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Accessing and Updating Profile Settings

!User Profile Button !Profile Account Tab Access the Profile page from the Navigation menu to configure settings from one of these tabs: - Account - External Token - Settings - Application Settings

Accessing Daily Job Definition

As part of the Operations module, users with the appropriate privileges can view the daily job definition and modify job properties.

Acknowledging Escalations

Escalations can be acknowledged while the Enterprise Manager is loading or after the application opens.

Add Daily Job

The Add Daily Job skill adds a new daily job to a specified daily schedule for a specified date, frequency, and status.

Adding External Tools

Add frequently used tools to the External Tools navigation list in Enterprise Manager by modifying externaltools.xml.

Adding Jobs

Use this procedure to add Jobs in the Enterprise Manager.

Adding Machines

Use this procedure to add Machines in the Enterprise Manager.

Adding Remote Instances

For conceptual information about each field or option, refer to Remote Instances in the Concepts online help.

Adding Roles

Use this procedure to add Roles in the Enterprise Manager.

Adding Roles

Use this procedure to add Roles in Solution Manager.

Adding Script Runners

When creating script runners, keep the following in mind: - A runner can only run scripts belonging to its defined script type - Define at least one runner for each script type - Define a runner for.

Adding Scripts

Use this procedure to add Scripts in the Enterprise Manager.

Adding Tags

Use this procedure to add Tags in the Enterprise Manager.

Adding Users

Use this procedure to add Users in Solution Manager.

Administrative Stored Procedures

Continuous provides scripts and supplemental SQL stored procedures to aid in managing OpCon: - SMA_CHGMACHINE - SMA_CHG_UNIX_GIDUID - SMA_CLEAN_ENS - SMA_CLEARSCHED - SMA_COPYSCHED - SMA_DELETESCHED.

Best Practices

OpCon best practices are proven patterns for building reliable, maintainable automation — from documenting thresholds and properties to setting up automated maintenance schedules, configuring alerts, and structuring job dependencies effectively.

Build Schedule

The Build Schedule skill builds a schedule for a specified date, places it on hold or releases it, and optionally overwrites an existing build.

Building Daily Schedules

Building Daily schedules copies qualifying Master schedules and jobs for specified dates into the active Daily processing tables for SAM.

Component Installations

This topic contains instructions for installing the Enterprise Manager and Optional Server components as stand-alone installations.

Configuration

After the SMADDI service has been installed with the SAM and the SMADDI stored procedures have been installed with the database, address the following topics before starting the service: -.

Configuring Date User Inputs

When configured, the Date User Input displays as a date picker (calendar) with validation rules when users run the Service Request.

Configuring Master Job User Inputs

When configured, the Master Job User Input displays as a list of all Master Jobs for which the logged-in user has privileges when running the Service Request.

Configuring Master Schedule User Inputs

When configured, the Master Schedule User Input displays as a list of Master Schedules for which the logged-in user has privileges when running the Service Request.

Configuring Number User Inputs

When configured, the Number User Input displays to users as an input box with validation rules when they run the Service Request.

Configuring Text User Inputs

When configured, the Text User Input displays to users as a text box with validation rules when they run the Service Request.

Container Jobs and SubSchedules

Because subschedules are the 'program' the Container job runs, it is important to understand the connection between the Container and the subschedule.

Copying Jobs

Use this procedure to copy Jobs in the Enterprise Manager.

Copying Roles

Copying a role creates an identical new role with the same name preceded by 'co:' (e.g., 'co:RoleName').

Copying Roles

Use this procedure to copy Roles in Solution Manager.

Copying Users

Use this procedure to copy Users in Solution Manager.

Creating Cards

To create a Group card, complete the following steps: 1.

Creating Categories

You can group Service Requests into defined categories, such as a department or user group, and associate requests with that category.

Creating/Updating Job Filters

Job filters in Enterprise Manager narrow the jobs displayed in operation views by status, department, access code, or tag.

Creating/Updating Job Filters

Job filters in Enterprise Manager narrow the jobs displayed in operation views by status, department, access code, or tag.

Creating/Updating Job Filters

Job filters in Enterprise Manager narrow the jobs displayed in operation views by status, department, access code, or tag.

Creating/Updating Job Filters

Job filters in Enterprise Manager narrow the jobs displayed in operation views by status, department, access code, or tag.

Custom Reports

Custom reports in OpCon are built using the BIRT (Business Intelligence and Reporting Tools) framework. Administrators can edit the Continuous-supplied BIRT reports or create entirely new ones to meet specific reporting requirements.

Deleting Access Codes

Deleting an access code requires three procedures: revoking privileges, removing the code from the daily and master tables, then deleting the code.

