Master ToDo List

Contents

  1. Master ToDo List
  2. Customer Projects
    1. Coya
    2. HMS
    3. Ilulissat
    4. IDP
    5. KEJV
    6. Lagarfoss
    7. Linthal
    8. MET
    9. MRE
    10. NDD
    11. Sisimiut
    12. Pöyry
    13. Verkis
  3. Internal Projects
    1. DrawMGT Development
    2. CH Servers
    3. HU Servers
  4. Old Notes (Probably Obsolete)
    1. General Items
    2. General DrawMGT Development Tasks
    3. MET ToDo Items
    4. NOK ToDo Items
    5. Rennes Metro Ligne B (MRE) ToDo Items
    6. Open Points

Customer Projects

Coya

  1. Download new documents from Geraud's web site AH - DONE 2010.03.09

  2. Review and write up notes for document renumbering. See emails from 2010.02.10 & 2010.02.28

  3. Migrate to new server?

HMS

  1. Clarify requirements with Harald and Ines.

Ilulissat

  1. Waiting for initial ideas for classification. Expected by end March 2010.

IDP

  1. Get price for Skyrr hosting
    • Reply from David at Skyrr (2010-03-09 10:36): 34.300 without VAT ISK. Monthly.
  2. Write backup and security statement for Jon

  3. Get authorization for releasing backups/documents to RioTinto from Jon

  4. Proposal for implementing: Transmission save/update
  5. Proposal for implementing: Distribution Matrix
    • Discuss functionality AH/TN

    • Possible solution: New comment type called distribution list.

  6. AH - Investigate bug: TR-422-173. List of documents in transmission is displayed incorrectly (it is incomplete).

  7. Request for feature: Fort users and user lists by first name.
  8. Improvement to display of roles: Display all role names, including those with no roles assigned
  9. Improvement to drawing code entry: convert lower case text to upper case text

  10. SOON - Implement new approval status: in progress, which works exactly like open.

  11. Improved document search:
    • Search by worklows status and dates
  12. Feature request: System should operate in GMT if possible
  13. Document the maximum size of file upload

  14. TN - Setup WebDAV area for document uploading

    • Migrate IDP to ymir server first?
  15. Feature request: Ability to lookup history of transmittals of individual documents

  16. Idea for feature: Implement flag in refdata tables that mean no more new items with this classification

    • would allow you to reture a classification field, but keep old data that was classified using it.

  17. Done? - Write wiki page describing mappings from DrawMGT field names to IDP field names

  18. AH - Create a TN wiki user on IDP Wiki.

  19. Idea for feature: implement ability to rename metadata column names
  20. Fix the display order (in the drop down list) of the project phases

KEJV

Lagarfoss

Linthal

  1. AH - NOW - Test automatic sequence number assignment.

  2. Schedule meeting with Gmür, re: requirements capture for processes
  3. Complete priority 1 items on Koeerkturlist
  4. Meeting with Gmür/Wohlkinger, re: billing for recent updates and further work
  5. Schedule user training
  6. Translate validation messages
  7. Improve DE language documentation

MET

  1. Upload claims correspondence -- Waiting for instructions
  2. Upload 2010-Q1 documents?

  3. Upload Mary McGrath documents?

  4. Switchover MET system from lu.softxs.ch to softxs.hu
    • Setup automated mirroring from lu.softxs.ch
    • DNS updates?
    • HTTP redirect on lu.softxs.ch
    • Automated backups to lu.softxs.ch and sz.softxs.ch
  5. Implement multiple classification

MRE

Goal of establishing a baseline of the work done so far:

  1. Complete uploading of metadata and files from DVDs
  2. Andrew to prepare metadata and documents of the documents for upload

    • These are document C&B and their partners produced for the bid

  3. Have discussion of how to build on the work performed so far:
    • Rapid deployment of the next bid system
    • Or implement a bid system capable of having one bid per contract

  4. Visit C&B in Paris to give presentation of DrawMGT and work with Andrew

NDD

  1. See if there are any configuration changes/expansions based on Colenco using DrawMGT system
  2. Setup project Wiki

Sisimiut

Pöyry

  1. Create a document archive for Jean-Pierre Gisiger
  2. Write proposal for bid system for Robert Bartlett

Verkis

  1. Write proposal for KEJV archive system
    • Get price for archive system hosting at Skyrr
    • Reply from David at Skyrr (2010-03-09 10:36): 34.300 without VAT ISK monthly, plus 4 hours work to setup (4*15.120 = 60.480)

Internal Projects

DrawMGT Development

  1. Implement document file upload via WevDAV
  2. Implement copy user and copy user roles
  3. Implement user role update for all contracts (in a single form)
  4. Implement integration of logins for DrawMGT and Wiki
  5. Design/concept for file versioning
  6. Design concept for DB record versioning

  7. Implement DCAR & RCAR workflows

  8. Implement configuration option allowing designer to be same as checker
  9. Implement virus scanning of documents stored in system (ClamAV?)

