Managing Groups

Theme: Configure
Who Is It For? System Administrator, Automation Engineer

What Is It?

Use this procedure to manage Groups in the Enterprise Manager.

Adding Machine, Schedule, or Job Groups

To add a group, complete the following steps:

1. Select on Notification Manager under the Management topic. The Notification Manager screen displays
2. Select the Machines, Schedules, or Jobs tab in the Notification Triggers frame
3. Right-click on the notification type (e.g., Machines, Schedules, or Jobs)
4. Select Add Group. The Add New Group dialog displays
5. Type the new group name and select OK

note

(Optional) You can create child groups to further organize triggers.

Add Machines to a Group

1. Select on the group in the Machines tab
2. In the Machines selection frame, use one of the following approaches:
   • To add specific machines: Confirm By default, ENS will treat all machines as: Excluded. Select the option for the platform to add all machines for that platform, or expand the platform using the arrow and select individual machine options
   • To remove specific machines: Change the selection to By default, ENS will treat all machines as: Included. Select the option for the platform to remove all machines, or expand the platform and deselect individual machine options
3. Select the Save button

Add Schedules to a Group

1. Select on the group in the Schedules tab
2. In the Schedules selection frame, use one of the following approaches:
   • To add schedules: Confirm By default, ENS will treat all schedules as: Excluded. Select the option for each schedule to add
   • To remove schedules: Change the selection to By default, ENS will treat all schedules as: Included. Unselect the option for each schedule to remove
3. Select the Save button

Add Jobs to a Group

1. Select on the group in the Jobs tab
2. In the Jobs selection frame, use one of the following approaches:
   • To add jobs: Confirm By default, ENS will treat all jobs as: Excluded. Select the option for the schedule to add all jobs, or expand the schedule using the arrow and select individual job options
   • To remove jobs: Change the selection to By default, ENS will treat all jobs as: Included. Select the option for the schedule to remove all jobs, or expand the schedule and deselect individual job options
3. Select the Save button

Deleting Machine, Schedule, or Job Groups

To delete a group, complete the following steps:

1. Select on Notification Manager under the Management topic. The Notification Manager screen displays
2. Select the Machines, Schedules, or Jobs tab in the Notification Triggers frame
3. Select the arrow to expand the group information
4. Right-click on the group to delete
5. Select Delete Group. The Delete dialog displays
6. Select Yes to confirm the deletion or No to cancel

Renaming Machine, Schedule, or Job Groups

To rename a group, complete the following steps:

1. Select on Notification Manager under the Management topic. The Notification Manager screen displays
2. Select the Machines, Schedules, or Jobs tab in the Notification Triggers frame
3. Select the arrow to expand the group information
4. Right-click on the group to rename
5. Select Rename
6. Type the new group name and select OK

FAQs

Q: What does managing groups involve?

Managing groups includes Adding Machine, Schedule, or Job Groups, Deleting Machine, Schedule, or Job Groups, Renaming Machine, Schedule, or Job Groups. Access groups through the Enterprise Manager navigation pane.

Q: Who can manage groups in OpCon?

Users with the appropriate privileges assigned through their role can manage groups. Contact your OpCon system administrator if you do not have access.

Glossary

Enterprise Manager (EM): OpCon's rich client graphical user interface for Windows and Linux, used to define schedules and jobs, manage automation data, and perform operational tasks.

Notification: A message sent by the SMA Notify Handler when a Machine, Schedule, or Job changes to a specific status. Notifications can be delivered as emails, text messages, Windows Event Log entries, SNMP traps, or other formats.

Resource: A numeric variable in OpCon representing a finite pool. Jobs can be configured to require a set number of resource units to run, limiting concurrent executions and preventing resource contention.

Role: A named security profile in OpCon that groups privileges together. Roles are assigned to user accounts to control which features, schedules, jobs, machines, and administrative functions a user can access.

Privilege: A specific permission granted through an OpCon role that controls access to a feature, function, or object type. Privileges are organized into categories such as Function Privileges, Machine Privileges, Schedule Privileges, and Access Codes.

Machine: A platform defined in the OpCon database that has an agent installed. OpCon routes job execution requests to machines via SMANetCom, and machines report job completion status back to SAM.

Schedule: A named container for jobs in OpCon, built for a specific date to create that day's automation. Schedules define build settings, frequencies, and the jobs that run within them.

Job: The fundamental unit of work in OpCon. A job defines what to run, on which machine, when to start, and what conditions must be met. Job results are tracked and can trigger events and notifications.