PeopleSoft Task
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:
- Identify a Universal Agent for Linux/Unix that will interface with the PeopleSoft system.
- Define an PeopleSoft connection in the Controller database.
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. |
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Step 2 | Enter/select Details for a new PeopleSoft task, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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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 |
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General | This section contains general information about the task. |
Name | User-defined name of this task (Maximum = 255 alphanumeric characters); variables supported. It is the responsibility of the user to develop a workable naming scheme for tasks. |
Version | System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning. |
Description | Description of this record. Maximum length is 255 characters. |
Member of Business Services | User-defined; Allows you to select one or more Business Services that this record belongs to. (You also can Check All or Uncheck All Business Services for this record.) You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service. If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted. |
Resolve Name Immediately | If enabled, the Instance Name of the task instance will be resolved immediately at trigger/launch time. |
Time Zone Preference | User-defined; Allows you to specify the time zone that will be applied to the task. Options:
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Hold on Start | If enabled, when the task is launched it appears in the Activity Monitor with a status of Held. The task runs when the user releases it. |
Hold Reason |
Information about why the task will be put on hold when it starts. |
Virtual Resource Priority | Priority for acquiring a resource when two or more tasks are waiting for the resource. This priority applies to all resources required by the task. Options: 1 (high) - 100 (low). Default is 10. |
Hold Resources on Failure |
If enabled, the task instance will continue to hold Renewable resources if the task instance fails. Renewable resources will be returned only if the task instance status is either Complete, Finished, or Skipped. |
Agent Details | This section contains assorted detailed information about the Agent / Agent Cluster selected for this task. |
Cluster | Indication that selecting a Utility Agent Cluster is required. If Cluster is selected, selecting a Utility Agent is not required unless Utility Agent Variable is selected. |
Utility Agent | Name of the Agent resource that identifies the machine where the operation will run. If you do not specify a Utility Agent, you must specify a Utility Agent Cluster or Utility Cluster Broadcast. |
Utility Agent Variable | If enabled, the Utility Agent field converts from a reference field (where you browse and select a record) into a text field that allows you to enter a variable. Use the format:
The variable must be a supported type as described in Variables and Functions. Note When updating multiple Tasks, to change from using a Utility Agent reference to using a Utility Agent variable, you must change the Utility Agent Variable field to Yes and specify the Utility Agent variable in the Utility Agent Unresolved field. Conversely, to change from using a Utility Agent variable to using a Utility Agent reference, you must change the Utility Agent Variable field to No and specify the Utility Agent reference in the Utility Agent field. |
Utility Agent Cluster | If Cluster is selected; Group of Agents, one of which the Controller will choose to run this task. You can specify a Utility Agent Cluster in addition to or in place of a specific Utility Agent. If you specify a Utility Agent and a Utility Agent Cluster, the Controller first tries to run the task on the specific Utility Agent. If the Utility Agent is not available, the Controller reverts to the Utility Agent Cluster. See Agent Clusters for more information. |
Utility Agent Cluster Variable | Indication of whether the Utility Agent Cluster field is a reference field for selecting a specific Agent Cluster (unchecked) or a text field for specifying the Utility Agent Cluster as a variable (checked). Use the format:
The variable must be a supported type as described in Variables and Functions. Note When updating multiple Tasks, to change from using a Utility Agent Cluster reference to using a Utility Agent Cluster variable, you must change the Utility Agent Cluster Variable field to Yes and specify the Utility Agent Cluster variable in the Utility Agent Cluster Unresolved field. Conversely, to change from using a Utility Agent Cluster variable to using a Utility Agent Cluster reference, you must change the Utility Agent Cluster Variable field to No and specify the Utility Agent Cluster reference in the Utility Agent Cluster field. |
Utility Credentials |
Required if the Agent Credentials Required Universal Controller system property is true. |
