Configuring schedules and calendars

Typically, you perform most configuration of any schedule component from its default “scheduler” view. For an overview, see Schedule component views.

Configuring weekly schedules

Weekly schedules (BooleanSchedule, EnumSchedule, NumericSchedule, and StringSchedule) are among the most used schedule components.

To configure a weekly schedule

You use the Weekly Scheduler view to configure a weekly schedule. There are many ways you can approach configuration, the following procedure is only one way.

  1. Double-click the weekly schedule component.

    The Weekly Scheduler displays, as shown in Figure 314.

  2. Configure important properties. See To configure a weekly schedule’s properties.

  3. Configure the normal weekly schedule. See To configure the weekly (normal) schedule.

  4. Configure special events, if any. See To add and configure special events.

  5. Review all configuration. See To review a weekly schedule’s configuration.

To configure a weekly schedule’s properties

To configure a weekly schedule’s properties, do the following:

  1. In the Weekly Scheduler view, click the Properties tab, and configure the following:

    Typically, you leave other properties at default values.

  2. Click Save.

To configure the weekly (normal) schedule

To configure the normal weekly schedule, do the following:

  1. In the Weekly Scheduler view, click the Weekly Schedule tab.

  2. In the events table, click and drag to add an event, and enter its output value.

    For details, see Event time “tuning” and Output value.

    NoteIf a Boolean or EnumSchedule, select output value from the drop-down control.If a Numeric or StringSchedule, type the output value and press Enter.

  3. Right-click the event and use whatever menus are needed.

    For details, see Right-click menus.

  4. Continue to add, delete, or adjust events as needed.

  5. When the weekly schedule is what you want, click Save.

To add and configure special events

Special events are exceptions to the normal weekly schedule, and typically include recurring holidays and “one-time” events. For more details, see Schedule special events.

  1. In the Weekly Scheduler view, click the Special Events tab.

  2. Click the Add button for a dialog to add a special event.

    In the Add dialog, specify:

    • Name — Type a unique, identifiable name.

    • Type — Select the calendar type, and enter specific day criteria (according to type).

    For details, see Adding special events and Calendar day selections.

  3. After naming, selecting the event type, and entering the selection criteria, click OK.

    The special event is listed in the special events table, with your assigned name.

  4. Click the special event to select it.

  5. In the right-side events column, you can either:

    • Click and drag to enter events that override (yet “intermingle” with) normal weekly events.

    • Right-click and select an all-day event or default output value. This negates the normal weekly schedule.

    For more details see Event times and output values.

  6. Continue to add, edit, rename, or delete special events as needed. See Right-click menus and other controls, and Special event priorities.

  7. When special events are like you want, click Save.

To review a weekly schedule’s configuration

Use the read-only Summary tab to review a weekly schedule’s configuration.

  1. In the Weekly Scheduler view, click the Summary tab.

    The calendar shows the current day with its schedule events, including output and output source.

  2. Click any day on any calendar month to see its schedule events.

  3. If adjustments are necessary, click the Weekly Schedule, Special Events, or Properties tab as needed, and make changes. Click Save when done.

Configuring calendar schedules

Calendar schedules let you globally specify holidays and other special days in the system. For details, see About calendar schedules (holidays).

To configure a calendar schedule

You use the Calendar Scheduler view to configure a CalendarSchedule.

  1. Double-click the CalendarSchedule component.

    The Calendar Scheduler displays, as shown in Figure 335.

  2. Click the Add button for a dialog to add a calendar event.

    In the Add dialog, specify:

    • Name — Type a unique, identifiable name.

    • Type — Select the calendar type, and enter specific day criteria (according to type).

    For details, see Calendar day selections.

  3. After naming, selecting the event type, and entering the selection criteria, click OK.

    The calendar event is listed in the events table, with your assigned name.

  4. Continue to add, edit, rename, or delete calendar events as needed. See Right-click menus and other controls.

  5. When calendar events are like you want, click Save.

Configuring trigger schedules

Trigger schedules provide scheduling control for actions of linked components or their child extensions. For details, see About trigger schedules.

To configure a trigger schedule

You use the Trigger Scheduler view to configure a TriggerSchedule.

  1. Double-click the TriggerSchedule component.

    The Trigger Scheduler displays, as shown in Figure 344.

    This view has a calendar side (left) and time picker (right side).

  2. Click the Add button for a dialog to add a trigger event.

    In the Add dialog, specify:

    • Name — Type a unique, identifiable name.

    • Type — Select the calendar type, and enter specific day criteria (according to type).

    For details, see Adding trigger events and Calendar day selections.

  3. After naming, selecting the event type, and entering the selection criteria, click OK.

    The event is listed in the (calendar-side) events table, with your assigned name.

  4. Click an event to select it.

  5. In the right-side time picker area, add one or more triggers, as needed.

    Note the following:

    • By default, a “midnight” trigger may exist (00h:00m); you can delete it if needed.

    • Using the Range option, you can add multiple triggers at some repeating interval.

    • Triggers apply to all trigger events (calendar-side entries).

    For more details see Adding trigger event times.

  6. Continue to add, edit, rename, or delete trigger events as needed. See Right-click menus and other controls.

  7. When trigger events and triggers are like you want, click Save.