1/ 26 JUNE 2009 / Job Request System (JRS) Peggy Maffeo National Production Support Team

2/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) 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

3/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Introduction Production Support Team Supported Scheduling Tools: » CA AutoSys and CA7 are the EDS 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: »

4/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Contact Information

5/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) 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

6/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part II – Contact Information USA: » Contact On-Call Batch Scheduler* Contact by » * Please call appropriate region for client support: India Batch Monitoring - phone: option 2 / option 2 Plano TechOps - phone: option 2 / option 1 Brazil GM Support – phone: option 1 ( )

7/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Establish an Account on JRS

8/ 26 JUNE 2009 / National Production Support – Job Request System (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 * Group Owners do not need to be Authorized Requestors See Appendix A for Group Owner instructions

9/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part II – Create Account Open a Web Browser Go to Click on “Request Account” Click here

10/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part II – Create Account (cont.) Fill in all Fields » You can use any User Name you desire (If an EDS Net ID is used, your password will not update automatically. You will need to use the “Users Preferences” link to change it.) Select Your Company * Select Your Sub-Group * Click the “Create New User” Button * Company and sub-groups will need to be defined in JRS before any user can create an ID.

11/ 26 JUNE 2009 / National Production Support – Job Request System (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 you can contact your Group Owner.) You will receive an after your account has been approved

12/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part IV – Password Resets Forgotten Your Password? » Click on “Forgot Password” Your password will be sent via Click here

13/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Request a Change Using JRS

14/ 26 JUNE 2009 / National Production Support – Job Request System (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.

15/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part II – Request Type/Scheduling Tool CA AutoSys CA Scheduler CA7 Control M ESP IBM Advanced Job Scheduler JAMS Jobmaster Netbatch OPC ROBOT Scheduler Tidal TPF IBM Tivoli Workload Scheduler (TWS) UC4 Unicenter NSM JMO Click on any scheduling tool name to open a new form.

16/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part III – Request Forms Forms are Similar to Each Other Color Distinguishes Each Scheduling Tool Each Form has a: –Browse Button –Requestor Information Heading –Main Heading –Other Headings Related to Tool –History Heading Required Fields Shown in RED

17/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part IV – Awaiting Approval Status Authorized Requestor Receive Authorized Requestor Clicks “Awaiting Approval Reqs” Click the Colored Letter or Number

18/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Check the Status of a Request

19/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part I – Status of a Request Open Acknowledged WIP Completed Verify/Close

20/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part II – History Heading 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. 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. Open Request Click the + Sign to Expand History Heading History Shows: » Full Name » Status » Event Date

21/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Other Functions

22/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part I – User Preferences Change Password Update your Phone & Default Filter for PSSR * Change Language Default Company (only if you have access to more than one company) * First time user logs on they will need to select All Requests from the PSSR drop-down list then click the Update button.

23/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) 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 #

24/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Part III – Online Help Available by: » Search Engine » Frequently Asked Questions (FAQs) » Telephone or

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26/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Appendix A

27/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) Agenda 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

28/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) 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 that his or her account has been established.

29/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) How to Change a User ’ s Access Level Select your company name from the drop-down list. Click on the “Select company from drop-down list, 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 » 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". The screen will refresh itself 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. Logon to the JRS and click on the "View Users“ Link on the JRS Home Page

30/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) How to Remove a User ’ s Access Level Logon to the JRS Click on the "View Users“ Link on the JRS Home Page 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“. The screen will refresh itself 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.

31/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) 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 your company name from the list. » Select the sub-group name from the list (Note: you can only add user’s to sub-groups you have access to). » Click the Add button. » The page will refresh itself 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

32/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) 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 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?” » Click No * In order to add a user to a new sub-group the Group Owner must have access to that sub-group.

33/ 26 JUNE 2009 / National Production Support – Job Request System (JRS) How to Disable a User ’ s ID Logon to the JRS Click on the "View Users“ link on the JRS Home Page 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?” » Click Yes » 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?” » Click Yes