BMC Control-M Self Service 9.0.00.500 Setup Guide
Pubblicità
Pubblicità
Control-M Self Service
9.0.00.500
Setup Guide
June 2017
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Contents
6
1
Self Service setup overview
1
Control-M Self Service is a Control-M Add-on, which enables business users to view and perform actions on jobs through a service view, accessible via a web browser or mobile app.
Using a business-oriented service view for jobs, users can find jobs related to a certain function or task, identify and resolve problems, and order ad-hoc jobs.
As an administrator, these are the main procedures you need for installing and setting up Self Service:
Installing Control-M Self Service on Windows (on page 7 ): Describes how to install Self Service on
Windows.
set them up.
groups.
web component.
parameters, such as site language, color, and logo path.
Installing Control-M Self Service on Windows
This procedure describes how to install Control-M Self Service on a Control-M/EM server on Windows, which enables you to start working with Control-M Self Service.
Before you begin
Ensure that the database server that contains the Control-M/EM database is up and running.
Verify that either the default web server port 18080 or another configured port that you want to use is open.
Download the Control-M Self Service installation files (see Product Distribution in the
Control-M
Release Notes
).
To install Control-M Self Service on Windows:
1.
Double-click the setup.exe file that you downloaded or obtained from the Control-M Self Service
activation CD.
A confirmation message appears.
2.
Click Run.
The Control-M Self Service Installation wizard appears.
3.
Follow the on-screen instructions until the installation is complete.
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Control-M Self Service Setup Guide
In the last screen of the installation you will find the URL to provide to users for accessing the
Control-M Self Service web component.
You can also find the URL by opening the Control-M Configuration Manager, and under All
Components, select and right-click Web Server, and Web server URLs.
4.
Click Done.
5.
To verify installation, open the Control-M Configuration Manager, and verify that Self Service Server and Web Server components are with a state of Up.
Installing Control-M Self Service on UNIX
This procedure describes how to install Control-M Self Service on a Control-M/EM server on UNIX.
Before you begin
Ensure that the database server that contains the Control-M/EM database is up and running.
Verify that either the default web server port 18080 or another configured port that you want to use is open.
To install Control-M Self Service on UNIX:
1.
Mount the installation CD from the root user and log off the root user before continuing with the installation.
2.
Log in to the Control-M/EM account.
NOTE: If you are using the Graphical User Interface, set the environment variable DISPLAY to value
<hostName>:0.0. It is not necessary to set DISPLAY for console mode or silent mode. (For more information, see Setting environment variables in UNIX.)
3.
Type the following command:
<cdPath>/setup.sh
4.
Follow the on-screen instructions until the installation is complete.
In the last screen of the installation you will find the URL to provide to users for accessing the
Control-M Self Service web component.
You can also find the URL by opening the Control-M Configuration Manager, and under All
Components, select and right-click Web Server, and Web server URLs.
5.
To verify installation, open the Control-M Configuration Manager, and verify that Self Service Server and Web Server components are with a state of Up.
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Control-M Self Service Setup Guide
Distributing the Control-M Self Service app for Android
This procedure describes how to distribute the Control-M Self Service app for Android to your users in your organization.
NOTE: The Control-M Self Service app does not support self-signed certificates. You must use a certificate signed by a verified CA.
To distribute the Control-M Self Service app for Android:
1.
Download the Android app installation package (apk) from the EPD.
2.
Wrap the apk with an additional layer provided by the Mobile Device Manager (MDM) used in your organization (optional).
3.
Sign the apk with your organization's digital signature (optional).
4.
Place the apk in your internal app store for users to install.
Distributing the Control-M Self Service app for iOS
This procedure describes how to compile and repackage the Control-M Mobile app with your Apple
Enterprise License and distribute it as an in-house App to users in your organization.
NOTE: The Control-M Self Service app does not support self-signed certificates. You must use a certificate signed by a verified CA.
Before you begin:
A Mac computer installed with the latest xcode IDE (version 5 or higher).
An installed code signing certificate for your required distribution method
A bundle identifier that islinked with the signing certificate.
To distribute the Control-M Self Service app for iOS:
1.
Download the Mobile Integration Kit from the EPD.
2.
On your Mac, extract the downloaded file and run the installation.
The installation creates a zipped file on your Mac’s root drive.
3.
Extract it to your preferred location.
4.
Open the project in xcode and double click the xcodeproj file.
The xcode opens with the integration kit project.
5.
Set your app to be signed with your certificate as follows: a.
