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For a List

Right-click a column header to display an Action menu containing a set of actions that you can apply to that column or to the entire list.

For a Record

Either:

  • Right-click a record on a list.
  • Right-click anywhere in the record Details.


Note
title-Note
title-Note

The list of actions on an Action menu for a record may differ depending on whether you accessed the menu from the records list or from the record Details.


...

The following is a sample Action menu for an individual record selected on a list: 

Image RemovedImage Added

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Actions
Actions
Actions

...


ExportExportImage RemovedImage RemovedImage RemovedAgents listsUsers listUpdates all records in the list that match the current filterImage Removed

Action

Availability

Description

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Multiple Record Types
Multiple Record Types
Multiple Record Types



Anchor
Add Folder
Add Folder

  • Automation Center Navigation pane

Adds a new folder to the Automation Center navigation pane via the Navigation Tree Configuration.

Anchor
Add To Bundle
Add To Bundle

For any type of record that can be added to a Bundle:

  • Record on any list
  • Record Details

Adds this record to any existing Bundle.
 
This action is enabled only if a user has the ops_bundle_admin role or at least one Bundle Update permission assignment.

  • For a user with the ops_bundle_admin role, the Add To Bundle dialog allows selection of any pre-existing Bundle.
  • For a user without the ops_bundle_admin role but at least one Bundle Update permission assignment, the Add To Bundle dialog allows selection of pre-existing Bundles for which the user has Read permission.

Only users with the ops_bundle_admin role or Update permission for the bundle can add definitions to the Bundle.

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Auto Fit
Auto Fit

  • Lists

Left-adjusts all columns in the list to their smallest size that still displays the full column name and column details for all records in the list.

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Auto Fit All Columns
Auto Fit All Columns

  • Lists

Adjusts all Auto Fitted columns back to their original size.

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Clear Sort
Clear Sort

  • Lists

Clears the temporary sort levels that you created via the Configure Sort action.

Anchor
Close
Close

  • Record Details pop-up

Closes the Details pop-up of any record.

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Columns
Columns

  • Lists

Displays a list of all available columns that can be displayed for this list. Click any column in the list to display / remove it.

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Configure Navigation Tree
Configure Navigation Tree

  • Automation Center Navigation pane

Displays the Navigation Tree Configuration dialog, which allows you to configure the Automation Center navigation pane.

Anchor
Configure Sort
Configure Sort

  • Lists

Sorts a list according to temporary, user-defined sort levels for a column on the list (see Configure a Multi-Level Sort).

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Copy
Copy

  • Record on any list
  • Record Details

Creates a copy of the selected record, which you are prompted to rename.

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CSV
CSV

  • Lists

Exports records on a list in CSV (comma-separated values in an Excel file) format (see Exporting Records to an Output File).

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Details
Details

  • Record on any list
  • Record Details

Displays a menu of the following actions:

Anchor
Delete
Delete

  • Record on any list
  • Record Details

Deletes the selected record.(s).

Anchor

Download

Download

  • Lists

Exports records on a list in either of seven formats (as available for the type of record in the list):

Anchor
Hide AllHide All
  • Automation Center Navigation pane

Image Added

  • Records on any of these lists:
    • Agent Clusters list
    • Bundles list
    • Business Services
    • Calendars
    • Connections lists (Database, Email, PeopleSoft, SAP)
    • Credentials list
    • Custom Days
    • Email Templates list
    • OMS Servers list
    • Promotion Targets
    • Scripts list
    • SNMP Managers list
    • Tasks lists
    • Triggers lists
    • Variables list
    • Virtual Resources list
  • Record Details of these record types
Downloads the selected record(s) to a zip file on your local file system.

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Download Filtered
Download Filtered
Image Added

  • Records on any of these lists:
    • Agent Clusters list
    • Bundles list
    • Business Services
    • Calendars
    • Connections lists (Database, Email, PeopleSoft, SAP)
    • Credentials list
    • Custom Days
    • Email Templates list
    • OMS Servers list
    • Promotion Targets
    • Scripts list
    • SNMP Managers list
    • Tasks lists
    • Triggers lists
    • Variables list
    • Virtual Resources list

Downloads all records in the list that match the current filter to a zip file on your local file system.

Image Added

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Export
Export
Image Added

  • Lists

Exports records on a list in either of seven formats (as available for the type of record in the list):

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Hide All
Hide All
Image Added

  • Automation Center Navigation pane

Hides all folders and items in the Automation Center navigation pane as selected via the Navigation Tree Configuration.

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Hide Metadata
Hide Metadata

  • All record Details

Hide Metadata for these Details.

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Hide Selected
Hide Selected

  • Automation Center Navigation pane

Hides folders and items in the Automation Center navigation pane that have been selected to be hidden via the Navigation Tree Configuration.

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Import
Import

  • Lists

Imports valid XML files (usually from an Export) from a user-defined location to a list.
 
Import performs a pre-validation on the XML files; if any files are found to be invalid, a warning displays on the Console and the import operation is aborted. Any invalid XML files should be fixed or removed from that location.

