OSIS Recent Feature Additions

As OSIS continues to grow and improve, we sometimes lose pace with emphasizing our new features and how users can take advantage of them to improve their users’ experiences.  As one part of our effort to fix that, we recently conducted a series of webinars with our partner Avatech Solutions to emphasize some of the recent features added to OSIS.  While many people were able to attend, others were not, and we want to share what was discussed.

As many people joked on the webinars, it is the longest anyone has ever seen me stay in the presentation and out of the product.  Well, this is the reason why – so that I have a ready made presentation with lots of information and references to share with you.

As always, please feel free to get in touch with any questions or if you simply want to see this stuff in action.  We can either do a call and web meeting or I can get you a login to our demo site to play with it yourself.

I hope you find something you never knew was there!

What’s New in ARCHIBUS 18.2

The New Condition Assessment Activity

The condition of your building and equipment including their outstanding deficiencies and deferred maintenance liabilities affect their value and their ability to support your business. The Condition Assessment activity lets you manage this cost and risk. This Web-based application coordinates teams to assess the conditions of even very large and dispersed real estate holdings.

Manage Assessment Items

It ensures completeness of coverage by assigning assessors specific checklists of tasks within the assessment program, and it accepts reports from both hand-held devices and Web forms.  The activity presents analyses of your assessment items based on their importance to safety, risk to the organization, or drag on the organization’s mission.  It then puts these assessment items directly into action – by grouping them into capital packages for funding and by creating On Demand Work requests to route the task to in-house or out-sourced teams.

Enhanced Preventive Maintenance Activity

There are significant improvements to improve the speed, process efficiency, and accuracy of preventive maintenance.

Scheduling Equipment In-bulk

You can now assign procedures to multiple pieces of equipment and define PM schedule rules for multiple equipment-procedure combinations.

Service-level Agreements

You can assign pre-defined Service Level Agreement to preventive maintenance requests.  The Service Level agreement can automatically route the work to the proper craftsperson, enforce rules for time to respond to the issue, and automatically issue the work request if that is desired.

Scheduled Generation

You can automatically generate Work Orders for Preventive Maintenance Work Requests according to a set of rules that you define.

Load Balancing

You can edit schedules directly from the 52-week PM Work Schedule report in order to balance the workload for trades.

Planning Board

You can also use the Planning Board to schedule Preventive Maintenance Work Requests to craftspersons just the same as you schedule On Demand Work Requests.

New Web Central Features & Improvements for V.18.2

Data Transfer Action

A Data Transfer action lets you move data into and out of Web Central using Excel spreadsheets and csv files.  Use this feature for transfers, backups, offline data development by admins or services providers, and countless other uses.

The action has:

  • Options to compare new, updated, and removed items between data sets both before and after you invoke the command.
  • An error log to flag any records that could not be imported because they violated business rules.
  • An optional Transfer Status field that lets you use the Web Central Smart Search console to filter on the inserted, updated, deleted, no change, or missing (that is not in the imported set).

Export Action

ARCHIBUS still supports the Export action, which also can export to XLS format.  The distinction is that:

  • Data Transfer exports data in accurate machine-transferrable format (e.g. dates use ISO format, enumerations use the  language-independent stored value)
  • Export exports data in human-readable format (e.g. dates use the current user’s locale, enumerations use the translated display value of the user’s chosen language, etc.)

Data Management & Technical Enhancements

Cascading Update and Delete

Some changes need to cascade between tables.  For instance, if you rename a Department Code, you want that change to cascade to any rooms, equipment, work requests, and so forth assigned to that department.
Previously, you could only perform cascading updates and deletions in Sybase databases or in the Windows Client/Server projects.  With V.18.2, you can perform them in Web Central on Oracle and Microsoft SQL Server Projects as well.

Merge Command

This form prompts for an old primary key and a new one, and merges all child records for the old key (e.g. Building “HQ”) beneath the new one (e.g. Building “HCN”).  The command then removes the record with the old key. The effects of the command are similar to a cascading update, however, the new value can already exist.

