Reporting Interface User Guide
Contents
1. r Login Parameters Use BusinessObjects user name and password User name Password Database Test Type Secured x 6 When you finish entering the Oracle client information click Test to ensure Business Objects can communicate with the Oracle client When the communication is confirmed click OK to close the Oracle Client window then click OK again to close the Universe Parameters window 7 From the tool bar open the Insert menu and select Tables This opens the Table Browser Reporting Interface User Guide 1 Chapter 2 Setting Up the Environment 8 From the Table Browser select the three reports with the OMS prefix as shown below Refresh al B E OM ACTIVE NOTIFICATION E OM APPLICATION FUNCTION E OM APP FUNC WORKGROUP E OM ATTACHMENT E OM ATTRIBUTE CODE LOOKUP B E OM ATTRIBUTE TYPE 8 1 OM AUTOMATION CORRELATION B E OM AUTOMATION CTX E OM_BEAJMSSTATE E 0M BEAJMSSTORE E 0M BEHAVIOR B E OM BEHAVIOR PROPERTIES EF CALENDAR E P OM CARTRIDGE 9 Click Insert then click Close 10 Highlight the views in the right hand window pane then drag and drop them into the left hand pane 11 If you want to specify a parameter range for any of the table columns see Specifying Parameter Ranges below for example you might configure the Start Date parameter so the column only displays work scheduled to2. 9 Configuring VIEWS eg De ter dei ee te dues cde dup ee end 9 Optimizing perfortriance 14 Orders report Pending Orders at Tasks report sse 14 14 Tasks 10 00 ee onc ed al ieee ep E ele lait ad 14 66 ASAKE 15 3 Using the OMS Reporting Interface c eeeeeccesssseeeeeeeeeeeeeeeeeeeeeeeeeeeees 17 Generating reports from stored procedures sssssssssssseeeeeeenen nne 17 Report parameters node ee o d et eei obedit 21 Returned values 23 Notes on reading reports from stored procedures ssssssssseeeee 25 Ordets report 3 1 nie ie el Hp ei dex UR edet e Oed cae ee 25 Pending At Tasks report oereide adeendr iari eni kaded edP EE ARREK AE KA Enri pastani E tintak 26 Generating reports from views ssssssssssssseseeeeee ennemis nnne 27 Returned valles atate e tbe ae ea EE Pea inue TERR T botas 29 Reporting Interface User Guide iii Chapter 0 Contents iv MetaSolv Software Inc About this guide The OMS Reporting Interface Guide contains the procedures and information you need to install and initially configure the OMS Reporting Interface component and to generate and view reports from it This guide includes some information on third party software products used by the OMS Reporting Interface However this information is limited to information that you need to install and m
3. 8 When you finish entering the parameters click Run Business Objects displays the result of the stored procedure You can manipulate the result by applying formatting filters functions and so on Please refer to Parts III and VI of the Business Objects User Manual for details on how to do this 20 MetaSolv Software Inc Generating reports from stored procedures Report parameters This section describes the two parameters for which you can provide values when generating reports from stored procedures For a description of the expected output from the a_view_mnemonic This parameter is an OMS view mnemonic that contains a list a list of nodes that the report returns Only value nodes are included in the result set When you supply a view mnemonic the search is performed on all cartridges unless you specify a filter to restrict the search to certain cartridges see below If the cartridge has the view the corresponding values are returned otherwise the report returns empty values No order data is returned if this parameter is NULL 5 It is up to you to ensure that views from different cartridges have the same type of nodes in the same position For example If Viewl from Cartridge contains node project in the first node and due date in the second node then View from cartridge2 must also have nodes with the same data type as project and due date and in the same order a_filter This parameter is a filter
4. SQL error ORA 01789 query block has incorrect number of result columns the views have different node structures SQL error ORA 01790 expression must have same datatype as corresponding expression the view has the same node type and structure but in different position 26 MetaSolv Software Inc Generating reports from views Generating reports from views Use the steps in To generate a report from views below when you want to generate the following reports Processes Report When this report provides details on pending processes the completion date and time fields are left blank Tasks Report 5 This report is grouped by order ID and sorted by start date Notifications Report 5 When this report provides details on non order based notifications the order seq id order type description order type mnemonic order source description and order source mnemonic fields are left blank In case of a notification being dispatched to multiple users the report returns multiple rows each row corresponds to one user only one user acknowledges the notification To generate a report from views 1 Open Business Objects From the Start menu select Programs Business Objects Business Objects 2 Inthe Welcome window choose Select a template then click Begin v Run this Wizard at Startup Reporting Interface User Guide 7 Chapter 3 Using the OMS Reporting Interface 3 Select the default template