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Insert
Insert

  • All record Details
    (except task instances, Agents, cluster nodes)

Creates a copy of the current record, for which which you have just entered a new Name.

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Layouts
Layouts

  • Lists

Displays a menu of available layouts for this list.

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New
New

  • Any Details

Displays empty Details for you to begin creating a new record.

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Open
Open

  • Any record on list

Opens the Details pop-up of a record.

  • Navigator

Opens a page right-clicked in the Navigator under the current tab. (If the current tab is for the Activity Monitor or Dashboards Dashboard Details, the page will open in a new tab (see Tabs).

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Open In New Tab
Open In New Tab

  • Navigator

Opens a page right-clicked in the Navigator under a new tab.

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Open In Tab
Open In Tab

  • Record in list
  • Record Details

Displays the record Details under a new tab rather than as a pop-up (see Opening a Record).

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PDF
PDF

  • Lists

Exports the displayed data (the selected columns) of every record on a list into PDF format (see Exporting Records to an Output File).

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Print
Print

  • Record in list
  • Record Details

Prints the record Details as shown in the user interface.

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Promote
Promote

For any type of record that can be promoted:

  • Record on any list
  • Record Details

Copies this record from this source cluster node to a target cluster node.
 
The Promote... action is disabled unless a user has the ops_promotion_admin role or if the Bundleless Promotion With Execute Permission Permitted Universal Controller system property is true and the user has at least one promotion target Execute permission assignmentWith Execute Permission Permitted Universal Controller system property is true and the user has at least one promotion target Execute permission assignment.

  • For a user with the ops_promotion_admin role, the Promote... dialog allows selection of any pre-existing promotion target.
  • For a user without the ops_promotion_admin role, the Promote... dialog allows selection of pre-existing promotion targets for which the user has Read permission.

The server will prohibit the user from promoting the definition using the promotion target if neither of the two conditions are met:

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Refresh
Refresh

  • Record Details

Refreshes all dynamic information in the Details.

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Refresh Navigation Tree
Refresh Navigation Tree

  • Navigator
    (All navigation panes)

Reloads the navigation Tree in the navigation pane.
 
In the Automation Center navigation pane, any new Universal Task types that were created since user login, as well as any modifications made to the System Default Navigation pane by an Administrator, will be displayed.

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Refresh Selection
Refresh Selection

  • Records on Lists

Refreshes all dynamic information in the record Details.

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Remove Folder
Remove Folder

  • Automation Center Navigation pane

Removes an added folder from the Automation Center navigation pane via the Navigation Tree Configuration.

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Rename Folder
Rename Folder

  • Automation Center Navigation pane

Renames an added folder in the Automation Center navigation pane via the Navigation Tree Configuration.

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Restore Default Layout
Restore Default Layout

  • Lists

Restores the current layout of the list to its default layout.

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Save
Save

  • New, unsaved record

Saves this record and, if the record is displayed in a pop-up dialog, closes the record.
 
(Same action as Save button on Details.)

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Save and New
Save and New

  • New, unsaved record

Saves this record and displays empty Details for a new record.
 
(Same action as Save & New button on Details.)

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Save and View
Save and View

  • New, unsaved record
    (pop-up dialog only)

Saves this record and continues to display the record.
 
(Same action as Save & View button on Details.)

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Save As Default Layout
Save As Default Layout

  • Lists

Saves the current layout of the list as the default layout.

Anchor
Save Layout
Save Layout

  • Lists

Saves the current layout of the list.

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Show All
Show All

  • Automation Center Navigation pane

Shows all folders and items in the Automation Center navigation pane as selected via the Navigation Tree Configuration.

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Show Details
Show Details

  • Record on any list
  • All record Details.

Displays all details stored in the database for this record in table format.

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Show Metadata
Show Metadata

  • All record Details

Display Metadata for these Details.

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Show Selected
Show Selected

  • Automation Center Navigation pane

Shows folders and items in the Automation Center navigation pane that have been selected to be shown via the Navigation Tree Configuration.

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Sort Ascending
Sort Ascending

  • Lists

Sorts the list in ascending alphabetical order.

Anchor
Sort Descending
Sort Descending

  • Lists

Sorts the list in descending alphabetical order.

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System Default
System Default

  • Lists

Selects the default layout for the list.

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Test Connection
Test Connection

  • Email, Database, SAP, and PeopleSoft Connections lists

Performs a connectivity test to the selected connection.
 
(Same action as Test Connection button on Details.)

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Update record
Update record

  • Record Details
    (except Cluster Nodes)

Updates the Details of any record and, if the Details are displayed in a pop-up dialog, closes the pop-up.
 
(Same action as Update button on Details.)

Anchor
Update and View
Update and View

  • Record Details pop-up
    (except Cluster Nodes)
Updates the Details of any record and continues to display the record
  • up
    (except Cluster Nodes)

Updates the Details of any record and continues to display the record.

Anchor
Update
Update
Image Added

  • Agents lists
  • Connections lists (Database, Email, PeopleSoft, SAP)
  • Credentials list
  • Email Templates list
  • SNMP Managers list
  • Tasks lists
  • Triggers lists
  • Users list
  • Variables list
  • Virtual Resources list

Updates all currently selected records in the list.

