Basic Concepts
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Basic Concepts Document Transcript

  • 1. T U T O R I A L Basic Concepts Overview Tutorial Tips This Basic Concepts tutorial introduces you to Keyboard icons specify values that you enter EnterpriseTenFold SOA. We recommend that you to complete a step. complete Basic Concepts before other tutorials. Information icons highlight additional Each tutorial contains focused, brief lessons to instructions and concepts related to a step. explain an important TenFold technology concept. Question icons help you make informed During this tutorial you: decisions and understand what is happening. 1. Install SuperCRM, an already-built Warning icons address potential issues you TenFold-powered application might experience while completing a step. One way to install an application is to import a .10F file. In later tutorials, you see Audience how easy it is to create a .10F file by This tutorial is for anyone interested in learning exporting your applications description. about EnterpriseTenFold SOA and the TenFold paradigm for building and running applications. 2. Experience TenFold power Prerequisites Run a TenFold-powered application using a browser AND Windows interface. • An installed copy of EnterpriseTenFold SOA such as EnterpriseTenFold SOA Personal TenFold-powered means enterprise-class Edition software. This lesson shows some unique • A SuperCRM.10F file. Personal Edition capabilities and power that TenFold includes this file in the export folder; or you provides in every application. can download a SuperCRM.10F file here. • A ready-to-use PC that meets these system 3. Experience extremely rapid applications requirements. development (XRAD) TenFold customers love speed to develop a Help new application, but are more thrilled with We offer many different types of support and help the business agility from the speed with to make your initial TenFold experience positive and which you can change an existing powerful. Click here for a complete list. application. In this tutorial, we show you how to: While you are doing any tutorial, press <F1>, right- click any field, button, or tab; or use the Help menu • Create a new web page for on-line help. • Connect to Google Maps • Change a SuperCRM menu • Add a new database column to your physical database, add new fields based on that column • Update every applications component that your database change requires Basic Concepts Page 1/18
  • 2. Lesson 1 – Install a TenFold-powered application (SuperCRM) EnterpriseTenFold SOA uses a model-driven approach to render (run) your application by reading its description from a TenFold Dictionary database. In other tutorials, you learn to build a complete TenFold-powered application. When you build an application, you use TenFoldTools to describe your application including its database design, user interface, business logic, reports, connections to other databases, applications, and services, and more. Before you build an application, we want you to experience an application that we built, called SuperCRM, to see just some of the features of every TenFold-powered application. Therefore, Lesson 1 imports a SuperCRM description into the TenFold Dictionary so that, in Lesson 2, you can run and experience SuperCRM. Step 1 – Sign on to EnterpriseTenFold SOA Double click the EnterpriseTenFold SOA icon (if you are using Personal Edition your icon reads Personal Edition). With Personal Edition, your desktop computer is acting as your client computer, your applications server, your database server, and your web server. (In a more typical enterprise installation, these would all be separate computers.) Therefore, clicking the desktop icon starts these programs: • TenFoldClient (tfcli), TenFold MessageServer, TenFold ServerManager (tfsrvmgr and tftskmst) • EnterpriseDB RDBMS (edb-postmaster and edb-postgres) If you have Windows Firewall enabled, unblock these programs when the option to unblock appears. Clicking the icon starts the TenFold applications building tool set called TenFoldTools. You use TenFoldTools to create, import, or export an application. If you are missing an EnterpriseTenFold or Personal Edition icon, you might be running an older version of EnterpriseTenFold or might not have EnterpriseTenFold installed. You can download Personal Edition here 1. User name = Business 2. Password = Business Passwords are case-sensitive. Basic Concepts Page 2/18
