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 the 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. | ||||||||||
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:
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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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.
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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:
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.
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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.
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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:
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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.
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:
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Late Finish Offset Type | |||||||||||
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. (Minimum = 0 and Maximum = 1000) | ||||||||||
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 | |||||||||||
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.
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:
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Early Finish Offset Type | |||||||||||
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. (Minimum = 0 and Maximum = 100) | ||||||||||
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 | |||||||||||
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.
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:
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:
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:
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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. | ||||||||||
Self-Service Options | This section contains Self-Service specifications for the task. | ||||||||||
Enforce Variables | Specifies whether or not to enforce Launch with Variables... when launching a task using the User Interface. | ||||||||||
Lock Variables | Specifies whether or not to prevent editing variables when using Launch with Variables... from the User Interface. | ||||||||||
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 |
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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:
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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 | Allows you to specify actions that the Controller will take automatically based on events that occur during the execution of this task. Events are:
Actions are:
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Virtual Resources |
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Mutually Exclusive |
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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 |
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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:
- Instances tab on the PeopleSoft Task Details for that task
- Activity Monitor
- Task Instances list
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 |
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General | This section contains general information about the task instance. |
Instance Name | Name of this task instance. |
Instance Number |
System-supplied; Sequentially assigned number, maintained per task, representing the creation order of the instance. |
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. |
Task |
Name of the task that was run to create this task instance. Click the icon to display Task Details for the task. |
Source Version | Version of the task that was run to create this task instance. |
Launch Source | System-supplied; Source from which this task was launched. Options:
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Source Instance | System-supplied; UUID of the source instance.
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Invoked by | System-supplied; how the task instance was launched. Options:
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Execution User |
System-supplied; If the task was launched manually; ID of the user who launched it. |
Calendar |
Calendar associated with the task instance. |
Time Zone Preference | User-defined; Allows you to specify the time zone that will be applied to the task. Options:
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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. |
Status | This section contains information about the current status of the task instance. |
Status | |
Exit Code |
System-supplied; the exit code captured by the Agent when executing the task (for example, a command or script). |
Status Description |
System-supplied; additional information, if any, about the status of the task instance. |
Operational Memo |
User-defined operational memo. |
Evaluation Time |
If time zone of user is different than time zone of task instance; Time at which Execution Restrictions and Run Criteria were evaluated based upon the requested time zone. (Time zone of task instance displays in parentheses.) |
Critical |
Indicates that this task is in the Critical Path of a workflow. |
Critical Endpoint | Indicates that this task was defined as a Critical Endpoint of a Critical Path in a workflow. |
Wait Until Time |
Amount of time calculated to wait before the task was started, based on Wait To Start and Delay On Start times. |
Queued Time |
System-supplied; Date and time the task was queued for processing. |
Trigger Time |
System-supplied; Date and time the task instance was triggered. |
Launch Time |
System-supplied; Date and time the task instance was launched. |
Start Time |
System-supplied; Date and time the task instance started. |
End Time |
System-supplied; Date and time the task instance completed. |
Duration |
System-supplied; amount of time the task instance took to run. |
Run Status |
Status of the PeopleSoft process being monitored on the PeopleSoft Process Scheduler |
Distribution Status |
Displays the distribution status for reports associated with the main (parent) process being monitored on the PeopleSoft system. |
Process Instance |
The Instance ID (generated by the PeopleSoft system) associated with the process being monitored on the PeopleSoft system. |
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 |