CA Workload Automation: Getting Started
CA Workload Automation: Getting Started
Getting Started
r11.1
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Chapter 1: Introduction 7
About CA WA .................................................................................. 7
CA WA Server ............................................................................. 7
CA WA Desktop Client ...................................................................... 8
Agents .................................................................................... 8
What you are going to do ...................................................................... 8
Scheduling Scenario ....................................................................... 9
Scheduling steps .......................................................................... 10
Information you need to work through this tutorial .......................................... 10
Using the examples in this tutorial ......................................................... 10
Contents 5
Controlling your Application ................................................................... 35
Releasing your Application ................................................................. 35
Monitoring your Application ................................................................... 36
Controlling your jobs .......................................................................... 37
Displaying job details ..................................................................... 37
Handling submission errors ................................................................ 38
Displaying job output ..................................................................... 39
Using a custom view to monitor and control workload ........................................... 39
Creating a custom view ................................................................... 40
Controlling jobs from a custom view ....................................................... 41
Controlling Applications from a custom view ................................................ 42
Index 49
6 Getting Started
Chapter 1: Introduction
CA WA provides distributed job scheduling and workload management across
the enterprise. It is a simple, flexible, and powerful solution for enterprise
application integration (EAI) and systems operations. Platform-independent as
a result of its next-generation XML and JAVA architecture, CA WA functions
across various server and Enterprise Resource Planning (ERP) platforms,
including the following:
UNIX
Windows NT/2000/2003
z/OS
IBM OS/400
OpenVMS
Compaq NSK
SAP R/3
PeopleSoft
Oracle
This guide is a tutorial for new users. It walks you through the process of
defining, running, and monitoring your workload. Along the way, you will learn
about key CA WA concepts.
About CA WA
Before you start this tutorial, ensure you have the following components.
CA WA Server
The server is the core of the CA WA system. It handles and directs all
incoming communication from CA WA Desktop Client, agents, a Relational
Database Management System (RDBMS), and a peer server in a high
availability configuration.
Chapter 1: Introduction 7
What you are going to do
CA WA Desktop Client
Agents
Agents are applications that extend batch workload across multiple operating
systems. Agents run batch workload and monitor its progress. They
communicate with the CA WA server through TCP/IP.
8 Getting Started
What you are going to do
Scheduling Scenario
The following flowchart represents the jobs you will set up:
The names of the jobs are A, B, C, D, E, and F.
Arrows indicate relationships between jobs. For example, A is the
predecessor for B and C. When A completes successfully, the CA WA
server releases B and C.
The run frequencies of each job are as follows: A, B, C, and D run daily; E
runs on Friday and F runs on the last workday of the month.
Chapter 1: Introduction 9
What you are going to do
Scheduling steps
This tutorial guides you through the three steps you will use to schedule
workload with CA WA.
Before you connect to the CA WA server, obtain the following information from
your server administrator:
User Name Your server user name.
Password The password for your server user name.
The name of the default agent installed with the server. For this tutorial,
you will use the default agent to run your jobs. The name of the default
agent is AGENT. However, your server administrator may have changed
the default name when installing the server.
You can use another agent instead of the default agent. Ensure that you
have the name of the agent that is installed on the computer where you
will run your jobs.
The directory in which the server is installed. For this tutorial, you will use
the test command file or script installed with the server.
If you are using another agent to run your jobs, ensure that you have the
full path to the command file, script, or command your jobs will run.
In this guide, we use the default agent to run sample workload. Ensure you
know the directory in which the CA WA server is installed.
10 Getting Started
What you are going to do
Windows examples
If the CA WA server and its default agent are running on a Windows computer,
follow the Windows examples in this guide.
You will need the path to the sample Windows command file installed with the
server. This command file displays the arguments entered for the echo
command. The default path to the file is
installDir\Resources\TestScripts\echo.bat
The command file is also on the Documentation CD. If you do not have the
Documentation CD, using a text editor, create your own test file with
echo %*
and save the file in a directory you have access to on the agent computer.