5. begin the day after the reporting date 12 MetaSolv Software Inc Integrating the environment Specifying Parameter Ranges 1 Inthe left hand pane expand the view that contains the column title for which you want to specify a parameter range 2 Double click the target column title This opens a window that lets you specify the operators and functions Edit Properties of Version lt Definition Properties Advanced Type Character S Description Select iii gt gt Where 4 Tables Parse Cancel Apply Help 3 Set the operators and functions according to the range you want to specify Click the double arrow to the right of the Where field and build the parameter range using the displayed form Edit Where Clause of ersion x Show object SOL Parse Tables and Columns Classes and Objects Operators Functions IOMS_REPORT_N Ga ms Report Notific OMS_REPORT_PI Ss Oms Report Proces ml OMS REPORT T Oms Report Tasks Number H Character Date Functions Description _ OK Cancel Help 4 When you finish click OK Reporting Interface User Guide 3 Chapter 2 Setting Up the Environment Optimizing performance The parameters and filter conditions that you supply to the stored procedures and views effects their performance and the information
6. condition that you can apply to the search using the fields shown in Table 2 below You can also combine these fields using OR AND and brackets You can apply operators such as lt lt gt and gt to these columns with the following exceptions process order type order source process status cartridge In these cases you can only apply the and operator You can also query on the following columns using between as an operator to specify a range of values order id order creation date order start date expected completion date and completion date Example completion date between to date 2003 12 01 00 00 00 and sysdate and order creation date between sysdate 7 and sysdate For the other columns you can use a list of ORs for example Cartridge dsl OR cartridge default 1 0 OR cartridge default 2 0 Reporting Interface User Guide 1 Chapter 3 Using the OMS Reporting Interface If you set this parameter to NULL the procedure will not use filtering and the search is performed on all cartridges Pending 7 Orders Orders Field Name Description Report at Tasks Report order_id The order sequence ID number Y Y ref num The reference number Y Y process The process mnemonic Y Y order type The order type mnemonic Y Y order source The order source mnemonic Y Y task The task mnemonic N Y state The state mnemonic N Y process status The process status mnemonic Y Y Note If N A app
7. for any purpose without the written permission of MetaSolv Software Inc except as specifically allowed in the written license or nondisclosure agreement It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement MetaSolv Software Inc assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual Use of any of this Software s functionality in a manner inconsistent with your license grant whether or not protected by the Product ID is a breach of the license agreement between your company and MetaSolv Printed in U S A MetaSolv Software Inc 5556 Tennyson Parkway Plano TX 75024 U S A Contents 1 About this guide iiiiecisciciiciscesesiescsvssnesnsccsisereransnsswesaeaantenuesuvecendadenntecndeeneniecans 1 About the OMS Reporting Interface sssssssssssssseeseneeeee nennen nnne 1 Diae L 2 2 Global Customer Care osrin Linee du doce De Sali ees oi x deu de ere els 2 2 Setting Up the 5 Set UP P V aaat 5 Installing Business Objects 3 chi es Matai Re i ee ed 6 6 Installing the reporting schema 0144 eenee cette ene e ee eee taaaeee eee eaaaeeeeeetaeeeeeeenaeeeeeee 6 Creating 90 9 7 9
8. of the process if there is a process exception completion date amp time Note The date and time at which time the order exits the process 30 MetaSolv Software Inc Generating reports from views 31 Table 4 Returned values for the indicated reports Notification Report Reporting Interface User Guide Tasks Report state mnemonic status description status mnemonic namespace description namespace mnemonic version Processes Report last position Note This is a position mnemonic to indicate the current pending position for a pending process or last position for a completed process current position Note This is a position mnemonic to indicate the current pending position of a pending process and is empty for completed processes completion reason Note The report returns a blank to indicate a normal completion and an E for a process exception expected duration Note The expected duration of the process actual duration Note The real length of time to complete the process process status description process status mnemonic namespace description namespace mnemonic version Chapter 3 Using the OMS Reporting Interface 32 MetaSolv Software Inc
9. procedures Orders report When reading the Orders Report keep the following in mind 1 One row represents one order 2 When displaying order data if there are multiple data items for the data the first value is displayed 3 When viewing order specific data the mnemonic is used as column display name The order of the columns returned is based on the view node position 4 You can use the column order completion date to distinguish pending orders and completed orders A pending order does not have a value in this column 5 Duration is calculated as follows order completion date order start time that is order completion date when the order was started not when order was created In the case of pending orders the actual duration is sysdate order start time 6 Business Objects does not let you enter a null value that is an empty value To work around this restriction if you have no actual value to enter you must type null as the input value Reporting Interface User Guide 5 Chapter 3 Using the OMS Reporting Interface Exceptions Search condition syntax error the search condition supplied is not valid for example it is missing a closing bracket View not found View mnemonic supplied cannot be found in any cartridge Cannot find metadata condition search condition contains metadata for example process customer contact however process customer contact cannot be found i
