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…

[Admin: To see other related posts, use the CAD tag or Integrator tag.]

Continue reading

UX: How do you set the Primary Organization via “createRecord”?


I’ve got a data source linked to a query which gets the value of the Primary Organization path for listing triPeople that’s working entirely as expected.

However, I’m having trouble setting the Primary Organization when creating a new record. Here’s the Save function… The console displays exactly what I expect, showing the Organization Path name under “primOrg”. However, when I check the record after creation, the Primary Organization is blank, with everything else filled in as I would expect. Am I going about this completely the wrong way?

When creating a record, the Primary Organization field is auto-populated from the current user’s primary org. What you can do is once the people record is created, you can update the primary org of the just-created record.

[Admin: To see other related posts, use the UX tag or UX Framework tag.]

Continue reading

Can you use system location in groups to control data access?


We are on TRIRIGA 3.5.2 and 10.5.2. I’ve recently noticed that in our security groups, there is now a “Location Name” field which is hidden. Is this a placeholder field for a future release? Or can we actually use this field to control data access?

No, record security is currently only supported on Geography and Organization. I am not aware of any current enhancements to add Location-based security.

[Admin: To see other related posts, use the Security Manager tag.]

Continue reading

Why can’t a non-Admin user see reservable spaces in organization?


We have some reservable spaces with system geography and system organization settings. A non-Admin user also has the same geography settings. There are security groups for reservations, and organizations and geography security groups are assigned to him. The geo and org security groups have the same geo and org as the space and profile. But the non-Admin user still isn’t able to see spaces.

He is only able to see them when the first level of the org hierarchy is provided in the group (i.e. \Organization). But as soon as the second level is given in the group, he isn’t able to see them. Can anyone help me on this? I think there is some issue in the org, but I don’t know exactly where it is.

[Admin: To see other related posts, use the Geography tag or Organizations tag.]

Continue reading

Why do queries that are expected to display data show nothing?


When running queries against records within the application, expected record results are not displayed. Why do queries that are expected to display data show nothing at all?

Within the application, we have a variety of different settings that can restrict a user’s access to record data. The user’s Security Group can restrict access to records at the module and BO level, but each use case is slightly different. 

Within every user-facing record, on the System tab, there are fields for System Organization, System Location and System Geography. These values operate in conjunction with similar fields on the Security Group and the User’s People record to allow and restrict access to records. 

The key is that as soon as the user is given a defined Organization, Location, and Geography, the fields on the System tab of their People record are populated. Once that happens, each record they create will be seeded with that information as well. So far, all is well and good, but those users who lack similar settings are now unable to see those newly created records, unless their System fields are the same as or located at a higher point in the hierarchy.

Another area to consider is the Security Group settings for Organization and Geography. If a user has no values set on their People record, the application can still restrict access by using the Security Group values. This can cause a problem as the Organization and Geography Security is defaulted to null in the as-shipped application. This essentially gives the security code no starting point for determining access and will not display records.

To recap, if the record data does not align with the data in the user’s People record, or the data in the user’s Security Group, the record will not be displayed. As mentioned, there are a couple of things to look for. As an Admin user, compare the user’s record data with the record that should be displayed, and correct any misaligned data. Also, in the Security Group, set the Organization and Geography to the root of each hierarchy by default. For additional details, please review the following TRIRIGA wiki article: Security Groups.

Continue reading

IV97700: Security group blocks calendar reservation information


We have a problem when we open a reservation from the calendar. It seems that when the user has a primary organization and he opens a reservation from My Calendar, the reservation window is opened, but it doesn’t show any information. However, if the user doesn’t have a primary organization, the reservation window is opened and it shows the information correctly.

When dealing with an organization, geography, and project security, you should use the user’s groups, not override groups. In Reserve, My Calendar, a user with an organization or geography is unable to open a reservation that was created. The security was not using the organizations or geographies from the user’s profile (groups) when determining the user’s access. Instead, it was using the overridden Reserve security group.

[Admin: To see other related posts, use the Reservation tag.]

Continue reading

How do you have a generic service plan for three organizations?


So I’m trying to figure out the best way to set this up. I have a service plan that has a facilities project template. In the facilities project template, I have three project tasks. In each of those project tasks, I have assigned a specific responsible organization by work group.

So my questions are: If I have three organizations that want to use this same service plan, but they want each of the project tasks to be specific to their responsible organization by work group, how can I just have one generic service plan to satisfy all three organizations? Is there any method to accomplish this requirement in TRIRIGA?

[Updated 06.23.17]

Alright, after some research, I found out the best way to have a generic request class, service plan, facilities project template, and project tasks is by setting up a service agreement for each service provider. And within each service agreement, by creating a service assignment matrix (SAM) for all the possible combinations of request class, customer organization, and location or geography.

Secondly, in the service plan, set the project and task assignment rule to “Auto-Assign to Service Provider”. This will ensure that the workflow fires to check for associated SAM matching records to set the responsible organization for the facilities project record, and the project tasks.

If possible, I would request for a service assignment matrix (SAM) order of precedence and process flow, because it is really confusing functionality. I had to basically deconstruct the workflow to understand which values were being retrieved by the request class, service plan, service agreement, and SAM. Does anyone else have thoughts on the SAM? And tips on how best to maintain it?

[Admin: This post is related to the 11.10.16 post about updating your existing service matrix records, the 09.02.16 post about clarifying how service matrix records are generated, and the 12.11.15 post about finding the process flow diagrams.]

Continue reading

Why doesn’t the SQL data match the viewed TRIRIGA application data?


Is anyone using the system organization for their security groups? We have noticed a problem to which IBM doesn’t seem to be giving enough any attention, and I’m wondering how many clients have even found this yet.

I posted the following statement in the IBM TRIRIGA forums hoping to get some attention. We are starting to notice a few areas where the SQL data doesn’t match what is viewed in the application. Here is an example:

  • (1) First, you need a query that displays a list of leases and one of the columns is the system org. (Make sure that column has a user filter.)
  • (2) Now, note the system org name on one of the records.
  • (3) Go to that org record. Edit the org name (for example, add “test” to the end of it), and activate the org record.
  • (4) Go back to that query.
  • (5) The system org displays the new value on the lease and in the query.
  • (6) Enter a user filter for “test” in the system org column. But the query doesn’t recognize the edit…

[Admin: The same question is also posted in the main Application Platform forum. This post is related to the 01.04.17 post about filters failing when using changed classification values. To see other related posts, use the SQL tag or Filter tag.]

Continue reading

IV93595: Workflows in selecting a work resource is not optimized


Go to Tasks > Manage Work Tasks > Work Task. Click Add for a new work task. Create the draft. Go to the Resources tab, and click Find Organization. Select Organization and click OK. The Resources page takes 6-8 seconds for it to refresh and be available to the user for further action.

This process is a synchronous process. The time it can take to perform the action can vary based on the number of records being selected.

[Admin: A similar article is posted in the IBM Support Portal about slow performance when selecting an organizational resource for a work task. This post is related to the 02.01.17 post about a long-running workflow that hangs the form, and the 02.06.17 post about the TRIRIGA Workflow Analysis Utility. To see other related posts, use the Synchronous tag or Performance tag.]

Continue reading