m2k purges periodic task requirements repetitive process scheduling mary kay werry brightlight...
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M2K Purges
Periodic Task Requirements
Repetitive Process Scheduling
Mary Kay Werry
Brightlight Solutions
Why are these topics important to you?
Reports & selections running longer?
Forgetting to do things?
Don’t want to have to do repetitive tasks?
Get rid of old data – PURGEDisc space is cheap, employee time is not
Document what needs to be done – SCHEDULE
Excel, calendars, email notifications
Get it done automagically –
DJS – delayed job stream BATCH.MASTER MASTER.AGENT
NOTE: If doing critical jobs (purging, resize, etc) – use REMOTE DESKTOP or a similar product when
accessing remotely. Avoid nasty disconnects.
What & Why of PurgesPurges remove data from files based on:
Functional Constants
Purge Controls
User Requirements/responses
Purges improve system performance
Purges recover valuable disk spaceApproaching that 2gb ceiling on non-dynamic files?
Who determines purges
Not IT / MIS
Users discussion involving
Functional areas
Senior Management
Government
Each site will be different
Work up your own plan
When to run purgesSystem performance issues
Slow screen response
Slow report processing
Slow batch functions
Historical data no longer of value
Mass storage limited
Preventative Maintenance
How Often should you purgeHow much data is needed, really…What is actually needed for analysisWhat Government requires
PayrollGeneral Ledger
Go easy at first, start smallSafety Nets
M2K alternate filesData warehouse optionsSQL data options
See Marc Harbeson’s presentation Tues, Oct 21 4:40 pm
EUG: Using Microsoft SQL Server as a Data Warehouse and Report Engine with Manage 2000
Account copy
Purge Functions (purge_ye.xls) *1
Purge Functions (purge_ye.xls) *2
Purge Functions (purge_ye.xls) *3
SOP.CONSTANTS ( Other tab)
AP.CONSTANTS, screen 2
AP.CONSTANTS, screen 1
SFC.CONSTANTS, screen 4Make sure this is set or you can lose information
PURGE.CONTROLS
SHOW.PURGE.CONTROLS
Special purge notes:
Considerations - do purges outside normal business hours - no activity - print
required reports, do full backup before purging
purge to tape rarely used - restoration possible, but not easily done (may
require custom programming to access)
SA.PURGE copies to SA.HIST
SBA limitations
WO.PURGE run WO.PURGE.SETUP first
print (or not) work order data
updates CLOSED.WO file (summarized)
deletes detailed information from various files
Sample Purge Document
Monthly Maintenance
Monthly Maintenance NotesIf hesitant to do a full resize files:
CHECKOVER finds critical oversized files
FILE.STAT information about file sizing
recommends modulo size
RESIZE filename newmodulo
Purges do not shrink files, Resize does
If doing regularly scheduled purges, resize before purging as file will just fill up again.
SC.CONSTANTS, screen 1, prompt xx
Maximum Decrease % 0=no limit, > 0 will only decrease size by that %
Year End Processes NotesFull backup before, Full backup after
Make an online account copy (xxx.200?) first if you have the disc space. Easy to LOGTO and check changed data. (include or not in Upgrade)
Common forgotten functions:
RESET.VEN
SET.USAGE.PERIODS
SHOP.CALENDAR
CALENDAR.BUILD
Year End Processes (purge_ye.xls) *1
Year End Processes (purge_ye.xls) *2
Year End Processes (purge_ye.xls) *3
Sample Year End Process List
Scheduling Notes – DJSDJS – Delayed Job Stream
releases user systems from running long, repetitive functions/reports
set up function as DJS using FN.BUILD.
Always, Sometimes, Never. Determine queue
Dedicated user system to be set for running all the time.
Scheduling Notes – Batch MasterBatch Master – run in Phantom or Dedicated mode.
Phantom updates _PH_ file with information about the process – use for troubleshooting (clear out the file weekly, if not daily)
Unable to handle file transfers in Phantom mode – can be set in dedicated mode (requires dedicated session)
Can be used to send jobs to DJS!