Deleting Batch Users

Deleting a batch user requires three procedures: revoking privileges, removing the user from the daily and master tables, then deleting the user.

Deleting Departments

Deleting a department requires three procedures: revoking privileges, removing the department from the daily and master tables, then deleting the department.

Deleting Global Properties

Deleting a global property requires three procedures: removing the property from the daily tables, removing it from the master tables, then deleting the property.

Deleting Jobs

Use this procedure to delete Jobs in the Enterprise Manager.

Deleting Roles

Use this procedure to delete Roles in the Enterprise Manager.

Deleting Tags

Use this procedure to delete Tags in the Enterprise Manager.

Deleting Thresholds

Deleting a threshold requires completing all four procedures below in order.

Deploying Script Versions

The Deploy Version feature deploys a specific script version to all or a subset of Master jobs already associated with that script.

Displaying Schedule Layouts

Schedule layouts in Workflow Designer show the visual dependency map for a master schedule, including its jobs, thresholds, and resources.

DoBatch

DoBatch.exe automatically builds, checks, deletes, or forecasts OpCon schedules via command files scheduled as Windows jobs.

Editing Cards

Use this procedure to edit Cards in Solution Manager.

Editing Roles

Use this procedure to edit Roles in the Enterprise Manager.

Editing Script Versions

In the Repository Editor, you can edit a script version and save it as a newer version in the database.

Editing Scripts

Use this procedure to edit Scripts in the Enterprise Manager.

Encrypting Passwords

Use the Enterprise Manager encryption tool when a configuration value in OpCon requires an encrypted password.

Failover and Recovery with Replication

Failover and recovery with replication lets OpCon switch to a subscribing database server when the primary becomes unavailable, then restore the original configuration once the primary is back. The procedures cover: - Automatic Failover to the Subscribing OpCon Database Server - Manual Failover to the Subscribing OpCon Database Server -.

Failover Scenarios

Failover in OpCon shuts down the primary SMA Service Manager and starts the secondary, transferring control of the application group to the standby server. OpCon supports both automatic and manual failover, and the configuration depends on whether the database uses mirroring, replication, or a standalone setup.

Filtering Service Requests

Use the Filter bar to filter Service Requests by «Category», «OpCon Role», and/or «Service Request name».

Finding Tags

Tags in Job Master can be searched using the Quick Search dialog to locate a tag by name when assigning it to a job.

Forgot / Reset Password

The Forgot Password feature in Solution Manager lets users reset their own password without administrator intervention by selecting the Forgot Password link on the login screen and following the reset workflow.

Get Failed Jobs

The Get Failed Jobs skill retrieves a list of failed jobs for a specified date.

Get Failed Schedules

The Get Failed Schedules skill retrieves a list of failed schedules for a specified date.

Job Information

The Job Information dialog provides details about the daily copy of a selected job.

Job Type Management

Use the quick links to access instructions on how to: - Defining BIS Job Details - Defining Container Job Details - Defining File Transfer Job Details - Defining IBM i Job Details - Defining Java Job.

Legacy Audit Management

The Legacy Audit Management program allows administrators to view audit information, as well as maintain the audit table.

Licensing

Continuous provides a license file during installation and maintenance to enable SAM.

Logging

The SAM and supporting services (SAM-SS) have several important logs.

Logging In/Out

Logging in to the Enterprise Manager (EM) involves a dual login: the EM connects to SQL Server with a valid database user, then checks OpCon Role privileges to verify access to OpCon functions.

Look up Notification Sources

The Look up Notification Sources dialog performs a reverse lookup — given a Notification ID, it identifies the trigger, group type, group name, and notification type that generated it.

Looking up Notification Sources

The Notification Lookup tool performs a reverse lookup — given a Notification ID, it identifies the trigger, group, and notification type that sent it.

Machines

All systems with agents installed must be defined as a machine in the OpCon database.

Managing Batch User Privileges

The Batch User Privileges editor creates and maintains security tokens used in batch processing and manages Role privileges for those tokens.

Managing Batch Users

The Batch User editor creates and maintains the Batch Users required for processing jobs on IBM i, MCP, OpenVMS, SQL, UNIX, and Windows.

Managing Batch Users

The Batch User editor creates and maintains Batch Users required for processing jobs on IBM i, MCP, OpenVMS, SQL, UNIX, and Windows.

Managing Calendars

The Calendars page is used to define and maintain OpCon Calendars and displays a list of existing calendars.

Managing Connection Profiles

When using the Enterprise Manager for the first time or when setting up a new database connection, define a profile with the database name, login, and password.