UNIX examples
If the CA WA server and its default agent are running on a UNIX computer,
follow the UNIX examples in this guide.
You will need the path to the sample UNIX script installed with the server. This
script displays the arguments entered for the echo command. The default path
to the script is
installDir/Resources/TestScripts/echo.sh
The script is also on the Documentation CD. If you do not have the
Documentation CD, using a text editor, create your own test script with
echo $*
and save the file in a directory you have access to on the agent computer.
Chapter 1: Introduction 11
Chapter 2: Define Your Workload
This section contains the following topics:
Define steps
14 Getting Started
Step 1: Connect to the server using CA WA Desktop Client
Use the Define perspective to define your workload. The Define perspective
lets you create graphical representations of jobs and their relationships and
define detailed scheduling requirements for jobs.
2. In the Connect to Server dialog, enter your user name and password, and
then click Connect.
Usually, jobs in an Application are related. For example, all of your payroll jobs
may be in one Application. An Application may contain jobs that run on the
same platform or it may have jobs that run on different platforms.
3. In the Name field, enter a name for your Application. For this tutorial,
enter quick_name where name is your first name.
Usually, you will choose a name to reflect the line of business, such as
Payroll, Inventory, Housekeeping, or Order_Processing.
There are few limitations on Application names. For security reasons, your
server administrator can restrict the Application names you can use.
Each time an Application runs, the server creates a unique instance named
a generation and assigns the next sequential generation number for that
Application. In many cases, you may want one generation to complete
before the next one begins. For example, you may not want to process
Tuesdays payroll until Mondays payroll is complete.
In this tutorial, each time your Application is scheduled, it must wait for all
previous generations of the Application to complete before it starts
processing.
16 Getting Started
Step 3: Schedule your Application using an Event
5. In the Agent field, select the agent that will run all jobs in the Application.
For this tutorial, if you are using the default agent installed with the
server, select AGENT. If your server administrator specified another name
for the default agent, select that name instead.
If you are using an agent other than the default, select that agent name.
6. Click OK.
More information:
This diagram shows the four jobs that run daily in the active Payroll
Application.
For this tutorial, you will schedule the Event to run the Application at 4 p.m.
daily.
The prefix lets you group Events. You can list Events based on their
prefix. For example, all of your production Events could have a PROD
(or PRODUCTION) prefix and all of your test Events could have a TEST
prefix.
18 Getting Started
Step 3: Schedule your Application using an Event
The Event Name must be unique. Usually, this name will be the same
as your Application name.
You can choose a name with up to 128 characters. The server converts
this name to uppercase.
Specify Calendars
This Event does not require a special calendar definition. If you do not
specify a calendar, the server uses the SYSTEM calendar, which is the
default calendar for storing scheduling terms unique to your
installation.
Note: You can use uppercase or lowercase. Do not use periods (a.m. or
p.m.).
You can also use the Schedule event dialog to specify your scheduling
criteria.
The Schedule event dialog closes and your schedule criteria appears in
the Schedule dialog.
Note: For more information on scheduling criteria, see the Define Perspective
Help.
For this tutorial, use one of the following icons to create your workload
depending on the computer your agent is installed on.
Windows
UNIX
You can customize the Workload Objects palette to show only the workload
objects you need.
More information:
An icon representing the job appears in the Application workspace. The job
is assigned a default job name (for example, UNIX_0).
2. Add another five Windows or UNIX jobs onto the workspace in positions
similar to the diagram shown below.
For example,
If a job must run after another job, place it below that job on the
workspace.
If a job can run at the same time as another job, place it beside that
job on the workspace.
Note: You dont need to click the icon on the job palette again. Simply
click the mouse as many times as necessary on the workspace and CA WA
Desktop Client will place the same icon there until you choose another
type. When you select an item from the Workload Objects palette, it
remains selected until you select another item.
Dont worry about the layout; you will use an icon later to tidy it.
20 Getting Started
Step 4: Define jobs in your Application
The next step is to draw lines to represent the dependencies between the jobs
in your Application.
