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This manual provides information about xMatters. Every effort has been made to make it as complete and accurate as possible;
however, the information it contains is subject to change without notice and does not represent a commitment on the part of
xMatters. No part of this document may be reproduced by any means without the prior written consent of xMatters.
AlarmPoint Systems, Inc. is now xMatters, inc. This change extends to how we name our products: the AlarmPoint Integration
Agent is now the xMatters integration agent; AlarmPoint Enterprise is now xMatters enterprise; and so on. You can learn more
about why we changed our name at www.xmatters.com. During the ongoing transition to the new naming conventions, legacy
corporate and product names will still appear in some parts of our products, such as directory paths, logs, and messages. This
document reflects the new names whenever possible, while respecting the need for clarity when referring to older products,
legacy issues, existing knowledge base articles, etc.
Wednesday, September 11, 2013
Copyright 1994-2013. All rights reserved.
xMatters, xMatters, xMatters Java Client, xMatters mobile access, xMatters integration agent, xMatters lite, xMatters
workgroup, xMatters enterprise, xMatters service provider, xMatters on demand, and xMatters Notification Server are
trademarks of xMatters, inc.
All other products and brand names are trademarks of their respective companies.
Contacting xMatters
You can visit the xMatters Web site at: http:///www.xmatters.com
From this site, you can obtain information about the company, products, support, and other helpful tips. You can also visit the
Customer Support Site from the main web page. In this protected area, you will find current product releases, patches, release
notes, a product knowledge base, trouble ticket submission areas and other tools provided by xMatters, inc.
xMatters, inc.
Corporate Headquarters
4457 Willow Road, Suite 220
Pleasanton, CA 94588
Sales and Technical Support:
Telephone: 925-226-0300
Facsimile: 925-226-0310
support@xmatters.com
sales@xmatters.com
Customer Support Site: http://community.xMatters.com
This integration was designed and tested on an unmodified version of BMCControl-M Workload Automation, and this
document describes how to configure xMatters to integrate with the default installation. If you have customized or altered your
instance of BMC Control-M, this integration may need to be modified for your deployment. Please note that these integration
changes are not part of the services offered by xMatters Technical Support, but can be performed through xMatterss
Professional Services department. For more information, contact your xMatters Sales representative.
Table of Contents
Chapter 1: Introduction
1.1 Summary
1
1
1.1.1 Benefits
2
3
3
1.3.1 Conventions
1.3.2 Terminology
5
5
2.1.1 Installing the integration service and updating the integration agent
10
10
11
14
14
14
17
18
18
18
18
20
20
21
22
22
22
4.7 Troubleshooting
22
ii
22
23
24
24
Chapter 1: Introduction
Chapter 1: Introduction
Welcome to xMatters (IT) for BMCControl-MWorkload Automation; this document describes how to install and
configure xMatters and BMCControl-M Workload Automation software for integration. The intended audience for
this document is experienced consultants, system administrators and other technical readers.
1.1 Summary
xMatters is an interactive alerting application, designed to capture and enrich important events, to route those events
to the right person on any communication device, and to give that person the ability to solve, escalate, or enlist
others to resolve the events remotely.
xMatters allows you to take critical business information and contact the right people via voice phone, SMS, twoway pagers, instant message, and email.
Through integration modules, xMatters can become the voice and interface of an automation engine or intelligent
application (the Management System, such as BMCControl-M Workload Automation). When BMC Control-M
detects something that requires attention, xMatters places phone calls, sends pages, messages, or emails to the
appropriate personnel, vendors or customers.
xMatters is also persistent, escalating through multiple devices and personnel until someone accepts responsibility or
resolves the problem. Once contacted, xMatters gives the notified person instant two-way communication with
BMCControl-M Workload Automation. Responses are executed immediately on BMC Control-M, enabling remote
resolution of the event.
This integration supports job notifications (from BMC Control-M to xMatters) via web services. It also supports
inbound actions (from xMatters to BMC Control-M).
1.1.1 Benefits
With the xMatters integration, the appropriate technician can be notified directly via voice, email, pager,
BlackBerry, or other device. Information about the failure will be presented to the event resolver and decisions can
be made in real-time.
