Best Practices for managing IFS Release Updates

Applying Release Updates robustly and securely involves a structured approach to ensure minimal disruption and maximum benefit. Here are some tips and best practices for managing release updates in IFS Cloud:

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1. Preparation and Planning

Assess the Update: Understand the contents of the release. Review release notes, documentation, and change logs to identify new features, bug fixes, and potential impacts.

IFS Product Release Notes (IFS Community)

IFS Cloud Service Update Fixes and Release Approvals (IFS Community)

Compatibility Check: Ensure the new release is compatible with your current environment, including hardware, operating system, and other software.

Backup: Perform comprehensive backups of all systems and data that will be affected by the update. This includes full system backups and backups of the IFS data and configurations.

 

2. Testing

Test Environment: Set up a test environment that mirrors your production environment as closely as possible.

How to request an automated clone of the IFS Cloud app hosted on IFS Cloud service (non-production) (Customer Support Portal)

IFS Cloud Environmental Cloning Service (Customer Support Portal)

Pilot Testing: Deploy the update in the test environment first. This helps identify any issues that may arise during the update process.

User Acceptance Testing (UAT): Involve end-users in testing to ensure that the update meets their needs and doesn’t disrupt workflows.

 

3. Communication

Stakeholder Communication: Inform all stakeholders, including users and IT staff, about the planned update, its benefits, potential downtime, and any expected changes in functionality.

Scheduled Downtime: Plan the update during a maintenance window to minimize disruption. Communicate this schedule well in advance.

 

4. Implementation

Follow Vendor Instructions: Adhere strictly to the vendor’s instructions for applying the update. This includes following step-by-step guides and using any provided tools.

Incremental Updates: If applicable, apply updates incrementally rather than jumping multiple versions simultaneously. This can help isolate issues more effectively.

Release Update (Technical Documentation)

Service Update (Technical Documentation)

 

5. Monitoring and Validation

Monitor Systems: After applying the update, closely monitor the systems for unusual behavior or performance issues.

Validate Functionality: Ensure that all critical functionalities are working as expected. This includes running key processes and checking data integrity.

 

6. Post-Update Review

Document the Process: Record the update process, any issues encountered, and how they were resolved. This documentation will be valuable for future updates.

Feedback Loop: Gather feedback from users and IT staff to identify any problems that were not immediately apparent and to improve future update processes.

 

7. Risk Management

Rollback Plan: Have a rollback plan in place in case the update causes significant issues. This should include steps for restoring from backups and returning to the previous state.

Risk Assessment: Continuously assess the risks associated with the update and have mitigation strategies ready.

 

8. Continuous Improvement

Review and Improve: After the update, conduct a review meeting to discuss what went well and what could be improved. Update your procedures accordingly.

Stay Informed: Keep abreast of new releases, patches, and best practices from the vendor and the wider user community.

 

By following these best practices, you can ensure that IFS release updates are applied smoothly, minimizing downtime and ensuring that your systems remain secure and efficient.

 

Ready to Learn More?

Book a meeting with us today to delve deeper into these best practices and tailor them to your specific needs. Our team is here to provide insights, answer your questions, and help you implement these strategies effectively.

We look forward to helping you achieve seamless and secure IFS release updates.

 

Elvia og Align utnytter mulighetene i IFS Cloud!

Elvia er Norges største nettselskap og er ansvarlig for å sikre at nesten to millioner mennesker i Oslo, Innlandet, Akershus og Østfold har strøm i stikkontakten.

 

Align har samarbeidet nært med Elvia i mange år og i overgangen til IFS Cloud har Align bistått i forprosjektet, selve prosjektgjennomføringen og i den påfølgende forvaltingen av IFS Cloud. Align bistår Elvia med løsningsarkitekt, funksjonell rådgivere, teknisk arkitekt/buildplaceadministrasjon og utviklere.

