Maintaining a Schedule Master

This document covers the following topics:


Listing Schedules

Start of instruction setTo list all schedule definitions of an owner

  1. In the object workspace, select the Schedule node of an owner.

  2. From the context menu, choose List.

    Or:

    Press F8.

    All schedules defined for the selected owner (here: EXAMPLE) are listed in the Schedule List window as shown in the following example:

    graphics/schedule_owner_list.png

If one or more job schedules are defined for the owner, they are listed in this window.

This section covers the following topics:

Fields: Schedule List Window

The following fields are available in the Schedule List window:

Fields Description
Schedule User-defined schedule name.
Description Short description of the schedule.

Displaying, Adding or Modifying a Schedule

This section covers the following topics:

Available Functions: Schedule Maintenance

Start of instruction setTo list all functions available for a schedule node

Start of instruction setTo list all functions available for a schedule

  • From the Schedule node, select an instance and open the context menu.

    The following functions are available for a selected schedule:

    Function Description
    Open Modify the schedule: see Modifying a Schedule Definition.
    Display Display the schedule definition: see Viewing a Schedule Definition.
    Display as a Calendar Display the calendar view of the schedule definition. See Viewing a Schedule Definition as a Calendar.
    Where used List using networks.
    Delete Delete the schedule.

    Note:
    You cannot delete a schedule, which is defined (used) in at least one network. To find out which networks are using the schedule, choose the Where used function.

    Copy data Copy a schedule definition: see Copying Objects.
    Export Open the Export Objects window to export the schedule: see Exporting Objects in the Import/Export Functions documentation.
    Add to Workplan Store a reference to the schedule in a list of activities to be done: see Add to Workplan.
    Set Drag And Drop Function See Drag & Drop.

Viewing a Schedule Definition

Start of instruction setTo view a schedule definition

  • In the object workspace, select a Schedule instance and choose Display from the context menu, or press CTRL+D.

    A Display Schedule window opens showing the current date settings of the selected schedule.

    The protected fields and tabbed pages in the window correspond to the input fields and tabbed pages of the Maintenance Schedule window. They are explained in Fields: Schedule Definition.

Viewing a Schedule Definition as a Calendar

If a calendar is assigned with a schedule, you can view the schedule definition as a calendar.

Start of instruction setTo display the calendar view of a schedule

  1. In the object workspace, select a Schedule instance and choose Display as a Calendar from the context menu.

    A Display as a Calendar window like the example below opens:

    graphics/schedule_calendar_view.png

    The current six months defined for the schedule are shown by default. You can view additional months or all month of the year by drawing the window borders to resize the window as required.

    The current date is indicated by a red square, defined dates are highlighted in red.

    You can choose Refresh to update the calendar view.

  2. If you select a year in the Year box that is not defined in the referenced calendar, an EOR3014 error can occur with a corresponding message.

Start of instruction setTo display the calendar view of a network schedule

  1. In the object workspace, select a Network Master instance.

  2. Invoke the context menu and choose the Display Schedule function.

    A Display Schedule window like the example below opens:

    graphics/display_schedule.png

  3. Select the year you want to display.

    Dates that are marked in red indicate that a schedule is provided.

    You can view an overview of network starts by proceeding as described in Producing a Network Start Summary.

Adding a Schedule Definition

Start of instruction setTo add a schedule definition

  1. In the object workspace, select a Schedule node.

  2. From the context menu, choose New, or press CTRL+N.

    A Create new Schedule window opens.

    The fields and tabbed pages in the window correspond to the fields and tabbed pages of the Maintenance Schedule window.

  3. Fill in the fields you want to define. The fields and commands available in the window are explained in Fields: Schedule Definition and Available Functions: Create/Maintenance Schedule, respectively.

  4. Choose OK when you are finished.

    The schedule is saved and you can use it for networks and jobs.

Modifying a Schedule Definition

Start of instruction setTo modify a schedule

  1. In the object workspace, select a schedule from the Schedule metanode.

  2. From the context menu, choose Open.

    Or:
    Press CTRL+O.

    A Maintenance Schedule window like the example below opens:

    graphics/schedule_modify.png

  3. Make your definitions. The fields and commands available in the window are explained in Fields: Schedule Definition and Available Functions: Create/Maintenance Schedule, respectively.

  4. Choose OK to save the definitions.

    Or:
    Choose Cancel if you want to keep the previous definitions.

  5. If your modification of a schedule affects any planned starts, a window prompts you to cancel the starts or to keep them active.

    graphics/cancel.png

  6. Select the Cancel all check box if you want to cancel all starts.

    Or:
    Select the Cancel check box next to the listed start(s) you want to cancel.

    Or:
    Choose Cancel to keep all listed starts active, regardless of your schedule modifications.

Fields: Schedule Definition

The fields and tabbed pages provided in the Create new Schedule or Display/Maintenance Schedule window are explained in the following table. Each tab within this window opens a separate schedule definition time frame (monthly, weekly and explicit dates) to make your schedule the most precise.