10. MetaSolv OMS 8 Reporting Interface User Guide Second Edition September 2005 4 METASOIV SOFTWARE Copyright and Trademark Information 2005 MetaSolv Software Inc All rights reserved MetaSolv is a trademark registered in the United States of America by MetaSolv Software Inc CoManage its associated logo and Network Driven are registered trademarks of CoManage Corporation All other trademarks contained herein are property of their respective owners Any rights not expressly granted herein are reserved Information contained herein is subject to change without notice Disclaimer All references to future incorporation of new or enhanced product functionality or to future release dates are estimates only and MetaSolv may change them at any time without notice Information in this document is subject to change without notice and does not represent a commitment on the part of MetaSolv Software Inc All references to new or enhanced product functionality or to future release dates are estimates only and MetaSolv may change them at any time without notice The software and or databases described in this document are furnished under a written license agreement or nondisclosure agreement No part of this document the software and or databases may be used reproduced or transmitted in any form or by any means electronic or mechanical including copying photocopying recording or information storage or retrieval systems
11. N either sysdate sysdate offset or to date 2003 12 12 11 22 33 task expected completion The expected task completion date the format can be either N Y date sysdate sysdate offset orto date 2003 12 12 11 22 33 cartridge The cartridge namespace mnemonic version example Y Y cartridge default 1 0 If it is not version aware specify as the value example cartridge default Returned values The following table describes what you can expect to see in the reports See X below the table for notes on each report Pending At Tasks Report Table 3 Values Returned in Each Report order ID reference number Orders Report order ID ref no process description process mnemonic order type description order type mnemonic order source description Reporting Interface User Guide 3 order type description order type mnemonic order source description order source mnemonic process description this is the current process of an order It s empty for completed orders since the completed orders are not sitting at any process Chapter 3 Using the OMS Reporting Interface Table 3 Values Returned in Each Report Pending At Tasks Report order source mnemonic task description task mnemonic task type state description state mnemonic process status description process status mnemonic user name order creat
12. aintain OMS Reporting Interface If you need additional information on a third party software application consult the documentation provided by the product s manufacturer The rest of this document consists of the following chapters Chapter 2 Setting Up the Environment describes how to install the Business Objects query application and then tells you how to integrate it with the existing MetaSolv OMS environment Chapter 3 Using the OMS Reporting Interface describes how to generate and view the reports About the OMS Reporting Interface The OMS Reporting Interface component uses a query and reporting tool to provide a standard interface to OMS order and audit data This component augments the existing set of reports that are available through the OMS web client Using the reporting interface you have access to the following reports Orders Report this report gives you an overview of both pending and completed orders You can filter the query to limit the number of responses and by specifying an OMS view mnemonic you can display additional order information for those records that contain it This report is implemented as an Oracle stored procedure Pending Orders at Tasks Report this report gives you an overview of the pending orders and their related tasks information This report is implemented as an Oracle stored procedure Processes Report this report shows all processes completed and pending incl
13. bjects does not recognize blank fields If you do not have a value to enter in a field you must type nu11 this is case insensitive Columns that report on process duration times are structured to display in days If the actual duration of a task 15 sufficiently short seconds or minutes then Business Objects may report the duration time incorrectly by misplacing the decimal point which makes the duration appear longer than it really was Generating reports from stored procedures Use these procedures when you want to generate the following reports Orders Report When this report provides details on pending orders the completion date and time fields are left blank Pending At Tasks Report Reporting Interface User Guide 7 Chapter 3 Using the OMS Reporting Interface To generate a stored procedures report 1 Open Business Objects From the Start menu select Programs Business Objects Business Objects 2 Inthe Welcome window choose Select a template then click Begin v Run this Wizard at Startup 3 Select the default template then click Next New Report Wizard Crosstab Crosstab Master Detail EFASHION EFASHMD Pie Chart Pie Chart Master Detail Table Table Master Detail Table Multi Master Detail NN 18 MetaSolv Software Inc Generating reports from stored procedures 4 Inthe Specify Data Access window select Others then choose Stored Procedures from the dropdown menu Click Nex