The command is useful for when you reorganize your space hierarchy, organizational hierarchy, or standards codes, and you wish to merge two categories into one without losing the assignments of the child records within that category.  Without this command, you have to move the child records table by table.

OSIS 2.8 – Sneak Peek – Report Quick Sort

Sorting’s back. Many versions ago (7 or so) OSIS supported user sorting in it’s reports. Of course back then reports were completely different than they are now. Finally, this simple ability is back so that end users can once more re-sort a report on the fly.

Download the full resolution video of this feature here: OSIS 2.8 – Sneak Peek – Report Quick Sort

OSIS 2.8 – Sneak Peek – Report Quick Filters

This will be the first post in a series highlighting up and coming features in our next release of OSIS (currently identified as OSIS 2.8.) We are excited about the next release as we introduce new functionality to streamline access to data, continue to polish features, and further enhance the core of the application (behind the scenes under the cover stuff) for even better performance.

The first feature in this series we’ve coined as Report Quick Filters. This is a new feature similar to the currently available filtering ability in OSIS but way more user friendly and a lot quicker to use. Additionally, for system managers these are very easy to implement in your environment for your existing reports: simply turn them on for a given field in a report. Of course there are advanced features you can use if you so desire such as filter linking so that one set of filter criteria restricts another. e.g., A building selection restricts a list of departments.

Some key features of filters:

  • Auto filter setting uses the system determined filter style. This can be overridden should you choose to do so.
  • Some filter controls include:
  • Date picker
  • Multiple selection check boxes
  • Free form input box
  • Drop down boxes
  • Ability to link one filter to the next so that a selection from one restricts the choices in another
  • IAC applies to filters and filter lists
  • Add descriptions to your filters to help guide the user.

Download the full resolution video of this feature here: OSIS 2.8 – Sneak Peek – Quick filters

New In OSIS 2.6 – Feature Spotlight – Custom Reports Framework – Part III

In this article we will learn how to turn the report we created in Part II into a OSIS Portlet.

dw_blogpost_552_001

The Report Transformed Into a Portlet

An OSIS portlet is simple in structure and consists of the following pieces:

  • A database record describing the portlet (stored in the osis_portlets table)
  • A file stored in the osis/cfm/portlets directory that acts as a container for the portlet
  • A file or set of files that contain the content of the portlet. This content could be a custom SWF file, some ColdFusion code, content from other systems (e.g. a Twitter feed), or in the context of this article an OSIS report

Read the rest of this entry »

OSIS Quick Tip – Making Report URL Parameters Application Defaults

OSIS has many ways in which different aspects can be tailored for specific uses. Some are set per project, for the application, or per component. One of the methods for customization is to use URL based switches to quickly alter the appearance of reports for use in email links or other direct linking scenarios. For example: If I was to use a report link embedded in an email message I may use the “dt=0″ parameter to hide the report toolbar or the “dr=0″ parameter to hide the report restriction indicator that is displayed by default at the top of each report.

This works well for specific use scenarios but what if I wanted to apply the setting application wide such that no report displays the restriction indicator or no report displays the project name in the report title? The answer: Set them in your Application.cfm file.

For the example above in the OSIS Application.cfm file after the line you can add the settings for the variables using the URL scope:

<cfset url.dpd = 0 />
   <cfset url.dr = 0 />

The Original Report

The Modified Report

New In OSIS 2.6 – Feature Spotlight – Custom Reports Framework – Part II

In Part I I introduced the concept of custom reports and how they are implemented in OSIS 2.6.  In Part II I’ll outline the actual customization (ie., code content) of the report. The sample provided with osis 2.6 generates a Tag Cloud of the count of rooms per division. The larger the division text on your screen the more rooms from that division are in your inventory.

In this installment we will create a custom graph representing the same set of data.

The Final Report

The Final Report

Read the rest of this entry »

Revised Search

Search is a big part of our internet lives and a large part of finding information related to OSIS, ARCHIBUS, and our services amongst Idisis’ various web sites. In order to help we are introducing a unified search approach using Google Custom Search. This will allow you to search for information across all our various sites from the search box present on all our sites.

Additionally, a standard search only page can be found by following this link: Idisis Search. From here you have access to a simple interface to search for information on any of our sites including the OWIKI (OSIS Help), our main web site, and our Blog (knowledge base).

