Translations:PRINT:EWM:Graphical Work Management Guide/4/en

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Context menu actions

Open with

A file can be opened in various ways. For this reason the 'Open with' menu has been created.


Open with git and rdi.png


If you want to see information about the file and its attributes then the 'Entity Editor' option must be used.


Entity editor.png


If you want to see the contents of the file then you have to choose from the which integration of TD/OMS you want the file to be opened with and with which editor. The first option will always be the default option which is the best for that file calculated by TD/OMS. Double clicking the file will always open it with the first option on this menu. Remember that you will be able to edit the contents only if the solution is on the development or emergency environments.

In this example we have a TD/OMS installation with three integrations installed Git, RDi and RSE. The RSE editors are not available in this case because they are only for json or yaml files. A text editor will always be present as well with each integration in case there are no alternative options. Notice that only the Git editors are editable because when Git is installed then all editors from other integrations will be read only because all changes must be managed through Git. Here we open the file with the LPEX editor through Git.


Open with git lpex.png


When we want to open a json or a yaml file then more editors are available through the RSE integration.


Open with rse json.png


In this example we have a TD/OMS installation with only the MiWorkplace integration installed.


Open with miw.png


There are four available integrations in TD/OMS related to editors:

  • Git - which is the Git Integration feature. It is available in both RCP and RDi.
  • RDi - that offers the LPEX editor among others which is the IBM-RSE Integration feature. It is available only in RDi.
  • RSE - used for json and yaml files only. In RDi is the Rest Generator feature and in RCP is included when you have the Remain-API Studio feature installed.
  • MiWorkplace - that offers its specialized editors for native IBMi objects which is the MiWorkplace feature. It is available only in RCP.
  • View source

    The action View Source displays the contents of the selected component in a separate view. This source can be:


    • The SEU-source of an IBM i-object
    • The SEU-source-member for a detail-solution representing a source-member.
    • The object itself for objects with type *STMF


    Every source is displayed in the editor that is configured in eclipse for the type of the selected component. If such an editor cannot be found, the default text editor is used. This default-editor is also used for SEU-Sources. The SEU-line-number is displayed on the left side. The editor is always opened in read-only mode.


    Ewm img x096.png


    If the source cannot be located a message is shown.


    Ewm img x097.png

    Editor Actions

    When a file is open on an editor TD/OMS related actions are available based on the editor. In this example the MiWorkplace editor actions are shown but similar actions exist in RSE LPEX as well.


    MiW editor actions.png


    • Add to Build Queue: Add the solution to the build queue. This will also bring the build queue view to the foreground.
    • Compile: Compile the solution by opening the compile wizard with all the compile options.
    • Show Error View: Open the compile error view for the solution after a failed compile to see the errors. In MiWorkplace this is the compile result view which will also be brought to the foreground.
    • Set MiW Library List: Set the MiWorkplace library list for the solution.
    • Checkout: Checkout the solution to the development environment. This action is available only if the solution is not on the development or emergency environment.
    • Promote: Promote the solution to the next environment.
    • Move Transfer: Open the transfer wizard for the solution with all the options to decide where you want to transfer.

    Declaring objects

    Objects must be registered within the TD/OMS repository to enable management of the objects within TD/OMS. One way of registering objects is by running the Fill Object File function. This function can be activated by right-clicking:

    • an application in the Applications tab of the TD/OMS Work Management View
    • a component in the TD/OMS component view
    • a route in the TD/OMS route navigator view

    Select Fill Object File. The Fill Object File option will only be available when you have sufficient authorisation within TD/OMS.


    Ewm img x098.png


    This function works as the TD/OMS command STRFOF. For an application to be filled quickly, set all fields (except the Application Code) to *ALL and press the Finish button.

    Process Connection List

    A window will be displayed showing the progress of the connection list processing process. The progress bar will be filled during the process. The colour indicates the status of the entire process.


    Ewm img x099.png

    GREEN: No problems found (yet)


    Ewm img x100.png


    YELLOW: (at least) one of the components had a problem but the problem could be resolved automatically. You can select the Log tab to see what the problem was and how it was resolved.


    Ewm img x101.png


    The settings used for resolving solution conflicts can be maintained within the Preferences (see 1.6.4 ).


    Ewm img x102.png

    RED: (at least) one of the components had a problem that requires manual intervention. You can select the Log tab to see what the problem is


    Sometimes a component must be part of several tasks each requiring a modification of the object. This may cause ‘solution conflicts’.

    Within a TD/OMS application cycle, an object can have multiple occurrences (in every library and in every environment). A solution however, may occur ‘active’ only once. If an object is already connected to a task and you want to connect it again to another task, then you have to decide what to do. This process is called ‘solve solution conflicts’.