14. e value for the parameter and click OK 6 Complete steps 4 and 5 for each parameter listed See Table 1 on page 8 for a list of the required schema parameters 7 Select the Demo Model Mode which is the default mode 8 When you finish click Parse This operation may take several minutes to complete as Parse updates the database scripts To avoid saving values of the password parameters disable Save Passwords from the options section of the main window 9 Click OK and then click Run This operation may take a few minutes to complete as it creates the reporting schema Table 1 Required schema parameters Parameter Description db admin username The database administrator s username db admin password The database administrator s username db connection string The database connection string data tablespace The database data tablespace temporary tablespace The database temporary tablespace oms owner schema The OMS core database schema name oms owner password The OMS core database schema password oms reports schema The OMS report schema username oms reports password The OMS report schema password temp directory A temporary directory 8 MetaSolv Software Inc Integrating the environment Creating users To create users follow the instructions provided in the Business Objects Supervisor s Guide creating users is covered in Chapter 3 This guide is supplied in pdf format w
15. ears in the process status there is no process status for the order user The user name N Y order creation date The order creation date the format can be either sysdate Y Y sysdate offset or to date 2003 12 12 11 22 33 The keyword sysdate represents the current date or time When you specify a fixed date the input should follow the format as follows yyyy mm dd hi24 mi ss in which yyyy the year 4 digits mm the month 01 02 12 dd the day of the month 01 02 31 hi24 the hour in 24 hour format 00 02 23 mi the minute 00 01 02 59 ss the second 00 01 02 59 order start date The order start time that is when an order enters the main Y Y process the format can be either sysdate sysdate lt offset gt orto date 2003 12 12 11 22 33 task start date The task start date the format can be either sysdate sysdate N Y Table 2 Filter values fora filter lt offset gt or to date 2003 12 12 11 22 33 22 MetaSolv Software Inc Generating reports from stored procedures Table 2 Filter values for a_filter Continued Pending Orders Orders Field Name Description Report at Tasks Report expected completion date The expected order completion date the format can be Y Y either sysdate sysdate offset or to date 2003 12 12 11 22 33 completion date The expected order completion date the format can be Y
16. em 28 MetaSolv Software Inc Generating reports from views 8 Ifyou want to specify a specific sort order ascending or descending or apply a simple condition to the column right click the column head in the result objects window pane and select from the pop up menu tl YIN eno en Comos pem Deed vem 85 Const and Objects E ed cv 9 When you finish specifying the sort order or simple conditions click Run Business Objects displays the results You can manipulate them by applying formatting filters functions and so on Please refer to Parts III and VI of the Business Objects User Manual for details on how to do this Returned values The following table describes what you can expect to see in the reports Table 4 Returned values for the indicated reports Notification Report notification description notification mnemonic order ID order type description order type mnemonic Tasks Report order sequence ID process invoking task description Note Indicates in which process the current task is operating process mnemonic task description task mnemonic Reporting Interface User Guide 9 Processes Report order sequence ID process description process mnemonic process_originator_description Note A description of the process that took place before the current process process_originator_m
17. his follow the instructions provided below If you require more information you can also consult Chapter 3 of the Business Objects Designer s Guide This guide is supplied in pdf format with the Business Objects application Reporting Interface User Guide 9 Chapter 2 Setting Up the Environment To configure a view 1 Open Business Objects Designer From the Start menu select Programs Business Objects Business Objects Designer 1 2 On the tool bar click the New Universe icon This opens the Universe Parameters window Universe Parameters lt Definition Summary Strategies Controls SQL Links The following information identifies the universe A universe is 0 defined by its name and database connection Name Description a Connection hai New Edit Test Cancel Hep 3 Inthe Name field type a name for the universe You can give it any appropriate name you want 4 Click New highlight Oracle Client and then click OK Select the network driver you want to use Then click OK to define parameters for the connection Network Layer ODBC Drivers OLE DB Providers Description Allows you to access Oracle 7 x and Oracle8 x servers B 10 MetaSolv Software Inc Integrating the environment 5 Provide the required information for the Oracle client Oracle Client x Login Advanced Custom Database engine Oracle 8 1 x