Anchor
Update Filtered
Update Filtered
Image RemovedImage Added

  • Agents lists
  • Connections lists (Database, Email, PeopleSoft, SAP)
  • Credentials list
  • Email Templates list
  • SNMP Managers list
  • Tasks lists
  • Triggers lists
  • Users list
  • Variables list
  • Virtual Resources list

Updates all currently selected records in the list that match the current filter.

Anchor

Update FilteredUpdate Filtered

Upload
Upload
Image Added

  • Agent Clusters list
  • Bundles list
  • Business Services
  • Calendars
  • Connections lists (Database, Email, PeopleSoft, SAP)
  • Credentials list
  • Custom Days
  • Email Templates list
  • OMS Servers list
  • Promotion Targets
  • Scripts list
  • SNMP Managers list
  • Tasks lists
  • Triggers lists
  • Variables list
  • Virtual Resources list

Uploads all selected files.

Image Added

Click Browse to select the file(s) that you want to upload.

Image Added

Click Upload to upload the selected file(s).



Anchor
View
View

  • Entries on Edit Members dialogs

Displays detailed information about that entry.

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View Bundles
View Bundles

For any type of record that can be added to a Bundle:

  • Record on any list
  • Record Details

Displays a list of bundles to which this record belongs.
 
This action is enabled only if a user has the ops_bundle_admi admin or ops_promotion_admin role, or at least one Bundle Read permission assignment.

  • For a user with the ops_bundle_admin or ops_promotion_admin role, the View Bundles list displays every Bundle containing the definition.
  • For a user with neither the ops_bundle_admin or ops_promotion_admin role, the View Bundles list displays every Bundle, for which the user has Read permission, containing the definition.

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XLS (Excel)
XLS (Excel)

  • Lists

Exports the displayed data (the selected columns) of every record on a list into XLS (Excel) format (see Exporting Records to an Output File).

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XLSX
XLSX

  • Lists

Exports the displayed data (the selected columns) of every record on a list into XLSX format (see Exporting Records to an Output File).

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XML
XML

  • Lists

Exports all data of every record on a list into XML format (see Exporting Records to an Output File).

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XML (Export References)
XML (Export References)

  • Lists

Exports all data, plus references, of every record on a list into XML format (see Exporting Records to an Output File).

Anchor
Agents and Agent Clusters
Agents and Agent Clusters
Agents and Agent Clusters



Anchor
Reset Agent Task Count
Reset Agent Task Count

  • Agents list
  • Agent Details

Resets the Current Task Count field for this Agent to 0.

Anchor
Reset Agent Cluster Task Count
Reset Agent Cluster Task Count

  • Agent Clusters list
  • Agent Cluster Details

Resets the Current Task Count field for this Agent Cluster to 0.

Anchor
Resolve Agent Cluster
Resolve Agent Cluster

  • Agent Cluster on Agent Clusters list
  • Agent Cluster Details

If Distribution type for an Agent Cluster is Network Alias; Resolves the Network Alias for this Agent Cluster.

Anchor
Resume Agent
Resume Agent

  • Agent on Agents list
  • Agent Details

Resumes the ability to run tasks for suspended Agent.
 
(Same action as Resume Agent button on Agent Details.)

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Resume Agent Cluster
Resume Agent Cluster

  • Agent Cluster on Agent Clusters list
  • Agent Cluster Details

Resumes the ability to run tasks for a suspended cluster of Agents.
 
(Same action as Resume Cluster button on Agent Cluster Details.)

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Resume Cluster Membership
Resume Cluster Membership

  • Agents in Cluster list

Resumes the membership of this Agent in the selected Agent Cluster.

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Suspend Agent
Suspend Agent

  • Agent on Agents list
  • Agent Details

Suspends the ability to run tasks for this Agent.

(Same action as Suspend Agent button on Agent Details.)

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Suspend Agent Cluster
Suspend Agent Cluster

  • Agent Cluster on Agent Clusters list
  • Agent Cluster Details

Suspends the ability to run tasks for this cluster of Agents.

(Same action as Suspend Cluster button on Agent Cluster Details.)

Anchor
Suspend Cluster Membership
Suspend Cluster Membership

  • Agents in Cluster list

Suspends the membership of this Agent in the selected agent cluster.

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Applications
Applications
Applications



Anchor
Query
Query

  • Application on Applications list

Queries the application (if it is running).

Anchor
Start
Start

  • Application on Applications list

Starts the application.

Anchor
Stop
Stop

  • Application on Applications list

Stops the application.

Anchor
Bundles and Promotion
Bundles and Promotion
Bundles and Promotion



Anchor
Bundle Report
Bundle Report

  • Bundle on Bundles list

Displays a Bundle Report for this bundle.

(Same action as the Bundle Report button in Bundle Details.)

Anchor
Promote Bundle
Promote Bundle

  • Bundle on Bundles list

Copies this bundle from this source cluster node to a target cluster node.

(Same action as Promote Bundle button on Bundle Details.)

