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Overview

Note

These instructions assume the user has a working knowledge of PeopleSoft.

The PeopleSoft task allows you to send commands to a PeopleSoft system and gather status information and output back from PeopleSoft. The PeopleSoft task uses Stonebranch's proprietary Universal Connector for PeopleSoft (UPPS) to communicate with PeopleSoft . Universal Connector for PeopleSoft allows Universal Controller to connect to a PeopleSoft system and manage PeopleSoft background processing tasks.

Before You Begin

To run a PeopleSoft task, you must first complete the following:

Built-In Variables

The following built-in variables can be used in a PeopleSoft task to pass data where appropriate:

Creating a PeopleSoft Task

Step 1

From the Automation Center navigation pane, select Tasks > PeopleSoft Tasks. The PeopleSoft Tasks list displays a list of all currently defined PeopleSoft tasks.
 
To the right of the list, PeopleSoft Task Details for a new PeopleSoft task displays.
 

Step 2

Enter/select Details for a new PeopleSoft task, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button above the list to display a pop-up version of the Details.

Step 3

Click a Save button. The task is added to the database, and all buttons and tabs in the Task Details are enabled.

Note

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

PeopleSoft Task Details

The following PeopleSoft Task Details is for an existing PeopleSoft task.

Depending on the values that you enter / select for these fields, and whether or not the PeopleSoft task has ever been launched, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the PeopleSoft Task Details.
 

PeopleSoft Task Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the PeopleSoft Task Details.

Field Name

Description

General

This section contains general information about the task.

Name

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Version

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Description

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Member of Business Services

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Resolve Name Immediately

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Time Zone Preference

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Hold on Start

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Hold Reason

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Virtual Resource Priority

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Hold Resources on Failure

Unable to render {include} The included page could not be found.

Agent Details

This section contains assorted detailed information about the Agent / Agent Cluster selected for this task.

Cluster

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Utility Agent

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Utility Agent Variable

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Utility Agent Cluster

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Utility Agent Cluster Variable

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Utility Credentials

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Utility Credentials Variable

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PeopleSoft Details

This section contains assorted detailed information about the task.

PeopleSoft Connection

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PeopleSoft Connection Variable

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PeopleSoft Credentials

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PeopleSoft Credentials Variable

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Command

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Run Control ID

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Process Type

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Process/Job Name

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Server Name

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Output Destination Type

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Output Destination Format

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Output Destination String

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Process File Name

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Main Schedule Name

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Main Job Name

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Print Distribution List

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Print Parameter List

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Print Application Message

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Print System Message

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Print Job Tree

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Report

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Content Filter

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PeopleSoft Distribution Details

If Command = Schedule Process or Schedule Job; This section contains assorted distribution details about the task.

Report Folder Name

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Retention Days

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Email Address List

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Email Subject

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Email Text

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Email With Log

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Email Web Report

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Distribution Options

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Result Processing DetailsThis section contains assorted detailed information about result processing for this task.

Exit Code Processing

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Output Type

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Scan Output For

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Output File (for Exit Code Processing)

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Exit Codes

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Automatic Output Retrieval

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Wait For Output

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Failure Only

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Start Line

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Number of Lines

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Scan Text

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Output File (for Automatic Output Retrieval)

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Retry Options

This section contains specifications for retrying the task.

Maximum Retries

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Retry Indefinitely

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Retry Interval (Seconds)

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Suppress Intermediate Failures

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Wait / Delay Options

This section contains specifications for waiting to start and/or delaying on start the task.

Wait To Start

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Wait Time

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Wait Day Constraint

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Wait Duration

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Wait Duration In Seconds

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Delay On Start

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Delay Duration

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Delay Duration In Seconds

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Workflow Only

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Time Options

This section contains time-related specifications for the task.

