1. 2015 16th Annual PABUG Conference Extending Document Delivery using Perceptive Nolij Web APIs Frank Milewski Director AIS Swarthmore College fmilews1@swarthmore.edu Jean Pagnotta Programmer/Analyst Swarthmore College jpagnot1@swarthmore.edu

2. 2015 16th Annual PABUG Conference General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation

3. 2015 16th Annual PABUG Conference To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website http://pabug.org/pennsylvania-banner-users- group-annual-conference/cpe-credits/ or via the PABUG conference app. For additional questions please contact Kim Fremont CPE - Coordinator http://pabug.org/contact-us/ http://pabug.org/contact-us/ CPE Credits - We’ve gone electronic!

4. 2015 16th Annual PABUG Conference Swarthmore College Swarthmore founded by the Society of Friends in 1864 Small liberal arts college 11 miles southwest of Philadelphia Undergraduate population of 1550

5. 2015 16th Annual PABUG Conference Nolij Web Across Campus 2012 2014 In-Progress/ Future Expansion Advancement Provost Academic Departments Registrar’s Office Dean’s Office Human Resources Business Office Finance Financial Aid Admissions Documents Workflow

6. 2015 16th Annual PABUG Conference The situation or the problem Distribute documents to the campus community without consuming Nolij Web licenses Easy way to manage users, that is, an efficient method of giving access to new employees and to also remove access when an employee leaves the college Majority of users only view documents - they are not scanning, indexing, merging, etc. Provide a familiar interface for the majority of the users viewing documents Java issues

7. 2015 16th Annual PABUG Conference What is available to address the issues Environment – Ellucian Banner – Oracle DBMS – Perceptive Nolij Web Tools – SQL/PLSQL – APEX Oracle Application Express

8. 2015 16th Annual PABUG Conference What is needed… Distribute documents to a broad audience without the need to access multiple applications, particularly among faculty, who are accustomed to viewing a large amount of student/advising data in one application Control access to documents on a per-user or per-department basis Simple method to upload documents Small IT staff managing the document imaging system; provide relief from having to maintain users in Nolij Web along with other systems A familiar interface to most users on campus; eliminate the need for training on multiple platforms, especially for those who may view documents infrequently Use existing toolset

9. 2015 16th Annual PABUG Conference How do we accomplish our objectives… Develop two applications Web Services Maintenance – APEX application that manages the universal document delivery application Nolij Web Document Master – Universal document delivery application. Provide a common interface for all departments

10. 2015 16th Annual PABUG Conference The two applications Web Services Maintenance – Maintain document permissions (view, upload, delete) – Standardize queries – Create user profiles – Assign proxies to profiles Document Master – View, upload and delete documents – View documents by document type – View documents associated with a person or entity

11. 2015 16th Annual PABUG Conference Master user application NolijWeb Document Master (DDS) – Choose profile – Select a query – Execute the query – Select constituent – View documents – Upload/delete documents – Additional information

12. 2015 16th Annual PABUG Conference Select user profile Typically a user will only have one or two profiles Users typically only have one or two profiles and if they only have one only that profile will display

13. 2015 16th Annual PABUG Conference Select query Select the query

14. 2015 16th Annual PABUG Conference Search for constituent dog Enter query parameters

15. 2015 16th Annual PABUG Conference Query results

16. 2015 16th Annual PABUG Conference Documents with appropriate permissions Document Retrieval https://host_sever:port_number/NolijWeb/handler/api/docs/folderi d/documentid Document Retrieval https://host_sever:port_number/NolijWeb/handler/api/docs/folderi d/documentid

17. 2015 16th Annual PABUG Conference Select a document Select a document by clicking on the link

18. 2015 16th Annual PABUG Conference Selected document

19. 2015 16th Annual PABUG Conference Upload documents Choose document type (custom doc defined in NolijWeb) Browse to the file location Can give the document a custom name Click upload document button Document Submission: https://host_server:port_number/NolijWeb/handler/api/docs/f olderid Document Submission: https://host_server:port_number/NolijWeb/handler/api/docs/f olderid

20. 2015 16th Annual PABUG Conference Uploaded document in Nolij Web

21. 2015 16th Annual PABUG Conference Delete a document Select a document to delete by checking the box next to the document