Anchor
Refresh Target Agents
Refresh Target Agents

  • Promotion Targets list
  • Promotion Targets Details

Refreshes any Agents on the promotion target server selected in this record.

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Reschedule
Reschedule

  • Promotion Schedule on Promotion Schedule list
  • Promotion Schedule Details

Reschedules a scheduled promotion.
 
(Same action as Reschedule... button in Promotion Schedule Details.)

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Server Info
Server Info

  • Promotion Targets list
  • Promotion Targets Details

Displays a Remote Server Information pop-up that lists details about the Automation Center cluster node selected as the promotion target in this record.

Anchor
Calendars and Custom Days
Calendars and Custom Days
Calendars and Custom Days



Anchor
Calendar Preview
Calendar Preview

  • Calendar on Calendars list
  • Calendar Details

Provides a month-by-month display of all Custom Days defined for this calendar.

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List Qualifying Dates
List Qualifying Dates

  • Custom Day Details

Displays a table of the next 30 dates that match this Custom Day details.
 
(Same action as List Qualifying Dates button.)

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List Qualifying Periods
List Qualifying Periods

  • Custom Day Details

Displays a table of the next 30 periods that match this Custom Day details.
 
(Same action as List Qualifying Periods button.)

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Dashboards
Dashboards
Dashboards



Anchor
Add Column
Add Column

  • Dashboard

Adds a column to the currently displayed Dashboard.

Anchor
Edit
Edit

  • Dashboards

Displays the Column Properties drop-down list, which allows you to add and removed columns on the currently displayed Dashboard, and the Show Widget Picker button, which allows you to add Widgets to the currently displayed Dashboard.

Anchor
Remove Column
Remove Column

  • Dashboard

Removes the selected column from the currently displayed Dashboard.

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Set As Default
Set As Default

  • Dashboards

Selects the currently displayed Dashboard as the Dashboard that will display by default for the current session.

Anchor
Data Backup/Purge
Data Backup/Purge
Data Backup/Purge



Anchor
Disable
Disable

  • Data Backup/Purge record on Data Backup/Purge list

Disables this scheduled data backup/purge.


(Same action as Disable button on Details.)

Anchor
Enable
Enable

  • Data Backup/Purge record on Data Backup/Purge list

 
Enables this scheduled data backup/purge.
 
(Same action as Enable button in Details.)

Anchor
Run
Run

  • Data Backup/Purge list

Run the selected backup or purge.
 
(Same action as Run button in Details.)

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Terminate
Terminate

  • Data Backup/Purge record on Data Backup/Purge list

Terminates this scheduled data backup/purge.
 
(Same action as Terminate button in Details.)

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Manual Task Instances
Manual Task Instances
Manual Task Instances



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Manual Task Commands
Manual Task Commands

  • Manual task instance on Activity Monitor / Task Instances list
  • Manual task instance Details

Displays a menu of commands specific to Manual task instances:

Anchor
Set Completed
Set Completed

  • Manual task instance on Activity Monitor / Task Instances list

Sets this task instance to Success status.

Anchor
Set Started
Set Started

  • Manual task instance on Activity Monitor / Task Instances list

Resets the Started Time of this task instance.


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OMS Servers
OMS Servers
OMS Servers




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Resume
Resume

  • OMS Server on OMS Servers list
  • OMS Server Details

Resumes the connection of a suspended OMS Server.


(Same action as Resume button on OMS Server Details.)

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Suspend
Suspend

  • OMS Server on OMS Servers list
  • OMS Server Details

Temporarily disconnects the OMS Server.


(Same action as Suspend button on OMS Server Details.)

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Reports
Reports
Reports



Anchor
Run
Run

  • Reports list
  • Reports Details

Run the selected report.
 
(Same action as Run button in Details.)

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SAP Task Instances
SAP Task Instances
SAP Task Instances



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SAP Task Commands
SAP Task Commands

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Displays a menu of commands specific to SAP task instances:

Anchor
Abort SAP Job
Abort SAP Job
Image Added

  • SAP task instance on Activity Monitor / Task Instances list
  • SAP task instance Details

Aborts the SAP job specified in the task instance.

Anchor
Interrupt SAP Process Chain

- Instance

Retrieve

Interrupt SAP Process Chain

- Planned
  • Retrieve SAP Process Chain Log
  • Retrieve SAP Process Chain Status
  • Retrieve SAP Spool List

    • Anchor
    Abort SAP JobAbort SAP Job
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Interrupts the SAP Process Chain.

    Anchor
    Purge SAP Job
    Purge SAP Job
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Aborts Purges the SAP job specified in the task instance.

    Anchor
    Interrupt Restart SAP Process ChainInterrupt
    Restart SAP Process Chain
    Image RemovedImage Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Interrupts Restarts the SAP Process Chain.

    Anchor
    Retrieve SAP Job Definition
    Retrieve SAP Job Definition
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves the SAP job definition.

    Anchor
    Purge Retrieve SAP Job LogPurge
    Retrieve SAP Job Log
    Image RemovedImage Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Purges Retrieves the SAP job specified in the task instancelog.

