File Transfer Task

Overview

The File Transfer task allows you to execute file transfers on remote machines using any of the following protocols:

  • FTP
  • SFTP
  • UDM
  • FTPS
  • FTPES

To run a File Transfer task, you need Universal Agent for Linux/Unix, z/OS, or Windows to communicate with the File Transfer server. The Agent can, but does not have to be, running on the same machine as the File Transfer server.

The following examples provide sample configurations for executing file transfers using a File Transfer task.

In the first example, the user wants to transfer a file from a remote File Transfer Server on a machine that does not have an Agent running on it. In this case, the File Transfer task definition provides an address and login credentials for the machine where the Agent is running as well as address and login credentials for the machine where the File Transfer server is running.
 

 

In the second example, the user wants to transfer a file from a remote File Transfer Server on a z/OS machine that does have an Agent running on it. In this case, the login credentials for the Agent machine and the File Transfer server machine are the same.
 

 

Built-In Variables

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

Creating a File Transfer Task

Step 1

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

Step 2

Enter/select Details for a new File Transfer 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  button above the list to display a pop-up version of the Details.

Step 3

Click a  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).

File Transfer Protocols

When you create a File Transfer task, you select a file transfer protocol: FTP, SFTP, UDM, FTPS or FTPES. 

The File Transfer Task Exclude Protocols Universal Controller system property permits the exclusion of one or more, but not all, protocols from being selected (see the Transfer Protocol field, below.)

The order of precedence for selecting a default Transfer Protocol for a File Transfer task is UDM, SFTP, FTPS, FTP, FTPES.  The first of these protocols that is not specified in the File Transfer Task Exclude Protocols system property will be the default.

For example:. 

File Transfer Protocols Details

The Details for FTP, SFTP, FTPS, and FTPES transfer protocols are the same; the Details for the UDM transfer protocol differs considerably.

Using SFTP requires that you supply a valid credential that specifies the location of the SSL/TLS Private key on your Agent. In the Credentials Details, you supply the location for the private key in the field "Key Location (File Transfer only)". This location must exist on the Agent where you intend to run the SFTP task.

Make sure you have your private/public keys properly set up and working before you configure the Controller to use it. For example, to validate the keys, log into your destination server from your agent server using ssh.

FTP/SFTP/FTPS/FTPES File Transfer Task Details

The following FTP/SFTP/FTPS/FTPES File Transfer Task Details is for an existing FTP/SFTP/FTPS/FTPES File Transfer task.

Depending on the values that you enter / select for these fields, and whether or not the FTP/SFTP/FTPS/FTPES File Transfer 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 FTP/SFTP/FTPS/FTPES File Transfer Task Details.
 

FTP/SFTP/FTPS/FTPES File Transfer Task Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in FTP/SFTP/FTPS/FTPES File Transfer Task Details.

Field Name

Description

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:

  • – System Default –
    Time zone is based on the value of the Task Time Zone Preference Universal Controller system property: Server or Inherited.
  • Server (xxx)
    Where (xxx) is the time zone ID of the server; time zone is evaluated in the time zone of the server.
  • Inherited
    Time zone is evaluated in the time zone of the Parent Workflow or Trigger / Launch specification in the case there is no Parent Workflow.

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.

Mutually Exclusive With Self

If enabled, the task will not be allowed to run concurrently with itself. Task will not start until the instance that is running finishes. An instance will transition to Exclusive Wait status if it cannot start due to another instance already running. 

Simulate 

Specifies if the instance should execute under simulation mode

Agent Details

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

Cluster

Indication that selecting an Agent Cluster is required and selecting Broadcast, which lets you select a Cluster Broadcast, is optional.  If Cluster is selected, selecting an Agent is not required unless Agent Variable is selected.

Agent

Name of the Agent resource that identifies the machine where the operation will run. If you do not specify an Agent, you must specify an Agent Cluster or Cluster Broadcast.

Agent Variable

Indication of whether the Agent field is a reference field for selecting a specific Agent (unchecked) or a text field for specifying the Agent as a variable (checked). Use the format: ${variable name}. The variable must be a supported type as described in Variables and Functions.
 

