Author Archives: Karin Portillo

About Karin Portillo

Principal Software Architect, User Platform, Infor Sweden AB

M3 TechEd – Reporting capabilities

I took the opportunity to leave the hands-on lab and watched Mike Fletcher’s session on Reporting capabilities within Infor M3. He started off showing Homepages, and how to use it to present operational metrics, analyzing current data from M3. The session presented a number of other techniques as well.

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An example is to show a monitor, with the count of stopped orders, and then being able to go to the list from the Monitor Widget.

Another example was to show items under development without prices by using search. The query was built by selecting “add to search” from the context menu on the column header. The search query can then be added to a menu in Homepages so that you have a link to the tasks that you work with on a regular basis.

In business context and context applications are also a form of reporting that can provide context information to M3 data, including Birst reports, Infor Document Management documents, as well as H5 Mashup applications as Context Applications.

A great session that give business context to the development that I’ve been working on. It is always nice to see how powerful the different widgets, SDKs and H5 are from a business perspective.

I also got some good feedback from customers and partners which is really what TechEd is all about, learning from each other.

M3 TechEd – Day 2

Today is day 2 at M3 TechEd. We started with Infor OS and Heath on the main stage. Infor OS is great and will give you a lot of value. If you want to learn all about Infor OS don’t miss the coming TechEd in Las Vegas in February.

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Heath started with Infor OS and a quick overview.

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Infor Document Management is a living repository for collaborating around documents.

Next on stage was Torbjörn on User Experience starting with Homepages the application that is built for role based, highly configurable widgets presenting a process based view, highlighting those items you need to take action on.

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Then there was a great session on organization change management by Carol Tyler and how we at Infor is transforming the industry and cultivating our culture of innovation.

Yesterday I arrived early, in the dark, and I left, in the dark. That’s just how it is in December in Stockholm. Today I was half an hour later, just in time to catch the sunrise.

 

Beautiful sunrise facing Gröna Lund and Djurgården, on the other side.

Moving to H5 and Infor OS from Smart Office

My last session of the day was  Smart Office compared to H5 and how to move from Smart Office to H5 and Infor OS. I was assisting Magnus as a subject expert. Not that he needed my help.

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This session will be held tomorrow as well, so if you missed it, there is another chance.

There are a few tools that will help you make the move. For example moving links and favorites. But please note that not all links will work. H5 will handle mforms:// links, but there might be some links that will not work, for example anything that is accessing the file system or other schemas than mforms and https.

The clients are of course different but the M3 UI Adapter is still the same and both client talk to the MUA server when it runs M3 programs. With H5 comes Infor Ming.le and the complete Infor OS. Below is a comparison between the featureset in H5 and Smart Office.

SmartOfficevsH5

We spent some time on Ming.le Homepages which is the product I’ve been working on lately. It is a great starting point for all types of users and with the M3 widgets you can monitor and take actions and have standard pages for different roles.

The M3 Implementation Accelerator (IA) solutions from July 2018 incorporate a small number of role-based Ming.le homepages designed to complement the preconfigured solutions. Depending on the industry, there are typically six roles containing these templates:

  • General Ledger Controller
  • Accounts Payable Controller
  • Accounts Receivable Controller
  • Customer Services
  • Production Manager
  • Purchase Manager

They are all available for download, fee, in KB 2008101.

M3 TechEd

I’m at M3 TechEd in Stockholm. If you are attending don’t miss checking out the hands-on open lab. There are a lot of experts available to help you and show you what we are working on and how we can help you be successful.

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Ole Rasmussen presenting M3 product strategy.

Great location at Elite Hotel at Nacka stand. I came in early.

 

I’ll be on two tracks, Extensibility and User Experience, see you there 😀.

Ming.le Homepages

It’s been quite some time since I published on this Blog. I’ll see if I can get the Smart Office Developers to write some more posts. Don’t forget to check out the Infor Technology blog where you can find Lawson Smart Office related posts.

There are a few new features in Smart Office related to the Ming.le feature and the Ming.le integration.

I currently work on Ming.le Homepages so there is not that much time to write posts but we all help out trying to answer your comments and questions. If you like to know more about Homepages, please read Infor Homepages: Your hub across Infor OS.

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Smart Office Improved support for ADFS 3.0 – information to SDK developers

If you have implemented a feature or SDK application that requests the credentials from the user context when calling services the include-domain-with-user parameter must be true in order to function properly with an environment using ADFS 3.0.

If the user logs in to Smart Office as user@domain or domain\user setting the parameter true ensures that the domain is included in the user name.

If you’re using the MangoHttpClient class for doing REST calls it’s already handled for you so no changes are necessary. The ADFS 3.0 support was introduced in Smart Office 10.2.10.88 (HF12) released in March 4th 2016.

It may be necessary for a ISO feature/application to change one argument when requesting credentials from the Smart Office user context in order to support ADFS 3.0. The parameter includeDomainWithUser should be set to true. This will return the user name including the domain, if the user logged on to Smart Office with a domain, otherwise it will only return the user name.

Existing code that looks like this:

ApplicationServices.UserContext.RequestCredentials(out username, out password);
ApplicationServices.UserContext.RequestCredentials(out username, out password, false);

Should be changed to set includeDomainWithUser argument to true:
ApplicationServices.UserContext.RequestCredentials(out username, out password, true);

There is also a new LDAP Setting described in the Administration Guide (p. 267) ”Add domain after authentication” that you should be aware of.

This setting is used in scenarios where some applications such as IDM requires a domain but the Smart Office server does not require one. When the setting is enabled, a user may log-on without a domain to Smart Office and still be authenticated with domain for the application.