    Anchor
    Restart Retrieve SAP Process ChainJob StatusRestart
    Retrieve SAP Process ChainJob Status
    Image RemovedImage Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Restarts Retrieves the SAP Process Chainjob status.

    Anchor
    Retrieve SAP Job DefinitionProcess Chain - Instance
    Retrieve SAP Job Definition
    Image Removed
    Process Chain - Instance
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves the specific run information for the SAP job definitionProcess Chain.

    Anchor
    Retrieve SAP Job LogProcess Chain - Planned
    Retrieve SAP Job Log
    Image Removed
    Process Chain - Planned
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves the "blueprint" information for the SAP job logProcess Chain.

    Anchor
    Retrieve SAP Job StatusProcess Chain Log
    Retrieve SAP Job Status
    Image Removed
    Process Chain Log
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves the SAP job statusProcess Chain log.

    Anchor
    Retrieve SAP Process Chain - InstanceStatus
    Retrieve SAP Process Chain - InstanceStatus
    Image RemovedImage Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves the specific run information for the SAP Process Chain status.

    Anchor
    Retrieve SAP Process Chain - PlannedSpool List
    Retrieve SAP Process Chain - Planned
    Image Removed
    Spool List
    Image Added

    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details
    Retrieve SAP Process Chain StatusImage Removed
    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves SAP Process Chain status.

    AnchorRetrieve SAP Spool ListRetrieve SAP Spool ListImage Removed
    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves the "blueprint" information for the SAP Process Chain.

    AnchorRetrieve SAP Process Chain LogRetrieve SAP Process Chain LogImage Removed
    • SAP task instance on Activity Monitor / Task Instances list
    • SAP task instance Details

    Retrieves SAP Process Chain log.

    AnchorRetrieve SAP Process Chain Status

    Retrieves SAP spool listSAP spool list.

    Anchor
    Tabs
    Tabs
    Tabs



    Anchor
    Pin
    Pin
    Image Added

    • All tabs except non-replaceable tabs.
    Pins the tab to the task bar.

    Anchor
    Auto
    Auto
    Image Added

    • All tabs except non-replaceable tabs.
    Automatically pins the tab to the task bar upon login.

    Anchor
    Close
    Close
    Image Added

    • All tabs.
    Close this tab from the task bar.

    Anchor
    Close Others
    Close Others
    Image Added

    • All tabs.
    Close all other tabs except this tab.

    Anchor
    Close All
    Close All
    Image Added

    • All tabs.
    Close all tabs including this tab.

    Anchor
    Task Instances
    Task Instances
    Task Instances



    Anchor
    Cancel
    Cancel

    • Task instance on Activity Monitor / Task Instances list

    Cancels this task instance.
     

    Note
    titleNote

    Cancelling a Web Service task instance with Protocol = SOAP is prohibited.
     
    Cancelling a PeopleSoft task instance cancels the PeopleSoft process itself, not the PeopleSoft task process. Once the Peoplesoft process has been cancelled, its status will filter through to the PeopleSoft task.


    Anchor
    Clear Action
    Clear Action

    • Task instance on Activity Monitor / Task Instances list
    • Task Instance Details

    Displays a menu of the following actions:

    Anchor
    Clear All Dependencies
    Clear All Dependencies

    • Task instance on Activity Monitor

    Clears all dependencies (predecessors, resources, and exclusive) to allow the task instance to run.

    Anchor
    Clear Exclusive
    Clear Exclusive

    • Task instance on Activity Monitor / Task Instances list

    Clears mutually exclusive dependencies of this task instance.

    Anchor
    Clear Resources
    Clear Resources

    • Task instance on Activity Monitor / Task Instances list

    Clears resource dependencies of this task instance.

    Anchor
    Clear Time Wait/Delay
    Clear Time Wait/Delay

    • Task instance on Activity Monitor / Task Instances list
    • Task instance Details

    Clears all Wait To Start and Delay On Start specifications for this task instance.

    Anchor
    Delete
    Delete
    Image Removed

    • Task Instance on Activity Monitor / Task Instances list

     
    Deletes the selected task instance if it is in any of the following statuses:

    Image Added

    • Task Instance on Activity Monitor / Task Instances list

     
    Deletes the selected task instance if it is in any of the following statuses:

    • In Doubt (110)
    • Failed to Start (120)
    • Confirmation Required (125)
    • Cancelled (130)
    • Failed (140)
    • Skipped (180)
    • Finished (190)
    • Success (200)
    Note
    titleNote:

    You cannot delete a task instance in any of these statuses if it was within a workflow task instance that itself has not been deleted.


    Anchor
    Force Finish
    Force Finish

    • Task instance on Activity Monitor / Task Instances list

     
    Displays a menu of the following actions:

    Anchor
    Force Finish
    Force Finish

    • Task instance on Activity Monitor / Task Instances list

     Places this task into the Finished status.

    Anchor
    Force Finish (Halt)
    Force Finish (Halt)

    • Task instance on Activity Monitor

    Places this task into the Finished status without aborting monitoring processes.

    Anchor
    Force Finish Cancel
    Force Finish Cancel

    • Task instance on Activity Monitor / Task Instances list

    Cancels this task and places it into the Finished status.

