Embedded Reports in Print View

I have frequently come across customers that are looking to replace paper or MS Word forms with SBM.   This is a fantastic idea and SBM is a good fit.  The challenge we encountered in the past was that there was the occasion when the contents of the SBM record needed to be printed that included an embedded listing of related records.  

As you know we offer the print form that provides you the ability to configure the print view.  If you desire a pdf format, then you can choose to print to pdf.  However, not until SBM 11.2 did you have the embedded report widget available in the print form.

So, now as of SBM 11.2, you can add an embedded report widget, which now allows you to include that related list in your print form.  

Still trying to think of a use case?

How about invoicing?  If you read my blog on inserting line items, I used the invoice as an example.  Now you have the ability to print that invoice with the embedded list of items included on the invoice.  Check out the SBM_Invoice.pdf.

Configuration is not different from adding an embedded form to a state or transition form, but now adds a new benefit!

RECOMMENDED:  Use a report created in the User Workspace and ensure that you set the Optional HTML Template to "urlrpt.htm" in the Additional Options of your report.  This way you will not end up with a bunch of hyperlink text in your print view report.  This also hides the report title, number of items and other extraneous characters at the top of other report templates.

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Advanced Reports Group & Roles || Users & Roles

Included in this post is the configuration and report queries so that you can create a list of users and their assigned roles by project and a list of groups and their assigned roles by project.

Expected Results!


NOTE:  You can refer to the Advanced Reports Section of the Application Administrator guide for additional information.  Also there are several blogs with more Advanced Reports here on Serena Central.


  1. If you want to use the reports as is, save the AdvancedReports.xml file to the following directory on your SBM server:  SBM Installation/SBM/Application Engine/ViewDefinitions   
    Download Link >  AdvancedUserReport.zip
    Otherwise, make your edits then save the resulting XML file in the directory referenced above.

  2.  Either reset IIS or execute the GenerateViews command.

ttadmin.exe /GenerateViews

Instead of restarting IIS, on the Application Engine server, open the command line, and then navigate to:

installationDirectory\Serena\SBM\Application Engine\bin

Execute the following command: ttadmin.exe /GenerateViews

  1. Add permissions for the necessary users under the Tables privileges for your users or groups.  To run reports and view items.

  2. Create a Summary report for the Roles listed by Users.

  3. Create a Summary report for your Roles listed by Groups.

  4. When you run the reports, ensure that you set the rollup levels to "none".  This way you will eliminate the repeating rows.  This is the reason I chose the Summary report over a Listing report.


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Introducing ModScript - the next evolution in SBM scripting


Beginning in version 11.3, SBM supports a scripting language called SBM ModScript, which offers a degree of power and flexibility beyond that available through the standard administration interfaces. SBM ModScript is accessible from the same contexts as SBM AppScript—you can associate scripts that implement custom features with transitions, notifications, and the self-registration form. You can also set up scripts that run when a user visits a special SBM URL. SBM ModScript is modeled after ChaiScript and contains extensions to support SBM. Programmers can use SBM ModScript to implement custom features in an SBM system.

Now that ModScript is available, questions have come up about the future of AppScript. To help understand what this all means, please review some of the frequently asked questions below.  And feel free to ask additional questions in the comments section. 

So what happens to AppScript?

We here at Micro Focus want to ensure that the transition from AppScript to ModScript is a smooth one, so the two will co-exist in SBM releases for some time.  We want to be sure that ModScript exceeds the capabilities of AppScript before we deprecate AppScript.  AppScript will eventually reach its sunset, but we will give customers advanced notification before that happens.

Do I have to re-write all my App Scripts?

If you want to update your current library of SBM AppScripts, you can use the SBM ModScript conversion utility. Note that this utility is provided on an experimental basis.  It is important to note that the utility provides a way to convert existing SBM AppScripts to SBM ModScript; however, the resultant script does not represent what is considered SBM ModScript that was written with best practices in mind. The utility converts the script into a usable SBM ModScript, but when you begin writing new SBM ModScripts, you do not need to follow the same conventions that resulted in the converted script.

Does this mean support for AppScript is ending in SBM 11.3?

No.  While support for AppScript will eventually end, this would be a future event. AppScript will continue to be supported in releases of SBM that include AppScript until those releases are no longer themselves supported.  By the way, you can see the Product Support Lifecycle Matrix on Micro Focus SupportLine for information on expected end-of-support dates. 

Can I continue to use AppScript in SBM 11.3?

Yes.  While Micro Focus / Serena recommends using ModScript for any new scripts to obtain the most modern and premium experience, organizations may enable and continue to utilize AppScript until such time that it is no longer included in SBM.

Will legacy process apps calling AppScript be affected by this change?

Legacy process apps are expected to continue using AppScript and should function as designed with no modifications required.  There will be no conversion of calls to AppScript to ModScript automatically.  Any changes must be done consciously by a designer.

Will defects in AppScript continue to be addressed?

It is expected that development against AppScript will end with the release of 11.3.  Any non-critical issues encountered with AppScript are not expected to be addressed in patches or to future releases of SBM.

When you say that non-critical issues will not be patched, what defines the difference between a non-critical issue and a critical issue?

A non-critical issue is an issue where business functions are still accessible but may be cosmetically affected or require an inconvenient workaround to operate properly.  Critical issues are those where no workaround is available for a required business function and the business function is not accessible or usable.  While Micro Focus / Serena will work with customers on a case-by-case basis to define the severity of any discovered issue, final characterization is at the discretion of Micro Focus / Serena.