22. 2015 16th Annual PABUG Conference Confirm delete Document Deletion: https://host_server:port_number/NolijWeb/handler/api/docs/f olderid/documentid Document Deletion: https://host_server:port_number/NolijWeb/handler/api/docs/f olderid/documentid Confirm the delete

23. 2015 16th Annual PABUG Conference Nolij Web view after delete Document no longer in NolijWeb

24. 2015 16th Annual PABUG Conference Nolij Web document master view after delete After the delete

25. 2015 16th Annual PABUG Conference Additional information Additional Information page

26. 2015 16th Annual PABUG Conference Auto-Import Select department

27. 2015 16th Annual PABUG Conference Auto-Import Upload XML file Select a template Browse to the file location Assign a batch name Click upload to upload the file

28. 2015 16th Annual PABUG Conference Auto-Import upload history Recently uploaded files Select the file output XML file and save in the auto- import directory

29. 2015 16th Annual PABUG Conference WorkFlow Select the workflow

30. 2015 16th Annual PABUG Conference Workflow select inbox in the workflow Select the inbox to review

31. 2015 16th Annual PABUG Conference Workflow Inbox Contents Select the folder (person) in the inbox on which action is needed, the documents that are associated with the person that are pertinent to the workflow are displayed

32. 2015 16th Annual PABUG Conference Workflow history

33. 2015 16th Annual PABUG Conference DEMO

34. 2015 16th Annual PABUG Conference Architecture Proxy Types – Limit or restrict document access Profiles – Assign one or more proxy types to a profile – Control application behavior – Assign queries Queries – Folder or document type based searches

35. 2015 16th Annual PABUG Conference Managing the delivery of documents Web Service Maintenance Application – General Services NolijWeb URL/Proxy User Wallet Parameters Transform URL – Nolij Master Nolij Proxy types Search Queries Nolij User Profiles

36. 2015 16th Annual PABUG Conference Managing the delivery of documents, continued Web Service Maintenance Application – Workflow Workflow definition – TransForm TransForm Parameters MySwarthmore Group Definition Assign Forms to MySwat Groups – Auto-Import Template Creation/Maintnenance

37. 2015 16th Annual PABUG Conference General Service NolijWeb URL/Proxy User base url to call the APIs Userid and password used to authenticate to the APIs

38. 2015 16th Annual PABUG Conference General Services Wallet Parameters Location of Oracle wallet

39. 2015 16th Annual PABUG Conference Nolij Master Mime Types The APIs require content disposition

40. 2015 16th Annual PABUG Conference General Services TransForm URL Base URL for TransForm

41. 2015 16th Annual PABUG Conference Nolij Master Nolij Proxy Types Proxies

42. 2015 16th Annual PABUG Conference Nolij Master Nolij Proxy Types Proxy Permission Definition Role in NolijWeb Assign proxy permissions via an Identity management role, SQL rule or direct grant

43. 2015 16th Annual PABUG Conference NOLIJPROXY defined in NolijWeb Role in NolijWeb

44. 2015 16th Annual PABUG Conference Nolij Master Nolij Proxy Types Viewable/Updateable Documents Document Type List Retrieval https://host_server:port_number/NolijWeb/han dler/api/docs/docs/indexnames Document Type List Retrieval https://host_server:port_number/NolijWeb/han dler/api/docs/docs/indexnames Custom Documents

45. 2015 16th Annual PABUG Conference Nolij Master Nolij Profiles Nolij Master Profiles Profiles are used to hold valid proxies, queries to return specific populations and the behavior of the document delivery application

46. 2015 16th Annual PABUG Conference Nolij Master Nolij Profiles Profile Detail Controls application behavior

47. 2015 16th Annual PABUG Conference Nolij Master Create/Maintain Profiles User and Permission Assignments Assign permission through identify management role, SQL rule or direct grant

48. 2015 16th Annual PABUG Conference Nolij Master Create/Maintain Profiles Query Assignments Search Queries Report Queries XML Queries

49. 2015 16th Annual PABUG Conference Nolij Master Create/Maintain Profiles Query Assignments Users assigned to a profile

50. 2015 16th Annual PABUG Conference Nolij Master Create/Maintain Profiles Document Summary Documents and corresponding permissions for a profile

51. 2015 16th Annual PABUG Conference Nolij Master Copy a profile Copy a profile

52. 2015 16th Annual PABUG Conference Nolij Master Queries All defined queries and the query type