  • 3. TenFoldTools comes with sample user names for building and maintaining your application: • Business (password = Business) – Create and build your application • IT (password = IT) – Create and maintain your database design • Admin (password = Admin) – Administer TenFoldTools end-users and features (in a team development environment, you would provide each applications developer a user name, such as jsmith). 3. Click [Import] to open the Import screen. Throughout this tutorial we use [] brackets to describe buttons. If the [Import] button is gray, there are several potential reasons. Right click on [Import] and choose help to see how to enable [Import]. 4. Click the folder symbol to the right of the Import file field. 5. Choose Insert (Use Insert to pick a file instead of typing its name.) 6. Pick the SuperCRM+2007v3.10F file. 7. Click [Open] If you are using Personal Edition installed in suggested directories, SuperCRM+2007.10F is in C:Program filesTenFoldTenFoldPEExport 8. Click [Import application]. Note the progress bar at the bottom of the screen. Import takes between 10 and 25 minutes. 9. From the Options menu, choose Quit to close TenFoldTools. You should have these two icons on your desktop. If you are missing the BrowserClient icon, check that you have IIS installed. If you need to install IIS, do so now, and then click [Register] to create the BrowserClient icon. IIS is a Microsoft Web Server, see System Requirements link at the top of the tutorial for more details. Lesson 2 – Run a TenFold-powered application (SuperCRM) EnterpriseTenFold SOA uses a model-driven approach to render (run) your application by reading its description from the TenFold Dictionary. The graphic illustrates the process of describing an application, saving its description in the TenFold Dictionary, rendering the application from its description, and publishing (presenting) the application for you to interact with it. In Lesson 1, by installing the SuperCRM .10F file, you put the complete SuperCRM applications description in the TenFold Dictionary and are ready to render and publish it – in other words, ready to run SuperCRM. Basic Concepts Page 3/18
  • 4. SuperCRM is a Customer Relationship Management (CRM) application. SalesForce.com® is a typical CRM application that many small companies use to enter contacts, manage sales efforts, and create a database of company-specific information about customers and prospects. EnterpriseTenFold SOA works with popular RDMSs like Oracle, DB2, SQL Server, Sybase, EnterpriseDB, and MySQL. EnterpriseTenFold SOA Personal Edition includes a fully configured EnterpriseDB installation to make your Personal Edition experience easy and not require that you install an RDBMS. Read more about EnterpriseDB here. EnterpriseTenFold SOA coupled with your RDBMS provides you an architecture with which you can create new applications and transform your legacy applications into SOA compliant applications . As you use SuperCRM, realize that it uses the identical EnterpriseTenFold SOA that TenFold customers use to trade billions of dollars in equities, manage hospitals, and rate insurance policies, with thousands of simultaneous end-users daily. TenFold customers like these use high-volume, scalable, production TenFold-powered applications today: SuperCRM represents any TenFold-powered application. With EnterpriseTenFold SOA, you can build any application quickly with the the power features that you see in SuperCRM (and more). SuperCRM, like any TenFold-powered application, scales automatically to a multi-user or high-volume environment. During Lesson 2 you: • Sign on to SuperCRM via a browser • Explore powerful applications features like AJAX and TimeRelation Basic Concepts Page 4/18
  • 5. • Sign on to SuperCRM as its administrator, create a new end-user, and turn on automatic response-time measurements • Sign on as your new end-user via Windows • Review your sign-on history and application-response times Let’s get started! Step 1 – Start SuperCRM and Sign on 1. Double-click the SuperCRM browser icon (it looks like this, if Internet Explorer is your web browser) EnterpriseTenFold SOA includes a robust application server (TenFold ServerManager) that manages end- user sessions, server clustering, authentication, and more. You can learn how to configure TenFold ServerManager by reading Administering TenFold ServerManager. Personal edition includes EnterpriseDB, a powerful relational database. Read more about EnterpriseDB here. Personal Edition Windows and BrowserClient icons start and stop the database and application servers. 