Calendars

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# Calendars

Calendars are used to define retention periods for storage and archiving. Retention periods are specified as a number of days, counting either all days or only working days. In a calendar, you specify which days are to be considered working days and which are not. Non-working days can be:

- annual holidays = non-working days which occur once a year (for example, public or private holidays);

- weekly holidays = non-working days which occur every week (for example, Sundays).

A calendar is identified by its name and the year to which it refers.

A calendar always applies to one year. To ensure the correct calculation of retention periods across the turn of the year, you have to define a corresponding new calendar of the same name for the next year. If a retention period exceeds the end of the year, and a corresponding calendar for the following year has not been defined, Entire Output Management will calculate the retention period for the following year based on all days, without distinguishing between working and non-working days.

This section describes the functions available for calendars:

- Listing All Calendars

- Listing Selected Calendars

- Creating a New Calendar

- Modifying a Calendar

- Displaying a Calendar

- Deleting a Calendar

## Listing All Calendars

To list all calendars:

1. Select the System Administration > Calendars node in the object workspace.

2. Invoke the context menu and choose List.

   A calendar list is displayed in the content pane. You can sort the list by calendar name or year.

## Listing Selected Calendars

To list selected calendars:

1. Select the System Administration > Calendars node in the object workspace.

2. Invoke the context menu and choose Filter.

   The Filter Calendars window is displayed.

3. Enter your selection criteria, and choose OK.

   Only calendars which satisfy the selection criteria are listed under the Calendars node.

## Creating a New Calendar

To create a new calendar:

1. Select the Calendar folder in the object workspace and invoke the context menu.

2. Choose New.

   The New Calendar window is displayed in the content pane.

3. Enter the Name of the new calendar and the Year to which it is to apply.

   If you wish to use an already existing calendar as a template for the new calendar, you can select one from the same year from the Template for Year drop-down list.

4. Choose OK to save your data.

## Modifying a Calendar

To modify a calendar:

1. Select an instance of the System Administration > Calendar in the object workspace.

2. Invoke the context menu and choose Open.

   The calendar is displayed. Non-working days (annual holidays and weekly holidays) are highlighted in the calendar, working days are shown without highlighting.

3. To change a working day to an annual holiday or vice versa, you double-click on the respective date.

   To define a week day as a weekly holiday, select the respective check box. To define it as a working day again, deselect the check box.

   You can also use the context menu to set and reset holidays with the following functions:

   - Toggle Holiday changes a working day to an annual holiday, or vice versa.

   - Set Holidays changes the selected day(s) to holiday(s).

   - Reset Holidays changes the selected day(s) to working day(s).

   - Remove All Holidays changes all holidays to working days.

4. Choose OK to save your changes.

## Displaying a Calendar

To display a calendar:

1. Select an instance of the System Administration > Calendar node in the object workspace.

2. Invoke the context menu and choose Display.

   The calendar is displayed.

3. Select Cancel to close the window.

## Deleting a Calendar

To delete a calendar:

1. Select an instance of the System Administration > Calendar node in the object workspace.

2. Invoke the context menu and choose Delete.

3. Confirm your choice.

   The calendar will be deleted.

### On this page

- Listing All Calendars
- Listing Selected Calendars
- Creating a New Calendar
- Modifying a Calendar
- Displaying a Calendar
- Deleting a Calendar