 

IFS Cloud trigger noe viktige prinsipper;

  1. Alle aktører i økosystemet skal kunne bistå med CRIM (tilpasninger og konfigurasjoner).
  2. Løsningen skal forbli fremtidsrettet og «evergreen», noe som betyr at tilpasninger skal skje utenfor kjernen av applikasjonen for å lette oppdateringer og endringer.
  3. Elvia skal kontinuerlig forbli i forkant av teknologisk utvikling, sikre løpende forbedringer gjennom prosjekter, releases, og oppdateringer.

 

En av de mest signifikante endringene med IFS Cloud er bruken av RestAPIer som muliggjør forbedringer utenfor selve kildekoden. Enkelt sagt kan alle applikasjoner som støtter REST-API nå enkelt kommunisere med IFS Cloud uten større tilpasninger, feks. ved bruk av standardiserte low code-løsninger.

 

Et viktig aspekt med samarbeidet er at Align sin løsningsarkitekt er en integrert del av en større arkitektgruppe hos Elvia. Med sin spesialisering på IFS Cloud, arkitektur og metodeverk har løsningsarkitekten spilt en sentral rolle i å veilede Elvia med tanke på egne forretningsbehov og hvordan disse best kan løses – enten innenfor rammen av IFS, gjennom alternative systemer eller i Elvias egenutviklede løsninger.

 

I denne prosessen har også Aligns utviklere jobbet tett med utviklere fra andre selskaper, både for å analysere muligheter i IFS og for å utvikle optimale løsninger ved bruk av RestAPIer. Dette samarbeidet har vært og vil være avgjørende for å utvikle og implementere innovative løsninger uten tunge tilpasninger, slik at IFS Cloud løsningen forblir evergreen i form av regelmessige oppdateringer. Denne strategien er en nøkkel for å maksimere verdien av IFS og styrke evnen til å møte fremtidige behov.

 

Vi i Align ser frem til å oppnå nye forretningsmål sammen med Elvia.

 

Samarbeid er nøkkelen til suksess!

IFS Cloud innebærer valgfrihet, men også økt ansvar for deg som kunde. Du må ta viktige valg for forvaltning av din IFS-løsning, både for kortere og lengre sikt. I tidligere versjoner av IFS kunne det være krevende å få flere til å samarbeide om ens IFS-løsning, spesielt med hensyn til tilpasninger i applikasjonen. IFS Cloud gir kunden muligheten til å være i førersetet og invitere inn flere samarbeidspartnere som jobber sammen, side om side. I IFS Cloud er det kunden som eier sin løsning, også tilpasningene.  

Hvilke valg må man ta? 

Kunden må først og fremst velge hva de ønsker å gjøre selv og hva de ønsker å overlate til andre. Ønsker man å ha sterk styring og kontroll, med høy grad av involvering av egne ressurser, eller ønsker man å overlate «mest mulig» til en eller flere partnere? Svaret på disse spørsmålene vil være førende for hvilken partnermodell man velger, både for prosjekt og forvaltning. Ønsker man å kunne forvalte egen løsning, er det viktig å bygge kompetanse, og ta ansvar, allerede i prosjektet. 

IFS Cloud har en ny arkitektur. Kundens løsning skal forvaltes på tvers av «Build Place» og «Use Place». Hva skal ligge hvor og hvordan sikres kvaliteten av den totale løsningen? Og hvordan skal man håndtere oppdateringer til nye versjoner på en effektiv måte? 

En eller flere partnere? Hva er rett modell for deg? 

Du tenker kanskje at det vil være enklere å lykkes hvis man kun har én partner? Det blir mindre koordinering, klarere ansvarslinjer? Slik kan det være, men det har også flere fordeler å ha flere samarbeidspartnere. Å ha flere leverandører øker fleksibiliteten og tilgangen på riktig kompetanse til rett tid. Og økt konkurranse gjør at alle aktørene må være skjerpet.  

Hvis du velger å sette bort prosjektet/ forvaltningen til én partner, så er det viktig at denne partneren åpner for ALLE aktørene i økosystemet. Unngå å bli fanget av en monopolist! 

God styring er nøkkelen til suksess! 