Late Start

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Late Start Type

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Late Start Time

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Late Start Day Constraint

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Late Start Nth Amount

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Late Start Duration

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Late Finish

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Late Finish Type

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Late Finish Offset Type

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Late Finish Percentage Offset ( + )

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Late Finish Duration Offset ( + )

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Late Finish Duration Offset Unit

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Late Finish Time

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Late Finish Day Constraint

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Late Finish Nth Amount

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Late Finish Duration

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Early Finish

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Early Finish Type

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Early Finish Offset Type

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Early Finish Percentage Offset ( - )

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Early Finish Duration Offset ( - )

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Early Finish Duration Offset Unit

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Early Finish Time

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Early Finish Day Constraint

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Early Finish Nth Amount

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Early Finish Duration

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User Estimated Duration

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Critical Path Options

This section contains Critical Path-related specifications for the task.

CP Duration

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CP Duration (Resolved)

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CP Duration Unit

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Workflow Execution Options

This section contains Execution Restriction specifications for the task if it is within a Workflow.

Execution Restriction

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Restriction Period

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Before Date

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Before Time

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After Date

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After Time

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Date List

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Statistics

This section contains time-related statistics for task instances of the task.

First Execution

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Last Execution

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Last Instance Duration

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Lowest Instance Time

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Average Instance Time

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Highest Instance Time

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Number of Instances

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Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Task Details that let you perform various actions.

Save

Saves a new task record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new task.

Update

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Launch Task

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View Parents

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Copy

Creates a copy of this task, which you are prompted to rename.

Delete

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Note

You cannot delete a task if it is either:

  • Specified in an enabled Trigger.
  • The only task specified in a disabled Trigger.

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this task.

Tabs

This section identifies the tabs across the top of the Task Details that provide access to additional information about the task instance.

RunTime Parameters

See Adding RunTime Parameters, below.

Variables

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Actions

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Virtual Resources

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Mutually Exclusive

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Instances

Lists all instances of the task.

Triggers

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Notes

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Versions

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Options Fields

Five PeopleSoft Task fields allow you to populate their drop-down lists with options retrieved from the PeopleSoft system:

  • Process Type
  • Process/Job Name
  • Server Name
  • Output Destination Type
  • Output Destination Format

To select the options for a field, click the refresh picker icon next to its drop-down list to display a Refresh Options... dialog. There is a different Refresh Options... dialog for each options field (see below).

Most of the fields on a Refresh Options... dialog are fields from the PeopleSoft Task Details, and the values for those fields in the dialog are, by default, the same as the values for the fields in the Details. You can keep the current values or change them from their drop-down lists.

When you click the Submit button on the Refresh Options... dialog for an options field, the drop-down list for that field is populated with values that are determined by the values that you submitted on the Refresh Options... dialog.

Process Type

Process/Job Name

Server Name

Output Destination Type

Output Destination Format

Viewing a PeopleSoft Task Instance

When a PeopleSoft task is launched, the Controller creates a task instance record of that task.

A task instance contains detailed information about a single execution of that task.

You can access a task instance from:

PeopleSoft Task Instance Details

The following PeopleSoft Task Instance Details contains information on the execution of the task shown in the PeopleSoft Task Details.
 

PeopleSoft Task Instance Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in PeopleSoft Task Instance Details.

Field Name

Description

General

This section contains general information about the task instance.

Instance Name

Name of this task instance.

Instance Number

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Description

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Member of Business Services

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Task

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Source Version

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Launch Source

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Source Instance

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Invoked by

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Execution User

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Calendar

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Time Zone Preference

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Virtual Resource Priority

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Hold Resources on Failure

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Status

This section contains information about the current status of the task instance.

Status

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Exit Code

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Status Description

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Operational Memo

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Evaluation Time

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Critical

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Critical Endpoint 

Indicates that this task was defined as a Critical Endpoint of a Critical Path in a workflow. 

Wait Until Time

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Queued Time

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Trigger Time

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Launch Time

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Start Time

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End Time

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Duration

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Run Status

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Distribution Status

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Process Instance

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Agent Details

This section contains assorted detailed information about the Agent / Agent Cluster selected for this task.

