Introduction to the Self-Service EngineRichard OberlinNOCCCDSession B4 (Part 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.

CALB 8.3 – Term Selection (SC_FAC_SELTERM)

CALB 8.3 - Drop Roster Status (SC_FAC_DROP_ROS)

Local mod – Self-Service Admissions for Health Science

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)

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

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.

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).

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)

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.

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

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.

SSEN Components

• Rendering engine• Pre-compile pages, display pages and page sets

and process input. (PL/SQL package BWKKSPGR)

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.

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

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

Demonstration

• Build an Optional Fees page (Registration Additional Fees)

• Display current fees (already purchased)• Allow purchase of additional Optional Fees

SFAEFEE – Banner INB Additional Fees form

SFAEFEE – List of codes available to add

SFAAFEE – Control form list fees for the term

Self-Service Engine menu is under the General menu

Will use GKASPAG to build our self-service page

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

Enter a Page Name and tab to next field

Now enter a description and page down

Again click on Yes to create the page

Ready to add objects – available objects listed on left

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

As usual, we must add the page is WebTailor

All SSEN pages use the package bwkkspgr

CALB page SC_FAC_DROP_ROS

Local version as we have given it the Faculty role

Create new entry for our OPT_FEES page

Give it the Student role

OPT_FEES has now been added

Now need to add it to a menu

Scroll down to the Main Menu

We will add it to the Main Menu

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

Click on Add a New Menu Item

Enter the necessary info

OPT_FEES has been added as Purchase Optional Fees

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

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

Back to GKASPAG – drop down lists available pages

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

Now add a Section to hold page objects

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

No properties to set for a Section

Now we want to add a Header for our first section

As always, ID, desc, sequence and Save

After saving we can now enter values on the right

Entered Text and also added <H2> to HTML

Save and Compile

And check our page in Self-Service

Now adding a Form object

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

Add a Data Object

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

And re-size the window

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

Pasted in code that has already been tested

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

Also need to add Data Items to hold the results

Default is input – can press F9 to list available values

Select disp for Display

Save

Saved - continue

Added Amount item and saved

Last field will be a date

Saved

Now we can Save and Compile

And check our results – oops – scroll down and …

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

Deleted the ending semi-colon (;)

After Save and Compile – check our results

Scroll down on the left to add a new section

This section will be for added new optional fees

Add some Header text again

After Save and Compile, check our page

Now add a form object – this time set the URL

We will return to our page

Add a Data object for the query for available fees

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

Add Data items for each select – DETL code is input

And hidden

Continue

TERM_CODE is also input and hidden

While the Optional Fee desc is display

Also display the Amount

ADD_PIDM is input an hidden

Save and Compile

And check our page

And now a Submit button for our Form

Label is Submit – leave the Procedure NULL for now

Save and Compile

And check our page

Add Data Item for a check box

Item type will be rowsel instead of input

And make it a checkbox

Save and Compile

And check our page

Lets try checking some boxes and clicking on Submit

No procedure, so this just refreshed the page

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

List shows somewhat different options than the hint text

Long story short – may need PRGN for Row Select

So, try something else – radio buttons

Select from the list

Save and Compile

Check our page

Try a button – and Submit

As before – just a refresh of the page

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

Saving, must select which type of property value

Save and Compile

Check our page

Try a selection and submit

One record saved, but still errors

Thanks !

• Richard Oberlin• IT Project Leader• Information Services• North Orange County Community College

District• roberlin@nocccd.edu