Uansett hvilken partnermodell du velger, så vil vi hevde at veldefinerte løsningsprinsipper og en solid styringsmodell er viktigere enn noen gang. Både for å lykkes med et IFS Cloud prosjekt, og for å sikre at løsningen virkelig forblir «Evergreen» i forvaltningsfasen.  

Har man et godt forvaltningsregime, med veldokumenterte prinsipper og rutiner, så blir man også mindre leverandøravhengig og står friere til å bytte leverandør(er).  

Så hva slags samarbeidsmodell skal du velge? Det finnes ingen fasit, ikke ett svar som er rett eller feil. Du må velge den veien som passer best for deg og din bedrift. Det viktigste er å gjøre en vurdering og ta et bevisst valg.  

Align har god erfaring med å hjelpe kunder med å definere grunnregler og rammeverk for prosjekter der flere parter jobber sammen. Vi ser at stadig flere kunder opplever økt verdi gjennom samarbeid med flere. 

Lykke til! 

Getting Started with Microsoft Power Apps with IFS Cloud

Staying ahead of the competition is crucial in today’s drastically evolving business landscape. Every organization is pursuing innovative strategies to enhance efficiency and productivity. IFS Cloud is one crucial piece of the enterprise digitalization journey, and with Microsoft Power Apps serving as the integration platform, it is possible to build mobile apps or automate business processes enriched with AI capabilities.

What is Power Apps?

PowerApps is an enterprise low-code application platform by Microsoft, and it provides a rapid development environment to build custom business apps without the need for coding expertise. Using Power Apps, you can create cross platform business applications through a simple drag-and-drop interface, workflow automation and pre-built AI models.

Power Apps and IFS Cloud

With the API driven architecture of IFS Cloud, extending on the outside and seamlessly integrating external systems like Power Apps is a breeze. Power Apps enable connecting to other external systems using connectors and we could create a custom connector to integrate IFS Cloud according to the needs.

IFS Cloud - PowerApps
Connecting IFS Cloud with Power Apps platform

 

In this post, we’ll discuss on how to connect IFS Cloud with Power Apps platform and create a simple, custom-made mobile app within few minutes!

Microsoft Power Apps documentation is a good starting point to setting up everything you need to develop on Power Apps. If you are new to Power Apps, it’s better to spend some time on reading the concept and setting up Power Apps platform for developments.

In this article we’ll discuss following key topics.

 

IFS Projections and Custom Connector

Key component of connecting PowerApps to IFS is the custom connector. A custom connector is a wrapper around a REST API that allows Logic Apps, Power Automate, or Power Apps to communicate with 3rd party APIs. In IFS terms, a Projection is equivalent to a RESTful API and you can find all the information about the API specifications, documentation using API Explorer in IFS Cloud.

There are two ways to create the custom connector for an IFS projection.

  • Build the custom connector using the OpenAPI specification which can be found in API explorer
  • Identify the projection calls you need for the integration and build the connector from scratch

 

OpenAPI specification for an IFS projection is usually heavy with many API operations which covers a business functionality within IFS Cloud. If we create the Power Apps connector using projection OpenAPI specification, you could end up creating a connector with many unwanted operations. Therefore, the best approach is to identify specific API operations and create the connector from the scratch according to your needs.

In this example, we are planning to create a simple Power Apps mobile application where a user can search a Master Part  in IFS Cloud by description and get the part details.

As the first step, we can simulate what we need in our app in IFS Cloud to find the information we need using the log window or browser network debugger

  • IFS Projection: PartHandling.svc
  • Projection Operation: PartCatalogSet
  • HTTP Verb: GET

 

We can use the API documentation in IFS Cloud API explorer to identify the URL, request/response samples and HTTP headers which are required to make the request from a 3rd party application

 

Create IAM client for Authentication

Now we have identified the API operations we need to build the connector. Next step is to create the IAM client in IFS Cloud for authentication. We are building an app for IFS end users, where a user must authenticate with IFS for using the app. This can be done by using the End User Authentication (Authorization Code Flow).

Go to IFS Cloud > IAM Client Details, create a new client. Give a client ID, description and save.