Once a response is selected on the recipients remote device, xMatters will update the BMC Control-Mjob in realtime. The benefit is that this process is immediate significantly faster than the time required for staff to notice the
failures or malfunctions, determine who is on call, and manually notify the right person. In addition, the ability to
take simple actions on the event from any device gives the event resolver a quick way to deal with many issues and
communicate to other team members the current state of the event.
During the process, every notification, response, and action is logged in xMatters. In addition, xMatters
automatically annotates the original BMC Control-Mjob with status information.
The xMatters product features a self-service web user interface to allow accurate assignment of responsible personnel
for each job.
The following steps identify the numbered steps in the above diagram:
1. BMC Control-M jobs, which are associated with xMatters Shout Destinations, send Shout Messages to the ControlmAPClient.bat file.
2. The Shout Messages are then sent to the xMatters integration agent via the APClient.bin.exe.
3. The integration agent parses the Shout Message to retrieve the ORDER_ID, recipients, and custom message, and then
uses the request_act_retrieve_jobs call in the APIto retrieve the job details from BMC Control-M.
4. The job details are then sent along with the recipients via the integration agent to xMatters. Once they receive a
notification, the recipients have the ability to respond to xMatters.
5. These responses return to the integration agent, which uses the command line interface to interact with the BMC
Control-M server. The requests from xMatters are sent to the command line interface, and the responses to the command
line interface requests are sent back to xMatters via FYInotifications (note that these FYInotifications are configured
by default in the xMatters scripts to be sent back to only email Devices).
You may need to modify this configuration to suit your particular business requirements and adjust it to suit your expected
loads. For example, the default integration features automatic status annotations to the original job that indicate each stage of
delivery; in a high-volume production system, this can significantly affect performance. Consider your expected volume of
injected events and your server capacity when designing your own integration with xMatters.
Note:
The xMatters integration agent must be installed on the same server as BMC Control-M.
Chapter 1: Introduction | 2
BMC Control-M:
l
BMCControl-M/EMAPIServer v8
l
For more information about installing and configuring this component to work with this integration, see
"Troubleshooting" on page 22.
Version
Operating System
Database
Oracle 11g
SQLServer 2008
(validated)
BMCControl-M Workload
Automation
v8
(validated with
Microsoft SQLServer
2008)
For more information about the supported operating systems for xMatters, refer to the xMatters installation and
administration guide and xMatters integration agent guide.
1.3.1 Conventions
Some instructions appear in the following format: MENU > OPTION; for example, File > Open means click the File menu,
and then click the Open menu option.
Words in bold typically reference text that appears on the screen. Words in monospace font represent the following:
l
code samples
Directory paths
Except where explicitly stated, the directory paths in this document are listed in Windows format. Unix users must substitute
the given paths with the Unix equivalents.
The xMatters installation folder is referred to throughout the documentation as <xMHOME>.
l
Chapter 1: Introduction | 3
The xMatters integration agent installation folder is referred to throughout the documentation as <IAHOME>.
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1.3.2 Terminology
The following terms are used through the xMatters documentation.
Documentation terminology
Term
Meaning
Event
An event refers to any situation or item of interest detected by the management system, and which
requires attention. Event is also used to refer to the incident or situation as it progresses through the
xMatters system, from injection to notification to resolution. Each event must generate at least one
alert or notification.
Event can also be a generic term used to refer to an incident, change request, message, or other
specific item within the management system. Whenever possible, these situations are referred to
using the management system's preferred terminology, but can also collectively be called events.
Management system A management system is any sort of monitoring or managing software that watches for events, and
with which xMatters can combine; i.e., a synonym for BMC Control-M.
Device
The medium through which a recipient is contacted by xMatters; i.e., email, pager, phone,
BlackBerry, etc.
User
In xMatters, people who can receive notifications are called "Users". Each person in the xMatters
system is defined by a set of User details, including IDnumber, user name, login password, and so
on.
Group
Groups are used to collect and organize Users and Devices into notification schedules. For a
complete explanation of Groups in xMatters, see the xMatters user guide.
