deltek process manager

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TABLE OF CONTENTS Revised 2/1/06 TABLE OF CONTENTS PROCESS MANAGER OVERVIEW 1 GLOSSARY 3 DELTEK GCS PROCESS MANAGER CONFIGURATION 5 USERS 9 QUEUES 10 SERVERS 11 DELTEK GCS PROCESS MANAGER ADMINISTRATION 13 SERVERS 16 QUEUE OVERVIEW 19 QUEUE ACTIVITY 20 LOG 26 E-MAIL CAPABILITIES IN PROCESS MANAGER 28 Copyright 2006 by Deltek Systems, Inc. Deltek GCS Premier PM - i

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Page 1: Deltek Process Manager

TABLE OF CONTENTS Revised 2/1/06

TABLE OF CONTENTS

PROCESS MANAGER OVERVIEW 1

GLOSSARY 3

DELTEK GCS PROCESS MANAGER CONFIGURATION 5

USERS 9

QUEUES 10

SERVERS 11

DELTEK GCS PROCESS MANAGER ADMINISTRATION 13

SERVERS 16

QUEUE OVERVIEW 19

QUEUE ACTIVITY 20

LOG 26

E-MAIL CAPABILITIES IN PROCESS MANAGER 28

Copyright 2006 by Deltek Systems, Inc.

Deltek GCS Premier PM - i

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PROCESS MANAGER OVERVIEW Revised 2/1/06

PROCESS MANAGER OVERVIEW

Summary Process Manager allows you to combine different GCS Premier functions, such as reports,

computations, and postings, into a single process. You can set up combinations through the Batch Job Setup screen in the Batch Manager module that can be executed at a scheduled date and time, either on a workstation or on a dedicated process server. By using the Process Manager, multiple processes may be placed in a queue, thereby freeing up your own workstation for other activities.

You can schedule queue entries to start immediately or at a time in the future. Also, the scheduler capability may be initiated and jobs created from Batch Manager or DataPort can be scheduled. This provides the ability to schedule a batch or DataPort query that can be processed at any time and at any interval. In addition, this capability allows one to export various types of output.

The individuals responsible for maintaining the Process Manager can start and stop the servers/queues as well as change or delete queue entries. In addition, users can be authorized to change or delete their own queue entries.

How to Create or Modify a Process

Create and Save the Function Parameters Before you can submit your process, you must establish the functions and parameter that

will be included in your process. Using the Batch Manager module, you can store to store parameters for processes submitted to the server or to be executed/submitted to batch on your machine.

You can use the Batch Job Setup screen in the Batch Manager module to add, re-sequence, or delete previously-saved process parameters. You can also modify individual function parameters. The modified function parameters will be used the next time the process is executed.

How to Execute a Process You can run a process on your workstation from the Batch Job Setup screen in the Batch

Manager module. Select the Execute Batch pushbutton to execute the process immediately. To submit the batch for a future date and time, select the Submit to Batch pushbutton.

To run a process on the Process Manager, select the Submit to Process Manager pushbutton. You can continue to work in GCS Premier after submitting the process to the Process Manager.

Monitoring Processes If you submitted a process to the Process Manager, you can monitor or change the status of

the process in the Process View and History screen. Administrators can use Deltek GCS Process Manager Administration to monitor and change the status of any job submitted to a server.

Copyright 2006 by Deltek Systems, Inc.

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PROCESS MANAGER OVERVIEW Revised 2/1/06

Process Manager Icon and Dialog

After a Process Server is started from the Deltek GCS Process Manager Administration or a batch file, an icon similar to the GCS Premier icon will appear on the task bar. Each time a server is started, another Process Manager icon is added to the toolbar. Click on the icon or right click on the icon and select Restore from the menu to launch a small dialog box; the name of the server appears within the title bar. This dialog contains a drop-down list that shows the queues serviced by the server as well as if the server is idle or executing a job, and whether or not email support is enabled.

If the server is executing a job, the process ID or web session with which it is associated is displayed below the queue drop-down box. Also, this dialog box displays whether the server was initialized to handle email jobs. This email setting for the server is specified when the server is started from the Deltek GCS Process Manager Administration screen.

Use the "X" in upper right corner of the dialog box to stop the server or you can right click on the toolbar icon for a Process Manager and select Exit from the menu to shutdown the server. Although the dialog and icon disappear immediately, any jobs being executed when the server is stopped are finished before the application halts.

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PROCESS MANAGER OVERVIEW Revised 2/1/06

GLOSSARY

Process Definition: A set of GCS functions made up of reports, computation functions and postings.

A Process may be run on the user’s own workstation or a dedicated Process Server. Synonyms: Batch, job Usage: Processes are created in the Batch Manager screen in GCS Premier. You can then

submit the process for execution on your workstation or on the server.