In the left pane, select the File view. b.
Select the main project. c.
In the main area, select Build Settings. d.
In the search field, type code signing. e.
Set the code signing identity to yours.
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Control-M Self Service Setup Guide
6.
Change the app ID to match the ID in your certificate, as follows: a.
Select the General section in the main area. b.
Select Bundle Identifier, and set it to your identifier.
7.
Build your app as follows: a.
From the Top menu, click Product, then click Archive. b.
Follow the instructions to select your distribution method and select your code signing identity.
8.
Save the app to your preferred location.
Service definitions and rules
Users of Self Service view their jobs through services that are created in the Service Definition Manager or through the job search panel..
In the Service Definition Manager, you can create, edit, and delete the following entities:
Service definitions: Service definitions determine which jobs and services are visible to Self Service users. A service is a group of one or more jobs that are aggregated based on job filtering criteria,
Order date, SMART folder, or a job.
You can create services for specific jobs within a broader process, such as just the calculations in an inventory process, or just the file transfers. If you need a service for an ad-hoc requirement, such as generating a report, you can create an orderable service.
EXAMPLE:
You can create a service for a subsystem of the HR application called
HR_Sb1
, which includes all calculation jobs associated with the HR application, and that include the prefix
Sb1 in their job names.
Service Rules: You can create a service rule to automatically generate new services based on filtering and grouping criteria, rather than create individual services one by one. Every time a new job matches the service rule criteria, it is added to a newly created service.
EXAMPLE:
Using the example above, if the first three characters in the job names of the HR application represent the HR subsystem, you can create one rule that will instantly create a service for each subsystem in the HR application regardless of the number of subsystems that exist, without the need to define a service definition for each subsystem. The service rule will analyze all the jobs in the HR application, and adjoin the jobs to services according to their first three characters.
Creating a service definition
This procedure describes how to create a service definition in the Control-M client.
To create a service definition:
1.
Open the Control-M client.
2.
From the Tools domain, select Service Definitions.
The Service Definition window appears.
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Control-M Self Service Setup Guide
3.
Select New Service Definition.
The Service Definition dialog box appears.
4.
In the Name and Description fields, type the name and description of the service.
5.
Select one of the options described in Service options (on page 12 ).
6.
Click Next.
The Selection window appears.
7.
Select the jobs that you want to attach to this service by doing one of the following:
• If you selected Service based on filter or Service per ODAT based on filter, type or select the required values, as described in Parameters
,
click Advanced Filtering, and go to step 8.
• If you selected Service per SMART Folder or Service per job, type or select the required values, as described in Parameters, and go to step 9.
8.
To add a filter, which includes or excludes jobs, do the following in the Including Terms or
Excluding Terms area: a.
In the Field column, select a job property. b.
In the Operator column, select the operator that you want to use. c.
In the Value column, type a value for the job property. d.
Repeat step a through step c as necessary. e.
If you want to add another group of fields which, when met, can include more fields, even if the other group of fields do not meet the conditions, click .
Jobs that match the excluding filter are not included in the service, even if they match the including filter. The service only includes jobs that match the including filter, but don't match the excluding filter.
9.
Click Next.
The Orderable Parameters window appears.
10.
Click .
The Orderable Parameter dialog box appears.
11.
click OK.
Orderable parameters can be used to send variable parameters to the SMART Folder or job of the service when a service is ordered by a Control-M Self Service user.
12.
Click Finish.
The service definition is created and added to the Service Definition Manager.
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Control-M Self Service Setup Guide
Service options
The following table describes options for creating a service:
NOTE: Control-M Self Service users cannot hold or release services that are not based on a job or a
SMART folder.
Option
Service based on filter
Service per ODAT based on filter
Service per SMART Folder
Service per job
Orderable
Description
Determines which jobs are part of a service based on the selected filters. For a detailed description of these filters, see
Parameters
.
Creates a separate service instance for all jobs that matches the selected filters and have different ODAT values.
Creates a separate service instance for every instance of a
SMART Folder, defined in the Filter tab, which enters Active
Jobs.
To group jobs to a SMART Folder, see Creating a job and
Creating a regular folder.
Ensure that each orderable service is a unique entity, and not dependent on conditions from another service.
Creates a separate service instance for every instance of a job, defined in the Filter tab, that enters Active Jobs.
Enables users from the Self Service web/mobile clients to order this service to the active environment.
This feature is enabled only if you select Service per
SMART Folder or Service per job. For these service types, a specific SMART folder or job is ordered when the service is ordered.