2. User name = Sales 3. Password = Sales SuperCRM passwords are case-sensitive. SuperCRM comes with sample user names (if you were using SuperCRM in production, you would provide each employee an individual user name such as jsmith): • Marketing (password = Marketing) • Sales (password = Sales) • Admin (password = Admin) • Support (password = Support) • SalesMgr (password = Manager) The first time you sign on to an application in a brand new environment, EnterpriseTenFold preprocesses your applications definition and stores it in a shared-persistent cache so that the next time you run the application it is much faster. Look for this automatic performance improvement as you explore the SuperCRM application. Step 2 – Experience built-in power Similar to many web-powered applications, SuperCRM displays available data as tabs at the top of your page. (EnterpriseTenFold SOA supports many ways to build and design applications…this is one way.) When you imported the SuperCRM .10F file in Lesson 1, the import automatically created an EnterpriseDB applications database for SuperCRM including sample data to make our tutorial use real, database data. 1. Choose the Accounts tab. 2. Hover your mouse over Recent items to see more detail. Notice the hovering window. HoverFrame is a feature for any web page. HoverFrames can retrieve data without refreshing a page. Changing a page without refreshing it is a powerful feature that the IT community calls AJAX. Without EnterpriseTenFold SOA it takes a team of seasoned developers to program AJAX behavior into each web page. In EnterpriseTenFold SOA, a checkbox enables HoverFrame AJAX. Basic Concepts Page 5/18
  • 6. 3. Click Arratria Corporation in the Accounts list to view the account details. 4. Click Map next to the first account address. 5. Click [Close] on the map. 6. Click [Close] for the account. SuperCRM uses the Microsoft MapPoint web service. We display MapPoint in a WebField. You can use a WebField to embed any web page (in fact, any URL) in your application. These are examples of powerful, unique, EnterpriseTenFold SOA, applications-building features. 7. Click on any company to view Company Details. 8. Click [Query], then click [Run Query] to read the SuperCRM applications database for your accounts. TenFold refers to your application web pages and Windows screens as transactions. TenFold-powered transactions come standard with SmartNavigation features. SmartNavigation provides navigation features that your end-users need – without programming or any development work. 9. Click [Next] and [Prior] to move through accounts. 10. Click [Multiple] to see accounts in a grid-style list. 11. Click an account in the grid and click [Single] to view it only. 12. Click [Multiple] and let's explore some ways to query your data 13. Click [Query],type c* in Account Name 14. Click [Run Query]. You see only accounts that start with C (or c, as querying is case insensitive.) We call our query metaphor with wild-cards QueryByExample. Without programming or development work, QueryByExample makes each transaction a powerful, standardized query engine. End-users become QueryByExample experts because it always lets them find the data they need in a few keystrokes. 15. Click [Query] and type *In* in Account Name. Click [Run Query]. 16. Click [Single] and [Query]. 17. Do a query entering >200000000 in the Annual revenue field to see companies with annual review greater than $200,000,000. 18. Do a query entering <100 in the Number of employees field. 19. Experiment with your own queries. You can query using any field. 20. Click [Close] to close the Account detail screen. Using EnterpriseTenFold SOA, you can build a thousand-user, policy-management, web-enabled application without writing a single line of SQL. We call TenFold’s powerful SQL-generation capability SmartSQL. Many applications-performance problems result from inefficient database operations. While writing some SQL is easy, writing efficient and complex SQL is difficult. Some SQL is so complex that few programmers can correctly write it. SmartSQL generates different SQL for each version of each vendor RDBMS. EnterpriseTenFold SOA consistently generates optimal SQL for your application. Basic Concepts Page 6/18
  • 7. 21. Click [Edit queries] (at the bottom of the screen). 22. Scroll through pre-defined queries. Notice that you can create powerful queries to return subsets of your data. 23. Define a new query by clicking [New]. 24. Name = LargeCaliforniaAccounts 25. Transaction = SCRMAccounts. 26. Sharing Editable = <checked> 27. Field prompt = State 28. Operator = = 29. Value = California 30. Click [Add] (the Add graphic on the Query criteria bar (described below) References to click [Add] in BrowserClient throughout this tutorial also mean clicking the Add graphic found in the top of the region or tab. 31. Relation = And 32. Field prompt = Annual revenue 33. Operator = >= 34. Value = 200000000. 35. Click [Save]. 36. Click [Run]. We call these saved queries PowerQueries. PowerQueries are like live reports; use PowerQuery to store your most frequent queries and run them any time you choose. End-users can create as many PowerQueries as they need, share them with others, or keep them private. In our example, you can run your new PowerQuery to find all large accounts in California in real time. 37. Click [Close]. 