Process Description Definition: A description that is associated with a process ID.

Process ID Definition: A unique identification code assigned to a process. Synonyms: Process Usage: When you submit a job to the Process Server from the Batch Manager screen, a

unique process ID is established for the job.

Process Manager Definition: The Process Manager screens as well as Process View and History in GCS

Premier that contain all of the functions needed to initiate, monitor, and manage the processes.

Process Queue Definition: A list of processes that have been submitted to a Process Server. Synonyms: Queue Usage: Process queues allow you to set up different lists of processes to run on the Process

Server. You many want to set up Process Queues for the various departments or divisions in your organization. You will need to create at least one queue if you want to run processes on the Process Server.

Note: When using GCS Web Reporting, you will need to set up an additional queue called "GCSRPC."

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PROCESS MANAGER OVERVIEW Revised 2/1/06

Process Queue ID Definition: A unique identification code assigned to a Process Queue. Synonyms: Queue Usage: After creating a Process Queue ID in the Deltek GCS Process Manager

Configuration and associating it with user(s) in the Users & Passwords screen in GCS Premier, you can submit processes to the queue for execution on the server. When you start a Process Server, it will pick up jobs for the queue(s) established for the server.

Note: Process Servers that will be running jobs submitted via GCS Web Reporting need to have the queue "GCSRPC" set up in the Deltek GCS Process Manager Configuration screen and associated with a server. The special "GCSRPC" queue is used by the server for remote procedure calls within GCS Web Reporting such as processing login requests and Lookups. Unlike other queues, you do not need to associate this queue with a user in the Users & Passwords screen in GCS Premier. When running GCS Web Reporting, the Process Server associated with the "GCSRPC" queue as well as any other Process Servers that service web queues need to be running.

Process Server Definition: A workstation, capable of executing GCS Premier reports, computation

functions, and postings. Synonyms: Server

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DELTEK GCS PROCESS MANAGER CONFIGURATION Revised 2/1/06

DELTEK GCS PROCESS MANAGER CONFIGURATION

Summary Use this screen to set up Process Manager users and passwords, queues, and servers. The

second the first tab in this screen to update the Process Manager Password File, view existing user IDs, add new user ID records, or change existing user ID records.

The Queues Tab updates the Process Manager Queue Master File, view existing queues, add new queue records, or change existing queue records. The following describes the steps to setting the Queues:

1. Select New. 2. Enter the Queue ID and Description. 3. Define the Purge Interval. 4. Select Queue type.(i.e.: Local Area Network or Web) 5. Select Ok.

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DELTEK GCS PROCESS MANAGER CONFIGURATION Revised 2/1/06

The Servers Tab updates the Process Manager Master File and Process Manager Manager/Queue File, view existing servers, add new server records, or change existing server records. You can also associate queues with a server in the Servers Tab. The following are the steps to assign Server ID to Queues:

1. In Process Manager Configuration Screen go to Servers tab. 2. Select New. 3. Enter the Server ID 4. Assign Queue ID(s) to Server. 5. Click Ok.

This screen should be set up when Deltek GCS Process Manager is initialized. The default

user and password provided with the system are "PMUSER" and "PASSWORD," respectively. During initialization, you can continue using these defaults, however, once sensitive data is entered, you should eliminate this user and password. To configure the Password follow the steps below:

1. Open GCS Premier. 2. Go to System Administration/Users, Security, and Profiles. 3. Go to Users and Passwords. 4. Assign the Queue ID. 5. Save the record.

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The data files for this screen are non-company specific and reside in the \SiteData directory. Two files, Queue Master and Process Queue, are located in directories specified by the key PMLANQueueDataDir in DTSITE.INI and PMWebQueueDataDir in DTWEB.INI. The entry in the DTWEB.INI tells GCS Web Reporting where those two Process Manager files are located for GCS Web Reporting jobs; the entry in DTSITE.INI tells the Process Manager and GCS Premier LAN software where the two files are located for LAN jobs.

Note: You must set up at least one user ID that with which you can access the Deltek GCS Process Manager Configuration screen.

Note: GCS Premier LAN jobs are stored in the Queue Master and Process Queue files named PM04PQM.DAT\.IDX and PM05PPQ.DAT\.IDX, respectively. GCS Web Reporting jobs are stored in the Queue Master and Process Queue named PM07PQM.DAT\.IDX and PM08PPQ.DAT\.IDX, respectively.

Timing Passwords and user IDs, queues, and servers should be set up when the Process Manager is

first initialized. However, this screen can be accessed at any time to add or update information.

