opendeals and openrevenue are the two OOB fields on Account in CRM 2015 Online. Field level security is turned on by default for these fields.
However, I'm not able to edit Update and Create privileges on these fields in Field Level Security. The drop-down to assign the right privilege is deactivated?
Is this a known issue or is it supposed to be this way?
That's because they are rollup fields (MSDN ref), which are handled by the system itself.
Rollup attributes
Because rollup attributes persist in the database, they can be used for filtering or sorting just like regular attributes. Any kind of process or plug-in will use the most recently calculated value of the attribute. Rollup attribute values are calculated asynchronously by scheduled system jobs. Administrators set when a job is run or pause the job. By default, each attribute is updated hourly.
When a rollup attribute is created or updated a Mass Calculated Rollup Fields job is scheduled to run in 12 hours. The 12-hour delay is intended to perform this resource intensive operation during a time that will affect users the least. After the job completes, the next time it is scheduled to run will be 10 years in the future. If there is a problem with the calculation, this will be reported with the system job.
Locate the system job in Settings > System Jobs to find any errors with rollup fields.
Related
Our team uses Spotfire to host online analyses and also prepare monthly reports. One pain point that we have is around validation. The reports are all prepared reports, and the process for creating them each month is as simple as 1) refresh the data (through Infolink connected to Oracle) and 2) Press button to export each report. The format of the final product is a PDF.
The issue is that there are a lot of small things that can go wrong with the reports (filter accidentally applied, wrong month selected, data didn't refresh, new department not grouped correctly, etc.) meaning that someone on our team has to manually validate each of the reports. We create almost 20 reports each month and some of them are as many as 100 pages.
We've done a great job automating the creation of the reports, but now we have this weird imbalance where it takes like 25 minutes to create all the reports but 4+ hours to validate each one.
Does anyone know of a good way to automate, or even cut down, the time we have to spend each month validating the reports? I did a brief google and all I could find was in the realm of validating reports to meet government regulation standards
It depends on 2 factors:
Do your reports have the same template (format) each time you extract them? You said that you pull them out automatically so I guess the answer is Yes.
What exactly are you trying to check/validate? You need to have a clear list on what are you validating. You mentioned month, grouping, data values (for the refresh)). But the clearer the picture you have for validation, the more likely the process can be fully automated.
There are so called RPA (robot process automation) tools that can automate complex workflows.
A "data extract" task, which is part of a workflow, can detect and collect data from documents (PDF for example).
A robot that runs on the validating machine can:
batch read all your PDF reports from specified locations on your computer (or on another computer);
based on predefined templates it can read through the documents for specific fields that you specify (through defined anchors on the templates) and collect the exact data from there;
compare the extracted data with the baseline that you set (compare the month to be correct, compare a data field to confirm proper refresh of the data, another data field to confirm grouping, etc.);
It takes a bit of time to dissect the PDF for each report template and correctly set the anchors but then it runs seamless each time.
One such tool I used is called Atomatik. It has a studio environment where you design the robot (or robots) and run the process.
I see that any updates to scheduled script execution is not captured in the update set.
What is the criteria to have changes captured?
Can we manually configure the list of items to be and not to be captured in updates set.?
Tables with the attribute update_synch set to true are captured in update sets. This is the attribute set on the collection entry in sys_dictionary.
Scheduled script execution definitions (sysauto_script) should actually be captured in update sets, but the actual sys_trigger record which actually causes the scheduled script to be executed per the schedule is NOT update_synch'd, and that's by design. The sys_trigger table is modified heavily by the actual scheduler service (e.g. resetting next action on every execution, run once jobs created and destroyed for things like workflow timers)
Technically, you could add the update_synch attribute to a sys_dictionary collection entry to cause it to be captured by update sets, but that is highly ill-advised, unless you really know what you're doing.
You can manually add non-update-synch'd records to your update set ad-hoc by way of a script described on the servicenowguru website.
Is there a way in PowerCenter 9.1 to get the number of inserts, deletes and updates after an execution of a session? I can see the data on the log but I would like to see it in a more ordered fashion in a table.
The only way I know requires building the mapping appropriately. You need to have 3 separate instances of the target and use a router to redirect the rows to either TARGET_insert or TARGET_update or TARGET_delete. Workflow Monitor will then show a separate row for the inserted, updated and deleted rows.
There are few ways,
1. You can use $tgtsuccessrows / $TgtFailedRows and assign it to workflow variable
2. Expression transformation can be used with a variable port to keep track of insert/update/delete
3. You can even query OPB_SESSLOG in second stream to get row count inside same session.
Not sure if PowerCenter 9.1 offers a solution to this problem.
You can design your mapping to populate a Audit table to track the number of insert/update/delete's
You can download a sample implementation from Informatica Marketplace block titled "PC Mapping : Custom Audit Table"
https://community.informatica.com/solutions/mapping_custom_audit_table
There are multiple ways like you can create a assignment task attach this assignment task just after you session once the session complete its run the assignment task will pass on the session stats from session to the workflow variable defined at workflow level, sessions stats like $session.status,$session.rowcount etc and now create a worklet having a mapping included in it, pass the session stats captured at workflow level to the newly created worklet and from worklet to the mapping, now once the stats are available at mapping level in the mapping scan these stats (using a SQL or EXP transformation) and then write these stats to the AUDIT table ... attach the combination of assignment task and worklet after each session and it will start capturing the stats of each session after the session completes it run....
