Quick Start Guide - · PDF fileAvailable From: Status option in the sidebar Status button on...

Infusient

Alchemy Enterprise Portal for CA AutoSys

Quick Start Guide

InfusientCA Elite ESP Partner

578 Washington Blvd. Suite 233

Marina del Rey, CA 90292

Tel: (310) 694-5046

Fax: (310) 820-0969

Sales: [email protected]

Support: [email protected]

www.infusient.com

Infusient

Copyright © 2008 Infusient. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

Logging into Alchemy

Type in the URL for Alchemy Enterprise Portal into the address bar on your browser.

Enter your user id and password when prompted.

Contact the Alchemy administrator if you do not have the Alchemy URL or need an user account.

Quick Start Guide Alchemy Enterprise Portal for CA AutoSys P1

Welcome to Alchemy Enterprise Portal Alchemy puts full functionality of CA AutoSys Workload Automation System at your fingertips

with dashboards, metrics, charts and reports.

Alchemy is web portal software. You need only a web browser and a user account to access it.

Sidebar Menu

You can optionally hide the sidebar menu and expand

your main application area by appending ?hide_sb=yes

to your URL like this :

www.example.com/ats/?hide_sb=yes

Alchemy Home Page The initial Alchemy screen displays a status summary of all AutoSys jobs by machine.

Top level application options are available in the sidebar menu. Most common functions are

also available via the icons on the top bar.

Topbar Menu

Hover your cursor over the icons

to see a brief description


Customizing Alchemy

Alchemy Administrators may customize the menu options available as well as the initial application screen.

Alchemy displays only the options you are authorized to use which means your version of Alchemy home page may look

significantly different that the default landing page shown above.

Top Level Application Menus Alchemy displays main application options on the sidebar menu.

Most common functions are also available via the icons on the top bar.


Menu Option Description TopBar Menu Icon

Job Entry Box Type a job name pattern to quickly see a list of matchingjobs. Percent (%) is the wild-card.

Summarize Pull-down

Job Status Summary by Machine, Owner, Team or other job attribute (page 4)

Job Search Advanced Job Search by selected attributes (page 7)

Job Panel Display AutoSys jobs in a split panel with list of jobs on top and details of selected job in the bottom

Schedule Forecast Scheduled Jobs and their dependencies in report and graph formats (page 8)

Weekly Run Calendar

Displays Job Activations in a Weekly Calendar - color-coded by status (page 10)

Monthly Run Calendar

Displays Job Activations in a Monthly Calendar - color-coded by status (page 10)

Running Jobs List of Running Jobs

Failed Jobs List of Failed Jobs

Run History Job Run Advanced Search by Selected Attributes

Timeline Job Run Durations in a Gannt Chart format - color-coded by status (page 11)

Status AutoSys Status Dashboard (page 6)

Event Monitor Monitor AutoSys Events in real-time (page 12)

Event Search Advanced Event Search by selected attributes

New Job Pull-down Create a new job of selected type (page 15)

Job Overrides Job Override History

Active Overrides Currently Active Job Overrides

Change Log Search Job Change History by change type, date or performing user (page 17)

Change Calendar Displays Job Changes on a Weekly Calendar (page 17)

Calendars AutoSys Calendars (page 18)

Available From:

Summarize Pull-down in the Sidebar

Machine and Owner Summary buttons on the topbar

Job Status Summary This flexible screen displays a real-time status summary of AutoSys jobs by a selected

dimension (default: machine). Click on the status totals to see the list of jobs in the given

status. Clicking on the main dimension takes you to the dashboard for that dimension.

Dashboards are available for machine, job owner, production team, job administrator, job

flow, job category and other job dimensions chosen by your Alchemy administrator.


Machine Summary

You can specify a refresh rate in seconds to view

job status updates continuously.

Job Admin Summary

Clicking on the name displays the job

administrator’s dashboard. All summary

dimensions have their own dashboards.

Drill-Down

Click on any of the status totals to drill-down to a list of

jobs that make up the selected category.

Available From:

Job Status Summary screen

Sidebar and topbar menus as defined by administrator

Dashboards Alchemy Dashboards deliver real-time performance metrics in interactive charts and

summary reports with drill-down to supporting data. The panels available for each role based

dashboard (machine, admin, team, department etc.) can be customized by Alchemy adminis-

trator to fit the requirements of target users. Administrators may also define new dashboards

and make them available to users in various application menus.


