Category Archives: Tips

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.

Background server calls for Lawson Applications

Infor Smart Office for Lawson applications provides many custom features which are made possible by meta-data retrieved from the Lawson application server in the background. But these features come at a cost of increased network traffic and additional server utilization which could impact performance.

In a post on the Infor Technology Blog, Vince McGowan explains what meta data services are used for and how to disable them. He identifies the background activity and describe the purpose of each so clients can decide whether or not the feature is useful enough to incur the cost. If not, there are settings provided to disable them.

Head over to the Infor Technology blog to read the full article.
See more at: http://blogs.infor.com/technology/2017/01/background-server-calls-made-by-infor-smart-office-for-lawson-applications/

 

Inforum in New York

We built our headquarters in the center of New York’s Silicon Alley —to let the city shape us, just like we help shape the companies that do business not just here but everywhere. Come see for yourself at Inforum 2016 on July 10-13 in New York City. http://www.inforum2016.com/

Inforum

Wow… New York. Sweden and Stockholm can’t compare. I know a few colleagues that are traveling and I hope that you all can enjoy this great event. If you like me are unable to go to New York you can still follow online:

The Infor Blog

youtube

Finding the logs for trouble shooting

How do I find the logs for trouble shooting? In this post I’ll cover the Smart Office log as well as the M3 UI Adapter log. I will not be covering where logs are located in LSF, Landmark, Ming.le or IFS.

For Smart Office there are a few logs that can be of interest. In a previous post we had information about how to find the client log. Continue reading

Function expressions in variable replacements

This post is an introduction to the enhancements made to the variable replacement functionality in Smart Office 10.2. The variable replacement syntax now supports function expressions that adds the possibility to modify values during a variable replacement.

Function expressions are currently supported in many places that uses variable replacements. Some examples are M3 toolbox shortcuts, Mashup parameters and links, Mashup controls such as WebBrowser and FileBrowser and data service parameters. Smart Links do not support function expressions in the current 10.2 release but this has been addressed and support for function expressions in Smart Links will ship in the next fix pack for Smart Office 10.2. Continue reading

Ask the expert Webinar: Infor Smart Office Administration

On June 13th, 10AM CST there will be a free webinar on Smart Office Administration. It is hosted by the Lawson development organisation and it is a great opportunity to ask questions. The focus will be Lawson installations but for general Smart Office Administration a lot of things are the same. I will attend and I look forward to your questions. Read more and register on the Infor Lawson Technology blog.

Start Pages in M3 H5 web client

Introduction

Start Pages is the start page for H5, the M3 web client. It is a set of pages that the end user and/or the administrator can configure with widgets. You can create a start page and share it with others. You can add widgets to your start page such as the Menu, Custom Menu, Favorites and Application Messages. A start page administrator can configure a default start page as well as a set of start pages for specific users or groups.

Continue reading

Controlling the user’s canvas with stand-alone Jscripts

The user’s canvas is where the user has his shortcuts and widgets monitoring business data. The first time the user starts Smart Office she will get the default Canvas with the content that an administrator has configured. In this post I’ll show you how to share a canvas file on a fileshare and create a Jscript that will load the Canvas everytime Smart Office starts.

Continue reading

Cannot find compatible location for dependency LSO

Today’s post is just a quick entry about a common error that you might get as you install a .lawsonapp file in Life Cycle Manager 9 (or Life Cycle Manager 10). I’ve received more than one question about this error message from Life Cycle Manager so I hope that this info will be of interest to the many administrators out there. The error message that you get in Life Cycle Manager is ‘Cannot find compatible location for dependency LSO. No available location exist or the user is not authorized to install application.’.

Continue reading

Smart Office Startpad 2.0

The Smart Office Startpad is an add on that you can install in Smart Office 10.0.5 and 10.1.1. It enables your users and the administrator to build startpads with links to different programs. This application was first released for Smart Office 10.0.5 (version 1) with a limited set of functionality but has been greatly improved for Smart Office 10.1.1 (Startpad version 2). In this post I’ll cover the features in the StartPad Manager and how to deploy startpads. Continue reading

What is M3 H5 Client?

M3 H5 Client provides an HTML 5-based user interface for accessing work-related information and applications from the M3 business system. In this post by Jack Rubillar gives you a quick introduction to the new web client for M3. M3 Workplace has been replaced with the H5 client and since it has support for more than one browser and Workspace / Infor Ming.le this is a great improvement.

Continue reading

Infor Smart Office 10.1.1

Smart Office 10.1.1 has been released and this service pack contains the tooling you need to migrate data from a 10.0.5.2 version to 10.1.1. Part of the work in this service pack is that we continued to move all files to a database so that we in the future can scale out Smart Office on to many Grids. We are not there yet becuase there are a few more changes needed on the server, but as of version 10.1.1 all configuration files that are related to the Smart Office server are stored in the database. Even though the name of the application in the Grid has changed to MangoServer it is still not supported to install more than one Smart Office server in the same grid (regardless of version). Continue reading