NOK Configuration for the Linthal 2015 Project

Notes

1. The official project name is PSW Limmern (Linthal 2015 is a project above, which include PSW Limmern)

2. NOK is being renamed as Axpo

3. Axpo Informatic will host our server. They seem to be quite independent of NOK and the Linthal project

4. This page describes a configuration method for the Linthal project, which could become a model
   • for configuring other project too.

Terminology

1. Zust. = Approval (Zustimmung)
2. Indextyp = Document code type

Contact Information

Contact Addresses

Main Office

• Axpo AG - Hydroenergie, Parkstrasse 23, CH-5401 Baden
• +41-56-200-4483

Axpo Informatik

• Axpo Informatik AG
• Bruggerstrasse 68, Postfach, CH-5401 Baden

Construction Site

• Tierfeld, Kanton Glarus

• Main Office: 3rd floor of the Bauleitung office, a 3-level white container office complex

• CH coordinates: 717 750 / 193 178 (46.879298N, 8.983394E)

Contact Names

• Name	Description	Email	Phone
  Martin Gmür	Main contact for system configuration	Martin.Gmuer@axpo.ch	+41-56-200-3872
  Norbet Wohlkinger	Commercial contact	Norbert.Wohlkinger@nok.ch	T: 056-933-4483, M: 079-630-3150
  Martin Hase	Leiter Baustelle	Martin.Hase@axpo.ch
  Emil Bieri	Electro-Mechanical Leiter	Emil.Bieri@axpo.ch
  Rene Käppeli	Axpo Informatik	Rene.Kaeppeli@axpo.ch	T:056-200-4538, M:079/609-6147
  Jörg Leppin	Unix/Linux Spezialist	Joerg.Leppin@axpo.ch	T +41-56-200-4569, M +41-79-403-9429

Discussions and Input Data from NOK

2009.10.13: Email from GMM

1. Bewilligungsauflagen Erfassung DrawMGT v02.xlsx - Example spreadsheet for Bewilligungsauflagen

2. Request for management of milestone dates, that can be assigned to tasks as due dates. This includes the ability
   • change the dates for milestones and have them automatically change the due dates of the tasks.

2009.10.16: AH/GMM/etc. Meeting in Baden to discuss classification system and workflows

1. Request for feature (for document/revision security): New flag in Drawings and/or Revision record:
   • Public to Bereich
   • Public to entire system

2. Request for feature: New workflow step F Freigabe, a final approval that is performed after all the

   • other Z (Zustimmung) approvals, and before the Submit workflow step. To be called Release in English.

3. New ApprovalStatus: Nicht efforderlich (e.g. N/A - Not Required). Rules:

   • Plan date: optional

   • Complete date: must be empty

   • Initials: optional

4. Summary of German language approval steps:
   • Offen
   • Erteilt
   • Erteilt mit Kommentar
   • Abgelehnt
5. Implement new workflows:

   • DCAAAAR - Design-Check-App1-App2-App3-App4-Release

   • DCAAAARS - Design-Check-App1-App2-App3-App4-Release-Submit

   • RCAAAAR - Receive-Check-App1-App2-App3-App4-Release

   • RCAAAARS - Receive-Check-App1-App2-App3-App4-Release-Submit

6. Request for improved event history to see exactly what was changed in workflows.

7. Idea for new Comment field for each Approval and Release workflow step

   • Did not commit to implementing this feature
   • NOK agreed to use tasks/comments for recording comments associated with approvals

New configuration files sent after the meeting from GMM:

1. 2009.10.19 DrawMGT PSW Limmern Struktur v01.xls -- Master configuration file for classifications

   • Worksheet Indextyp -- describe drawing code format and file names
   • Worksheet Attribute PSW Limmern -- list of all the classification and other reference data

2. 2009.10.19 DrawMGT Indextyp-Attribute v01.xlsx -- List of document code types and their components

3. 2009.10.19 DrawMGT Doktypen-Prozesstyp v01.xlsx -- List of (project) document types and their

   • corresponding document code types and workflow types. Note that we will implement the project document type as a classification field, and separate from the documentTypeId.

4. 2009.10.19 DrawMGT Prozesstypen Tabelle v01.xlsx -- List of desired workflows

Note that that attribute lists in the file 2009.10.19 DrawMGT PSW Limmern Struktur v01.xls generally have a set of code letters. E.g. Bereich has code aa. These same codes also appear in the document code definition and the names of the .txt and .sql files (see below).

