1. April 2-5 Orlando, Florida Create Your Own Self-Service Pages Presented by: Robert Nitsos & Jim Keene, SJ Loyola Marymount University April 4, 2006 Evaluation Code 053

2. 053 Session Rules of Etiquette  Please turn off your cell phone/pager  If you must leave the session early, please do so as discreetly as possible  Please avoid side conversation during the session Thank you for your cooperation!

3. Evaluation Code 053 053 Introduction  Robert Nitsos  Assistant Registrar, Student Records Systems  Fr. Jim Keene, SJ  ITS, Senior Analyst

4. Evaluation Code 053 053 Loyola Marymount University  Private 4-Year Institution  >7000 FTE  5400 UG  1700 GR  21 EdD  Self-Service Since Spring 2000  Currently Banner 6.4

5. Evaluation Code 053 053 Topics of Discussion  Need for Capability  Creation of Package  Creation of Custom Roles  Web Tailor  Live Demo (I Hope!)  Questions / Answers / Comments / Praise / Donations / Accolades / etc.

6. April 2-5 Orlando, Florida Need for Capability “Why would anyone want to do this?”

7. Evaluation Code 053 053 Need for Capability  Desired functionality does not exist in baseline.  Most users do not have access to Banner – Self- Service Only!  Repeated requests for the same information.  Make my life easier!

8. April 2-5 Orlando, Florida Creation of Package “How do I get started?”

9. Evaluation Code 053 053 Where to Start  Look at Other Pages  See what SSCT is doing  Copy/Paste/Modify  Read BINFO, BSTUDENT, BORACLE  Post to BINFO, BSTUDENT, BORACLE  Other User Websites

10. Evaluation Code 053 053 Creation of Package  Package Header  Define Procedures/Functions to be Called  Passed Parameters  Package Body  Main Procedure Code  Additional Procedures/Functions/Cursors/etc.

11. Evaluation Code 053 053 Package Header create or replace package lmubwfkadvr is procedure LMU_P_Display_Advisors (stupidm IN SPRIDEN.SPRIDEN_PIDM%TYPE DEFAULT NULL, term IN STVTERM.STVTERM_CODE%TYPE DEFAULT NULL, error_mess IN VARCHAR2 DEFAULT NULL); … Other procedures/functions defined … END lmubwfkadvr;

12. Evaluation Code 053 053 Package Body CREATE OR REPLACE PACKAGE BODY lmubwfkadvr AS /* make sure registered then continue to process */ /* Global type and variable declarations for package */ pidm spriden.spriden_pidm%TYPE; row_count NUMBER; /****************************** LMU Show Advisors ***********************/ procedure LMU_P_Display_Advisors (stupidm IN SPRIDEN.SPRIDEN_PIDM%TYPE DEFAULT NULL, term IN STVTERM.STVTERM_CODE%TYPE DEFAULT NULL, error_mess IN VARCHAR2 DEFAULT NULL) is

13. Evaluation Code 053 053 Package Body (cont.)  Variable Declarations curr_releasevarchar2(10) := '6.3'; term_recstvterm%rowtype; term_descstvterm.stvterm_desc%TYPE; hold_termstvterm.stvterm_code%TYPE; hold_stupidmspriden.spriden_pidm%TYPE; hold_stupidm_charvarchar2(30) DEFAULT NULL; … reg_rolevarchar2(1); user_collegestvcoll.stvcoll_code%type; stu_levlsgbstdn.sgbstdn_levl_code%type; stu_majorsgbstdn.sgbstdn_majr_code_1%type; stu_major1sgbstdn.sgbstdn_majr_code_1%type; stu_major2sgbstdn.sgbstdn_majr_code_2%type; stu_minor1sgbstdn.sgbstdn_majr_code_minr_1%type; stu_minor2sgbstdn.sgbstdn_majr_code_minr_1_2%type; mjr_collstvcoll.stvcoll_code%type;