Note

When updating multiple Tasks, to change from using an Agent reference to using an Agent variable, you must change the Agent Variable field to Yes and specify the Agent variable in the Agent Unresolved field. Conversely, to change from using an Agent variable to using an Agent reference, you must change the Agent Variable field to No and specify the Agent reference in the Agent field.

Agent Cluster

If Cluster is selected and Broadcast is not selected; Group of Agents, one of which the Controller will choose to run this task (compare with Cluster Broadcast). You can specify an agent cluster in addition to or in place of a specific Agent. If you specify an Agent and an agent cluster, the Controller first tries to run the task on the specific agent. If the Agent is not available, the Controller reverts to the agent cluster. See Agent Clusters for more information.

Agent Cluster Variable

Indication of whether the Agent Cluster field is a reference field for selecting a specific Agent Cluster (unchecked) or a text field for specifying the Agent Cluster as a variable (checked). Use the format: ${variable name}.

The variable must be a supported type as described in Variables and Functions.
 

Note

When updating multiple Tasks, to change from using an Agent Cluster reference to using an Agent Cluster variable, you must change the Agent Cluster Variable field to Yes and specify the Agent Cluster variable in the Agent Cluster Unresolved field. Conversely, to change from using an Agent Cluster variable to using an Agent Cluster reference, you must change the Agent Cluster Variable field to No and specify the Agent Cluster reference in the Agent Cluster field.

Broadcast

Displays only if Cluster is selected; Indication that selecting a Cluster Broadcast is required. Selecting Broadcast hides the Agent and Agent Cluster fields; you cannot select values for them.

Cluster Broadcast

Group of Agents, all of which will run this task (compare with Agent Cluster). If Broadcast is selected for a task, you must select a Cluster Broadcast instead of a specific Agent and/or agent cluster. Each instance of the task running on its own Agent becomes a separate task instance record in the database and displays separately on the Activity Monitor.

Cluster Broadcast Variable

Indication of whether the Cluster Broadcast field is a reference field for selecting a specific Cluster Broadcast (unchecked) or a text field for specifying the Cluster Broadcast as a variable (checked). Use the format:

${variable name}.

The variable must be a supported type as described in Variables and Functions.
 

Note

When updating multiple Tasks, to change from using a Cluster Broadcast reference to using a Cluster Broadcast variable, you must change the Cluster Broadcast Variable field to Yes and specify the Cluster Broadcast variable in the Cluster Broadcast Unresolved field. Conversely, to change from using a Cluster Broadcast variable to using a Cluster Broadcast reference, you must change the Cluster Broadcast Variable field to No and specify the Cluster Broadcast reference in the Cluster Broadcast field.

Credentials

Credentials under which an Agent runs this task. These Credentials override any Credentials provided in the Agent Details for any Agent running this task.

If the user does not have a login shell, add a - character in front of the runtime credentials name. The Controller will provide a shell for that user and strip the - character from the name.

Required if the Agent Credentials Required Universal Controller system property is true. When required, if the Credential is specified as a variable, and the variable resolves to blank, a Start Failure will occur.

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: ${variable name}.

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.

File Transfer Details

This section contains assorted detailed information about the task.

Transfer Protocol

Type of transfer protocol for this file transfer.

Options:

  • FTP
  • SFTP
  • UDM
  • FTPS
  • FTPES

Command

File Transfer command being executed.

Options:

  • GET - Copies a remote file to the local computer.
  • PUT - Copies a local file to the remote computer.
  • MGET - Copies multiple remote files to the local computer.
  • MPUT - Copies multiple local files to the remote computer.
  • DELETE - Deletes the specified file from the remote computer.
  • MDELETE - Deletes the specified file(s) from the remote computer
  • MKDIR - Creates the specified directory on the remote computer.
  • RMDIR - Removes the specified directory from the remote computer.

Job Card (z/OS only)

For z/OS, the job card information for the JCL statement. Example:

Subcommands (z/OS only)

For z/OS, any subcommands used in the JCL statement.

Verify Host Name

If Transfer Protocol = FTPS or FTPES; Indication of whether to verify the DNS name or IP address of the FTP server's certificate against the host system.

Authenticate Peer

If Transfer Protocol = FTPES; Indication of whether to use a CA certificate configured in the agent to authenticate the FTP server's certificate.

