OneVizion Platform System Maintenance Tasks
This page is under construction.
Effective system maintenance is critical to ensuring the stability, performance, and reliability of any technical infrastructure. This process involves a combination of proactive and reactive tasks, including adjusting system and tenant parameters to meet a business’s needs, continuously monitoring processing activities to optimize the user experience, and troubleshooting issues that arise to minimize downtime.
By implementing a structured maintenance approach, OneVizion Platform Administrators increase uptime, optimize performance, and resolve problems before they become serious.
We have organized OneVizion Platform basic system maintenance tasks based on the timing they most likely will be addressed; however, Administrators can always create a schedule that works best for their organization.
Address DevOps and DMs and their role in System Maintenance.
Understanding System Logs and Queues Pages
OneVizion includes a set of pages for the Administrator to use for insights and help with system issues.
Information Needed: | Access Page: | Review Frequency: |
---|---|---|
Process status including Running / Queue counts for
| Daily, see Review Processes Page below. | |
Changes to data | As needed | |
Outgoing emails - status and details | As needed | |
Page usage and performance | Daily, see Review Usage Log below. | |
Changes to components / configuration | As needed | |
E-Files that have been viewed or downloaded from a OneVizion system | As needed | |
Error details for errors without standard messages (error translation) that users encounter and then flag for the Administrator. Administrators can investigate errors due to a bug in a rule (listed in error message) otherwise, the bug is an issue with the platform itself, and OneVizion DevOps handles it by creating a case for Developers to fix the issue. | As needed? | |
Call details between client and servers - status and details
| As needed | |
Inbound email processing by Trackor Mail - status and details
| As needed | |
Rules fired asynchronously scheduled - status and details (listed once) | As needed | |
Each attempt to execute a rule | As needed |
Some Vizion Platform systems have the System Process Error Log page (Apps2) that includes errors for system processes including all of the processes that display on the Processes page, HTTP calls, Rule Queue, and TrackorMail log pages. Then, Administrators can check this one page daily, set up a Notification for new record creation OR set up a daily report to show issues from the last 24 hours.
If your system does not have this page and you would like it, contact your OneVizion Delivery Manager.
Ongoing Maintenance Tasks
Troubleshooting
Troubleshooting is a critical responsibility for Administrators, requiring a methodical approach to identifying and resolving issues that impact system performance and user productivity. By isolating root causes, implementing targeted solutions, and even knowing when to escalate to OneVizion support, Administrators ensure that systems remain as functional and stable as possible. A proactive troubleshooting strategy not only resolves immediate problems but also helps prevent future disruptions through root cause analysis and continuous improvement.
For details on troubleshooting steps and some specific fixes, see Troubleshooting which covers how to “Login As” for troubleshooting research and how to generate support tickets when extra help is necessary.
Maintenance of System and Tenant Parameters
System and Tenant Parameters are settings that affect the entire system or individual tenant, respectively. The default settings for these parameters are typically appropriate; however, the Administrator has the ability to adjust them when necessary. To see and understand the foundational System Parameters, see Key System Parameters. To see and understand the foundational Tenant Parameters, see Key Tenant Parameters.
Rebuild Object References
The following components in the OneVizion Platform can have object references to identify them in SQL statements:
Workplan Tasks and Task Dates, Fields, Import, Report, Trackor Class, Trackor Tree relations, Trackor Types, Validation Tables, and Workplan Templates
Whenever these components are added OR their names are changed in a system, the Administrator should:
Rebuild the object reference package. For steps, see Rebuilding Out-Of-Sync Object References.
Check for any resulting Invalid Objects on the Invalid Objects page and validate them. For steps, see Validating Invalid Objects.
For example:
If you change the name of a field, the object reference will become “Out of Sync” and you need to rebuild the object reference package.
Then, you should check the Invalid Objects page to see if there are any objects that are now invalid because they include the now outdated object reference. Let’s say you used the field in a rule. The rule will display on the Invalid Objects page because it includes the old reference.
You can click the Entity ID for the rule and correct the object reference in the rule’s SQL.
Then, on the Invalid Objects page, you can select the object and validate it, which removes the object from the page.
Click here to watch it work.
Daily Monitoring Tasks
Check for Errors
The Processes page provides access to the status for the basic processes in a OneVizion system. Administrators can set a filter to see failures which can then be investigated. For errors requiring assistance, contact your Delivery Manager or support@onevizion.com.
Also, for large-scale operations, checking the Processes page can help improve the user experience when a process is staying in queue. In these cases, the Administrator should notify the user to not rerun the process - especially for reports and exports. For information about the Processes page, see Processes.
Review Usage Log
The Usage Log page shows page usage and performance so that Administrators can review page load time and address any concerns. This is a consideration only for large-scale operations that may have long runtime issues.
The global view and filter shown below are available to show runtimes greater than 20 seconds which, in our case, we are considering as “long.” You can change this filter to showcase other runtimes as needed.
If there are long load times and you do not know how to resolve the issue, reach out to your Delivery Manager or support@onevizion.com for help. For more information, see Usage Log.
Review Invalid Objects
OneVizion systems run a nightly job checking for any errors in SQL and PL/SQL code for objects. Objects with errors display as an invalid object on the Invalid Objects page. Since it is a best practice to keep the Invalid Objects page empty, Administrators should check this page daily to resolve any issues. For steps, see Validating Invalid Objects. If you know there were no changes to your OneVizion system, it is not necessary to check this page.
Bi-Weekly Maintenance Tasks
Review Release Issues
Typically, every two weeks, systems receive either an update to the newest version (current release) of the OneVizion Platform or a set of bug fixes (patch release) to a previous Extended Support Release (ESR) version. (Some systems are on an upgrade schedule that is less regular.)
For versions that are updated, OneVizion distributes release notes describing and highlighting the included changes. Links to these notes are emailed to Administrators as soon as possible after the new versions are deployed to the Dev/UAT environment and before the new versions are deployed to the production environment.
For systems on the General Deployment - Current Release Schedule:
Once the Administrator receives notification through Email that the release notes are available for a new version, the Administrator should thoroughly review the changes in the new release and test in their Dev/UAT environment. This approach allows for any questions or issues with the changes to be asked and resolved as soon as possible. In addition, the Administrator can pass along any needed information about the changes to their users.
Monthly Maintenance Tasks
Tip of the Day
Every instance of the OneVizion Platform comes with a default set of 31 system labels used as Tip of the Day entries. Administrators decide whether or not Tip of the Day defaults to display or not by setting the tenant parameter UserDefaultShowTipOfTheDay.
If the Administrator sets this parameter to “Yes,” users can select their preference for displaying Tip of the Day in their User Settings on the General Info tab. Also, if Tip of the Day is an option for users, Administrators should periodically update and renew the Tip of the Day entries to keep the information fresh and meaningful. For more information, see Administrator Tasks for Tip of the Day on the Tip of the Day page.