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A record is an entry in the Universal Controller database. Most records are created by the user via the user interface, but others (such as Agent records) are created by the Controller.
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- Fields with names followed by an asterisk ( * ) are required.
- Gray fields are read-only.
- White fields are editable. They may accept any value or only values selected from a drop-down list.
- Some fields provide a drop-down list of values, which are the only selections available for that field.
- Some fields contain a default value.
- Some fields provide hints that describe value to be entered/selected for that field.
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Each tab displays a list of records that have been user-defined to be associated with the record. For example, the Triggers tab for a task would list any trigger records that specify this task in its trigger Details.
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You can choose to display Metadata automatically via the Show Metadata Universal Controller system property, and you can override the Show Metadata property setting via the Show Metadata user preference. |
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Step 1 | Open the record that you want to copy. |
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Step 2 | In the <record> Name field, enter a new name for the record. |
Step 3 | Right-click in the Details and then click Insert on the Action menu. The displayed record becomes a copy of the record you selected and is added to the list. |
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To copy a Report or Filter, you must use the Save As... button in the record Details, which lets you save the record under a different Title (for Reports) or Name (for Filters) and/or as being visible to different users. |
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Step 1 | From the Administration navigation pane, select Configuration > Server Operations. The Server Operations list displays. |
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Step 2 | Run the Purge Versions server operation to purge versions that exceed the maximum number of records allowed, as defined by the System Default Maximum Versions Universal Controller property. |
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Two properties are available that allow you to control if and when the Controller automatically creates a new version of a record (and all its associated records):
- The Automatically Create Versions Universal Controller system property (true or false) determines whether modifications to the record itself will cause the Controller to create a new version of the record. The default value is true. If this property is set to false, the Controller does not create versions.
- The Create Version On Related List Change Universal Controller system property (true or false) determines whether changes, deletions, or additions to a related list will cause the Controller to create a new version of the record. For example, if this property is enabled, the Controller will create a new version of the task and all its associated records when the user adds a variable to the task, deletes a Note, or changes an Email Notification. The default value is true. If this property is set to false, and the Automatically Create Versions property is set to true, the Controller creates a new version only if the base record is updated.
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You can update multiple records from any of the following lists:
- Agents list for any Agent type (Credentials field and Member of Business Services field only)
- All Agents list (Credentials field and Member of Business Services field only)
- Tasks list for any task type
- All Tasks list
- Triggers list for any trigger type
- All Triggers list
- Database Connections, Email Connections, PeopleSoft Connections, and SAP Connections lists
- SNMP Managers list
- Credentials list (all fields except Type and Key Location (FTP only))
- Email Templates list
- Global Variables list
- Scripts list
- Users (these fields only: Active, Command Line Access, Department, Locked Out, Manager, Password, Password Requires Reset, Time Zone, Web Browser Access, Web Service Access)
- Virtual Resources list
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If you are updating multiple records on the All Tasks list or All Triggers list, the Update / Update Filtered dialog contains only fields that are common to all types of tasks or triggers.
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