14. Evaluation Code 053 053 Package Body (cont.)  /* Cursor for information that is to be displayed */ cursor advr_info is select a1.sgradvr_pidm pidm, a1.sgradvr_term_code_eff term_code_eff, a1.sgradvr_advr_pidm advr_pidm, a1.sgradvr_advr_code advr_code, stvadvr_desc advr_desc, a1.sgradvr_prim_ind prim_ind, a1.sgradvr_activity_date activity_date from sgradvr a1, stvadvr where a1.sgradvr_pidm = hold_stupidm and a1.sgradvr_term_code_eff = (select max(a2.sgradvr_term_code_eff) from sgradvr a2 where a2.sgradvr_term_code_eff <= hold_term and a1.sgradvr_pidm = a2.sgradvr_pidm) and a1.sgradvr_advr_code = stvadvr_code(+) order by nvl(a1.sgradvr_prim_ind, 'N') DESC, advr_desc; a_recadvr_info%rowtype;

15. Evaluation Code 053 053 Package Body (cont.)  Check the current user’s PIDM and determine Roles /* check for valid user and define roles */ IF NOT twbkwbis.F_ValidUser(pidm) THEN return; END IF;

16. Evaluation Code 053 053 Package Body (cont.)  If no Term was passed, get it from the user IF TERM IS NULL THEN hold_term := twbkwbis.F_GetParam(pidm,'TERM'); ELSE twbkwbis.P_SetParam(pidm,'TERM',term); hold_term := term; END IF; /* Make sure a term has been selected */ IF hold_term is null THEN bwlkostm.P_FacSelTerm(calling_proc_name => 'lmubwfkadvr.LMU_P_Display_Advisors'); RETURN; END IF;

17. Evaluation Code 053 053 Package Body (cont.)  Check to see if user is a valid faculty member IF NOT bwlkilib.F_ValidFac(hold_term, pidm) THEN msg := 'You must be a valid faculty member to access ' || 'this page.'; twbkfrmt.P_PrintMessage(msg, 'ERROR'); twbkfrmt.P_Paragraph(1); twbkwbis.P_CloseDoc(curr_release); RETURN; ELSE /* Indicate that user is a faculty member */ twbkwbis.P_SetParam(pidm, 'STUFAC_IND', 'FAC'); END IF;

18. Evaluation Code 053 053 Package Body (cont.)  If no student PIDM was passed, get it from the user IF STUPIDM IS NULL THEN hold_stupidm_char := twbkwbis.F_GetParam(pidm,'STUPIDM'); ELSE twbkwbis.P_SetParam(pidm,'STUPIDM',to_char(STUPIDM,'999999999')); hold_stupidm := STUPIDM; END IF; /* If stupidm came from the table, then change it to a number */ if hold_stupidm_char is not null then hold_stupidm := to_number(hold_stupidm_char,'999999999'); end if; /* Make sure a student PIDM has been selected */ IF hold_stupidm IS NULL THEN bwlkoids.P_FacIDSel(hold_term, calling_proc_name => 'lmubwfkadvr.LMU_P_Display_Advisors', calling_proc_name2 => 'lmubwfkadvr.LMU_P_Display_Advisors'); RETURN; END IF;

19. Evaluation Code 053 053 Package Body (cont.)  Open Page, Display Information bwckfrmt.p_open_doc ('lmubwfkadvr.LMU_P_Display_Advisors', hold_term); /* If the user is not a valid faculty member for the selected */ /* term, print a message, close the page, and exit. */ IF NOT bwlkilib.F_ValidFac (hold_term, pidm) THEN msg := 'You must be a valid faculty member for the selected term to access this page.'; twbkfrmt.p_printmessage (msg, 'ERROR'); twbkwbis.p_closedoc (curr_release); RETURN; END IF; twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_Advisors','GENERAL'); term_desc := nvl(f_get_desc_fnc('STVTERM', hold_term, 30), 'Term Unknown');