Managing Daily Processes

The !Processes Button button on the main Operations page takes you to a page where you can view and manage the Daily processes in operation.

Managing Groups

Use this procedure to manage Groups in the Enterprise Manager.

Managing Machine Privileges

The Machine Privileges editor maintains Role privileges for Machines, displaying a list of role names with granted and revoked privileges.

Managing Machines

The Machines editor defines and maintains OpCon Machines, providing a list of machines, general settings (e.g., Socket Number, NetComName, IP address), machine group assignments, and communication.

Managing Operations

The !Build Button button on the main Operations page takes you to the Schedule Build page where you can manage building schedules.

Managing Privileges

Select the !Expand arrow to the left of Privileges under the Security topic in the Navigation Panel to expand the following privilege types: - Access Codes Privileges - Schedule Privileges - Function.

Managing Remote Instances

The Remote Instances editor defines and manages connection information for accessing remote instances of OpCon.

Managing Resources

The Resources editor defines and maintains OpCon Resources, providing a list of Resources and their corresponding values.

Managing Roles

The Roles editor maintains Role privileges, displaying a list of Role names, Inherit Privilege specifications, and User Assignments.

Managing Schedule Privileges

The Schedule Privileges editor maintains Role privileges for Schedules, displaying a list of role names with granted and revoked privileges.

Managing Schedules

The Schedule Build dialog generates schedule builds manually for selected schedules for a specified day or series of days.

Managing Schedules

The !Build Button button on the main Operations page takes you to the **Schedule Build** page where you can manage building schedules.

Managing Script Runners

The Script Runners editor creates and manages interpreters and their associated command templates.

Managing Script Runners

The Script Runners module allows you to add, edit, delete, and check cross-references for script runners.

Managing Script Types

The Script Types editor creates and manages script types associated with scripts stored in the centralized database.

Managing Script Types

The Script Types module allows you to add, edit, delete, and check cross-references for script types.

Managing Script Versions

The Script Versions module allows you to add, edit, delete, deploy, and check cross-references for script versions.

Managing Scripts

The Scripts module allows you to add, edit, delete, deploy, and check cross-references for scripts.

Managing Self Service

Self Service is a licensed OpCon module in the Solution Manager web interface that enables front-office staff to trigger OpCon workflows without IT involvement.

Managing Server Options

The Server Options editor controls global settings for OpCon, displaying server parameter values and source information for viewing and editing.

Managing Service Requests

Select on one of the buttons at top-right corner of each Service Request to edit, copy, or delete that Service Request.

Managing Solution Manager

The Solution Manager topic in the Navigation Panel provides links to access Solution Manager modules and pages from within the Enterprise Manager.

Managing Tags

Use this procedure to manage Tags in the Enterprise Manager.

Managing Tags

Available Tags in OpCon are shown in the grid under Library > Tags.

Managing Thresholds

The Thresholds editor defines and maintains OpCon Thresholds, displaying a list of thresholds and their corresponding values.

Managing Users

The Users page is found in _Library > Access Management > Users_.

Managing Vision Settings

Vision Settings allows you to create, edit, and delete cards and view the hierarchy of existing cards.

Menus

The menu bar at the top of the Enterprise Manager screen is always available when working with editors or views.

Merging Schedules

Merging two schedules combines all jobs from both into a single schedule.

Migrating Data

Users who upgraded from an earlier release of OpCon to OpCon 20.00.00 or higher may need to migrate their data before accessing the system.

Moving Jobs

Use this procedure to move Jobs in the Enterprise Manager.

Navigation Editors

Navigation Editors (e.g., Schedule Master, Job Master, Calendars, Global Properties, Thresholds, Resources, Machines, Machine Groups, Server Options, Roles, User Accounts, Batch Users, Departments.

Navigation Views

In the Enterprise Manager, Navigation Views (e.g., Workflow Designer, Daily Maintenance, Daily List, Matrix Chart, Gantt Chart, PERT View, Bar Chart, Pie Chart, Workload Chart, Machine Status).

Notification Configuration

Notification configuration in OpCon sets up the delivery infrastructure that the SMA Notify Handler uses to send alerts — including SNMP trap settings, SPO agent configuration, and related prerequisites for each notification type.

Notification Triggers

The Notification Triggers tab in the Job Master editor is a read-only view showing the triggers and OpCon events defined in the Notification Manager that will be triggered by the job's actions.

Notification Triggers

Notification triggers write notification information to the OpCon database when the status of one or more items in a group changes.

OpCon Server Upgrade

Upgrading the OpCon server involves a series of ordered procedures that must be completed from beginning to end.