53. 2015 16th Annual PABUG Conference Nolij Master Queries Query Detail Defining a query. Select the type of query, the SQL, workflows associated with the query and the column headings for the results of the query

54. 2015 16th Annual PABUG Conference Nolij Master Queries Query Detail, closer look

55. 2015 16th Annual PABUG Conference Nolij Master Queries Search Field Assignments

56. 2015 16th Annual PABUG Conference Nolij Master Search Queries Boxes and Lists Additional query prompts

57. 2015 16th Annual PABUG Conference Nolij Master User Profile/Document Summary A user can be in multiple profiles or proxies. This feature provides a quick way to see all the documents and document permissions that a user has

58. 2015 16th Annual PABUG Conference Nolij Master User Profile/Document Summary, continued Profiles assigned to a user

59. 2015 16th Annual PABUG Conference Nolij Master User Profile/Document Summary, continued Documents and permissions across profiles

60. 2015 16th Annual PABUG Conference Workflow Workflow Definition Workflow definition

61. 2015 16th Annual PABUG Conference Workflow Workflow Definition, continued The workflow and corresponding inboxes are defined in NolijWeb. Workflow controlled by Oracle procedures, functions

62. 2015 16th Annual PABUG Conference TransForm MySwarthmore Group Definition Access forms through Student and Employee Banner Self-Service

63. 2015 16th Annual PABUG Conference TransForm MySwat Goups Identity management roles associated with groups

64. 2015 16th Annual PABUG Conference TransForm Form Categories Form categories, way to organize forms into meaningful groups

65. 2015 16th Annual PABUG Conference TransForm Form Definition TransForm parameters

66. 2015 16th Annual PABUG Conference TransForm Form Definition, continued Form details

67. 2015 16th Annual PABUG Conference TransForm Assign Forms to MySwat Groups Assign form to MySwat group

68. 2015 16th Annual PABUG Conference Auto-Import Template Creation/Maintenance

69. 2015 16th Annual PABUG Conference Auto-Import Template Creation/Maintenance, continued

70. 2015 16th Annual PABUG Conference Auto-Import Template Document Mapping Nolij custom name and the document name on the xml file from the vendor

71. 2015 16th Annual PABUG Conference Relationship between profile, proxy, documents, query and users Nolij Web Profile Users App Behavior Proxy Type(s) Proxy User View Documents View Documents Update Documents Update Documents Delete Documents Delete Documents Report Queries Report Queries Search Queries Search Queries

72. 2015 16th Annual PABUG Conference NolijWeb APIs Authentication: http://localhost/NolijWeb/j_spring_security_check? http://localhost/NolijWeb/j_spring_security_check Document Retrieval: https://host_sever:port_number/NolijWeb/handler/api/docs/folderid/documentid https://host_sever:port_number/NolijWeb/handler/api/docs/folderid/documentid Document Metadata Retrieval: https://host_server:portnumber/NolijWeb/handler/api/docs/folderid/documentid/documentmeta? https://host_server:portnumber/NolijWeb/handler/api/docs/folderid/documentid/documentmeta Document Image Retrieval: https://host_server:port_number/NolijWeb/handler/api/docs/folderid/documentid/page/page https://host_server:port_number/NolijWeb/handler/api/docs/folderid/documentid/page/page Document Submission: https://host_server:port_number/NolijWeb/handler/api/docs/folderid https://host_server:port_number/NolijWeb/handler/api/docs/folderid Document Deletion: https://host_server:port_number/NolijWeb/handler/api/docs/folderid/documentid https://host_server:port_number/NolijWeb/handler/api/docs/folderid/documentid Merge Document: https://host_sever:port_number/NolijWeb/handler/api/docs/merge/folderid/ https://host_sever:port_number/NolijWeb/handler/api/docs/merge/folderid/ Print Document: https://host_sever:port_number/NolijWeb/handler/api/docs/print https://host_sever:port_number/NolijWeb/handler/api/docs/print Document Type List Retrieval: https://host_server:port_number/NolijWeb/handler/api/docs/docs/indexnames https://host_server:port_number/NolijWeb/handler/api/docs/docs/indexnames Work Complete: https://host_sever:port_number/NolijWeb/handler/api/workflow/workcomplete/folderid/ https://host_sever:port_number/NolijWeb/handler/api/workflow/workcomplete/folderid/

73. 2015 16th Annual PABUG Conference Open to the Floor Questions Comments

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