20. Evaluation Code 053 053 Package Body (cont.)  Get User’s Role, Get User’s Home College /* See if User is member of custom Registrar role */ reg_role := 'N'; twbkslib.p_fetchroles(pidm); FOR i IN 1.. twbkslib.num_roles LOOP IF (twbkslib.role_table(i) = 'REGISTRAR') THEN reg_role := 'Y'; END IF; END LOOP; /* Get User's Home College */ open user_coll; fetch user_coll into uc_rec; if user_coll%notfound then user_college := null; else user_college := uc_rec.coll; end if;

21. Evaluation Code 053 053 Package Body (cont.)  Get User’s Role, Get User’s Home College /* Display Student Name & Link to Address Info */ bwcklibs.P_ConfidStudInfo (hold_stupidm, hold_term); /* Get Student's Program of Study */ open stu_info; fetch stu_info into s_rec; if stu_info%notfound then twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_Advisors', 'NO_PROGRAM'); else

22. Evaluation Code 053 053 Package Body (cont.)  Display Student Program Data twbkfrmt.p_paragraph (1); twbkfrmt.P_TableOpen('DATADISPLAY', cattributes=> 'summary="This table displays program information for the selected student."', ccaption=> 'Program of Study - '||term_desc); twbkfrmt.P_TableRowOpen; twbkfrmt.P_TableDataHeader('Level:',calign=>'left'); twbkfrmt.P_TableData(s_rec.levl_desc,calign=>'left',ccolspan=>'2'); stu_levl := s_rec.levl_code; twbkfrmt.P_TableRowClose; twbkfrmt.P_TableRowOpen; twbkfrmt.P_TableDataHeader('Class:',calign=>'left'); twbkfrmt.P_TableData(s_rec.class_desc,calign=>'left',ccolspan=>'2'); twbkfrmt.P_TableRowClose; twbkfrmt.P_TableRowOpen; … twbkfrmt.P_TableRowClose; twbkfrmt.P_TableClose; twbkfrmt.p_paragraph (1); end if;

23. Evaluation Code 053 053 Package Body (cont.)  Display Advisor Info open advr_info; fetch advr_info into a_rec; if advr_info%notfound then twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_Advisors','NO_DATA'); if (s_rec.coll1 = user_college) or (reg_role = 'Y') then /* Display button to Insert Advisor */ htp.formOpen('lmubwfkadvr.LMU_P_Select_Advisor', 'post'); htp.formHidden('s_pidm', hold_stupidm); htp.formHidden('cur_term', hold_term); htp.formHidden('u_coll', user_college); htp.formHidden('r_role', reg_role); htp.formHidden('cur_advr_pidm', a_rec.advr_pidm); htp.formHidden('cur_advr_code', a_rec.advr_code); htp.formHidden('cur_prim_ind', a_rec.prim_ind); twbkfrmt.P_TableOpen('DATADISPLAY'); twbkfrmt.P_TableRowOpen; twbkfrmt.P_TableDataOpen(calign=>'center'); htp.formSubmit(null, 'Insert Advisor'); twbkfrmt.P_TableDataClose; twbkfrmt.P_TableRowClose; twbkfrmt.P_TableClose; htp.formClose; end if;

24. Evaluation Code 053 053 Package Body (cont.)  Display Advisor Info else rcount := 0; LOOP if rcount > 0 then fetch advr_info into a_rec; end if; EXIT WHEN advr_info%notfound; if rcount = 0 then /* Open Table and Create Header Labels */ twbkfrmt.P_TableOpen('DATADISPLAY', cattributes=> 'summary="This table displays advisors assigned to the selected student."', ccaption=> 'Assigned Advisor(s) - '||term_desc); twbkfrmt.P_TableRowOpen; twbkfrmt.P_TableDataHeader('Advisor Name',calign=>'center'); twbkfrmt.P_TableDataHeader('Advisor Code',calign=>'center'); twbkfrmt.P_TableDataHeader('Advisor Type',calign=>'center'); twbkfrmt.P_TableDataHeader('Prim',calign=>'center'); twbkfrmt.P_TableDataHeader('Action',calign=>'center'); twbkfrmt.P_TableRowClose; end if;