Cluster

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Utility Agent

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Utility Agent Variable

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Utility Agent Cluster

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Utility Agent Cluster Variable

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Utility Credentials

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Utility Credentials Variable

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PeopleSoft Details

This section contains assorted detailed information about the task.

PeopleSoft Connection

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PeopleSoft Connection Variable

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PeopleSoft Credentials

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PeopleSoft Credentials Variable

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Command

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Run Control ID

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Process Type

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Process/Job Name

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Server Name

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Output Destination Type

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Output Destination Format

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Output Destination String

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Process File Name

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Main Schedule Name

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Main Job Name

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Print Distribution List

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Print Parameter List

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Print Application Message

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Print System Message

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Print Job Tree

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Report

Unable to render {include} The included page could not be found.

Content Filter

Unable to render {include} The included page could not be found.

PeopleSoft Distribution Details

If Command = Schedule Process or Schedule Job; This section contains assorted distribution details about the task.

Report Folder Name

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Retention Days

Unable to render {include} The included page could not be found.

Email Address List

Unable to render {include} The included page could not be found.

Email Subject

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Email Text

Unable to render {include} The included page could not be found.

Email With Log

Unable to render {include} The included page could not be found.

Email Web Report

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Distribution Options

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Result Processing DetailsThis section contains assorted detailed information about result processing for this task.

Exit Code Processing

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Output Type

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Scan Output For

Unable to render {include} The included page could not be found.

Output File (for Exit Code Processing)

Unable to render {include} The included page could not be found.

Exit Codes

Unable to render {include} The included page could not be found.

Automatic Output Retrieval

Unable to render {include} The included page could not be found.

Wait For Output

Unable to render {include} The included page could not be found.

Failure Only

Unable to render {include} The included page could not be found.

Start Line

Unable to render {include} The included page could not be found.

Number of Lines

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Scan Text

Unable to render {include} The included page could not be found.

Output File (for Automatic Output Retrieval)

Unable to render {include} The included page could not be found.

Retry Options

This section contains specifications for retrying the task.

Maximum Retries

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Retry Indefinitely

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Retry Interval (Seconds)

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Current Retry Count

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Suppress Intermediate Failures

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Next Retry Time

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Wait / Delay Options

This section contains specifications for waiting to start and/or delaying on start the task.

Wait To Start

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Wait Time

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Wait Day Constraint

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Wait Duration

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Wait Duration In Seconds

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Delay On Start

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Delay Duration

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Delay Duration In Seconds

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Time Options

This section contains time-related specifications for the task instance.

Late Start

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Started Late

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Late Start Type

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Late Start Time

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Late Start Day Constraint

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Late Start Nth Amount

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Late Start Duration

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Computed Late Start Time

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Late Finish

Unable to render {include} The included page could not be found.

Finished Late

Unable to render {include} The included page could not be found.

Late Finish Type

Unable to render {include} The included page could not be found.

Late Finish Offset Type

Unable to render {include} The included page could not be found.

Late Finish Percentage Offset ( + )

Unable to render {include} The included page could not be found.

Late Finish Duration Offset ( + )

Unable to render {include} The included page could not be found.

Late Finish Duration Offset Unit

Unable to render {include} The included page could not be found.

Late Finish Time

Unable to render {include} The included page could not be found.

Late Finish Day Constraint

Unable to render {include} The included page could not be found.

Late Finish Nth Amount

Unable to render {include} The included page could not be found.

Late Finish Duration

Unable to render {include} The included page could not be found.

Computed Late Finish Time

Unable to render {include} The included page could not be found.

Early Finish

Unable to render {include} The included page could not be found.

Finished Early

Unable to render {include} The included page could not be found.

Early Finish Type

Unable to render {include} The included page could not be found.

Early Finish Offset Type

Unable to render {include} The included page could not be found.

Early Finish Percentage Offset ( - )

Unable to render {include} The included page could not be found.

Early Finish Duration Offset ( - )

Unable to render {include} The included page could not be found.

