1. Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)

2. Self-Service Engine Self-Service Engine (SSEN) Create self-service pages using only Banner INB … sort of. Process Rules Engine (PRGN) Process data … in almost any way you want.

3. CALB 8.3 – Term Selection (SC_FAC_SELTERM)

4. CALB 8.3 - Drop Roster Status (SC_FAC_DROP_ROS)

5. Local mod – Self-Service Admissions for Health Science

6. CALB 8.3 Release Self-Service Engine (version 8.0.2) and Process Rules Engine (version 8.0.0) are required. Faculty Drop Roster (phase I) developed / delivered using Self-Service Engine and Process Rules Engine. Term Selection (SC_FAC_SELTERM) Drop Roster Status (SC_FAC_DROP_ROS)

7. CALB 8.3.1 Release Release Friday, September 24, 2010. Faculty Drop Roster (phase II) Changes Drop Roster Status page so that text is WebTailor Info Text – instead of text entered on the Self-Service Engine’s GSAKPAG form. New pages don’t use Self-Service Engine. Drop Roster Maintenance Drop Roster Maintenance Confirmation

8. Programming Tools Like the Report Engine (MIS Reports), build programs using Banner INB. Developed by European Solutions Centre, to develop and deliver solutions to customers. Customers can configure or modify delivered solutions. Customers can develop their own pages/processes.

9. Headed for Baseline Self-Service Engine is currently going through Community Source Initiative review for inclusion in baseline Banner. 05 – Submission in Code Review (same status as GWU-PIDM Merge).

10. Process Rules Engine Baseline release for 12/31/2010 (MDUU) Banner General – Mass Data Update Utility. A business tool that institutions can use to develop batch updating processes to Banner data. Use external sources of data (XML files, CSV files, remove databases) Use internal (Banner) sources of data (tables, views, result of PLSQL functions/APIs)

11. MDUU continued Continuing the description from the product calendar Create/maintain data in external locations (XML files, TXT files, remote databases) Create/maintain data in Banner tables Generate new data-storage in a designated area of a Banner database.

12. Self-Service Engine Data driven – let engine build the code Integrates with many products – WebTailor, Luminis, … SQL, PLSQL, JavaScript, CSS, HTML Exception handling No data loss on errors when processing Import / Export pages Compatible with WebTailor 8.3 cascade

13. SSEN Components Developer interface – 3 forms to create and maintain pages and page sets. GKASPAG – Maintain Self-Service Pages form. GKASAPP – Maintain Self-Service Application and Page Sets GKASTRA – SSEN Translation Maintenance form.

14. SSEN Components Rendering engine Pre-compile pages, display pages and page sets and process input. (PL/SQL package BWKKSPGR)

15. SSEN Resources Self-Service Engine Handbook Brief – 36 pages. But GKASPAG “Objects in a Page Structure” (9 pages) does list all the Properties and the Values that are available.

16. SSEN Resources Commons Wiki – recorded webinars and training sessions. Self-Service Engine non-technical overview (23 min – May 2009) Self-Service Page Builder Demo (39 min – for CSI committee – Nov 2009) Self-Service Engine 7.x Training sessions (8 ½ hours – Sep 2008) http://www.edu1world.org/CommonsBanner/wiki/document/948 http://www.edu1world.org/CommonsBanner/wiki/document/948

17. PRGN Resources Process Rules Engine Handbook Similar to SSEN Handbook – 142 pages (28 forms) Commons Wiki – recorded webinar Process Rules Engine non-technical overview (33 min) http://www.edu1world.org/CommonsUS3CBG/wiki/document/1030

18. Demonstration Build an Optional Fees page (Registration Additional Fees) Display current fees (already purchased) Allow purchase of additional Optional Fees

19. SFAEFEE – Banner INB Additional Fees form

20. SFAEFEE – List of codes available to add

21. SFAAFEE – Control form list fees for the term

22. Self-Service Engine menu is under the General menu

23. Will use GKASPAG to build our self-service page

24. We will only use this page (but usually need PRGN forms)

25. Enter a Page Name and tab to next field

26. Now enter a description and page down

27. Again click on Yes to create the page

28. Ready to add objects – available objects listed on left

29. But first Save and Compile and see what we have so far

30. As usual, we must add the page is WebTailor

31. All SSEN pages use the package bwkkspgr

32. CALB page SC_FAC_DROP_ROS

33. Local version as we have given it the Faculty role

34. Create new entry for our OPT_FEES page

35. Give it the Student role

36. OPT_FEES has now been added

37. Now need to add it to a menu

38. Scroll down to the Main Menu

39. We will add it to the Main Menu

40. This is the top of the Main Menu page – Scroll down

41. Click on Add a New Menu Item

42. Enter the necessary info

43. OPT_FEES has been added as Purchase Optional Fees

44. Signed on as a student – we can now select our page

45. And this is the page – a lot for not much work at this point

46. Back to GKASPAG – drop down lists available pages

47. Only change version – don’t need to enter Header Text

48. Now add a Section to hold page objects

49. Enter ID (name), desc, and sequence – then save

50. No properties to set for a Section

51. Now we want to add a Header for our first section

52. As always, ID, desc, sequence and Save

53. After saving we can now enter values on the right

54. Entered Text and also added to HTML

55. Save and Compile

56. And check our page in Self-Service

57. Now adding a Form object

58. Won’t use a submit for this form, so don’t need URL

59. Add a Data Object

60. Will enter a large amount of text, so use the edit button

61. And re-size the window

62. Now we can enter the SQL code (paste from …)

63. Pasted in code that has already been tested

64. Add :PIDM and remove ending semi-colon (;) !!!

65. Also need to add Data Items to hold the results

66. Default is input – can press F9 to list available values

67. Select disp for Display

68. Save

69. Saved - continue

70. Added Amount item and saved

71. Last field will be a date

72. Saved

73. Now we can Save and Compile

74. And check our results – oops – scroll down and …

75. In this case, easy to see our error – the semi-colon (;)

76. Deleted the ending semi-colon (;)

77. After Save and Compile – check our results

78. Scroll down on the left to add a new section

79. This section will be for added new optional fees

80. Add some Header text again

81. After Save and Compile, check our page

82. Now add a form object – this time set the URL

83. We will return to our page

84. Add a Data object for the query for available fees

85. Paste in tested SQL, add :PIDM and remove semi-colon (;)

86. Add Data items for each select – DETL code is input

87. And hidden

88. Continue

89. TERM_CODE is also input and hidden

90. While the Optional Fee desc is display

91. Also display the Amount

92. ADD_PIDM is input an hidden

93. Save and Compile

94. And check our page

95. And now a Submit button for our Form

96. Label is Submit – leave the Procedure NULL for now

97. Save and Compile

98. And check our page

99. Add Data Item for a check box

100. Item type will be rowsel instead of input

101. And make it a checkbox

102. Save and Compile

103. And check our page

104. Lets try checking some boxes and clicking on Submit

105. No procedure, so this just refreshed the page

106. To process data, need a Procedure (trying not to use PRGN

107. List shows somewhat different options than the hint text

108. Long story short – may need PRGN for Row Select

109. So, try something else – radio buttons

110. Select from the list

111. Save and Compile

112. Check our page

113. Try a button – and Submit

114. As before – just a refresh of the page

115. Now try a little code (same has worked for me before)

116. Saving, must select which type of property value

117. Save and Compile

118. Check our page

119. Try a selection and submit

120. One record saved, but still errors

121. Thanks ! Richard Oberlin IT Project Leader Information Services North Orange County Community College District roberlin@nocccd.edu