Transfer Type

Data format of the file being transferred.

Options:

  • Binary
  • ASCII

Transfer Mode

If Transfer Protocol is FTP, FTPS, or FTPES; Transfer mode.

Options:

  • Active
  • Passive
  • Extended Passive

Remote Server

Required if Transfer Protocol = FTP, SFTP, FTPS, or FTPES; name or IP address of the File Transfer server. This machine may or may not be the same as the Agent machine.
 
You also can specify a non-standard FTP, SFTP, FTPS, or FTPES port: port number separated from the host name with a colon: "some.server.com:2222".

FTP Credentials

Login credentials that the Agent will use to access the FTP or SFTP server machine. If the File Transfer server and Agent are running on the same machine, enter the same credentials as those you entered in the Credentials field.

FTP Credentials Variable

Indication of whether the FTP Credentials field is a reference field for selecting a specific /wiki/spaces/UC71x/pages/5178443 (unchecked) or a text field for specifying the FTP Credentials as a variable (checked). Use the format:

The variable must be a supported type as described in /wiki/spaces/UC71x/pages/5177616.
 

Note

When updating multiple Tasks, to change from using an FTP Credentials reference to using an FTP Credentials variable, you must change the FTP Credentials Variable field to Yes and specify the FTP Credentials variable in the FTP Credentials Unresolved field. Conversely, to change from using an FTP Credentials variable to using an FTP Credentials reference, you must change the FTP Credentials Variable field to No and specify the FTP Credentials reference in the FTP Credentials field.

Local Filename

Required if Transfer Type = FTP, SFTP, FTPS, or FTPES; Path and file name on the local server. That is, the "transfer from" file name.

Use Regular Expression

Enables the use of a regular expression in the Local Filename field.

Remote Filename

Required if Transfer Type = FTP, SFTP, FTPS, or FTPES; Path and file name on the remote server. That is, the "transfer to" file name.

Move

If Transfer Protocol = FTP, SFTP, FTPS, or FTPES, and Command = GET, MGET, PUT, or MPUT; Modifies the behavior of GET/MGET and PUT/MPUT by deleting the source file(s) after being transferred to the destination.
 
GET/MGET with Move enabled will delete the files from the remote FTP server; PUT/MPUT with Move enabled will delete the files from the local FTP client.

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:

  • Workflow conditional path processing; any Successors waiting on a failure path will not be released.

  • Task Monitors will not be notified of the Failed status. Also, any Task Monitor task that has a Time Scope in the past will disqualify any matching task instance in the past with a Failed status if the task instance is scheduled for automatic retry and for which Suppress Intermediate Failures has been enabled.

  • Any Workflow containing the Failed task instance will not transition to the Running/Problems status.


Wait / Delay Options

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

Wait To Start

Amount of time to wait before starting a task from the time that it was launched.
 
Options are:

  • – None –
  • Time
  • Relative Time
  • Duration
  • Seconds

Wait Time

If Wait To Start = Time or Relative Time; Time of day (in 24-hour time) to wait until before starting the task. 

Wait Day Constraint

If Wait To Start = Time or Relative Time; Specification for whether or not to advance the wait time to another day.

Valid values:

  • -- None --
    • If Wait To Start = Time; Advance to the next day if the specified wait time is before the time that the task instance is eligible to start; that is, all dependencies have been met. For example: it is not being held, and it is not waiting on any predecessors.
    • If Wait To Start = Relative Time; Advance to the next day if the specified wait time is before the task instance Trigger Time or, if there is no Trigger Time, before the task instance Launch Time. In the latter case, when a task instance is within a workflow, it will inherit the Launch Time of the top-level parent workflow task instance.
  • Same Day
    Do not advance day.
  • Next Day
    Advance to the next day.
  • Next Business Day
    Advance to the next business day.
  • Sunday
    If today is not Sunday, advance to next Sunday.
  • Monday
    If today is not Monday, advance to next Monday.
  • Tuesday
    If today is not Tuesday, advance to next Tuesday.
  • Wednesday
    If today is not Wednesday, advance to next Wednesday.
  • Thursday
    If today is not Thursday, advance to next Thursday.
  • Friday
    If today is not Friday, advance to next Friday.
  • Saturday
    If today is not Saturday, advance to next Saturday.