If you select this option, the Orderable Parameters tab appears.
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Control-M Self Service Setup Guide
Orderable Parameter fields
The following table describes orderable parameters to set when creating a new orderable service:
Field
Name
Display Name
Description
Defines the Variable name of the service parameter
Defines the display name of the Variable that appears for the Control-M Self Service end user when ordering a service
Type
Required
Validation
Default Value
Determines whether the Variable is a string, integer, Yes/No or is a enumerated value
Determines whether a Control-M Self Service user must enter a value for this service parameter
Determines the possible values based on the selected parameter type:
Note: For enumerated fields, possible values must be separated by a comma. For Yes/No fields, the value determines the Variable value that is used when the user selected Yes or No when ordering the service.
Shows the default value of the Variable, as defined in the job or SMART folder definition
Creating a service rule
This procedure describes how to create a service rule, which enables you to manually or automatically generate services for jobs.
To create a service rule:
1.
From the Tools domain, select Service Definition Manager.
The Service Definition Manager window appears.
2.
Click New Service Rule.
The Service Rule wizard appears.
3.
In the Name and Description fields, type the name and description of the service rule.
4.
Do one of the following:
• If you want Control-M/EM server to automatically generate services by inspecting the jobs in
Active Jobs, leave the Active checkbox selected, and click Next.
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Control-M Self Service Setup Guide
• If you want to manually create services for job definitions, clear the Active checkbox, and click
Next.
The Selection window appears.
5.
Apply filters on jobs that are relevant for the service rule, and then click Next.
For a detailed description of these fields, see Parameters. If you want more job filters, select More.
The Grouping window appears.
6.
Select one of the following:
• Group jobs to services according to: Determines which jobs are part of a service based on the selected fields. For a detailed description of these fields, see Parameters
For each grouping field, you can determine whether the grouping is according to the entire value of the field, or according to the first or last letters of the field's value.
EXAMPLE:
If you group by the first 3 letters of the Application field, jobs with Application BACKUP01 and BACKUP02 will be in the same service, but jobs with Application BATCH_JOBS will be in a different service.
•
•
Generate service per SMART Folder: Generates a separate service instance for every SMART folder that enters Active Jobs that matches your filtering criteria.
Generate service per job: Generates a separate service instance for every job that enters
Active Jobs that matches your filtering criteria.
7.
Click Next.
The Properties window appears.
8.
Define a format for service name and description of the generated service definitions.
The maximum character length for the service name is 200 and 400 for the description. You can use field placeholders which are replaced by actual job attributes in the generated services.
EXAMPLE:
The format name
Service for {Application} in {Sub-application}
creates a service named
Service for app1 in Sub-app1
that contains jobs with Application=app1 and
Sub-application=sub-application1
If you group according to the first or last letters of the field's value, the placeholder is replaced by the first or last letter. In the first example of this procedure,
Service for
{Application}
is replaced with
Service for BAC
and
Service for BAT
for the two generated services.
9.
Do one or more of the following:
• To enable Control-M Self Service users to order the generated services, select the Orderable checkbox.
This option is only enabled if you selected Generate service per SMART Folder or Generate
service per job in the Grouping window and the Active checkbox is not selected in the
General window.
• To automatically add orderable parameters to the generated orderable services, select the Add
automatically orderable parameters to each service.
The generated parameters are taken from the Variables of a service's SMART Folder or job definition. This option is only enabled if the Orderable checkbox is selected.
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Control-M Self Service Setup Guide
• To generate a separate service instance for each ODAT, select Service Instance Per ODAT.
This option is only enabled if you selected Group jobs to services according to in the
Grouping window.
10.
Do one of the following:
• If the Active checkbox in the General window is not selected and you want to manually create service definitions from the service rule, see Generating services from a rule.
• If the Active checkbox in the General window is selected and you want to automatically create service definitions from the service rule, click Finish.
The service definitions are automatically created. When a job that belongs to a service rule enters
Active Jobs, the service appears in Control-M Self Service.
Services that are automatically generated for active rules are maintained by the Control-M/EM server and do not appear in the Service Definition Manager window. They are only visible in Control-M
Self Service.
• To review the possible services, click Next.
The Review Services window appears.
11.
To view the jobs in each service:
•
•
To view jobs of the selected service that are in the active jobs database, select Active.
To view jobs of the selected services that are not in the active database, select Definition.
The service rule is saved and appears in the Service Definition Manager.
Service authorizations
Service authorizations grant users or groups of users access to view services, perform job actions, order, hold, and release services.