Interactive Charts

Click on a pie chart slice or bar chart column and you will

see the detail records (jobs, runs, events ec.) that make up

the given category.

Dashboard Menu

The menu options available on top of

each dashboard provide a launch pad to

other screens for the dashboard jobs

Available From:

Status option in the sidebar

Status button on the topbar

AutoSys Status This dashboard provides a birds-eye view of an AutoSys instance. The panels and options here

apply to all the jobs defined in the target instance.


Excel and PDF Export

Quickly convert your charts to Excel charts, export reports

to Excel or PDF. Click on the Excel and PDF icons on upper

right corner of each report or chart panel.

Searching for Jobs Job Search screen allows you look up jobs by any combination of job attributes. Select the

fields you would like to search on by clicking on their checkboxes then type-in or select the

search value for each field. You can also provide up to two fields to sort the result list in

ascending or descending order. The results are displayed in a report by default. This screen is

also utilized by other job screens to filter their result sets.


Available From:

Job Search option in the sidebar

Search button on the topbar

Other screens that allow dynamic filtering

Specify the Search Criteria

Select the checkbox for field(s) you want to search on

Type in or select the search criteria.

Use % sign as wild-card

Sort the Results

Specify up to two fields to sort by and the

sort direction (ascending, descending)

Schedule Forecast Schedule Forecast screen displays all the jobs scheduled to run in the given time window

(default: next 3 days) based on their date conditions. All their dependencies are also shown

either in a multi-level report or as a dependency graph.


Job Schedule Forecast Report

All scheduled jobs and their multi-level dependents are displayed on a tabular format.

Dep Level column shows the depth of the job from the top level scheduled job.

Check the Graph box in the parameters panel to view the job dependencies as a graph.


Schedule Forecast Dependency Graph

Multi-level job dependencies are plotted on a hierarchical graph where nodes are the jobs and the edges

are dependecies. The edges are color-coded by the type of dependency (green: success, red: failure etc.)

Jobs with dependencies are represented by rectangular boxes whereas the leaf nodes are elliptical.

The boxes are further color-coded by job owner or other attribute selected from Color Graph By pull-

down.

Click on the job node to view details of the job on the side panel

Different Layouts of Dependency Graph

Use these icons to redraw the graph in:

Radial Chart Layout•

Spring Tension Layout•

Concentric Circle Layout•

Available From:

Schedule Forecast option in the sidebar

Dashboard menus, Job report menu

Run Calendar Run Calendar makes it easy to see all job runs on a given week or month. The job activations

are sorted by their start time and color-coded by their status. Run Calendar allows navigation

to previous/next week or month and drill-down to run details.


Available From:

Run Calendar - Weekly & Monthly - options in the sidebar

Weekly Run Calendar button on the topbar

Dashboard menus, Job report menu

Weekly Run Calendar

Displays job name and the run start time in parenthesis.

Click on job name to view run history report for the

selected job

Monthly Run Calendar

Displays executed job name.

Place your cursor over the job name to view job

description, run start time and re-try count in a tooltip.

Job Status by the Colors

Visually identify job status by the job

name color.

Red is a failed run. Grey is success, Green is

scheduled to run.

See legend below the calendar for more

info.

Timeline Timeline provides job run durations on a Gannt chart. Timeline views let you change the level

of detail visible by changing the number of minutes allocated to each of 12 time periods on

the chart. Reduce the minutes to “Zoom In” and view more jobs that finish quickly. Increasing

minutes per bucket allows you see a bigger time span. Some numbers you may want to try:

20 - 4 hour view, 40 - 8 hours, 60 - 12 hours, 120 - 24 hours. You can navigate using the arrows

on both sides of From Date. Type the new date in From Date field to switch to another day.


Available From:

Timeline option in the sidebar

Timeline button on the topbar

Event Monitor Event Monitor makes it simple to view the stream of events generated by AutoSys

in real-time. Event Monitor displays all events for the past 5 minutes.

You can adjust the time window and refresh rate.


Available From:

Event Monitor option in the sidebar

Event Monitor button on the topbar

Event Window and Refresh Rate

You can control how frequently the screen is refreshed and how far back the events are displayed.

The parameter bar below the title lets you enter a refresh period in seconds (minimum 3 seconds) and the

time window is in minutes (default is 5).

Job Run Details

Click on the run number to see detail information about

the job run including start/end times, output and error

files and other events generated by the run.