Your cursor displays as a single link chain. You will use it to create
relationships between jobs by connecting them with lines.
2. Click the Windows_0 or UNIX_0 job in your Application and hold the left
mouse button.
3. Drag the mouse from the selected job to the second job (its successor) in
your workload (for example, between Windows_0 and Windows_1).
5. Click and drag the mouse to draw lines from each of the jobs to their
successors. Repeat this step until you have drawn all the dependencies.
Now you will specify details for each of the jobs in your Application. For each
job, you will specify the following:
The job name
The jobs run frequency (when the job is to run)
The command file or script to run
Note: You do not have to specify the agent name in the job definition because
you set a default agent for all jobs in this Application when you defined the
Application properties.
Note: The defaults you define in the Application properties apply to all jobs in
the Application, regardless of job type. If you want to specify a default for a
particular job type, use job defaults instead.
For this tutorial, you will start by specifying the job details for the first job.
22 Getting Started
Step 4: Define jobs in your Application
Fields marked with an asterisk (*) are mandatory. An error message appears
at the top of the dialog until all required fields are filled in.
In the Name field, type A as the name of the job you are defining. Job names
are not case sensitive.
Usually, the job name reflects the command file or script you are running. Job
names must be unique in an Application, although you can use a qualifier to
distinguish same-named jobs. Job names are limited to 128 characters and
qualifiers are limited to 64 characters.
Later, you will specify different run frequencies for some of the jobs in the
Application.
installDir\Resources\TestScripts\echo.bat
If the command file is located in another directory, type that path instead.
Note: If your path has spaces, enclose the path with double quotes.
You can also browse for the file using the Command Browser.
2. Click OK.
You can also browse for the file using the Script/Command Browser.
2. Click OK.
When you have finished defining job A, repeat the steps for B, C, D, E, and F.
Use the following chart as a guide when defining the job name and run
frequency for each of your jobs.
B daily
C daily
D daily
E friday
All of the jobs in this Application will run the same batch or script file as A.
24 Getting Started
Step 4: Define jobs in your Application
By default, jobs are set to run daily. In this tutorial, you will specify different
run frequencies for jobs E and F.
2. In the When field for the existing run frequency, type friday.
3. Click OK.
2. In the When field for the existing run frequency, click the ellipses (...).
3. Select the appropriate phrase or term in the order you want it to appear in
your Run statement.
e. Click OK.
Note: You can also type the run frequency for the job in the When field.
For example, if a job runs on the last workday of the month, type
Note: Click Show in calendar and select a month and year to view when
the job will run based on its run frequencies.
Later, you will learn how to test different criteria to see how the server
interprets them. You can define a single condition or you can create a list of
conditions under which a job should run or not run. Each run frequency
appears as a RUN statement followed by the conditions under which the job
runs.
For this tutorial, you will pass three server built-in date variables as an
argument string of positional parameters to a command file or script. When
the command file or script runs, it simply echoes the resolved values of these
three variables. Later, you will learn how you can view the resolved variables
directly from CA WA Desktop Client.
%APPL._SMM%APPL._SDD%APPL._SYY
Variable Description
3. Click OK.
26 Getting Started
Step 5: Save the Application and upload it to the server
installDir\plugins\com.cybermation.workloadeditor_2.0.0\Resources\
3. Ensure the File name field has QUICK_NAME where NAME is your first
name.
4. Click Save.
For the server to process your Application, you must upload the Application to
the server.
No job should have a red box around it. If a red box surrounds a job, you
may have omitted its command file name. Open the job definition dialog to
ensure all of the necessary information is there.
Note: If Upload is not accessible, you are not connected. Reconnect to the
server.
3. Click OK.
The Application is now uploaded and you have finished defining your
Application. Your Application is stored in the servers database.
More information:
The schedule criteria you use for simulation are similar to those you use when
you define job schedule criteria. You can use absolute dates (Nov 6, 2006),
terms based on holiday or special-day definitions (Christmas less 1 workday),
or more general terms (last workday of May).