25. Evaluation Code 053 053 Package Body (cont.)  Display Advisor Info /* Format Advisor Name */ advisor_name := f_format_name (a_rec.advr_pidm, 'LFMI'); if a_rec.advr_code = 'MAJ1' then /* Get Major Coll for Major1 */ mjr_coll := null; stu_major := stu_major1; open majr_info; fetch majr_info into m_rec; if majr_info%notfound then mjr_coll := null; else mjr_coll := m_rec.coll_code; end if;

26. Evaluation Code 053 053 Package Body (cont.)  If user is member of college, allow update of existing advisor if (reg_role = 'Y') or (mjr_coll = user_college) then /* Display Button to Allow Advisor Change */ htp.formOpen('lmubwfkadvr.LMU_P_Select_Advisor', 'post'); htp.formHidden('s_pidm', hold_stupidm); htp.formHidden('cur_term', hold_term); htp.formHidden('u_coll', user_college); htp.formHidden('r_role', reg_role); htp.formHidden('cur_advr_pidm', a_rec.advr_pidm); htp.formHidden('cur_advr_code', a_rec.advr_code); htp.formHidden('cur_prim_ind', a_rec.prim_ind); twbkfrmt.P_TableRowOpen; twbkfrmt.P_TableData(advisor_name,calign=>'left'); twbkfrmt.P_TableData(a_rec.advr_code,calign=>'left'); twbkfrmt.P_TableData(a_rec.advr_desc,calign=>'left'); twbkfrmt.P_TableData(a_rec.prim_ind,calign=>'left'); /* Add button for Advisor Update */ twbkfrmt.P_TableDataOpen(calign=>'center'); htp.formSubmit(null, 'Update Advisor'); twbkfrmt.P_TableDataClose; twbkfrmt.P_TableRowClose; htp.formClose;

27. Evaluation Code 053 053 Package Body (cont.)  If user is not member of college, just display advisor else twbkfrmt.P_TableRowOpen; twbkfrmt.P_TableData(advisor_name,calign=>'left'); twbkfrmt.P_TableData(a_rec.advr_code,calign=>'left'); twbkfrmt.P_TableData(a_rec.advr_desc,calign=>'left'); twbkfrmt.P_TableData(a_rec.prim_ind,calign=>'left'); twbkfrmt.P_TableData(null,calign=>'left'); twbkfrmt.P_TableRowClose; end if; close majr_info; elsif a_rec.advr_code = 'MAJ2' then … /* similar code for other major types */ … END LOOP; twbkfrmt.P_TableClose; twbkfrmt.p_paragraph (1); end if; close advr_info;

28. Evaluation Code 053 053 Package Body (cont.)  Display footer text, close page and end procedure twbkwbis.P_DispInfo('lmubwfkadvr.LMU_P_Display_Advisors','FOOTER'); twbkwbis.P_CloseDoc(curr_release); end LMU_P_Display_Advisors;  Other procedures in file: procedure LMU_P_Select_Advisor procedure LMU_P_Update_Advisor

29. Evaluation Code 053 053 Synonyms & Grants  Create a Public Synonym and Grant Execute Privileges to WWW_USER whenever sqlerror continue; drop public synonym lmubwfkadvr; whenever sqlerror exit rollback; create public synonym lmubwfkadvr for lmubwfkadvr; grant execute on lmubwfkadvr to WWW_USER;

30. April 2-5 Orlando, Florida Bonus Code: Download Data to Excel “You forgot this last year!”

31. Evaluation Code 053 053 Download Data to Excel  Procedure to display data in Excel format procedure LMU_DL_Course_Data ( term IN STVTERM.STVTERM_CODE%TYPE DEFAULT NULL, crn in sfrstcr.sfrstcr_crn%type default null) is cursor student_list is select stvterm_code term_code, … from stvterm, sfrstcr, … where stvterm_code = term … order by name; sliststudent_list%rowtype;

