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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

Anchor
Actions
Actions
Actions

...


Image RemovedAgents lists
  • Users list
  • Variables list
  • Virtual Resources list
    • Updates all records in the list that match the current filterUnpinUnpinImage RemovedUnpins from

    Action

    Availability

    Description

    Anchor
    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.

    Anchor
    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.

    Anchor
    Auto Fit All Columns
    Auto Fit All Columns

    • Lists

    Adjusts all Auto Fitted columns back to their original size.

    Anchor
    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.

    Anchor
    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.

    Anchor
    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).

    Anchor
    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
    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.

    Anchor
    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

    Anchor
    Export
    Export

    • 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

    • 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 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 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 assignmentat 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:

    Anchor
    Refresh
    Refresh

    • Record Details

    Refreshes all dynamic information in the Details.

    Anchor
    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.

    Anchor
    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.

    Anchor
    Rename Folder
    Rename Folder

    • Automation Center Navigation pane

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

    Anchor
    Restore Default Layout
    Restore Default Layout

    • Lists

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

    Anchor
    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.)

    Anchor
    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.)

    Anchor
    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.)

    Anchor
    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.

    Anchor
    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.

    Anchor
    Show Details
    Show Details

    • Record on any list
    • All record Details.

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

    Anchor
    Show Metadata
    Show Metadata

    • All record Details

    Display Metadata for these Details.

    Anchor
    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.

    Anchor
    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.

    Anchor
    System Default
    System Default

    • Lists

    Selects the default layout for the list.

    Anchor
    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.)

    Anchor
    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
    • 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.

    Anchor
    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.

    Anchor
    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).

    Anchor
    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).

    Anchor
    XML
    XML

    • Lists

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

    Anchor
    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.)

    Anchor
    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.)

    Anchor
    Resume Cluster Membership
    Resume Cluster Membership

    • Agents in Cluster list

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

    Anchor
    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.)

    Anchor
    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.

    Anchor
    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.

    Anchor
    Reschedule
    Reschedule

    • Promotion Schedule on Promotion Schedule list
    • Promotion Schedule Details

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

    Anchor
    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.

    Anchor
    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.)

    Anchor
    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.)

    Anchor
    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.

    Anchor
    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.)

    Anchor
    Terminate
    Terminate

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

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

    Anchor
    Manual Task Instances
    Manual Task Instances
    Manual Task Instances



    Anchor
    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.


    Anchor
    OMS Servers
    OMS Servers
    OMS Servers




    Anchor
    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.)

    Anchor
    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.)

    Anchor
    Reports
    Reports
    Reports



    Anchor
    Run
    Run

    • Reports list
    • Reports Details

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

    Anchor
    SAP Task Instances
    SAP Task Instances
    SAP Task Instances



    Anchor
    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

    • 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
    Interrupt SAP Process Chain

    • 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

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

    Purges the SAP job specified in the task instance.

    Anchor
    Restart SAP Process Chain
    Restart SAP Process Chain

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

    Restarts the SAP Process Chain.

    Anchor
    Retrieve SAP Job Definition
    Retrieve SAP Job Definition

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

    Retrieves the SAP job definition.

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    Retrieve SAP Job Log
    Retrieve SAP Job Log

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

    Retrieves the SAP job log.

    Anchor
    Retrieve SAP Job Status
    Retrieve SAP Job Status

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

    Retrieves the SAP job status.

    Anchor
    Retrieve SAP Process Chain - Instance
    Retrieve SAP Process Chain - Instance

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

    Retrieves the specific run information for the SAP Process Chain.

    Anchor
    Retrieve SAP Process Chain - Planned
    Retrieve SAP Process Chain - Planned

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

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

    Anchor
    Retrieve SAP Process Chain Log
    Retrieve SAP Process Chain Log

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

    Retrieves SAP Process Chain log.

    Anchor
    Retrieve SAP Process Chain Status
    Retrieve SAP Process Chain Status

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

    Retrieves SAP Process Chain status.

    Anchor
    Retrieve SAP Spool List
    Retrieve SAP Spool List

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

    Retrieves SAP spool list.

    Anchor
    Tabs
    Tabs
    Tabs



    Anchor
    Pin
    Pin

    • 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

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

    Anchor
    Close Others
    Close Others

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

    Anchor
    Close All
    Close All

    • 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.

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    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.

    ...