bmc control-m workload automation cetan … · unit a: introduction • workload automation...

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Corporate HQ: 1001 Scenic Parkway, Suite 203, Chesapeake, VA 23323 T 877.423.8260 | F 877.523.8260 | www.cetancorp.com TOPIC SUMMARY • Workload Automation Introduction and Challenges • BMC Control-M Solution Overview Monitoring Workloads via the Monitor Domain • Workload Viewpoints & Filters • History Domain Creating and Administrating Workloads via the Planning Domain The General Tab The Scheduling Tab Detailed Review of Calendars The Prerequisites Tab The Actions Tab SMART Folders Tips & Tricks for Defining Workloads Tying it all Together – Extended Hands-On Role Play Scenario • Tool Options Review of BMC Control-M Add-On & Application Plug-Ins • BMC Control-M Knowledge Resources “By the end of this course, participants should have the skills and knowledge to manage daily business operations, as well as build and implement workflows.” BMC CONTROL-M WORKLOAD AUTOMATION SOLUTION ESSENTIALS – BASIC SCHEDULING AND OPERATIONS TRAINING This four-day course provides students with an introduction to basic BMC Control-M capabilities and components and enables them to understand common terminologies and batch workload management and monitoring techniques. Additionally, hands-on exercises are used extensively to demonstrate job- scheduling functions. By the end of this course, participants should have the skills and knowledge to manage daily business operations, as well as build and implement new workflows. LENGTH: FOUR (4) DAYS, SIX-EIGHT (6-8) HOURS EACH. CETAN CORP TRAINING AND ENABLEMENT SERVICES CETAN CORP TRAINING AND ENABLEMENT SERVICES ARE AN INVESTMENT THAT WILL PAY DIVIDENDS BY INCREASING THE PRODUCTIVITY AND PROFICIENCY OF YOUR ORGANIZATION. WHETHER YOU NEED TO TRAIN MEMBERS OF THE IT SUPPORT STAFF OR YOUR OWN END USERS, CETAN CORP HAS DEVELOPED A ROLE-BASED CURRICULUM WITH MULTIPLE DELIVERY OPTIONS THAT GIVE YOU THE FLEXIBILITY TO ARM YOUR TEAM WITH THE KNOWLEDGE AND TOOLS THAT THEY NEED TO CONFIDENTLY SUPPORT YOUR BUSINESS. Control-M Partner of the Year TRAINING LEVEL

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Page 1: BMC CONTROL-M WORKLOAD AUTOMATION CETAN … · UNIT A: INTRODUCTION • Workload Automation Concepts and Business Challenges • BMC Control-M Workload Automation Solution Overview

Corporate HQ: 1001 Scenic Parkway, Suite 203, Chesapeake, VA 23323

T 877.423.8260 | F 877.523.8260 | www.cetancorp.com

TOPIC SUMMARY

• Workload Automation Introduction and Challenges

• BMC Control-M Solution Overview

• Monitoring Workloads via the Monitor Domain

• Workload Viewpoints & Filters

• History Domain

• Creating and Administrating Workloads via the Planning Domain

• The General Tab

• The Scheduling Tab

• Detailed Review of Calendars

• The Prerequisites Tab

• The Actions Tab

• SMART Folders

• Tips & Tricks for Defining Workloads

• Tying it all Together – Extended Hands-On Role Play Scenario

• Tool Options

• Review of BMC Control-M Add-On & Application Plug-Ins

• BMC Control-M Knowledge Resources

“By the end of this course, participants should have the skills and knowledge to manage

daily business operations, as well as build and implement workflows.”

BMC CONTROL-M WORKLOAD AUTOMATION SOLUTION ESSENTIALS – BASIC SCHEDULING AND OPERATIONS TRAINING This four-day course provides students with an introduction to basic BMC Control-M capabilities and components and enables them to understand common terminologies and batch workload management and monitoring techniques. Additionally, hands-on exercises are used extensively to demonstrate job-scheduling functions. By the end of this course, participants should have the skills and knowledge to manage daily business operations, as well as build and implement new workflows.

LENGTH: FOUR (4) DAYS, SIX-EIGHT (6-8) HOURS EACH.