2009.10.23: Emails from GMM for Training

1. Training schedule: mails: 10/23/09 8:42 AM and 10/23/09 11:37 AM

   1. Montag, 9. November 2009, 13:00 - 16:00, Axpo AG Baden, Teilnehmer: 6 Neue, E. Bieri, M. Gmür Rescheduled to Dri 13th (see below)

   2. Dienstag, 10. November 2009, 13:00 - 16:00, Axpo AG Baden, Teilnehmer: 5 Neue, M. Hase, M. Gmür
   3. Mittwoch, 11. November 2009, 13:00 - 16:00, Bauleitung Tierfehd (Linthal), Teilnehmer: 4 Neue, M. Hase, M. Gmür
   4. Freitag, 13.11.2009, 9-12 Uhr, Axpo AG Baden, Teilnehmer: 6 Neue, E. Bieri, M. Gmür

2009.10.23: Phone call AH/GMM

1. Official project name is PSW Limmern.

2. Change workflow step name E (Erhalten/Receive) to B (Bekommen).

3. The old (original) test system test is to be kept.

   • The new update of the data from the meeting or 2009.10.16 should go in the beta system.

4. OK to delay deployment of production system to the Axpo hosted server to the end of the year

2009.10.30: Email from GMM: Configuration Corrections

New/Updated files included in the email:

1. L2015 DrawMGT Indextyp-Attribute v02.xlsx -- Updated system classifications

   • Worksheet with document code definition (unchanged)
   • Worksheet with updates classification lists (updates marked in red)
     • Some corrections have already been made (Kontakt 571, 572)
     • Need to suppress the display of the Code for Lage and Tätigkeit

       • See cfg/linthal/site/config/Settings-CacheFieldDisplay.php

2. L2015 DrawMGT PSW Limmern Struktur v02.xls -- Contract/Group structure

   • Contract and Group structure

   • Should map to the ContractRef and Groups worksheets in linthal-configuration.xls

3. L2015 DrawMGT Testsystem Korrekturliste v01.xlsx -- List of ToDo items (See below)

   • Review items:
     • State which items easy/difficult to implement
     • Separate into translation/programming/configuration

2009.11.02: Email from GMM: Corrected !ToDo List

1. L2015 DrawMGT Testsystem Korrekturliste v02.xlsx -- List of ToDo items, with priorities added. (See below)

Most corrections should be made in the worksheets in cfg/linthal/site/config/linthal-configuration.xls, and then then loaded into the linthal system and described below.

2009.11.03: Conference Call AH/GMM

1. L2015 DrawMGT Testsystem Korrekturliste v02-AH1.xls -- Updated from conference call with AH/TN remarks

Discussion of system configuration ToDo list (attached above). See column 'AH/TN Bemerkungen', for the list of to do items. We need to:

1. Discuss the PROBLEM (bright-pink) items, and decide how to proceed.
2. Implement the configuration changes, easy fixes and bugs (light-pink) items.
3. Implement the translation (yellow) items.

I hope we can implement all of these by the end of the week.

2009.11.03: Email from GMM: Updated Configuration Files

1. linthal-configuration v02.xls -- File returned from GMM. Only the Users worksheet appears to be updated.

2. L2015 DrawMGT Rollen v01.xlsx -- List of user roles, and DE names for the roles.

3. L2015 DrawMGT PSW Limmern Struktur v02b.xls -- Updates to contract & group codes, marked in red. (File renamed to v02b from v02)

2009.11.03: Updated NOK ToDo List

1. L2015 DrawMGT Testsystem Korrekturliste v02-AH3.xls - Includes new columns AH/TN Remarks & Status

2009.11.19: Phone call AH/GMM

1. Update test system with latest CVS updates

2. Create new task type Bewilligungsauflagen

3. Update L2015 DrawMGT Testsystem Korrekturliste v02-AH4.xls

   1. Update with input collected during training sessions
   2. Sent to GMM
4. Check Auflagen spreadsheet: check fields can fit in the Comments table

   1. (Bewilligungsauflagen Erfassung DrawMGT v02.xlsx) -- see email from 2009.10.13 above)

5. Suggestion for allowing task subscribers to download documents attached to a task, regardless of their user roles. E.g.
   • making some a subscriber to a task, would automatically give them viewing rights to all documents attached to the task.

Training Sessions - List of Attendees

Session 1: 2009-11-10, 13:00, Tuesday, Baden

As seated at table, from Martin's left:

• Martin Gmür - Stab Projektoberleiter
• Alan Hodgkinson - SoftXS MD
• Norbert Wohlkinger - Leiter Projektsupport
• Rami Molander - SoftXS Marketing/Sales
• Michael Schleger - (Asked about sequence number blocks)
• Roland Hug - Projektleiter Los A2 (Baustelle?)
• Adele Grandi - Projektassistentin Projektplanung
• Daniel Loosli - Leiter Projektplanung
• Martin Hase - Projektleiter Los A2 (PM Dam)
• Philippe(?) Müller - PM Adits

Session 2: 2009-11-11, 13:00, Wednesday, Tierfeld

As seated at table, from Martin's left:

• Martin Gmür - Stab Projektoberleiter
• Hans-Peter Schmid - Syv. Chefbauleiter
• Peter Priske - Bauleiter
• Martin Hase - Projektleiter Los A2 (PM Dam)
• Thomas Rageth - Leiter Baustellenmanagement
• Helmut Roth - Bauleiter
• Valeria Frede - Sicherheitsbeauftragte Linthal 2015
• Alan Hodgkinson - SoftXS MD

• Nadia Semadeni - Projektleiterin Umwelt (& Bewilligungsauflagen?)

