Server Data Source from the available list. 6. Enter the name of the data source in the Data Source Name field and click Next. 7. Enter the name of the server that you want to connect to in the Server name field and click Finish. 8. Click Test Connections to test the connection of the server to the data source. 9. The new data source is created to connect to the selected database. 86 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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88 Reporting Features > Creating Your Own Report Create a Data Set You must create a data set to identify the data to retrieve from the data source. For example, if your report connects to a JDBC data source or CA WA data source, you can use an SQL SELECT statement to identify the data to retrieve. To create a data set 1. Open the Report perspective. 2. Select the report from the Report Workspace view. 3. Open the Data Explorer view. 4. Right-click Data Sets, and select New Data Set from the pop menu. The New Data Set dialog opens. 5. Enter the data set name in the Data Set Name field. 6. Select CA WA Server from the Data Source drop-down list. 7. Select SQL Select Query from the Data Set Type drop-down list and click Next. The Query dialog opens. Note: For more information about the other data sources and data set types, see the BIRT documentation. 88 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

89 Reporting Features > Creating Your Own Report Create a Data Set You must create a data set to identify the data to retrieve from the data source. For example, if your report connects to a JDBC data source or CA WA data source, you can use an SQL SELECT statement to identify the data to retrieve. To create a data set 8. Drag column names from the Available Items list to the right pane to write the select and from clauses of the SQL query. The following is an example of a query: select ESP_GENERIC_JOB.JOB_NAME,ESP_GENERIC_JOB.JOB_QUALIFIER, ESP_GENERIC_JOB.START_DATE_TIME, ESP_GENERIC_JOB.END_DATE_TIME,ESP_GENERIC_JOB.STATE, ESP_APPLICATION.APPL_NAME from ESP_GENERIC_JOB,ESP_APPLICATION where ESP_GENERIC_JOB.APPL_ID=ESP_APPLICATION.APPL_ID Note: You can select a schema, filter, and a type and click Apply Filter to filter the items displayed in the Available Items list. 9. Click Finish. - The new data set is created and the Edit Data Set page opens. 10. Modify the query if required. 11. Click Preview results to view a preview of the query results. 12. Click OK to save the data set. 89 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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91 Reporting Features > Creating Your Own Report Create a Table in Your Report You must create a table element to lay out the data in a row and column format, and insert data elements in the table. To create a table in your report 1. Open the Report perspective. 2. Select the report from the Report Workspace view. 3. Select the > sign next to the Palette. The Palette Explorer view opens and displays all the elements that you can place in a report. Note: You can also open the Palette by clicking Window, Show View, Palette from the main menu. 4. Drag a table element from the Palette, and drop it in the report in the layout editor. The Insert Table dialog opens and prompts you to specify the number of columns and detail rows to create for the table. 5. Modify the fields as required and click OK. A table with the specified number of rows and columns appears in the layout editor. 6. Open the Data Explorer view, and expand the items in the Data Sets The columns that you specified in the query appear. 91 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

92 Reporting Features > Creating Your Own Report Create a Table in Your Report You must create a table element to lay out the data in a row and column format, and insert data elements in the table. To create a table in your report 7. Drag an item to and drop it in the required cell The detail row displays the main data in the report. In the finished report, the detail row repeats to display all the data rows from the data set. Note: The first row automatically takes the data from the details rows and serves as the column heading in the finished report. 8. Select the table icon below the existing table to add a row. 9. Right-click a grid next to any left-most cell of the table, and select Insert, Row from the pop-up menu. A row is added to the table. 10. Select the Preview tab to view the report. The report is displayed in HTML format. Note: To view the report in the other formats, select View and then the format you want to view the report in. 92 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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94 Reporting Features > Creating Your Own Report Upload a Report Project You can upload an existing report project to the server. Note: You can perform this procedure only if you have administrator rights. Before uploading a report, ensure the following: The project name should not match a predefined report name. The project must contain at least one report design file. If the report contains more than one report design file, one report must be selected as the main report. The report project must have only one CA WA Data Source connection. There can be multiple references to the same connection within the project's design files but there cannot be two distinct connections. 94 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

95 Reporting Features > Creating Your Own Report Upload a Report Project You can upload an existing report project to the server. Note: You can perform this procedure only if you have administrator rights. To upload a report project 1. Open the Report perspective. A list of all the projects and reports are displayed under your server connection in the Report Workspace view. 2. Right-click the report project from the Report Workspace view, and select one of the following from the pop-up menu: Upload Report Project, to upload to the server to which the project belongs. Upload Report Project On, if you are connected to multiple servers and you want to select the server to upload the report project. The report project is uploaded to the server. 95 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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97 Reporting Features > Copying Existing Pre-Defined Reports 1. Open the Report Perspective 2. Create a New Report Project or Select One That is Already Created 3. Right-click on the Report Project and Select Import 4. Select File System and Press Next 5. Browse the File System to the SampleReports Directory 6. Select the SampleReports and Press Finish 7. You Will See the Sample Reports Imported the Selected Project 97 August 12, 2009 [Enter presentation title in footer] Copyright 2009 CA

