iDash for CA7 and AutoSys - CA Workload Automation Technology Summit (WATS) 2015
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Transcript of CA Workload Automation AutoSys 4.x to r11 Upgrade Tips · PDF fileCA Workload Automation...
CA Workload AutomationAutoSys 4.x to r11Upgrade TipsKeith MaconiTrans Global Industries, Inc.
AutoSys 4.x to r11 Upgrade Tips
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Abstract
This session will cover helpful tips that can be utilized to
ease the transition from AutoSys version 4.x to the
current release of AutoSys r11. Topics will include simple
tasks that can prepare your environment and an
overview of the important steps in performing the
upgrade.
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Agenda
> The key areas that will be covered are:
Planning
Preparation
Installation
Testing
Training
Migration
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Speaker Information
Keith Maconi
Trans Global Industries, Inc.
Over 20 years experience with system administration and
job scheduling in the manufacturing, banking, investment,
defense and outsourcing industries.
Trans Global Industries, Inc. is a CA Workload Automation
Service and Education Partner that provides skilled
AutoSys and WCC service, support and training.
Phase 1: Planning
CA Workload Automation AutoSys 4.x to r11 Upgrade Tips
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Summary: Planning
A key element in the successful upgrade process is to
sufficiently plan the upgrade. A few key steps will greatly
increase your chance for a smooth transition.
> Survey
Know what you currently have
Verify all of the environment
> Architecture
Learn how to or obtain skilled resources to plan new
environment
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Planning: Survey
> Know your environment
Perform a complete survey to verify all installed
components
Verify that jobs are regularly executing on each installed
agent
Determine when upgrade windows may exist due to
natural job lulls
Verify all configuration information
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Planning: Survey
> Survey users
Determine who is actually currently directly interacting
with AutoSys
Verify what methods they use:
– User vs. group accounts
– Command line vs. GUI
Determine if user access should be modified with new
environment
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Planning: Architecture
> Training vs. Consulting
A properly configured r11 environment is complex
Expert assistance can ensure timely deployment
Training and practice are required to self-architect
Plan sufficient time to obtain training or skilled assistance
> New or Existing Servers
It is much easier to install the new central components on
clean servers than on existing servers
Phase 2: Preparation
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Summary: Preparation
Once an architecture has been developed, proper
preparation of the environment is important. Some key
elements of this process are:
> Correct issues
Fix naming of objects (jobs, calendars, global variables)
Clean up unused agents, obsolete jobs and user access
> Set expectations
Ensure all involved parties understand how the upgrade
will affect them
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Preparation: Correct Issues
> Fix naming issues
Check for multiple jobs with the same name but different
case (MyJob vs. myjob)
Fix or create plan to fix object names that do not comply
with r11 enforced naming policies
– a-z, A-Z, 0-9, period (.), underscore (_) and hyphen (-)
– Watch for previously allowed characters (such as @)
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Preparation: Correct Issues
> Clean up
There is no requirement to remove unused agents, but
identify them to prevent a new agent installation
Archive old jobs, calendars, global variables that are not
required
– Not critical, but can benefit new environment if significant
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Preparation: Correct Issues
> Set expectations
Explain the signficant differences between the versions
– Change in interface options (WCC vs. GUI)
Schedulers must begin using new naming conventions
Decide if new log file strategy is required
– WCC allows review of prior run logs
– Log retention and database job run history should be
similar
– Not all jobs should have unique logs
High frequency or looping jobs
Phase 3: Installation
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Summary: Installation
Install the new environment in parallel to the current
environment, as designed. Ensure that all required
patches are applied across the environment.
> Install components in proper order
> Install required patches
> Build installation process for agents
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Installation: Installation Order
> Install components in proper order
Build order can vary based on architecture
System hosting EEM should be built first
Install WCC before Reporting
Do not install additional agents until all core servers are
functional
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Installation: Installation Patches
> Install required patches
Review support.ca.com for all latest patches
– Ensure you obtain patches for every OS you will use
– Verify patch prerequisites to ensure all patches are found
Save the patch instructions on every server
– Keep the .TXT file for every patch
– Save in a single directory on every server
– Helps identify which patches have been applied
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Installation: Build Agent Installation Process
> Build installation process for agents
Agents are instance-less
– Only one process required per OS type
Ensure all required patches are included in process
To ease maintenance, do not install Clients where not
required
– Client allows users to execute AutoSys commands locally
Phase 4: Testing
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Summary: Testing
Ensure that you test each of the key elements and jobs that
you identified during the Planning stage. Some key
elements to test are:
> Agents and Jobs
> Security and Access
> Views
> Failover and Recovery
> Data Migration
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Testing: Agents and Jobs
> Agents and Jobs
> Security and Access
> Views
> Failover and Recovery
> Data Migration
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Testing: Agents and Jobs
> Agents
Test each agent as it is added to the environment
Maintain a "test job" for each agent installed
> Jobs
Test each job type identified during the survey
Test a job for each agent and user combination
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Testing: Security and Access
> Security
Validate security rules match design
Ensure that Active Directory integration is working
> Access
Verify that all users can access WCC
Verify that all users have proper access to AutoSys
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Testing: Views
> Views
Verify that all existing views are created in new
environment
Ensure proper security exists
Validate that every view is functional
– It might be adviseable to test after data migration or you
can create test jobs
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Testing: Failover and Recovery
> Failover
Verify that any failover or high-availability solution is
properly working
– When possible, actually fail the server or database
– Test all combinations of failures
> Recovery
A proper Disaster Recovery solution is critical
Test solution prior to go-live, if possible
Have written procedures in place
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Testing: Data Migration
> Data Migration
Test your data migration process
Time the entire procedure to validate upgrade window
Ensure that no errors occur during data migration
– Fix any errors found and re-test until clean
Validate that all data arrived
Be careful
– Don't migrate live jobs into a running target environment
– Modify commands to disable. " command: Echo .... "
Phase 5: Training
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Summary: Training
Training is key to ensuring success and the ability for users
to obtain the services that they require.
> For large organizations, consider "train-the-trainer"
> Onsite training may be more cost effective
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Training: Train-the-trainer
> Identify key or power users in each group
> All operators and production schedulers should receive
direct training, when possible
> Prior experience with AutoSys 4.5 is helpful, but no
substitute for AutoSys r11 training
> Developer groups need training, even if they do not
directly create jobs
Ensure developers understand new capabilities
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Training: Onsite Training
> Cost effective for groups of 6 or more
> Can be scheduled around your needs
> Training can be done on your new AutoSys r11 servers
Users learn how to use AutoSys and your standards
Existing environments can use their own jobs as examples
> Schedule training no more than 4 weeks prior to go-live
Phase 6: Migration
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October 12, 2009 AutoSys 4.x to r11 Upgrade Tips Copyright © 2009 CA
Summary: Migration
Data migration is the final step in the upgrade process. The
process should have been fully tested prior to this step.
> Save time by migrating non-changing items in advance
> Migration order is key to a manual migration
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Migration: Advanced items
> Freeze changes prior to actual go-live
> Migrate non-changing items in advance
Calendars
User Credentials (for AutoSys jobs)
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Migration: Migration Order
In general, the following is a good order to move elements:
1. Calendars
2. Credentials
3. Global Variables
4. Jobs (without schedules or dependencies)
5. Job statuses
6. Job Dependencies
7. Job Schedules
Questions?
CA Workload Automation AutoSys 4.x to r11 Upgrade Tips