Manipulating Tables The tables in each tab are not editable. To perform an action on the table select a row.

Then, click one of the buttons below the table. Select New to load a dialog where you can enter each of the values described in the table.

Select OK to add the row to the grid or Cancel to close the dialog. The Capture button is available to take a screen snapshot and attach it to an email. The New dialog that is loaded on the Servers tab has a listing on the left of unassigned queues. Initially, this will be any of the queues that you have setup. Select a queue for the Process Server and press the Assign button to move the queue to the list on the right. Use the Move Up and Move Down buttons to indicate the priority of queues. Queues closer to the top have higher priority than those at the bottom of the list. Use the Remove button to move a queue in the Assigned list back to the Unassigned list.

Select Edit to load a dialog containing the values for the row you have selected in the table. Update the values as desired. Select OK to save your changes to the table or Cancel to close the dialog without saving. The Capture button is available to take a screen snapshot and attach it to an email.

If you select Delete, the system will ask you if you want to delete the row you have selected. Select OK to delete the row.

The Capture button is available to take a screen snapshot and attach it to an email, which you can then send out.

Choose the Help button to view the GCS Premier help screens. Use the About button to view the product copyright information as well the DTLOCAL.INI

and DTSITE.INI files.

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DELTEK GCS PROCESS MANAGER CONFIGURATION Revised 2/1/06

Select Restore to return all grids and tabs to the original values. If you select this button, all

new and deleted rows are ignored. Select Save to store all changes to all tables in all tabs. Select Exit to close down the Deltek GCS Process Manager Configuration screen.

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DELTEK GCS PROCESS MANAGER CONFIGURATION Revised 2/1/06

USERS

Summary All records in the Users tab are displayed in a table. They are initially in alphabetical order

by User. However, you can re-order on any column by double-clicking the header.

Table Window

User Enter the ID that will be entered when a user logs into Deltek GCS Process Manager. This

ID can be assigned to one person or a group of people. User IDs can contain any alphanumeric character and can be up to six characters long. The initial user ID sent with the system is "PMUSER."

Password Enter the password that must be supplied in order to gain access into Deltek GCS Process

Manager. The password field can contain any printable alphanumeric character and can be up to eight characters long. The password should be unique to a particular user ID and should be kept confidential. The initial password which corresponds to the user ID "PMUSER" sent with the system is "PASSWORD."

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DELTEK GCS PROCESS MANAGER CONFIGURATION Revised 2/1/06

QUEUES

Summary All records in the Queues tab are displayed in a table. They are initially in alphabetical

order by the Queue ID. However, you can re-order on any column by double-clicking the header.

Note: If you are planning to run GCS Web Reporting you will need a "GCSRPC" queue established. The special "GCSRPC" queue is used by the server for remote procedure calls within GCS Web Reporting such as processing login requests and Lookups. This queue must not be used for any other purposes.

Table Window

Queue ID Enter the ID that will uniquely identify a Process Queue. A queue contains a listing of all

processes that are submitted to a Process Server.

Note: If you are using GCS Web Reporting, you must have setup a queue called "GCSRPC." You can enter any description and purge interval for the queue.

Description Enter a description for the queue ID.

Purge Interval Enter the number of days that the process history, report output, and log files generated by

the Process Server should be retained. The Process Server automatically purges the data and files once the number of days have been met or exceeded.

Queue Type Select whether this queue is for jobs submitted from a Local Area Network or if you are

using Web Reporting, which is the queue used for Web jobs.

Note: If you are setting up the “GCSRPC” queue, mark it as a Web queue.

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SERVERS

Summary All records in the Servers tab are displayed in a table. They are initially in alphabetical

order by the Server ID. However, you can re-order on any column by double-clicking the header.

Note: If you are setting up a server to run with GCS Web Reporting, it must have the "GCSRPC" queue associated with it. The special "GCSRPC" queue is used by the server for remote procedure calls within GCS Web Reporting such as processing login requests and Lookups. When running GCS Web Reporting, the Process Server associated with the "GCSRPC" queue as well as any other Process Servers that service web queues need to be running.

Table Window

Server ID Enter the ID that will identify a Process Server. A Server ID indicates what machine will

process the GCS reports and processes submitted to a queue. More than one Process Server may run on a machine. However, a Process Server will only pick up jobs for the queue(s) assigned to it.

Hint: We recommend that you set up at least two Process Servers if your using Deltek GCS Web Reporting. One server for jobs submitted from the LAN and one for jobs submitted via the Deltek GCS Web Reporting. By running a dedicated Process Server for Deltek GCS Web Reporting you will improve your performance because Web jobs are less likely to get pushed behind LAN jobs.