Chapter 1: Introduction | 4
2.1.1 Installing the integration service and updating the integration agent
To configure the integration agent for the BMC Control-M integration, you must copy the integration components into the
integration agent; this process is similar to patching the application, where instead of copying files and folders one by one,
you copy the contents of a single folder directly into the integration agent folder (<IAHOME>). The folder structure is identical
to the existing integration agent installation, so copying the folder's contents automatically installs the required files to their
appropriate locations. Copying these files will not overwrite any existing integrations.
This integration includes the following components:
Component
Description
bin/Controlm-APClient.bat
Batch files targeted by the SHOUT destinations from within Control-M. They take the
SHOUT message and call APClient.bin.exe with the correct map-data for either
the controlm20 service or the del service, depending on which SHOUT
destination was used.
bin/Controlm-APClient-Del.bat
conf/deduplicator-filter.xml
The filtering mechanism used to suppress duplicate messages. By default, the filter
checks the job_name, status and run_num values; if they are all the same within a two
minute window, only the first message will be sent through to xMatters.
controlm-config.js
The main configuration file for the integration; includes API connection information
and user information.
bmccontrolm.pwd
Stores the password for the Control-M APIuser used by the integration service. If you
change the name of this file, you must also update the controlm-config.js files to point
to the correct password file.
Once you have installed the files and folders, you will need to modify the controlm-config.js and IAConfig.xml files to
suit your deployment configuration.
Note:
If you have more than one integration agent providing the BMC Control-M service, repeat the following steps for
each one.
3. Open the controlm-config.js file (now located in <IAHOME>\integrationservices\controlm20\ folder, and set
the values for the following variables:
Variable
Description
CONTROL_M_USER
The user name to be used for the BMC Control-M API Server; default
value is "username".
CONTROL_M_HOST_NAME
CONTROLM_PASSWORD_FILE
Location of the password file for the API user; default value is
"conf/bmccontrolm.pwd".
CTMEMAPI_PROPERTIES_FILE
JACORB_PROPERTIES_FILE
SLEEP_PERIOD_BETWEEN_CALLBACK
DEDUPLICATOR_FILTER
Name of the deduplicator filter; i.e., the attribute name for the element
filter in the deduplicator-filter.xml file. The default value is
controlm20.
On Windows, the integration agent runs as a Windows Service; on Unix, it runs as a Unix daemon.
Copy both ctmemapi.properties and jacorb.properties from the Control-M/EMAPIserver installation folder to
the <IAHOME>\integrationservices\controlm20 folder.
Update the CTMEMAPI_PROPERTIES_FILE and JACORB_PROPERTIES_FILE parameters in the controlmconfig.js file to point to the location of the files within the APIserver folder.
Note:
For more information about installing the BMC Control-M API, refer to "Troubleshooting" on page 22.
For more information about the integration agent's IAPassword feature used to encrypt the password, see the
xMatters integration agent guide.
Note that if you want to change this password again, you will have to replace "password"in the above command with the
existing password.
To find your Company's File Identifier, log into the xMatters web user interface as the Super Administrator, and
view the target Company's Details page (Admin tab >Companies >Company name).
2. Copy the contents of the \components\xmatters\vox\ folder from the extracted integration archive to the following
node installs folder:
<xMHOME>\node\phone-engine\Datastore\<FILE_IDENTIFIER>\
For example, if you were installing the integration for the Default Company on an out-of-the-box deployment, the installation
paths for the voice files would be as follows:
<xMHOME>\node\phone-engine\Datastore\1\controlm20\recordings\english\phrases
Note that if this is the first custom Event Domain you have created, the <FILE_IDENTIFIER> directory will not have been
created yet. You can create it manually or log into xMatters and use the web user interface to add a new voice recording. If
the Phone Device Engine is running, xMatters will create the directory structure and place the new voice recording in it.
