Repository: nifi
Updated Branches:
  refs/heads/master 762293c01 -> 28eadaa68


NIFI-3911 Improve Controller Services and Reporting Task Documentation

This closes #1826.

Signed-off-by: Andy LoPresto <[email protected]>


Project: http://git-wip-us.apache.org/repos/asf/nifi/repo
Commit: http://git-wip-us.apache.org/repos/asf/nifi/commit/28eadaa6
Tree: http://git-wip-us.apache.org/repos/asf/nifi/tree/28eadaa6
Diff: http://git-wip-us.apache.org/repos/asf/nifi/diff/28eadaa6

Branch: refs/heads/master
Commit: 28eadaa683b41833987b6d20bd79d03f43d61259
Parents: 762293c
Author: Andrew Lim <[email protected]>
Authored: Thu May 18 19:58:29 2017 -0400
Committer: Andy LoPresto <[email protected]>
Committed: Thu May 18 19:20:39 2017 -0700

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@@ -714,69 +714,48 @@ For information on how to define custom properties, see 
the link:administration-
 [[Controller_Services]]
 === Controller Services
 
-Controller Services are available for reporting tasks, processors, and other 
services to utilize for
-configuration or task execution. You can use the NiFi UI to add Controller 
Services for either reporting
-tasks or dataflows.
-
-Your ability to view and add Controller Services is dependent on the roles and 
privileges assigned to you. If you
-do not have access to one or more Controller Services, you are not able to see 
or access it in the UI. Roles and
-privileges can be assigned on a global or Controller Service-specific basis.
-
-Controller Services are not reporting task or dataflow specific. You have 
access to the full set of available Controller
-Services whether you are adding it for a reporting task or a dataflow.
+Controller Services are shared services that can be used by reporting tasks, 
processors, and other services to utilize for configuration or task execution.
 
+IMPORTANT: Controller Services defined on the controller level are limited to 
reporting tasks and other services defined there. Controller Services for use 
by processors in your dataflow must be defined in the configuration of the root 
process group or sub-process group(s) where they will be used.
 
+NOTE: If your NiFi instance is secured, your ability to view and add 
Controller Services is dependent on the privileges assigned to you. If you do 
not have access to one or more Controller Services, you are not able to see or 
access it in the UI. Access privileges can be assigned on a global or 
Controller Service-specific basis (see <<UI-with-multi-tenant-authorization>> 
for more information).
 
 [[Controller_Services_for_Reporting_Tasks]]
-==== Adding Controller Settings for Reporting Tasks
+==== Adding Controller Services for Reporting Tasks
 
 To add a Controller Service for a reporting task, select Controller Settings 
from the Global Menu.
-This displays the NiFi Settings window.
-
 
-The NiFi Settings window has three tabs across the top: General, Controller 
Services, and Reporting Tasks. The General tab is
-for settings that pertain to general information about the NiFi instance. For 
example, here, the DFM can provide a unique name for
-the overall dataflow, as well as comments that describe the flow. Be aware 
that this information is visible to any other NiFi instance
-that connects remotely to this instance (using Remote Process Groups, a.k.a., 
Site-to-Site).
+image:controller-settings-selection.png["Global Menu - Controller Settings"]
 
-The General tab also provides settings for the overall maximum thread counts 
of the instance.
+This displays the NiFi Settings window. The window has three tabs: General, 
Controller Services, and Reporting Tasks. The General tab provides settings for 
the overall maximum thread counts of the instance.
 
 image:settings-general-tab.png["Controller Settings General Tab"]
 
-To the right of the General tab is the Controller Services tab. From this tab, 
the DFM may click the "+" button in the upper-right
-corner to create a new Controller Service.
+To the right of the General tab is the Controller Services tab. From this tab, 
the DFM may click the "+" button in the upper-right corner to create a new 
Controller Service.
 
 image:controller-services-tab.png["Controller Services Tab"]
 