For this scenario, you will simulate the following criteria for the Event:
The Events next execution
Friday
Last workday of month
The default criteria for simulation is the Events next scheduled execution or
now if the Event is not scheduled. To simulate the Events next execution, you
do not have to fill in any of the fields on the Simulate Event dialog.
3. Click OK.
28 Getting Started
Step 6: Test what will run using Event simulation
3. Click OK.
Jobs in an Application may not require the same run frequency. When the CA
WA server selects jobs for submission, it automatically checks if the jobs
should inherit any relationships from other jobs.
The last workday of month schedule criteria could result in two different
graphical representations.
You can also click the ellipses (...) to use the Simulate dialog to specify the
jobs schedule criteria.
Your Event will simulate for the next occurrence of the last workday of the
month.
3. Click OK.
If the last workday of the month is not a Friday, job F will wait for D to
complete before it runs. Five jobs will appear in the simulation. As you can
see, the server automatically inherits job relationships.
If the last workday of the month is a Friday, F will wait for E to complete
before it runs. Six jobs will appear in the simulation.
2. In the Use free format statement field, type the schedule criteria you want
to test, such as last workday of month.
3. Click Test.
The dates for the next 10 times the job will run appear in the Test Results
text box.
Note: To change the number of results shown, enter the number of results
you want to see in the Display field.
If they are not, change the criteria to achieve the desired results and test
again.
Note: If you want to simulate your Event for other criteria, you can
choose dates or terms from the Test results list. For example, you can see
which jobs are selected when the last workday of the month is not a Friday
by simulating your Event for October 31, 2006 (the last workday of
October, which occurs on a Tuesday). To see which jobs are selected when
the last workday of the month is a Friday, simulate your Event for
September 29, 2006 (the last workday of September, which occurs on a
Friday).
30 Getting Started
Chapter 3: Run Your Workload
When you have defined an Event in an Application and uploaded the
Application to the CA WA server, the Application runs automatically according
to the scheduling criteria or trigger specified in the Event.
You will now learn how to run the Event immediately by manually triggering
the Event. You will use the Define perspective to run your workload.
The Application will not run until it is manually released. In this tutorial,
you are holding the Application before its jobs start to run so that you can
view the different job states when you monitor the workload.
Note: You can also list and control Events from the Events view in the
Services perspective. For more information on listing and controlling Events
from the Services perspective, see the Services Perspective Help.
32 Getting Started
Chapter 4: Monitor Your Workload
When you have triggered the Event to run your Application, you can monitor
your Application's state, view its details and jobs, and issue commands against
your Application. You will monitor your workload in the Monitor perspective.
For this tutorial, you will subscribe to all active Applications (Applications that
are not complete) on the server.
The Application folder expands and a folder for each generation of this
Application appears. Each generation is color-coded based on the
Application's state.
Next, you will learn how to manually release the Application to run the
workload.
34 Getting Started
Controlling your Application
To view a list of commands that you can issue against an active Application,
right-click the Application generation in the Monitor perspective.
In this tutorial, you selected Submit Application on hold when you triggered
your Event. To run the Application, you must release it.
Note: Applications can be defined with the Hold on submission option selected
in the Application properties. To run Applications that are defined on hold, you
must also release them.
As the jobs in the Application pass through different states, the text below the
job name indicates the job's state and the border surrounding the job icon
changes color.
Note: If a job goes into a SUBERROR state, it usually means the path to the
command file, script, or command is wrong.
36 Getting Started
Controlling your jobs
More information:
To view a list of commands you can issue against a job, right-click the job in
the Monitor perspective.
In this tutorial, you will learn how to display a job's details, handle submission
errors, and display a job's output.
If a job goes into a SUBERROR state, this indicates a submission error. The
path to the command file, script, or command might be wrong. In the Monitor
perspective, double-click the job. The Details dialog opens. If the Status field
says File not found or Command file not found, the CA WA server could not
find the file to run.
These changes are temporary. You can make your changes permanent by
returning to the Define perspective, changing the job's details, and re-
uploading the Application.
