Presentation on theme: "Job Request System (JRS) National Production Support Team"— Presentation transcript:
1 Job Request System (JRS) National Production Support Team May 2010
2 AgendaIntroductionContact InformationEstablishing an Account on the JRSRequesting a Change Using JRSChecking the Status of Your RequestOther FunctionsUser PreferencesSearchOnline HelpSecurity Key Symbol
3 Introduction Production Support Team Supported Scheduling Tools: CA AutoSys and CA7 are the HP Tools of ChoiceCA Scheduler, Control M, ESP, IBM Advanced Job Scheduler, Jobmaster, Netbatch, OPC, ROBOT Scheduler, TWS , Unicenter NSM JMO, and UC4Permanent and Temporary Requests:
5 Hours of Operation – Monday thru Friday for North America Contact Information Part I – Support Hours/ProcessesHours of Operation – Monday thru Friday for North America06:00 to 16:00 (Pacific)07:00 to 17:00 (Mountain)08:00 to 18:00 (Central)09:00 to 19:00 (Eastern)Batch Scheduling ProcessesPermanent Add/Change/Delete Requests Within 2 Business DaysLarger Request (25 or more) Within 10 Business DaysTemporary Requests within 2 HoursAfter Hours SupportContact Batch Monitoring (also known as Cycle Monitors or Tech OPS)Provide 24/7 Support for Problems
6 Contact by Email (Business Hours): Contact Information Part II – Oncall/USA:Contact On-Call Batch SchedulerContact by (Business Hours):Please call appropriate region for client support::India Batch Monitoring - phone: option 2 / option 2Plano TechOps phone: option 2 / option 1
8 Establish an Account on JRS Part I – Determine Group Owners Access LevelApprove User AccountsApprove RequestsSubmit RequestsView RequestsGroup Owner★*Authorized RequestorRequestorView OnlyGroup Owner Firsts Establishes His or Her AccountGroup Owner Assigns Access LevelsGroup Owner is Responsible for Maintaining an Accurate List of UsersBefore the web-based system can be used, a user must first establish an account. Your request to establish an account will be sent to the group owner for approval.Before moving forward a decision needs to be made on who will be Group Owners for your company’s sub-groups. The group owner will then establish his or her account first. The group owner will then have access to provide other users for your company with the following four access levels. The group owner can also reject a requested user if need be.The 4 different access levels are View Only, Requestor, Authorized Requestor, and Group Owner.View Only – enables a user to look at the history of requests but has no authority to request changes.Requestor – enables a user to submit an add, change, delete or temporary/issue request. The request will go into ‘awaiting approval’ status. All authorized requestors will be notified via and an authorized requestor must approve the request before batch scheduling will receive it. Once approved by an authorized requestor the request will go into ‘open’ status and batch scheduling will then begin processing within the standard turnaround times.Note: Establishing access to be a requestor isn’t a requirement. If you like, you can have all users for your company or application be authorized requestors.Authorized Requestor – enables a user to submit an add, change, delete or temporary/issue request. The request will immediately go into ‘open’ status and batch scheduling will process within the standard turnaround times.Group Owner – This level is identified for each company/sub-group client supported and the group owner is responsible for confirming all new requested users. He or she will also be responsible for maintaining an accurate list of users. Also, Group Owners do not need to be Authorized Requestors.See Appendix A for Group Owner instructions. (If there are users at this training, you can go over Appendix A).*Group Owners do not need to be Authorized RequestorsSee Appendix A for Group Owner instructions
9 Establish an Account on JRS Part II – Create Account Open a Web BrowserGo toClick on “Request Account”Click herePart 2, after the group owner have been established and have created their IDs. Then the regular users can create theirs.
10 Establish an Account on JRS Part II – Create Account (cont.) Fill in all FieldsYou can use any User Name you desire (If a Net ID is used, your password will not update automatically. Use the “Users Preferences” link to change it.)Select Your Company *Select Your Sub-Group *Click the “Create New User” ButtonRead slide*Company and sub-groups will need to be defined in JRS before any user can create an ID.