-The Add Controller Service window opens. This window is similar to the Add 
Processor window. It provides a list of the
-available Controller Services on the right and a tag cloud, showing the most 
common category tags used for Controller
-Services, on the left. The DFM may click any tag in the tag cloud in order to 
narrow down the list of Controller Services
-to those that fit the categories desired. The DFM may also use the Filter 
field at the top of the window to search
-for the desired Controller Service. Upon selecting a Controller Service from 
the list, the DFM can see a description of
-the the service below. Select the desired controller service and click Add, or 
simply double-click the name of the service
-to add it.
+The Add Controller Service window opens. This window is similar to the Add 
Processor window. It provides a list of the available Controller Services on 
the right and a tag cloud, showing the most common category tags used for 
Controller Services, on the left. The DFM may click any tag in the tag cloud in 
order to narrow down the list of Controller Services to those that fit the 
categories desired. The DFM may also use the Filter field at the top-right of 
the window to search for the desired Controller Service or use the Source 
drop-down at the top-left to filter the list by the group who created them. 
Upon selecting a Controller Service from the list, the DFM can see a 
description of the service below. Select the desired controller service and 
click Add, or simply double-click the name of the service to add it.
 
 image:add-controller-service-window.png["Add Controller Service Window"]
 
-
 Once you have added a Controller Service, you can configure it by clicking the 
Edit button in the
 far-right column. Other buttons in this column include Remove and Access 
Policies.
 
-image:controller-services-edit-buttons.png["Controller Services Buttons"]
+image:controller-services-reporting-tasks-edit-buttons.png["Controller 
Services Buttons"]
 
-You can obtain information about Controller Services by clicking the Details, 
Usage, and Alerts buttons in the left-hand column.
+You can obtain information about Controller Services by clicking the View 
Details, Usage, and Alerts buttons in the left-hand column.
 
-image:controller-services-information-buttons.png["Controller Services 
Information Buttons"]
+image:controller-services-reporting-tasks-info-buttons.png["Controller 
Services Information Buttons"]
 
 When the DFM clicks the Edit button, a Configure Controller Service window 
opens. It has three tabs: Settings, Properties,
 and Comments. This window is similar to the Configure Processor window. The 
Settings tab provides a place for the DFM
-to give the Controller Service a unique name (if desired). It also lists the 
UUID for the service and provides a list
-of other components (processors or other controller services) that reference 
the service.
+to give the Controller Service a unique name (if desired). It also lists the 
UUID, Type, Bundle and Support information for the service and provides a list 
of other components (reporting tasks or other controller services) that 
reference the service.
 
 image:configure-controller-service-settings.png["Configure Controller Service 
Settings"]
 
 The Properties tab lists the various properties that apply to the particular 
controller service. As with configuring
-processors, the DFM may hover the over the question mark icons to see more 
information about each property.
+processors, the DFM may hover over the question mark icons to see more 
information about each property.
 
 image:configure-controller-service-properties.png["Configure Controller 
Service Properties"]
 
@@ -784,52 +763,74 @@ The Comments tab is just an open-text field, where the 
DFM may include comments
 a Controller Service, click the Apply button to apply the configuration and 
close the window, or click the Cancel
 button to cancel the changes and close the window.
 
-Note that after a Controller Service has been configured, it must be enabled 
in order to run. Do this using the
-Enable button in the far-right column of the Controller Services tab of the 
Controller Settings window. Then,
-in order to modify an existing/running controller service, the DFM needs to 
stop/disable it (as well as all referencing processors, reporting tasks, and 
controller services). Rather than having to hunt down each component that is 
referenced by that controller service, the DFM has the ability to stop/disable 
them when disabling the controller service in question. Likewise, when enabling 
a controller service, the DFM has the option to start/enable all referencing 
processors, reporting tasks, and controller services.
 
