Control-M

Dell Confidential
 Agenda

• Overview of Control-M (CTM) components

• CTM Desktop Client
• Enterprise Manager Client
• Control-M Server(s)

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 Control-M Overview

• What Control-M does:

– Enterprise-Level Scheduling Management of Executables (Jobs)
– Provides Real-time Monitoring of Job Activity using color
– Runs pre-authored executables at defined times
– “Traffic Cop”

• What Control-M Does NOT do:

– Write scripts
– Provide In-depth reporting

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 Control-M Architecture

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 Control-M Components

• CONTROL-M/Enterprise Manager (CONTROL-M/EM)

The CONTROL-M/Enterprise Manager application provides a single,
centralized point of access and control of your batch processing environment.

• CONTROL-M/Servers
At the heart of CONTROL-M processing are CONTROL-M/Servers. These are
the scheduling engines that schedule jobs, manage job processing flows, and
provide notification of job flow status.

Each CONTROL-M/Server is resident on a particular computer and is specific to

its operating system.

• CONTROL-M/Agents and remote hosts

Though CONTROL-M/Servers are responsible for job scheduling and
processing, they do not have to limit their activity to the computer on which they
reside; they can schedule jobs on other computers that come under their
control.

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 Control-M Components, cont.

CONTROL-M/Agents are commonly used to place computers under the control

of a CONTROL-M/Server. CONTROL-M/Agents submit jobs on behalf of the
CONTROL-M/Server, track the jobs’ processing, and provide status information
back to the CONTROL-M/Server.

As an alternative to having a dedicated CONTROL-M/Agent installed on each

computer under the control of a CONTROL-M/Server, CONTROL-M/Server
can also submit jobs to agentless computers known as remote hosts.
CONTROL-M/Agents and remote hosts are identified by their node IDs. Jobs
are assigned to specific node IDs.

• Control modules
To bring CONTROL-M functionality to your external, packaged application
environment (for example SAP and Oracle E-Business Suite), CONTROL-M
provides Control Modules (CMs) that enable CONTROL-M/Agents to interface
with the external applications.

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 Control-M Components

Control-M EM

Control-M EM
Control-M EM

Control-M Desktop

Controm-M
Server

Control-M EM/GUI

Controm-M Controm-M
Agent Agent

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 Control-M Desktop

Dell Confidential
 Control-M Desktop

• The Control-M desktop is the primary interface for developers to create

the jobs and jobs flows to be imported into the Control-M Enterprise
Manager GUI
• It can be accessed via Citrix or installed locally on a workstation by the
user. The configuration guide for users is located on the Batch
Scheduling website.
http://inside.us.dell.com/it/is/ps/CTM_Getting_Started.doc
• Citrix access
– Please use this link to request access to Control-M folder in Citrix. You must
already have access to Citrix itself – this will only enable the Control-M
application folder.
• http://citrixaccess.us.dell.com/access/ApplicationSelectionPage.aspx
• Select Control-M from the drop-down menu, enter justification and click on “Add
Application” button
– The request will be submitted to your manager and the Control-M team for
approval through an automated process. You will receive notification once it
has been processed.
– Log in through Citrix: GTDS Folder, Control-M Desktop icon

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 Installation of Control-M Desktop Client Tools

• Follow the instructions provided in the “Control-M Desktop and

Enterprise Manager Client Installation Guide”, located on the
Batch Scheduling website: http://inside.us.dell.com/it/is/ps/

• The Control-M Batch Scheduling team will provide users with the
necessary login credentials (User ID, Password and Privileges)
to access the available Control-M environments:
– PRODUCTION = AUSCTLMEMS3B01
– SIT = AUSCTLMEMSITS3B01

• Account request forms are also located on the Batch Scheduling

website: http://inside.us.dell.com/it/is/ps/

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 Insert screenshot of Desktop

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 Job Editing Form

• The Control-M Desktop Job Editing form contains a series of panels.