    If this occurs you have several choices:


    • Skip this object
    • Remove from connection list
    • Connect
    • Connect alternative
    • Reserve this object

    Solution conflicts are automatically detected by TD/OMS when components are linked to a task, i.e. when solutions are being created. When a conflict occurs that can (or should) not be resolved automatically, a panel is displayed for solving the Solution Conflict.


    The screen shows information with respect to the Component, Conflict and the conflicting tasks/requests. The Solution options that are displayed on this screen depend on the situation at hand.


    Ewm img x104.png

    Explanation of the solution conflict options

    • Connect

    You did not select the latest version of the object. A list was presented to you with an object that has more recent versions than the object you have selected. This can occur if you select an object from the production environment where another occurrence of the object is already in the cycle. Use this option to force the connection of the object you have initially selected.

    • Connect alternative

    The object you have selected was already connected to a task. It was not the exact same object that is already active, but another occurrence of it. Use this choice in combination with one of the objects in the alternatives list to connect the alternative object to the task.

    • Reservation

    Reserving a component means that the component will become available for maintenance as soon as the solution that is currently active is moved to the production environment. At that moment a message will be sent to the user who has made the first reservation. Reserved solutions can be viewed with the TD/OMS Reserved Solutions view (see 2.18 ).

    • Skip

    The component is skipped. The component will stay in the connection list. When the same connection list is processed again at a later time, TD/OMS will again try to connect the component.

    • Remove from Connection List

    The component will be permanently removed from the connection list.


    You can select the various tabs to display the conflict info, information regarding the conflicting task(s) and information regarding the current task.

    Ewm img x107.png


    Ewm img x108.png


    Ewm img x109.png

    Assign/unassign programmer

    This action is used to change the employee assigned to the selected task(s). The person currently assigned to the first selected task in the list is the programmer, shown as the default for the assignment. The special value <unassigned> is available to remove a previous assignment. This action can be easily done by clicking the ''Unassign'' checkbox, that is shown in TD/OMS V9 Milestone 3 and later.

    Ewm img x110.png

    Connect Task to Request

    This action is used to connect a task to 1 or more requests.

    Ewm img x111.png


    It is possible to create a new (temporary) Request filter to enable selection of requests from applications not available within the existing filters. Requests can be selected by clicking the checkbox.

    Connect Request to Task

    This action is used to connect a request to 1 or more tasks.


    Ewm img x112.png


    It is possible to create a new (temporary) Task filter to enable selection of tasks that are not available within the existing filters.

    Disconnect Task

    The Disconnect Task action is used to disconnect tasks from requests and can operate in two modes:

    When a Task is Selected

    When a task is selected then this action shows all connected requests. You are able to select one ore more requests to disconnect.

    File disconnectwizardpage2.png

    When a Request is Selected

    When a request is selected then this action shows all connected tasks. You are able to select one ore more tasks to disconnect.

    File disconnectwizardpage1.png

    Compile Actions

    There are two compile options available: Add to Build Queue and Compile.

    Compile actions.png


    Add to Build Queue

    This will add the solution the build queue and based on the preferences for this view it will compile directly or just add it to queue. This action is available when:

    • One or many solutions are selected that belong to the same task and all of them are in the development or emeergency environments.
    • Environment folders that contain solutions (only the ones in the valid environments will be added).
    • Folders that contain solutions (only the ones in the valid environments will be added).
    • A single task that contains solutions (only the ones in the valid environments will be added).

    More information about this view can be found here.

    Compile

    This action enables you to directly compile a single solution opening the compile wizard for more options.

    More information about compile options can be found here.

    Add Activity

    This action is only available when the (optional) hour registration module has been activated and is part of the task context menu.


    The screen enables you to register the estimated hours for each activity available in the activity table with respect to the selected task.

    Ewm img x113.png


    Registration of the estimated hours is only possible once. The Activity view offers you the opportunity to enter a revised number of hours or to remove the activity. After removing you will be able to add the same activity for the task again.

    Edit Activity

    This action is only available when the (optional) hour registration module has been activated. Open the TD/OMS Activity view and select Edit from the context menu of a selected activity.


    The screen enables you to register the Revised estimated hours for each activity available in the activity table with respect to the selected task.


    Ewm img x114.png


    It is also possible to indicate that that activity being edited has been completed. Changing completed to Yes will disable the Add/Edit Effort actions. You can change this value back to No again at a later moment in time.

    Add Effort

    This action is only available when the (optional) hour registration module has been activated. It is available in the TD/OMS activity view on the context menu of your name.


    The screen enables entry of the total amount of time spend by you on a specific activity during a specific day.


    Ewm img x115.png

    Edit Effort

    This action is only available when the (optional) hour registration module has been activated.


    The screen enables you to change the total amount of time spend by you on a specific activity during a specific day.