 [[Controller_Services_for_Dataflows]]
 ==== Adding Controller Services for Dataflows
+
 To add a Controller Service for a dataflow, you can either right click a 
Process Group and select Configure, or click
-Configure from the Operate Palette. When you click Configure from the Operate 
Palette with nothing selected on your
-canvas, you add a Controller Service for your root Process Group. That 
Controller Service is then available to all
-nested Process Groups in your dataflow.  When you select a Process Group on 
the canvas and then click Configure from
-either the Operate Palette or the Process Group context menu, you add a 
Controller Service only for use with the selected
-Process Group.
+Configure from the Operate Palette.
+
+image:process-group-configuration-options.png["Process Group Configuration 
Options"]
+
+When you click Configure from the Operate Palette with nothing selected on 
your canvas, you add a Controller Service for your Root Process Group. That 
Controller Service is then available to all nested Process Groups in your 
dataflow.  When you select a Process Group on the canvas and then click 
Configure from either the Operate Palette or the Process Group context menu, 
the service will be available to all Processors and Controller Services defined 
in that Process Group and below.
+
+image:process-group-controller-services-scope.png["Process Group Controller 
Services Scope"]
+
+Use the following steps to add a Controller Service:
+
+1. Click Configure, either from the Operate Palette, or from the Process Group 
context menu.  This displays the process group Configuration window.  The 
window has two tabs: General and Controller Services.
 
-In either case, use the following steps to add a Controller Service:
+image:process-group-configuration-window.png["Process Group Configuration 
Window"]
 
-. Click Configure, either from the Operate Palette, or from the Process Group 
context menu.
-. From the Process Group Configuration page, select the Controller Services 
tab.
-. Click the Add button to display the Add Controller Service dialog.
-. Select the Controller Service you want to add, and click Add.
-. Perform any necessary Controller Service configuration tasks by clicking the 
View Details icon (
-image:iconDetails.png["View Details"]
-) in the left-hand column.
+The General tab is for settings that pertain to general information about the 
process group. For example, if configuring the root process group, the DFM can 
provide a unique name for the overall dataflow, as well as comments that 
describe the flow (Note: this information is visible to any other NiFi instance 
that connects remotely to this instance (using Remote Process Groups, a.k.a., 
Site-to-Site)).
+[start=2]
+2. From the Process Group Configuration page, select the Controller Services 
tab.
+3. Click the Add button to display the Add Controller Service dialog.
+4. Select the Controller Service desired, and click Add.
+5. Perform any necessary Controller Service configuration tasks by clicking 
the Edit icon (image:iconEdit.png["Edit"]) in the right-hand column.
 
 
+[[Enabling_Disabling_Controller_Services]]
+==== Enabling/Disabling Controller Services
+
+After a Controller Service has been configured, it must be enabled in order to 
run. Do this using the Enable button (image:iconEnable.png["Enable Button"]) in 
the far-right column of the Controller Services tab. In order to modify an 
existing/running controller service, the DFM needs to stop/disable it (as well 
as all referencing reporting tasks and controller services). Do this using the 
Disable button (image:iconDisable.png["Disable Button"]). Rather than having to 
hunt down each component that is referenced by that controller service, the DFM 
has the ability to stop/disable them when disabling the controller service in 
question. When enabling a controller service, the DFM has the option to either 
start/enable the controller service and all referencing components or 
start/enable only the controller service itself.
+
+image:enable-controller-service-scope.png["Enable Controller Service Scope"]
+
 [[Reporting_Tasks]]
 === Reporting Tasks
 
-The Reporting Tasks tab behaves similarly to the Controller Services tab. The 
DFM has the option to add Reporting Tasks and configure them in the same way as 
Controller Services.
+Reporting Tasks run in the background to provide statistical reports about 
what is happening in the NiFi instance. The DFM adds and configures Reporting 
Tasks similar to the process for Controller Services.  To add a Reporting Task, 
select Controller Settings from the Global Menu.
+
+image:controller-settings-selection.png["Global Menu - Controller Settings"]
+
+This displays the NiFi Settings window. Select the Reporting Tasks tab and 
click the "+" button in the upper-right corner to create a new Reporting Task.
 