Address: Server
Destination: Program
Value: Type the location of the integration agent's bin folder where the Controlm-APClient.bat file was
installed; for example:
C:\PROGRA~1\xmatters\integrationagent\bin\Controlm-APClient.bat
Address: Server
Destination: Program
Value: Type the location of the integration agent's bin folder where the Controlm-APClient-Del.bat file was
installed; for example:
C:\PROGRA~1\xmatters\integrationagent\bin\Controlm-APClient-Del.bat
Note that you must use semi-colons (;)to separate the components in the message field, and commas (,)to separate the
xMatters User IDs that identify the recipients. For example:
%%ORDERID;bsmith,cogrady,admin;The job was completed and assigned.
Configure the Event Domain, including Integration Service and Event Domain Constants
Name: controlm20
xMatters displays the pre-configured Event Domain Constants for the integration:
3. In the Event Domain Constants list, specify the correct values for the following constants (click the name of a constant
to edit its value and description):
Default Value
Description
XMATTERSURL
http://localhost:8888
Used to specify the address of the xMatters web server. The links
provided in notification content use the xmattersurl constant value
to locate the xMatters web server which would process the response.
For these links to work, this address must be reachable from the
Device where the User will receive the notification; normally, this is
the IPaddress or fully-qualified host name of the xMatters web
server.
BESPUSHURL
http://localhost:8888/static
Note:
For more information about the Event Domain Constants included in the integration and how to configure them to
suit your deployment, see "Defining Event Domain Constants" on page 19.
Create a Subscription
Type
Important Description
job_name
Text
Yes
controlm_server
Text
Yes
Predicate
Type
Important Description
order_id
Text
Yes
message
Text
task_type
Text
application
Text
job_status
Text
Note:
Ended OK
Ended not OK
Executing
Wait Condition
Wait Resource
Wait User
Not in AJF
Unknown
For more information about predicates and how they work in xMatters, see the xMatters installation and
administration guide.
Rerun
Force OK
Confirm
Kill
8. On the Select Appropriate Predicates page, add all of the predicates to the Applied Predicates list, and then click
Continue.
9. On the Select Roles page, specify the Roles you want to be able to create Subscriptions on the Domain, and then click
Save.
Note:
For more information about working with Event and Subscription Domains, see the xMatters installation and
administration guide.
Creating a Subscription
Once you have created a Subscription Domain, you can create and assign Subscriptions to notify recipients about jobs that
match specific criteria.
To create a Subscription:
1. On the Alerts tab, in the Alerts menu, click Assign Alerts.
2. Select the BMCControl-M Subscription Domain, and click the Add New link.
3. On the Subscription Details page, specify a name for the Subscription, and set the Subscription criteria.
4. In the Recipients area, specify the Users that should receive notifications for this Subscription.
5. When you are satisfied with the criteria, click Save to create the Subscription.
If you want to use an existing Group or a different Group name, modify the value for the failsafegroup Event
Domain Constant, as explained in "Configuring the Event Domain" on page 18.
BMC Control-M
xMatters
14
2. The list of possible replies is located at the bottom of the notification. For email notifications, click one of the
response option to send your response to BMC Control-M.
Note that in the default integration configuration, you can also select response options to retrieve information about
the job from BMC Control-M.
15
Job logs:
Job output:
16
Job Statistics:
17
This step requires the xMatters Developer IDE. For installation instructions, refer to the xMatters Online
Developer's Guide.
The xMatters web server must be running to perform this portion of the integration.
Name: controlm20
Description: BMCControl-M
5. Click Save.
Name: controlm20
4. Click Save.
Note that if the constants are not defined in the web user interface, the scripts will use the values listed in the
Default Value column of the following table.
Constant Name
Default Value
Description
xmattersurl
http://localhost:8888
bespushurl
http://localhost:8888/static
Note:
Event Domain Constant values are case-sensitive; Boolean values must be lowercase true or false. For more
information about the parameters referenced in the Description column, see "Configuration Variable Reference" on
page 24.
The new parameter should now appear in your notification content for email Devices.
Description
Ignore
Kill
Delink all
Confirm
Delink all
Rerun
Delink all
Force OK
Delink all
Mark as delivered
Request Job
Output by Email
Mark as delivered
Request Job
Statistics by Email
Mark as delivered
Note:
All job responses that are sent back from the Control-M command-line interface are sent via FYI messages. By
default, this integration is configured to use only email Devices for FYI notifications.This means that any requested
job logs, outputs, and statistics will be sent to your email devices. This also means that any response of Kill,
Confirm, Rerun, or Force OK will return the result of this response via FYI messages to your email devices.