When you add a service user authorization, the user automatically receives permission to view orderable and non-orderable services that the user ordered.
NOTE: BMC Batch Impact Manager services appear by default in the Control-M Self Service GUI application and override any service authorization limitation.
NOTE: If you want to utilize LDAP/active directory for adding your users, see Defining LDAP system parameters.
The following procedures describe how to assign, edit, and delete service authorizations:
Assigning a Service authorization (on page 16 )
Editing a Service authorization
Deleting a Service authorization
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Control-M Self Service Setup Guide
Assigning a Service authorization
This procedure describes how to assign a Service authorization for a Control-M/EM user or group, which enables you to limit the actions a user can perform on a Service.
The options in the Active area of the Services window define the permissions that the specified user/user group can perform on a service in the Control-M Self Service GUI application. The options in the
Definitions area of the Services window determines the access level on a service in the Service definition manager.
To assign a Service authorization:
1.
Open the Control-M Configuration Manager.
2.
From the Security tab, in the Security group, click Authorizations.
The Control-M/EM Authorizations window appears.
3.
Do one of the following:
•
•
If you want to define a Service authorization for a Control-M/EM user, select the Users tab and double-click the user that you want to apply an authorization.
If you want to define a Service authorization for a Control-M/EM group, select the Group tab and double-click the group that you want to apply an authorization.
4.
Select the Services tab and click .
The User Authorizations: Services dialog box appears.
5.
In the Service field, type the names or name patterns for services.
NOTE: You can use pattern matching strings and an * to denote all values, as described in Pattern matching strings.
6.
In the Active area, select all the permissions and access level that apply to this user, as described in
Service authorizations field descriptions (on page 17 ).and then click OK.
When you add a service user authorization, the user automatically receives permission to view non-orderable services and orderable services that the user ordered.
The Service authorization appears in the User Authorization: <
Control-M/EM user
> window.
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Control-M Self Service Setup Guide
Service authorizations field descriptions
The following table describes Service authorizations field descriptions.
Field
Drill Down to view jobs
Description
Enables the user to view jobs in Control-M Self Service and
Control-M.
To enable this permission, you need to select at least a Browse access level from the Active tab, as described in Active authorizations.
Run orderable services
Hold
Release
View orderable services that were started by other users
Enables the user to order a service in Control-M Self Service.
To enable this permission, you need to associate this user to the Run as User of the service in the Owner tab, as described in Run as user authorizations.
Enables the user to hold a service, which stops the service from running.
To enable this permission and other job actions, you need to select the required permissions for this user from the Active tab, as described in Active authorizations.
Enables the user to release a service, which frees it from being held and is available to run again.
To enable this permission and other job actions, you need to select the required permissions for this user from the Active tab, as described inActive authorizations.
Enables the user to view services that were ordered by other users
Access Level Determines one of the following access levels for each user and group:
None: Disables the user from viewing, adding, editing, and deleting objects in Control-M
Browse: Enables the user to view and refresh objects in
Control-M
Update: Enables the user to add and edit objects in
Control-M
Full: Enables the user to add, edit, and delete objects in
Control-M
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Control-M Self Service Setup Guide
Control-M Self Service web component security
The Control-M Self Service web component supports communicating with the Control-M/EM GUI Server with SSL using JacORB implementation of CORBA.
SSL parameters for JacORB can be found in the jacorb.properties file located in the following directory:
<Control-M/EM_directory>/etc/jacorb.properties
For a description of SSL parameters for JacORB in the jacorb.properties file, see SSL parameters for
NOTE: For information on creating a keystore for use with the Control-M Self Service web component, see Exporting or importing private/public keys.
SSL parameters for JacORB
The following table describes SSL parameters for JacORB in the jacorb.properties file.
Parameter jacorb.security.support_ssl
Description
Indicates whether SSL is enabled. Valid values: on (use the SSL protocol), off (use the TCP/IP protocol). Default:
off. jacorb.security.keystore jacorb.security.keystore_ password
Contains the full path and name of the keystore file.
Contains the keystore file password.
Configuring Control-M Self Service web component to work with SSL
This procedure describes how to configure Control-M Self Service web component to work with SSL.
To configure Control-M Self Service web component to work with SSL:
1.
In the jacorb.properties file, set the jacorb.security.support_ssl parameter to on.
2.
