Shida Na Tribbles … kupotea .. KPIs

6 majibu

This past week I finished off a proof of concept project for a client in Manhattan. While implementing the solution, Mimi mbio katika mwingine kasoro ya MOSS KPIs (kuona hapa kwa ajili ya suala uliopita KPI na workaround yangu).

Background: We used SharePoint Designer workflow to model a fairly complex multi-month long business process. As it chugged along, it would update some state information in a list. KPIs use this data to do their mojo.

We decided to create a new site each time a new one of these business processes kicks off. Aside from the workflow itself, these sites host several document libraries, use audience targeting and so forth. Just a bunch of stuff to help with collaboration among the internal employees, traveling employees and the client’s participating business partners.

We also wanted to show some KPIs that monitor the overall health of that specific business process as promoted by the workflow state data and viewed using the KPIs.

Hatimaye, we used KPI list items that do a count on a view on a list in the site (as opposed to pulling from another data source, like excel or SQL).

The Problem: As you can imagine, assuming we were to carry the basic idea forward into a production world, we would want a site template. Provision a new site based off a "business process" template.

The problem is that you can’t seem to get a functioning KPI that way. When I create a new site based on a template with a KPI List and KPI web part, the new site’s KPI data are broken. The new site’s KPI list points at whatever source you defined when you first saved it as a template.

By way of example:

  • Create a new site and build it to perfection. This site includes the KPI data.
  • Save that as a template.
  • Create a new site and base if off the template.
  • This new site’s KPI list items’ sources point to the site template, not the current site.

The instantiation process does not correct the URL.

I tried to solve this by specifying a relative URL when defining the KPI list item. Hata hivyo, I couldn’t get any variation of that to work.

I always want to pair up these "problem" blog posts with some kind of solution, but in this case I don’t have a good one. The best I can figure is that you need to go in to the newly provisioned site and fix everything manually. The UI makes this even harder because changing the URL of the source list causes a refresh, so you really have to redefine the whole thing from scratch.

If anyone knows a better way to handle this, tafadhali post comment.

</mwisho>

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6 mawazo juu ya "Shida Na Tribbles … kupotea .. KPIs”

  2. Robert
    Hmm.. Nashangaa kwa nini ni kuonyeshwa jina langu kama "(untitled)" Ina maana "Nameless" katika Sweden ;). Nilijaribu kuhuisha maelezo yangu hivyo natumaini ni kazi bora wakati huu!
    Kweli, Mimi kuwa blog ambayo mimi baada ya njia pia mara chache (http://www.sharepointblogs.com/bobsbonanza). Mimi sijui ni kwa nini mimi si mawazo kuhusu mabalozi kuhusu hilo, lakini mimi. Shukrani kwa ajili ya pendekezo! 🙂
    // Robert
    Kujibu ↓
  3. Paulo Galvin
    untitled,
    Hiyo ni ya kuvutia sana. You should consider blogging about that 🙂
    Kama mabalozi si kikombe yako ya chai, Ningependa kuwa na furaha kuandika kitu juu na baada ya kuwa hapa kwa niaba yako.
    Kujibu ↓
  4. Robert
    Mimi nilikuwa halisi tatizo moja. I "kutatuliwa" ni kwa kujenga mtandao sehemu kwamba iliyopita KPIs kutumia data chanzo kwenye tovuti ya sasa kisha kufuta yenyewe na mahitaji ukurasa katika browser na imetuma ombi la ukurasa huo. Aina ya cludge, but it worked.
    Ni wazi una kuandika kificho kuzuia mtandao sehemu kutoka kufuta yenyewe kutoka ukurasa anakaa juu ya kwenye tovuti unatumia kama template tangu unataka sehemu ya mtandao kuwa ni pamoja na katika kuokolewa tovuti template…
    Kujibu ↓
  5. Jeremy Thake
    Ni wazi si kama tu kama kusafirisha Site Kigezo, lakini unaweza aŭtomate kuundwa kwa tovuti kwa kujenga ufumbuzi Kipengele na juu yake inleda katika Blank Site kujenga nini unahitaji. Ni mwepesi mchakato chungu, lakini anapata kazi kufanyika. I just wish there wre more automated ways of pointing at a mock up and saving it as a template! "Solution Generator" on steriods in the Nirvana for our development team at the moment 😉
    Kujibu ↓
  6. Mark Miller EndUserSha​rePoi...
    Paulo – Another shortcoming that I reported with KPIs and was confirmed with Microsoft:
    When you display KPIs through the KPI web part, clicking on one of the status indicators will take you to a details page. Hata hivyo, if the KPIs are trying to read across multiple sites, this functionality is broken… you will get an error message when trying to display details. I reported this to MS last month. They tested and confirmed it is a bug.
    Regards,
    Alama
    Kujibu ↓

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