    Ewm img x116.png


    The total hours you have already reported (including the amount of time you originally reported on the activity being edited) is displayed as a reminded.

    Complete Task

    When work on a task has finished it can be completed. To do that, right click on a task and select the Complete Task option. The option will only be available if the task has the *NEW status. Note that a task can't be physically deleted only marked as completed.


    EWM Complete Task single task.png


    If many tasks need to be completed then they all need to have the *NEW status or the option won't be available. They can also be from different applications but not from a different host.


    EWM Complete Task multiple tasks.png


    Another option is to right click a single task filter.


    EWM Complete Task task filter.png


    The complete task wizard has a table with the tasks and a drop down menu for each one stating the reason as to why its completed. In case a task filter was selected, any tasks that don't have the *NEW status will be automatically filtered out and won't show in the table. When the wizard opens all valid tasks will be preselected for completion.


    EWM Complete Task wizard.png


    If a task filter doesn't have a single task with the *NEW status then no tasks are valid for completion and the wizard will show the error with the table will being empty without any possible actions. The same behavior will happen (with a different error message) if all tasks have no reason codes set for their applications.

    EWM Complete Task wizard no valid tasks.png


    If a task has no reason codes set for its application (but the rest have) then it will be gray checked meaning its not possible to select it and it will be excluded from any actions in the wizard. Its possible to see the error by mouse-hovering over the error icon on the top left of the drop down menu.


    EWM Complete Task wizard no reasons for app.png


    Wizard Content and Actions

    The table itself has four resizable columns with the task number, description, application and a drop down menu to select the reason why a task is completed with a default reason already preselected (configurable in the green screen). The table can be ordered by clicking on the columns to sort the tasks based on their number, description or application. On the bottom left there are shortcut buttons that allow you to set the same reason for all selected tasks (available only when all tasks belong to same application) and a button to select/deselect all available tasks or select only the ones that are selected on the table (grayed tasks will be excluded).


    EWM Complete Task wizard tasks selected.png


    When you have made your choices press finish to start the process.


    EWM Complete Task wizard operation in progress.png


    A progress bar will appear showing which task is processed at the moment. As the progress continues the table will update the tasks based on the returned status of each one: Completed, Completed with an informational or warning message, or Not Completed with an error. If the task is completed it will have a strike-through line in the middle of its text and if there is no extra information to display then it will have a green check on its icon. If there is extra information to display it can be viewed when hovering over a task row with an extra icon.

    The operation can be cancelled by pressing the red box at the right of the progress bar and the table will show the status of the tasks that have been processed already. Any completed tasks will be gray-checked and won't be available for selection anymore.


    EWM Complete Task wizard operation completed 1.png


    If all available tasks on the table are completed without any extra messages to show then the wizard will close automatically when the process is finished. Any affected objects that are visible in a tree in all open views will be refreshed and all affected open editors will be refreshed or closed accordingly.

    Complete Request

    When work on a request has finished it can be completed. To do that, right click on a request and select the Complete Request option. The option will only be available if the request has the *NEW status. Note that a request can't be physically deleted only marked as completed.


    EWM Complete Request single request.png


    If many requests need to be completed then they all need to have the *NEW status or the option won't be available. They can also be from different applications but not from a different host.


    EWM Complete Request multiple requests.png


    Another option is to right-click a single request filter.


    EWM Complete Request request filter.png


    The complete request wizard has a table with the request and a drop-down menu for each one stating the reason as to why its completed. In case a request filter was selected, any requests that don't have the *NEW status will be automatically filtered out and won't show in the table. When the wizard opens all valid requests will be preselected for completion.


    EWM Complete Request wizard.png


    If a request filter doesn't have a single request with the *NEW status then no requests are valid for completion and the wizard will show the error with the table will being empty without any possible actions. The same behavior will happen (with a different error message) if all requests have no reason codes set for their applications.

    EWM Complete Request wizard no valid requests.png


    If a request has no reason codes set for its application (but the rest have) then it will be gray checked meaning its not possible to select it and it will be excluded from any actions in the wizard. Its possible to see the error by mouse-hovering over the error icon on the top left of the drop-down menu.


    EWM Complete Request wizard no reasons for app.png


    Wizard Content and Actions

    The table itself has four resizable columns with the request number, description, application and a drop-down menu to select the reason why a request is completed with a default reason already preselected (configurable in the green screen). The table can be ordered by clicking on the columns to sort the requests based on their number, description or application. On the bottom left there are shortcut buttons that allow you to set the same reason for all selected requests (available only when all requests belong to same application) and a button to select/deselect all available requests or select only the ones that are selected on the table (grayed requests will be excluded).


    EWM Complete Request wizard requests selected.png


    When you have made your choices press finish to start the process.


