Re: Automated use of the Data Wizard to rename multiple Companies..
@ Joel, Yeah definitely it's a feature and not a bug. Apart from a current job failing, you do not want two different users trying to rename the same company two different ways from two different clients. Also you do not want two different companies renamed into the same name. So for the reason you mention and reasons like these, that lock feature seems to be a good implementation. It just makes it harder to automate renames though. I would argue that maybe its not something you want to automate and have a manual control when renaming companies because you most certainly do not want to mess up foundation data related to companies as that would affect an entire tenant. But it's a nice option to be able to automate it. Since we do have a requirement to rename a company if the name changes in another system (not AR System) since we are attempting to keep information across those two systems consistent, we were exploring the possibility of it happening without a human intervention. Looks like it will be possible with your idea but I have not had the time to work on it as yet. Cheers Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Thursday, October 02, 2014 6:28 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. Could be a feature, rather than a bug. If an update fails to complete, no more records should be processed until the cause of the failure is fixed. Or am I missing something? Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Thursday, October 02, 2014 2:48 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** I'm still looking at the option of an Escalation on the DLD:Lock table as suggested by Joel as it seems like it would work until a record fails to update through and through, where you'd get a lock created but not deleted. Never used Meta-Update - does it install over the AR System by installing a few forms etc.? Or is it a standalone tool that connects to the AR System database using the AR System API? Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Ben Chernys Sent: Thursday, October 02, 2014 2:28 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. This is the type of task that Meta-Update can do for you quickly and easily. Ben Chernys Senior Software Architect logoSthInc-sm Canada / Deutschland Mobile: +49 171 380 2329GMT + 1 + [ DST ] Email: Ben.Chernys_AT_softwaretoolhouse.com Web: http://www.softwaretoolhouse.com/ www.softwaretoolhouse.com We are a BMC Technology Alliance Partner Check out Software Tool House's free Diary Editor and our Freebies Section for ITSM Forms and Fields spreadsheet. Meta-Update, our premium ARS Data tool, lets you automate your imports, migrations, in no time at all, without programming, without staging forms, without merge workflow. Meta-Archive does ITSM Archiving your way: with your forms and your multi-tenant rules, treating each root request as the tree of data and forms that it is it is. Pre ITSM 7.6.04? Clarify? Roll your own? No problem! You can keep your valuable data! http://www.softwaretoolhouse.com/ http://www.softwaretoolhouse.com/ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tanner, Doug Sent: October-01-14 17:46 To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Tried it in the past, No Luck, Let me know if you find the secret. Thanks, Doug From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use
Re: Automated use of the Data Wizard to rename multiple Companies..
@ Carl, We are on ARS 7.6.04 Patch 5. Currently we are make doing with not being automatically able to rename companies, but its probably going to be my next task after loading People data to go back and create the workflow needed to rename companies. I was also thinking of creating a Stored Procedure (which I have in the past with the old Viadyne CRM product) and used it quite successfully and was able to rename the company in every form that it appeared in. It took a few minutes to run for each rename, which was expected, but worked well. Using a stored procedure, I would not be locked out of renaming a company just because another rename is happening somewhere else at the same time. It does however expose the system to a risk if another process uses that same workflow to rename two companies to the same name. However in our case here, since AIE will be the only process to use that specific form I have built for holding the data coming in from the other system, I am not that concerned about two or more users or processes conflicting each other. There will always be one rename at a time happening. But if the wizard works, I would ideally like to use that, as it will hopefully be transparent on upgrades where they would include the additional fields needed to rename if more Company fields get added to other parts of the application. With a Stored Procedure, there will be a need to maintain it during upgrades. Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Carl Wilson Sent: Friday, October 03, 2014 3:35 AM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. Hi Joe, Not sure what version you are on, but I recently had one the AI gurus (he did an awesome job) on a project (8.1) whip up a Data Wizard that updated from a spreadsheet i.e. 2 columns = Old Value, New Value - as we need to change the casing on the values in the system from upper to Pascal. This did Support Groups, Cats, etc, and can be expanded to do more (not sure how much more he added after) - so effectively we have a Data Wizard in AI/Pentaho that can perform multiple value updates. The thing to note is that during this build and reverse engineering of the BMC Wizard, there were a number of forms that were missed completely by BMC that actually require updating to be a complete solution. _ Kind Regards, Carl Wilson From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: 02 October 2014 09:32 To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** That seems like a reasonable idea. I'll need to give that some thought. Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created
Re: Automated use of the Data Wizard to rename multiple Companies..