• Rami Molander - SoftXS Marketing/Sales

Session 3: 2009-11-10, 09:00, Friday, Baden

As seated at table, from Martin's left:

• Martin Gmür - Stab Projektoberleiter
• Alan Hodgkinson - SoftXS MD
• Martin Husler - Stv. Projektleiter Projektplanung
• Heinz Andermatt - Projektleiter HLKSE
• Boris Ritter - Projektleiter Los C1, C3
• Rico Senti - Geologe
• Emil Bieri - Projektleiter Los C2

Project to DrawMGT Configuration Mapping

This section describes how the mapping from the NOK spreadsheet 2009.10.19 DrawMGT PSW Limmern Struktur v01.xls and the DrawMGT database tables.

• Worksheet Name	NOK Description	DrawMGT Table	Notes
  Ref-aaa	Bereich	ContractRef
  Ref-b	Projektphase	ProjectPhaseRef
  Ref-cc	Fachbereich	CategoryRef
  Ref-ddd	Objekt	LocationRef
  Ref-eee	Kontakt	WorkTypeRef	Copied also to table Companies s. below
  Ref-ff	Dokumententyp	SiteClassification1Ref	Keep separate from DocumentTypeRef
  Lage	Lage	AlignmentRef
  Taetigkeit	Tätigkeit	WorkCategoryRef
  Archiv	Archiv	SiteClassification3Ref
  Veroeffentlichung	Veröffentlichung	SiteClassification4Ref
  WorkflowSteps	-	-
  ApprovalStatusRef	-	ApprovalStatusRef	German translation of workflow steps
  Companies	-	Companies
  Groups	-	Groups
  Users	-	Users
  UserRoles	-	UserRoles

A workaround is applied to fullfill NOK requieremnt 9.1 in L2015 DrawMGT Testsystem Korrekturliste v02.xls. NOK's Kontakt information will be copied also to table Companies to allow to select the same information in feld Requestor.

NOK Document Coding System

Drawing and Revision Code Format

Note: NOK calls the drawing code Indextyp

Drawing Code

• Document Code

  -

  Revision Code

  File Extension

  aaa

  -

  b

  -

  cc

  -

  ddd

  -

  eee

  -

  ff

  _

  ####

  -

  XXX

  -

  v

  ##

  .yyy

Component Description

• Part	Description	DrawMGT Mapping
  aaa	Bereich	contractId
  b	Projektphase	projectPhaseId
  cc	Fachbereich	categoryId
  ddd	Objekt	locationId
  eee	Kontakt	workTypeId
  ff	Dokumenttyp	siteClassification1Id
  ####	Laufnummer (drawingNo)	drawingNo
  XXX	Teilnummer, 1-3 alphanumeric characters, optional	-none-
  -		-none-
  v	Constant	revisionCode (with revisionNo)
  ##	Versionsnummer (revisionNo)	revisionNo
  .yyy	File name extension	-none-

Generated SQL Configuration Files

The NOK configuration information lives in the drawmgt-cfg configuration tree:

• cfg/linthal/site/data

Most of the configuration is generated from an Excel file:

• linthal-configuration.xls

The initial worksheet called Overview lists the mappings from the NOK attribute lists to their corresponding DrawMGT classification tables. Note that DrawMGT V11.3 has four extra classification tables SiteClassification1-4.

The generation is perform by saving each separate worksheet in the Excel file, in tab-separated format, into a file of the same in the data directory.

• E.g. Save the ContractRef worksheet as ContractRef.txt

• Save the other worksheets too

Then run a script to generate SQL files:

• generateRefData.sh

This script reads the .txt files and outputs .sql files

Then load the SQL into the database and run genMeta.pl

  cd cfg/linthal/site/data

  mysql -u... -p...
    create database linthal113dev;
    use linthal113dev;

    source ../../../../app/schema/drawmgt-schema.sql
    source ../../../../app/schema/id-table-schema.sql
    source ../../../../app/schema/data/refdata.sql

    source linthal-configuration.sql

    source ../../../../app/schema/id-table-setup.sql
    quit

  cd ../../../../app/etc
  ./genMeta.pl