    Anchor
    Force Finish Cancel (Halt)
    Force Finish Cancel (Halt)

    • Task instance on Activity Monitor

    Cancels this task and places it into the Finished status without aborting monitoring processes.

    Anchor
    Hold
    Hold

    • Task instance on Activity Monitor / Task Instances list

    Places this task instance in the Held status

    Anchor
    Release
    Release

    • Task instance on Activity Monitor / Task Instances list

    Releases this task instance from Held status.

    Anchor
    Re-run
    Re-run

    • Task instance (except Workflows) on Activity Monitor / Task Instances list

    Displays a menu of the following actions:

    This menu is disabled if the task instance does not qualify for re-run.

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    Re-run sub-command
    Re-run sub-command

    • Task instance (except Workflows) on Activity Monitor / Task Instances list

    Re-runs this completed task.

    For tasks not completed but scheduled for automatic retry, it re-runs the task and counts the re-run as one of the automatic retries.

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    Re-run SIF
    Re-run SIF

    • Task instance (except Workflows) on Activity Monitor / Task Instances list

    Re-runs a task instance specifying that intermediate failures be suppressed. (See Re-run (Suppress Intermediate Failures) Permitted Universal Controller system property.)

    If the task instance qualifies for re-run, but it already has Retry Options enabled, the Re-run (Suppress Intermediate Failures) command will display as disabled in the menu.

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    Retrieve Output
    Retrieve Output

    • Task instance in list
    • Task Instance Details

    Retrieves standard out and/or standard error output for the following running or completed task instances: FTP File Monitor, Linux/Unix, SAP, Universal Command, Windows, z/OS.

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    Run Command On Filtered
    Run Command On Filtered

    • Activity Monitor
    • Task Instances List

    Executes a selected command against all task instances that match the current filter.

    Before the selected command is executed, a confirmation pop-up displays. For example:
     

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    Set Priority
    Set Priority

     
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    High
    High

     
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    Medium
    Medium

     
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    Low
    Low

    • Linux/Unix, Universal, Windows, and z/OS Task instance on Activity Monitor / Task Instances lists
    • Linux/Unix, Universal, Windows, and z/OS Task instance Details

     Displays a menu of run priorities that you can set for this task instance:

    • High = Sets the run priority to High so that it will run before task instances in Low and Medium priorities.
    • Medium = Sets the run priority to Medium so that it will run before task instances in Low priority and after task instances in High priority.
    • Low = Sets the run priority to Low so that it will run after task instances in High and Medium priorities.

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    Show Variables
    Show Variables

    • Task instance on Activity Monitor / Task Instances list
    • Task Instance Details

     Displays all variables currently available to the task instance, including those inherited from a workflow, those passed in from a trigger, or those available globally.

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    Skip
    Skip

    • Task instance on Activity Monitor / Task Instances list

     Places this task in the Skipped status.

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    Skip Path
    Skip Path

    • Task instance on Activity Monitor

     Skips this task instance and all of its dependent task instances.

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    Unskip
    Unskip

    • Task instance on Activity Monitor / Task Instances list

     Removes the Skip status from this task.

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    View Blocking Ancestors
    View Blocking Ancestors

    • Task Instance Details
    • Task Instance on Activity Monitor / Task Instances list
    • Task Instance on View Blocking Ancestors... pop-up dialog

    Displays a dialog identifying blocking ancestors of a waiting task instance in a Workflow, if any exist.

    Only task instances that are in a workflow and have not started (that is: Defined, Waiting or Held status) will qualify.

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    View In Workflow
    View In Workflow

    • Task Instance Details
    • Task Instance on Activity Monitor / Task Instances list

     Displays the Workflow Monitor for the parent Workflow of a selected task instance and highlights that task instance within the Workflow.

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    View Parent
    View Parent

    • Task Instance Details
    • Task Instance on Activity Monitor / Task Instances list

     Displays the Workflow Task Instance Details of the parent Workflow, if applicable, of this task instance.

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    View Predecessors/Successors
    View Predecessors/Successors

    • Task Instance Details
    • Task Instance on Activity Monitor / Task Instances list
    • Task Instance on View Predecessors/Successors pop-up dialog

     Displays a dialog identifying the predecessors / successors of this task instance in the Workflow, if any exist.

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    Task Monitor Task Instances
    Task Monitor Task Instances
    Task Monitor Task Instances



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    View Potential Matches
    View Potential Matches

    • Task Instance Details
    • Task instance on Activity Monitor / Task Instances list
    • Workflow Monitor

    For task instances in Running status; Displays a list of running task instances that have the potential to match the specifications for tasks being monitored by the running Task Monitor task instance.

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    Tasks
    Tasks
    Tasks



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    Clear Execution Restriction
    Clear Execution Restriction

    • Tasks lists
    • Task Details

    Clears any Execution Restrictions that have been set for this task.

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    Launch Task
    Launch Task

    • Task on Tasks list

    Launches the task.
    (Same action as Launch Task button in Task Details.)

