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Transform a Pseudo Relation into an Exclusive Relation

October 18, 2011 Recently I had the need to use a pseudo relation as part of a path evaluation (i.e. as part of a business rule path). But, the path evaluator can’t do this, because it’s not a “real” relation in the Clarify/Dovetail schema. Pseudo Relations   I covered pseudo relations in my recent Schema 201 webinar, but lets give a quick review.   A pseudo relation is a sort of schema hack that implements a relation using two fields. One field holds the type_id of the object that we want to relate to, and one field holds the objid of the object. These pseudo relations were a bit of a data modeling hack, before exclusive relations.   Pseudo relations are nice, because we don’t have to create a new physical column for a relation, and we can relate to any other object in…

Schema 201 Webinar Follow-up

August 24, 2011   Big Thanks! to all those that attended today’s Schema 201 webinar. We had a great turnout!     Slides   The slides from today’s presentation are available on Slideshare.   Recording The webinar recording is available for playback.   Links Schema 101:  http://dovetal.es/schema101webinar   SQL View example: http://dovetal.es/sqlView   SQL View that includes case data, plus a column that indicates “how many open subcases does this case have”   More Info on Dovetail SchemaEditor: http://dovetal.es/dtSchema   More Info (and free download) for Dovetail BOLT:  http://dovetal.es/dtBolt   Future Webinars Have an idea for a future webinar? Let’s hear it!   You can leave a comment here, or drop me an email at gary@dovetailsoftware.com

Schema 101 Webinar Follow-up

May 17, 2011 Big Thanks! to all those that attended today’s webinar on Schema 101. Slides The slides from today’s presentation are available on Slideshare.   Recording The webinar recording is available for playback. Links More Info on Dovetail SchemaEditor: http://dovetal.es/dtSchema   More Info (and free download) for Dovetail BOLT:  http://dovetal.es/dtBolt Schema 201   Interested in a more advanced session? I’m considering doing a Schema 201 session, including items such as SQL Views, Database Flags, Change Fields, Pseudo Relations, MTM tables, ADP in more detail, etc.   If this is something you’re interested in – please let me know! I’ll probably only do this if there’s enough interest up front.   You can leave a comment here, or drop me an email at gary@dovetailsoftware.com

Support for Oracle 11

May 4, 2011 We have recently validated our product suite against Oracle 11. Due to our approaches to developing software, coupled with our use of .NET, all of our products worked as is. We didn’t have to change our apps to add support for Oracle 11. It was really just a testing exercise for us. Oracle 11 is now part of our continuous integration environment, so we know things work now, and will continue to work moving forward. Pretty sweet. This includes support for: Dovetail SDK Dovetail Mobile Dovetail Carrier Dovetail Seeker Dovetail SchemaEditor Dovetail Rulemanager Dovetail Agent Dovetail Admin Platform Guide Our online Platform Guide is the best place for the latest details on supported platforms. http://support.dovetailsoftware.com/selfservice/resources/platform-guide * One exception There is one exception for support of Oracle 11: ArchiveManager (DIET). We have some additional work to do there. If this is…

Case Study: Pulte Group talks about their use of Dovetail Mobile and Dovetail Seeker

Static image April 3, 2011   Eddie Surabian, Manager of Information Services of Pulte Group, talks about their use of the Dovetail Suite for Clarify, specifically Dovetail Mobile and Dovetail Seeker.   [hr] What does your company do? Pulte Group is one of the largest homebuilders in the United States. Which Dovetail applications does Pulte use? We have implemented Dovetail Agent, Dovetail Admin, Dovetail Mobile, Dovetail Seeker, Dovetail Rulemanager, and Dovetail  SchemaEditor, and are now in the process of implementing Dovetail Carrier for processing emails. Tell us about your use of Dovetail Mobile and how it's working. We have a large number of field support engineers and having the ability to manage support casework on blackberries and smartphones has greatly improved our response times to our business customers . What did you use before Dovetail Mobile and why did you switch? Before the mobile agent we used paging to notify…

Automated Deployments for Clarify

March 7, 2011 I had an inquiry this week asking about our experience with automatic deployments for Clarify – specifically around deploying ClearBasic code and schema changes.   So I jotted down a few rambling thoughts that might be useful to others. Most of this stuff is pretty standard for software development shops, but not as common in enterprise internal IT organizations. (But it should be!)   At Dovetail, we have lots of experience in automated deployment. Let me lay out some of our experience and tools and scenarios.   Obviously, one of the big benefits of automation is that repeatable work can be moved from a manual to an automated strategy, and by reducing the manual components, we can eliminate the human error factors, while also improving productivity and increasing employee happiness. Customization Replicator   Years ago, we created a product called Customization Replicator (CR).  …

Using UltraEdit’s function list with Dovetail Schema files

January 31, 2011 A question recently came up on how to use UltraEdit to show the list of all of the objects in a Dovetail SchemaEditor Data Dictionary file. A Data Dictionary file is a complete definition of a schema. As I’ve mentioned in the past, I rarely use complete schema files, preferring instead to work with simpler schemascript files. Although I often use UltraEdit for editing text files, I rarely use UltraEdit for editing XML files. I prefer Visual Studio, with its integrated support for XSD, which gives me intellisense and syntax checking. Regardless, I dove into UltraEdit configuration, and with a bit of help from Sam Tyson, I figured out how to make this work. Function List We’ll use UltraEdit’s function list functionality to make this work. In my version (UltraEdit 16), it’s accessed by the menu: View –> Views/Lists –>…

Closing (and reopening) a solution

August 18, 2010 A not-so-uncommon request I’ve heard over the years is the need to be able to close a solution. You can close a case, close an action item, close an opportunity – but you can’t close a solution in the out-of-the-box product. But this is a pretty easy customization – so lets walk through it. Why close a solution?   Knowledge can become outdated. But we may want to retain that knowledge, especially when we’ve linked these solutions to cases or change requests. By closing it, we can mark it as no longer relevant, and closing will also remove it from a user’s wipbin and all queues. Status and Condition   Most workflow objects have a status and a condition. We can use a similar mechanism here. We’ll use the Open and Closed Conditions (same as for a case). I create a…

Converting from Clarify Desktop to Dovetail Agent

July 12, 2010 This is the first installment of a new series of posts on migrating applications/enhancements from the Clarify desktop application to Dovetail Agent features. There are usually a few components involved – schema changes, customized forms, and custom code – that all need to be converted in some form or fashion. For this series of posts, I will be migrating the Employee Manager Utility (EMU) from a Clarify desktop integration to a new feature for Dovetail Agent and Dovetail Admin. EMU is part of the Administration Series, and was last modified when Dovetail Software was still known as First Choice Software. The first things to do is to examine the Employee Manager Utility product. EMU is an administration tool that allows an administrator to associate employee properties (such as queues, office location, supervisor, and resource configuration) to a workgroup. New employees…

Authoring Schema Script to ‘Upsert’ changes to your database. (a.k.a Add and/or Update)

May 17, 2010 Authoring Schema ScriptThis post will teach you the best way to author your Schema Editor schema script to do upserts, adds and/or updates to your Amdocs database schema. Luckily, you do not often have to worry about doing upserts but there is one situation where not doing them can get you into trouble.Anytime you provide schema script which should work whether the object exists or not and must change properties of the original.Sorry if that just lost you. Let's start out with the basics. What is this Schema Script?We created Schema Editor for Amdocs users who need a better way to update the database schema of their Clarify/Amdocs database. When we created SchemaEditor, Gary Sherman was adamant that we needed a new workflow for updating the schema. The classic workflow involved exporting the database schema, manually editing the result, and reapplying the changes. It is not…