Early Finish Duration Offset Unit

Unable to render {include} The included page could not be found.

Early Finish Time

Unable to render {include} The included page could not be found.

Early Finish Day Constraint

Unable to render {include} The included page could not be found.

Early Finish Nth Amount

Unable to render {include} The included page could not be found.

Early Finish Duration

Unable to render {include} The included page could not be found.

Projected Late

Unable to render {include} The included page could not be found.

Critical Path Options

This section contains Critical Path-related specifications for the task.

CP Duration

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CP Duration (Resolved)

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CP Duration Unit

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Workflow Execution Options

This section contains Execution Restriction specifications for the task if it is within a Workflow.

Execution Restriction

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Restriction Period

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Before Date

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Before Time

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After Date

Unable to render {include} The included page could not be found.

After Time

Unable to render {include} The included page could not be found.

Date List

Unable to render {include} The included page could not be found.

Statistics

This section contains time-related statistics for the task instance.

User Estimated End Time

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Lowest Estimated End Time

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Average Estimated End Time

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Highest Estimated End Time

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Projected Start Time

System-supplied; projected start time of the task instance, calculated by the Controller based on Projected End Time minus Projected Duration. 

Projected End Time

System-supplied; projected end time of the task instance, calculated by the Controller based on the projected end time of its predecessor (or the maximum projected end time of all its predecessors, if more than one path exists to that task instance) plus its estimated critical path duration.

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Status History

History of all statuses that the task instance has gone through.

Buttons

This section identifies the buttons displayed above and below the Task Instance Details that let you perform various actions.

Update

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Force Finish

Unable to render {include} The included page could not be found.

Hold

Unable to render {include} The included page could not be found.

Skip

Unable to render {include} The included page could not be found.

Re-run

Unable to render {include} The included page could not be found.

View Parent

Unable to render {include} The included page could not be found.

Retrieve Output

Unable to render {include} The included page could not be found.

Delete

Unable to render {include} The included page could not be found.

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this task instance.

Tabs

This section identifies the tabs across the top of the Task Instance Details that provide access to additional information about the task instance.

RunTime Parameters

See Adding RunTime Parameters, below.

Virtual Resources

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Exclusive Requests

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Notes

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Adding RunTime Parameters

You can add one or more RunTime Parameters for each PeopleSoft task, and define the values for those parameters, as described below.

Adding a Parameter

Step 1

Open the PeoplsSoft task to which you want to add the parameter.

Step 2

Click the Runtime Parameters tab. The Runtime Parameters list displays a list of all Runtime Parameters for which values have been defined for this task.
 

Step 3

Click the  button to display RunTime Parameter Details.
 

 

Note

If the Command field in the PeopleSoft Details specifies Schedule Job, the RunTime Parameter Details also requires you to select a Process Name and Process Type.

Step 4

Click the refresh picker icon next to the Parameter Name field to select options for the RunTime Parameter.
 

Step 5

For each field on the Refresh Parameter Name Options... dialog, you can select from a list of values that may have changed since the last time that a value was selected.
 
Most of the fields on a Refresh Options... dialog are fields from the PeopleSoft Task Details, and the values for those fields in the dialog are, by default, the same as the values for the fields in the Details. You can keep the current values or change them from their drop-down lists.
 
When you click the Submit button on the Refresh Parameter Name Options... dialog, the drop-down list for the Parameter Name field in the RunTime Parameter Details is populated with values that are determined by the values that you submitted on the Refresh Parameter Name Options... dialog.

Step 6

Select a parameter from the drop-down list and enter a Parameter Value.

Step 7

Click the Save button.

Deleting a RunTime Parameter

To delete a single RunTime Parameter for a task, either:

  • Right-click the parameter on the RunTime Parameters list and click Delete on the Action menu.
  • Open the RunTime Parameter record and click the Delete button.

Running a PeopleSoft Task

You can run a PeopleSoft task:

Monitoring Task Execution

You can monitor all system activity from the Activity Monitor and can view activity history from the History list.

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