Utility Credentials Variable | Indication of whether the Utility Credentials field is a reference field for selecting a specific Credential (unchecked) or a text field for specifying the Utility Credentials as a variable (checked). Use the format: Note When updating multiple Tasks, to change from using a Utility Credentials reference to using a Utility Credentials variable, you must change the Utility Credentials Variable field to Yes and specify the Utility Credentials variable in the Utility Credentials Unresolved field. Conversely, to change from using a Utility Credentials variable to using a Utility Credentials reference, you must change the Utility Credentials Variable field to No and specify the Utility Credentials reference in the Utility Credentials field. |
PeopleSoft Details | This section contains assorted detailed information about the task. |
PeopleSoft Connection |
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PeopleSoft Connection Variable | Indication of whether the PeopleSoft Connection field is a reference field for selecting a specific PeopleSoft Connection (unchecked) or a text field for specifying the PeopleSoft Connection as a variable (checked). Use the format: The variable must be a supported type as described in Variables and Functions. Note When updating multiple Tasks, to change from using a PeopleSoft Connection reference to using a PeopleSoft Connection variable, you must change the PeopleSoft Connection Variable field to Yes and specify the PeopleSoft Connection variable in the PeopleSoft Connection Unresolved field. Conversely, to change from using a PeopleSoft Connection variable to using a PeopleSoft Connection reference, you must change the PeopleSoft Connection Variable field to No and specify the PeopleSoft Connection reference in the PeopleSoft Connection field. |
PeopleSoft Credentials | Login credentials that the Controller will use to access the PeopleSoft system. The credentials are stored in the Universal Controller credentials table; see Credentials. Note Either the PeopleSoft Connection or the PeopleSost task using that connection must specify PeopleSoft Credentials. If a PeopleSoft task using the PeopleSoft Connection specifies PeopleSoft Credentials, those PeopleSoft task credentials override the PeopleSoft Connection credentials. |
PeopleSoft Credentials Variable | Indication of whether the Credentials field is a reference field for selecting a specific Credential (unchecked) or a text field for specifying the Credential as a variable (checked). Use the format: The variable must be a supported type as described in Variables and Functions. Note When updating multiple Tasks, to change from using a Credentials reference to using a Credentials variable, you must change the Credentials Variable field to Yes and specify the Credentials variable in the Credentials Unresolved field. Conversely, to change from using a Credentials variable to using a Credentials reference, you must change the Credentials Variable field to No and specify the Credentials reference in the Credentials field. |
Command |
PeopleSoft command to execute. Options:
Default is Schedule Process. |
Run Control ID | If Command = Schedule Process or Schedule Job; Run control ID to be used for the process submission. |
Process Type | |
Process/Job Name | If Command = Schedule Process or Schedule Job; Name of the PeopleSoft process/job. |
Server Name | |
Output Destination Type | If Command = Schedule Process or Schedule Job; Type of output for the submitted process. |
Output Destination Format | If Command = Schedule Process or Schedule Job; Override of the default output format for the submitted process. |
Output Destination String | If Command = Schedule Process or Schedule Job; File path or printer destination for the output. |
Process File Name | If Command = Schedule Process or Schedule Job; Dependent file name. |
Main Schedule Name | If Command = Run Jobset; Name of the jobset schedule. |
Main Job Name | If Command = Run Jobset; Name of the job within the jobset schedule. |
Print Distribution List |
Specification for whether or not the report-recipient distribution list is included in the Job Report. |
Print Parameter List |
Specification for whether or not the parameter list job items are included in the Job Report. |
Print Application Message |
Specification for whether or not the application messages for the monitored processes are included in the Job Report. |
Print System Message |
Specification for whether or not the application messages for the monitored processes are included in the Job Report. |
Print Job Tree |
Specification for whether or not the job tree is included in the Job Report. |
Report |
Specification for whether or not reports associated with a process are returned. |
Content Filter |
Comma-delimited list of report file suffixes that will not be returned. For example: pdf,xls |
PeopleSoft Distribution Details | If Command = Schedule Process or Schedule Job; This section contains assorted distribution details about the task. |
Report Folder Name | If Command = Schedule Process or Schedule Job; Folder in which the report will be viewed in Report Manager. |