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    Launch Task with Variables
    Launch Task with Variables

    • Task Details

    Launches this task with one or more variables that you will specify on a Task Variables pop-up dialog.

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    Reset Statistics
    Reset Statistics

    • Task Details

    Resets the run-time statistics that the Controller has gathered for this task.

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    Run Command On Filtered
    Run Command On Filtered

    • All Tasks list
    • Tasks list (all task types)

    Executes a selected command against all tasks that match the current filter.

    Before the selected command is executed, a confirmation pop-up displays. For example:
     

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    Set Execution Restriction
    Set Execution Restriction

    • Tasks lists
    • Task Details

    Allows you to sets Execution Restrictions for this task.

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    View Parents
    View Parents

    • Tasks lists
    • Task Details

    Displays a list of all parent workflows, if any, of this task.
     
    (Same action as View Parents button on Task Details.)

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    Triggers
    Triggers
    Triggers



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    Assign Execution User - TR
    Assign Execution User - TR

    • Trigger on Triggers list
    • Trigger Details

    Displays a dialog that lets you select an execution user that overrides the execution user of task instances being launched by the trigger.
     
    Users not assigned the ops_admin role must provide the execution user credentials (User ID and Password) in order to assign the execution user to the trigger.
     
    Users must have the Assign Execution User Trigger permission in order to assign an execution user.

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    Disable - TR
    Disable - TR

    • Trigger record on Triggers list
    • Trigger Details

    Disables this trigger.
     
    (Same action as Disable button on Details.)

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    Enable - TR
    Enable - TR

    • Trigger record on Triggers list
    • Trigger Details

     Enables this trigger.
     
    (Same action as Enable button on Details.)

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    Forecast
    Forecast

    • Workflow on Workflows list
    • Workflow Details
    • Trigger on Workflow Triggers tab list

    Allows for the forecasting of a Workflow by specific date/time.

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    List Qualifying Times
    List Qualifying Times

    • Trigger Details

    Lets you modify and display a list of qualifying times for this trigger (the next 30 dates and times when this trigger will be satisfied).

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    Recalculate Forecast - TR
    Recalculate Forecast - TR

    • Trigger on Triggers list
    • Trigger Details

    Recalculates the forecast data for this trigger.

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    Run Command On Filtered
    Run Command On Filtered

    • Triggers list

    Executes a selected command against all triggers that match the current filter.

    Note
    titleNote
    • Enable and Disable are not valid for Active and Manual Triggers.
    • Disable is not valid for Manual Triggers.
    • Set Skip Count is not valid for Manual and Temporary Triggers.
    • Recalculate is valid only for the following lists: All Triggers, Active Triggers, Cron, Time, and Temporary.

    Before the selected command is executed, a confirmation pop-up displays. For example:

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    Set Skip Count - TR
    Set Skip Count - TR

    • Trigger on Triggers list
    • Trigger Details

    Lets you perform a Set Skip Count action if you have the Set Skip Count Trigger permission, Update permission, or both.

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    Trigger Now
    Trigger Now

    • Trigger on Triggers list
    • Trigger Details

    Immediately triggers all the tasks specified in this trigger.
     
    (Same action as Trigger Now... button on Trigger Details.)
     
    Optionally, you also can select to:

    • Launch the task(s) specified in the trigger with one or more variables. 
    • Launch the task(s) specified in the trigger by a specified date and time.

    Held

    released
    • Launch the task(s) specified in the trigger but place them in Held status; they will not run until they are released.


    Note
    titleNote

    If a Trigger Now... command is issued for an Enabled trigger that does not have an assigned Execution User, the trigger will launch its task(s) under the context of the user that enabled the trigger.
     
    If a Trigger Now... command is issued for a Disabled trigger that does not have an assigned Execution User, the trigger will launch its task(s) under the context of the user that issued the Trigger Now... command.
     
    If a Trigger Now... command is issued for an Enabled or Disabled trigger that has an assigned Execution User, the trigger will launch its task(s) under the context of the assigned Execution User.


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    Unassign Execution User - TR
    Unassign Execution User - TR

    • Trigger on Triggers list
    • Trigger Details

    Unassigns an execution user that had been selected to override the execution user of task instances being launched by the trigger.
     
    Users must have the Assign Execution User Trigger permission in order to unassign an execution user.

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    Universal Templates
    Universal Templates
    Universal Templates



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    Delect All Built-In Universal Templates
    Delect All Built-In Universal Templates

    • List/Load Built-In Universal Templates server operation
    Deselects all templates on the List/Load Built-In Universal Templates server operation list.

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    Load Built-In Universal Templates
    Load Built-In Universal Templates

    • List/Load Built-In Universal Templates server operation
    Loads all templates on the List/Load Built-In Universal Templates server operation list to the Universal Templates list.

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    Restore Default Icon
    Restore Default Icon

    • Universal Template on Universal Templates list
    • Universal Template Details

    Restores the default Universal Task icon to all Universal Tasks based on this Universal Template.

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    Select All Built-In Universal Templates
    Select All Built-In Universal Templates

    • List/Load Built-In Universal Templates server operation
    Selects all templates on the List/Load Built-In Universal Templates server operation list.