Default is – None --.

Wait Duration

If Wait To Start = Duration; Number of days, hours, minutes, and seconds to wait before starting the task.

Wait Duration In Seconds

If Wait To Start = Seconds; Number of seconds to wait before starting the task.

Delay On Start

Amount of time to delay the start of a task, after it has been launched, from the time that it is eligible to start; that is, all dependencies have been met. For example: it is not being held, it is not waiting on any predecessors, or there is no wait time specified.
 
Options are:

  • – None –
  • Duration
  • Seconds

Delay Duration

If Delay On Start = Duration; Number of days, hours, minutes, and seconds to delay after starting the task.

Delay Duration In Seconds

If Delay On Start = Seconds; Number of seconds to delay after starting the task.

Workflow Only

Specification for whether or not to apply the Wait To Start and Delay On Start specifications only if the task is in a Workflow.
 
Options are:

Time Options

This section contains time-related specifications for the task.

Late Start

If enabled, and if the task instance starts after the time or period specified, the task instance is flagged as late. You can specify a time or duration to determine a late start (see Late Start Type). To determine whether a task instance started late, open the task instance and locate the Started Late field; the field is checked if the instance started after the specified time. The Started Late field displays in the task instance Details only if the user specified a Late Start in the task Details.

Late Start Type

Required if Late Start is enabled.

Options:

  • Time - Flag the task if it starts after the specified time.
  • Duration - Flag the task if it starts a certain amount of time after the programmed start time. The task must have a specific start time.

Late Start Time

If Late Start Type = Time; Time after which the task start time is considered late. Use HH:MM, 24-hour time.

Late Start Day Constraint

If Late Start Type = Time; Specification for whether or not to advance the late start time to another day.
 
Valid values:

  • -- None --
    Advance to the next day if the specified late start time is before the Created time of the task instance.
  • Same Day
    Do not advance day.
  • Next Day
    Advance to the next day.
  • Next Business Day
    Advance to the next business day.
  • Sunday
    If today is not Sunday, advance to next Sunday.
  • Monday
    If today is not Monday, advance to next Monday.
  • Tuesday
    If today is not Tuesday, advance to next Tuesday.
  • Wednesday
    If today is not Wednesday, advance to next Wednesday.
  • Thursday
    If today is not Thursday, advance to next Thursday.
  • Friday
    If today is not Friday, advance to next Friday.
  • Saturday
    If today is not Saturday, advance to next Saturday.
  • Nth Day
    Advance to a specific number of days in the future.

Default is – None --.

Late Start Nth Amount

If Late Start Day Constraint = Nth Day; Number of days to advance.

Late Start Duration

If Late Start Type = Duration; Duration (amount of relative time) after which the task is considered to have started late.

For a task within a workflow, the duration is the period between the time the workflow starts and the time the task itself starts. For example, a task might have a Late Start Duration of 60 minutes. If the workflow starts at 9:00 a.m. but the task itself does not start until 10:30, the task has started late.

For a task that is not within a workflow, Late Start Duration has meaning only if the task has been held upon starting. For example, if a task has a Late Start Duration of 60 minutes and the Hold on Start field is enabled, if the task is not released from hold within the amount of time specified in the Late Start Duration field, the task has started late.

Late Finish

If enabled, and if the task instance finishes after the time or period specified, the task instance is flagged as late. You can specify a time or duration to determine a late finish (see Late Finish Type). To determine whether a task instance finished late, open the task instance and locate the Finished Late field; the field is checked if the instance finished after the specified time or lasted longer than expected. This field only appears on the task instance if the user specified a Late Finish in the task definition.

Late Finish Type

Required if Late Finish is enabled.

Options:

  • Time - Flag the task if it finishes after the specified time (see Late Finish Time).
  • Duration - Flag the task if it finishes a certain amount of time after the programmed finish time (see Late Finish Duration). The task must have a specific finish time.
  • Average Duration - Flag the task if it finishes before the average duration (see Average Instance Time) for the task, less an offset (see Late Finish Offset Type), if specified.

