Automic - Taking over ownership of active tasks from old/inactive users

Products

• CA Automic Workload Automation - Automation Engine
• Automic Automation

Issue/Introduction

• There are users/members who have left the organization.  There are active tasks in Process Monitoring that are currently "owned by" these members.  
• The users are unable to be deleted - an error shows up: User 'USERNAME/DEPARTMENT' cannot be deleted because of active tasks

How can this error be bypassed and how can tasks be taken over in bulk?

Environment

Release : 12.x, 21.x, 24.4.2 and below (manual work)

                 24.4.3 and higher (REST API)

Component : AUTOMATION ENGINE

Resolution

This behavior is by design.  

The user who starts a task is deemed the owner of that execution; that user needs to be active and have the right permissions to ensure the executions are not interrupted.

Especially if the user is owning the execution of the Job schedule – which there by triggers all the defined executions within that object on a fixed turnaround time.

In a case where the user is leaving the organization and must be deleted or have their permissions revoked, all the tasks which are owned by the user must be "taken over" – This can be done in two different ways:

Manually take over tasks owned by the user (all releases including those that are prior to release 24.4.3) from the Process Monitoring perspective

1. Filter for all task executions owned by the user
   1. Go to process monitoring perspective
   2. Click on Filter  à
      
   3. Add Filter Criteria à User Object à Task Type (All) à Status (All) à User Object
   4. Select the user from whom the tasks should be taken over and hit Filter.
2. Select all à Right click à Modify à Take Over Task ( as shown below).
   

Note: This option is not available either in client 0 or for tasks of type JOBD (remote jobs).

 

Take over tasks using the REST API (Available in release 24.4.3 and higher)

The REST endpoint, /{client_id}/executions/{run_id}/{action}, can be used in 24.4.3 or higher.  An example curl command would be:

curl --request POST   --url https://automic-rest-api-dns-name.example.com:8443/ae/api/v1/100/executions/[runid]/take_over   -u 'username/department:pass'

Additional Information

Taking over ownership