RegoXchange
  • Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting.
  • There’s an upgrade in your future. Do you want to understand the costs, durations, and lessons learned? We’ll review existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan.
  • This tech trick demonstrates how to use Microsoft Excel to map data to XOG files by using the Developer tab in Excel 2010+.  Using a standard XML XOG file as provided by CA the guide and walkthrough video shows off the power of Excel and the ease in which object instance values can be directly inserted into or updated in Clarity.
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
  • The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
  • The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
  • The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them.  This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.
    Column Label Description
    Resource Name Name of the resource
    Resource ID ID of the resource
    Type Object or Portlet
    Portlet Code ID of the portlet
    Portlet Name Name of the portlet
    Object Associated Object
    Object View ID of the modified view on the object
    Object Code Internal code used by the query
    pkid Internal code used by the query
    portlet_dbid Database id of the portlet
    res_dbid Database id of the resource
  • The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them.  This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.
    Column Label Description
    Resource Name Name of the resource
    Resource ID ID of the resource
    Type Object or Portlet
    Portlet Code ID of the portlet
    Portlet Name Name of the portlet
    Object Associated Object
    Object View ID of the modified view on the object
    Object Code Internal code used by the query
    pkid Internal code used by the query
    portlet_dbid Database id of the portlet
    res_dbid Database id of the resource
  • Course Description:   This session will walk you through a step-by-step approach to doing application rationalization within your organization. We will also review how to sell the benefits and processes within your organization.
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