18. ion date amp time order start date amp time task start date amp time expected duration of the order returns in number of days expected task duration returns in number of days actual duration of the order returns in number of days actual task duration returns in number of days expected completion date of the order expected task completion date namespace description Orders Report process mnemonic process status description last process status process status mnemonic order creation date amp time order start date amp time expected duration of the order returns in number of days actual duration of the order returns in number of days expected completion date of the order completion date of the order it will be empty for pending orders as they are not complete yet namespace description namespace mnemonic version order specific data specified by a view 24 MetaSolv Software Inc Generating reports from stored procedures Table 3 Values Returned in Each Report Orders Report Pending At Tasks Report version order history seq id returned due to Business Objects remove duplicates occasionally order specific data specified by a view Notes on reading reports from stored procedures The following contains information you should be aware of when reading the reports generated from stored
19. is chapter provide greater detail for each of these steps Install Business Objects see below Integrate the Environment Install the reporting schema using Oracle Scripter see Installing the reporting schema on page 6 Create the Business Objects users using the Business Objects Supervisor application see Creating users on page 9 Setup the database connections between Oracle and Business Objects using the Business Objects Supervisor application see Creating database connections 6 9 Assign stored procedures using the Business Objects Supervisor application see Assigning stored procedures on page 9 Configure the views through the Business Objects Designer application see Configuring views on page 9 Reporting Interface User Guide 5 Chapter 2 Setting Up the Environment Installing Business Objects To provide the reporting platform for the OMS Reporting Interface you must install Business Objects a query reporting and analysis application that you will later integrate with the MetaSolv OMS Oracle database For instructions on how to install Business Objects refer to the Business Objects Installation and Update Guide which is supplied in pdf format with the Business Objects application Integrating the environment This section describes the various tasks you must perform to integrate Business Objects with the existing MetaSolv OMS environment Installing the reporting schema You
20. ith the Business Objects application You must create a user account for each individual who needs to access the OMS Reporting Interface How you assign privileges to an individual account depends on the duties the individual performs and the policies of your organization Creating database connections After you create users you must provide Business Objects with a list of available database connections that it can use to access data For instructions on how to create database connections refer to Chapter 3 of the Business Objects Oracle Database Guide This guide is supplied in pdf format with the Business Objects application Assigning stored procedures When you finish creating the database connections you must link or assign stored objects in this case Oracle stored procedures to individual users or groups of users These stored procedures give you access to the following reports Orders Report Pending Orders at Tasks Report To assign stored procedures follow the instructions provided in the Business Objects Supervisor s Guide assigning stored procedures to users is covered in Chapter 7 Configuring views When you finish assigning stored procedures you must tell Business Objects how to access the Oracle Views Oracle views allow you to create the following reports Processes Report Tasks Report Notifications Report You configure the views through the Business Objects Designer application To do t
21. n metadata SQL error ORA 01789 query block has incorrect number of result columns the views have different node structures SQL error ORA 01790 expression must have same datatype as corresponding expression the view has the same node type and structure but in different position Pending At Tasks report When reading the Pending At Tasks Report keep the following in mind 1 There is the potential for this report to return multiple rows for each pending order Each row represents an instance of an order Sub process tasks which are only the holders of sub processes are not returned 2 When displaying order data if there are multiple data items for the data the first value 1s displayed 3 When viewing order specific data the mnemonic is used as column display name The order of the columns returned 1s based on the view node position 4 The actual duration 18 calculated as follows sysdate order start time 5 Business Objects does not let you enter a NULL value To work around this restriction you must enter null as the input value Exceptions Search condition syntax error the search condition supplied is not valid for example it is missing a closing bracket View not found View mnemonic supplied cannot be found in any cartridge Cannot find metadata condition search condition contains metadata for example process customer contact however process customer contact cannot be found in metadata