You can also assign the Web queue to both servers; this will also improve Web performance. If more servers are looking for Web jobs, they will be processed faster. Also, you should place the Web queue at a higher priority to push Web jobs to the top of the list of jobs serviced by the Process Server.

Description Enter a description for the Server.

Assigned Queues Select one or more queues that will be serviced by a particular Process Server as well as

priority of queues.

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DELTEK GCS PROCESS MANAGER CONFIGURATION Revised 2/1/06

Note: When running GCS Web Reporting, the "GCSRPC" queue must be assigned to the Process Server used to service the queue for the remote procedure calls.

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DELTEK GCS PROCESS MANAGER ADMINISTRATION Revised 2/1/06

DELTEK GCS PROCESS MANAGER ADMINISTRATION

Summary Use this screen to launch and shutdown multiple Process Servers. You can check the status

of servers in the first tab. The second tab in the screen provides a graphical overview of queues that are available and whether they are currently being serviced. The third tab provides detailed information on the processes that the queue contains. You can use this tab to edit the scheduled start date/time and description of the job as well as the queue. You are also able to view all the applications that make up a batch job and their status. The last tab is a log produced for all your servers. It contains information such as when a server was started and when it was stopped and by whom.

Before a process is added to this screen, the process must either be submitted to the queue by the Batch Job Setup screen in the Batch Manager module (using Submit to Process Manager or Submit to Scheduler), DataPort using Submit to Scheduler, or via Deltek GCS Web Reporting. The processes that have been submitted to the queue via the Batch Manager will remain in this screen until they are deleted using the Delete button in this screen or by a Process Server based on the purge interval for the queue specified in the Deltek GCS Process Manager Configuration screen. Typically, reports submitted via Deltek GCS Web Reporting will be picked up, processed immediately, and the queue entry will be deleted before you see it in this screen. However, if a Web report is rather long, no Process Server is available, or a failure occurs on the web, the entry to the queue for the Web job will appear in the Entries table window.

When a process is being executed through the Process Server, that process will have a Status of "Started" in the Entries table window on the Queue Activity tab. Also, the Entry Detail table window displays what applications were completed in the job. If the process was not executed successfully because of a Process Server failure, the part of the job that failed will display with "Execution Error" in the Result field.

New processes cannot be entered in this screen. You can update or delete the processes already sent to the queue if they have a Status of "Pending." in the Entries table window on the Queue Activity tab. If "Started" displays in the Status field, the process cannot be edited. Remember to select Save when you update or delete information in any tab in this screen.

The Capture and Exit buttons are available throughout. The Capture button is available if you wish to take a screen print and email it. The Exit button allows you to close the screen.

Choose the Help button to view the GCS Premier help screens. Use the About button to view the product copyright information as well the DTLOCAL.INI

and DTSITE.INI files.

Note: Process Manager files are not company specific. However, the report and process output is company specific. If you retain data for more than one company, pay close attention to the Company column in the Entries table window in the Queue Activity tab .

The Process Manager files reside in the \SiteData directory. Two files, Queue Master and Process Queue, reside in the directory specified by the key PMLANQueueDataDir in DTSITE.INI and PMWebQueueData Dir in DTWEB.INI. The entry in the DTWEB.INI tells

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GCS Web Reporting where those two Process Manager files are located for GCS Web Reporting jobs; the entry in DTSITE.INI tells the Process Manager and GCS Premier software where the two files are located for LAN jobs. (The DTSITE.INI file will be retained in \SiteData under your main GCS Premier programs directory and the DTWEB.INI under the \Web Reports directory on your web server if you are using GCS Web Reporting.)

Timing Use the Servers tab at any time to start a Process Server on your local machine as well as

stop any Process Server. You should also use this tab to check the status of a server when it was last started and stopped and by whom.

Use the Queue Overview tab for a quick visual glance at what queues are currently being serviced.

Use the Queue Activity tab to edit the processes that you submitted. A process must be submitted by either Deltek GCS Web Reporting or Batch Manager before it appears in this tab. After you select a queue from the drop down box, the screen will be populated.

Use the Log tab anytime you need to view a comprehensive listing of server start/stop dates and times, processes handled through the server, errors that occurred in processes, and errors with the Process Server itself.

