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Parent and Child Cases In Dovetail Agent

August 20, 2008 The 4.0 Release of Dovetail Agent brings support for parent-child relationship among support cases to the users. Having a functionality available to designate one support case as parent of other cases may play important role in the way your customer support responds to a situation when a large number of cases report the same problem, but in many different ways. Let's consider an example of a communication company with a range of services usually bundled to include: Internet access, VOIP, and cable TV. When a local hub goes down, customers start reporting problems with symptoms like: 'my phone line is dead', 'can't watch the news', 'my e-mail is not working', etc. These are some examples of case titles, which at first may not suggest that all these cases have much in common. Once a root cause if found, all these…

Unicode Database Conversion And Usage

August 19, 2008 Introduction   Long-time ClarifyCRM users may find themselves in a situation driven by their business international expansion which calls for ability to handle client data in languages other than English and character set other than ASCII. If the database was not originally planed to store non-ASCII data, it needs to be 'converted' to be able to use Unicode.   The conversion may involve entire database, or only selected columns, depending on the needs.   Once the decision is made to store Unicode characters in existing non-Unicode Clarify database, there are several conversion scenarios to consider, depending on: database system: MS SQL or Oracle whether all the information stored must be in Unicode or only selected data items.   Dovetail Software, Inc. researched four scenarios how to make a database which was not originally intended to store Unicode data capable of just…

Installing Dovetail Classic ASP Web Applications on IIS7

Here at Dovetail I recently started developing on a Windows Server 2008 64bit OS. Today I wanted to install Dovetail Agent as a web application on IIS7. I ran into a few problems. After gnashing my teeth for a bit I found a path to goodness. My biggest problem was 64bit related. I hope this post saves you some time getting our web applications up and running. ASP Needs To Be Enabled I believe that by default when you are adding the Web Server (IIS) role to Windows Server 2008 that the ASP feature is not added by default. Start Server Manager select the Web Server (IIS) Role. Click on Add Role Services. Make sure you have at least ASP and Server Side Includes and ASP.NET selected. IIS 6 Management Compatibility You may also want to select the IIS 6…

Customizing Seeker: Indexing and Searching Custom Objects

August 15, 2008 In previous posts, we've covered the basics of Seeker, along with searching custom attributes of an object (such as case.x_notes).Continuing on, lets look at how to index and search custom objects.In our environment, we keep track of the software license keys that we send to our customers, and we do this in our Dovetail system.This is an entirely custom object, so this will make a great example.The License Key TableUsing BOLT, we can quickly see what this table looks like:We need to know the database table information so we can modify the documentSpecifications.xml file. Modify the documentSpecifications.xml fileSeek.exe is the application that performs the actual indexing. The documentSpecifications.xml is the configuration file that seek.exe uses so that it knows what to index.The documentSpecifications.xml file consists of many dovetailDocumentSpecifications. For example, there is a specification for case, one for subcase, one for…

Opening View Objects from Query Results

August 7, 2008 In Dovetail Agent, it is very easy to build a query against a table in the database, and there are standard routines to open most of the table objects to view the items returned in the query. Drilling down to view objects is a little tougher, but it can be done in a few easy steps. In this example, I will show you how to build a query object for the queelm_case view, which will allow us to open each of the cases in the queue for inquiry. Building the fcQuery object in Dovetail Admin is the first step, so follow along. After logging in to Dovetail Admin, click on the fcQuery Objects menu link to open the Manage fcQuery Objects page. Typing in queelm_case and clicking the List button locates the view object, and double-clicking the queelm_case row will…

Creating a Windows 2008 Server x64 Developer Workstation

August 3, 2008 For about a year now I have been running Ubuntu on my personal laptop. A stab at diversity. I was playing with Rails in my spare time and also needed to brush up on my Unix. I was young… willing to experiment. My direction changed back to .Net, I am loving C# 3.0 by the way, yet I kept my Linux laptop because it was so swift and easy to use. A poor man’s Mac Book really. The only thing I couldn’t do with Hardy Heron, yes that is the name of the distribution, was .Net development with my familiar toolset. I am very very addicted to Visual Studio.Net IDE (sorry MonoDevelop, I know cop out.) Doing some development with ASP.Net MVC has had me wishing for a development machine that supports IIS 7 and I saw all the cool…

Customizing Seeker: Searching custom data

July 30, 2008 In a previous post, I covered some details on Seeker - our full-text search engine, along with its integration with applications, such as Dovetail Agent. One of the other things I really like about Seeker is its extensibility. Via configuration, Seeker can easily be extended to search additional (including custom) fields (such as a custom field on the case or solution). Here we'll cover that scenario. Modify the documentSpecifications.xml file Seek.exe is the application that performs the actual indexing. The documentSpecifications.xml is the configuration file that seek.exe uses so that it knows what to index. The documentSpecifications.xml file consists of many dovetailDocumentSpecifications. For example, there is a specification for case, one for subcase, one for solution, etc. The contents section determines what columns are searched. For example, the baseline contents for the case object includes id_number, title, and case_history: <contents>…

Search your Clarify/Dovetail data

July 28, 2008 Dovetail Seeker is our search engine for Clarify/Dovetail. One of the things I really like about Seeker is that its easy to take advantage of its search results from different applications. Because Seeker is a web service, its relatively easy to have applications use this search service. For example, we've added Search capabilities to Dovetail Agent and to Dovetail SelfService. We've also added Search to our external website, and Search can also be added to the Clarify Classic Client.  Many applications can use the same instance of Seeker for searching:     Request/Response Each of these applications simply make an HTTP request to Dovetail Seeker, and the results are returned in a JSON format. JSON (JavaScript Object Notation) is a lightweight data-interchange format that is easy for humans to read and write, and also easy for machines to parse and…

A few UI Editor Tips and Tricks

July 24, 2008 Kevin walked past my laptop the other day and noticed an ugly looking hot-dog-inspired-colored window, and asked -what the hell is that?   This is what it was:   Ugly? Absolutely. Useful? I think so. I thought it deserved some explanation, so here goes. Colors   I purposely use the bright colors to distinguish the different elements, along with the exact space each element takes up, and how each element lines up. This is especially helpful for labels.   This is purely to assist with the design of the form in Clarify's User Interface Editor. These colors are not displayed at runtime in the Clarify Client.   For example, here's the same form, with the same controls, but without the colors. Notice that its hard to tell what's what, and how much space each control takes up.   With everything colored, I can…