11 Establish an Account on JRS Part III – Receive Confirmation This will generate an to your group owner (The user will be copied on this . If your ID isn’t confirmed within a reasonable timeframe contact the Group Owner.)You will receive an after your account has been approvedRead slide
12 Establish an Account on JRS Part IV – Password Resets Forgotten Your Password?Click on “Forgot Password”Your password will be sent viaClick hereIf you have forgotten your password, there is a “Forgot Password” link on the Logon page. Click the Forgot Password link and enter in your user ID and click the “Click Here” button. Your password will then be sent via to you.
14 Request a Change Using JRS Part I – JRS Home Page Under the “User Preferences” link you can change your password, update your and phone number, and set your Primary Support Sub Region.There is also an Online Help link whenever you need help.Once you have received confirmation that your User ID has been established, you can logon to the JRS.This is the JRS Home Page.- Our hours of operation, contact information, and processes are displayed on this page. (you can give more detail here if need be)click the mouse - At the top left hand corner you will see a key labeled Security. This information shows the access level the user has and what company/sub-groups the user belongs to.- If you click on the key you will see the company name, the sub-group name in parentheses and a check mark next to the access level the user has for that particular company/sub-group. Click the key again to close the window.click the mouseDown the left hand side you will see Request Type, permanent, temporary, and issues- To submit a permanent add, change, or delete request click on either Add, Change, or Delete. This will bring up the Scheduling Tool page.- Temporary requests are for temporary changes to your job cycle.- Issue requests are for any problems you are having with your job cycle, or with the JRS system itself. (you can go into more detail if need be for client)At the top of the page you will see links for Permanent Reqs, Temporary, Reqs, and Awaiting Approval Reqs. After you have submitted your request this is where you will go to see the status of your request.Read the balloonFor users that have group owner access, they will see two additional links on their home page. The confirm users and view users links. (See Appendix A for group owner instructions).
15 Request a Change Using JRS Part II – Request Type/Scheduling Tool CA AutoSysCA SchedulerCA7Control MESPIBM Advanced Job SchedulerJAMSJobmasterNetbatchROBOT SchedulerTidalTPFIBM Tivoli Workload Scheduler (TWS)UC4OPCUnicenter NSM JMOClick on any scheduling tool name to open a new form.After you click either the permanent, temporary, or issue links the scheduling tool page will appear. This is a list of all the tools the batch scheduling team supports.You will only see the scheduling tools that applies to your company/sub-group on this page. To open the form click on the name.
16 Part III – Request Forms Forms are Similar to Each OtherColor Distinguishes Each Scheduling ToolEach Form has a:Requestor Information HeadingMain HeadingOther Headings Related to ToolHistory HeadingBrowse ButtonAdditional NotificationRequired Fields Shown in REDRead slideClick the mouseThis is an example of an AutoSys formEach form is similar to each other, except for the coloring that distinguishes the scheduling tool.At the left of each form are headings that you can expand or collapse by clicking on the + or – sign.Each form has a Browse button, this button allows you to attached files.In each heading there are required fields shown in RED that must be filled in.Click the mouse Each form has a Requestor Information heading, Main heading, and other headings related to the scheduling tool. The Requestor Information heading will auto-populate with the user’s information.Click the mouse This is a CA7 form. (Wait for the animation to finish)
17 Request a Change Using JRS Part III – Request Forms (Cont.) There is a Browse function in the request forms. Optional function: Use this to attach documents to the request form to help communicate changes/adds/deletes.Attach one document at a time.Common documents to attach - Excel, Word Document, Text filesAfter you click either the permanent, temporary, or issue links the scheduling tool page will appear. This is a list of all the tools the batch scheduling team supports.You will only see the scheduling tools that applies to your company/sub-group on this page. To open the form click on the name.
18 Request a Change Using JRS Part III – Request Forms (Cont.) There is an Additional Notification field in the request forms. Optional field: Use this to define additional addresses that should be sent confirmation s. Perhaps a group distribution address.Enter up to 3 addresses, separated by a semi-colon.format asAfter you click either the permanent, temporary, or issue links the scheduling tool page will appear. This is a list of all the tools the batch scheduling team supports.You will only see the scheduling tools that applies to your company/sub-group on this page. To open the form click on the name.