Input Files Scheduler Main File PM09SCMF.*

Scheduler – Daily Recurrence File PM09SCDY.*

Scheduler – Weekly Recurrence File PM09SCWY.*

Scheduler – Monthly Recurrence File PM09SCMY.*

Output Manager – Main File PM09OMMF.*

Output Manager – Operation – Export File PM09OMEX.*

Output Manager – Operation – Email File PM09OMXM.*

Process Manager – Process Queue File PM05PPQ.*

Process Manager – Password File PM01PMP.*

Process Manager – Manager Master File PM02PMM.*

Process Manager – LAN Queue Master File PM04PQM.*

Process Manager – Manager/Queue File PM03PMQ.*

Process Manager – Process Queue History File

PM07PQH.*

Output Files Scheduler Main File PM09SCMF.*

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Scheduler – Daily Recurrence File PM09SCDY.*

Scheduler – Weekly Recurrence File PM09SCWY.*

Scheduler – Monthly Recurrence File PM09SCMY.*

Output Manager – Main File PM09OMMF.*

Output Manager – Operation – Export File PM09OMEX.*

Output Manager – Operation – Email File PM09OMXM.*

Process Manager – Process Queue File PM05PPQ.*

Process Manager – Process Queue History File

PM07PQH.*

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SERVERS

Summary All records in the Servers tab are displayed in a table. They are initially in alphabetical

order by the Server ID column. However, you can re-order the screen on any column by double-clicking the header.

You can start an "Inactive" server by selecting the row in the table containing the server. Then, select the Start Server pushbutton. After selecting this pushbutton, a dialog box will open where you must select Email Options for the server. If you are NOT planning to have the PDF report files generated from processes sent to other individuals via email, leave the Email Options set to "None (appropriate for a process server dedicated to web queues)"; otherwise select either "Profile (Exchange/Outlook)" or "User/Password (MSMail)" depending on the type of mail system your running.

If your running Microsoft® Exchange®/Outlook®, select "Profile (Exchange/Outlook)." You need to then specify a Profile the Process Server can log in under each time it needs to send a message. Select the Test Email pushbutton to verify that Deltek GCS Premier can connect to your email server with the Profile provided.

If your running MSMail®, select "User/Password (MSMail)." You need to then specify a valid email User/Password combination under which the Process Server can log in each time it needs to send a message. Select the Test Email pushbutton to verify Deltek GCS Premier can connect to your email server with the User/Password provided.

Only jobs submitted from Batch Manager can have their PDF report files attached to an email message. When you submit a job from the Batch Manager, you can choose where you want output directed. You may select to have reports attached to an email and sent to a list of email addresses. Recipents will see an email with a subject line titled "GCS Premier Batch Submission - <name of the batch>" and the content contains text indicating the user ID, submitted date/time, scheduled date/time, started date/time, completed date/time, and the name of the PDF file. The PDF file is attached in a zip file named REPORTS.ZIP(by default). You can change the extension of the zip file by setting it in File Extension field.

Polling Frequency indicates how often you want the Process Server your starting to look at queues to see if any jobs are ready for execution. The number you enter is translated into a tenth of the second. So, if you enter 50, your queues for the server will be polled every (50 X .10 seconds) or 5 seconds.

After you enter your File Extension for the server, you will see the Server Command Line Preview is filled with parameters and arguments necessary to run the Process Server. Press OK to start the server or Cancel to close the dialog. The Capture button is available if you need to take a screen print and email it.

Use the Stop Server pushbutton to stop a Process Server running on any machine. Use the Refresh pushbutton to display the latest server data in the table window.

Note: After you hit the OK button to start the server, you will notice a message "Server status will refresh in x seconds." This means that the application is waiting for the pending start or stop request to be completed before the server status is refreshed.

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Note: If you choose to stop a server while it is currently running a job, the server will finish that job before the Process Server task shutdown.

Hint: You can copy the parameters in the Server Command Line Preview field into a batch file. The server can be started by running this batch file in addition to using the Start Server pushbutton in this tab. You may want to place this batch file in the startup folder of the PC that will run the Process Server so the batch file is loaded as soon as they log into that machine.

Table Window

Server This field displays the unique identifier assigned to a Process Server. Each Process Server

must be established in the Servers tab of the Deltek GCS Process Manager Configuration screen.

Description This is the meaningful description of the server from the Servers tab of the Deltek GCS

Process Manager Configuration Screen.

Status This fields display the status of the server. If the server is running, the status is "Active;"

otherwise it is "Inactive."

Computer This is the machine name of the computer on which the Server was started.

Assigned Queues These are the queues the server will poll from when it is active. Queue are assigned to a

server and given a priority in the Servers tab of the Deltek GCS Process Manager Configuration Screen.

Start User This is the user who started the Process Server. Process Server users are setup in the Users

tab of the Deltek GCS Process Manager Configuration screen.

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Start Time

This is the date/time that the Server was last started. If the server is still active, the Stop Time will be blank. When a Server is started, the Start User and Start Time may be viewed in the Log tab as well.

Stop User This is the user who last stopped the Process Server. Process Server users are setup in the

Users tab of the Deltek GCS Process Manager Configuration screen.