38. Click Arratria Corporation to view the Account details screen. 39. Click the drop-down arrow for Industry and notice the size of the list. 40. Type N in the Industry field (replacing the value already there) and click the drop-down arrow. Note only Industries starting with N appear. 41. Type G in Industry and tab out of the field. Since G is unique, it auto- filled the proper value. (QueryByExample works for drop-down SmartPick fields to limit values in a pick list) 42. Enter a non-number value (like XXX) in the Number of employees records field and click [Save]. 43. Notice the returned messages 44. Enter a valid value, tab out, and click [Save]. 45. Click the Incomplete activities tab and click [Add] 46. In the new row, Click the calendar icon for Due date. Using the CalendarControl, pick a date. 47. Click the note pad icon for Activity and enter data in the Pop-up edit window. 48. Click on the drop down SmartPick for Status, and select Planned. 49. Click on the First name in the drop down SmartPick. 50. Try to edit the first record. Notice that SuperCRM protects the fields from your edits. SuperCRM protects fields from your edits because of a simple business rule: you cannot edit an incomplete activity that does not belong to you, or unless you are an administrator. We call this data-protection feature SecurityByValue, which means data values can drive your data security. Rule-driven security to decide who can see what data and who can change it – without any applications development expense. Basic Concepts Page 7/18
  • 8. Notice in your SmartPick you see additional information to help you pick a value. The SmartPick automatically copies Last name for you. You define this additional information when you create your application. The features you are using are codeless features of EntepriseTenFold SOA. SuperCRM has many responsibilities (which represent different roles that end-users have when using the application). We are going to switch responsibilities to experience different capabilities of this application. To switch responsibilities, we need to log out of SuperCRM as the Sales person. 51. Click [Save]. 52. Click [Close] to close the Account detail screen 53. In the top left corner, click [Logout]. 54. Sign on as Support, with password = Support (don’t forget that passwords are case-sensitive). 55. Choose the Cases tab. 56. In the Cases section click [Create new case]. 57. Summary = 800 number is not forwarding to voicemail 58. Priority = Medium 59. Origin = E-mail 60. Reason = Failure/crash 61. Status = Open 62. Type = Defect 63. Account = Arratria Corporation 64. Click the Attachment file-cabinet icon and choose [Insert]. 65. Click [Browse] and choose any file from your computer. You have just used an AnyFile field when you entered an Attachment. AnyFile fields provide easy access to files (such as images, text documents, web pages, et cetera) that you store on a local disk or network. You uploaded the file from the local client to the application server and stored in the applications database. In this case, you added a supporting document as an attachment to this Case. With AnyFile, you can build applications that store files like documents or pictures as part of your applications database. These types of applications can warehouse tremendous amounts of information in any file formats that you choose. 66. Click [OK] 67. Click [Save] 68. Modify the case. 69. Priority = High 70. Click [Save]. 71. Click [Changes] and choose History (top of the screen). 72. SuperCRM highlights your most recent change in green 73. Click [Close details] to close the History screen. 74. Make some more changes and click [Save]. 75. Click [History] again. 76. Click each change date and time to review changes. 77. Click [Close details] 78. Click [Close] 79. Click [Logout]. You have just experienced a power feature called TimeRelation. TimeRelation automatically stores your applications-data changes. You can view all changes over time. You can query as-of a particular date. EnterpriseTenFold SOA comes with many power features: Actual TimeRelation, Valid TimeRelation, AuditTrail, Event TimeRelation, SecurityByValue, and thousands more. TimeRelation is activated by table. If you changed a field in Case details that stores data in a separate table from the table in the parent view, these changes will not be reflected in History. For example, changes made on the Attachments tab are not reflected in History. Basic Concepts Page 8/18
