This documentation supports the 22.1 version of Action Request System.
To view an earlier version, select the version from the Product version menu.

Creating customized data load jobs

You can choose to create your own steps for a job. You can also choose to use custom templates to create steps by selecting the Using Custom Templates option in the Create drop-down list found in the Steps panel of the Job (New) window and selecting the required template.

Before you begin

You must complete filling in the initial job details as described in Creating a data load job.

To create steps for customized data load jobs

  1. Once you have saved your job, select the Step option in the Create drop-down list in the Steps panel.
  2. In the Step (New) window, specify information about the step:
    1. For Step Name, enter a descriptive name for the step.
    2. For Step Description, provide a brief description for the step.
    3. From the Step Type list, select the type of step. The options are:
      • Load step—Imports your data. For more information about the Load step and creating transformations, see Load step.
      • Validate step—Automatically verifies your data. For more information, see Validate step.

        When you select Validate, the Create Only option is enabled. If you want only new data to be created and you do not want existing records to be updated, select the Create Only check box to run the validation for this step and create new records for the target applications. Any staging form records that are duplicated by records in the target applications are flagged as errors and can be corrected using Error Management. If you do not select this check box, the validation runs in "update mode," duplicated records are not flagged as errors, and the data is pushed to the target effectively updating it.

      • Promote step—Pushes all records without errors to their respective target forms within the BMC Remedy ITSM Suite of applications. For more information, see Promote step.
  3. From the Staging Form Category list, select the required category (for example, Foundation, Process Setup, Transactional) for the staging form.
  4. From the Staging Form Name list, select the staging form name that is used by the Validate and Promote steps.

    This procedure is mandatory for the Validate and Promote steps.

  5. From the Step Group list, select the group that organizes your set of Load, Validate, and Promote steps together into a classification that makes sense for the operation (for example, the Company group logically groups the staging form and Validate and Promote steps for Company, Company Alias, Site, and Site Alias).
    You can also enter your own custom group in this field. If you save your job as a template, your group will appear as an option in the Group list.
    • The Parent Job Name displays the name of your job.
    • The status for the step is automatically set by the system.
    • The Job Owner field displays your User ID.
    • The System Messages field displays the following information:
      • For a Load step, the errors returned from the Atrium Integrator adapter plug-in
      • For a Promote step, the count of promote errors
      • For a Validate step, states that errors are detected
      • For a people promote step only, shows license counts
  6. You can select the Wait Before Execution check box to pause the job at the selected step before the step runs.

    When a job is run and a step is triggered with a wait flag, a notification is automatically sent to the job owner.

  7. You can select the Create Only check box to run the validation for this step and create new records for the target applications.
  8. Click Save.
    The Parent Job Name, Parent Job ID, Step ID,Create Date, Modified Date, and Last Modified By fields on the System Info tab are updated.
    When you manually create a Validate step, and after you click Save, the system automatically creates the associated Promote step. Also, when you manually create a Promote step, and after you click Save, the system automatically creates the associated Validate step.
  9. Repeat steps 1-8 to create customized steps for your job. After you have created all your steps, go back to your job using the breadcrumb bar at the top of the screen and change the status of the job to Built.
  10. Click Run to run your job immediately, or Job Schedule to run the job at a future time.

To create customized templates from the Job (New) window

Example

Allen Allbrook has a requirement to always load company and people information together. He loads the company template from the Load Template list and he creates customized steps to load people information. He saves this combination as his customized template. Going forward, when Allen wants to load company and people information he selects his customized template, and runs his job.

Warnings

  • You cannot load CI and CI relationships data using a single job template. CIs and CI relationships need to be loaded using two separate jobs.
  • While running a data load job for a big number of asset records, you must set composite index of the following fields for a speedy data load:
    • Company(Attribute added by ITSM extension)
    • Name

    • Serial Number

  1. From the Applications list on the IT Home page, select Data Management > Job Console.
  2. From the Job Console, click Create.

    Alternatively, you can choose Create Template under Other Functions to open the Job Template window. For more information, see To create customized templates from the Job Template window.

  3. Create your steps by following the procedure in Creating customized data load jobs.
  4. Click Save As Template.
  5. In the Save As Template dialog box, fill in a name and description for the template.
  6. From the Category list, select a staging form category for the template, such as Foundation, Process Setup, Transactional, or Custom.

    Use the custom category when the template has staging forms that are a combination of Foundation, Process Setup, and Transactional staging forms.

  7. Select a company from the Company list.

    You can add additional company access to this template by searching for the template after it is saved and choosing other companies. For more information, see To search for templates.

  8. Click Save.

To create customized templates from the Job Template window

  1. From the Applications list on the IT Home page, select Data Management > Job Console.
  2. In the Job Console, select Other Functions > Create Template.
  3. In the Job Template window, enter a descriptive name for the template.
  4. You can enter a brief description for the template in Template Description.
  5. Select the company that will own the template.
  6. Select the template category.
  7. Select a status for the template (for example, Proposed, Enabled etc.)
  8. Select at least one required company in the Company Access information.
  9. Click Save to save the information.
  10. Complete the Company Access information for additional companies.
    Filling in this information allows other users in the applied companies to use this template. To do this, select the required company and click Add. The selected company displays in the table.