Hi Joe, Not sure what version you are on, but I recently had one the AI gurus (he did an awesome job) on a project (8.1) whip up a Data Wizard that updated from a spreadsheet i.e. 2 columns = Old Value, New Value - as we need to change the casing on the values in the system from upper to Pascal. This did Support Groups, Cats, etc, and can be expanded to do more (not sure how much more he added after) - so effectively we have a Data Wizard in AI/Pentaho that can perform multiple value updates. The thing to note is that during this build and reverse engineering of the BMC Wizard, there were a number of forms that were missed completely by BMC that actually require updating to be a complete solution. _ Kind Regards, Carl Wilson From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: 02 October 2014 09:32 To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** That seems like a reasonable idea. I'll need to give that some thought. Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe _ARSlist: Where the Answers Are and have been for 20 years_ _ http://www.avast.com/ This email is free from viruses and malware because avast! Antivirus http://www.avast.com/ protection is active. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_
Re: Automated use of the Data Wizard to rename multiple Companies..
That seems like a reasonable idea. I'll need to give that some thought. Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe _ARSlist: Where the Answers Are and have been for 20 years_ _ http://www.avast.com/ This email is free from viruses and malware because avast! Antivirus http://www.avast.com/ protection is active. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Automated use of the Data Wizard to rename multiple Companies..
Doug, You mean you tried Joel's approach? What was the result? Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tanner, Doug Sent: Wednesday, October 01, 2014 11:46 AM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. Tried it in the past, No Luck, Let me know if you find the secret. Thanks, Doug From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe _ARSlist: Where the Answers Are and have been for 20 years_ _ http://www.avast.com/ This email is free from viruses and malware because avast! Antivirus http://www.avast.com/ protection is active. _ARSlist: Where the Answers Are and have been for 20 years_ This email is subject to certain disclaimers, which may be reviewed via the following link. http://compass-usa.com/Pages/Disclaimer.aspx. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Automated use of the Data Wizard to rename multiple Companies..
This is the type of task that Meta-Update can do for you quickly and easily. Ben Chernys Senior Software Architect logoSthInc-sm Canada / Deutschland Mobile: +49 171 380 2329GMT + 1 + [ DST ] Email: Ben.Chernys_AT_softwaretoolhouse.com Web: http://www.softwaretoolhouse.com/ www.softwaretoolhouse.com We are a BMC Technology Alliance Partner Check out Software Tool House's free Diary Editor and our Freebies Section for ITSM Forms and Fields spreadsheet. Meta-Update, our premium ARS Data tool, lets you automate your imports, migrations, in no time at all, without programming, without staging forms, without merge workflow. Meta-Archive does ITSM Archiving your way: with your forms and your multi-tenant rules, treating each root request as the tree of data and forms that it is it is. Pre ITSM 7.6.04? Clarify? Roll your own? No problem! You can keep your valuable data! http://www.softwaretoolhouse.com/ http://www.softwaretoolhouse.com/ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tanner, Doug Sent: October-01-14 17:46 To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Tried it in the past, No Luck, Let me know if you find the secret. Thanks, Doug From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe _ARSlist: Where the Answers Are and have been for 20 years_ _ http://www.avast.com
Re: Automated use of the Data Wizard to rename multiple Companies..
I'm still looking at the option of an Escalation on the DLD:Lock table as suggested by Joel as it seems like it would work until a record fails to update through and through, where you'd get a lock created but not deleted. Never used Meta-Update - does it install over the AR System by installing a few forms etc.? Or is it a standalone tool that connects to the AR System database using the AR System API? Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Ben Chernys Sent: Thursday, October 02, 2014 2:28 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. This is the type of task that Meta-Update can do for you quickly and easily. Ben Chernys Senior Software Architect logoSthInc-sm Canada / Deutschland Mobile: +49 171 380 2329GMT + 1 + [ DST ] Email: Ben.Chernys_AT_softwaretoolhouse.com Web: http://www.softwaretoolhouse.com/ www.softwaretoolhouse.com We are a BMC Technology Alliance Partner Check out Software Tool House's free Diary Editor and our Freebies Section for ITSM Forms and Fields spreadsheet. Meta-Update, our premium ARS Data tool, lets you automate your imports, migrations, in no time at all, without programming, without staging forms, without merge workflow. Meta-Archive does ITSM Archiving your way: with your forms and your multi-tenant rules, treating each root request as the tree of data and forms that it is it is. Pre ITSM 7.6.04? Clarify? Roll your own? No problem! You can keep your valuable data! http://www.softwaretoolhouse.com/ http://www.softwaretoolhouse.com/ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tanner, Doug Sent: October-01-14 17:46 To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Tried it in the past, No Luck, Let me know if you find the secret. Thanks, Doug From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish
Re: Automated use of the Data Wizard to rename multiple Companies..