I'm not sure whether I need a way to lock records returned by the context or simply need a new approach.
Here's the story. We currently have a small number of apps that integrate with our CRM. Some of them open a XrmServiceContext and return a few thousand record to perform updates. These scripts are calling SaveChanges along the way but there will still be accounts near the end that will be saved a couple of minutes after the context return them. If a user updates the record during this time, their changes are overwritten by the script.
Is there a way of locking the records until the context has saved the update back or is there a better approach I should be taking?
Kit
In my opinion, this type of database transaction issue is what CRM is currently lacking the most. There is no way to ensure that someone else doesn't monkey with your data, it's always a last-one-in-wins world in CRM.
With that being said, my suggestion would be to only update the attributes you care about. If you're returning all columns for an entity, when you update that entity, you're possibly going to update all the attributes of the entity, even if you only updated one of them.
If you're dealing with a system were you can't tolerate the last-one-in-wins mentality, then you're probably better off not using CRM.
Update 1
CRM 2015 SP1 and above supports Optimistic Updates. Which allows the use of a version number to ensure that no one has updated the record since you retrieved it.
You have a several options here, it just depends on what you want to do. First of all though, if you can move some of these automated processes to off-time hours, then that's the best option.
Another option would be to retrieve each record 1 by 1 instead of by 1000+.
If you are only updating a percentage of the records retrieved, then you would be better off to check before saving if an update occurred (comparing the modified date). If the modified date changed, then you need to do a single retrieve and then save.
At first thought, I would create a field or status that indicates a pending operation and then use JScript in the form OnLoad event to warn/lock the form. When you process completes, it could clear the flag.
Here is the issue.
On a site I've recently taken over it tracks "miles" you ran in a day. So a user can log into the site, add that they ran 5 miles. This is then added to the database.
At the end of the day, around 1am, a service runs which calculates all the miles, all the users ran in the day and outputs a text file to App_Data. That text file is then displayed in flash on the home page.
I think this is kind of ridiculous. I was told they had to do this due to massive performance issues. They won't tell me exactly how they were doing it before or what the major performance issue was.
So what approach would you guys take? The first thing that popped into my mind was a web service which gets the data via an AJAX call. Perhaps every time a new "mile" entry is added, a trigger is fired and updates the "GlobalMiles" table.
I'd appreciate any info or tips on this.
Thanks so much!
Answering this question is a bit difficult since there we don't know all of your requirements and something didn't work before. So here are some different ideas.
First, revisit your assumptions. Generating a static report once a day is a perfectly valid solution if all you need is daily reports. Why hit the database multiple times throghout the day if all that's needed is a snapshot (for instance, lots of blog software used to write html files when a blog was posted rather than serving up the entry from the database each time -- many still do as an optimization). Is the "real-time" feature something you are adding?
I wouldn't jump to AJAX right away. Use the same input method, just move the report from static to dynamic. Doing too much at once is a good way to get yourself buried. When changing existing code I try to find areas that I can change in isolation wih the least amount of impact to the rest of the application. Then once you have the dynamic report then you can add AJAX (and please use progressive enhancement).
As for the dynamic report itself you have a few options.
Of course you can just SELECT SUM(), but it sounds like that would cause the performance problems if each user has a large number of entries.
If your database supports it, I would look at using an indexed view (sometimes called a materialized view). It should support allows fast updates to the real-time sum data:
CREATE VIEW vw_Miles WITH SCHEMABINDING AS
SELECT SUM([Count]) AS TotalMiles,
COUNT_BIG(*) AS [EntryCount],
UserId
FROM Miles
GROUP BY UserID
GO
CREATE UNIQUE CLUSTERED INDEX ix_Miles ON vw_Miles(UserId)
If the overhead of that is too much, #jn29098's solution is a good once. Roll it up using a scheduled task. If there are a lot of entries for each user, you could only add the delta from the last time the task was run.
UPDATE GlobalMiles SET [TotalMiles] = [TotalMiles] +
(SELECT SUM([Count])
FROM Miles
WHERE UserId = #id
AND EntryDate > #lastTaskRun
GROUP BY UserId)
WHERE UserId = #id
If you don't care about storing the individual entries but only the total you can update the count on the fly:
UPDATE Miles SET [Count] = [Count] + #newCount WHERE UserId = #id
You could use this method in conjunction with the SPROC that adds the entry and have both worlds.
Finally, your trigger method would work as well. It's an alternative to the indexed view where you do the update yourself on a table instad of SQL doing it automatically. It's also similar to the previous option where you move the global update out of the sproc and into a trigger.
The last three options make it more difficult to handle the situation when an entry is removed, although if that's not a feature of your application then you may not need to worry about that.
Now that you've got materialized, real-time data in your database now you can dynamically generate your report. Then you can add fancy with AJAX.
If they are truely having performance issues due to to many hits on the database then I suggest that you take all the input and cram it into a message queue (MSMQ). Then you can have a service on the other end that picks up the messages and does a bulk insert of the data. This way you have fewer db hits. Then you can output to the text file on the update too.
I would create a summary table that's rolled up once/hour or nightly which calculates total miles run. For individual requests you could pull from the nightly summary table plus any additional logged miles for the period between the last rollup calculation and when the user views the page to get the total for that user.
How many users are you talking about and how many log records per day?