Holidays Synchronization Options

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Holidays Synchronization Options

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When you click on the Synchronize button of the Holidays Synchronization dialog, you are presented with the Holidays Synchronization Options dialog where you can specify the various options to use, as the synchronization iterates through all the holidays sets of your database that have been linked to a holidays set of the Q++ Worldwide Public Holidays Database.

 

 

This topic presents a detailed and encyclopedic coverage of the meaning of the options of the Holidays Synchronization Options dialog. However, we strongly recommend that you follow the steps detailed in the Suggested Procedure topic, until you have performed at least one holidays synchronization and feel that you understand these options well.

 

Hide All Partials

Hides all suggestions related to a partial holiday (regional, banks only, government only, ..., that is to say any recurring holiday with a non-blank Observance).

Hide New Partials

Hides all suggestions related to a partial holiday (regional, banks only, government only, ..., that is to say any recurring holiday with a non-blank Observance) that is new (ie. in the source set, but not in the target set) to be skipped.

Hide partial updates

Hides differences where the only difference between your holiday, and the holiday it is linked with, lies with the Observance(s) column which indicates if a holiday is nationwide or partial. If the diaries you generate do not differentiate between nationwide and partial holidays, then you may wish to leave this option checked.

Show only updates

Lists only the differences of holidays which exist in both your database and the Q++ Worldwide Public holidays database, but whose rule has changed. This option is usually used in the 1st stage of Holidays Synchronization.

Show only obsoletes

Lists only the holidays which once existed in both your database and the Q++ Worldwide Public holidays database, but which have now been removed from the Q++ Worldwide Public holidays database, due to being obsolete (this usually occurs for holidays that were one-off in past years, or which have ceased to be observed). This option is usually used in the 2nd stage of Holidays Synchronization.

Show only duplicates

Lists only the holidays of your database which are linked to a holiday of the Q++ Worldwide Public holidays database, which already has a link from your database. This is usually the symptom of holidays having been copied and then modified to a form totally unrelated to the original holiday, and the correction of this problem is discussed in the 3rd stage of Holidays Synchronization.

Show only deletes

 

Hide Previously Kept Holidays

(default value is true and should usually be kept so) Hides all the spurious holidays (holidays that are in your set but not in the Q++ set) that you have asked Q++ to keep and not ask you about anymore in previous holidays synchronizations. By default, when this option is checked, Q++ does what it was told to do (keeps these spurious holidays and does not ask you anymore). This option should only be unchecked if you have erroneously told Q++ to keep a spurious holiday, and want to be able to correct this error.

Hide Previously Ignored Holidays

(default value is true and should usually be kept so) Hides all the holidays differences that you have asked Q++ to ignore and not ask you about anymore in previous holidays synchronizations. By default, when this option is checked, Q++ does what it was told to do (does not ask you anymore). This option should only be unchecked if you have erroneously told Q++ to ignore a holiday difference, and want to be able to correct this error.

Unless Now Non-Partial

This sub-option means that partial holidays that were previously hidden, will be shown if they are now full national holidays (ie. blank observance). This option is based on the fact that the most common reason for ignoring a holiday is because it is a partial holiday (regional, banks-only, ...). This option alerts you to the fact that the reason for ignoring a holiday may no longer be valid if that holiday has now become non-partial (ie. a full national holiday).

Start from currently selected TreeNode

If you have already synchronized some sets, and want to start where you left off, then check this option. Note that, to use this option, you should have preselected the first pair of sets to be compared (the Q++ set on the left and your set on the right) before clicking on the SYNC ALL button.

 

After you click OK, Q++ starts to compare your set(s) with the one(s) from which it was copied. When it finds that some holidays of these paired sets are different, it displays the Comparison panel to the right of the Synchronizer.

 

 

The Holidays Sets Comparison dialog is made up of 4 sections:

 

Filtering Options

These options are the same as those of the Full Sync Filter Options dialog, described above. The one point to bear in mind is that, if in the Full Sync Filter Options dialog you selected, for example, the option to Hide Partial Holidays, then if the only differences between 2 sets concerns partial holidays, then no comparison dialog will appear for that pair of sets, as, based on these initial filter options, Q++ will consider that the 2 sets are the same. This is why it is best to leave the initial filter options to their default settings (as shown in the corresponding screenshot, above) and test-out the results of filtering in the Holidays Sets Comparison dialog above, for each specific pair of Holidays Sets.

Comparison Details

The 4 columns in this section show differences (Name, Observance, Name variation, and recurrence rule), if any, between the holiday in your holidays set, and the holiday in the Q++ set.

In each of these 4 columns, if there is a difference, the Q++ value will appear on top, and your value below.

Compared holidays' names are shown, so that you may recognize your holiday by name, but the name of your holidays are never changed by the Holidays Synchronization.

Important difference appear in red. These are almost always holidays that appear in both your set and the Q++ set but whose rule (for calculation or naming) differs. The reasoning for displaying these in red is that if, at one point in the past, you decided to use one of the Q++ holidays, then if that holiday has changed, then you should also change your copy of the Q++ holiday that is in your set.

Missing holidays (holidays in the Q++ set, but not in yours) and spurious holidays (holidays in your set, but not in the Q++ set) are also listed.