22. nemonic Chapter 3 Using the OMS Reporting Interface Table 4 Returned values for the indicated reports Notification Report order source description order source mnemonic user name datetime sent Note When the notification was sent to the user datetime acknowledged Note When the user acknowledges the notification This is empty if a notification is not acknowledged by the current user namespace description Namespace mnemonic version Tasks Report task type start date amp time Note The time and date that the order enters the task task expected completion date amp time task completion date amp time Note This value is empty for pending tasks at the current state expected duration Note The result shown is in number of days actual task duration Note The result shown is in number of days user name state description Processes Report relationship_to_originator Note The report returns a blank to indicate a normal completion and an E for a process exception order type description order type mnemonic order source description order source mnemonic start date amp time Note The date and time when the order enters the process start position Note This is the first task that an order undergoes after it enters the current process This is a process position mnemonic It might not be the first task
23. r the Tasks report To return pending tasks completion date is NULL To return completed tasks completion date is not NULL To return tasks that were completed between certain dates completion date between to date 2003 11 01 00 00 00 yyyy mm dd hh24 mi ss and to date 2003 11 30 23 59 59 yyyy mm dd hh24 mi ss 14 MetaSolv Software Inc Optimizing performance Notifications report The following is a list of recommended filter conditions for the Notifications report To return notifications that were sent between certain dates datetime sent between to date 2003 11 01 00 00 00 yyyy mm dd hh24 mi ss and to date 2003 11 30 23 59 59 yyyy mm dd hh24 mi ss To return notifications that were acknowledged between certain dates datetime acknowledged between to date 2003 11 01 00 00 00 yyyy mm dd hh24 mi ss and to date 2003 11 30 23 59 59 yyyy mm dd hh24 mi ss Reporting Interface User Guide 5 Chapter 2 Setting Up the Environment 16 MetaSolv Software Inc Using the OMS Reporting Interface This chapter describes how to create the reports It is divided into two sections Generating reports from stored procedures see below Generating reports from views see page 27 The Business Objects stored procedure parameter input fields have a limit of 126 characters Business Objects will not recognize any characters that you type beyond that limit Business O
24. t New Report Wizard T 5 Inthe Select a Connection window highlight the database connection you want to make then click Next 9 OMS_TEST2 Reporting Interface User Guide 9 Chapter 3 Using the OMS Reporting Interface 6 Inthe Select a Stored Procedure window select the stored procedure you want to run Ensure you select one of the OMS stored procedures which begin with the OMS prefix then click Finish New Report Wizard REPORT ORDER OMS_REPORT_PENDING_AT_TASKS WK POST OPTIMIZE INDEX WK PRE OPTIMIZE INDEX lt Back L gs Cancel 7 Inthe Stored Procedures Editor window highlight the parameter that you want to provide a value for then type the value in the Value field If you do not want to provide a value you must enter null For a description of each parameter and the values you can enter see Report parameters at the end of this procedure Stored Procedure Editor for OMS REPORT ORDERS these values for the next time you run the stored procedure or when prompted enter different ones Click a parameter to enter a value VIEW MNEMONIC version Lise this value FILTER null Lise this value a Ry Here you enter a value for each parameter of the stored procedure You can keep Be Value pr Next execution use this value 7 No help for OMS_REPORT_ORDERS Help on the Stored Procedure Build Hierarchies and Start in Drill Mode Run Cancel Hep
25. that they return The following is a list of recommendations that helps to optimize performance and return predictable results from each report Orders report Pending Orders at Tasks report The following is a list of performance recommendations for the Orders and Pending Orders at Tasks reports You must create a reporting view if you want the report to return order data It is recommended that the view not contain a large number of value nodes less than 6 is optimum 20 is excessive Always specify the filter condition some examples are below To return completed orders only order completion date lt sysdate To return orders that were completed in the last 30 days order completion date between sysdate 30 and sysdate To return pending orders order completion date gt sysdate To return orders that were created between certain date order creation time between to date 2003 11 01 00 00 00 and to date 2003 11 30 23 59 59 Processes report The following is a list of recommended filter conditions for the Processes report To return pending processes completion time is NULL To return completed processes completion time is not NULL To return processes that were completed between certain dates completion time between to date 2003 11 01 00 00 00 yyyy mm dd hh24 mi ss and to date 2003 11 30 23 59 59 yyyy mm dd hh24 mi ss Tasks report The following 18 a list of recommended filter conditions fo