Keep the Redirect Uri blank for now. We will fill this after creating the custom connector. Copy the secret after creating the IAM client to be used in the PowerApps connector.

 

Creating the Power Apps Custom Connector

Next step is to start building the connector in Power Apps platform to connect to the IFS Projection and the operation we have identified above.

Microsoft documentation Create a custom connector from scratch is a good starting point to understand what a custom connector is and all the prerequisites needed for building one.

Go to your PowerApps environment and in the left panel, go to More > Discover All

On the discover page, you could see the link to custom connector inside the Data card.

On the New custom connector dropdown, select Create from blank.

Give a name for custom connector and in the wizard, enter the host and path to the projection in the General Information

 

In the Security step, choose OAuth 2.0 as authentication type.

Fill the client ID and secret from the IAM client which we created above. Enter the Authorization, Token and Refresh URLs.

In the Definitions step, you can add the API operations for the connector.

We have only one operation in our connector, which is to search part by description

  • Operation ID: PartCatalogSetSearch
  • Request: Use Import from sample and paste the projection call to search part by description.
    https://your-ifs-host/main/ifsapplications/projection/v1/PartHandling.svc/PartCatalogSet?$filter=(startswith(tolower(Description),'mf'))
  • Verb: GET

 

In the Response section, use add default response and paste a sample response from projection API documentation.

Press the Create connector on the wizard to finish the setup.

Upon creating the connector, it will reveal the Redirect URL in the security tab. copy that and add as Redirect Uri in IFS IAM client created above.

Now it’s time to test our connector! Go to the Test tab and Create a New connection. If everything is setup correctly, you will be directed to IFS login screen. enter credentials and create a new connection. Use the same filter condition and see if you can see the response.

Creating the PowerApps mobile App

It’s time to create the app. We are creating a Canvas App with a gallery and not going into details on how to create the app since there are tons of material can be found to create power apps.

On the Data section, select the connector we created and add as a data source.

Our App has a Text Input to enter the part description, a search button and a vertical gallery to show the response data.

In the Button function, We can call the PartCatalogSetSearch operation in the custom connector and put the response in a collection named partCatalogCollection.

Button function:
ClearCollect(partCatalogCollection, 'IFS-PartHandling'.PartCatalogSetSearch({'$filter':"(startswith(tolower(Description),'" & TextInput1.Text & "'))"}).value)

 

Set the data source of the vertical gallery to partCatalogCollection and then you can add fields from the result set.

Now it’s time to test the app in action!

Save, and Preview the app (F5). Change the layout to mobile to see the real feeling of your app 🙂

 

Once the app is completed, it’s possible to Publish and distribute to the other users in the organization.

Summary

By integrating IFS Cloud with Power Apps, you can unleash the potential of the Microsoft platform and build tailor-made applications for your organization and user requirements. Power Platform has over 600+ connectors if you need to couple with other systems and pre-built AI models to cater your unique business needs.

At Align Consulting, we are experts in leveraging the cutting-edge extendibility capabilities of IFS Cloud to seamlessly integrate with powerhouse platforms like Power Apps. We are there to help crafting bespoke, industry-grade applications that perfectly align with your unique business needs and fit for the future🚀.

Contact us today to learn more and embark on your innovation journey💡.

Contact Us – Align Consulting

By

Damith Jinasena

IFS Cloud from a Developer’s Eye

It has been over 8 months since I started my first cloud development, and it has been a nice journey with many new things to learn; challenges and new processes to adopt. Here is my retrospective experience and some useful tips, coming from me and my colleague Asbjörn Brekke, for those stepping into IFS Cloud development.

Things I liked most

Even though I worked with IFS developments for a considerable time, it was not an easy step for me to get things started since IFS Cloud development comes with a big technical leap and different tool set to adapt. But once the basic setup was done, I started to feel more comfortable since one big change in cloud development is that developers can work from the local workstation rather than a virtual desktop.

One thing I like about developing in IFS Cloud is the new web-based client framework. It gives much freedom to the developer to choose between different layouts, controllers, and design patterns. We can produce modern interfaces with rich user interface controllers in such a quick time in IFS Cloud.

