Job Request System (JRS) National Production Support Team May 2010

Agenda Introduction Contact Information Establishing an Account on the JRS Requesting a Change Using JRS Checking the Status of Your Request Other Functions User Preferences Search Online Help Security Key Symbol

Introduction Production Support Team Supported Scheduling Tools: CA AutoSys and CA7 are the HP Tools of Choice CA Scheduler, Control M, ESP, IBM Advanced Job Scheduler, Jobmaster, Netbatch, OPC, ROBOT Scheduler, TWS , Unicenter NSM JMO, and UC4 Permanent and Temporary Requests: http://www.ehbatchscheduling-eds.com

Contact Information

Hours of Operation – Monday thru Friday for North America Contact Information Part I – Support Hours/Processes Hours of Operation – Monday thru Friday for North America 06:00 to 16:00 (Pacific) 07:00 to 17:00 (Mountain) 08:00 to 18:00 (Central) 09:00 to 19:00 (Eastern) Batch Scheduling Processes Permanent Add/Change/Delete Requests Within 2 Business Days Larger Request (25 or more) Within 10 Business Days Temporary Requests within 2 Hours After Hours Support Contact Batch Monitoring (also known as Cycle Monitors or Tech OPS) Provide 24/7 Support for Problems

Contact by Email (Business Hours): Contact Information Part II – Oncall/Email USA: Contact On-Call Batch Scheduler Contact by Email (Business Hours): EH-ProdSupp-Namer@hp.com Please call appropriate region for client support:: India Batch Monitoring - phone: 1-877-690-9047 option 2 / option 2 Plano TechOps - phone: 1-800-284-3080 option 2 / option 1

Establish an Account on JRS

Establish an Account on JRS Part I – Determine Group Owners Access Level Approve User Accounts Approve Requests Submit Requests View Requests Group Owner ★ * Authorized Requestor Requestor View Only Group Owner Firsts Establishes His or Her Account Group Owner Assigns Access Levels Group Owner is Responsible for Maintaining an Accurate List of Users Before 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 email 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 Requestors See Appendix A for Group Owner instructions

Establish an Account on JRS Part II – Create Account Open a Web Browser Go to http://www.ehbatchscheduling-eds.com Click on “Request Account” Click here Part 2, after the group owner have been established and have created their IDs. Then the regular users can create theirs.

Establish an Account on JRS Part II – Create Account (cont.) Fill in all Fields You 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” Button Read slide *Company and sub-groups will need to be defined in JRS before any user can create an ID.

Establish an Account on JRS Part III – Receive Confirmation This will generate an email to your group owner (The user will be copied on this email. If your ID isn’t confirmed within a reasonable timeframe contact the Group Owner.) You will receive an email after your account has been approved Read slide

Establish an Account on JRS Part IV – Password Resets Forgotten Your Password? Click on “Forgot Password” Your password will be sent via email Click here If 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 email to you.

Request a Change Using JRS

Request a Change Using JRS Part I – JRS Home Page Under the “User Preferences” link you can change your password, update your email 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 mouse Down 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 balloon For 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).

Request a Change Using JRS Part II – Request Type/Scheduling Tool CA AutoSys CA Scheduler CA7 Control M ESP IBM Advanced Job Scheduler JAMS Jobmaster Netbatch ROBOT Scheduler Tidal TPF IBM Tivoli Workload Scheduler (TWS) UC4 OPC Unicenter NSM JMO Click 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.

Part III – Request Forms Forms are Similar to Each Other Color Distinguishes Each Scheduling Tool Each Form has a: Requestor Information Heading Main Heading Other Headings Related to Tool History Heading Browse Button Additional Email Notification Required Fields Shown in RED Read slide Click the mouse This is an example of an AutoSys form Each 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)

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 files 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.

Request a Change Using JRS Part III – Request Forms (Cont.) There is an Additional Email Notification field in the request forms. Optional field: Use this to define additional email addresses that should be sent confirmation emails. Perhaps a group email distribution address. Enter up to 3 email addresses, separated by a semi-colon. Email format as name@company.com. 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.

Request a Change Using JRS Part IV – Awaiting Approval Status Authorized Requestor Receive Email Authorized Requestor Clicks “Awaiting Approval Reqs” Click the Colored Letter or Number An authorized requestor will receive an email 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 email, by using the “Email Support” link on the JRS home page, to ask us to have the request rejected.

Check the Status of a Request

Check the Status of a Request Part I – Status of a Request Open Acknowledged WIP Completed Verify/Close To 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.

Check the Status of a Request Part II – History Heading Open Request Click the + Sign to Expand History Heading History Shows: Full Name Status Event Date (GMT time) The history shows: this request was submitted by a client, acknowledged, placed in WIP, completed, and closed by the Batch Scheduling team, and was processed within the standard turn around time. Read slide

Other Functions

Other Functions Part I – User Preferences Change Password Update your Phone & Email Default Filter for PSSR * Change Language Default 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.

Other Functions Part II – Perform a Search By: Verified/Closed Date Effective Date Status Request Number Scheduling Tool Request Type Job Name Company & Sub-Group Server or System Name EDS 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.

Other Functions Part III – Online Help Available by: Search Engine Frequently Asked Questions (FAQs) Telephone or Email The Online Help function consists of a search engine, frequently asked questions and email. Check the mouse With 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 email support link you can use to email the EH Batch Scheduling team if you have any problems with the website or questions regarding your job cycle.

Other Functions Part IV – Security Key Symbol In the left hand corner there is a symbol Click on the key symbol to display what Company/Sub-groups you have access to and the level of access 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.

Any Questions? HP 10888 White Rock Road Rancho Cordova, CA 95670 EH-prodsupp-namer@eds.com or www.ehbatchscheduling-eds.com HP and the HP logo are registered trademarks of Hewlett-Packard Development Company, LP. HP is an equal opportunity employer and values the diversity of its people. ©2008 Hewlett-Packard Development Company, LP. 28

Appendix A

Agenda Group Owner Instructions How to Confirm a New User How to Change a User’s Access Level How to Remove a User’s Access Level How to Add a Company / Sub-Group to a User’s ID How to Remove a User from a Sub-Group How to Disable a User’s ID For users with “Group Owner” access only

Group Owner Instructions Group owner instructions link is located under “View Users” on the right hand side

How to Confirm New Users Logon to the JRS Click on the “Confirm Users” Link on the JRS Home Page To Assign Access to a User Across 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 GRP Authorized Requestor is ATH Requestor is RQ View Only is VIEW Ignore 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 email 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 email that his or her account has been established.

How to Change a User’s Access Level Logon to the JRS and click on the "View Users“ Link on the JRS Home Page Select 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 screen Group Owner is GRP Authorized Requestor is ATH Requestor is RQ View Only is VIEW Example:  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.

How to Remove a User’s Access Level Logon to the JRS Click 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.

How to Add a Company / Sub-Group to a User’s ID Logon to the JRS Click on the "View Users“ Link on the JRS Home Page Click on the + sign next to the User’s Name This will open a window with a drop-down menu Select 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

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 company Click on the Trash Can across from the User’s Name There are three questions you need to answer Question 1 asks “Do you want to delete the user from this group?” Click Yes to remove the user from the sub-group Question 2 asks “Do you want to delete the user from this company?” Click No Question 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.

How to Disable a User’s ID Logon to the JRS Click on the "View Users“ link on the JRS Home Page to display the appropriate Company Click on the Trash Can There are three questions you need to answer Question 1 asks “Do you want to delete the user from this group?” Click Yes This will remove the user from the sub-group Question 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?”

Questions? Send email to EH-ProdSupp-Namer@hp.com