    Click Refresh to refresh the table. You can also remove a company by selecting it in the table and clicking Remove.

  11. From the Steps panel, select the Step option from the Create drop-down list.

    To create steps, you must have first saved the template.

  12. In the Step Template (New) window, enter a descriptive name for the step.
  13. Enter a brief description for the step in Step Description.
  14. From the Status list, select the status for the step (for example, Proposed, Enabled etc.)
  15. Select the step type.
  16. Select the staging form category.
  17. For a Validate or Promote step, select a staging form name from the drop-down list.
  18. Select a group name from the Step Group drop-down list or enter a custom group name.
  19. If you are creating a Load step, you must select the name of your BMC Atrium Integrator job.
  20. You can select the Create Only check box to run the validation for this step and create new records for the target applications. For more information about the Create Only check box, see Creating customized data load jobs.
  21. You can select the Wait Before Execution check box to pause the job at the selected step before the step runs.
  22. Click Save to save your step template. 
    When you manually create a Validate step, and after you click Save, the system automatically creates the associated Promote step. Also, when you manually create a Promote step, and after you click Save, the system automatically creates the associated Validate step.
  23. Repeat steps 7-21 for all of the steps that you want to add to your job template. 
    Once you have saved your template, you can access it from the Job Template window by selecting the Custom Job Template option in the Create drop-down list or you can search for it. 
    To create a new template based on a copy of the template you created, click Copy Template on the Job Template window, complete the new template name, description, category, and company fields, and save the information.

To delete steps

You can delete steps in the Steps panel. The Validate and Promote steps are organized into pairs and you cannot just delete an individual step because these steps are associated with a single staging form.

  1. From the Applications list on the IT Home page, select Data Management > Job Console.
  2. On the Job Console, select the required job in the Jobs table.
  3. On the Job window in the Steps panel, select the required step group, select a step to delete, and click Delete
    A dialog box asks you if you are sure you want to delete the step.
  4. Click Yes to proceed or No to cancel. 
    The Validate and Promote pair of steps are deleted. If you select either a Validate or a Promote step, both steps are deleted. 
    If you choose to delete a Load step, all Validate and Promote steps associated with the Load step are deleted. This is dictated by the value in the Step group column.

To search for templates

  1. From the Applications list on the IT Home page, select Data Management > Job Console.
  2. On the Job Console in the navigation pane, select Other Functions > Search Template
    The Job Template (Search) window opens.
  3. In the Job Template (Search) window, you can enter one or more of the following search criteria:
    • Template Name— Enter the name of the template.
    • Template Description— Enter the description for the template.
    • Company— Enter the name of the company that owns the template.
    • Category— From the Category list, select the category of the staging forms for the template (for example, Foundation, Process Setup, Transactional, and Custom).
    • Status— From the Status list, select the status for the template (for example, Proposed, Enabled, and Offline).
    • Template Owner— Enter your user ID to find all templates that you have created.
      The Template Type field is defaulted to Custom Template and should not be changed. Out-of-the-box standard templates cannot be modified.
  4. Click Search.
    The search results list of found templates is displayed at the top of the Job Template (Search) window.
  5. Choose from the following options:

    Option

    Action

    Search for a new template

    Click New search to clear the Job Template (Search) window and enter new search criteria.

    Modify all selected templates

    Click Modify all to modify specific information for all selected rows in the results list at once (for example, change status of selected templates to Offline). The current mode of the results list pane changes to "Modify All." The Job Template window displays and you can make the required changes. Click Save and when prompted, click Yes to save your changes.

    Save searches

    Choose Searches > Save Search...
    For information about using other Searches options, see Running and saving searches.

    Save report on the results list

    Choose My Reports> Save... to save a report based on the results list. For more information about using My Reports, see Generating a report based on the search results.

    Define complex set of search criteria

    Click Advanced search to define a search statement in the advanced search bar at the bottom of the window. You can choose to insert relational operators (for example, <,>,!=, AND, OR) into the search statement by using the provided buttons. For information about the advanced search bar, see Using the advanced search bar.

    Clear

    Click Clear to remove your information from all of the search criteria fields.

    Display status history

    Displays an audit of the status field (for example, when the record changed status and who changed the status).

    Set display preferences for results list or Steps table

    Use the Preferences options to change how the results list or the Steps table is displayed (for example, you can choose to remove a displayed column).

    Refresh the results list

    From the results list, click Refresh.

    Create report

    Click Report to create a report on the selected template(s) in the results list. You can choose which fields you want to report on and which criteria to report on. You can view the report or print it.

    Select all templates

    From the results list, click Select All.

    Deselect all templates

    From the results list, click DeSelect All.

    Provide access to templates for other companies

    The Company Access panel displays your list of companies. To share the template with another company and allow its users to use it, select the company and click Add. Users that belong to that company will be able to select this template when they are creating jobs.

    Remove access to templates from companies

    To remove a company from having access to a template, select the company in the Company Access panel and click Remove. Users that belong to that company will no longer be able to select this template when they are creating jobs.

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