Converting to Control-M

This procedure describes how to convert source scheduler data to Control-M data using the Conversion Tool.

Before you begin

• Complete Source Data Extraction from your scheduler.

• Install Control-M, as described in Control-M Installation.

Begin

1. From the Conversion Tool, in the Projects window, click Create New.

   The Projects Characteristics window appears.

2. For each parameter, define the required fields, as described in Project Parameters, and then click Create.

   The Load Data window appears.

   The new project is saved, and you can open it from the Projects window in Existing Projects.

3. In the Load Data window, locate the source files, and then click Import.

   It may take several minutes for the data to import. After the import completes, the Assessment Report appears.

4. Review the loaded data and verify that it meets all required conversion criteria.

   If the loaded data does not meet the requirement, re-extract the data and then click Reload Data.

5. Click Next.

   The Run Conversion window appears.

6. Do one of the following:

   • To run a new conversion, select Run Conversion and define the Conversion Result Name.

   • To load and existing conversion, select Load Existing Conversion and select the conversion.

     If you select to load an existing conversion, you cannot edit the settings.

7. Click Next.

   The Conversion Settings window appears.

8. Click More and define the Conversion Settings .

   The AutoSys and TWS schedulers have special recommended instructions when defining Conversion Settings. See Recommended Conversion Settings.

9. Click Next.

   The Conversion Results window appears.

10. Review the converted data and verify that it meets all required conversion criteria as follows:

    • In the Messages tab, review the messages according to the following criteria:

      • Information: Items you should be aware of but may not require action in post-processing.

      • Warning: Issues that must be addressed in post-processing.

      • Error: Fundamental errors in the conversion process.

    • In the Actions tab, review the list of items that were not converted correctly and require you to manually fix them.

    • If the converted data meets the requirements, Export the conversion results to Excel or open them in a new window for use during post-processing.

    • If the converted data does not meet the requirements, you can click Back and redefine the conversion settings, or re-extract the data and start again.

11. Generate scripts that you must run in the Control-M environment, as described in Generating Scripts for Control-M/Server .

12. Click Next.

    The Loading to Control-M SaaS window appears.

13. Follow the instructions to load the converted data to the Control-M environment and to run the generated scripts.

    • The instructions include a reference to Control-M Automation API Installation.
      

    • After loading converted data to the Control-M environment, do post-processing if your source scheduler is one of the following: Autosys, TWS, Dollar Universe, Cron, or Task Scheduler. For more information, see Post-Processing.

Project Parameters

The following table describes the parameters in the Project window:

Parameter	Description
Project Name	Defines the name of the project.
Project Description	Defines the description of the project.
Project Type	Determines your source scheduler.

Conversion Settings

The following table describes the conversion options and settings in the Conversion Settings window:

Setting	Description
Conversion Settings Options	The Conversion Settings drop-down includes the following: Standard Rules: Default conversion settings <Custom> Rules: Conversion settings saved by users. Export to file: Exports conversion settings as a file, for reuse with other conversions. Import from File: Imports conversion settings from a file, for reuse with other conversions. Save as button: Saves your current conversion settings for reuse with other conversions. The name you give to the saved settings appears in the conversion settings drop-down. Save button: Updates your saved conversion settings with the latest changes.
General
Type	Determines whether to include or exclude jobs that match the filter criteria.
Relationship	Determines the logical relationship between fields in the list: Or or And.
Filter Criteria Table	Defines the filter criteria.
Set all jobs to Control-M dummy jobs	Converts all jobs to Control-M dummy jobs. This showd the structure of the control-M definitions without the business logic.
Fields Editor
Select field to edit	Determines the source scheduler field.
Control-M Field	Determines the corresponding Control-M field. Note: > adds a time stamp and/or counter to the value, to ensure that the generated names are unique. Reset reverts to the original value. Default Value Defines the default value of the Control-M field.
Fields Table	Defines how substrings are replaced. You can use wildcard characters * and ? when defining the string.
Append message IDs to description	Determines whether to include the ID of a message in the field description.
Append message text to description	Determines whether to include the text of a message in the field description.
Additional Rules	Defines additional rules for each scheduler, as described in Additional Settings.

Generating Scripts for Control-M/Server

This procedure describes how to generate scripts that create global Control-M configurations in the in Control-M/Server after the converted data is loaded. The global configurations include items such as Pool Variables and File Transfer Connection Profiles.

Before you begin

• Successful completion of Converting Source Data to Control-M Data up to the step In the Host Groups tab, review the Host Group tree and click Generate Scripts.

Begin

1. From the Conversion Results window, in the Actions tab, click Generate Scripts.

   The Post Conversion Actions window appears.

2. In the Semaphores tab, fill in the Quantity column and click Generate Scripts.

   The tab displays the Lock Resources that the Conversion Tool found during the conversion (see Lock Resources).

3. In the Pool Variables tab, fill in the Value column and click Generate Scripts.

   The tab displays the Pool Variables that the Conversion Tool found during the conversion (see Variables).

4. In the File Transfer Connection Profile tab, review the MFT Account Name column and click Generate Scripts.

   The tab displays the File Transfer Connection Profiles that the Conversion Tool found during the conversion (see Creating a Centralized Connection Profile).

5. In the Data Base Connection Profile tab, review the Data Base Connection Profile column and click Generate Scripts.

   The tab displays the Database Connection Profiles that the Conversion Tool found during the conversion (see Creating a Centralized Connection Profile).

6. In the Host Groups tab, review the Host Group tree and click Generate Scripts.

   The tab displays the Host Groups that the Conversion Tool found during the conversion (see Host Groups).