Scheduling Repetitive FunctionsUT.SCHED / DJS (pre 7.1) SYS.BATCH
BATCH.MASTER (6.2 – 7.1)BATCH.MASTER.QUEUES
BATCH.MASTER (6.2 – 7.1)BATCH.MASTER.QUEUES screen 2
BATCH.MASTER (6.2 – 7.1)BATCH.MASTER.CTL
Scheduling Notes – Master Agent Key observations about Master Agent
Can be set to AUTO run at startup
You can specify queue to run at startup
You might want to include ECA.AGENT, BTI.PHANTOM, etc…
One Master Agent can service multiple M2K accounts
For a more indepth Master Agent discussion, see the breakout session Wednesday, Oct 22 at 9:00 am
MASTER.AGENT (7.2 +) [SYS.MA]
MASTER.AGENT (7.2 +) [MA.SETUP]
Use the documentation:
MA.CONSTANTS
MA.TASKS
MA.QUEUES
MA.FAX.DEFS
MA.TEXT
SESC.MAINT
MA.CONSOLE
MASTER.AGENT (7.2 +)MA.CONSTANTS
MA.CONSTANTS
Notice,
Accounts to service
Startup Queues
Scheduler Name, (Auto=Y or N),
Login, Error Notification
Polling Frequency
Admin User
MASTER.AGENT (7.2 +)MA.TASKS
Prompt 7 is “your label” for the prompts (When you do load prompts, it will use more cryptic prompts) – think ECA.BUILD
MA.TASKS
Used to define functions
or programs that will be
executed from the queue
script.
Must exist in the
Function Master
Load prompts button to
pull in screen prompts
Account Specific
MASTER.AGENT (7.2 +)MA.QUEUES -A queue (the script)
Queue
OnLoad
EventSchedule NIGHTLY.MNT READY * When do
I want this run (If on an schedule)
Task MRP.CALC BM * Run what “Task” using “User
BM”
OnPrompt * Here are the answers to all the
“Prompts” (and MV prompts can just be entered
multiple times) - Also, there is no requirement here
for a particular order
Data DivisionCode=ALL
Data ChangeWhichField=END
OnCompleted * do this when you’re done. (There is
also “OnError”)
Email SHOOTS TEXT=MRP
Email JSCHARRER TEXT=MRP
MA.QUEUES
Uses queue scripting language
Execute tasks already defined to use a
schedule already defined.
Important Capabilities
Run tasks under a specific user
name
Email/Fax commands
Set Facility
Define Form Name/Queue
Define screen prompt responses
Account Specific
MASTER.AGENT (7.2 +)SESC.MAINT
Line .03 says “EventSchedule” using this schedule: (Run Monday – Friday, at 1 AM)
SESC.MAINT
Used to create/maintain
schedules (Delphi App)
Daily or Recurring
(You can exclude
dates)
Days of the week,
Dates, Day of a fiscal
period, etc…
Account Specific (This
is what I have found.
Bruce may disagree)
MASTER.AGENT (7.2 +)MA.CONSOLE (While jobs are executing)
MA.CONSOLE
Used to monitor Master
Agent processing
Shows what is
executing or
errors
You can load queues
You can go into tasks or
queues from here
You can view the event
schedule to see what is
scheduled to run and
when
If you are running ONE
MA to service multiple
accounts, you can see
what is scheduled to run
in all accounts.
MASTER.AGENT (7.2 +)Another example - MA.TASKS
Task COST.ROLLUP MHARBESON
OnPrompt
FormQueue GREENBAR option=HS Copies=1
* send printout to this printer, 1 copy
Data Items=ALL
Data EngStatusToBypass=B * mv prompt
Data EngStatusToBypass=D
Data EngStatusToBypass=I
Data EngStatusToBypass=O
Data EngStatusToBypass=P
Data EngStatusToBypass=END
Data Divisions=ALL
Data RollType=RB
Data EffectSelection=T
Data EffectDate=T
Data CostSetToRoll=2
Data CostSetToAudit=2
Data SaveWorkFile=N
Data UpdateIfIncomplete=Y
Data BypassType=RB
Data ChangeWhichField=END
MASTER.AGENT (7.2 +)Another example - M2K screen