Late Finish Offset Type

If Late Finish Type = Average Duration;

Options:

  • Percentage
  • Duration

Late Finish Percentage Offset ( + )

Required if Late Finish Offset Type = Percentage; Percentage of Average Duration to use as an offset.  The late finish time is calculated by adding the offset to the Average Duration.

Late Finish Duration Offset ( + )

Required if Late Finish Offset Type = Duration; Duration to use as an offset.  The late finish time is calculated by adding the offset to the Average Duration

Late Finish Duration Offset Unit

If Late Finish Offset Type = Duration;

Options:

  • Seconds
  • Minutes
  • Hours

Late Finish Time

If Late Finish Type = Time; Time after which the task finish time is considered late. Use HH:MM, 24-hour time.

Late Finish Day Constraint

If Late Finish Type = Time; Specification for whether or not to advance the late finish time to another day.
 
Valid values:

  • -- None --
    Advance to the next day if the specified late finish time is before the Created time of the task instance.
  • Same Day
    Do not advance day.
  • Next Day
    Advance to the next day.
  • Next Business Day
    Advance to the next business day.
  • Sunday
    If today is not Sunday, advance to next Sunday.
  • Monday
    If today is not Monday, advance to next Monday.
  • Tuesday
    If today is not Tuesday, advance to next Tuesday.
  • Wednesday
    If today is not Wednesday, advance to next Wednesday.
  • Thursday
    If today is not Thursday, advance to next Thursday.
  • Friday
    If today is not Friday, advance to next Friday.
  • Saturday
    If today is not Saturday, advance to next Saturday.
  • Nth Day
    Advance to a specific number of days in the future.

Default is – None --.

Late Finish Nth Amount

If Late Finish Day Constraint = Nth Day; Number of days to advance.

Late Finish Duration

If Late Finish Type = Duration; Longest amount of time this task instance should take to run.

Early Finish

If enabled, and if the task instance finishes before the time or period specified, the task instance is flagged as early. You can specify a time or duration to determine an early finish (see Early Finish Type). To determine whether a task instance finished early, open the task instance and locate the Finished Early field; the field is checked if the instance finished before the specified time or did not last as long as expected. This field only appears on the task instance if the user added Early Finish specifications to the task definition.

Early Finish Type

Required if Early Finish is enabled.

Options:

  • Time - Flag the task if it finishes before the specified time (see Early Finish Time).
  • Duration - Flag the task if it finishes a certain amount of time before the programmed finish time (see Early Finish Duration). The task must have a specific finish time.
  • Average Duration - Flag the task if it finishes before the average duration (see Average Instance Time) for the task, less an offset (see Early Finish Offset Type), if specified.

Early Finish Offset Type

If Early Finish Type = Average Duration;

Options:

  • Percentage
  • Duration

Early Finish Percentage Offset ( - )

Required if Early Finish Offset Type = Percentage; Percentage of Average Duration to use as an offset.  The early finish time is calculated by subtracting the offset from the Average Duration.

Early Finish Duration Offset ( - )

Required if Early Finish Offset Type = Duration; Duration to use as an offset. The early finish time is calculated by subtracting the offset from the Average Duration.

Early Finish Duration Offset Unit

If Early Finish Offset Type = Duration;

Options:

  • Seconds
  • Minutes
  • Hours

Early Finish Time

If Early Finish Type = Time; Time before which the task finish time is considered early. That is, enter a time at which the task should still be running. Use HH:MM, 24-hour time.

Early Finish Day Constraint

If Early Finish Type = Time; Specification for whether or not to advance the early finish time to another day.

 
Valid values:

  • -- None --
    Advance to the next day if the specified early finish time is before the Created time of the task instance.
  • Same Day
    Do not advance day.
  • Next Day
    Advance to the next day.
  • Next Business Day
    Advance to the next business day.
  • Sunday
    If today is not Sunday, advance to next Sunday.
  • Monday
    If today is not Monday, advance to next Monday.
  • Tuesday
    If today is not Tuesday, advance to next Tuesday.
  • Wednesday
    If today is not Wednesday, advance to next Wednesday.
  • Thursday
    If today is not Thursday, advance to next Thursday.
  • Friday
    If today is not Friday, advance to next Friday.
  • Saturday
    If today is not Saturday, advance to next Saturday.
  • Nth Day
    Advance to a specific number of days in the future.