38 Getting Started
Using a custom view to monitor and control workload
In this tutorial, job D echoes the CA WA server built-in variables that were
passed as arguments to the batch file or script. The job's output is stored in a
spool file. You can display the spool file in the Monitor perspective.
Depending on the type and version of the agent that runs the job, you can
view the entire spool file, selected lines, or a number of lines you specify.
2. Since the file for D is very small, click Retrieve All to retrieve the entire
spool file.
You should see three numbers, representing the two-digit month, day, and
year. For example, for a scheduled date of February 14, 2006, you should
see 021406.
A custom view looks like a table; it contains rows and columns of information.
While an Application's graphical view focuses on a particular generation of an
Application, a custom view can span many different Applications. For example,
CA WA provides a custom view named Failed, which displays all failed jobs
regardless of the Application they belong to.
This section walks you through the process of creating a custom view that
shows only the QUICK_NAME Application.
3. In the Custom view name field of the Presentation dialog, enter a name for
your custom view. For this tutorial, type My Quick Application.
4. Click the double right arrow (>>) to select all fields for your display.
All the fields in the Available fields list box moves into the Selected fields
list box.
Note: You can shorten a field name by entering an alias for the field name
in the Alias column. For example, you can type gen # for Generation
Number.
In this tutorial, you will sort the information in your custom view by generation
number, and then by job name.
1. In the Presentation dialog, for the Generation Number field name, click in
the Sort column and select Ascending.
The information in your custom view will be sorted from the lowest
Application generation number to the highest Application number.
2. For the Job Name field name, click in the Sort column and select
Ascending.
3. Click Apply.
Note: When you have created your custom view, you can also click the
column heading in your custom view to sort by that column. Sorting the
information this way temporarily overrides the sort defined in the Custom View
Configuration.
40 Getting Started
Using a custom view to monitor and control workload
You will set up a filter to display only the QUICK_NAME Application. You build a
filter using different fields and operators.
1. From the left pane, click Filter to open the Filter dialog.
2. Click Add.
3. In the Field Name field, click the down arrow and select Application Name.
4. In the Relationship field, click the down arrow and select Is.
5. Click in the Value column and type quick_name, where name is your
name.
6. Click Apply.
Note: You can also click any area in the Criteria table outside of the
selected row to apply your filter criteria.
7. Click OK.
The Custom View Configuration dialog closes and your custom view is
added to the Custom Views view.
You can use the custom view to control jobs in Applications. Controlling jobs
using the custom view is similar to controlling jobs using the graphical view.
From a custom view, you can also locate a job in the graphical view.
2. In the custom view, right-click the job you want to control and select a
command.
Note: To learn more about scheduling and running workload, see the Define
Perspective Help and the Monitor Perspective Help.
42 Getting Started
Chapter 5: CA WA Desktop Client Tips
This chapter describes tips you can use to customize CA WA Desktop Client.
Context-sensitive help
Click the help icon (?) or press F1 to get help about a dialog, view, or
page. A description appears along with links to related help topics.
Task-based help
From the Help menu, click Help Contents. You can access the following
help books:
Click the Index tab at the bottom of the left pane to display the Help
Index. Enter a term in the text box and click Display to display matching
index entries; click an index entry to display associated information.
To search the Help, enter a keyword or phrase in the Search field, then
click GO to locate the specified text in the Help and display search results
in context in the left pane. Click a result link in the left pane to open a
topic.
Port number Client port number for the server you want to connect
to. The default is 7500.
User name Your server user name. Your user name is automatically
converted to uppercase.
Server type Type of server you are connecting to. For this tutorial,
select CA Workload Automation.
If you do not know the connection information, talk to your server
administrator.
Note: For servers in high availability installations, when the Primary fails
over, CA WA Desktop Client automatically connects to the Standby. CA WA
Desktop Client notifies you of the switch from the Primary to Standby
through a message in its Console View. To prevent automatic
reconnection, select Prevent auto-connection on failover. This feature is
useful if, for example, you are using manual failback and want to switch to
a specific server.