Suggested/Selected Actions

This column is used to specify what action Q++ should take for each of the 3 main types of differences (different holiday, missing holiday, or spurious holiday) it has found. The main aspects of the Actions column, in particular as compared to previous versions of Q++Studio are (This is the part of the Holidays Synchronization that has changed the most thoroughly since previous versions of Q++Studio, please read very carefully):

 

By default, when the comparison dialog appears, all actions are checked. This means that if you click on the UPDATE button, Q++ will immediately apply all the actions it is suggesting in that column.

In the XE2 version of Q++Studio, you can now click on any of the suggested actions, and a list of other possible actions will appear (including some radically new ones which we will discuss below).

 

The list of possible suggested actions is:

 

Action Type

Action Cause / Variation

Details

ADD

Add Missing Holiday

This will add a holiday that is in the Q++ set but not in yours. The name of this added holiday can later be changed to suit your needs.

UPDATE

Update Modified Holiday

This will update a holiday which is in both your set and the Q++ set, but whose recurrence and/or naming rules are different. This will update the recurrence and/or naming rule used in your set to match that of the Q++ set. If part of the differences was a difference in naming rules (ie. the Name Variations column of the selected holiday is in red), then you will be able to change the variable part of the holiday's name later.

DELETE

Delete Spurious Holiday

Deletes a holiday that was never linked to one of the Q++ holidays.

Delete Obsolete Holiday

Deletes a holiday that is linked to one of the Q++ holidays that has since been deleted (due to a recurrence rule change, or just a one-off holiday that occurred in past years).

Delete Duplicate Holiday

Deletes a holiday which appears more than once in your set as linked to the same valid Q++ holiday.

KEEP

Keep Spurious Holiday

Tells Q++ to accept/keep a holiday that was never linked to one of the Q++ holidays, and never ask you again about it (unless you uncheck the Hide Previously Kept Holidays filtering option described above). A typical example of the use of this option is to include Easter Sunday as a holiday for countries where it is not an official holiday and therefore is not included in the Q++ set of holidays for that country.

Keep Obsolete Holiday

Tells Q++ to accept/keep a holiday that is linked to one of the Q++ holidays that has since been deleted, and never ask you again about it (unless you uncheck the Hide Previously Kept Holidays filtering option described above).

Keep Duplicate Holiday

Tells Q++ to accept/keep a holiday which appears more than once in your set as linked to the same valid Q++ holiday, and never ask you again about it (unless you uncheck the Hide Previously Kept Holidays filtering option described above).

Keep Holiday Unchanged

Tells Q++ to accept/keep unchanged a holiday which is in both your set and the Q++ set, but whose recurrence and/or naming rules are different, and never ask you again about it (unless you uncheck the Hide Previously Kept Holidays filtering option described above). This is a dangerous action to use, since all future changes to the holiday rule will be ignored. Instead, you should use the Hide Partial-Only Differences filter option described above.

Keep and Unlink Holiday

Same as the previous option, but in addition, the link between the 2 holidays is broken. This option is useful if you copied a holiday and then modified it substantially to something totally different and which has no reason to be compared to the original Q++ holiday anymore.

LINK TO

Another Holiday

Lets you link the selected holiday to a holiday of the ancestor set. This is useful in cases when you created a holiday manually and now want to link it to one of the holidays of the Q++ Worldwide Public Holidays Database. This avoids having to delete your holiday, copy it from the Samples database and then modify it back to the way you had it before.

UNLINK FROM

All Other Holidays

Lets you un-link the selected holiday from any other holiday. This action is usually selected to remove duplicate links in the 3rd stage of Holidays Synchronization.

IGNORE

Missing Holiday

Tells Q++ to ignore a holiday that is in the Q++ set, but not in yours, and never ask you again about it (unless you uncheck the Hide Previously Ignored Holidays filtering option described above, or opt to view ignored holidays in the Holdays Manager). A typical example of the use of this option is to exclude all partial holidays (regional, banks-only, government-only, ...) from your set of holidays.

UNDO

Keep Holiday

Remove the KEEP tag from the selected holiday. Note that after selecting this option, the current comparison list is automatically updated.

Ignore Holiday

Remove the IGNORE tag from the selected holiday. Note that after selecting this option, the current comparison list is automatically updated.

EDIT

Holiday

Opens the currently selected holiday in the Holidays Manager, to let you make changes, to the selected holiday (or any other). When you then close the Holidays Manager, the current comparison list is automatically updated.

DO NOTHING

 

Tells Q++ to leave the holiday in your set unchanged, and ask you about that difference again next time you perform Holidays Synchronization.

Note that not all possible actions are suggested every time. The selection choice depends on the circumstances that led to the difference between compared holidays).

 

Buttons

At the bottom of the Holidays Sets Comparison dialog appear buttons to leave the comparison dialog:

UPDATE will apply all the selected actions to your current holidays set.

SKIP will leave your current holidays set totally unchanged, and move to the next pair of sets that are different.

STOP will leave your current holidays set totally unchanged, and stop (abort) the current holidays synchronization. Note that this option does not cancel previous changes made during holidays synchronization; it just stops the process, where you are.


Topic 181135 updated on 01-Nov-2016.
Topic URL: http://www.qppstudio.net/webhelp/index.html?suggested-procedure.htm