Master ToDo List

General Items

1. TN/AH - NOW Order business cards for Tibor and Martin Pike.

   1. Find and send layout PDF to Tibor (AH)
   2. AH to get information for Martin Pike business cards

2. Order PC & Excel books for Edina (AH)

3. AH - NOW Review Coya document coding scheme sent by Geraud

   1. Meeting planned for Tue, 2009-11-17

4. AH - NOW Clarify MWSt. for Tibor invoice with accountant

5. WAIT Implement Wiki for NDD project

6. WAIT Implement integration DrawMGT and Wiki software (single login to DrawMGT & Wiki)

General DrawMGT Development Tasks

1. WAIT Update V11.3 data model (drawmgt.PDM) to match current schema

   1. New Revisions workflow fields
   2. New publish to project/contract field (drawings)

2. TN - NOW Migrate recent V11.3 updates into CVS leading edge

   1. Copy classification on new task (NO re-implement in 12.0)

   2. New workflows

   3. AH - NOW System reference data list

   4. Manager can change workflow type and layout type

   5. SiteCLassification (NO)

3. Identify any high-priority bugs/updates:
   1. V11.3 - Mainly NOK requests (see below)
   2. V12.0 - Anything required by Martin Smith
4. Update V12.0 data model (drawmgt.PDM) to match current schema

5. Declare V12.1 branch for multi-classification (priority?)

   1. Determine priority (Martin Smith)
   2. Document proposed design and data model changes
6. Complete DrawMGT user documentation wiki
   • Add all images
   • Improve internal linking
     • Divide into shorter pages?
   • Update for latest DrawMGT version (which version?)

   • Add DE translations of Chapters 5 & 6

MET ToDo Items

1. Finialize file and metadata transfer procedures and formats with Martin Smith
   1. Document metadata file format in Wiki
   2. ..and make sure Martin Smith agrees!

   3. AH to email & phone Martin to explain importance of file format definition and procedures

2. Document plan for next activities we perform for Martin Smith
   • What are next items for Martin Smith:
     • Upload more documents?

     • Import documents directly for Mary McGraw's team?

     • Priority for multi-classification (V12.1)?
   • Should document in a wiki page (probably in wiki.softxs.ch/intern)
3. Setup hosting of Budapest server (TN)
   • Select provider
   • Strategy for partitions: encrypted/non-encrypted
     • Non-encrypted for primary file systems and DrawMGT live system(s). E.g. you can reboot without worrying about key
     • Encrypted for backup partitions. Will need to enter key by hand to have automatic backups run
   • Access for Edina/Martin for file transfer
4. Set classification fields automatically from drawing code

5. TN - NOW Wiki documentation

   1. Final metadata file format with Martin
   2. New user check list for Edina (in HU)
   3. How to upload document file for Kati (in HU)

NOK ToDo Items

The items refer to Martin Gmür's spreadsheet.

1. Items to clarify with Martin Gmür:
   1. Item 4.2: Probably can be closed. Fixed by having a single layout for documents.

      1. TN - NOW New layout: Displays Author in document layout header, but no date field

   2. Item 11.3: Unclear: Schaltfläche mit Prozessschritten unbennen (translation related)

2. Software updates:

   1. TN - NOW New document: Drawing code entry (the vertical list of input fields): Display drawing component names (via tags) to left of select lists. Use a tag to display the component name (item 2.7, easy)

   2. AH - NOW New document: Custom template to hide display of layout type and document type input (item 2.1)

      • Use custom attribute that sets input field properties to invisible.

   3. WAIT New document: Automatically determine next sequence number, given the rest of the document code (item 2.9, difficult)

   4. TN - NOW New document: Set classification fields button, works like Preview but stays in input form (item 2.13)

   5. AH - NOW New document: Custom input template that highlights classification fields that are part of the drawing code

   6. TN - NOW New document: Suppress display of '*' for optional document code components

      1. will probably have to implement a new drawing code keyword optional that is used to set non-required for the component field.