19 Request a Change Using JRS Part IV – Awaiting Approval Status Authorized Requestor ReceiveAuthorized Requestor Clicks “Awaiting Approval Reqs”Click the Colored Letter or NumberAn authorized requestor will receive an when a requestor submits a request. The authorized requestor will logon and click on the “Awaiting Approval Reqs” link to see the requests in awaiting approval status. He or she will then click on the colored letter on the left hand side to open the request. (Move the mouse over the letter like you are selecting the request and click the mouse)The form will open and the authorized requestor will double check the request, then click on the “Approve” button and the request will then go into “Open” status. If for some reason the request is incorrect, the authorize requestor has the option to reject the request by selecting “Rejected” from the Status field in the Main heading section of the form, then click the Updated button at the bottom of the form. FYI, once the request has been approved, and it needs to be rejected for whatever reason, the authorized requestor would need to contact the batch scheduling help desk or send the batch scheduling team an , by using the “ Support” link on the JRS home page, to ask us to have the request rejected.
21 Check the Status of a Request Part I – Status of a Request OpenAcknowledgedWIPCompletedVerify/CloseTo check the status of your request from the JRS Home page you would click on either the Permanent or Temporary Reqs links. The filter drop-down is used solely for the enterprise hosting team.click the mouse - Next to the colored letter/number you see the Request ID column. Each request will have an unique number that can be used for tracking and reporting purposes.click the mouse - The next two columns are used by the batch scheduling team. They show the sub-region and the primary support sub region for the company. (you can comment more if needed).click the mouse - The next column is labeled Units. This represents batch scheduling measurements. The Request Type column show whether the request is an Add, Change or Delete. Or if you’re on the Temp Reqs page it will says ISSUE for all Issue Requests.click the mouse -The Creator and Processor columns will always show a different name. The Creator, is the person who submitted the request. The Processor is a batch scheduling team member. Once the request has been verified it will disappear from this screen. For future use of the request, you will need to use the Search function in order to view the request again.click the mouse -To the very right you will see the Status column. This column shows the status the request is in, either Open, Acknowledged, WIP, or Completed.click the mouse –There are two new columns that were just added for the client’s use. EDS Authorization ID and the Customer Authorization ID. These fields can be filled in on the request form and will show up in these columns.click the mouse –There is also a new feature that has been recently added. The Export to Excel button. By clicking on this button you can view or save the queue to an Excel spreadsheet to use for reporting purposes.
22 Check the Status of a Request Part II – History Heading Open RequestClick the + Sign to Expand History HeadingHistory Shows:Full NameStatusEvent Date (GMT time)The history shows:this request wassubmitted by aclient, acknowledged,placed in WIP,completed, and closedby the BatchScheduling team,and was processedwithin the standardturn around time.Read slide
24 Other Functions Part I – User Preferences Change PasswordUpdate your Phone &Default Filter for PSSR *Change LanguageDefault Company (Especially if you have access to more than one company)Read slide* First time user logs on they will need to select All Requests from the PSSR drop-down list then click the Update button.
25 Other Functions Part II – Perform a Search By:Verified/Closed DateEffective DateStatusRequest NumberScheduling ToolRequest TypeJob NameCompany & Sub-GroupServer or System NameEDS Authorization ID #Customer Authorization ID #The search function has been improved. It now includes the Effective Date, the EDS Auth ID #, and the customer auth ID #.Read slide(You can explain in more detail what each field does if need be)The search results can also be brought into an Excel spreadsheet for reporting purposes by clicking the “Export to Excel” button.
26 Other Functions Part III – Online Help Available by:Search EngineFrequently Asked Questions (FAQs)Telephone orThe Online Help function consists of a search engine, frequently asked questions and .Check the mouseWith the search engine, you can either type in a keyword or use the FAQs link. Check the mouse (to show the questions)There is also an support link you can use to the EH Batch Scheduling team if you have any problems with the website or questions regarding your job cycle.
27 Other Functions Part IV – Security Key Symbol In the left hand corner there is a symbolClick on the key symbol to display what Company/Sub-groups you have access to and the level of accessThe search function has been improved. It now includes the Effective Date, the EDS Auth ID #, and the customer auth ID #.Read slide(You can explain in more detail what each field does if need be)The search results can also be brought into an Excel spreadsheet for reporting purposes by clicking the “Export to Excel” button.
