Teri’s Tips, Tricks, & Tools Session 1 02/19/2016 TIP: Default Groups Applies to: New or existing users Platform: Web/LAN Benefit: All detail pages (entities) in LAN or WEB build based on a group. When entities have defined groups

that are SMALLER in record count this significantly decreases the page load speed since a smaller set of records has to be loaded before the page can display.

Notes: Always set the groups to a smaller set, like a MY group or latest. The ‘ALL’ groups should be avoided. The main considerations for most users will be Account, Contact, Opportunity, Lead, and Ticket. All users, including admin, should have entity groups defined. Users can set their own in Tools > Options > Lookups & Groups. Admin can set groups in the Administrator program under each user profile. LAN user:

WEB user: Caveat: web users MUST set their own default groups as it is stored in a web configuration file within the web client. This means that the settings are LOGGED-IN user specific. Notice that the default for a new user comes in with the ‘ALL’ group selected. This NEEDS to be changed!

ADMINISTRATOR user profile: Open a user profile > Client Settings tab These settings ONLY apply to a LAN user.

TRICK: Account Hierarchy in the web Applies to: Web Platform: Web (LAN is automatically installed) Benefit: Ability to link parent and child accounts and view the cascading treeview based on the connection Notes: This is available in a bundle for the web. Just ask us and we can apply with a very small labor cost. The bundle is FREE! Views:

Horizontal Toolbar Account View:

Treeview:

TOOL: Infor CRM Performance tool Located at: https://github.com/Saleslogix/SLXSupportTools/releases Applies to: Database Platform: Web/LAN Benefit: Performance enhancements, system cleanup, retired user cleanup, index cleanup, speedsearch index

cleanup, and more. Notes: This tool is LOADED!! Runs on the application server or server that houses speedsearch. IMPORTANT: Make sure the tool is extracted to the root of C: in a folder specifically named ‘PerformanceTool’. Login process:

SQLserver drop down: Select server that contains the SQL server database

User: sysdba user is preloaded, sa can be used Password: current sysdba password (Click on Load databases) Database: Select your database from drop down

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Indexes: (advanced skill) Always update indexes during off-hours and take

a database backup prior to making changes.

Groups: This option will assist you in removing older groups and those associated with a retired user. This tool will allow you to assign a new owner to a group if current owner is retired.

Speedsearch tables: This area can greatly reduce speed when entering a new contact/account or general searches. The web client is especially sensitive to the size of the table. If the row count is higher than 10,000 it is recommended to truncate the table to reduce the number of records.

Content Expiration (web): This area is explicitly web related. This reduces the cache created as users navigate the client by ignoring the cache requests on static areas of the web pages and only updates the cache based-on a date related condition rather than a user click. This can reduce page load speeds. This is a user-side cache tool.

Precompile (web): This tool allow the system to pre-build the cache for users. This is especially beneficial after an IISReset or server restart that cause a VERY slow page build for the first time a user logs in afterwards. This is related to the cache from the previous tab. Using this tool will pre-build that cache and make the cache rebuild invisible to the user. There is an

additional button that will build a batch file for precompile that can be triggered from a scheduled task. Suggested use is scheduling a periodic iisreset then following that with a pre-compile to keep your systems clean and running smoothly. This builds the server-side cache to allow users a faster experience.

Logging: This tab shows changes and details gathered from the tool and will allow you to review items in detail and export if needed.