  • 9. In Step 2, you experienced a number of standard features. To learn more about these particular power features read BrowserClient, QueryByExample, Actual TimeRelation, AuditTrail, Valid TimeRelation, Event TimeRelation, SecurityByValue, and PowerQuery. Step 3 – Sign on to SuperCRM as the administrator and create a new end-user 1. The SuperCRM Windows client icon looks like this – double click it to start administering SuperCRM. (You can use the still-running SuperCRM if you followed Lesson 2 and did not close SuperCRM. If so, choose Options…Signon to sign on as a different user.) 2. User name = Admin 3. Password = Admin The administrator end-user for SuperCRM is Admin. Of course, when you build your own application, you assign your own user-names and give each user (or UserGroup) the responsibilities you choose. 1. From the Security menu, choose MaintainEmployees . 2. Click [New]. 3. Right click on the zoom-to graphic located on the right of the User name field, click [Add end- user]. 4. User name = JSMITH 5. Password = ***** [You decide on a password, but don’t forget it!] 6. Verify password = ***** 7. Full name = John Smith 8. Responsibility = SuperCRM sales 9. Click [Save] 10. Click [Select] 11. First name = John 12. Last name = Smith 13. Title = Salesperson 14. Click [Save] 15. While we are the administrator, let's see a useful and powerful feature to track application-response time. 16. From the Troubleshooting menu choose Measure..ResponseTime. 17. Click [Start recording]. 18. Minimize this window; we will come back to it later. EnterpriseTenFold includes administrative, management, troubleshooting, and tuning tools in each application. When you get a moment, browse the administrator menu to see all the transactions that automatically become part of each TenFold-powered application. Open the transactions if you want and read on-line help for the transaction to see the power and flexibility of each transaction. Step 4 – Experience WindowsClient power by running SuperCRM via Windows 1. The SuperCRM Windows icon looks like this – double click the icon to start SuperCRM via Windows. (Start a second session - leave the administrator window open, we'll come back to it later). 2. User name = jsmith 3. Password = ****** Basic Concepts Page 9/18
  • 10. 4. Choose Accounts (at the bottom of the screen). 5. Click the All active accounts query. 6. Note that all SmartNavigation and query features you used in the browser are also in WindowsClient. Try them out; they work the same. 7. Click the drop-down next to Single and choose Split. You can navigate through the grid-style data and see selected data Single-style. You can resize the split by click-dragging the separator. 8. Double-click the Status column heading to sort one way. Double-click again to sort in reverse. Sorting works on all grid columns. 9. Click [Single] to close the split screen. 10. Click [Multiple] to see your data in a grid-style. 11. Right click in the window and choose QuickExport . See that your data exported into a spreadsheet. (You need Excel on your PC for this feature to work.) Close Excel. 12. Right click a phone number and choose Copy. 13. Click [New] to add a new account and position your cursor in the Phone field right click and choose Paste. 14. You can copy and paste multiple columns of data, from your TenFold application or from Excel spreadsheet cells. 15. Click [Close] to close the Account details screen. 16. Click [Edit queries] and see your TestQuery you defined earlier. 17. Click [Run] to return records matching your PowerQuery. QuickExport is an EnterpriseTenFold SOA power feature that makes end-user jobs easier. QuickExport and other query facilities make it easy to create a spreadsheet to satisfy any ad hoc reporting needs. QuickExport is available in every transaction grid. For even tighter integration with existing Excel spreadsheets, choose BuildExcel-It from the Action menu to explore how easy it is to create existing- spreadsheet exports, and you can import too! 18. Click [Close] on Account Details to return to the Accounts screen. 19. Click [Create new account]. 20. Click F1 to view OnLineHelp or right-click on the field and select FieldHelp 21. Click [Close] to close OnLineHelp. 22. Click [Close] to close Account details. OnLineHelp is available for every transaction and field. Click [F1] and OnLineHelp pops up with help in context of what you were doing when you clicked F1. End-users get help when and where they need it. 23. From the Tools menu, choose AutoDocument..Menus. 24. Review your applications documentation. 25. In Microsoft Word, choose File..Close. 26. From the Tools menu, choose Exit. Because EnterpriseTenFold SOA stores the entire applications description in the TenFold Dictionary, that description is available to generate great documentation. Documentation always precisely matches your application, since TenFold renders your application from the same description. We call this feature AutoDocument. WindowsClient has many other powerful features that every application includes. To learn more about EnterpriseTenFold SOA capabilities read WindowsClient, AutoDocument, and BuildExcel-It transaction. Ensure that you chose Exit. Why? Because EnterpriseTenFold SOA logs end-user activity after you sign off and we want to see end-user activity history and response-time measurements. Step 5 – Review Sign-on history and application statistics Basic Concepts Page 10/18
