Mimsy XG Resource Session

Gayle Silverman, Continuing Education, Axiell (Chicago)

1. Mimsy XG Tips & Tricks Getting the most out of your system

2. SQL Scripts are run in SQL Plus Save the script to your workstation or server Locations without spaces work best Open SQL Plus Login by typing < usersname >@<database> Hit ENTER Enter password Type the “@” sign and the path to the script Some sites can drag and d rop Running a SQL Script

3. HELP DESK

4. Needed workstations if SQL Plus or full versions of Crystal Reports are used TNSNAMES.ora controls connection info to the Oracle Server Typically in C:\Program Files (x86)\Axiell ALM\Mimsy XG 1.6\oic11_2 Must be logged into Notepad as an Administrator to edit Verifying TNSNAMES.ora XG = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (PROTOCOL = TCP)(HOST = HOST IP HERE )(PORT = 1521)) ) (CONNECT_DATA = (SERVICE_NAME = ORACLE INSTANCE HERE ) ) ) Set TNS_ADMIN in the Environment Variables Troubleshooting FAQs available via JIRA

5. The xg.log holds information about errors Any time an error message includes a reference to “xg.log,” the Help Desk needs the information to help resolve your issue The log is written to your workstation FINDING THE XG.LOG C:\Users\<USERNAME>\xg.log

6. Crystal Reports

7. Crystal Reports – Passed Parameters Introduced with 1.5 Automatically pass the single record, current set, or current group to the runtime report viewer Described in Crystal Reports Manual Version C

8. Crystal Reports – Change YYYY-MM-DD format Mimsy XG supports ISO Dates Values can be YYYY, YYYY-MM, and YYYY-MM-DD If you are certain that all dates are YYYY-MM-DD, use the CDate option For values that may be partial, use an if/then formula

9. If Len({VW_LOANS.LOAN_START})=4 then {VW_LOANS.LOAN_START} else If Len({VW_LOANS.LOAN_START})=7 then Right({VW_LOANS.LOAN_START},2) & "/" & Left({VW_LOANS.LOAN_START},4) else If Len({VW_LOANS.LOAN_START})=10 then Right({VW_LOANS.LOAN_START},2) & "/" & Mid({VW_LOANS.LOAN_START},6,2) & "/" &Left({VW_LOANS.LOAN_START},4) Crystal Reports – Advanced Date Formula

10. Crystal Reports – Reformat Maker Names Most names in Mimsy XG are in transposed order Users would like to see name in natural order on labels Use a formula to reverse the names 80 – 90% accurate. May still need some adjustments upon export Sample report may be requested via JIRA

11. Crystal Reports – Flat Values Values can be “flattened” into a single string Use a SQL Formula flatvalues ('VW_ITEMS_SUBJECTS', 'VW_ITEMS_SUBJECTS.SUBJECT', ' mkey = ' || "VW_ITEMS_SUBJECTS"."MKEY")

12. Mimsy XG Searching

13. Custom Search – One Keyword Oracle Text Index By default, searches Description, Collector, Culture, Item Name, Maker, Materials, Note, Place Made, Place Collected, Title No wildcards needed

14. Custom Search – All Keywords Exist > AND Use X and Y May also enter words without separators (X Y) Every word must exist in the keyword index No guarantee that both words are in the same field

15. Custom Search – 1 of Multiple Keywords Exist > OR Use X, Y May also use X or Y Only one of the terms must exist in the keyword index May be used in combination with other operators

16. Custom Search – Keywords Near Each Other Near Search Use X, Y Number indicates max number of words that can separate terms

17. Custom Search – Linked Authorities Search the “Linked” Authority flexi fields in the Object Authority Does not search fields with designed flexis (Maker, Collector, Owner) Searches the Variations table where it exists

18. Mimsy XG Data Entry

19. Need to include extra information to help disambiguate record? Modify the Special List value Extending Dynamic Pop-Up Lists select p.link_id kv , p.preferred_name t2, p.brief_bio t2, p.occupation from people p, people_variations v where p.link_id = v.link_id and nls_upper ( v.variation ) like :filter and maker = : yflag group by p.sort_name , p.preferred_name , p.brief_bio , p.occupation , p.link_id order by p.sort_name

20. Lists that display certain values based on entry in a related field Example: CATALOGUE.CATEGORY1 controlling CATALOGUE.ITEM_NAME First add the list values for the primary field (CATALOGUE.CATEGORY1) In the secondary field (CATALOGUE.ITEM_NAME), set the List Name to REFERENTIAL <CATEGORY1> Next, configure the List Values for the secondary field Use the drop-down list to assign each term to a primary field value Referential Pop-Up Lists CATALOGUE.CATEGORY1 value CATALOGUE.ITEM_NAME list terms associated with CATALOGUE.CATEGORY1

21. All Transaction Activities have a Status and Status Date field Modifying the Status + Status Date copies the older status to the flexi fields This is one of the only times you backspace over data rather than create a new record or flexi field Use these fields to track the history of the phases of an Activity Tracking Processes

22. Configuring Measurements Under Manage > Text, use the measurement display format to change the way the anchor string is created This changes all new data entry, but does not reset existing entries. To reset existing entries, consider using the Data Updater