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

April 2-5 Orlando, Florida

Create Your OwnSelf-Service Pages

Presented by: Robert Nitsos & Jim Keene, SJLoyola Marymount University

April 4, 2006

Evaluation Code 053

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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!

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Introduction

Robert Nitsos

Assistant Registrar, Student Records Systems

Fr. Jim Keene, SJ

ITS, Senior Analyst

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Loyola Marymount University

Private 4-Year Institution

>7000 FTE

5400 UG

1700 GR

21 EdD

Self-Service Since Spring 2000

Currently Banner 6.4

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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.


Need for Capability

“Why would anyone want to do this?”

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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!


Creation of Package

“How do I get started?”

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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

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Creation of Package

Package Header

Define Procedures/Functions to be Called

Passed Parameters

Package Body

Main Procedure Code

Additional Procedures/Functions/Cursors/etc.

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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;

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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

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Package Body (cont.)

Variable Declarationscurr_release varchar2(10) := '6.3';term_rec stvterm%rowtype;term_desc stvterm.stvterm_desc%TYPE;hold_term stvterm.stvterm_code%TYPE;hold_stupidm spriden.spriden_pidm%TYPE;hold_stupidm_char varchar2(30) DEFAULT NULL;…reg_role varchar2(1);user_college stvcoll.stvcoll_code%type;stu_levl sgbstdn.sgbstdn_levl_code%type;stu_major sgbstdn.sgbstdn_majr_code_1%type;stu_major1 sgbstdn.sgbstdn_majr_code_1%type;stu_major2 sgbstdn.sgbstdn_majr_code_2%type;stu_minor1 sgbstdn.sgbstdn_majr_code_minr_1%type;stu_minor2 sgbstdn.sgbstdn_majr_code_minr_1_2%type;mjr_coll stvcoll.stvcoll_code%type;

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/* Cursor for information that is to be displayed */

cursor advr_infoisselect 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, stvadvrwhere a1.sgradvr_pidm = hold_stupidmand 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_rec advr_info%rowtype;

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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;

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If no Term was passed, get it from the user

IF TERM IS NULL THENhold_term := twbkwbis.F_GetParam(pidm,'TERM');

ELSEtwbkwbis.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;

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Check to see if user is a valid faculty member

IF NOT bwlkilib.F_ValidFac(hold_term, pidm) THENmsg := '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;

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If no student PIDM was passed, get it from the user

IF STUPIDM IS NULL THENhold_stupidm_char := twbkwbis.F_GetParam(pidm,'STUPIDM');

ELSEtwbkwbis.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;

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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');

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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_rolesLOOP

IF (twbkslib.role_table(i) = 'REGISTRAR') THENreg_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;

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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

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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;

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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;

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elsercount := 0;LOOP

if rcount > 0 thenfetch 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;

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/* 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;

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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;

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If user is not member of college, just display advisor

elsetwbkfrmt.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;

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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

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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;


Bonus Code: Download Data to Excel

“You forgot this last year!”

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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_listisselect stvterm_code term_code,…from stvterm, sfrstcr, …where stvterm_code = term…order by name;

slist student_list%rowtype;

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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;

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For each record in Cursor, insert row

FOR slist IN student_listLOOP

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;

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Results


Create Custom Roles

“People other than Students, Faculty, Alumni, Employees, etc.”

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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’);


Web Tailor

“How do I get my page to show up?”

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Web Tailor

Create Procedure

Add to Menu

Create Info Text

Assign Roles to Users

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Create a New Procedure

Click on the Create button to add your procedure to the database

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Create Procedure

Enter Page Name

Enter Description

Select Module

Enable

Enter Page Title

Enter Header Text

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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)

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Add Page to Menu

Select menu to which the page is to be added

Click the Customize Menu Items button

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Add New Menu Item

Click the Add a New Menu Item button at the bottom of the page

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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!

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Customize Information Text

Select the page to which you want to add/update Information Text

Click the Customize Information Text button

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Create Information Text

Click on the Add a New Information Text Entry button

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Create Information Text (cont.)

Select the Sequence Number

Enter (or Select) the Label name

Enter the Information Text

Select an Image

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Assign Custom Role(s) to User(s)

Custom roles may be assigned to users

Enter the User ID

Click the Submit button

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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


Demo

“Show me the pages!”

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Summary

Learn by Doing

Start Simple

Ask for Help

Collaborate

Examine Existing Code

Read/Post to BINFO, BSTUDENT and BORACLE

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Questions & Answers

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Thank You!

Robert [email protected]

http://registrar.lmu.edu/Code/LMUBAnnerCode.htm

Please complete the on-line Evaluation Form

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Send me to Las Vega$!

Documents

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