Opening Mini Maps

The Mini Map displays a miniature view of the entire PERT map of the schedule to browse specific information for schedules and/or jobs.

Pingman

Pingman is a utility that constantly pings a machine to determine network stability.

Raising Events

Use this procedure to raise Events in the Enterprise Manager.

Re-Synchronizing Running Jobs

Re-Synchronizing Running Jobs resets the count of jobs currently tracked as running on a machine, correcting discrepancies between OpCon and the machine's actual state.

Receiving Installation Details

The Installation Details dialog in Enterprise Manager displays plug-in names, version numbers, provider information, and signing data for the current installation.

Reporting Problems

You can report Enterprise Manager bugs directly through the Enterprise Manager.

Reporting Service

The Reporting Service is a Windows Service that extracts data from the OpCon database, transforms it, and loads it into a dedicated Reporting database. This isolates reporting queries from the operational database and makes the data viewable and downloadable through Solution Manager.

Restart Failed Jobs

The Restart Failed Jobs skill restarts all failed jobs in a specified schedule for a specified date.

Revoking Privileges from Batch Users

Revoking a batch user privilege moves it from the Granted list to the Revoked list for a role, preventing that role from running jobs under that user account.

Running Commands

The Run Command tab provides the following fields for the selected trigger: - Command (Required): Full path and name of the program to run.

Running Reports

Use this procedure to run Reports in the Enterprise Manager.

Schedule Activity Monitor (SAM)

The Schedule Activity Monitor (SAM) determines when jobs in the Daily tables qualify for submission to an agent and processes OpCon events.

Schedule Information

The Schedule Information dialog provides details about the daily copy of a selected schedule.

Schedules

A schedule in OpCon is a group of jobs making up a business process.

Sending Emails (SMTP)

The Email tab provides the following fields for defining an SMTP email notification: - To (Required): One or more SMTP email addresses separated by semicolons (;).

Sending Network Messages

The Network tab provides the following fields for defining a Network Pop-up Message notification: The SMANotifyHandler always attempts to use the Msg.exe program first.

Sending OpCon Events

The Event tab provides the following fields for defining an OpCon event launched for the selected trigger: - Event Command: The Event Command definition.

Sending Short Text Messages

The Text tab provides the following fields for defining a notification to a pager, phone, or other SMS-capable device.

Sending SNMP Traps

The SNMP tab provides the following fields for defining an SNMP trap notification: - Event ID (Optional): A user-defined ID usable as search criteria in a third-party notification filter.

Sending SPO Event Reports

The SPO tab provides the following fields for defining an SPO AL Report or a CO Report notification: - AL: If enabled, defines the AL report fields - Text (Optional): User-defined message up to 250.

Sending Windows Event Logs

The Event Log tab provides the following fields for defining a Windows Event Log notification: - Event ID (Optional): User-defined ID used as search criteria in third-party notification filters.

Setting the Language

The EM detects your local language and defaults to English if that language is unavailable.

Setting up OpCon Events

#### To add an OpCon event to the Service Request To add an OpCon event to the Service Request, complete the following steps: 1.

Setting up Privileges

The last step is to assign which OpCon role(s) can see and run the Service Request buttons from the Service Request page.

Setting up User Inputs

When a Variable is defined within the OpCon Event definition, it becomes available as a User Input.

SMA Evaluate Expression

SMA Evaluate Expression (SMAEvalExp.exe) accesses the OpCon Property Expressions API — the same API used by Job Dependencies and Events Based on Complex Expressions.

SMA Resource Monitor Wizards

The SMA Resource Monitor User Interface provides Wizards within the Add and Edit functions for all monitor types and Action Groups.

SMAGetServiceStatus

The SMAGetServiceStatus utility (SMAGetServiceStatus.exe) monitors the status of Windows services.

SMALogEvent

SMALogEvent writes messages to the Windows event log from a command line.

SMASetRMFileName

SMASetRMFileName updates the file name monitored by a specified rule in the SMA Resource Monitor Rules file.

SubSchedule Information

The SubSchedule Information dialog provides details about the daily copy of a selected Container job or subschedule.

Summarize Schedule Build

The Summarize Schedule Build skill displays a summary of the schedule build log for a specified schedule and date, including status, any build issues, and a link to the full log file.

System Requirements

Getting Started with OpCon covers the hardware and software requirements that must be met before installation, along with key naming conventions and initial configuration considerations for the OpCon server.

Using Administration Tools

The Administration tools perform the functions listed below, depending on the specific editor or view in which you are working.

Using Agent Status

The Agent Status link provides access to the Agent Status page in Solution Manager.