Default is – None --.

Early Finish Nth Amount

If Early Finish Day Constraint = Nth Day; Number of days to advance.

Early Finish Duration

If Early Finish Type = Duration; Shortest amount of time this task instance should take to run.

User Estimated Duration

Required if Early Finish Type or Late Finish Type = Average Duration; Estimated amount of time it should normally take to run this task. The Controller uses this information to calculate the User Estimated End Time on a task instance record.

User Estimated Duration is used when the Average Duration is not available; for example, on the first launch of a task.

Critical Path Options

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

CP Duration

Optional; Allows you to override the estimated Critical Path Duration of the task when running in a Workflow; used in conjunction with the CP Duration Unit field. In most cases, this field should be left blank, which implies that the Controller will estimate the Critical Path Duration based on historical executions. Valid values are any integer equal to or greater than 0. Variables and Functions are supported.

CP Duration (Resolved)

Displays the current resolved value of the CP Duration field, which may contain variables or functions that will be displayed as unresolved until the task instance starts. The CP Duration (Resolved) field can continue to change value until the task instance starts, at which time CP Duration will display as resolved and CP Duration (Resolved) will no longer be visible unless there was an issue resolving the variables and/or functions contained within CP Duration. If the Controller is unable to resolve CP Duration or it resolves to an invalid value, CP Duration will be ignored and the Controller will estimate the Critical Path Duration based on historical executions.

CP Duration Unit

Type of CP Duration; used in conjunction with the CP Duration field. For example, for a CP Duration of two minutes, specify 2 in the CP Duration field and select Minutes in this field.
 

Options:

  • Seconds
  • Minutes
  • Hours

Default is Minutes.



Workflow Execution Options

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

Execution Restriction

Specification for whether or not there is a restriction for this task to be run, skipped, or held.

Options are:

  • -- None -- No restriction for this task.
  • Run Restriction for when this task will be run.
  • Skip Restriction for when this task will be skipped.
  • Hold Restriction for when this task will be held.

If Execution Restriction on a task is Run or Skip, then when it is part of a Workflow that is being launched, the Restriction Period is evaluated. The task instance will be skipped if Execution Restriction is Skip and the date is within the Restriction Period or Execution Restriction is Run and the date is not within the Restriction Period. Execution Restriction can be set to Skip with a Restriction Period of - None -, meaning the restriction is always active and the task will be skipped when it is part of a Workflow.

Restriction Period

If Execution Restriction = Run, Skip, or Hold; Period of time when the task is restricted.

Options are:

  • – None –
    No period of restriction for this task.
  • Before
    Restriction is valid if the date is before the Before Date value.
  • After
    Restriction is valid if the date is after the After Date value.
  • Span
    Restriction is valid if the date is before the Before Date value and after After Date value.
  • On
    Restriction is valid if the date is one of the Date List values.

Before Date

If Restriction Period = Before or Span; Date before which the restriction is valid.

Before Time

If Restriction Period = Before or Span; Time on the selected date before which the restriction is valid.

After Date

If Restriction Period = After or Span; Date after which the restriction is valid.

After Time

If Restriction Period = After or Span; Time on the selected date after which the restriction is valid.

Date List

If Restriction Period = On; Date(s) on which the restriction is valid.

Statistics

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

First Execution

System-supplied; End Time of the first instance of this task to complete.

Last Execution

System-supplied; End Time of the last instance of this task to complete.

Last Instance Duration

System-supplied; Amount of time the task took to run the last time it ran.

Lowest Instance Time

System-supplied; Lowest amount of time this task has taken to run.

Average Instance Time

System-supplied; Average amount of time this task takes to run.

Highest Instance Time

System-supplied; Highest amount of time this task has taken to run.

Number of Instances

System-supplied; Number of instances in the database for this task.

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

Saves updates to the record.

Launch Task


Manually launches the task.

View Parents

Displays a list of any parent Workflow tasks for this task.

Copy

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

Delete

Deletes the current record.

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.