CETAN CORP TRAINING AND ENABLEMENT SERVICES

CETAN CORP TRAINING AND ENABLEMENT SERVICES ARE AN INVESTMENT THAT WILL PAY DIVIDENDS BY INCREASING THE PRODUCTIVITY AND PROFICIENCY OF YOUR ORGANIZATION.

WHETHER YOU NEED TO TRAIN MEMBERS OF THE IT SUPPORT STAFF OR YOUR OWN END USERS, CETAN CORP HAS DEVELOPED A ROLE-BASED CURRICULUM WITH MULTIPLE DELIVERY OPTIONS THAT GIVE YOU THE FLEXIBILITY TO ARM YOUR TEAM WITH THE KNOWLEDGE AND TOOLS THAT THEY NEED TO CONFIDENTLY SUPPORT YOUR BUSINESS.

Control-M Partner of the Year

TRAINING LEVEL

Page 2: BMC CONTROL-M WORKLOAD AUTOMATION CETAN … · UNIT A: INTRODUCTION • Workload Automation Concepts and Business Challenges • BMC Control-M Workload Automation Solution Overview

UNIT A: INTRODUCTION

• Workload Automation Concepts and Business Challenges

• BMC Control-M Workload Automation Solution Overview

• Solution History and Evolution

• Solution Capabilities

• Design Characteristics

- Terminologies

- Badges & Icons

• BMC Control-M Domains

- Welcome Page

- Planning

- Monitoring

- History

- Forecast

- Tools

§ Configuration Manager

§ Reporting Facility

- Architecture

UNIT B: MONITORING WORKLOADS VIA THE MONITOR DOMAIN

• Review of the Monitor Domain

• Navigating the Domain

• Display Options

• Manipulating Jobs and Workflows

• Holding and Freeing Jobs

• Rerunning Jobs

• Editing Jobs

• Confirming Jobs

• Deleting and Un-deleting Jobs

• Forcing Jobs OK

• Viewing Job Information and Data

• Job Execution Results

• Job logs

• Job Runtime Statistics

• Finding and Filtering Jobs

• Hands-On Exercises

UNIT C: WORKLOAD VIEWPOINTS & FILTERS

• Overview of Viewpoints

• Overview of Filters

• Filtering and Organizing Options

• Using and Switching Viewpoints & Filters

• Creating and Editing Viewpoints & Filters

• Hands-On Exercises

UNIT D: HISTORY DOMAIN

• Review of the History Domain

• Invoking Viewpoints and Filters

• Display Options

• Reviewing Workload Attributes

• Reviewing and Replaying Events

• Hands-On Exercises

UNIT E: CREATING AND ADMINISTRATING WORKLOADS VIA THE PLANNING DOMAIN

• Review of the Planning Domain

• Review of Workspaces

• Navigating the Domain

• Terminologies

• Workload Management Terminologies

• Folder

• Sub-Folder

• Application

• Job

• SMART Folder

• Display Options

• Creating New Workloads

• Folders

• Jobs

• Changing Existing Workloads

• Introduction to BMC Control-M Workload Scheduling Concepts

• NEWDAY

• User Daily Jobs

• Manual Job Ordering

• External Events

- File Watchers

- Utilities

- API’s

- BMC Control-M Self Service

• Hands-On Exercises

UNIT F: DEFINING JOBS VIA THE PLANNING DOMAIN – THE GENERAL TAB

• Common Job Parameters

• Job Type

• Job Name

• Job Description

• Job Execution and Organization Parameters

• Overview of Advanced Job Parameters

• Hands-On Exercises

UNIT G: DEFINING JOBS VIA THE PLANNING DOMAIN – THE SCHEDULING TAB

• Navigating the Scheduling Tab

• Common Terminologies

• Common Scheduling Techniques

• Introduction of BMC Control-M Calendars

• Regular

• Periodic

• Rule-Based

• Review of Scheduling Options and Associated Parameters

• Every Day

• Manual Order

• Month Days

• Week Days

• Rule Based Calendars

• Calendar Based

• Specific Dates

• Advanced Scheduling Options

• View Schedule Button

• Time Parameters

• Rerun Parameters

• CYCLIC Scheduling Overview

• Overview of Advanced Scheduling Parameters

• Hands-On Exercises

UNIT H: DETAILED REVIEW OF CALENDARS

• Regular Calendars

• Use Cases

• Defining New Calendars

• Administrating Existing Calendars

• Periodic Calendars

• Use Case Examples

- Retail

- Manufacturing

- Fiscal

• Defining New Calendars

• Establishing ‘Periods’

