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Presenter: Ken Rodas
Start Centres Best Practices
Agenda
• Start Centre Contents Overview
• Best practices: less is more
• Start Centre editing approaches
• Portlet Queries Best Practices
• New Start Centre features in Maximo 7.6
• Demo: Creating an efficient Start Centre
• Q&A
Start Centre Contents Overview
Best Practices
Best Practices
1. Make the content relevant
2. Limit the number of query-based portlets
3. Leverage Indexes on the Transaction Tables and Portlet tables
4. Display records requiring attention from the currently logged-in user
Make the Content Relevant
• Limit the number of columns displayed in portlets
• Summarize result sets with graphs
• Be selective about the “Quick Insert” portlet
– May lead to creation of unnecessary records
– Business should verify that the user’s role requires this functionality
Limit the number of query-based portlets
• Query-based portlets include:
– KPI Graphs and Lists
– Result Sets
• Four or less portlets per Template
• Limit the number of columns displayed between 3 –5 (essential information only!)
• Multiple Start Centres, few portlets
Leverage Indexes on Transaction and Portlet Tables• Index: data structure that improves the speed of data
retrieval operations on a database
• There should be an index on LAYOUTID for all Start Centre portlet configuration tables
• Apply more indexes as needed
• Delete Start Centre records for inactive users
– The user’s Start Centre data is not deleted when the user record is deleted or set to INACTIVE
Source:https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20Maximo%20Asset%20Management/page/Start%20Center%20best%20practices
Table Description
SCTEMPLATE Templates and presentation XMLs
SCCONFIG Start Centre given to a user based on group and template
LAYOUT Configuration for a given start centre
INBXCONFIG Configuration of an inbox portlet
ACTIONCFG Configuration of a quick insert portlet
FACONFIG Configuration for a favorite applications portlet
KPILCONFIG Configuration of records related to KPIMAIN records (i.e. which KPIs)
KPIGCONFIG Configuration of records related to KPIMAIN records (i.e. which KPIs)
RSCONFIG Configuration of result set portlets
REPORTLISTCFG
Configuration of records related to REPORT (i.e. which reports belong to which app)
Display records requiring attention
• Portlet: “Inbox/Assignments”
– Relates to Workflow Assignments only
• Can also be set as a result set if Workflow is disabled or not sending assignments
Start Centre Editing Approaches
Generate Templates and allow changes
Pros Cons
Users get exactly what they want Updates to templates will cause re-work for the user
Users may not follow best practices and apply inefficient queries
Support and Troubleshooting becomes a challenge
All editing options available to all users
Generate Templates and do not allow changes
Pros Cons
Consistency across user base No flexibility for users
Simplified support and Troubleshooting
Performance can be managed better
No editing available
Hybrid: generate templates and provide users with a whiteboard they can use
Pros Cons
Users get what they want Additional configuration required (security groups)
Consistency across major Start Centres Support and Troubleshooting
Users may not follow best practices and apply inefficient queries
Limited, local editing available
Portlet Queries Best Practices
Portlet Queries Best Practices
1. Use the Application’s Default Query
2. Use membership conditions
3. Use ‘select 1’ when joining tables
4. Avoid UNION and use UNION ALL
5. Embrace regular expressions
Goal: Reduce loading time, improve readability
Application Default Query
• Additional to your desired query
• Filters out most irrelevant records (e.g. closed WOs, resolved defects)
Work Order Tracking
Use membership conditions
• Membership condition: query clause that tests a value for membership in a list of values or subquery
– status in (“ALL SEARCH VALUES HERE”)
• By default, Maximo uses multiple OR’s
– status = ‘VALUE1' or status = ‘VALUE2' or status = ‘VALUE3'
(status = 'APPR' or status = 'CAN' or status = 'INPRG' orstatus = 'ACTIVE')
status in ('APPR', 'CAN', 'INPRG', 'ACTIVE')
=
Joins in Where clauses
• Use ’select 1’– Displays rows related to desired field only
• Avoid using ’select *’
exists (select 1 from maximo.ASSET whereassetnum = WORKORDER.assetnum and siteid = WORKORDER.siteid)
Embrace regular expressions
• Regular Expression: sequence of characters that define a search pattern.
• Utilized for pattern matching with strings
• Useful for matching complex patterns
‘Ste(v|ph)en’ -> regular expression that indicates all fields containing ‘Steven’ or ‘Stephen’
Source:
https://docs.oracle.com/cd/B12037_01/server.101/b10759/conditions018.htm
persongroup like '%ENG%' or persongroup like'%EMAIL%' or persongroup like '%SECURITY%' orpersongroup like '%OFFICE%'
regexp_like(persongroup, 'ENG|EMAIL|SECURITY|OFFICE')
=
New Start Centre features in Maximo 7.6
New Start Centre Features in 7.6
• Sidebar Navigation
• Download Result Set results in CSV format
– maxAttributeCFG.title
• Truncate text in Result Sets
– webclient.shortenportlettext
Sidebar Navigation
• Maximo-wide feature
• Highlight: My Recent Applications
– Displays a list of the most recently used applications
– System property webclient.maxRecentApps• Increase/decrease number of applications stored
Download Result Set results in CSV Format
• Similar to downloading from list view in any Application
• Labels display maxAttributeCFG.title system property
• Available on version >= 7.6.0.4
Truncate Text in Result Sets
• Prevents horizontal scrolling in the Start Centre
• System property: webclient.shortenportlettext
• Default value is false
Demo – Creating an efficient Start Centre