Category Archives: Tips

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 😀.

The Sound of a Silent Install

The conventional way to install Infor Smart Office on client machines is to use Microsoft ClickOnce network deployment to get an isolated, secure, self-updating application that can be installed and run with minimal user interaction.

However, if you want to run Infor Smart Office client in a virtualized desktop environment, the Microsoft ClickOnce deployment is not recommended. Instead, install the Infor Smart Office client using the Windows installer (InforSmartOffice.msi) bundled in the software package.

The Windows installer launch a sequence of user interface screens that lead the user through the installation process and gather necessary information. In this case the user needs to enter the Smart Office server URL and the location of the Smart Office features.

For mass deployment it’s more convenient to have a silent scripted install without user interaction and this is possible if you know the name of the public properties for the Smart Office Windows installer and apply the appropriate MSI Command-Line Options.

The public properties for the Smart Office installation are SERVERURL and FEATURELOCATION as described in the Infor Smart Office Installation Guide [ISOIG].

Here is an example of a silent install using msiexec on the command-line run as administrator.

msiexec.exe /I InforSmartOffice.msi /QN /L*V iso_msi_install.log SERVERURL=httpsUrl_to_isoserver FEATURELOCATION=httpsUrl_to_features 

Explanation of options and parameters:
/I 				Install option
InforSmartOffice.msi 		Set the location path to the InforSmartOffice.msi file
/QN 				No user interface option
/L*V 				Log all information with Verbose output option
iso_msi_install.log 		EXISTING location path to the log file
SERVERURL=https... 		Smart Office server URL
FEATURELOCATION=https...	Smart Office feature URL

If you don’t have sufficient administrative privileges to do the installation for all users on the machine you will get a failed installation error code [1925] in the log file.

Important information!
Read the Infor Smart Office Installation Guide [ISOIG] for ISO feature limitations and the Virtualization & Hardware Support Statement regarding Smart Office client support for virtualized environments.

 

Snooping my Mashup for Missing Data

Sometimes when you’re developing a Mashup it happens that the data you’re expecting to appear in a databound control is not showing up. There’s a small developer tool named Snoop that will help you examine the runtime visual tree of a Windows Presentation Foundation (WPF) user interface.

Snoop WPF Spy utility

Download

Launch Smart Office and open the Mashup Designer. In this post we use an example from the Help menu named Document found in the Infor Document Management category.

ISOIDMMashupEx

Run the example, save it and search for any Document Type e g CLM_Document. Depending on the available data, it will look something like this in the running Mashup.

ISOIDMMashupExRunning

Now it’s time to launch the Snoop utlitity tool. It has a slim and narrow window. ISOSnoop

Drag the Snoop hair-cross (marked yellow) and drop it on your Mashup window. A new window will open and present the visual tree representation of the user interface in the left-hand panel and the details of the selected UI element in the right-hand panel. Below the details panel there’s a preview panel to render and show the selected UI element (if actived with the power button).

Press down the CTRL- and SHIFT- key simultaneously while you drag the mouse over the Mashup window. The control beneath the mouse will be selected and decorated with a red border and the corresponding element in the Snoop visual tree view will be highlighted and selected. Navigation can also be done directly in the tree-view by selecting UI element nodes.

ISO IDM Snoop

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Let’s examine the bound data for the document attribute panel. Use the mouse or locate and select the LangAttrList (ListBox) in the visual tree. Scroll down in the Properties list until you find ItemsSource property for the ListBox control.

ISO IDM Snoop ItemsSource

It’s now possible to drill-down into the data collection with a double-click on the value of ItemsSource, in this example [System.Windows.Data.CompositeCollection]. Now you see that the collection contains 1 item: this[0]. You can continue to drill-down with a double-click on the value this[0] to see the details of the item or navigate back up by clicking the up-arrow button (marked yellow).

ISO IDM Snoop Drill-down and up

In this case the ListBox will apply a template for each document attribute found in a collection item. Select the attrTemplate under the ListBoxItem to show its properties. In most template cases the data will be in the DataContext property of the element. Select the Data Context tab for a dedicated view of the property, in this case the DataContext is a piece of XML.
Note that there’s a Binding Errors column in the properties list that will show an error message if the data binding declaration for a UI element property is wrong and the data source can’t be found.

ISO IDM Snoop Data Context

We’ve only scratched the surface of the Snoop tool functionality but it’s the basics needed to investige why your data is not showing up.

New Log Viewer – Part V

Part I – Overview of the Improved UI
Part II – How to Find Your Way
Part III – Getting the Facts and Categories
Part IV – ClickOnce Installation Log

M3 Transaction Time Measurements

When the Smart Office log (debug mode) contains M3 (MForms) time measurements, a tool area will open up beneath the content area with an overview of where the time is spent for the selected time log entry. The purpose of the overview is to put the time values in context and give a better understanding where to look further for percieved performance issues. Note that the chart values don’t always add up exactly due to rounding errors and measurement precision.

Click on the category Timer under the M3 section to focus on the time measurements. Select the first log line and use the up-/down- arrow keyboard keys to scroll through the list and see how the values change in the overview chart.

ISOLogViewerMFormsTimer

Depicted here is the standalone version of the Log Viewer, where Smart Office client dependent functionality have been hidden, therefore a few buttons are missing.

In the Tools context menu (found on any log line) you have export options for the measured times. Selecting an export option extracts all measurements and formats them as comma separated values that can be copied into the Clipboard, exported to Microsoft Excel or opened in the Windows associated text viewer.

Exporting the measurements to Microsoft Excel makes it easy to generate a line chart over the measured times for selected function calls.

ISOLogViewerExcelM3

How do I turn on the M3 time measurement on the server side?

In the Smart Office client you control the time measurement by launching:

mforms://timer/on
mforms://timer/off

The Smart Office log level setting must also be set to Debug.