 image:reporting-tasks-tab.png["Reporting Tasks Tab"]
 
-Once a Reporting Task has been added, the DFM may configure it by clicking the 
Edit (pencil icon) in the far-right column. Other buttons in this column 
include the Start button, Remove button, and Usage button, which links to the 
documentation for the particular Reporting Task.
+The Add Reporting Task window opens. This window is similar to the Add 
Processor window. It provides a list of the available Reporting Tasks on the 
right and a tag cloud, showing the most common category tags used for Reporting 
Tasks, on the left. The DFM may click any tag in the tag cloud in order to 
narrow down the list of Reporting Tasks to those that fit the categories 
desired. The DFM may also use the Filter field at the top-right of the window 
to search for the desired Reporting Task or use the Source drop-down at the 
top-left to filter the list by the group who created them. Upon selecting a 
Reporting Task from the list, the DFM can see a description of the task below. 
Select the desired reporting task and click Add, or simply double-click the 
name of the service to add it.
+
+image:add-reporting-task-window.png["Add Reporting Task Window"]
+
+Once a Reporting Task has been added, the DFM may configure it by clicking the 
Edit button in the far-right column. Other buttons in this column include 
Remove and Access Policies.
+
+image:controller-services-reporting-tasks-edit-buttons.png["Reporting Tasks 
Buttons"]
+
+You can obtain information about Reporting Tasks by clicking the View Details, 
Usage, and Alerts buttons in the left-hand column.
 
-image:reporting-tasks-edit-buttons2.png["Reporting Tasks Buttons"]
+image:controller-services-reporting-tasks-info-buttons.png["Reporting Tasks 
Information Buttons"]
 
-When the DFM clicks the Edit button, a Configure Reporting Task window opens. 
It has three tabs: Settings, Properties, and Comments. This window is also 
similar to the Configure Processor window. The Settings tab provides a place 
for the DFM to give the Reporting Task a unique name (if desired). It also 
lists a UUID for the Reporting Task and provides settings for the task's 
Scheduling Strategy and Run Schedule (similar to the same settings in a 
processor). The DFM may hover the mouse over the question mark icons to see 
more information about each setting.
+When the DFM clicks the Edit button, a Configure Reporting Task window opens. 
It has three tabs: Settings, Properties, and Comments. This window is similar 
to the Configure Processor window. The Settings tab provides a place for the 
DFM to give the Reporting Task a unique name (if desired). It also lists the 
UUID, Type, and Bundle information for the task and provides settings for the 
task's Scheduling Strategy and Run Schedule (similar to the same settings in a 
processor). The DFM may hover the mouse over the question mark icons to see 
more information about each setting.
 
 image:configure-reporting-task-settings.png["Configure Reporting Task 
Settings"]
 
-The Properties tab for a Reporting Task lists the properties that may be 
configured for the task. The DFM may hover the mouse over the question mark 
icons to see more information about each property.
+The Properties tab lists the various properties that may be configured for the 
task. The DFM may hover the mouse over the question mark icons to see more 
information about each property.
 
 image:configure-reporting-task-properties.png["Configure Reporting Task 
Properties"]
 
-The Comments tab is just an open-text field, where the DFM may include 
comments about the task. After configuring the Reporting Task, click the Apply 
button to apply the configuration and close the window, or click Cancel to 
cancel the changes and close the window.
+The Comments tab is just an open-text field, where the DFM may include 
comments about the task. After configuring the Reporting Task, click the Apply 
button to apply the configuration and close the window, or click the Cancel 
button to cancel the changes and close the window.
 
-When you want to run the Reporting Task, click the Start button in the 
far-right column of the Reporting Tasks tab.
+When you want to run the Reporting Task, click the Start button 
(image:iconStart.png["Start Button"]) in the far-right column of the Reporting 
Tasks tab.
 
 
 [[Connecting_Components]]

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