Below is a sample from our OWIKI. Notice the links at the top of the search results, these will allow you to further refine your search via a single click.


Here is a sample from our blog site. Notice the results are identical to the search on our WIKI.


We will continue to refine and enhance the search to make it as easy as possible to get to the information you need and would appreciate any feedback.

Let us know what you think!


OSIS Cookbook – Adding a Quick Select List To a Report

Recently, while working on a feature for next release of OSIS I started thinking about how similar functionality could be achieved via existing versions of OSIS.  In this case I am refering to the ability to add a quick pick type filter to an OSIS report.  Here is what I came up with.

The Final Result

The Final Result

Requirements

  • OSIS 2.4 or greater
  • Experience in creating OSIS reports
  • Knowledge of Javascript and SQL would be helpfull

Overview

The basic method was to utilize two standard OSIS reports, using one for the content of the main report with the chart while using the other to drive the pick list.  I threw in a little html and Javascript kung-fu to make each work in conjunction with each other.

Read the rest of this entry »

Deploying Web Central Across Various Platforms

The setup and configuration of the ARCHIBUS Web Central application is well documented on the Windows platform. In fact, many who do not want to go through the trouble of setting up its Tomcat web server will usually opt for the self-deploying executable that guides the administrator through the setup of the Java Runtime Environment (JRE), Apache Tomcat, and the Web Central application at the command of a single mouse click.

Though the ARCHIBUS application client is ultimately tied to the Windows platform, the web client is based on Java technology and impartial in regards to its Operating Systems (OS) and the browsers that may consume it. Essentially, one may find themselves running their database on a Sun Solaris OS while hosting Web Central on a Mac OS (can’t wait until the release of Snow Leopard!) and serving up the solution to Linux users via the Google Chrome browser.

The following steps will outline an overview for configuring Web Central on a Unix platform which encompasses different flavors such as Linux, Solaris, Irix, Ubuntu and Mac OS.

First, we can no longer deploy Web Central via a Windows executable. If the idea of this causes you to squirm, then just understand that this can be done but leave the how part to your system administrator.

Secondly, we must ensure that JRE and Apache Tomcat are installed as standalones on your system as per documentation of the software. I will mention that close attention must be paid to the environment variables such as [JAVA_HOME]. For example, Solaris demands that the path be set via the command prompt while Mac OS recommends the creation of an environment.plist.

Configuring environment variable JAVA_HOME on Mac (01)

Configuring environment variable JAVA_HOME on Mac (01)

Please note that this can be done on either the root or per user profile. Java path may vary depending on the location chosen for the install of the JRE. Furthermore, OS such as Solaris is case-sensitive even at the folder level.

Configuring environment variable JAVA_HOME on Mac (02)

Configuring environment variable JAVA_HOME on Mac (02)

To ensure that the Web Central files are properly deployed by your Tomcat engine, the archibus.war package must be placed at the following location:

\tomcat\webapps\

Finally, we must configure the Tomcat engine to include a runtime command that ARCHIBUS has embedded within the Windows batch file. For those running Tomcat version 5.x, this configuration file is called catalina.sh. A memory specification must be declared to properly instruct resource allocation for the orderly execution of the application. The example below assumes that the server has 1 GB of memory readily available for the application.

Configuring Catalina.sh

Configuring Catalina.sh

Of course, make sure that your afm-projects.xml and afm-secure.xml are configured based on your project and database settings.

Start up Tomcat in your terminal:

./startup.sh

If for any reason, your Tomcat server and the ARCHIBUS application do not deploy, check the error messages captured in \tomcat\logs\*.logs and \tomcat\webapps\archibus\WEB-INF\config\archibus.log respectively.

Web Central on Sun Solaris

Web Central on Sun Solaris

Software used in this setup:

Java Runtime Environment (JRE) 1.5.0_16

Apache Tomcat 5.5.27

ARCHIBUS Web Central 17.3.3.031

Oracle DB Server 10 R2

Mac OS X 10.5.6

Solaris 10 update 2

Ubuntu 8.10