Stop Time This is the date/time that the Server was last stopped. When a Server is stopped, the Stop

User and Stop Time may be viewed in the Log tab as well.

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QUEUE OVERVIEW

Summary Use this tab to determine what queues are available and to which servers they are connected.

Queues are represented at the first level of the hierarchy. They are denoted with a "Q" preceding the queue name. After the queue name, the number of active and inactive servers is listed. The next level of the hierarchy lists each of the servers for a queue. Inactive servers are denoted with a red circle preceding the name. Active servers are denoted with a green circle preceding the name and followed by the name of the machine running the server.

You can start inactive or active servers by selecting the Start Server pushbutton. If you are starting an inactive server, you must then select Email Options for the server. See the documentation for the Servers tab for more information on the Email Options dialog box.

Use the Refresh pushbutton to display the latest queue and server data. A level in the hierarchy has been fully expanded when the sign on the left looks like a dash

(-). The level is fully collapsed when the sign on the left appears as a plus (+).

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QUEUE ACTIVITY

Summary Use this tab to view the processes in a particular queue. Use the first table window to

review jobs submitted to the queue and then edit the scheduled start date/time and description of the job as well as the queue. Use the second table window to view all the applications that make up a batch job and their status in the second grid.

Before a process is added to this screen, you must submit the process to the queue through the Batch Job Setup screen in the Batch Manager module. Reports ran through Deltek GCS Web Reporting are also submitted to a queue and run on a Process Server; however, these jobs are immediately processed and often are not seen on this screen. In addition, jobs may be submitted to the Process Manager via DataPort.

The processes that have been submitted to the queue from the Batch Manager will appear in the Entries table window. If the job has not been started, the Status will be "Pending" and no rows will appear in the Entry Detail table window. When a process is being executed through the Process Server, the process will display "Started" in the Status field. If the process was not executed successfully because of a Process Server failure, that process will display "Completed" in the Status field of the Entries table and "Execution Error" in the Results field of the Entry Detail table.

New processes cannot be entered in this screen. You can update or delete the processes already sent to the queue if "Pending" displays in the Status field in the Entries table. If the Status is "Started" or "Completed," the process cannot be edited.

When you select a row in the Entries table with a "Pending" status, the Modify pushbutton is enabled. Select this button to load a dialog to update the Queue, Scheduled Start and/or Description fields. The dialog also displays the Company, Data Directory, User ID, Entry ID, and output direction as well as Applications included in the job. Press OK to accept your changes or Cancel to close the dialog.

If you select a row in the Entries table window that has a "Pending" or "Completed" status, the Delete pushbutton will be enabled. If you select the Delete pushbutton, you will be asked to confirm, Yes or No, the deletion of the row.

If you select a row that encountered an error while processing, the Error field in the grid will display "True" and the View Errors pushbutton will be enabled. If you select the View Errors pushbutton, a dialog box containing the User ID, Entry ID, Started Date, and Started Time for the process will be displayed as well as a table containing the Report name that encountered the error, Result or nature of the error, the Started Date/Time and Completed Date/Time. Select the OK pushbutton to close the dialog. The Capture button is available to take a screen snapshot and email it.

Note: The error files used to populate this dialog are prefixed by "PME" with a unique identifier and followed by a ".TMP" suffix. They are stored in the directory specified in the DTSITE.INI for the PMLANReportDir key if submitted via Batch Manager or in the directory specified by the PMWebReportDir key if GCS Web Reporting.

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Select the View Log pushbutton to open a dialog that shows you any messages, such as "No

Records Found," compiled when reports in your process are run. Select OK to close the dialog. The Capture button is also available to take a screen snapshot and email it.

Use the Refresh pushbutton next to the View Log pushbutton to display the latest queue data in the Entries table. Use the Refresh button below the Entry Detail table to update the information regarding reports included in a process displayed in the Entry Detail table.

Use the View Report pushbutton to view the report output for the selected row in the table. The report will be displayed according to the format that you have specified when you submitted a particular job to the Process Manager. Before the file can be opened, it will require you to enter your password. If the output file is text-based (files with extensions: .CSV, .TXT, .XML, .HTML), then a password dialog box will be shown.

As an added security, the text-based file is encrypted. If one will try to open the file from outside the application, one will be able to open it but the contents are not readable.

Once you close the application, the text-file will automatically be re-encrypted. If the report is still running, it will keep the file as is (as normal text). But if you try to re-open it outside of the application, you will find the file is already re-encrypted.

The output text-based files are made by default as read-only. As with the other report formats (e.g. Excel, Access or PDF), the report will be opened using

its default program. The default program will handle the password verification to open the file. Rows are initially in ascending order by the Submitted column. However, you can order on

any column by double-clicking the header.