Could be a feature, rather than a bug. If an update fails to complete, no more records should be processed until the cause of the failure is fixed. Or am I missing something? Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Thursday, October 02, 2014 2:48 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** I'm still looking at the option of an Escalation on the DLD:Lock table as suggested by Joel as it seems like it would work until a record fails to update through and through, where you'd get a lock created but not deleted. Never used Meta-Update - does it install over the AR System by installing a few forms etc.? Or is it a standalone tool that connects to the AR System database using the AR System API? Joe _ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Ben Chernys Sent: Thursday, October 02, 2014 2:28 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. This is the type of task that Meta-Update can do for you quickly and easily. Ben Chernys Senior Software Architect logoSthInc-sm Canada / Deutschland Mobile: +49 171 380 2329GMT + 1 + [ DST ] Email: Ben.Chernys_AT_softwaretoolhouse.com Web: http://www.softwaretoolhouse.com/ www.softwaretoolhouse.com We are a BMC Technology Alliance Partner Check out Software Tool House's free Diary Editor and our Freebies Section for ITSM Forms and Fields spreadsheet. Meta-Update, our premium ARS Data tool, lets you automate your imports, migrations, in no time at all, without programming, without staging forms, without merge workflow. Meta-Archive does ITSM Archiving your way: with your forms and your multi-tenant rules, treating each root request as the tree of data and forms that it is it is. Pre ITSM 7.6.04? Clarify? Roll your own? No problem! You can keep your valuable data! http://www.softwaretoolhouse.com/ http://www.softwaretoolhouse.com/ From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tanner, Doug Sent: October-01-14 17:46 To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Tried it in the past, No Luck, Let me know if you find the secret. Thanks, Doug From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form
Re: Automated use of the Data Wizard to rename multiple Companies..
Tried it in the past, No Luck, Let me know if you find the secret. Thanks, Doug From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joel Sender Sent: Tuesday, September 30, 2014 8:04 PM To: arslist@ARSLIST.ORG Subject: Re: Automated use of the Data Wizard to rename multiple Companies.. ** Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.netmailto:jdsen...@earthlink.net 310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe _ARSlist: Where the Answers Are and have been for 20 years_ [http://static.avast.com/emails/avast-mail-stamp.png]http://www.avast.com/ This email is free from viruses and malware because avast! Antivirushttp://www.avast.com/ protection is active. _ARSlist: Where the Answers Are and have been for 20 years_ This email is subject to certain disclaimers, which may be reviewed via the following link. http://compass-usa.com/Pages/Disclaimer.aspx. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Automated use of the Data Wizard to rename multiple Companies..
Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Automated use of the Data Wizard to rename multiple Companies..
Joe, Perhaps a staging form is needed: 1. Instead of trying to submit into DLD:SYS:DataWizAction, create a Staging form that can accept all the rename requests generated. It should contain the data you would push. 2. An Escalation on DLD:Lock runs if the Lock is OFF; to push a trigger [i.e. Status(7)=Go] to the 'first record found' in the Staging form. 3. Pushing the trigger to the Staging form starts the rename process filters, including the Lock that will prevent the next escalation from firing too soon. HTH, Joel Joel Senderjdsen...@earthlink.net310.829.5552 From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Joe D'Souza Sent: Tuesday, September 30, 2014 4:12 PM To: arslist@ARSLIST.ORG Subject: Automated use of the Data Wizard to rename multiple Companies.. ** Has anyone attempted this? Here is the challenge. I had attempted to use that Data Wizard to automatically rename a bunch of companies if the name in the AR System did not match the name for the same company from another system - both these systems related the Company records by the Corporate ID, which is the PK between the two systems for Company records. Just for the records the other system is not an AR System based system. So I have a AIE job looking up that other system, reading new company records or modifying existing company records. All this works fine except for the Company name (which is not a simple update to just the COM:Company form only. To update the bunch of other forms that may contain a Company field, for Company name changes I was using the Data Wizard in my workflow. However, the design of the Data Wizard is to process a single rename at a time and to lock the Wizard until that rename is done by creating a record in the DLD:Lock form. This lock record does not allow another record to be created in the DLD:SYS:DataWizAction form, if a lock record exists in the DLD:Lock form. The only way to rename a bunch of companies then is to individually rename each qualifying record. So obviously, I have to reconsider my previous attempt to push a record in the DLD:SYS:DataWizAction form, as after the first record is pushed there, if there is another that the AIE job encounters that qualifies for a rename, it would fail to push a record in the DLD:SYS:DataWizAction form. How would you'll handle this if you'll were tasked to do the same thing considering that I cannot have it done simultaneously as the AIE job runs, but build a list of renames that need to be done, and then work individually on each record. Escalations would probably not be a mechanism to accomplish this as an Escalation would run over the whole list of companies to be renamed and attempt to create DLD:SYS:DataWizAction records one after the other and all records after the first record, subsequent records would fail. I was then thinking of some sort of a Filter loop or a server side table walk but have not got through that whole thought process yet... Any other possibilities I might be not looking at? My last option would be manually triggering each rename because I would like as little human intervention in the process as is possible - IF possible.. Cheers Joe _ARSlist: Where the Answers Are and have been for 20 years_ --- This email is free from viruses and malware because avast! Antivirus protection is active. http://www.avast.com ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