Each panel (tab) is used to define a certain type of parameter.

Panel Name Description

General What the job does and where it's script is located
Scheduling When and/or how often the job should be scheduled for submission.
Execution Parameters related to the execution of the job and processes that
accompany the job's execution.
Conditions Prerequisite conditions which must be satisfied before job
submission, and conditions to be added/deleted when the job is
successfully completed
Resources Quantitative and Control resources required for job submission.
Set AutoEdit variables to be set when the job is submitted.
Steps Conditional post-processing instructions
PostProc "Shout When" (email notifications) and sysout-handling post-
processing instructions
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 Job Editing Form – General tab

• The General panel indicates what the job does and where it is located.

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 Job Editing Form – Scheduling tab

• The Scheduling panel indicates the frequency a job will be scheduled for
submission.

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 Job Editing Form – Execution tab

• The Execution panel is used to define parameters that are related to the
execution of a job and processes that accompany the job's execution.

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 Job Editing Form – Conditions tab

• A Condition is a flag representing a user-specified situation or set of

circumstances. Condition parameters enable you to create
dependencies between jobs in a job stream flow.

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 Job Editing Form – Resources tab

• A resource is a parameter that must be available as a pre-condition for a

job to run. The Resources panel is used to define Quantitative and
Control resources. Quantitative resources are defined in the left side of
this panel. Control resources are defined in the right side.

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 Job Editing Form – Set tab

• The Set panel is used to specify AutoEdit variables to be resolved in the

job's JCL/Script before job submission.

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 Job Editing Form – Steps tab

• The Steps panel indicates conditional post processing actions to be

performed, depending on the outcome of specified statements.

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 Job Editing Form – PostProc tab

• The PostProc panel describes action to be performed upon job

completion.

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 Scheduling Concepts

Automated Job Scheduling

• Jobs can be scheduled by date and time, job priority, predecessor job
completion, availability of input and dependencies upon other events.
This information is specified by the user in the job processing definitions.

• Jobs can also be scheduled according to special calendars that are

created using the Calendar facility. Calendars can define work days,
weekends, holidays, and so on for each Control-M installation.

• Even if a job has been scheduled, it is not submitted for execution until
its runtime requirements (for example: the availability of a resource or a
time restriction has been reached) have been satisfied. When the
runtime requirements are satisfied, the job is submitted automatically
(without requiring operator intervention).

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 Scheduling Concepts, cont.

• The minimum needed to build a job consists of the: What, Where, When,
Who.
– What – The command line and job information (General tab on Job editing
Form)
– Where – The name of the server that the executable will run (Node Id/Group,
Execution tab on Job editing Form), and production or SIT for Control-M
(General tab on Job editing Form).
– When – The scheduled time and date (Scheduling and Execution tab on Job
editing Form).
– Who – The logon id to be used to execute the job. (General tab on Job
editing Form)
• The first three tabs (General, Scheduling, and Execution) contain the
necessary information for a job to run. The remaining tabs are for
additional Control-M features.
• Every table must have a User Daily defined to allow the automated
schedule ordering done by the New Day procedure.

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 Writing and Loading Tables/Jobs

• The tables (containing the jobs) need to be moved from the

Control-M Desktop to the Control-M Enterprise Manager and
Control-M Server. This is a two step process. The tables are
written to the Control-M Enterprise Manager, and then uploaded
to the Control-M Server.
– Write Scheduling Tables (writing drafts) to Control-M
Enterprise Manager
– Writing Multiple Scheduling Tables (writing drafts) to Control-M
Enterprise Manager
– Uploading Scheduling Tables (writing drafts) to Control-M
Enterprise Manager
• DRAFTS - Configurable versions of Control-M Scheduling
Tables, exclusively accessible via the Control-M Desktop client.
They are primarily used to view, create or modify Control-M Job
Definitions.