Settings values:
No = Not enabled
Yes (user@domain) = Enabled with the username format “User Principal Name”.
Yes (domain\user) = Enabled with the user nameformat “Down-Level Logon Name”.

M3 Search Examples

M3 has created a Knowledge base article on the search syntax for Search in M3 13.3 and 13.4. M3 Infor Enterprise Search is a great tool which can greatly improve your workflow when used in the way it has been designed to work.

Depending on how you are using Enterprise Search (IES) today, you might have encountered a few instances where it has not retrieved the desired result.

This can in many cases be addressed by altering your search query to be better suited for the Lucene Search Engine which IES is built upon.

In this blog post I’ll do a quick overview of some of the queries from the examples in the Knowledge based article as a introduction but I recommend you to read the full article as it contains even more examples. I just wanted to take some of the material and the references so that it is easier to find if you search for tips on this blog, which I know a lot of our readers do.

Please note that if you are new to Enterprise Search there are  available courses and How-to videos at the Sales Portal and the Infor Campus.

Simple search

This is the simplest form of search with entry of full words. Note that search is always case insensitive. Searching for cheese would give you the following result:
cheese

You can enter multiple words in the search field but those values have to be displayed in the list. The default behaviour when using multiple words in search is applying AND for all words. This means that they have to exist in one or more columns. Using OR means one of them must exist in one of the columns which will result on more hits. Use parentheses to combine blocks of AND and OR. Use wild card to enter the first part of a word. Or a ‘?’ to replace a single character. Note that you can’t replace blank space.

cheese2

Examples:
cheese OR juice
cheese OR (juice 011215) - Combine with ()
chee* - starts with chee
chee*jui?e - ? replace a single character

To limit the search to a specific column, right click on the column and select ‘Add to search’. It will add a column prefix to the search.

addtosearch


ITDS:Cheese

Dates and numeric values are entered in the same date format as the user has in MNS150, the user master. Dates can be entered with 6 or 8 digits.

Advanced search

Intervals
Intervals are done using the following two formats [ x TO y] or { x TO y } or any combination of them. Usage of [] means that the range should be included in the search where as {} means that the range should be excluded.

Examples

STQT:[100 TO 480]
STQT:[* to 0} - find all items with negative quantity

Not conditions and use of ?
Not conditions are a bit special since they must start with another query and then the NOT condition can be introduced. The tip if there is no such natural condition is to start with the company number and then add the NOT search. The company number will search the entire table. An example query in MMS002 of all items that have not been part of a stock take in this year will look like this:

CONO:790 NOT INDT:YEAR(0)

Note the YEAR(0) function that will translate to an interval covering the to and from dates of the current year. There are a number of functions that can be used to create useful Macros that can be saved to favorites, canvas, as menu option or in toolbox area.

Creative usage of the ? allows for a simple search for all records with supplier number. This since ? only finds records with a character in the position. Blanks are omitted. Query SUNO:?* gives you all records with a supplier number in this case. For numeric fields you use the NOT statement like CONO:780 NOT STQT :0.
SUNO:?*
CONO:780 NOT STQT :0

Fuzzy search
The ~ is used for a fuzzy search that is useful for finding spelling errors and similar texts. An example would be a query like ‘min*~’ which would produce hits even if there is no exact match on anything starting with min, for example mild would also be a hit in this case. Not that it cannot be used for numeric values.

The full article covers more examples!

M3 IES reserved word and functions

SortBy:x,y,!z Sorts search result in x, y z hierarchy. The ! Prior field name perform a descending sorting (NCR 6670 and 6671)
SearchFields:x;y Limits search to listed fields x, y etc. Increases performance and can eliminate false hits
YEAR(x) Replaces with date range of year relative to current year x=-1 equals last year etc
MONTH(x) Same as YEAR but for month
WEEK(x) Same as YEAR but for week
DATE(x) Similar to YEAR but replaces with specific date
<xxxx> List & list header based replacements to query string. (NCR 6813)

All below are described in NCR 6220
Using the value within you can use the following replacement variables.

<USID>   Replaced by logged on user id
<CONO> Replaced by logged on company number
<DIVI>     Replaced by logged on Division. Note – same as <CurrentDivison>
<FACI>    Replaced by default facility from user master (MNS150)
<CUNO> Replaced by customer no from user master
<LNCD>  Replaced by language code from user master
<TIZO>    Replaced by time zone from user master
<WHLO> Replaced by warehouse from user master
<DEPT>   Replaced by department from user master
<MNVR> Replaced by menu version from user master
<DFMN> Replaced by menu name from user master
<CurrentLanguage> Replaced by currently used language in M3 (in case of switched language during logged in session)
<CurrentDivision> Current division. Note that this is the same as DIVI.

Reserved word for key search only

  • <QRY> Replaced by entered query in the search string
  • MAXJOIN:x Used to change number of records used in the key search join (default set in IES local management pages) (NCR 4351)
  • NOOPT Used when multiple key searches done to same table (like find items with attribute x, y but NOT z or items existing in warehouse a, b and c (NCR 4349)

M3 IES Stop words

Stop words in IES has the meaning of words that are not indexed and are automatically removed from the search query. Examples of stop words are “and”, “or” “etc” and other similar types. IES, by default has a set of English based stop words which apart from above examples also includes “a”, “by”, “is”, “as” plus about 20 other words. Unfortunately in many cases when searching ERP type of data you might want to search for “factor a”, the Swedish word for ice “is” etc.

The work around for this is to add a new stop word in the IES admin pages. Make sure it is something never search for like “lksdhja7789”. By doing that the default stop words are not used anymore. Please note that affected tables like MITMAS, MITLAD, OCUSMA, CIDMAS etc need to be re-indexed after this has been done.

Read more examples in the KB.