32. Evaluation Code 053 053 Download Data to Excel (cont.)  Set Mime Type to be Excel and Create Table begin owa_util.mime_header('application/vnd.ms-excel'); htp.tableopen; htp.tablerowopen; htp.tableheader('ID'); htp.tableheader('CONF'); htp.tableheader('Last Name'); htp.tableheader('First Name'); … htp.tableheader('City'); htp.tableheader('State'); htp.tableheader('Zip'); htp.tableheader('Nation'); htp.tableheader('Phone'); htp.tableheader('Email'); htp.tablerowclose;

33. Evaluation Code 053 053 Download Data to Excel (cont.)  For each record in Cursor, insert row FOR slist IN student_list LOOP htp.tablerowopen; htp.tabledata(slist.id); htp.tabledata(slist.confid); htp.tabledata(slist.lname); htp.tabledata(slist.fname); … htp.tabledata(slist.city); htp.tabledata(slist.state); htp.tabledata(slist.zip); htp.tabledata(slist.nation); htp.tabledata(slist.phone); htp.tabledata(slist.email); htp.tablerowclose; END LOOP; htp.tableclose; end LMUDLPhotoRoster;

34. Evaluation Code 053 053 Download Data to Excel (cont.)  Results

35. April 2-5 Orlando, Florida Create Custom Roles “People other than Students, Faculty, Alumni, Employees, etc.”

36. Evaluation Code 053 053 Create Custom Roles  This optional step allows you to define a “custom” role  This role can then be assigned to users and pages  TWTVROLE Table TWTVROLE_CODE TWTVROLE_DESC TWTVROLE_ACTIVITY_DATE TWTVROLE_USER_DEFINED_IND Insert into twtvrole Values(‘ROLE_CODE’, ‘Role Description’, SYSDATE, ‘Y’);

37. April 2-5 Orlando, Florida Web Tailor “How do I get my page to show up?”

38. Evaluation Code 053 053 Web Tailor  Create Procedure  Add to Menu  Create Info Text  Assign Roles to Users

39. Evaluation Code 053 053 Create a New Procedure  Click on the Create button to add your procedure to the database

40. Evaluation Code 053 053 Create Procedure  Enter Page Name  Enter Description  Select Module  Enable  Enter Page Title  Enter Header Text

41. Evaluation Code 053 053 Create Procedure (cont.)  Enter Page CSS URL and Help Link (if any)  Enter Back Link URL & Text (if any)  Check Back Menu box  Select Role(s)

42. Evaluation Code 053 053 Add Page to Menu  Select menu to which the page is to be added  Click the Customize Menu Items button

43. Evaluation Code 053 053 Add New Menu Item  Click the Add a New Menu Item button at the bottom of the page

44. Evaluation Code 053 053 Create New Menu Item  Enter Sequence #  Enter the URL and Link Text  If you want additional text displayed, enter a Link Description  Enter Status Bar Text  Be sure that the Enabled and Database Procedure boxes are checked!

45. Evaluation Code 053 053 Customize Information Text  Select the page to which you want to add/update Information Text  Click the Customize Information Text button

46. Evaluation Code 053 053 Create Information Text  Click on the Add a New Information Text Entry button

47. Evaluation Code 053 053 Create Information Text (cont.)  Select the Sequence Number  Enter (or Select) the Label name  Enter the Information Text  Select an Image

48. Evaluation Code 053 053 Assign Custom Role(s) to User(s)  Custom roles may be assigned to users  Enter the User ID  Click the Submit button

49. Evaluation Code 053 053 Assign Custom Role(s) to User(s) (cont.)  Check the box next to each role you wish to assign  Student and Faculty roles are dynamically assigned by the system

50. April 2-5 Orlando, Florida Demo “Show me the pages!”

51. Evaluation Code 053 053

52. Evaluation Code 053 053 Summary  Learn by Doing  Start Simple  Ask for Help  Collaborate  Examine Existing Code  Read/Post to BINFO, BSTUDENT and BORACLE

53. Evaluation Code 053 053 Questions & Answers

54. Evaluation Code 053 053 Thank You! Robert Nitsos rnitsos@lmu.edu http://registrar.lmu.edu/Code/LMUBAnnerCode.htm Please complete the on-line Evaluation Form Evaluation Code 053 Send me to Las Vega$!