• Referencing ‘Periods’ from the Scheduling Tab

• Rule Based Calendars

• Use Case Examples

• Defining Rule Based Scheduling Criteria

• Viewing Rule Based Calendar Schedules

• Referencing Rule Based Calendars from the Scheduling Tab

• Hands-On Exercises

UNIT I: DEFINING JOBS VIA THE PLANNING DOMAIN – THE PREREQUISITES TAB

• Navigating the Prerequisites Tab

• Common Terminologies

• Understanding Order Date Values and Options

• Introduction of Prerequisite Types

• Condition

• Control

• Quantitative

• Prerequisite Use Cases

• Detailed Overview of Conditions

• Detailed Overview of Control Resources

• Detailed Overview of Quantities Resources

• Managing Quantitative Resources in the Monitoring Domain

• Hands-On Exercises

UNIT J: DEFINING JOBS VIA THE PLANNING DOMAIN – THE ACTIONS TAB

• Navigating the Actions Tab

• Common Terminologies

• Introduction of Action Options

• Out Conditions

• Notifications Before Job Completion

• ON / DO Actions

• Notifications After Job Completion

• Detailed Overview of Out Conditions

• Detailed Overview of Notifications

• Before Job Completion

• After Job Completion

• Notification Alert and Message Options

• Detailed Overview of ON / DO Actions

• Output Handling Options

• Hands-On Exercises

UNIT K: SMART FOLDERS

• Detailed Review of SMART Folders

• Use Case Examples

• SMART Folder Schedule Criteria ‘Inheritance’

• Prerequisite Condition Adjustment Options

• Nested Folders

• Hands-On Exercises

COURSE CONTENT AND LEARNING OBJECTIVES

Page 3: BMC CONTROL-M WORKLOAD AUTOMATION CETAN … · UNIT A: INTRODUCTION • Workload Automation Concepts and Business Challenges • BMC Control-M Workload Automation Solution Overview

ABOUT CETAN CORP:

Cetan Corp is an enterprise IT solutions provider specializing in cloud, collaboration and workload automation software and professional services. We help growing, innovative organizations, large corporations and federal agencies achieve meaningful business results using industry-leading tools from Microsoft, Salesforce.com and BMC Software. Cetan Corp is a Native American, Veteran-Owned company, GSA Schedule #GS-35F-163BA. Learn more at www.cetancorp.com.

START YOUR TRAINING TODAY

Get the most out of your BMC Control-M solution by ensuring faster adoption and full usage. Contact us to discuss ways in which Cetan Corp’s proven Training and Enablement strategies can empower your team to soar to new heights with BMC Control-M. Visit www.cetancorp.com or call 877.423.8260.

UNIT L: TIPS & TRICKS FOR DEFINING WORKLOADS

• Mass Job Creation

• Job Templates

• Find and Update Tools

• Hands-On Exercises

UNIT M: TYING IT ALL TOGETHER – EXTENDED HANDS-ON ROLE PLAY SCENARIO

UNIT N: TOOL OPTIONS

• Common and Important Options Highlighted

• Overview of Enterprise Manager GUI Options

• Overview of Desktop Options

UNIT O: REVIEW OF BMC CONTROL-M ADD-ON & APPLICATION PLUG-INS

• BMC Control-M Self Service

• BMC Batch Impact Manager

• BMC Control-M Forecast

• BMC Control-M Workload Change Manager

• BMC Control-M Business Process Integration Suite

• BMC Control-M for Advanced File Transfer

• BMC Control-M for Databases

• Additional Integration Capabilities

• SAP

• PeopleSoft

• Oracle Applications

• Back-Ups

• Informatica

• Business Objects

• Cloud

• IBM Cognos

UNIT P: BMC CONTROL-M KNOWLEDGE RESOURCES

• Resources Available from within BMC Control-M

• Internal Product Documentation & Videos

• Help Facility

• Context Menus and Field Guidance

• Resources Available on BMC.COM

• Accessing Standard Product Documentation & White Papers

• Reviewing the Knowledge Base

• Opening Cases

• Online Resources

• User Groups and Field Events