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Transitioning Beyond 255 Transitions

January 29, 2010 In Clarify, Logistics and Quality both use transitions to determine how a request moves from one condition to another. To change a condition, a transition must be defined between the two conditions for that part request type. To restrict access to critical part operations, you can administer permissions according to privilege classes. In complex installations, the number of transitions across both business areas can easily reach the imposed limit of 256 transitions. This limitation can truly impose headaches when the transitions cannot be accurately configured to match the business process. Dovetail Admin can also be used to configure the transitions, and now it does not enforce the same limitation. It does use the same mechanism for storage, so a little bit of work needs to be done to allow more transitions to be set up, and using Dovetail Agent (or…

How do I know what ID to use for a new table or view?

September 18, 2009 When creating a new table or view in Clarify/Amdocs/Dovetail, a unique ID number must be supplied.How do I know what ID to use?Clarify has defined a range of numbers that are reserved for custom tables and views. They guarantee that they will not use any numbers in this range. So, you need to use a number in this range.There are two ranges reserves for custom IDs: 430-571 and 2000-4999. The rest are reserved for Clarify baseline use.So, you simply need to pick a number in that range that hasn’t yet been used.How do I know what numbers have already been used?The most common method is to export your schema, pick a number, and search your schema to see if its in use. If it is, pick another number, search again. Repeat until you find an available number.A better waySince our…

Dovetail Seeker update part deux

July 14, 2009 Yesterday I added a feature that will be in the next release of Dovetail Seeker.Executive Summary: Coming soon, support for indexing against Clarify views.Didn’t it support that already?Well.. No. I was working on a feature for Mobile Agent that I wanted to use some cool search techniques to facilitate and found out a view would work better. When I tried to do just that the indexer exploded with nasty unfriendly errors. What is a developer to do but stop everything and add a feature.Does this great power come with any great responsibilities?Yes. Paths traversing relationships are not allowed when indexing views. What is a path? Well, paths are basically instructions telling the indexer how to find the piece of data you want in the index. Against tables paths can include relations which are not possible for views. This means you…

Dovetail Developer Training, August 10-14

June 24, 2009 Our next Dovetail Developer Workshop is scheduled for August 10 through August 14 here in Austin, TX for developers interested in learning how to configure, manage and customize a Dovetail CRM environment. Space is limited, so please register ASAP by simply sending Nathan Shilling an email, or calling (512) 610-5455. The workshop will kick off with a review of the Dovetail CRM components and the base-line architecture. Later sessions will walk participants through the installation of each of the Dovetail CRM modules, with hands-on programming labs where students will acquire skills and develop expertise to build new functionality, which they then can utilize to extend and customize their own CRM environment. For instance, you will: Learn how to extend your schema using SchemaEditor; Import data using ArchiveManager; Perform data access operations using the Dovetail SDK; Learn how to use Dovetail…

Prepping for a demo

May 20, 2009 I typically have a checklist of things that I go through before I give a demo or presentation. I know Scott Hanselman does as well: Have a Pre-Talk Checklist and Demo Reset The following is a set of checklist items and tips that I use before doing a demo. Demo Prep Close all apps that won't be used. I know this sounds like a duh!, but I've seen no shortage of Outlook toast popups, and Instant Message popups during someone's presentations and demos. Setup a one-click restore of my database. I have a simple BAT file for SQL Server that looks like: sqlcmd -Usa -Psa -Q "restore database dovetail from disk = 'C:db_backupsdovetail.bak' with replace" Start the apps that you'll be using - especially the slow ones. I know Visual Studio takes 4 minutes to startup on my laptop. 4…

Impact, Urgency, and Priority of a case

July 21, 2008 One of the best practices that ITIL brings to the party within Incident (case) Management is prioritization.   ITIL calls out 3 separate attributes: impact, urgency, and priority.   Impact: the measure of how business critical it is.   Urgency: a necessary speed of resolving an incident.   Priority: formulated from the combination of impact and urgency. Some formulate it as Priority = Urgency + Impact. Others use Priority = Urgency * Impact.   They key difference that ITIL presents with the concept of Priority versus the classic usage of Severity is that severity alone does not provide enough context for Prioritization. The urgency factor needs to be added to severity in order to provide an accurate understanding of how to prioritize activity.   Example of a priority coding system   Impact, Urgency, and Priority within Dovetail   Within Dovetail (and Clarify/Amdocs), Severity and Priority…

Clarify 6 – still running after all these years

April 22, 2008 I'm currently working with a customer who is running Clarify version 6. Not Amdocs CRM6, but Clarify version 6, or as the marketing brainiacs tagged it - CFO98 (Clarify Front Office 98). I'm amazed that they're still running a 10 year old enterprise application, and haven't upgraded at all in 10 years. On the other hand, it speaks to the power of the system that it continues to work and provide value, despite its age. They're now working with us, so that they can upgrade their database to something more current (Oracle 10g), and they're looking into using out toolset (SchemaEditor, ArchiveManager, fcSDK, BOLT, etc.) so that they can continue to reap value out of their system. Pretty cool.

A few of my common utilities

March 20, 2008 Whenever I have to do something more than a few times, I like to make a shortcut or a utility for it. I have all of these in my c:\bin directory, and I have my system path set to include c:\bin.  These utilities mean that I don't have to think about a lot of heavy syntax most of the time.   For example, to import a DAT file into my database, rather than using:   c:\bin\diet.exe -license MyDietLicenseKey -user_name sa -password sa -db_server . -db_name dovetail -import file.dat -sqllog sql.log     I just have to use:   import dovetail file.dat     Much easier to remember, and much easier and quicker to type.   Most of these are geared towards running on my development system, which is primarily SQL Server running onlocalhost with an sa password of sa.   Here's a few common…

Create a view with a calculated column to be used in Clarify CRM and Dovetail Agent.

Static image December 20, 2007 Our customer would like to query all the cases including a column with a calculated number of "open" subcases related to each case record.  They want to query for all of the cases that have any open subcases. A normal view would not work because it cannot calculate the count of related object with specified condition.   Steps taken. 1. We showed it could be done in SQL (See SQL below).  Note the nested SQL statement to calculate the number of open subcases. select c.objid, c.id_number, cond.title, cond.title, (SELECT count(*) FROM table_subcase sc INNER JOIN table_condition sc_cond ON sc_cond.objid = sc.subc_state2condition WHERE sc.subcase2case = c.objid AND sc_cond.title LIKE 'OPEN%') as open_subcase_count FROM table_case c INNER JOIN table_condition cond ON cond.objid = c.case_state2condition 2. Created the following SchemaEditor SchemaScript. Case identifiers and condition and the count open subcases for the case…

Can I created a view that includes a calculated view column to be used in Dovetail Agent (Amdocs/Clarify CRM)?

Static image November 28, 2007 Summary: This question was asked by one of our Dovetail customers.  In this post I will explain the steps that we used to understand and implement a solution to satisfy the customers requirements. Question: Can I created a view that includes a calculated column? If so, can I query all the cases with the calculated number of open subcases related to each case, in one view? Requirement: Our customer needed a view to query for  1) all of the open cases and 2) all of the closed cases that have any open subcases – to be displayed in the same view. Solution:  See steps taken below.   Steps taken to get to our Solution. 1. Read and discussed the customers requirements. 2. Tested our understanding of the requirements and the existing views using SQL against the following databases: MSSQL and…