44 Getting Started
Setting Application and job properties
Note: You can connect to multiple servers at one time. If you connect to
multiple servers, you can view all workload on the different servers that you
have access to.
For example, you can set up a global email notification that sends an email
to an operator when any job in any Application fails.
A specific Application and its jobs (Application properties)
For example, you can set up an email notification that sends an email to
an operator whenever a UNIX job in a specific Application fails.
A specific job (job details)
For example, you can specify when a specific job runs (or does not run).
The property that applies to an Application or job depends on where you set
the property. Defaults set at certain levels can be overridden by properties set
at other levels.
More information:
2. Select Dock On > Top Right to display the perspective icons at the top-
right corner of CA WA Desktop Client.
You can also select Dock On > Left to display the perspective icons in a
vertical menu.
2. Clear the types of workload objects you do not want to show in the
Workload Objects palette. By default, all types of workload objects are
selected.
3. Click OK.
46 Getting Started
Moving views around
For example, if you have multiple custom views open in the Monitor
perspective, select one of them. By default, custom views open as tabbed
views.
Depending on where you are moving your view, your cursor changes to a
folder icon or an arrow icon. A gray outline of the view appears, indicating
how your view will be placed.
For example, you can move custom views around so that the views are
tiled in your workspace.
This setting is preserved. The next time you open the Monitor perspective,
the custom views you moved are tiled in your workspace.
Index 49
job details 37 inheritance
job output 39 defined 29
docking perspective icons 46
J
E
jobs
Events controlling from custom view 41
creating 18 controlling from graphical view 37
default Date-Time/Manual 18 defaults 45
defined 17 defined 23
defining 18 defining 20
function 17 details 22, 37, 45
naming 18 inheriting relationships 29
prefix 18 naming 23
schedule criteria 18 output 39
simulating 28 properties 45
specifying Application to run 18 relationships 21
triggering manually 32 resubmitting 38
triggers 18 run frequency 23, 25
using 17 states 36, 38
using to schedule an Application 17
EXEC state 36 L
layout, organizing 21
F
fields M
fields, custom view 40 manual trigger 32
filter Monitor perspective
custom view 41 defined 34
subscription 34 opening 34
frequency monitoring
Event 18 Application 36
job 23, 25 workload 33
moving
G
perspective icons 46
generations views 47
Application 16, 34
graphical view N
controlling Application 35 naming
controlling job 37 Application 16
Event 18
H
job 23
help
help, using 43 O
online help 43
I
opening
icons Define perspective 15
for jobs 20 Monitor perspective 34
for perspectives 46 output for job 39
placing on workspace 20
50 Getting Started
P script 24
spool file
passing arguments 26 spool file, retrieving 39
perspectives state
defined 15 AGENTDOWN 36
moving icons 46 COMPLETE 36
PREDWAIT state 36 EXEC 36
prefix, Event 18 PREDWAIT 36
properties SUBERROR 36, 38
Application 16, 45 SUBERROR state 36, 38
Event Trigger 18 submission error 38
job 45 submitting Application on hold 32, 34, 35
subscribing to Applications 34
R
symbolic variables
releasing symbolic variables 26
Applications 35
removing types of workload objects 46 T
resetting testing
workspace 47 schedule criteria 30
resubmitting failed jobs 38 what will run 28
retrieving trigger Event
spool file 39 manually 32
run frequency
specifying 23, 25 U
running workload 31
uploading Applications 27
S V
saving Application 27
variables
schedule criteria
built-in 26
Event 18
symbolic 26
simulation 28
viewing
testing 30
Application details 42
triggering Event 32
job details 37
scheduling
job output 39
Event 18
spool file 39
job 23, 25
workload 34
steps 10
views, moving 47
setting
Application properties 45 W
job properties 45
simulating 28 wait for previous generation 16
sorting, custom view 40 workload
specifying defining 13
agent 16 diagram 20
Applications 18 monitoring 36
arguments 26 objects 20, 46
command file 24 running 31
job name 23 workspace, resetting 47
run frequency for job 23, 25
Index 51