Entries (Top) Table Window This table displays all completed jobs for the queue selected. Once a job has completed

running on a Process Server, the bottom table window will show the specific reports and processes that make up the queue entry.

Queue Use this drop-down box to select the queue you want to view. The queue ID will display.

Submitted This field displays the date and time the process was submitted to the queue.

Scheduled This field displays the scheduled date and time for the process you submitted.

Task ID This field refers to the Batch Filename of the Batch Manager screen when the Task Type

is Batch Manager. It also refers to the Query ID of the DataPort screen when the Task Type is DataPort.

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Task Type

Task Type can be either DataPort or Batch Manager depending on where the task belongs.

Description This field displays the process description entered when you submitted the job from the

Batch Manager.

Status The current status of a process is displayed in this field. If the Status field displays "Completed," the queue entry has been processed by a server and

you can check to see if output was created or if errors occurred. Only completed process are displayed in this grid.

Company This field displays the company associated with the queue entry. The output from a report

or process will contain data for this particular company.

Data Directory Name This field displays the name of the data directory from which data was pulled for the reports

and processes for the queue entry. Data directories are established in the DTSHARED.INI file.

User This field contains the user ID for the individual who submitted the process.

Entry ID This field contains the entry ID for the individual who submitted the process.

Started This field contains the date and time the process was started by a server.

Completed This field contains the date and time the process was completed by a server.

Data Directory Path This field displays the data directory path for the data that was pulled for the reports and

processes for the queue entry. Data directories are established in the DTSHARED.INI file.

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Errors

This field indicates if any errors occurred in the process. If this field is "True," the View Errors pushbutton is enabled; otherwise this pushbutton is

not available. Use the View Errors pushbutton to view the errors encountered.

Error File This field contains the directory path and name of the file created when errors are

encountered in a process. This field will only contain a value if the Errors field is "True."

Output This field indicates where the Output for the process is directed i.e., "PDF File," "Printer,"

"Email" or “Scheduler”. You specify the output direction in the Batch Manager when you submit the job to the Process Manager or Scheduler via the Output Manager.

The Output field displays “PDF”, “Email”, or “Printer” if output was directed based on the format specified in the Batch Manager. If directed to “PDF” or “Email”, select a row in the Entry Detail table (the second table on this tab) and select the View Output pushbutton to load output file.

If the Output field displays "PDF File," output was directed to a PDF file. Select a row in the Entry Detail table (the second table on this tab) and select the View Output pushbutton to load the PDF output file.

If the Output field displays "Printer," output was directed to the default printer for the server.

If the Output field displays "Email," output was directed to a PDF file and sent as an attachment on an email. Email recipients are specified in the Batch Manager when you submit the job to the Process Server. However, you can select a row in the Entry Detail table (the second table on this tab) and select the View Output pushbutton to load the PDF file.

The Output field displays “Scheduler”, output was directed to a file based on the format specified in the Scheduler. Select a row in the Entry Detail table (the second table on this tab) and select the View Output pushbutton to load the output file.

Email Recipients This field displays the email addresses that will receive an email with an attached zip file

containing the PDF file output from reports and processes for the queue entry. Email recipients are specified in the Batch Job Setup screen in the Batch Manager module when you submit the job to the Process Manager.

Server This is the name of the Process Server that is executing the job. If the Status field displays "Completed," this is the server that ran the job. If the Status field displays "Pending," this field will be blank.

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XML Parameter File

Parameters for all jobs ran through the Process Manager are stored in XML files. This specifies the directory path and name of that file. When the entry is purged from the queue, this file will be deleted also.

Message Log This field contains the directory path and name of the message file. The message file is

loaded when you select the View Log pushbutton below the Entries table.

Web Session This field is set to "n/a" if the job is submitted from the Batch Manager. If the job

originated from Deltek GCS Web Reports, the field will display the unique identifier assigned to your web session.

Web Output File This field contains the directory path and name of the PDF output file displayed in Deltek

GCS Web Reporting. The location is based on the directory specified in the DTSITE.INI for the key PMWebReportsDir along with the web session. The output file will be deleted from the directory once the Deltek GCS Web Reports session is closed or times out. This field is set to "n/a" if the job is submitted from the Batch Manager.

Entry Detail (Bottom) Table Window Use this table window to view all reports and processes that make up a specific job. If the Status of the row selected in the Entries table is "Pending," this table window will

contain no rows. If the Status of the row selected in the Entries table is "Started" or "Completed," this table

window will show the reports and processes that make up the job as well as there status. Use the View Output pushbutton to see the output from reports and processes directed to a

PDF file or to email. Use the Refresh pushbutton to update the information regarding reports and processes

included in the job.

