When accessed through the object right-click menu Aggregation Execution screen appears as shown in Figure.

Aggregation Execution Screen

Aggregation Execution screen (Fig.) consists of the following components:

File Menu
File pull-down menu of the Aggregation Execution screen (Fig.) provides the following functionality:

1. Open Aggregation – Selecting this option opens a lookup with the list of available aggregation tasks.
2. Edit Aggregation – Selecting this option opens the Aggregation Setup screen where you can modify the current task.
3. Save as a Favorite – Selecting this option creates a shortcut to the current Aggregation Execution setup. This shortcut will be displayed in the Favorites pane of the Project Management screen.
4. Exit – Closes the Aggregation Execution screen and returns to the Main Menu.

Execution Menu
Provides following functionality:

1. Start – Initiates the Aggregation execution process.
2. Stop – Active when Aggregation execution is in progress. Aborts the process.
3. Delete Aggregation Instance – Removes currently selected Aggregation Instance

Main Tool Bar
The toolBar of the Aggregation Execution screen (Fig.) consists of the following buttons:

Refer to the Main Tool Bar help for a description of its functionality.

Task Selection Pane
Displays information about currently selected Aggregation.
Pressing the button opens a lookup from which you can select an Aggregation Task.
button opens Aggregation Task Editor where you can modify the selected task’s setup.

Date Input Field
Here you determine the date to mark the Aggregation task. By default Date, the input field displays the current date. You may want however to re-execute the task to an earlier date.
button opens the Lookup containing existing instances of the current Aggregation Task.

Date Selection
You can select any other date by either selecting from the previous runs (from the lookup) or by entering a date manually into the input field (place the cursor at the beginning of the existing entry and start typing. Do not try to highlight the existing entry).
Button reverts the selection to the current date.

Task Status
Filled by the system this input field shows the status of the Aggregation Execution process.

Data Model Pane
On the Data Model pane (Fig.) you can choose Data Models against which to run the Task.

The pane’s grid provides input areas where you specify the data models and their instances.
button opens the lookup listing all data models associated with the current Aggregation task.

Streams Pane
On the Streams pane (Fig.) you can define values for the Stream columns. Streams columns are selected during the Data Model Setup.

button opens the lookup listing values for the streaming column. If no lookup is available, you can enter the values manually separating them by commas.

Archival Frequency
In this input field, you select the archiving schedule for the Aggregation execution results. Pressing the arrow button opens a menu listing schedule assigned to the task during the Aggregation definition.

Aggregation Execution Setup
Setting up the Aggregation Task Execution requires the following steps:

1. Selecting Aggregation Task.
2. Selecting the Date (current date by default, but you may want to re-execute the Aggregation Task for previous dates).
3. Select one or several Data Model Instances (or create it if necessary) to ensure that the source contains data.
4. Define Stream values for the Aggregation Task to run against.

Selecting Aggregation Task
To select an Aggregation Task for execution on the Object Pane of the Project Management screen right-click on an aggregation task object and select Execute option from the menu.

Aggregation Execution screen for the selected task opens (Fig.).

The following information is displayed on the Working Pane of the Aggregation Execution screen:

1. Selected Aggregation Task name and description.
2. The date input field displays the current date by default. Pressing the arrow button will open the list of the dates of this task’s previous executions.
3. Task Status input field displays the state of the current Aggregation Task execution. If the current Aggregation Task has not been executed for the given date, the status is NONE.
4. Data Model grid is blank. Data models assigned to the current Task need to be selected. In order to execute the task, you must also select a Model Date for each model in the grid.
5. The Archiving Frequency input field displays the default archiving schedule assigned to the task. To change it, use the arrow button and select any archiving frequency from the list-menu you created on the Archiving tab of the Aggregation Editor screen.

Setting up Data Models
The Data Models pane’s grid consists of two columns:

1. Model Name – Contains names of the Data Models associated with the selected Task.
2. Model Date – Displays the current date by default. Clicking on this field opens menu listing all previous dates these model sources have been loaded.

To select a Data Model:

1. Use button to open the Lookup listing models associated with the selected Aggregation.
2. Select one or several Data Models from the Lookup. Use Ctrl for multiple select.

Selecting Model Date
By default the Model Date field displays ‘Please select’. To select a Model Date:

1. Press the Arrow button to the right of the input field. This will open a menu listing all the available Model dates.
2. Select a Model Date you want to use from the list.
Note: If the Dates menu is empty, no instances for the Data Model exist. You will need to create an instance in order to run the Aggregation task.

Model Instance Setup
Model Instance is a Data Model version for a certain date (and, if relevant, time of the day). The “date” usually reflects the date of the Main (Segmented or Continuous) source download or generation of the Source due to Portfolio and/or another Aggregation Task execution.

Model Instance needs to be created prior to the Aggregation execution to provide data for the task. Task executions, in turn, create an instance for the system-generated model that results from the calculation.

Model Instances are created on the Model Instance Editor screen:

1. Right-click on the Data Model object in the Object Pane of the Project Management screen and select Edit Instances option from the menu. Instance Management screen will open blank if a data model has no instances (Fig.).

2. Press button. The confirmation window will appear (Fig. ) with the current date in its input field. Here you can enter any day you want.
Note: If you enter the date, for which the Model instance already has been created, the system will give you the error message.

3. Press OK to confirm. The message window will pop up (Fig. ) prompting you to select source dates for the Data Model instance.

4. Press OK. The Instance Editor will redraw and list the sources that comprise the selected Data Model (Fig.).
Note: Instances for Control sources that contain Permanent data are selected automatically.

5. Select Source Instance for the main data source in the selected Model.
6. Press Save.
7. Repeat the above steps for every model listed in the Data Model grid.

Streams Setup
To select values for the Stream columns:

1. On the Streams pane use button to open the lookup for the Stream column;
2. Select as many values as needed and press OK to close the lookup;
Note: If no lookup exists for the Stream column, you have to enter the values manually.

Executing Aggregation Task
To start the process, click on the Start Aggregation Execution button. The Task Status will change to START and will remain on display until the process is completed or aborted.

Status Messages
Prior to the execution, the Task status should read NONE, unless you are re-executing the task for the previous date. In the latter case, the status should reflect the result of the previous execution.

At the end of the successful Aggregation execution, the Task Status input field should display ACTIVE.

Task Status input field will display WARNING if inconsistency was detected in the data during the Aggregation execution. This does not mean however that the process was not completed.

Task Status input field will display the ERROR message if Aggregation Task execution was aborted by the system. This happens if crucial errors in the source data were detected, which made the process impossible.
Clicking on the button opens the Error Messages screen listing the errors. From Error Messages screen you can access log files tracking all activity.

Aborting Aggregation Task Execution
To stop the Aggregation Task execution process press Stop Aggregation Execution button. Task Status will change to KILLED.