Field/Tabbed Page Description
Owner Owner of the schedule in the window title
Schedule Name of the schedule
Description Description of the schedule
Calendar owner   Owner of the assigned calendar

Default: the schedule owner

You can select a name from the drop-down list box.

Calendar   Assigned calendar

You can select a name from the drop-down list box.

Monthly / Month list   List of months for the schedule

They always correlate with Day list.

Weekly / Month list   A list of months for the schedule.

They always correlate with Day list.

Day list Define the days to be used for the monthly and/or weekly schedule.

The days specified in this list correlate with the list of months selected on the tabbed pages Weekly and/or Monthly.

See Using Day Lists for the options provided to define days.

Explicit Dates

Define single or multiple dates for executing or not executing a network.

Notes:

  1. Explicit dates of a schedule list have a higher priority than all periodic definitions.
  2. There is another network-specific list of explicit dates, which overrides all definitions made on the schedule level.
See also Defining Dates for Explicit Network Execution.

Available Functions: Schedule Definition

The functions provided in the Create new Schedule or Maintenance Schedule window are explained in the following table.

Function Description
Select All Select all months in the current month list.
Deselect All Deselect all months marked in the current month list.
Add/Modify

(Day list)

Open the Maintenance Monthly or Maintenance Weekly window where you can select a day definition for the Day list.
Add/Modify

(Explicit Dates)

Add a date or modifies a selected date.

See also Defining Dates for Explicit Network Execution.

Delete

(Day list)

Delete all entries in the Day list.
Delete

(Explicit Dates)

Delete the selected date.

See also Defining Dates for Explicit Network Execution.

Clear Weekly Clear the Month list on the tabbed page Weekly.
Clear Monthly Clear the Month list on the tabbed page Monthly.
Clear Clear all existing definitions.
Apply Apply changes and save the schedule.
OK Save the schedule.
Cancel Cancel all pending changes.

Using Day Lists

The Day list is used to define days for a monthly and/or a weekly schedule.

Start of instruction setTo add or modify a day definition

  1. In the Day list section of the Create new Schedule or Maintenance Schedule window, choose Add or Modify.

    A Monthly or Weekly window like the example below opens:

    graphics/schedule_day_list_general.png

  2. Open the drop-down list box to select the required definition:

    graphics/schedule_day_list_definitions.png

    The day definitions available for selection depend on whether you use the Day list on the tabbed page Weekly or Monthly. For details, see Possible Day Definitions.

  3. Select a radio button if you want to define special conditions for a day:

    For a selected day (in the Weekly example: Monday) you can specify whether to use the next or previous workday if this day is a holiday.

    Or:
    For a monthly schedule, you can also select a day (n) to determine which occurrence of the weekday to use; enter a valid number in the Occurrence (n) box:

    • (n) counted forward: counts n times forward in the given time range.

    • (n) counted backward: counts n times backward in the given time range.

    In the example below, 2 determines that the second Monday of the month is used:

    graphics/schedule_day_list_n.png

  4. Select the required definition and choose OK.

    The Day list now contains the code Entire Operations automatically generates for the day definition you made:

    graphics/schedule_day_list_example.png

    In the example above, the K1+2 code indicates that you defined the second Monday for the months of March and October.

Possible Day Definitions

The day definitions available for selection depend on whether you use the Day list on the tabbed page Weekly or Monthly. Remember that the month(s) selected on these pages always correlate with Day list. Each combination of month and day is a schedule date.

The following table lists possible selection options for day definitions and provides examples of codes Entire Operations generates for the defined day into the Day list of a Weekly or Monthly schedule:

Day Example Weekly Example Monthly
Weekday

(Monday through Sunday)

1 is Monday and 2 is Tuesday. K1 is each Monday, K2 each Tuesday of the month.
Workday

(day defined in the calendar):

 
Next workday if the specified day is a holiday 1A is the next workday after Monday. K1A is the next workday after a Monday in a month.
Previous workday if the specified day is a holiday 1B is the workday before Monday. K1B is the workday before a Monday in the month.
Workday (n), counted forward (default setting) in the given time range 1W is the first workday of the week. 01W is the first workday of the month.
Workday (n), counted backward in the given time range 1V is the last workday of the week. 01V is the last workday of the month.
All days of the month n/a AL is all days of the month.
Day (n) n/a 01 is the first day of the month.
Last day of the month n/a LD is the last day of the month.

For further information on the codes generated for a day definition and weekday dependency within a month, refer to the corresponding Schedule Maintenance section for mainframes and UNIX.

Deleting a Schedule

Start of instruction setTo delete a schedule definition

  1. From the Schedule node in the object workspace, select the schedule you want to delete and choose Delete from the context menu.

    A confirmation window opens.

  2. Choose Yes to confirm the deletion (No cancels the action).

    The schedule definition is deleted.

Note:
You cannot delete a schedule, which is defined (used) in at least one network. Choose Where used from the context menu of the selected schedule to find out which networks are using the schedule. See also Available Functions: Schedule Maintenance.