Creating a Scheduled Job
To schedule a ControlPoint operation:
1After initiating and specifying the parameters for a ControlPoint operation, open the Schedule section.
Note that, for some ControlPoint operations that are likely to be scheduled for purposes of compliance with corporate or regulatory policy, this section is labeled Enforce Policy.
2Enter a Job Name and Description.
TIP: Choose a brief but descriptive name that uniquely identifies the job. This will make it easier for you to identify it in the Schedule Monitor and Scheduled Jobs Report. If you choose to have the output posted to a SharePoint document library, the Job Name will also be used as the document Title.
3If you want the job to be active, make sure the Active box is checked.
NOTE: Once a scheduled job has been added, it can be activated or deactivated as needed.
4If you want to change the Output File Name, overwrite the default name.
CAUTION: The same default Output File Name is used for every action or analysis of a particular type. For example, whenever you schedule a Site Storage analysis, the default output file name is xcrSiteStorageReport, regardless of its scope, or who requested it. It is possible to have more than one job with the same output file name. Keep in mind, however, if more than one job with exactly the same output file name is posted to the same document library, an existing document will be overwritten with a more recent document with the same name.
5For ControlPoint analyses only:
a) If you want the date and time that the job is run to be appended to the file name, click the Include Date Time stamp in the file name box. (This will enable you to retain a historical record of analysis results that may be used as a record of compliance with policies or regulations.)
b)If different than the default, select an Output Type from the drop-down.
NOTES:
§If you choose CSV, output will be in the form of raw analysis data that can be imported into another program for further examination.
§If you choose SharePoint List, each individual data set within the analysis will be saved as a separate list. (The number of data sets depends on the complexity of the analysis.) You can also choose to Keep Previous Version as an alternative to Include Date Time stamp. If you check the Keep Previous Version box, ControlPoint will append a date and time stamp to all but the current version of the file name.
6Complete the Schedule Details as follows:
|
If you want to ... |
Then ... |
|---|---|
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run an operation one time only |
Enter or select a Start date ( |
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run an operation at regular intervals |
a.For Start, enter the first date ( b.Click the Recurring box. c.For Run every: ·enter the interval (as a positive integer) at which you want the job to run ·select an interval type (Hour, Day, or Month) d.For Until, enter or select the last date ( |
) and time (
).NOTE: Dates and times correspond to those of the server on which the ControlPoint scheduler is running.
7Complete the Distribution Details as follows:
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If you want to ... |
Then ... |
|---|---|
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have a notification email sent to one or more recipients when the job completes* (and, in the case of an analysis, have output included in the email as an attachment) |
complete the Send to:, Subject, and Message fields. (The From field will automatically be populated with the email address stored as that of the primary Site Collection Administrator for the ControlPoint Configuration site.) NOTE: You can either use the SharePoint People Picker as you would when selecting users on which to perform a ControlPoint action or analysis, or enter one or more email addresses (separated by semicolons), in the Send to field. |
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have analysis results posted to a SharePoint document library |
Complete the Add to Library or List field as follows: ·Click [Select] to display the Destination Selection Page pop-up dialog, and select a document library from the Destination Farm Tree. (Note that only lists and libraries within the current farm for which you have Full Control access display). ·Select a library from the tree (You can also enter a full or partial Name or URL to narrow your selection). ·Click [OK] to dismiss the dialog and populate the field with the full url path to the selected library. NOTE: When a document is placed into a SharePoint document library, the Output Filename becomes the document Name, and the Job Name becomes the document Title. |
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have data sets within analysis results saved as SharePoint lists |
Complete the Distribution Site field as follows: ·Click [Select] to display the Destination Selection Page pop-up dialog, and select a site from the Destination Farm Tree. (You can also enter a full or partial Name or URL to narrow your selection). ·Click [OK] to dismiss the dialog and populate the field with the full url path to the selected site. CAUTION: If you are scheduling an analysis to run on a recurring basis and choose to save previous versions, be aware that a large number of lists may accumulate on the selected site (especially if analyses with multiple data sets are run frequently). |
