Overview

Overview of Strategy Macros

Strategy Macros allows you to schedule one or more executions of the family-level rules associated with particular families.

Access Strategy Macros

Procedure

In the module navigation menu, select Admin > Operations Manager > Strategy Macros.
The Strategy Macros page appears, displaying a list of available strategy macros.

Note:
  • If you want to modify a strategy macro, select the strategy macro, modify the values as needed, and then select .
  • If you want to delete a strategy macro, select the strategy macro, and then select in the <Strategy Macro Name> workspace.

Create a Strategy Macro

Before You Begin

You must have completed the Rules workflow, creating or modifying the family-level rules associated with the family whose rules will be run by the strategy macro that you are creating.

Procedure

  1. Access Strategy Macros.
  2. In the upper-left corner of the left pane, select .
    The workspace for a new strategy macro appears.
  3. In the Family box, select the family whose rules will be run by the strategy macro.
    Note: When the strategy macro is run, all family-level rules associated with the selected family will be executed.
  4. As needed, enter values in the ID, Description, Purpose, Basis, and Engineering Standard Reference boxes.
  5. If this is a sub-strategy, select the Sub-strategy check box.
  6. If you want the strategy macro to be run for each family that is a subfamily of the family selected in the Family box, select the Spread check box.
  7. In the upper-right corner of the workspace, select .
    The strategy macro is created.

What To Do Next

Schedule a Strategy Macro Run

Before You Begin

Procedure

  1. Access Strategy Macros.
  2. In the left pane, select the tab for the strategy macro whose run you want to schedule.
    The workspace for the selected strategy macro appears. The Schedule section contains several rows, each with a button and a Run As box.
    Tip: Using the rows in the Schedule section, you can create multiple scheduled runs for a single strategy macro. In each Run As box, you can select the Security User whose account will be used to execute the associated scheduled run. This allows you to apply the site filtering associated with a particular Security User to a scheduled strategy macro run.
    Tip: For more information, refer to the Site Filtering section of the documentation.
  3. In the Schedule section, in the row for the scheduled run that you want to create or modify, in the Run As box, select the Security User whose account will be used to execute the scheduled run.
  4. In the same row, select .
    The Edit Schedule window appears.

  5. Select either the One Time or Recurrence check box.
  6. In the Time Zone box, select the time zone in which you want the first scheduled execution to occur.
  7. In the Start box, specify the date and time at which you want the first scheduled execution to occur.
  8. If you selected the Recurrence check box, in the Every section, specify the frequency at which you want the execution to occur.
  9. If you selected the Recurrence check box, in the End section, specify when the recurring execution should end.
  10. Select Save.
    The Edit Schedule window closes, and a description of the scheduled strategy macro run appears in the row.
  11. In the same row, select .
    The strategy macro run is scheduled.