30 Agenda Group Owner Instructions How to Confirm a New User How to Change a User’s Access LevelHow to Remove a User’s Access LevelHow to Add a Company / Sub-Group to a User’s IDHow to Remove a User from a Sub-GroupHow to Disable a User’s IDFor users with “Group Owner” access only
31 Group Owner Instructions Group owner instructions link is located under “View Users” on the right hand side
32 How to Confirm New Users Logon to the JRSClick on the “Confirm Users” Link on the JRS Home PageTo Assign Access to a UserAcross from the user’s name on the right side of the screen click in the box under the access headings labeled GRP, ATH, RQ, or VIEW.Group Owner is GRPAuthorized Requestor is ATHRequestor is RQView Only is VIEWIgnore the SA column (this is for batch scheduling only)Click on the “Confirm” button. The screen will refresh itself and the user will receive an that his or her account has been established.How to Confirm New Users:Logon to the JRS and click on “Confirm Users” link. Find the user name and across from the name on the right side of the screen click in the box under the access heading for either GRP, ATH, RQ, or VIEW, then click on the Confirm button. The screen will refresh itself and the user will receive an that his or her account has been established.
33 How to Change a User’s Access Level Logon to the JRS and click on the "View Users“ Link on the JRS Home PageSelect your company name from the drop-down list.Click on the “then click here“ link. The list of users for that company will appear on the screen. (Note: if you do not have access to a company you selected, nothing will appear.)To change access for a user * you need to click in a box under the appropriate column and then refresh the screenGroup Owner is GRPAuthorized Requestor is ATHRequestor is RQView Only is VIEWExample: To give a user Group Owner access click the box under the column labeled "GRP. Refresh the screen and checkmark will be placed in that box. The user will need to log off and back on for the new access to take affect.* Only a Group Owner for the company/sub-group can perform these tasks.
34 How to Remove a User’s Access Level Logon to the JRSClick on the "View Users“ Link on the JRS Home Page to display the appropriate Company *To remove access for a user *, click on the checkmark in the appropriate box for the access you want to remove from the user.Example: To remove Authorized Requestor access click on the checkmark in the box under the column labeled "ATH“. Refresh the screen and the checkmark is removed from the box. The user will need to log off and back on for the new access to take affect.* Only a Group Owner for the company/sub-group can perform these tasks.
35 How to Add a Company / Sub-Group to a User’s ID Logon to the JRSClick on the "View Users“ Link on the JRS Home PageClick on the + sign next to the User’s NameThis will open a window with a drop-down menuSelect the company name from the list.Select the sub-group name from the list (Note: you can only add user’s access level to sub-groups you have access to).Click the Add button.Refresh the page and the user will be added to that company/sub-group.Follow the instructions under “How to Change a User’s Access Level” to grant the appropriate level of access to the user
36 How to Remove a User from a Sub-Group ***NOTE: Before you remove a user from a sub-group, first add them to the new sub-group they need to be in, otherwise, once you remove the user from the old sub-group, you will not be able to view the user’s ID on the screen anymore, and you will not be able to add them to the new sub-group.*Logon to the JRS click on the "View Users“ link and display the appropriate companyClick on the Trash Can across from the User’s NameThere are three questions you need to answerQuestion 1 asks “Do you want to delete the user from this group?”Click Yes to remove the user from the sub-groupQuestion 2 asks “Do you want to delete the user from this company?”Click NoQuestion 3 asks “Do you want to disable the user from JRS?”* In order to add a user to a new sub-group the Group Owner must have access to that sub-group.
37 How to Disable a User’s ID Logon to the JRSClick on the "View Users“ link on the JRS Home Page to display the appropriate CompanyClick on the Trash CanThere are three questions you need to answerQuestion 1 asks “Do you want to delete the user from this group?”Click YesThis will remove the user from the sub-groupQuestion 2 asks “Do you want to delete the user from this company?”This will remove the user from the company (NOTE: if you do this, you will no longer be able to view the user from your screen).Question 3 asks “Do you want to disable the user from JRS?”
38 Questions? Send email to EH-ProdSupp-Namer@hp.com
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