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have analysis results emailed to administrators responsible for sites within the selected scope |
check either or both of the following boxes: ·Send to Admins - Results will be emailed to recipients who meet the criteria for admins that the ControlPoint Application Administrator has defined for the ControlPoint Configuration Setting SiteAdminCriteria ·Send to Site Collection Admins - Results will be emailed to members of the Site Collection Administrators group. NOTE: Currently, ControlPoint does not evaluate membership in Active Directory groups. Therefore, emails will not be sent out to users whose permissions have been granted solely through membership in one or more Active Directory groups. |
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have a separate result set generated at each level of the hierarchy and email only the relevant result set(s) to the responsible administrator |
·check the Create Reports by Selection Hierarchy box. NOTES: ·This option is available only if Send to Admins has been checked ·This option is not available for all analysis types. ·Result sets will be generated at the lowest level of the hierarchy at which the report can normally be run. ·When this option is checked and an analysis is scheduled to run on a recurring basis, ControlPoint will re-evaluate the list of recipients every time the job is run. |
8To save the job, click [Schedule].
Once a scheduled job has been created, it can be accessed via the Schedule Monitor.
Generating a Scheduled Jobs Report
The Scheduled Jobs Report provides the same information as the Schedule Monitor.
To generate a Scheduled Jobs Report:
1From the Manage ControlPoint panel, choose Schedule Management and Logging > Scheduled Jobs Report.
If you want to change the default date range, enter or select a From "Next Run Date" and To "Next Run Date"
NOTE: Next Run Date identifies:
§the next date/time a Pending job is scheduled to run
§the last date/time a Retired or Inactive job ran
§the start date/time that an in-process job started running.
2Select one or more Status values from the list box. Use the information in the table below for guidance.
NOTE: You can select multiple status values using the [CTRL] or [SHIFT] in the conventional manner. If you want to view all scheduled jobs for the specified date range, select All.
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Status |
Description |
|---|---|
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Pending |
All jobs that are scheduled to run within the specified date range. Pending jobs include: ·one-time jobs that have not yet run AND ·recurring jobs that have not yet reached their End Date. |
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Running |
All scheduled jobs that are currently running (as long as the specified date range includes the current date). |
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Cancelling |
All running jobs for which the current instance is in the process of being cancelled. |
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Cancelled |
All jobs for which the last running instance was cancelled. |
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Inactive |
Jobs that are not currently active but were created or last ran during the specified date range. |
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Retired |
Jobs that finished running within the specified date range. Retired jobs include: ·one-time jobs that have already run AND ·recurring jobs that have reached their End Date. |
3If you want to further filter your results, use the information in the table below for guidance.
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If you want to ... |
Then ... |
|---|---|
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exclude site admin-specific "sub-jobs" that are created when a scheduled job is created with the Create Reports by Selection Hierarchy box checked |
check the Exclude Child Jobs box.. |
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include only jobs of one or more specific types (Actions, Alerts, and/or Reports) (all job types are included by default) |
highlight the job type(s) you want to include in the Include Job Type(s) list box. |
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display only jobs whose name includes a specified text string |
complete the Job Name Includes: field with a full or partial job name. |
Now you can:
·run the operation immediately (by clicking the [Run Now] button)
OR
·schedule the operation to run at a later time or on a recurring basis.
OR
·save the operation as XML Instructions that can be run at a later time.
From Scheduled Jobs Report results you can view a job's run history.
Monitoring Scheduled Jobs
The Schedule Monitor lets you view the status of scheduled jobs over a specified date range. From the Schedule Monitor you can link to pages that let you:
·view/edit the details of a scheduled job
·delete scheduled jobs
·link to detailed run history of a job
NOTE: If you are a Farm Administrator, you will be able to view all scheduled jobs; otherwise, you will only be able to view jobs that you submitted.