    EWM Complete Request wizard operation in progress.png


    A progress bar will appear showing which request is processed at the moment. As the progress continues the table will update the requests based on the returned status of each one: Completed, Completed with an informational or warning message, or Not Completed with an error. If the request is completed it will have a strike-through line in the middle of its text and if there is no extra information to display then it will have a green check on its icon. If there is extra information to display it can be viewed when hovering over a request row with an extra icon.

    The operation can be cancelled by pressing the red box at the right of the progress bar and the table will show the status of the requests that have been processed already. Any completed requests will be gray-checked and won't be available for selection anymore.


    EWM Complete Request wizard operation completed.png


    If all available requests on the table are completed without any extra messages to show then the wizard will close automatically when the process is finished. Any affected objects that are visible in a tree in all open views will be refreshed and all affected open editors will be refreshed or closed accordingly.

    Disconnect solution

    A solution is generated by connecting a component to a task. There may come a moment when you want to disconnect the solution. This can be because you have selected the incorrect component, because you want to connect the solution to another task or because you no longer require the solution and you want to complete the task.


    The Disconnect solution action will process the selected solutions and enables you to indicate that (a subset of) the selected solutions should also be removed from disk.


    Ewm img x118.png


    Selecting solutions in the Disconnect Solution action should only be done when you are absolutely certain that this will not lead to loss of information. The finish button will be disabled when you select a solution. Press the Next button to display the confirmation screen.


    Ewm img x119.png


    This action will remove the objects and should not be applied when objects are required in a sub environment. It will be required to perform additional activities (eg manually restore objects, perform a manual fall-back or undo a database conversion) to restore these required objects to their previous state.

    Change Solution Type

    Solutions can be of three types:

    • 1 or *CHANGE
      The object will be changed as part of a normal maintenance cycle.
    • 3 or *COMPILE
      The object will be recompiled but it will not be changed
    • 9 or *TERMINATE
      The object will be removed from the application.

    A solution is generated by connecting a component to a task. Normally, the solution will be a *CHANGE solution. The "Change Solution Type" wizard enables you to change the type.

    To start this action, select one or more Solutions or one Task from the Work Management view and open the context menu.


    Ewm img cst001.png


    From the menu select the option Change Solution Type .... This will start the following wizard.


    Ewm img cst002.png


    Use the combo box to change one or more Solutions to a different type and press "Finish".

    Possible Conflicts

    You can only change a Solution to *COMPILE in the development or the production environment. You may change a Solution to *TERMINATE everywhere but please keep in mind that the Solution will not be removed from lower environments and/or remote systems that are below the environment that the Solution is in when you select this action.


    Ewm img cst003.png

    Change Member Attributes

    To change the description of an object, or to trigger a different compile, sometimes it is needed to change the attributes of a source member.

    To start this action, select one Solution from the Work Management view and open the context menu.

    The object must be in development, it must be a copy member or an object with a source and it must be a "CHANGE" solution.


    Ewm img cma001.png


    From the menu select the option Change Member Attributes.... This will start the following wizard.


    Ewm img cma002.png


    Use the text fields to change the member attribute, the member description or both. Then press "Finish".

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    Edit a Task Filter

    Right click the task filter you want to edit and click Edit Filter.


    Ewm Edit Task Filter.png


    Then the Edit Task Filter window appears.

    Ewm Edit Task Filter Window.png

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    Edit a Request Filter

    Right click the request filter you want to edit and click Edit Filter.


    Ewm Edit Request Filter.png


    Then the Edit Request Filter window appears.

    Ewm Edit Request Filter Window.png

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    Edit an Application Filter

    Right click the application filter you want to edit and click Edit Filter.


    Ewm Edit Application Filter.png


    Then the Edit Application Filter window appears.

    Ewm Edit Application Filter Window.png

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    Copy a Filter

    Right click the filter you want to copy and click Copy Filter.


    Ewm Copy Filter.png


    Then the copy filter dialog appears where you have only to enter a unique name for the new copied filter.

    Ewm Copy Filter Window.png

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    Delete a Filter

    Right click the filter you want to delete and click Delete Filter.


    Ewm Delete Filter.png

    Move Solutions

    With this option you can move Solutions to another Task. You want to do this e.g. if you want to promote only parts of the Task and move the unfinished components to another Task.


    Ewm img movsol1.png


    The Move Solutions action enables you to select the Solutions that should be moved to the target Task.


    Ewm img movsol2.png


    Before you may finish the wizard you have to select a target Task from the top of the screen. This will present the Task Selection Dialog. Choose the Task that is the target of the move or create a new Task on the fly.


    Ewm img movsol3.png


    After you press Finish, the solutions will be moved to the target Task. The move will fail if the target Task already contains this Solution.