Notify next: notifies the next recipient in the Group according to the defined escalation in xMatters.
Delink responder: marks the notification as delivered. Stops any further action on the notification by the responder.
Delink all except responder: marks the notification as delivered, and stops any further action on the notification for all
recipients of the notification except for the responder.
Delink all: marks the notification as delivered, stops any further action on the notification for all recipients, and
terminates the event in xMatters
The job control defined for each response choice is the default configuration for this integration; for more information about
xMatters job control, and how to modify these actions in the scripts, see the xMatters Online Developer's Guide.
Add or modify the response choice on the Subscription Domain (as described in "Defining a Subscription Domain" on
page 12).
Update the xMatters script to forward the response choice to the integration agent.
Update the integration agent to send the response choice into BMC Control-M to perform the desired action on the
originating job.
As an example, the following code illustrates adding a response choice of "Be there in 10 minutes" to the integration:
To forward the response choice to the integration agent, launch the xMatters Developer IDE and open the Handler script;
make the following changes:
1. In the buildUserResponseMap script add:
@userResponseMap::put("be there in ten minutes", "be there in ten minutes")
To send the response choice from the integration agent into BMC Control-M, open the controlm.js file, and add a new
ELSE-IFstatement to the handleApsResponses function:
if (responseAction.equalsIgnoreCase("be there in ten minutes" ) )
{// Implement functionality to issue a new sendevent command
log.debug("About to start 'be there in ten minutes functionality');
<your code goes here>
}
The above is intended only as a brief overview of the required components. For more information about responses and
scripting, refer to the xMatters Action Scripts and the xMatters Online Developer's Guide.
2. Change the boolean to false, and then save and close the file.
4.7 Troubleshooting
This section identifies and addresses any known or potential issues with the integration that may be encountered during
installation, configuration, or validation.
and
Invalid component type - hostname was not assigned!!
In addition, you may encounter a stack trace with the following error:
2013-08-27 13:06:16,818 [WrapperSimpleAppMain] ERROR - exception during resolve XMLInvoker (Inval
idName) - Indi_invokerFactory.cates the name does not identify a binding
Use the following recommendations to ensure the correct installation and configuration of the BMCControl-M API:
Consult the BMC Control-M Workload Automation APIGuide (available on the BMC Control-M installation DVD) to
ensure that all installation steps are executed correctly.
Note that the path for the API installer files indicated in the current installation document is incorrect; the correct path
is Setup_files\TOOLS\emapi_files.
The current document also refers to an incorrect target installation folder for the API, emapi-700; the correct name of
the API installation folder is emapi-800.
When installing the BMCControl-M API and the Oracle JDK, avoid using paths or folder names that include spaces;
ie., use C:\emapi-800 and not C:\Program Files\emapi-800.
Ensure that you have installed Oracle JDK1.6 or higher BEFOREattempting to install the API.
Ensure that you have configured the operating system with a global "JAVA_HOME"environment variable that points
to the location of the Oracle JDK. To check whether the configuration is correct, type the following command and
confirm that the correct Java version is returned:
%JAVA_HOME%\bin\java -version
l
When configuring the API, use the server's network name (i.e., not the IPaddress), and ensure that the server name
resolves to the correct IPaddress. Note also that the hostname setting is case-sensitive, and that you may need to add an
entry to the server's hosts file.
4.8 Uninstalling
For instructions on removing an xMatters deployment, refer to the xMatters installation and administration guide.
$main.use_logFile = false
$main.logFile = "../logs/"
$main.numeric_pager_number = 555-1212
Note: If the logo does not display, it is unlikely that the HTML_
form_url is valid and responses will not be injected from HTML
Devices (email and BES).
www.xMatters.com
1 2 647 alcosta blvd., suite # 4 25 san ram on ca 945 83 usa
p : + 44 (0 ) 80 0 6 52 7 7 1 1
Copyright 2013 xMatters. All rights reserved. All other products and brand names are trademarks or registered trademarks of their respective holders.