How do you import projects through IBM TRIRIGA integration?

Does anyone have experience in project integration (data transfer) from an external existing project through any IBM TRIRIGA integration module? Our templates and mapping have been identified, but the question is about reproducing the overall standard when a project is created. This seems hard. In order to have this project consistent in TRIRIGA, we think that we need to be consistent with the following:

• Project and direct associations with business objects in perimeter
• Associated purchase orders
• Budget and their associated cost codes
• Financial data and their associated computation

Any help and experience would be great, even if the answer is it’s too hard.

Without detailed knowledge on the user’s part, such as a fundamental knowledge of all of the application functionality, it would really be best to engage IBM Services to implement this integration. It’s not impossible, but it really would need a lot of care.

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How do you migrate record data quickly between environments?

So I just learned that I can’t use the Object Migration tool to migrate record data between two TRIRIGA environments. For example, I have two environments on different servers on the same application and platform version. If I try to use OM to migrate the Record Data only, for instance, the Building Equipment records, not all of the associated records will get migrated and certain smart sections do not get properly migrated either.

What are some other options that I could use to quickly migrate this data? I was thinking the Data Integrator (DI) method, but that would be tedious because I have over 100,000 records.

Ideally, DI should be used for the initial load. If the data is available somewhere else, you can look into Integration Object or DataConnect. You can populate staging tables and then run the integration. In your workflow, you can have logic to create any dependent records (such as organizations or contacts) based on the staging table data.

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How do you change CI Organization Mapping from Org Name to Org ID?

We have multiple organizations with the same name. We would like to change the CAD Integrator > Batch Associate > Organization Mapping to display the Organization ID instead of the Organization Name. How can I change the list from showing Organization Name to show Organization ID?

You will need to change both the Organization Mapping and the query to call only the Organization ID. After that, clear all caches in Admin Console and do a Full Sync in the CAD drawing. Following these steps, we changed the Organization Mapping from showing Name to showing ID and changing it back. It does not appear to have any negative impact, but there has been no detailed regression testing…

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How do you import CL fields that have more than 100 characters?

I encountered a bug with classification (CL) field types. I have a classification BO with the publish name comprised of (ID – Name). I have a certain number of records where the character length in the Name field is about 150 characters. So the full length of the publish name will be more than 100 characters.

• Problem: I went to a form that references that classification via an associated CL field. After I selected the value, I noticed that the displayed value showed a truncated value that was less than 100 characters. However, when I went to the Association tab of that form, it had the correct association.
• Second Problem: When I imported data via Data Integrator (DI), I made sure that the CL field had the full path which is more than 100 characters. DI gave no errors after import. I opened the record to verify the CL field populated, but the CL field was not updated and left null. I had to manually select the value in the CL field to associate it correctly.

Question: How do I import data with CL fields that have more than 100 characters?

I am not sure how to import data with CL fields that are more than 100 characters, but if you feel you have encountered some bugs, please submit a PMR.

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How do you add another level in the Geography hierarchy?

We are on TRIRIGA 3.5.2 and 10.5.2. We have a business need to add another level in the Geography hierarchy (under City). Technically, it is possible to change the hierarchy to add another BO associated to the triCity object. But we wonder if there is an impact on the standard behavior of TRIRIGA? If not, then what is the best method? To create a new BO? Or to create a city hierarchy under the city like a space under space? Has someone already done this kind of modification?

Creating a new BO would be the usual method. You would need to be sure that you create the parent/child association so that you locate the new BO type in the hierarchy. For the most part, the workflows in Location are BO level, but it would be useful to review your environment to see if any customizations have been made.

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What is the best practice for deleting or retiring records?

I have some records in the classifications hierarchy. These classifications are now associated to several BOs, like building equipment and tasks. I want to delete some of the values in the classification hierarchy because they are values we do not want users to use in the future. I understand that the best practice is the change the status of the record to “Retire” for audit purposes. But if we decided to just delete those records, what is the impact to any of the associated BOs? Would I have to create a workflow to remove the associations?

There are certain classification records that are used in forms, workflows, and/or queries. If you delete one of these records that are used in the application, you will in effect, lose some application functionality. Take, for example, “triClauseType” (Lease Clause), where several of these classification values are used on the Lease Clause form to determine which sections of the clause to unhide.

I suggest a best practice would be to look in the Data Modeler for the business object of the classification you want to delete records on. Select the triNameTX field and click ‘Where Used’. If nothing comes back you should be pretty safe to make changes to that classifications record list (add, delete, modify). If you see any workflows, queries, forms, etc., come back as using this field, you’ll need to analyze each to determine if your business needs them. However, I’d suggest pushing back against the business and advise that the application requires the values in question.

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Why is “My Profile” missing even when the TRIRIGA user is active?

I’m getting some issues with the people record. Once created, it is not getting associated with the triPeople object, nor the My Profile object. This prevents a new user from logging into the environment. The associated My Profile is also missing even after making the user an active TRIRIGA user. Any reasons for this?

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How do you update a smart section by updating the association?

I noticed that the smart section won’t update even if the association changed. Is there any other place that the smart section is stored beside the SYSKEY column?

If you want to update a smart section when a specific association is made from some other process, you will need to trigger a workflow on the association event, and than map the “Associated Object” as a source map to the smart section.

How do you report a triProperty with more than one triBuilding?

I have a few questions from our customer about TRIRIGA reports:

• Question 1: We want to create a report to show the triProperty which has more than one triBuilding as children. By using an association filter, we can only show the triProperty which has at least one triBuilding. By using a summary report, we can group by triProperty to show the number of triBuilding it has, but we can’t add another criterion based on the “Number” column. So, both two solutions above don’t work.
• Question 2: How can we do something like a “left join” in a multiple-BO report? We have noticed that the behavior of multiple BOs in a report acts more like an “inner join” query. The filter based on the secondary BO will also impact the primary BO result. Do you know any way to get a “left join” result in TRIRIGA?
• Question 3: How can we share a list of reports with users who are members of a specified security group? Our customer doesn’t want to grant the access of the “My Report” application for those groups, and they would like a solution that is more dynamic than adding those reports into the portal of the user. I don’t know if there is way to do this. Can the Admin user define a favorite list for the end users?

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IV97475: Source user template replaces destination user template

The user template of the source environment replaces the user template of the destination environment of the same person record after an OM import. In TRIRIGA 3.5.2, when a triPeople user template is migrated from one environment to another, if a user’s people record is associated with the string “Applied Template” in the source environment, the most-recently applied template will be applied to same user’s people record in the target environment.

For example, user James Sullivan has a Project Team Member template applied in the test environment. In the CERT environment, user James Sullivan has a Facilities Manager template applied. But when the Project Team template is migrated to the CERT environment, the template is applied (instead of the Facilities Manager template) to James Sullivan’s people record.

This is working as designed. The root of the issue is that when an OM that has a people template is imported from the source environment to the target environment, and when the published name of the user profile record is the same in both the source and target environments, it will NOT replace, but create additional associations from source to target. All of these associations can be seen in the Associations tab of the user record. However, the form will show that latest template that was applied.

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