Using Daily Maintenance View

The Daily Maintenance view allows you to manage daily schedules and validate job dependencies in the Daily tables.

Using Gantt View

The Gantt view displays the estimated length and chronological order of jobs by schedule.

Using Health

The Health link opens the Vision Health page in Solution Manager.

Using Home

The Home link opens the Home page in Solution Manager.

Using Home

The Home link opens the Vision Home page in Solution Manager.

Using Job Master

The Job Master editor is used to define and maintain OpCon jobs.

Using Live

The Live link provides access to the Vision Live page in Solution Manager.

Using Logs

The Logs option provides links to display the SAM server log files.

Using Machine Groups

There are several scenarios for automation that benefit from using Machine Groups in OpCon.

Using Machines Status View

The Machines Status view displays information about each machine defined in the OpCon database in three formats: Table, Map, and Statistics.

Using Management Tools

The Management tools perform the functions listed below, depending on the active editor or view.

Using Matrix View

The Matrix view provides an alternative grid-format way to view and update job information.

Using Notification Manager

The Notification Manager is used to create groups based on Machine, Schedule, and Job status change events in OpCon, then define triggers to send notifications.

Using Operation Tools

The Operation tools perform the functions listed below, depending on the active view.

Using Operations

Operations functions: - Using Summary - Using Processes - Using Schedule Build - Using Agent Status

Using PERT View

The PERT view shows a schedule's individual jobs and job dependency relationships.

Using PERT View

PERT functionality renders on-demand diagrams that show job dependency relationships.

Using Pie Chart View

The Pie Chart view represents a schedule using colors corresponding to job statuses.

Using Plan Mode

The Plan mode in the Gantt chart can be used to alter a job's start time or run duration.

Using Processes

The Processes link opens the Processes page in Solution Manager.

Using Profile

The Profile link opens the Profile page in Solution Manager.

Using Properties for Automation

The values of properties can be retrieved by tokenizing the property name and using the token in Job Definitions, Schedule Completion Events, Job Events, External Events, and notifications defined in.

Using Quick Search

The Quick Search function displays a dialog to search for and edit schedules and/or jobs.

Using Report Management

Report Management enables administrators to view, add, delete, and edit report specifications in the database.

Using Reports

The Reports view is used to select and view reports.

Using Schedule Extract

The Schedule Extract is an Enterprise Manager plug-in that extracts information for a selected schedule and creates SMADDI XML format files.

Using Script Tools

The Scripts tools perform the following functions depending on the current screen.

Using Security Tools

The Security tools perform the following functions depending on the current screen.

Using Self Service

The Self Service link provides access to the Self Service page in Solution Manager.

Using Settings

The Settings link provides access to the Vision Settings page in Solution Manager.

Using Summary

The Summary link provides access to the Operations Summary page in Solution Manager.

Using the Application

For detailed information and procedures on using the Enterprise Manager application, refer to: - Working with Administration - Working with Operation - Working with Security - Working with Management.

Viewing a Job Output File

When OpCon runs a job, the agent on the target machine captures job output and saves it to one or more files.

Viewing and Updating Documentation

The Documentation panel in Master Job Definition displays documentation for the job and its frequencies, including clickable hyperlinks in Read-only mode.

Viewing and Updating Documentation

The Documentation panel in Daily Job Definition displays documentation for the job and frequency, including clickable hyperlinks in Read-only mode.

Viewing and Updating General Info

The section at the top of the Master Job Definition page displays general job details: - Schedule Name (read-only) - Job Name - Job Type (read-only) - Department - Access Code - Disable Build - Allow.

Viewing and Updating General Info

The Daily Job Definition page displays general job details at the top: - Scheduled Date (read-only) - Schedule Path (read-only) - Schedule Name (read-only) - Job Name (read-only) - Department -.

Viewing Job Configuration

The Operations module allows you to retrieve the configuration for a job if it: - is completed or has started - does not have a status of Waiting, On Hold, Cancelled, Missed Start Time, or Skipped To.

Viewing Job Output

The Operations module allows you to retrieve the output file(s) for a job if it: - is completed or has started - is not a NULL or Container job - does not have a status of Waiting, On Hold.

Viewing Master Schedule

Studio Canvas renders on-demand diagrams showing job nodes and job dependency relationships.

Viewing Vision Health

Vision Health provides a dashboard of historical data for completed Vision cards and a high-level view of data from the Operations module.

Working with Vision

Vision is an SMA Solution Manager module that allows you to define cards that show a summary of the status of all jobs with a matching tag and view the health of cards based on their historical.

z/OS Job Details

The information in this section applies to defining the z/OS Job Type information.