Monitor Group Policy

The Monitor Group Policy determines options for creating and managing Monitor Groups. Values defined here determine how Samples are grouped as they are generated.

Different sets of rules are created and associated with a Monitor Group Type. As Samples are generated, the Monitor Group Type is included with the Monitor Group to identify which set of rules were used when deciding which Samples to include in the group. The types Production, Environment and Adhoc are provided OOB. Adhoc is used for Adhoc executions of a Schedule Group.

Property Name Description
Monitored SDCs Identifies the SDC for which you want to add Monitoring rules. Define multiple rules for a single SDC. For each SDC, determine criteria for creating Monitor Groups and the timeframe during which Samples can be added.
Property NameDescription
SDCThe SDC for which you want to define monitoring rules.
EnabledDetermines whether or not the Scheduler should consider these rules when generating Samples for this SDC. Choose "Yes" to enable these rules.
Match by ColumnsColumns to use when filtering Samples to be included in this Monitor Group. Only SDIs meeting these requirements are included in Monitor Groups.
Property NameDescription
ColumnSelect the column you want to use to filter Samples included in this Monitor Group.
ValueA specific value to use for filtering.
Monitor Group DurationDefines the timeframe for this Monitor Group.
Duration UnitsUnit of the duration (timeframe).
Duration OffsetOffset to Monitor Group frequency.
Duration Offset UnitsOffset unit.

For example, if the Duration unit is a Day, and The Monitor Group Duration is 1, this will create a new Monitor Group every day. By default the day starts at Midnight. But if the Duration Offset was set to 7 and the Units as Hours, then the entire Monitor Group window will slide 7 hours and start every day at 7:00 AM.

Reference Date ColumnDate column for determining into which Monitor Group to put the SDI. If left empty the current date is used.
Monitor Group LabelLabel created to identify the Monitor Group. Uses the columns defined in Label Columns. Env [eventplan] weekly [startdt]
Label ColumnsColumns to use in Label token replacement.
Property NameDescription
IdentifierIdentifier to use in token replacement.
SDCTable of column.
ColumnColumn to group by.
TranslateWhether or not to Translate.
Date FormatDate Format Pattern. Uses Java SimpleDateFormat pattern symbols.
Display ValueDisplay value.
Group by ColumnsOnly SDIs meeting these requirements are included in Monitor Groups. Add the Columns to include, and the column to group by.
Monitor Group TypeSelect the Monitor Group Type for which you are defining these Rules.
Monitor Group Types Define Approval properties for Monitor Groups by Monitor Group Type.
Property NameDescription
Monitor Group TypeMonitor Group Type for which you are defining Approval rules.
Approval TypesApproval Type for this Monitor Group Type. Approval Types are added to the Monitor Group when created. Approval Types can also be added/edited using the Monitor Group Maintenance page.
Pending Release RuleDefines when the Monitor Group should be Released.
Property NameDescription
On Last Sample Completion Monitor Groups will be Released when all Samples are Completed.

Use "On Last Sample Completion" when the duration of the Monitor Group is short (and you can guarantee that all scheduled Monitor Samples are present when the time period starts), then after data entry (when the last Monitor Sample in the group is completed) the Monitor Group status is automatically set to Pending Release.

After End DateMonitor Groups will be Released when the End Date of the timeframe (duration) is reached regardless of Sample Status.

Use "After End Date" when the duration of the Monitor Group is longer, such that monitor samples will continue to be added over time to the monitor group.  Since you cannot guarantee whether or not more samples will be scheduled into the Monitor Group the Monitor Group may not be released until the ending date of the Monitor Group window.  A task ChkMonitorGrpStatus will continually look for Completed Monitor Groups (past their ending date) and change the status to Pending Release.

Auto ReleaseWhether or not to automatically Release the Monitor Group. Choosing "Yes" automatically Releases a Monitor Group when all Samples have passed (no manual Approval is needed).

If any Samples do not strictly pass all data, an Approval will be mandatory.

Allow any change to Child SampleDetermines whether Sample Edit is permitted for different states.
StateOption
Released Monitor Group (With Approval Types). If Approvals have been defined, and the Monitor Group has been Released, can Child Samples be edited. Choose "Yes" or "No"
Released Monitor Group (Without Approvals). If Approvals have not been defined, and the Monitor Group has been Released, can Child Samples be edited. Choose "Yes" or "No".
Rejected Monitor Group.When the Monitor Group is Rejected. Choose "Yes 'or 'No".
Security DepartmentDetermines (as the Monitor Group is created) Security for the Monitor Group. Define how Security should be obtained.
PropertyOption
Copy Security Department and UserWhether or not to copy the Security Department. Choose "Yes" to copy.
Copy from (Scheduler run)From where the Security Department should be copied during a Scheduler run.
PropertyOption
Parent SDISecurity Department is copied from the Schedule Plan or Schedule Group.
First Monitored SDISecurity Department is copied from the First Monitored SDI (the first Sample added to the Monitor Group).
Copy from (AdHoc Execution of Schedule Group)From where the Security Department should be copied during an AdHoc execution of a Scheduler Group.
PropertyOption
Parent SDISecurity Department is copied from the Schedule Plan or Schedule Group.
First Monitored SDISecurity Department is copied from the First Monitored SDI (the first Sample added to the Monitor Group).