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 Managing Scheduling Tables

• The Scheduling Table manager is used to define, maintain and

control Scheduling tables in the CONTROL-M/EM database. The
Scheduling Table Manager window allows you to:
– View a list of all Scheduling tables in the CONTROL-M/EM
database.
– Modify or delete existing Scheduling tables, or create a new one.
– Force or order one or more Scheduling tables.
– Upload new or modified tables to the CONTROL-M/Server database
in a specified CONTROL-M installation (SIT, Production
(CTM_PRD_A), (CTM_PRD_B), or (CTM_PRD_C)).
– Download tables from a CONTROL-M/Server database to the
CONTROL-M/EM workstation.
– View the details for all the jobs in a selected table.

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 Managing Scheduling Tables, cont

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 Break

Time to take a short 10

minute break!

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 Control-M Enterprise Manager

Dell Confidential
 Intro to Enterprise Manager (EM)

• GUI-based control center from which you can manage all scheduling and
workflow activities
• The CONTROL-M/EM environment consists of all jobs that have been scheduled
for submission by CONTROL-M
• Jobs are linked to each other by scheduling instructions and dependencies,
specified in user-defined job processing parameters
• The Active environment consists of the Active Jobs file (containing jobs that have
been ordered for submission), the conditions table and the resources table
• Changes made in the current Active environment using CONTROL-M/EM affect
the relevant CONTROL-M installations
• The Active environment is created and updated when CONTROL-M/EM
downloads information from connected CONTROL-M installations

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 Enterprise Manager (EM)

• The CONTROL-M/Enterprise Manager window is used to view

and access jobs in the active environment.

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 Insert screenshot of Enterprise Manager

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 Viewpoints

• A Filter defines which jobs are displayed in the Viewpoint. Jobs are selected for a
view point according to the values in the job processing parameters specified in
the job's job processing definition or according to the job's status. Views are ‘not’
unique to your pc. They are shared to the entire user community. Customized
viewpoints can be created. To request a customized viewpoint, submit a Sev-5
trouble ticket to the IMS –APPL-SYS-MGMT support group. Control-M Batch
Scheduling team.
• To use an existing Viewpoint:
• 1. From the Control-M Tool bar, select File > Open View Point
• 2. Select a Viewpoint from the drop down list. (Selecting All Jobs will also
display jobs that have been deleted from the Active Jobs File.)
• Select Okay
• Note: The standard View Points hierarchy is as follows: CTM name > Application
> Group
• It’s recommended that you use the standards to avoid confusion and getting lost
in the various hierarchical arrangements.

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 Job Actions

• The following describes actions that can be performed on jobs in

a CONTROL-M/EM Viewpoint. These actions can be accessed
using any of the following methods:

• Job node menu. - Right-click a job icon in the Flow Diagram a

popup menu is displayed

• Action button - on the ‘CONTROL-M/Enterprise Manager’

window toolbar

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 Job Actions, cont.

• Menu options can be disabled in specific situations. For example:

– ‘Why’ option is disabled when the job is executing or has completed.
– ‘Hold’ option is disabled when the job is already held.
– ‘Confirm’ option is disabled when CONTROL-M is not active.
– All options (excluding the Properties option) are disabled when
communication is temporarily not synchronized.
– When any one of these actions is selected, CONTROL-M/EM
accesses and/or updates the relevant CONTROL-M installation's
database.
– Before updating a job's details, you must ‘Hold’ the job. After
updating, you should ‘Free’ the job.

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 Job Handling

• Locating a job:
• To locate a job, the following four pieces of information will be
need to be provided. by the business partner:
• CTM name CTM_PRD_A or CTM_PRD_C
• Application (i.e. GLE1)
• Group (i.e. EMF1)
• Job name (GLE1PO_CHK_PO_DEL)
• The job can be selected from the Explorer menu, or in the Job
Flow Diagram. To locate the job from the Explorer menu, right
mouse click on the job, select “Find in Flow Diagram”. Using the
Explorer menu to locate the jobs is the recommended method.

