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NYSE: WMB | williams. com WE MAKE ENERGY HAPPEN Send Birt Reports using Automation Script Max. TECH Conference 11. 05. 2019– Sachin Gaurkar – Maximo Developer VIRGINIA SOUTHSIDE II CONSTRUCTION Transco Pipeline, Southern Virginia KENSINGTON GAS PROCESSING PLANT Columbiana County, Ohio SUMAS COMPRESSOR STATION Northwest Pipeline, Washington
Expertise Summary: > This is me – • 12 years of extensive experience in various Maximo Development & Implementation Projects. • Industry domains –Oil & Gas (4 yrs. ) , Water (4 yrs. ) and Power Utilities (1. 8 yr). • Developer, Business Analyst, Technical Lead , Deployment Coordinator and Development Lead. • Worked on different flavors of Maximo 6. 0, 6. 2, 7. 1, 7. 5, 7. 6 and performed extensive Installations and Upgrades of the same. • Customers: Largest Water Utilities Company in Australia, International Energy (O&G) and Water company in Abu Dhabi, UK Gas Distribution Company • Worked across different customers , helped them technically and functionally bringing great improvements and delivered value to the Business. Contact: Sachin. Gaurkar@Williams. com Phone: +1 346 7751 844 Sachin. Gaurkar@Wipro. com www. wipro. com © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 2
Agenda: > Scenarios > Configurations Required > Type of Automation Script > Code Snippet Walk Through > Live Demonstration > Error Handling > Q&A © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 3
SECTION TITLE Scenarios > Few Scenarios where we need such a functionality to send the reports to the users: 1. Purchase Order Reports to Suppliers 2. Request for Quotations to Suppliers 3. Work Order Reports to Planners , Leads, Supervisors, etc. 4. Any other scenarios depending upon the business requirements. This is a footnote. © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 4
Configurations Required: > Configurations required to enable the functionality of sending the Birt report on Button Click– Signature Option: 1. Create a Signature Option 2. Associate the signature option with “Radio” button. © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 5
Configurations Required: > Add Push Button: 1. Add a push “Button” anywhere on the UI (e. g. Work Order) 2. Associate the Signature Option to a button 3. Set the button event as the name of Script. (in this case - WIT_WO_SEND_RPT) 4. Give access of signature option to your preferred security group or the group containing users who you want to provide access of this functionality to. © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 6
Configurations Required: > Push Button: © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 7
Configurations Required: > System Properties: Add system properties to the automation script code for storing the – 1. Communication template e. g. “wit. wo. template=‘WIT_WOTMP’”. 2. Report file name e. g. “wit. wo. reportname=‘woprint. rptdesign’” 3. Recipient email address “wit. wo. tomailid=‘Sachin. Gaurkar@Williams. com’” - email address can be of lead , supervisor , planner etc. - it can be retrieved using different ways e. g. relationships, mbosets > Using system properties we can change the property values anytime without changing the script code. © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 8
Configurations Required: > Communication template & System Properties: © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 9
Automation Script and Demonstration: Create an automation script with action Launch Point > In this case WIT_WO_SEND_RPT on object WORKORDER © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 10
Code Snippet Walk Through: Code Snippet: queue. Manager=Report. Queue. Service. get. Queue. Service() queue. Manager. queue. Report(report. Name, "WIT_WOTRCK", userid, email, subject, message, "PDF", "attach", None, parameter. Data , locale. get. Country(), locale. get. Language(), None, user. Info. get. Time. Zone(). get. ID(), user. Info. get. Lang. Code(), report. Scheduler. Id, user. Info) © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 11
Error Handling: > If email id is blank or the person is inactive, we can show pop up message to the user why report cannot be sent. > If communication template is inactive , we can show an appropriate message to the user that template is inactive. > Send the report in particular Work Order status. If not , show error message > Check the report run status in REPORTUSAGELOG table and notify the administrator if there is no successful entry. © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 12
Q&A: Question & Answers? © 2019 The Williams Companies, Inc. All rights reserved. Presentation Title | 1/1/19 13
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