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    Users and Groups
    Users and Groups
    Users and Groups



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    Permissions For Group
    Permissions For Group

    • Groups List

    Exports user groups and their permissions (see Exporting Records to an Output File).

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    Virtual Resources
    Virtual Resources
    Virtual Resources



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    Reset Virtual Resource
    Reset Virtual Resource

    • Virtual Resource Details

    Resets the Resource Used value of a renewable virtual resource to accurately reflect the actual number of resources currently in use.

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    Workflow Task Instances
    Workflow Task Instances
    Workflow Task Instances



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    Workflow Task Commands - Task Instances
    Workflow Task Commands - Task Instances

    • Workflow task instance on Activity Monitor / Task Instances list
    • Workflow task instance Details

    Displays a menu of the commands specific to Workflow task instances:

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    Release Recursive
    Release Recursive

    • Workflow task instance on Activity Monitor / Task Instances list

    Releases this Workflow, and all of its task instances on Held Status, from Held status.

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    View Children - instance
    View Children - instance

    • Workflow task instance on Activity Monitor / Task Instances list
    • Workflow task instance Details
    • Workflow Monitor

    Displays all children task instances of this Workflow task instance (and children task instances of any sub-Workflow task instance) and, optionally, their Predecessors and Successors within this Workflow.

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    View Tree - instance
    View Tree - instance

    • Workflow task on Workflow tasks list
    • Workflow task Details
    • Workflow Editor
    • Workflow Forecast
    • Workflow Monitor
    • Workflow Vertex in Workflow Editor / Workflow Forecast

    Displays a tree view of this workflow task instance and its tasks, including children tasks of any sub-Workflow task, and, optionally, lets you display the Details for any of those tasks.

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    View Workflow
    View Workflow

    • Workflow task instance on Activity Monitor / Task Instances list
    • Workflow task instance Details

    Displays the Workflow Monitor for this Workflow task instance.
     
    (Same action as View Workflow button on Details.)

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    Workflow Tasks
    Workflow Tasks
    Workflow Tasks



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    Workflow Task Commands - Tasks
    Workflow Task Commands - Tasks

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details

    Displays a menu of the commands specific to Workflow tasks:

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    Clone
    Clone

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details

    Creates a copy of the Workflow, a copy of each task in the Workflow, and - optionally - copies of its Virtual Resources.

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    Edit Workflow
    Edit Workflow

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details

    Displays the Workflow Editor for this Workflow.

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    Recalculate Forecast
    Recalculate Forecast

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details

    Recalculates the forecast data for this workflow.

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    Forecast
    Forecast

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details
    • Trigger on Workflow Triggers tab list

    Allows for the forecasting of a Workflow by specific date/time.

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    View Children - task
    View Children - task

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details
    • Workflow Editor
    • Workflow Forecast
    • Workflow Vertex in Workflow Editor / Workflow Forecast

    Displays all children tasks of this Workflow task (and children tasks of any sub-Workflow task) and, optionally, their Predecessors, Successors, and Task Run Criteria within this Workflow.

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    View Tree - task
    View Tree - task

    • Workflow task on All Tasks list
    • Workflow task on Workflow Tasks list
    • Workflow task Details
    • Workflow Editor
    • Workflow Forecast
    • Workflow Vertex in Workflow Editor / Workflow Forecast

    Displays a tree view of this workflow and its tasks, including children tasks of any sub-Workflow task, and, optionally, lets you display the Details for any of those tasks.

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    z/OS Task Instances
    z/OS Task Instances
    z/OS Task Instances



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    z/OS Task Commands
    z/OS Task Commands

    • z/OS task instance Details

    Displays a menu of the following actions:

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    Confirm JCL Changes
    Confirm JCL Changes

    • z/OS task instance Details


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    Deselect for Re-run
    Deselect for Re-run

    • Restartable Job Step tab of z/OS Task Instance Details

    Deselects the selected job step(s) from being included in a z/OS job re-run.

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    Select for re-run
    Select for re-run

    • Restartable Job Steps list in z/OS Task Instance Details.
    • Restartable Job Steps Details

    Selects the selected job step(s) for inclusion in a z/OS job re-run.

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    Select for Re-run (Force)
    Select for Re-run (Force)

    • Restartable Job Steps list in z/OS Task Instance Details.
    • Restartable Job Steps Details

    Selects the selected non-Restartable job step(s) for inclusion in a z/OS job re-run.

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    Select to End for Re-run
    Select to End for Re-run

    • Restartable Job Steps list in z/OS Task Instance Details

    Selects the selected job step and all following job steps for inclusion in a z/OS job re-run.

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    z/OS Tasks
    z/OS Tasks
    z/OS Tasks



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    z/OS Task Commands
    z/OS Task Commands

    • All Tasks list
    • z/OS Tasks list
    • z/OS Task Details

    Displays a menu of the following actions:

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    Reset Override Statistics
    Reset Override Statistics

    • All Tasks list
    • z/OS Tasks list
    • z/OS Task Details

    Reset the override statistics used for automated JCL override clean-up.

    ...