Application Name This field contains the descriptive name for the GCS Premier application that is part of the

process, e.g., "Contract Work Force Report."

Application ID This field contains the programmatic name for the GCS Premier application that is part of

the process, e.g., "GPCT.GDltkRCTCWFBo." This function is launched by this process using the parameters in the XML file stored in the directory specified in the DTSITE.INI for the PMLANReportDir key if Batch Manager or PMWebReportDir key if Web Reporting.

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Started

This field displays the date and time this part of the process began executing.

Completed This field displays the date and time this part of the process finished executing.

Output file If the output from the report was directed to a PDF file or to email, the location and file

name of the PDF file is displayed.

Status The Status of this part of the job is displayed in this field: "Pending," "Started," and

"Completed." If the Status field displays "Started," the server is currently executing this report or process.

The Started field will be populated. If this field displays "Pending," the server has not began executing this report or process.

However, the job containing this report or process is currently being executed and once this part reaches the top of the queue it will be started.

If this field displays "Completed,” the server has finished running this part of the process. The Started and Completed fields will be populated.

Results This field displays the overall outcome of this part of the process either "Completed

successfully" or "Execution Error." If this field displays "Completed Successfully," this part of the process completed with no

errors. Use the View Output pushbutton to view the output file if the output from the report was directed to a PDF file or to email. The location and file name of the PDF file will be displayed in the Output File field. If output was directed to the default printer for the server, pick up the printouts from that printer.

If this field displays "Execution Error," this part of the process contained errors. Use the View Errors pushbutton under the Entries table for a complete listing of errors encountered in the process.

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LOG

Summary Use this tab to view the actions performed on all or a specific Process Server from the time

it was started until it stopped. You can use this tab to track events in all Process Server applications by machine name, Windows Process ID on that machine, and Thread ID of the code. This provides a fine level of detail for tracing Process Server issues.

Use the Server drop down box to select the server for which you wish to information. Select "All" to see a log of information for all servers.

Select the Only Show Messages Since checkbox and select a date/time to show only processes that occurred on and after the date/time entered.

The Clear Log pushbutton removes all entries from Process Server log. The Refresh pushbutton loads the latest log information for the server into the table. Rows are initially in ascending order by the Timestamp column. However, you can order on

any column by double-clicking the header. Entries in the table are stored in the file GCPMLOG.TXT and retained in \SiteData under

your main GCS Premier programs directory.

Table Window

Server (blank column heading) If you selected a specific server, the first column will have a blank heading and display the

Process Server name. If you did not select a server or you selected "ALL," this column will be hidden.

Message This is a description of a certain action performed on a Process Server. An example of this

is "Process Manager GCSPremier - Startup Complete."

Computer This field displays the machine name of the computer the Process Manager is running on at

the time the entry was logged.

Timestamp This field indicates the date/time this entry was recorded to the log.

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Process ID

This field displays the identifier assigned by Windows to each Process Server. You can cross reference the Process ID to the Windows Task Manager to look at CPU and memory usage for the Process Server while it is running. Cross-referencing would require you to convert the Process ID in hexadecimal format to a decimal.

Thread Threads are used in relationship to the queue priority assigned in the Deltek GCS Process

Manager Configuration screen. This field displays the thread the Process ID is assigned by Windows.

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E-MAIL CAPABILITIES IN PROCESS MANAGER

Summary This screen is used to configure email

settings that GCS Premier uses to send e-mail. The e-mail capabilities component requires the following four basic parameters: SMTP Exchange Server, Windows Login Username, Windows Login Password, and the Sender E-mail Address. The Windows Login Username and Password are required fields in order for outside e-mail to work. Windows Username and Password are required to prevent spam. The Sender E-mail address will be used as an identifier who sent the e-mail. The E-mail Profile and MS Outlook Username/Password does not apply because the Microsoft Outlook components are not referenced in the new e-mail process.

The program will no longer access the content/components of Microsoft Office to prevent triggering the Microsoft Security Update issue.

E-mail Option Frame The user can only choose to enable/disable

e-mail functionality when activating a server. If the user wants to activate the e-mail functionality, the e-mail setting is retrieved from the Email Configuration screen and the parameters in the Start Server screen are read-only. The user does not need to input the e-mail profile.

For additional information, please refer to the GCS Process Manager Administration section of this document.

Alias E-mail Conversion The e-mail configuration component cannot process alias email address alone. It should

contain a valid SMTP address in the following format: “ALIAS” <SMTP ADDRESS> (i.e.:

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“Myemail” <[email protected]>). The application resolves the limitation. The applications affected are DataPort and Batch Manager.

The alias e-mail conversion is triggered when the .GQR

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