Manage PDC Events

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 18, 2023 by Pamela Totas (Deactivated)
5 min read

In the Automation Center of Eagle Suite, in the Events, Jobs, Schedule and Monitor workspace, you can create PDC events.

You can create three types of PDC events:

  • Delta Mode –  In this event type, the system runs all the enabled policies and processes entities that is modified since the last time. 

  • Policies – In this event type, the system allows you to run only specific policies. You can select the policies for the event and also you can configure delta processing. 

  • Entities – The system allows you to select entities to process regardless of what policy they belong to. You can use this event type to set up process initiators, so that if a new fund is updated via uploader, you can trigger this event to run that one updated entity. The process determines which policy to run for that entity.

Each event identifies the following:

  • The type of event for processing.

  • The configured event processing options.

Create PDC Events

The Create New wizard allows you to create PDC events.

To define event type:

  1. From any Eagle window, click the Eagle Navigator button.

  2. Enter Automation center in the Start Search text box and click the Automation Center link. Or, click All Programs and select Automation Center. 
    You see the Monitor workspace as the default.

  3. In the Automation Center, from the left navigation, select Automation Desk > Events. 

  4. Otherwise, you can click Jobs, Schedule, or Monitor in the left navigation. 
    You can access the Create New Event functionality from multiple workspaces.

  5. On the Home tab, in the Manage group, select Create New and then click Event.
    You see the Create Event wizard with the Define page enabled.

  6. Type a name for the event in the Event box.

  7. Click the Type list to select a type for the event.
    You see the available list of event types.

  8. Select Portfolio Data Center as the type.

  9. Type a description about the event in the Description box, if needed.

  10. Click Next.
    You see the Details page.

Configure Event Options

In the Details page, you can select the type of PDC event and configure the processing details.

To configure event options:

  1. Click the Type list to select the type of PDC event. Options include:
    - Delta Mode
    - Entities
    - Policies
    By default, the system populates the Policies event type.

  2. Based on the event type you select, the event options to configure differs.

Event Option for Delta Mode

You can select the Delta Mode event type to run all the enabled policies and processes entities that is modified since the last time.

To configure delta mode event options:

  1. Click the Type list and select Delta Mode as the PDC event type.

  2. In the Run Mode, the Only process accounts changed since last run checkbox is selected by default.
    The system process only those entities with new activity since the last run.

  3. In the Days to Look Back box, specify the number of days the Process engine can go back in time to search for the entities with new activity.

  4. Click the Date Rule list to select the date rule for the event.
    You see the available list of date rules.

  5. Click Save & Finish to save the event and close the wizard.
    The system creates the new event and lists it in the Events workspace.

Event Options for Entities 

You can select the Entities event type to select specific entities to process regardless of what policy they belong to. 

To configure entities event options:

  1. Click the Type list and select Entities as the PDC event type.

  2. Click the Select Entity list to select the entities for the event processing.
    By default, you see the list of all PDC entities.

  3. Click the Date Rule list to select the date rule for the event.
    You see the available list of date rules.

  4. Click Save & Finish to save the event and close the wizard.
    The system creates the new event and lists it in the Events workspace.

Event Options for Policies

You can select the Policies event type to select specific policies for the event processing.

To configure policies event options:

  1. Click the Type list and select Policies as the PDC event type.

  2. In the Portfolio Data Center Main Rules section, select one or more main rule (policies) for the event.

  3. Click the required policies in the Available Rules list to add it to the Selected Rules list.
    The system displays all the enabled PDC policies in the Available Rules list. 

  4. Click Select All to add all the available policies for processing.

  5. Click Remove All to remove all the policies from the Selected Rule list.

  6. In the Run Mode, select the Only process accounts changed since last run checkbox to process only those entities with new activity since the last run.

  7. In the Days to Look Back box, specify the number of days the Process engine can go back in time to search for the entities with new activity.
    The system enables this option only when you select the Run mode option.

  8. Click the Date Rule list to select the date rule for the event.
    You see the available list of date rules.

  9. Click Save & Finish to save the event and close the wizard.
    The system creates the new event and lists it in the Events workspace.

  10. Click Save & Schedule to save and schedule the event.
    See the Manage Schedules section in Automation Center wiki for more details.

Submit PDC Event Ad Hoc

In the Automation Center of Eagle Suite, you can submit a PDC event to run at any time, with or without overrides. 

To submit a PDC event ad hoc without overrides:

  1. From any Eagle window, click the Eagle Navigator button.

  2. Enter Automation center in the Start Search text box and click the Automation Center link. Or, click All Programs and select Automation Center. 
    You see the Monitor workspace as the default.

  3. In the Automation Center, from the left navigation, select Automation Desk > Events.
    You see the Events workspace.

  4. Click the chevron icon next to the Search icon.
    You see the Search detail pane with the default fields to define your search.

  5. Click the Event Type list and select Portfolio Data Center as event type.

  6. Click Search.
    You see all the available PDC events in the Events workspace.

  7. Select the event you want to run from the workspace.

  8. On the Home tab, in the Actions group, select Submit and then click Submit.
    The system displays a message on successful submission of event.

  9. You can monitor the event status in the Monitor workspace.

To submit a PDC event ad hoc with overrides:

  1. In the Automation Center, from the left navigation, select Automation Desk > Events.
    You see the Events workspace.

  2. Click the chevron icon next to the Search icon.
    You see the Search detail pane with the default fields to define your search.

  3. Click the Event Type list and select Portfolio Data Center as event type.

  4. Click Search.
    You see all the available PDC events in the Events workspace.

  5. Select the event you want to run from the workspace.

  6. On the Home tab, in the Actions group, select Submit and then click Submit with Overrides.
    You see the Submit with Overrides dialog box.

  7. In the Schedule Name box, specify a name for the schedule.
    By default, the system displays the Event name as the Schedule name. 

  8. Click the Log Level list to select the log level for the event.
    By default, you see the Default log level.

  9. Click the Priority list to select the priority for the submission. Options include:
    - Normal
    - High

  10. Select the Expire event if did not start by checkbox to specify a date and time for event expiration.

  11. Click Submit.
    You see a message stating successful submission of event. The system does not take the Dependencies, time limits, and notifications into account during processing.
    This is simply a one-time submission of the event.

  12. You can monitor the event status in the Monitor workspace.