   7. TN - NOW New document: Drawing code config for part (Teil), make alpha numeric, instead of numeric. (item 2.12)

      1. Change field type of sheet number to alpha-numeric?

   8. TN - NOW Revision file upload: (item 2.12)

      1. Display expected file basename in initial screen
      2. Add checkbox that enables automatic renaming of uploaded file to conform to naming convention.

   9. WAIT New comment: Add ability to add/remove subscribers when the comment is created

   10. WAIT Generate an email when a revision is rejected (how? to whom?)

   11. TN - NOW (AH to make a specification in Wiki) Implement additional document search fields:

       1. Quick Search - Lists revisions assigned user X where workflow steps not completed

       2. Dates for planned workflow steps
       3. Initials for workflow steps

   12. TN - NOW Implement my document workflow todo. E.g. list of revisions where I have to perform a workflow step

       1. Only revisions assigned to me (or user X)

       2. Ordered by plan date
       3. Includes only revisions where the completed date is not set
3. Software updates that require a data model change:

   1. DB update now - Implement new public/private field: 3-state flag to make public to contract or to system (item 3.13)

      1. Could have performance implications

      2. Could make it difficult to know when to display [view] links

   2. WAIT Implement record versioning, to allow a field level audit trail

   3. WAIT Implement file versioning, to allow overwritten upload files to be recovered

      1. Will have consequences to storage and backup
      2. Older versions may only be available from backup

   4. TN - NOW Allow different workflow types for each revision.

      1. Add workflowTypeId to Revisions.

      2. Drawings workFlowTypeId --> defaultWorkflowTypeId?

4. AH Reference data and drawing code configuration:

   1. New task types:

      1. Ablehnung - To document why a revision was rejected

   2. New revision types:

      1. Vorabzug

   3. Temporarily delete top-level classification records (e.g. records with code X00 or X0). This is being done because searching for, for example, Objekt 100 - Fremdanlagen will not include the '1XX' Objekten. Classification fields affected:

      1. Kontakt
      2. Objekt
      3. Dokumenttyp
   4. Add new approval status: Approved (Over-ruled)
      1. Allows Release/Transmission of a revision that has been rejected.
      2. The over-rule applies to the previous workstep

   5. WHO? Change revision numbering from 'v00' either: (Requires input from Axpo/GMM)

      1. A, B, C, ... followed by 1, 2, 3, ...
      2. 1, 2, 3, ... followed by A, B, C, ...

5. TN - NOW Site settings:

   1. Documents: Set all classification fields that are mapped from the drawing code required

6. AH Complete translation of reference data:

   1. Comment types
   2. Roles

7. AH - NOW Configuration Documentation

   1. Document validation rule for checker != approver
   2. Document for 'send mail: if required, always, never' works
   3. Generate email when a new comment is created - Check if this is implemented, and document how to configure it
   4. Generate email when a new comment note is entered - Check if this is implemented, and document how to configure it
8. Translation

   1. Main menu: Rename Submittal (in DE) as Versand

      1. What names to use in EN version?

   2. AH - NOW Input fields names in task search

   3. TN - NOW Fix Session::getMessage so that an empty message default to the default language's message

   4. AH - NOW Search for \t\t in Messages.txt, FieldNames.txt, TableNames.txt and add missing DE translations

   5. AH - NOW Fix missing DE translations:

      • OK - After file upload
      • Next Action - New task

9. WAIT Classification attributes:

   1. Fachgebiet is dependent on Fachgebiet. Solve with V12.x. (item 3.3) --- Fachbereich

10. TN NOW Deployment: Goal is DrawMGT deployment by end Nov (excluding Wiki)

    1. Prepare configuration on lu.softxs.ch for ssh tunnel
       1. Test ssh tunnel
       2. Negotiate procedure with Axpo Unix specialist (Jörg Leppin) for getting access
          1. Alway available
          2. On demand via email/telephone
          3. crontab
    2. Ensure all required tools available
       1. MySQL
       2. PHP - including MySQL access
       3. Apache - including support for PHP5
       4. htmldoc
       5. Perl and PHP extensions
    3. Outgoing email configuration
    4. Apache configuration
    5. php.ini configuration
       1. For Apache
       2. For PHP called from command line (may be a different php.ini file!)
    6. Test DrawMGT installation