Variables


Lists all user-defined variables associated with this record; that is, variables that have been defined for this specific record.

Actions


Allows you to specify actions that the Controller will take automatically based on events that occur during the execution of this task.

Events are:

  • Task instance status
  • Exit codes
  • Late start
  • Late finish
  • Early finish

Actions are:

Abort Action

Abort the task if certain events occur. For details, see Abort Actions.

Email Notification

Send an email if certain events occur. For details, see Email Notification Actions.

Set Variable

Used in tasks and workflows to set a variable based on the occurrence of certain events. For details, see Creating a Set Variable Action within a Task or Workflow.

SNMP Notification

Send an email if certain events occur. For details, see SNMP Notification Actions.

System Operation

Run an Universal Controller system operation based on specified conditions. For details, see System Operation Actions.

Virtual Resources


Lists all Virtual Resources to which this task is assigned.
 
If you want to create a Task Virtual Resource for this task, you can select an existing Virtual Resource (or, optionally, first create a new Virtual Resource and then select it as the Task Virtual Resource) or enter a Virtual Resource variable. The variable must be a supported type as described in Variables and Functions.

Mutually Exclusive


Lists all tasks that have been set to be mutually exclusive of this task.

Instances

Lists all instances of the task.

Triggers

List of all triggers that reference this task in the Task(s) field of the trigger Details; that is, a list of all triggers that have been defined to launch this task. Also allows you to add new triggers. If you add a new trigger from this location, the Controller automatically constructs a default trigger name as follows: <current task name>#TRIGGER#. You can change the default name if desired. For instructions on creating triggers, see Triggers.

Notes


Lists all notes associated with this record.

Versions


Stores copies of all previous versions of the current record. See Record Versioning.

UDM File Transfer Task Details

The following UDM File Transfer Task Details is for an existing UDM File Transfer task.

Depending on the values that you enter / select for these fields, and whether or not the UDM File Transfer 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 UDM File Transfer Task Details.
 

UDM File Transfer Task Details Field Descriptions

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

Field Name

Description

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:

  • – System Default –
    Time zone is based on the value of the Task Time Zone Preference Universal Controller system property: Server or Inherited.
  • Server (xxx)
    Where (xxx) is the time zone ID of the server; time zone is evaluated in the time zone of the server.
  • Inherited
    Time zone is evaluated in the time zone of the Parent Workflow or Trigger / Launch specification in the case there is no Parent Workflow.

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.

Mutually Exclusive With Self

If enabled, the task will not be allowed to run concurrently with itself. Task will not start until the instance that is running finishes. An instance will transition to Exclusive Wait status if it cannot start due to another instance already running. 

Simulate 

Specifies if the instance should execute under simulation mode

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:

${variable name}.

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:

${variable name}.

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.

Broadcast

Displays only if Cluster is selected; Indication that selecting a Cluster Broadcast is required. Selecting Broadcast hides the Agent and Agent Cluster fields; you cannot select values for them.

Utility Cluster Broadcast

Group of Agents, all of which will run this task (compare with Utility Agent Cluster). You can specify a Utility Cluster Broadcast in place of a specific Utility Agent and/or Utility Agent Cluster. Each instance of the task running on its own Utility Agent becomes a separate task instance record in the database and displays separately on the Activity Monitor.

Utility Cluster Broadcast Variable

Indication of whether the Utility Cluster Broadcast field is a reference field for selecting a specific Utility Cluster Broadcast (unchecked) or a text field for specifying the Utility Cluster Broadcast as a variable (checked). Use the format: ${variable name}.

The variable must be a supported type as described in Variables and Functions.
 

Note

When updating multiple Tasks, to change from using a Utility Cluster Broadcast reference to using a Utility Cluster Broadcast variable, you must change the Utility Cluster Broadcast Variable field to Yes and specify the Utility Cluster Broadcast variable in the Utility Cluster Broadcast Unresolved field. Conversely, to change from using a Utility Cluster Broadcast variable to using a Utility Cluster Broadcast reference, you must change the Utility Cluster Broadcast Variable field to No and specify the Utility Cluster Broadcast reference in the *Utility Cluster Broadcast * field.

Utility Credentials


Login credentials that the Agent will use to access the Univ