  • 11. 1. Use the window you minimized in Step 3. If you closed that window, the Windows icon looks like this, double click to start administering SuperCRM. 2. User name = Admin 3. Password = Admin 4. From the Security menu, choose ManageEndUsers. 5. Enter JSMITH (the new user that we created above) 6. Click [Run Query]. TenFold displays sign-on history. To purge inactive sign-history click [Purge history] and [Save]. 7. From the Troubleshooting menu, choose Measure..ResponseTime. 8. Click the Search tab and click [Search]. 9. On the Manage tab Click [Stop recording]. 10. Invoke Tools..Exit to close the application. When administrators enable it, Application Response Measurements (ARM) times every end-user action, so you can tune performance on the first day of development and measure it anytime. If you do not see any response measurements, ensure that you clicked Exit in your SuperCRM window. Response measurements log to the database when you sign off. In Lesson 2, you saw how easy it is to use a TenFold-powered application, what TenFold means by enterprise quality, and power features like Excel integration, AJAX, and more. Building SuperCRM did not require programming, as EnterpriseTenFold SOA automatically provides power features as part of its model-driven approach. Other tutorials show you how to build an application without programming. If you can avoid programming while increasing quality and providing all the power features your end-users seek, your IT strategies change dramatically. EnterpriseTenFold SOA empowers IT to build better applications at 10% of traditional applications development cost. Further, you can maintain those applications at a fraction of the cost of traditional maintenance while delivering on every business need. Remember, EnterpriseTenFold SOA is 100% compatible with .NET and J2EE web services and supports all Enterprise Service Bus technologies. Lesson 3 – Experience extremely rapid applications change Rapid applications development has been around for years. However, traditional rapid applications development does not apply to maintaining a production application. EntepriseTenFold SOA avoids programming and, instead, lets you describe services and applications features. Once described, you do Try-it-Improve-it until your business people are delighted. We call this process XRAD (Extremely Rapid Applications Development). XRAD lets you build a working, tested, usable application in less time Basic Concepts Page 11/18
  • 12. than it normally takes for traditional requirements gathering. As you follow this lesson, you’ll discover that XRAD also lets you change an application amazingly quickly. During Lesson 3, we walk through application changes in minutes that would take weeks or months with traditional programming approaches. Using TenFoldTools you: • Create a new transaction • Connect your transaction to Google Maps • Attach the transaction to a SuperCRM menu • Add a new database column to your physical database • Update every applications component that your database change requires Step 1 – Create a new transaction 1. Double click the EnterpriseTenFold SOA icon. (If you are using Personal Edition your icon reads Personal Edition) 2. User name = Business 3. Password = Business 4. Choose the Applications builder responsibility. TenFoldTools comes with template end-users for building and maintaining your application : • Business (password = Business) – Create and maintain your application • IT (password = IT) – Create and maintain your database design • Admin (password = Admin) – Administer TenFoldTools TenFoldTools comes with standard user names and passwords. Of course, when you use TenFoldTools in a team situation, you assign your own user-names and give each user the responsibilities you choose. 5. From the WelcomeMenu, choose BuildApplication..BuildTransaction. 6. Name = SCRMMap 7. Parent table = SCRMContactAddress 8. Click [Windows ShowMe] ShowMe creates a screen for you automatically. TenFoldTools reaches through your database design, grabs important data related to the ContactAddress table and displays it on a screen in a usable way. EnterpriseTenFold SOA Personal Edition 2007 provides two ShowMe buttons: Windows ShowMe to view your transaction in WindowsClient and Browser ShowMe to view your transaction in BrowserClient. References to clicking ShowMe throughout this tutorial mean that you can click Windows ShowMe or Browser ShowMe depending on your choice of the user interface. 9. Your screen should look like this. 10. Click [Close]. 11. Click the Layout tab. 12. Click the [+] in the Layout region next to ContactAddress to expand its subordinates ([+] changes to [-]). Basic Concepts Page 12/18
