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Re: Result Set Portlets Without Using Public Queries

From: (2015-01-14 13:35)

Thanks Roy, Ron and Miranda. I'll try some of these suggestions and I'll let you know how they work.
Re: Result Set Portlets Without Using Public Queries <https://groups.yahoo.com/neo/groups/MAXIMO/conversations/topics/60679;_ylc=X3oDMTJxdmRiYXFpBF9TAzk3MzU5NzE1BGdycElkAzM4MTgyOARncnBzcElkAzE3MDUwMDczODkEbXNnSWQDNjA2NzkEc2VjA2Rtc2cEc2xrA3Ztc2cEc3RpbWUDMTQyMTIzNjMzOQ-->
Tue Jan 13, 2015 9:16 am (PST) . Posted by:
"Cline, Roy" roy.cline <mailto:roy.cline@covidien.com?subject=Re%3A%20Result%20Set%20Portlets%20Without%20Using%20Public%20Queries>
We recommended the users prefix them but not all follow the guidelines. We have an administrator who create one site level default start page for each site and they create the query and do not set it up as public, but they do associate it with the template. The results are displayed on the start center with all those that have the access to that template but have no access to the query itself and it does not appear on the query list because it is not public.
Roy Cline
Phone: (203) 492-8189
Cell: (203) 640-9743
FAX: (203) 492-8462
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com]
Sent: Monday, January 12, 2015 10:56 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] RE: Result Set Portlets Without Using Public Queries
We have users prefix their public query name with a site code and then use conditional ui to only show queries that apply to their site. Otherwise, with 125 sites, it is a real challenge to manage the list. You could prefix these portlet queries with their own code that would hide them from all users but allow you to add them to the Start Center. It is a work around at best, but I have yet to see an elegant way to deal with it.
Ron
From: MAXIMO@yahoogroups.com<mailto:MAXIMO@yahoogroups.com> [mailto:MAXIMO@yahoogroups.com]
Sent: Monday, January 12, 2015 9:05 AM
To: maximo@yahoogroups.com<mailto:maximo@yahoogroups.com>
Subject: [MAXIMO List] Result Set Portlets Without Using Public Queries
Good Morning,
We are working with our users on adding Start Centers with specific Chart result set portlets. These will be assigned to different security groups, in order to give different work areas an "At a glance" view of their workload.
When creating/editing the portlet, it seems that you can only use Public Queries (at least if you want multiple users to be able to use the portlet.) However, in the past we have had to place a SIGOPTION on public queries (http://www-01.ibm.com/support/docview.wss?uid=swg21516270) in order to prevent them from being created because our users would complain about too many saved public queries on the Current Query menu cluttering it and making it hard for them to find their own saved queries. Though users with the proper rights can still create Public queries, we discourage that to prevent user complaints.
At this point, I'm trying to find a way to either:
A) Hide queries made for these portlets from showing up on the Current Query menu
or
B) Somehow share the queries needed for these portlets without marking them Public.
Has anyone run into a similar situation? Does anyone have any suggestions?
Thanks,
Jorge H. Collado
Information Systems Administrator
Orange County Utilities
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From: cnwinston (2015-01-17 13:50)

These may seem a little extreme, but here we go
Query Czar - person responsible for cleansing and making queries more generic or universally useful; implementation of naming conventions; control of what becomes public. Not easy. Not the most desirable job related to Maximo. A thick skin is helpful, and the earlier you can get someone into the position ( say before you pass 20 public queries) the better; before day 1 is optimal.

If it is just one application, like say, work order tracking, clone the app. Place the clone's queries on the start center. Things to keep in mind are the need to maintain security and application changes for both the standard app, and the clone (duplicate in today's parlance I guess).

Whether you chose the Czar or the Clone or both, use substitution variables. For example, the following query is entitled 'Open Work Where LEAD is me'

((woclass = 'WORKORDER' or woclass = 'ACTIVITY') and historyflag = 0 and istask = 0 and status !='COMP') and lead = (select personid from person where personid = (select personid from maxuser where userid = :USER )) order by targcompdate

So, we are utilizing the fact that the work order is not complete and not in history, but that includes work that is in WAPPR status. Typically however, if your business does not assign until work is approved, then this is a good query to build a result set for a technician. In case the person and user id are not the same, incorporating both person and maxuser objects will resolve this. Not specifying the site, will allow multi-site work orders to appear if this person is assigned, and if you only have the one site, then you are fine. If you wish to limit the list to a single site where the person works and gets assigned at multiple sites, then you need to add more criteria, and fortunately in v7i, you have more room.

Anyway, like I said - potentially extreme ideas. Substitution variables are pretty much a standard for me. The Czar and Clone options are more rarely used, but I have been a Czar many years ago - was not fun; not interested in doing it again.

Good luck.