26. then click Next New Report Wizard rosstab rosstab Master Detail FASHION FASHMD ie Chart ie Chart Master Detail able Multi Master Detail 4 Inthe Specify Data Access window select Universe then click Next 5 Inthe Select a Universe window select the Universe that connects with the Oracle database against which you want to generate the report then click Finish This displays a list of views If you do not know the name of the Universe to select consult with the person who fills the role of Business Objects Designer 6 Inthe left hand window pane expand the view against which you want to run the report a S ILE arere 77 TET Casses and Obsects Rear Cdrects E 0 insert an object in the query open a class folder then double click the object E ia Ore Report Processes Actual Duration Congleton Resson Congletion Tine Expected Duration Last Posten Namespace Desriplion Namesace Mnemonic Onder Seaid Order Source Description Order Source Mnemonic Onder Type Desorption Order Type Mremonic Process Description Process Mnemonic Process Originator Process Originator Mnemonic Conditions Process atus 0 apply a condition drag an abject to this bax Relationship To Orkanator Start Postion tort Tine Version 8 Gil Orns Report Tasks 7 Select the columns that you want to appear in the report by double clicking th
27. tion for all releases of the product and frequently asked questions Support Documentation Click this link to display the Global Customer Care page This page contains links to support information for MetaSolv products and GCC information on available services 5 If you are logging on as a MetaSolv partner you see a different Web page The Product Downloads link is present for software and documentation but to see information on support for products click More under Technical Support Global Customer Care In addition to the MetaSolv Web site you can reach the GCC Help desk using the following telephone numbers Direct to GCC Operations 1 416 674 4004 International Toll Free Direct to GCC Operations 800 9951 9951 Toll Free from U S and Canada 1 888 864 0917 The Help Desk is available by phone from 9 00 A M to 5 00 P M EST Monday through Friday You can contact the Help Desk through e mail at supporthd metasolv com 2 MetaSolv Software Inc Setting Up the Environment This chapter guides you through installing OMS Reporting Interface and integrating it with the MetaSolv OMS environment These instructions assume that you already have the following applications installed on the target workstation Oracle 9 2 0 4 The MetaSolv OMS application Set Up overview This section provides an overview of the major steps involved with setting up the OMS Reporting Interface environment The remaining sections in th
28. uding processes invoked by sub processing main processes and creation processes This report 1s implemented as an Oracle view Tasks Report This report creates a list of pending and completed tasks excluding sub process tasks This report is implemented as an Oracle view Reporting Interface User Guide 1 Chapter 1 About this guide Notifications Report tThis report contains a list of order and non order based notifications This report is implemented as an Oracle view Audience This guide is for you if you use the OMS Reporting Interface to generate reports or are responsible for installing the OMS Reporting Interface and ensuring the software is operating in the manner required for your business If you are responsible for installing and so on this guide assumes you have a working knowledge of Windows NT UNIX and the Oracle database management system Additional information and help To get additional information or help for the OMS Reporting Interface see the MetaSolv Web site at http metasolv com From the home page of the Web site log on to the Customer Portal page using your customer ID and password On the Customer Portal page the following links provide access to additional documents and Global Customer Care GCC Product Downloads Click this link to view and download documentation for MetaSolv products that you have purchased Links located on the Product Download page let you see documenta
29. use the Oracle Scripter to install the reporting schema The Oracle Scripter creates new OMS database instances upgrades earlier versions of OMS databases creates new partitions in your OMS database and so on If you installed the OMS database schema using the OMS installation program you have shortcuts to this tool in your OMS program group Otherwise you find the Oracle Scripter exe file under OMSx Database 6 MetaSolv Software Inc Integrating the environment To install the schema 1 From the Start menu click Programs MetaSolv OMS and then Oracle Scripter The Oracle Scripter dialog box appears EZ Metasoly OMS OracleScripter Mode Producton e Dema 2 Click Open The Browser dialog box appears 3 Use the browser to locate reports schema inst sql then click Open This loads the install information into the Oracle Scripter 5 When you first load the scripts the Oracle Scripter asks you to enter values for the parameters that it needs to connect to the database Then it tries to connect to the database which can cause an error message to appear if you enter wrong values To ignore these messages click OK You can re enter the values later as explained in Step 4 Reporting Interface User Guide 7 Chapter 2 Setting Up the Environment 4 Inthe Parameters section double click the first parameter The Value for Parameter dialog box appears 5 Type the appropriat
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