To access the Schedule Monitor:
1From the Manage ControlPoint panel, choose Scheduled Management and Logging > Schedule Monitor.
By default, the Schedule Monitor grid displays jobs that are scheduled to run within the next seven days.
2If you want to change the default date range, do one of the following:
§To include jobs within a specified date range:
a)Enter or select a From "Next Run Date" and To "Next Run Date"
b)Click [Refresh Display].
§To include all jobs regardless of the run date, click [Set range to show all dates].
NOTE: Next Run Date identifies:
§the next date/time a Pending job is scheduled to run
§the last date/time a Retired or Inactive job ran
§the start date/time that an in-process job started running.
3Select one or more Status values from the list box. Use the information in the table below for guidance.
NOTE: You can select multiple status values using the [CTRL] or [SHIFT] in the conventional manner. If you want to view all scheduled jobs for the specified date range, select All.
|
Status |
Description |
|---|---|
|
Pending |
All jobs that are scheduled to run within the specified date range. Pending jobs include: ·one-time jobs that have not yet run AND ·recurring jobs that have not yet reached their End Date. |
|
Running |
All scheduled jobs that are currently running (as long as the specified date range includes the current date). |
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Cancelling |
All running jobs for which the current instance is in the process of being cancelled. |
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Cancelled |
All jobs for which the last running instance was cancelled. |
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Inactive |
Jobs that are not currently active but were created or last ran during the specified date range. |
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Retired |
Jobs that finished running within the specified date range. Retired jobs include: ·one-time jobs that have already run AND ·recurring jobs that have reached their End Date.
IMPORTANT: Any Discovery job that was scheduled prior to version 8.7 will display in Retired status and can be deleted but not edited. |
4If you want to further filter your results, use the information in the following below for guidance.
|
If you want to ... |
Then ... |
|---|---|
|
exclude site admin-specific "sub-jobs" that are created when a scheduled job is created with the Create Reports by Selection Hierarchy box checked |
check the Exclude Child Jobs box. |
|
include only jobs of one or more specific types (Actions, Alerts, and/or Reports) (all job types are included by default) |
highlight the job type(s) you want to include in the list box. |
|
display only jobs whose name includes a specified text string |
complete the Job Name Includes: field with a full or partial job name. |
The Schedule Monitor displays the following information:
·Job Name
·Job Type
·an indication of whether the job is Active (checked) or inactive (unchecked)
·Schedule Status (Pending, Running, Retired, or Inactive)
·Scheduled Start date and time
·the Schedule End date and time which, for recurring jobs, displays the last date and time that the job is scheduled to run.
NOTE: For one-time jobs, the Schedule End date and time (which displays as an hour later than the Schedule Start) has no significance.
·a checkbox indicating whether the job is one-time (unchecked) or Recurring (checked)
·for recurring jobs, the Interval and Interval Type (Hour, Day, Week or Month)
·Last Run Date and time
·Last Run Status (Complete, Failed, Started, Cancelling, or Cancelled)
·Next Run Date, which identifies:
§the next date/time a Pending job is scheduled to run
§the last date/time a Retired or Inactive job ran
§the start date/time that an in-process job started running.
·the User who scheduled the job.
·an indication of whether or not the scheduled job was created with the Run by hierarchy option
·if the job is an instance of a ControlPoint Governance Policy, the name of the Policy Instance.
You can:
·sort by clicking on a column header
·change the order of columns by dragging and dropping.
From the Schedule Monitor you can:
·set the Schedule Monitor grid to Auto Refresh
·open a job for viewing/editing
·cancel or delete one or more jobs
Viewing/Editing a Scheduled Job
From the Schedule Monitor, you can access a scheduled job whose details you want to view or edit.
To access a scheduled job's details:
From the Schedule Monitor, click the job's Edit link.
The job opens in a separate browser window.
To edit the job:
1Modify the appropriate fields within the Schedule or Enforce Policy section.
2To save changes, click [Update].