  • 13. 13. In the expanded Layout grid, choose the Contact region. 14. Click the Fields tab and check the Invisible checkbox for all visible fields. 15. Click [Windows ShowMe] again. Your transaction is fully functional. In the first step you built a screen that reads data from the ContactAdresss table. In the next step, we use the data from this screen to display a map. Step 2 – Add web field for a Google map 1. Let's edit the SCRMMap transaction. Return to the BuildTransaction window. 2. Click the Transaction Tab. 3. Choose the Address region under layout. 4. Right click the fold-down, top-right corner on Address and choose Edit region details. 5. Layout columns = 1 6. Column width = 30 7. Click [Save and return]. 8. Right click the fold-down, top-right corner on Address in the Region column and choose [Insert region]. 9. Region = Tile 10. Style = Horizontal Tile 11. Right click the fold-down, top-right corner on Who in the Region column and choose [Insert region]. 12. Region = Map 13. Style = Single region 14. Choose Address region. 15. Click the move-right arrow [>] (button at the bottom left 16. Choose the Map region. 17. Click the move-right arrow [>]. 18. Click [Save]. 19. In BuildTransaction, choose the Map region. 20. Click the Fields tab. 21. Right click the fold-down, top- right corner under the Prompt column and choose[Insert calculated field]. 22. Prompt = Map 23. DataType=Character 24. Width = 80 25. Style=WebField 26. Erase the field prompt. 27. Click [Save]. 28. Click [Windows ShowMe]. 29. Click [Close]. Basic Concepts Page 13/18
  • 14. 30. Click the Transaction tab. 31. Choose the Map region. 32. Click the Fields Tab. 33. Right click on the Map field (now renamed <no prompt> ContactAddressMap since you erased its prompt), and click Edit field details. 34. In the Additional options region pick Edit as = HTMLEdit In SingleRegion display, Pixels = <checked>, Width = 450, Height = 300 35. Click the Suggestions tab. 36. Click [Run this function immediately after query] tab 37. Function = SCRMGetGoogleMapHTML (In the query completion region) 38. For pLine1, Field = ContactAddressAddressLine1 39. For pLine2, Field = ContactAddressAddressLine2 40. For pCity, Field = ContactAddressCity 41. For pState, Field = ContactAddressStateCode 42. For pPostalCode, Field = ContactAddressZipCode 43. For pCountry, Field = ContactAddressCountryCode 44. For pMapHTML, Field = ContactAddressMap 45. Click the Data tab. 46. Length = 3000 47. Click [Save and return]. 48. Click [Windows ShowMe]. 49. Click [Query]. 50. Click [RunQuery]. 51. Your screen should look like the image on the right. 52. Click [Next] a few times to see other addresses. 53. Click [Close] on ShowMe window. 54. Click [Close] on BuildTransaction window SuperCRM comes with many TenFold Language functions and other interfaces to access popular web- based services like Google Maps and MapPoint. You can use the TenFoldTools transaction, BuildFunction, to view functions like SCRMGetGoogleMapHTML, where you can see how easy exactly how we invoke the web service. To open BuildFunction choose BuildFunction from the BuildApplication menu. Google maps requires a key for every unique domain. We provide a key for use with Personal Edition that you should only use for testing. You can see the key variable listed as an optional parameter when you mapped the Google function to your transaction. For your own key visit http://www.google.com/apis/maps/signup.html Basic Concepts Page 14/18
  • 15. Step 3 – Create a menu entry for your new transaction 1. From the WelcomeMenu, choose BuildApplication..BuildMenus. 2. Choose the SuperCRM sales tab. 3. Click [+] on the PopUps row in your menu definition. 4. Choose the AccountDetails entry. 5. Click [Insert] at the bottom. 6. Prompt = Map 7. Invisible = <checked> 8. Transaction=SCRMMap 9. Brief help = View address with Google maps 10. Click [Save]. 11. Click [Close]. At this point, you created a new menu entry on the Sales responsibility and attached the transaction you just built to that menu entry, however, it is invisible. In Step 4, you will add a zoom to link your application to your new transaction. Step 4 – Add a zoom from contact address to cleverly invoke your new transaction 1. From the WelcomeMenu, choose BuildApplication..BuildTransaction 2. Click [Query]. 3. Transaction name = SCRMContacts 4. Click [Run query]. 5. Choose ContactAddressMain from the Layout region. 6. Click the Fields tab. 7. Right click on the field with prompt ‘<No prompt> ContactAddressMap’. 8. Click [Edit field details]. 9. Click Advanced tab. 10. Delete pop-up map from Prompt field (In ActionCorner region) and press <Tab>. 11. Add Prompt = Pop-up map 12. Zoom to Transaction = SCRMMap 13. Run with one click = <checked> 14. Copy from field = ContactAddressID 15. Copy to field = ContactAddressID 16. Copy direction = BothWays 17. Click [Save and return]. 18. Click [Save]. Basic Concepts Page 15/18