When will AppScript be removed from the product?

At this time, Micro Focus / Serena has not identified a specific release for the removal of AppScript.  When such a release is identified, a Statement of Direction will be issued with more information.  

What resources are available to assist users in transitioning to ModScript?

The best resource is the ModScript Transition Guide in the Documentation Center. You can also ask questions here on Serena Central.


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Team Guru Gets a Raise with Baselines Request Templates

I was recently working with a client whose deployment process consisted of having developers email their team guru with a list of files to grab, the version of the files, the location of the files and what machine to deploy said files onto. Can you say bottleneck? Can you say lost in the (e)mail?

Now in all fairness to the client, these weren’t your typical files. They consisted of Informatica files, Oracle files, and shell scripts that needed to be deployed together in some cases and separately in others. In other words, not your typical deployments.

Luckily the client was looking for a solution to manage their parallel development as well as with automating their deployments. Dimensions CM and Deployment Automation to the rescue. With these two products, we could also help the team guru get more control on the incoming tsunami of requests. Ironically we did it with a request. Dimensions CM Request that is.

Below I will show you how to use Requests to create a Baseline to contain only the files that need to be deployed and then how to map Dimensions CM with Deployment Automation to perform the actual deployments.

Please note, that I don’t have an Informatica system to show you but I think you’ll get the gist.

Create Baseline Template

First thing to do is create a Baseline Template where the Scope is Requests. This will allow you to specify the criteria for inclusion of file revisions based on a list of requests. Later when we make modifications to a file and deliver into a stream, we will relate it to a request. This will automatically create an In Response To relationship in which the baseline will use to include the files. 

From the Admin Console create your baseline template like the one below.


Next add the Requests that should be included in the template along with the criterion like below.


  • Request Type: The request type for which this criterion applies.
  • Request Status: The lifecycle state of requests to be used in the selection criteria.
  • Baseline status code:
    • Choose SUP to include requests at the specified state and upward.
    • Choose EQS to include requests only at the specified state.

Note, that once you use the template to create a baseline you cannot modify the template. It’s best to just add all your request types that could be used for creating baselines. 

Map Dimensions CM Product with Deployment Automation Application

Beginning with Dimensions CM 14.2 you could optionally install Deployment Automation (DA) with Dimensions CM. But starting with v14.3, you could use DA instead of Dimensions Deployment areas when deploying baselines.

If you have not already configured Dimensions to use DA, modify your Product in the Admin Console like below mapping the CM Products to the DA Application. For complete details see the Dimensions CM Deployment Guide. You will need to make modifications to the dm.cfg file, setup authentication between the two products, and map the GSL to DA environments. Note, during a fresh installation this will be automatically configured for you.


At this point you may be asking yourself what mappings are allowed. You can map one CM Product to one DA Application or many CM Products to one DA Application. See below for what is okay and what is not okay.

But that’s okay! This is not a limitation.

We can use many Component Processes within the same DA Application to deploy Informatica, Oracle, and shell scripts together or separately. Look for blog later on about the pros and cons on whether to use one component with many processes or many components with their own processes.



Create Baseline

Now back to solving our team guru’s workload. 

First, we need to make a file modification and relate it to a Request upon delivery (or check out if using Projects). When you do this, CM will automatically create an In Response To relationships between the file and the request.

Second. Action your request to the correct lifecycle state to fit the criterion you specified above when you create your template.

Now you can create your baseline. 

When you do remember to select your Request and Baseline Template as shown below. 



Now you have a baseline that only contains the files related to the Request (DEMO_TASK_1). 



If you have Dimensions CM setup with the Deployment Automation tool, you can now deploy your baseline that will only deploy your specific file(s) base on a Request.



Dimensions CM is a powerful tool in that it allows the developers to relate their source code directly to their Tasks. The In Response To relationship between source code and requests is invaluable. 

That’s great Rose but what about the poor guy that is overwhelmed by all the emails? 

When the developers actions their Tasks to the next state in the lifecycle, Dimensions CM can email the person with all the information that is needed for him/her to deploy the files.

Dimensions knows which files to grab, the version of the files, the location of the files and DA knows what machine to deploy said files onto. Can you say no more bottleneck? 

Okay, so the team guru is still getting emails, but with the time saved from not having to deploy manually allows the guy to keep up with all the requests coming in. Not to mention providing nice reports and metrics for his management. “Look at all this work I’m getting done boss, I think I need a raise” said the team guru.

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Why I Love This Product Essay Contest

We know you love using Micro Focus products, so now’s your chance to tell us about it. The ‘Why I Love This Product Essay Contest’ is a chance for you to tell us how Micro Focus products make your life—and your users’ lives—easier. Whether you’re using ZENworks to manage your endpoint devices or Silk to accelerate the delivery of your applications, we want to hear how much you love Micro Focus products. ONE-T-shirt_smPlus, by entering the contest, you’ll receive a free Micro Focus Community t-shirt.

To participate in the contest, simply send your finished essay to cool.guys@microfocus.com with the subject line that includes the title of your essay as well as the solution group your product falls under. For example: Why Visual COBOL Rocks my World—COBOL Development All entries must be submitted by 10 July 2017 to be eligible.

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