Integration capabilities of IFS Cloud has been drastically improved and it’s nice to see that IFS is moving towards open standards. Hence, now we can think of many new ways of interacting with IFS through integrations.

Another plus point in IFS Cloud development is the use of git and Azure DevOps. We can do more collaborative developments, and it is possible to do unit testing in sandbox environments and identify errors before delivering to the customer. Therefore, my overall conclusion is I believe developers can deliver more quality products in IFS Cloud than in previous versions

Points for improvements

When writing this, it has been only four major releases made in IFS Cloud. Admittedly, I’m pretty impressed by the speed it evolved through that short period of time. However, I believe it has a long way to go as well.

Performance is one of the key areas which I believe should be improved in IFS Cloud. There are two folds of performance, user performance and data performance. As developers it’s our responsibility to consider the performance impact and use new design patterns for optimized user performance.  I do hope IFS will address the data performance problems which we’ve experienced on many occasions.

An area I experienced being difficult in IFS Cloud is debugging. Since most of the code is generated, a simple mistake could lead to errors, and it could take more effort for troubleshooting. Consequently, improved debugging capabilities would be helpful indeed.

Some Useful Tips

IFS Cloud has a future proof design and under the hood it carries lots of new capabilities and potential which were not there with older versions of IFS. Developing in IFS Cloud involves new thinking, and new learning. Here are some tips which I think will be useful to get the maximum benefits from IFS Cloud developments:

  • Have a good design – Having a good design is the key to success in any development. When it comes to IFS Cloud, design plays a major role since then you can wisely decide which building blocks you need to use in early stage, since changing the core logic could be a heavy effort

 

  • Think Evergreen – With IFS Cloud, IFS is moving towards an evergreen software concept. In a nutshell, that means IFS will release feature update releases twice a year, and frequent service updates. We must take that into consideration and try to avoid any developments which would disrupt IFS core logic. For example, sometimes we could provide a quick solution for a customer need by overtaking the IFS code, and the modifying it. But then, with each service or feature update, we would have to check our code and might need to do re-work to adopt to IFS changes. This would lead to high maintenance cost in the long run. Hence, we need to think smart and design our solutions to have minimal impact on the IFS core logic.

 

  • Re-Use Existing code – IFS Cloud encourages making reusable code and it can be seen everywhere in IFS core developments. Most of the time you could find the needed pieces if you look carefully into how the developments are done. It could save a lot of time and effort and cope with the evergreen concepts.

Align har positiv erfaring med IFS Cloud – og våre arkitekter deler her sine tanker!

Med IFS Cloud har IFS gitt kundene mulighet til å eie og lede utviklingen av egen IFS plattform og løsning inkludert konfigurasjoner og tilpasninger. Kunden eier utviklingen og bestemmer selv hvem som skal inviteres inn for å gjøre utvikling. Align har meget positive erfaringer med den nye åpne plattformen – IFS Cloud. Det blir en kortere implementeringssyklus fra idè til ferdig levert kode siden vi kan ivareta hele prosessen på vegne av kunden.

Korte livssykluser på utviklingsmiljø, hyppige leveranser og kort «time to market» for ny funksjonalitet krever god kontroll på grunndata, konfigurasjoner og tilpasninger. Det er også viktig å etterstrebe evergreenprinsippet, slik at risiko ved oppdateringer og releaser reduseres. Som funksjonelle og tekniske arkitekter i et IFS Cloud Prosjekt, ser vi dermed at mulighetsrommet i IFS Cloud øker kompetansebehovet på kundesiden.

 

Med IFS Cloud skjer utvikling raskt, som igjen krever en mer proaktiv tilnærming til både system og prosesser. Kjennskap til kundens forretningsprosesser og krav blir ekstremt viktig.

Vi anbefaler at våre kunder samarbeider med et kompetansehus som Align for bistand og hjelp i overgangen til IFS Cloud.

 

Birgitte Hanstad (løsningsarkitekt) og Kjetil Pedersen (teknisk arkitekt)

 

Ønsker du å vite mer – kontakt Erik!