Using TA Calendars

In the previous exercise, you created an unscheduled job. In this chapter you will create a scheduled job by creating a calendar, and adding it to the job. Scheduled jobs run on a regular basis according to the dates in their calendar. Some schedules are simple with jobs running every day from Monday through Friday, or on the first day of every month. Others are more involved, with jobs running on irregular accounting periods, holidays or fiscal period offsets.

Tidal Automation uses calendars to define the set of dates on which jobs run. Tidal Automation contains five different methods for creating calendars, depending on the period in which you need your job to repeat. For example, you may need your job to run as needed on a, daily, weekly or monthly basis. Each method addresses a particular period.

The chapter describes how to build four calendars:

  • First wkdy – A list calendar (as needed) representing the first workday of each week.

  • Work day – A daily calendar representing Monday through Friday.

  • Fiscal Week End – A calendar to use when your work week ends on a Thursday.

  • Fiscal Quarter End – A calendar for scheduling on the last business day of a quarter. You will then schedule a job using the work day calendar, and confirm that it is scheduled properly.

To complete the exercises in this tutorial, you need to:

  • Install Tidal Automation in the TA default directory (or the examples in this tutorial will not work properly).

  • Select the Super User option in your User definition.

  • Configure a default agent.

  • Create and have available the work day calendar.