Job Report Job Report list all the jobs matching the selection criteria in a tabular report format. Alchemy

reports are fully integrated with desktop productivity tools and can be exported to Excel for

analysis or to PDF for safekeeping and printing. The menu options on top of the screen pro-

vide shortcuts to other screens for the set of jobs displayed.


Available From:

Job Search option and job name box the sidebar

Search button on the topbar

Any summary report, chart or other widget with

drill-down

Build Your Own Report

Click on the Customize link to pick new report fields and rerun the report. You can save your

custom report as a live bookmark. Then share it with your coworkers or build a report repository

on your intranet site.

Job Info Job Info screen displays all relevant attributes for the selected job. The menu options below

the form lets you view job audit information (runs, events, change log, overrides), manage the

job (edit, delete, copy, send event) or view its dependencies.


Available From:

Job report or any other report, chart, or panel that

displays job name. Click on the job name link to view the

job details.

Different Layouts for Different Job Types

Job Info screen changes its layout based on job type to show you the most relevent information

about the job. For instance a command job will have the command attribute displayed whereas

a file watcher job shows the watch file. Box jobs display their sub jobs in a separate report under

the main panel.

Job Maintenance Alchemy makes it easy to create, edit, copy, or delete jobs via its secure interface which con-

trols job access at the field level and captures all job updates in its change log with user id,

timestamp and old/new values ensuring full SOX compliance.


Create a New Job

Select the job type from the New Job pull-down on the sidebar.

Alchemy prompts for the attributes required to create the type of job

selected.

Job is created via JIL and transaction is recorded in job history log

Copy a Job

Sometimes it is easier to just copy a job

to a new one and then change any

attributes that differ.

This is also a safer method to move a job

from development to test to production.

Sending Events

Alchemy lets you send events to jobs similar to AutoSys sendevent command.

After picking the event to send, type in a comment and optionally a time to

send the event. Alchemy automatically captures the perfoming user in the

event log.


Available From:

New Job option is available on the sidebar and topbar

All other maintenance options are on the Job Info screen

menu

Edit Job

Using Alchemy you can also edit AutoSys jobs. The list of editable job attributes is based on

the type of job, the configuration of your Alchemy instance and most importantly the roles

assigned to you. Since Alchemy provides field level security, the attributes available for up-

date or even whether editing a particular job is an option depends on the privileges granted

to your account.

Job Audit Trail Alchemy captures all user actions that impact a job in the history log. Activities to creating

jobs to editing them, from manually running a job to defining an override are added to job’s

permanent life-cyle record by user id, timestamp and old / new values where applicable.

You can also attach artifacts such as files, notes, web links or problem tickets directly to the

job ensuring a single-point of visibility for the job stream.


Available From:

Change Log and Change Calendar options are on the

sidebar.

Change Calendar button on the topbar

Searching the Job History Log

Alchemy lets you search the job changes by

the type of change (New, Edit, Delete etc.),

transaction date range, performing user id or

job name pattern.

Job Change Calendar

You can keep an eye on job updates using

Weekly Job Change Calendar which displays

all updates for the current week.

Use the arrows on the top to view the changes

for previous weeks.

Calendars Manage your AutoSys calendars with a couple of clicks. Alchemy lets you define calendars by

just selecting the dates from an annual calendar or copy an existing calendar into a new one

and mark the new dates. From viewing the jobs that utilize a calendar to listing calendar days

in a text box so that you can quickly cut and paste it; Alchemy makes it easy to control your

AutoSys calendars.


View AutoSys Calendars

Click on the Calendars option on the sidebar and you will see all the AutoSys calendars defined for the

current month. Select a calendar to see the calendar details and manage the calendar.

Calendar Management

Calendar Info screen shows an annual

calendar with the days in the AutoSys calendar

checked.

The menu on top of the screen lets you view

the list of jobs using the calendar, navigate to

previous or next year.

Using the calendar menu, you can also edit

the calendar, copy one calendar to another or

delete it.

The calendar days are also shown on a text box

at the bottom of the screen for cut and paste.


Available From:

Calendars option on the sidebar

Calendars button on the topbar

Editing AutoSys Calendars

Alchemy allows you to check off the dates on an annual calendar to define or maintain AutoSys calendars.

The dates currently defined in the calendar are highligted in red. You can also copy an existing calendar to

a new one and just mark the changes.

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