CH Servers

  1. Implement routing for multiple-incoming IP address - AH - Done 2010.03.09

  2. AH NOW - Implement master/slave DNS servers

    • lu.softxs.ch -- softxs.ch
    • hu.softxs.ch -- softxs.hu
    • jkaelin.ch

  3. AH NOW - Find hosting/housing provider in LU area

  4. AH NOW - Find source for 1-HU dual-disk server. Specs:

    • 1.8+ GHz, 2GB+ memory, 1/1.5 TB dual SATA disks

  5. Consider getting official SSL certificate:

    • For softxs.hu - for Budapest server
    • For softxs.ch domain - for lu server and new external server
  6. Update jkaelin.ch backup server - need more disk space

HU Servers

  1. Get domain name doftxs.hu -- currently waiting
  2. Setup automated backups from all production sites
  3. Implement configuration for outgoing email

Old Notes (Probably Obsolete)

General Items

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

    1. AH Find and send layout PDF to Tibor

    2. AH - NOW AH to get information for Martin Pike business cards

    3. TN - NOW Select a printing company

    4. Tibor to bring cards to CH

  2. AH - SOON Order PC & Excel books for Edina

  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 - DONE AH 2009.11.17

    1. SmartForm can bill up to 75,000 CHF/year (in 2010, up to 100,000 CHF) without having to pay MWSt.

    2. Bonasati can bill an unlimited amount and SoftXS has to pay MWSt, but gets the amount credited back

  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. Revision workflowTypeId and layoutTypeId

    3. New publish to project/contract field (Drawings/Comments.privacyLevelId)

  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 - DONE AH 2009.11.16 in V11.3/V12.0

    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. WAIT Update V12.0 data model (drawmgt.PDM) to match current schema

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

    1. TN - SOON Determine priority (Martin Smith)

    2. Document proposed design and data model changes

  6. AH - SOON 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. TN - NOW Document metadata file format in Wiki

    2. AH/TN - NOW ..and make sure Martin Smith agrees!

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

  2. Determine and document next activities we perform for Martin Smith
    1. What are next items for Martin Smith:
      1. Upload more documents?

      2. Import documents directly for Mary McGraw's team?

      3. Priority for multi-classification (V12.1)?
    2. Should document results in a wiki page (probably in wiki.softxs.ch/intern)

  3. TN - SOON Setup hosting of Budapest server (TN)

    1. Select provider

    2. trategy for partitions: encrypted/non-encrypted

      1. Non-encrypted for primary file systems and DrawMGT live system(s). E.g. you can reboot without worrying about key

      2. Encrypted for backup partitions. Will need to enter key by hand to have automatic backups run

    3. Access for Edina/Martin for file transfer

  4. WAIT Set classification fields automatically from drawing code, in version V12.1

  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 - DONE TN 2009-11-17 V12.0

    2. AH - NOW 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 code component names (via tags) to left of select lists. Use a tag to display the component name (item 2.7, easy) - DONE TN 2009-11-17 V12.0

    2. AH - NOW New document: Custom template to hide display of layout type and document type input (item 2.1) - DONE AH 2009.11.17 V11.3

      • Uses style attribute on table row (TR) tags to suppress the display. e.g. <tr style="display:none"> ... </tr>

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

    4. TN - NOW New document: Set classification fields button, works like Preview but stays in input form (item 2.13) - DONE TN 2009-11-23 V11.3

    5. AH - NOW New document: Custom input template that highlights classification fields that are part of the drawing code - DONE AH 2009-11-17 V11.3

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

      1. will probably have to implement a new drawing code keyword optional that is used to set non-required for the component field. - DONE TN 2009-11-17 V12.0 (existing keyword required is used)

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

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

    8. TN - NOW Revision file upload: (item 2.12) - DONE TN 2009-11-24 V11.3

      1. Display expected file basename in initial screen DONE

      2. Add checkbox that enables automatic renaming of uploaded file to conform to naming convention. DONE

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

    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 model update now - DONE AH 2009.11.23

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

        1. Implemented as field privacyLevelId (in Drawings and Comments), replaces existing unused field privateFlag.

        2. Potential implementation issues:
          1. Could have performance implications

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

        3. Changed Drawings.privateFlag --> privacyLevelId

        4. Changed Comments.privateFlag --> privacyLevelId

        5. Added table PrivacyLevelRef referenced by the pricacyLevelId fields

    2. TN - NOW Allow different workflow types for each revision. DONE

      1. Changed Drawings.workFlowTypeId --> defaultWorkflowTypeId

      2. Changed Drawings.layoutTypeId --> defaultLayoutTypeId

      3. Added Revisions.workFlowTypeId

      4. Added Revisions.layoutTypeId

    3. TN - NOW Change sheetNo to an alphanumeric field - DONE

      1. Changed Drawings.sheetNo INTEGER --> CHAR(16)))-

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

    5. 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. --(AH - SOON Reference data and drawing code configuration (waiting for response from Axpo, expected 2009-11-19)

    1. Expected new task types:

      1. Ablehnung - To document why a revision was rejected

    2. Expected 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 to required

  6. AH - SOON 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. AH - SOON 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 Not required. We get access via RSA public key

    2. Negotiate procedure with Axpo Unix specialist (Jörg Leppin) for getting access

      1. Send RSA 1024 bit key and IP numbers to Jörg Leppin - DONE AH 2009.11.23

      2. Create honir user axpo
      3. Test ssh login from honir
    3. 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
    4. Outgoing email configuration
    5. Apache configuration
    6. php.ini configuration
      1. For Apache
      2. For PHP called from command line (may be a different php.ini file!)
    7. Test DrawMGT installation

Rennes Metro Ligne B (MRE) ToDo Items

Goal is to get a basic system running in early december. Andrew Bourget is the contact person.

  1. Wait for definitive go ahead from Andrew Bourget on Wednesday 2009.11.25
  2. Setup generic application

    1. Get DNS entry for mre.softxs.ch - DONE AH 2009.11.23

    2. Setup virtual host - DONE AH 2009.11.24

    3. Setup user mre - DONE AH 2009.11.24

    4. Install basic v11.3 system

  3. NOW - WHO? Prepare configuration spreadsheets

    1. Classification attributes
    2. Users
    3. User roles
  4. Decide/design drawing code and revision code

Open Points

  1. How to display Revision List in Document detail if Revisions have different work flow types.

MasterToDoList (last edited 2010-03-13 08:41:01 by 10)