  • 16. Now your transaction is ready to use. When you click the Map link, SuperCRM will launch your newly built screen rather than the original MapPoint screen. If you wish, sign onto SuperCRM via either Windows or a browser and check it out. Wow! In minutes you built a transaction, connected it to Google, and put your transaction “into production.” Step 5 – View a history of recent applications objects you have modified 1. From the PowerFeatures menu, choose BuilderWorkbench. The BuilderWorkbench displays applications objects that you changed most recently. You can see your SCRMMap transaction here. Click once on the transaction and you are ready to edit it. Applications developers love BuilderWorkbench because it automatically references pretty much anything you wish to work on by remembering your prior activities. Step 6 – Change your database design to add a column to an existing table In this scenario, business users need SuperCRM to store the planned date for new solutions. In this step, we add Planned date to the solutions database table and automatically propagate that change to already-working transactions. 1. Return to EnterpriseTenFold SOA and choose Options..Sign on, or double-click your EnterpriseTenFold SOA icon. 2. User name = IT 10. Password = IT 11. From the WelcomeMenu, choose DesignDatabase. 12. Click the SCRMCustomerContact group tab. 13. Choose the SCRMSolution table. 14. Click the Columns Tab. 15. Click in the first available row (just after LastUpdatingProcess), or click [New]. 16. Column = PlannedDate 17. Data type = Date 18. Region = Solution 19. Click [Save]. 20. Right click or choose the ActionCorner on PlannedDate column name and choose AddFields. Basic Concepts Page 16/18
  • 17. 21. For each suggested transaction, check the checkbox. 22. Click [AddFields]. 23. Click [Close] 24. Click the Tables tab. 25. Click [Change database]. 26. On the ChangeDatabase pop-up click [Create or change]. 27. Click [Close]. 28. Click [Save]. 29. From the Options menu, choose Quit. You have just changed transactions that use the Solutions table. Now each transaction supports all SmartSQL operations using this new column, without writing a line of SQL and without doing any coding, and you get a slick user interface to boot. Step 7 – Use transactions that show off Planned date 1. Start SuperCRM via a browser by clicking the SuperCRM browser icon. 2. User name = Sales 3. Password = Sales 4. Choose the Contacts tab. 5. Click a contact name, like Jacob Green. 6. Click Map next to the address. 7. Click [Close] in the map pop-up window. 8. Click [Close] in Contact details. 9. Click [LogOut]. 10. User name = Support 11. Password = Support 12. Click on a Recent item (like Replace insulating oil). 13. Use the CalendarSelector to choose a Planned date (the field you just added). 14. Click [Save] and [Close]. 15. Re-pick your Solution and see your Planned date is there. 16. Click [Close]. These new features work in both the browser version of your application and the Windows version. Try it! Summary You have experienced a unique technology, EnterpriseTenFold SOA, which used a model-driven approach to render and publish SuperCRM from its description. You also made several changes to the SuperCRM application by modifying its description without writing or compiling code. SuperCRM used a Microsoft MapPoint Web Service that you changed to GoogleMaps, a different type of web-based applications service. EnterpriseTenFold SOA can connect to any service without coding. That’s not all. Without code, you can also expose any part of a TenFold-powered application as a Web Service. Basic Concepts Page 17/18
  • 18. The benefits of Service Oriented Architectures (SOA) have been discussed for years. Realizing these benefits at a reasonable cost, however, has yet to occur. With EnterpriseTenFold SOA, you avoid writing code and build better applications 90% faster on your first project. Once you complete an application, EnterpriseTenFold SOA makes it easy to go into production, manage your application, support your end-users, and change the application as your business changes. TenFold applications never wear out! EnterpriseTenFold SOA lets IT organizations satisfy business end-users quickly and at low cost with a technology that is 100% compatible with existing and evolving Web Service, database, operating system, and Enterprise Service Bus standards. Basic Concepts Page 18/18