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99 Reporting Features > Further Information & Tutorials CA Workload Automation DE Reporting User Interface Release Notes For more information about BIRT, see For more information about how to design report, see BIRT tutorials or references on 99 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

100 Import & Export > CA Workload Automation DE Server Import & Export The import/export utility lets you import and export artifact definitions in batch or interactive mode. Artifact definitions include Alerts, Applications, calendars, Events, forecasts, JavaScript scripts, global variable contexts, and resources. For example, you may want to export your Application definitions to a directory, update the Applications outside of the relational database for the CA WA server, and import the changed definitions back into the database. In batch mode, you can issue commands to import or export multiple artifacts at one time. In interactive mode, you can issue import and export commands at the command prompt and view the server response for each command you issue. All artifact definitions, except sundry, are stored as XML files. 100 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

101 Import & Export > CA Workload Automation DE Server Import & Export Running the Import/Export Utility in Batch Mode You can run the import/export utility in batch mode if you want to import or export multiple artifacts at one time. You can specify multiple artifacts at the command, or you can specify the name of a file that contains the multiple commands. To run the import/export utility in batch mode 1. Do one of the following: On Windows, change to the following directory at the command prompt: install_dir\utilities On UNIX, change to the following directory at the command prompt: install_dir/utilities install_dir Specifies the directory where the CA WA server is installed. 101 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

102 Import & Export > CA Workload Automation DE Server Import & Export Running the Import/Export Utility in Batch Mode You can run the import/export utility in batch mode if you want to import or export multiple artifacts at one time. You can specify multiple artifacts at the command, or you can specify the name of a file that contains the multiple commands. To run the import/export utility in batch mode Enter the following command: imexutil.sh imexutil.bat -h host -p port -u user -w password cmds imexutil.sh imexutil.bat Specifies the UNIX or Windows import/export utility. Options are the following: imexutil.sh Specifies the UNIX utility. Enter this value if you are running the utility on UNIX. imexutil.bat Specifies the Windows utility. Enter this value if you are running the utility on Windows. -h host Specifies the IP address or DNS name for CA WA. -p port Specifies the port for CA WA. -u user Specifies the CA WA user ID. Note: The user ID and password are optional if you specify a file name instead of commands in the -c switch. Instead of specifying the -u and -w values, you can specify the user command in the file. 102 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

103 Import & Export > CA Workload Automation DE Server Import & Export Running the Import/Export Utility in Batch Mode You can run the import/export utility in batch mode if you want to import or export multiple artifacts at one time. You can specify multiple artifacts at the command, or you can specify the name of a file that contains the multiple commands. To run the import/export utility in batch mode Enter the following command: imexutil.sh imexutil.bat -h host -p port -u user -w password cmds imexutil.sh imexutil.bat Specifies the UNIX or Windows import/export utility. Options are the following: -w password Specifies the password for the user ID. Note: The user ID and password are optional if you specify a file name instead of commands in the -c switch. Instead of specifying the -u and -w values, you can specify the user command in the file. cmds Specifies the import and export commands or a file containing the import and export commands. Options are the Specifies the file containing the commands. If the file name contains a space, enclose the name with double quotes. Example: -c "@input file.txt cmds Specifies one or more commands. To specify multiple commands, separate each command with a semi-colon. If the command contains a space, enclose the command with double quotes. Command options are the following: exportartifact importartifact exportvarctx importvarctx Example: -c "exportapplication -outdir c:\applications;exportvarctx -outdir c:\contexts" The import/export utility runs in batch mode. 103 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

104 Import & Export Examples > CA Workload Automation DE Server Import & Export Run the Import/Export Utility in Batch Mode The following example exports artifacts from a CA WA server named prodserv in batch mode. The command exports all Applications to c:\applications and all calendars to c:\calendars. imexutil.bat -h prodserv -p u schedmaster -w schedmaster -c "exportapplication -outdir c:\applications;exportcalendar -outdir c:\calendars" 104 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

105 Import & Export Examples > CA Workload Automation DE Server Import & Export Run the Import/Export Utility in Batch Mode Using a Command File The following example exports artifacts from a CA WA server named prodserv in batch mode using a command file. The command uses a file named commandfile.txt, which contains the client user ID, password, and the commands to export all Applications to c:\applications and all calendars to c:\calendars. imexutil.bat -h prodserv -p 7500 The commandfile.txt file contains the following commands: user schedmaster schedmaster exportapplication -outdir c:\applications exportcalendar -outdir c:\calendars 105 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

106 Import & Export Examples > CA Workload Automation DE Desktop Client You can import and export both custom views from the Monitor Perspective & Desktop Client Preferences from one Desktop Client to another This can only be done interactively. There is no command line based option. All data created from the interactive process is stored in an xml formatted file. 106 August 12, 2009 Configuring the CA WA Desktop Client R11.1 Copyright 2009 CA

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