JacORB SSL clients on IBM must set the following parameters in jacorb.properties file (for IBM JSSE implementation): jacorb.security.jsse.server.key_manager_algorithm=IbmX509 jacorb.security.jsse.server.trust_manager_algorithm=IbmX509
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Control-M Self Service Setup Guide jacorb.security.jsse.client.key_manager_algorithm=IbmX509 jacorb.security.jsse.client.trust_manager_algorithm=IbmX509
The default value for all the above parameters above is SunX509 (Sun JSSE implementation).
3.
Continue with Configuring Control-M/EM Web Server to work with HTTPS
Defining Control-M Self Service parameters
This procedure describes how to define Control-M Self Service system parameters, such as site language, color, and logo path.
To define Control-M Self Service parameters:
1.
Open the Control-M Configuration Manager.
2.
From the Components Tree pane, select the Control-M/EM component and from the Home tab, in the Definitions group, click System Parameters.
The Control-M/EM System Parameters dialog box appears.
3.
In the left pane, click Self Service.
4.
5.
Click Activate Changes.
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Control-M Self Service Setup Guide
Control-M Self Service system parameters
The following table describes Control-M Self Service system parameters. To define these parameters, see
Defining Control-M Self Service parameters (on page 19 ).
Parameter
Site Logo Path
Description
Defines the location of your organization’s logo that is displayed in the Control-M Self Service site.
Example: D:\images\logos\SLS_Custom_Logo.png
Note the following:
The maximum size is 100w X 20h pixels.
The logo file must be in png or jpg format.
Site Login Logo Path
Background Color
Site Interface Language
Refresh Rate
Defines the Login Logo path, where the site login logo is located.
Determines the background color of the Control-M Self
Service site
Determines the language of the Control-M Self Service site
Determines the number of seconds that the service automatically refreshes the jobs and services in the
Control-M Self Service site
Maximum number of jobs in
Tile view
Determines the maximum number of jobs that can appear in
Tile view of the Jobs view in the Control-M Self Service site.
If there are more jobs in the service than the number defined here, you might experience low performance. When the number of jobs exceed its limitation, a warning message appears and the user is prompted to select Simple Tile view.
Maximum number of services in view
Determines the maximum number of services that can appear in the Map view of the Services view in the Control-M
Self Service site.
If there are more services than the number defined, you might experience low performance. When the number of services exceed its limitation, a warning message appears and the user is prompted to select List view.
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Control-M Self Service Setup Guide
Parameter Description
Output automatic load limit Determines the size of the output (in bytes) that determines whether Control-M Self Service sends an output download confirmation message to the user.
This occurs when the user attempts to download an output in the Control-M Self Service site.
Job Primary Field Determines whether the JobName or MemName is displayed as the title of the job.
Note: If JobNameMemName is selected, then Control-M
Self Service displays JobName for Distributed jobs and
MemName for Control-M for z/OS jobs.
User Inactivity Timeout
Administrator Mail
Determines the number of minutes that Control-M Self
Service remains idle before the user is automatically logged out.
Defines the Control-M Self service administrator email address that appears in login page
Support/Helpdesk Info Describes general support information, such as help desk phone number and administrator extension that appears in the Control-M Self Service login page
Enabled Job Actions Determines whether the following job actions are enabled in the Control-M Self Service site:
Hold
Release
Confirm
Rerun
Restart
Kill
Order Now
Set to OK
Update
Archive Search
21
Control-M Self Service Setup Guide
Parameter Description
Service Rule Review Source Determines whether the Service Rule wizard inspects one or more of the following for review in the Review and
Generate Services window:
Jobs Definition: Inspects the job definitions in the
Control-M/EM server
Jobs on Active Jobs database: Inspects the jobs in
Active Jobs
Control-M Self Service parameters
After modifying Control-M Self Service parameters, stop and restart the Self Service Server component for the changes to take effect.
For a description of all other Control-M Self Service system parameters, see Defining Control-M Self
Service parameters (on page 19 ).
Parameter
DetectInterval
Description
Determines the interval for recalculating the status of a service.
Valid values: Time in the format of HH:MM:SS
Default: 00:01:00
MftSearchResponseTimeo
ut
Determines the number of seconds before a timeout for an
MFT search request.
Default: 60
SLSUserName Defines the username of the Control-M Self Service server when it connects to the GUI server.
Valid values: String expression.
Default: slsuser
DisplayOrderAsIndepende
ntFlow
Determines if a flow in a folder is ordered uniquely. A unique suffix is added to every condition name. Order as
independent flow checkbox appears in the Service
Ordering window.
Valid values: Checkbox
Default: No
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