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 Job handling, cont.

• Putting a job on Hold:

– Locate job the job in Control-M (refer to “locating a Job” section).
– Right mouse click on the job, select the hold option from the pop up
menu
– NOTE: DO NOT PLACE EXECUTING JOBS ON HOLD!!!!

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 Job Handling, cont.

• Ordering a Job (Order/Force)

– Order
– Force

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 Job Handling, cont.

• Killing a job
– Locate job the job in Control-M (refer to “locating a Job” section).
– Right mouse click on the job, select the kill option from the pop up
menu. The kill option terminates a job that is currently running and
its processes. The action is recorded in the job's log.
– Killing a specific instance of a cyclic job does not affect subsequent
runs of that job.

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 Job Handling, cont.

• Adding conditions
– Adding a condition from the Job drop down menu:
• Locate the job in Control-M (refer to “locating a Job” section).
• Right mouse click on the job, select the why option.
– Adding a condition (prerequisite condition) from the Job drop
down menu:

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 Job Handling, cont.

• Locating Order Date of Job:

• To locate the Order date (the day the job was submitted) of a job,
right mouse click on the job, select the properties, choose the
“Active” tab

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 Job Handling, cont.

• Managing Jobs:
• The below panel can be viewed by right mouse clicking on the
back ground of a group on Control-M Enterprise Manager.

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 Job Status

Status Color Meaning

Wait Gray Waiting for the specified date, time, or prerequisite

Condition conditions.
Ended OK Green Processing finished successfully.

Executing Yellow Executing. NEVER PLACE ON HOLD IF THE JOB IS

EXECUTING
Wait Blue Waiting for Control or Quantitative resources, or waiting for
Resource a CONTROL-M/Agent to be available.
Wait User Pink Waiting for user confirmation. Note: Jobs with this status
are assigned WAITCONFIRM status in CONTROL-M.
Ended Not Red Processing finished unsuccessfully. Ex.: The Agent platform
Ok on which the job was running was changed to Disabled by
a user.
Unknown White Communication with the Agent platform was interrupted.

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 Quantitative Resources

• Setting up Quantitative resources:

– The Quantitative Resources window is used to view and update
Quantitative resources. The Quantitative Resources window is
automatically updated through a specified refresh interval, but will
update faster by clicking Refresh.

• Quantitative Resources modifications

– Quantitative Resources can be updated from this screen when
using the manual DR process

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 Control-M Server

Dell Confidential
 Intro. to Control-M Server

• Production:
• CTM_PRD_A and CTM_PRD_B and CTM_PRD_C
• Equal in importance
• All have mirrored servers in opposite Data Centers for DR
• Job Flows are set up to maximize performance and to group similar job
dependencies
• Servers are unable to communicate with each other, so jobs running on
one server cannot be used as input for jobs on other server

• SIT
• CTM_SIT_A and CTM_SIT_B
• Used to test jobs prior to deploying in Production

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 New Day Process

• At the beginning of each working day (Midnight), Control-M

activates the New Day procedures to automatically order jobs
(place them in the Active Jobs file) based on the job scheduling
criteria. The procedure also performs various maintenance tasks
for Control-M.

• Each time the CONTROL-M New Day procedure is run or a User

Daily job is run, it reviews a list of specified scheduling tables.
Each scheduling table contains a collection of job processing
definitions.

• When a Scheduling table is ordered or forced, (for example, by

the New Day procedure) the jobs in the table are submitted to
CONTROL-M and are run when appropriate according to their
individual scheduling criteria.

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 Control-M Server New Day Procedure

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 Control-M Server New Day Procedure

1. Control-M activates the New Day Procedure.

2. New Day Procedure scan thru Control-M Database
for scheduling tables.

3. Place the relevant jobs in the Active Job File (AJF)

4. Control-M scan thru AJF for jobs to submit.
5. All requirements are met, Control-M submit jobs for
execution.

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 Q&A

Questions

&

Comments

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