Retention Days | If Command = Schedule Process or Schedule Job; Number of days that reports generated by the submitted process should be retained by the system. |
Email Address List | If Command = Schedule Process; List of email addresses, separated by semicolons. |
Email Subject | If Command = Schedule Process; Subject line of the email. If not specified, the default subject line is used. |
Email Text | If Command = Schedule Process; Body of the email. If not specified, the default body message is used. |
Email With Log | If Command = Schedule Process; Indication (checked or unchecked) for whether or not to attach log files resulting from the Structured Query Report. Only applicable if Process Type = SQR Report. |
Email Web Report | If Command = Schedule Process; Indication (checked or unchecked) for whether or not to include a link to the completed report output. Only applicable if Output Destination Type = WEB. |
Distribution Options | If Command = Schedule Process; Recipients of the process output To add an option, click the + icon and enter:
To delete an option, select in the list of variables and click the - icon. |
Result Processing Details | This section contains assorted detailed information about result processing for this task. |
Exit Code Processing | Specifies how the Controller should determine whether the executed command failed or completed successfully. Options:
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Output Type | Required if Exit Code Processing = Success Output Contains or Failure Output Contains; type of output. Options:
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Scan Output For | Required if Exit Code Processing = Success Output Contains or Failure Output Contains; text for which the Controller should scan the output file. The Controller will process this field as a regular expression. |
Output File (for Exit Code Processing) | Required if Output Type = File; path and file name of the output file that should be scanned for the text in the Scan Output For field. |
Exit Codes | Required if Exit Code Processing = Success Exitcode Range or Failure Exitcode Range; range of exit codes. Format: Numeric. Use commas to list a series of exit codes; use hyphens to specify a range. Example: 1,5, 22-30. Variables are supported. |
Automatic Output Retrieval |
Specifies whether you want the Controller to automatically retrieve any output from the job and attach it to the task instance record. Options:
Note Tasks specifying Automatic Output Retrieval will fail with Start Failure if the Agent Output Prohibited field is true in the Details of the specified Agent. |
Wait For Output | If Automatic Output Retrieval = Standard Output, Standard Error, File, or Standard Output/Error, and Failure Only is not enabled (checked); Specification that the task should wait for the requested output before completing. |
Failure Only | If Automatic Output Retrieval = Standard Output, Standard Error, File, or Standard Output/Error, and Wait For Output is not enabled (checked); Indication for whether output should be retrieved on task failure only. |
Start Line | If Automatic Output Retrieval = Standard Output, Standard Error, File, or Standard Output/Error; Instructs the Controller to retrieve data beginning at the line indicated.
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Number of Lines | If Automatic Output Retrieval = Standard Output, Standard Error, File, or Standard Output/Error; Allows you to limit the retrieved data to the number of lines specified. If a Number of Lines value is not specified, the default is the value of the Retrieve Output Default Number Of Lines Universal Controller system property. |
Scan Text | If Automatic Output Retrieval = Standard Output, Standard Error, File, or Standard Output/Error; Regex pattern that the Controller will search for a match for in STDOUT/STDERR or a specified file. The Controller will include the Number of Lines above and below the first line matched. |
Output File (for Automatic Output Retrieval) | Required if Automatic Output Retrieval = File; path and file name containing the output that you want automatically retrieved and attached to the task instance. |
Retry Options | This section contains specifications for retrying the task. |
Maximum Retries |
User-defined; maximum number of times that the Controller should retry this task after it has started and gone to a failed state. |
Retry Indefinitely | User-defined; indicates whether the Controller should continue trying indefinitely to run this task. If you enable this field, it overrides any value placed in the Maximum Retries field. |
Retry Interval (Seconds) |
User-defined; number of seconds between each retry. |
Suppress Intermediate Failures | User-defined; If the task instance is in the Failed status, indicates whether or not the following will be suppressed until all scheduled retry attempts (a Maximum Retries value has been entered or Retry Indefinitely has been enabled) have been made:
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