Clarity

View Only

Set PM as Collaboration Manager Process

Recommend

Aug 12, 2014 12:40 PM

Robert_Ensinger

Hi all.

Reading the Update Collaboration Manager & Allow setting a collaboration manager for a project via XOG and/or process system action Ideas - many community members posted great thoughts & pieces of their solutions to this common problem, but no one had a fully supportable solution to share so I thought I'd try. A BIG THANKS to senthi for his xog-the-group-onto-the-resource approach - this was the genius way of looking at this problem that I was missing last time I wrestled with it.

Attached is a Process that, for all active projects, will grant Collaboration Manager to a Project's PM if they are not already the Collaboration Manager for the project. Schedule this process to run once nightly and each night, for all new projects where the PM is not the Collaboration Manager, it will set the PM as collaboration manager. The Architecture for this solution uses a scheduled process with a GEL script that XOGs in a permission change on the PM - a fully supported and 'SaaS safe' solution for both On-Premise & On-Demand.

Notes:

- The PM does not have to be a participant on the project for this to work.

- This is a simple additive process. It does not remove Collaboration Managers. The expectation is that the PM and/or other Collaboration Managers will own these management activities as necessary.

- Other people have a need for 'Admin' to be granted Collaboration Manager on each project. It would be easy to modify the script to do this. Feel free to use this as a soup starter.

- MSSQL and Oracle version are in the zip. Oracle has not been tested. Please let me know your Oracle results - we can update the zip if necessary.

Installation Instructions:

- Xog in appropriate process per database type.

- Goto the process (OSUWMC Update Collaboration Manager), click on Steps, click on the Set PM to Collaboration Manager step, then click on the Set PM to Collaboration Manager Action.

- On the Action, click on the Custom Script Parameters tab and set the username and password for an account with the appropriate XOG permissions and Save.

- Validate and Test.

Statistics

0 Favorited

12 Views

1 Files

0 Shares

0 Downloads

Attachment(s)

osuwmc_update_collab_manager.zip 10 KB 1 version
Uploaded - May 29, 2019

Download

Tags and Keywords

Comments

Juan A. Segovia

May 04, 2020 01:29 PM

@Jeanne Gaskill @Robert Ensinger Hi guys, first of all thanks for this post.

I was wondering If you have the updated versions of this xml files including the corrections discussed on this post.

Thanks in advance.

Juan

mike2.2

Jul 26, 2016 10:48 AM

Thanks for sharing

navzjoshi00

Apr 08, 2015 05:32 AM

Yep

Anon Anon

Apr 08, 2015 05:29 AM

Nice Post!!! I think that 2 ideas need to be implement in future versions.

Regards.

Jeanne Gaskill

Apr 02, 2015 10:17 AM

Thanks again Robert.

Here is the fixed query:

SELECT INV.ID INV_ID ,

INV.NAME INV_NAME ,

INV.CODE INV_CODE ,

INV.MANAGER_ID INV_MANAGER_ID ,

M.FULL_NAME MANAGER_FULL_NAME ,

M.LAST_NAME MANAGER_LAST_NAME ,

M.FIRST_NAME MANAGER_FIRST_NAME ,

M.EXTERNAL_ID MANAGER_EXTERNAL_ID ,

M.UNIQUE_NAME MANAGER_UNIQUE_NAME ,

M.EMAIL MANAGER_EMAIL ,

('CLB_PROJECT_MANAGERS'||

(CAST

(INV.ID AS varchar(20))

)

) GROUP_ID ,

('project '||

(CAST

(INV.ID AS varchar(20))

||'CM group'

)

) GROUP_NAME

FROM INV_INVESTMENTS INV

JOIN SRM_RESOURCES M ON M.USER_ID = INV.MANAGER_ID

WHERE INV.IS_ACTIVE = 1

AND INV.ODF_OBJECT_CODE = 'project'

AND INV.MANAGER_ID NOT IN

(SELECT USER_ID FROM CMN_SEC_USER_GROUPS WHERE GROUP_ID =

(SELECT ID FROM CMN_SEC_GROUPS G

WHERE G.GROUP_ROLE_TYPE='SEC_GROUP_TYPE'

AND G.PRINCIPAL_TYPE='CLB_PROJECTS'

AND G.GROUP_CODE = 'CLB_PROJECT_MANAGERS'||

(CAST

(INV.ID AS varchar(20))

)

AND G.PRINCIPAL_ID = INV.ID

)

Jeanne

Robert_Ensinger

Apr 02, 2015 07:19 AM

Thanks for testing Jeanne. We'll get all your Oracle updates rolled into these. In the mean time feel free to post the updated Oracle queries on this thread like in the other thread. Like I mention on the other thread - I'm busted - I took the lazy approach to https instead of having it pickup from the properties. I can probably fix this within the next couple days if you don't beat me to it first.

Thanks!

Jeanne Gaskill

Apr 01, 2015 05:42 PM

I just started testing this under Oracle today.

Here are the two things I found so far.

1. CAST(INV.ID AS varchar) in the sql query needs a length set after varchar or the query errors out.

i.e. (CAST(INV.ID AS varchar(20))

2. The script picks up the https entry url instead of the http entry url, even though the http check box is selected and it is checked. This causes the script to error out. I am still working out the logic for why this is happening.

Jeanne

Clarity

Set PM as Collaboration Manager Process

Tags and Keywords

Comments

Related Entries and Links