Dms Reporting Criteria


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Overview of Criteria design and architecture.

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Dms Reporting Criteria

  1. 1. Reporting Criteria Design on Reporting Criteria
  2. 2. Introduction <ul><li>To breakdown how criteria and queries are built for DMS. </li></ul><ul><li>Kai Leung Liu, Sr. Oracle Architect Consultant, Kaitech, Inc. </li></ul>
  3. 3. Topics of Discussion <ul><li>The Technical design of Criteria and Queries for DMS. </li></ul><ul><li>The components that make up Criteria and Query. </li></ul><ul><li>How does Criteria and Query work together? </li></ul><ul><li>What are Criteria and Query Limits? </li></ul><ul><li>How is Criteria and Query clean up? </li></ul><ul><li>How is Queries integrated into Batch Reports? </li></ul>
  4. 4. Technical Overview Q & C
  5. 5. Components of Q & C <ul><li>The components consist several parts: </li></ul><ul><ul><li>Packages: </li></ul></ul><ul><ul><ul><li>CMN_QUERY_REPORT_PKG </li></ul></ul></ul><ul><ul><ul><li>CMN_QUERY_COPY_PKG </li></ul></ul></ul><ul><ul><li>Object Library: </li></ul></ul><ul><ul><ul><li>OL_SRC_BATCH_TEMPLATE.olb </li></ul></ul></ul><ul><ul><li>Tables with RPT_ and Report E-R Diagram. </li></ul></ul><ul><li>Examples: Donor, Event, and B&C Criteria Forms. </li></ul><ul><li>These are the building blocks for Criteria in DMS. </li></ul>
  6. 6. What is criteria made of? <ul><li>Is a portion of SQL to meet a business criteria based an user selection. </li></ul><ul><li>Our forms use the quick query basic building blocks to assemble criteria together. </li></ul><ul><li>Our forms build and run criteria to validated it’s correctness. </li></ul><ul><li>User interact with Form to select criteria to generate a complex SQL. </li></ul>
  7. 7. How does Q & C work together? <ul><li>Query are made up of Criteria’s </li></ul><ul><li>Query are assembling criteria when running to build population. </li></ul><ul><li>Criteria are assembled configured to Union, Minus, and Intersect. </li></ul><ul><li>Query and Criteria are designed to be purged if not being used. </li></ul><ul><li>Criteria can be cloned for other purpose. </li></ul>
  8. 8. What are Criteria and Query Limits? <ul><li>DMS system has set limits for Criteria and Queries. </li></ul><ul><li>They are controlled by system parameters. </li></ul><ul><li>Current Set CRI 300 and QRY 200 in our production. </li></ul><ul><li>Only the owner can change their own criteria and query. </li></ul>
  9. 9. How is Criteria and Query clean up? <ul><li>Both Criteria and Query expires in two weeks unless they are being used or modified. </li></ul><ul><li>A cron job runs everyday to determine what criteria and queries to be removed. </li></ul><ul><li>User can set own archived Criteria and Query back to 2 week expires. </li></ul>
  10. 10. How is Queries integrated into Batch Reports? <ul><li>They are selected during submitting the DMS Batch Report. </li></ul><ul><li>Batch Report are develop with a Batch Report template. </li></ul><ul><li>Batch Report also needs to link to the Result Table populated by Queries. </li></ul><ul><li>Batch Parameters are develop with Batch Template Object Library. </li></ul>
  11. 11. Real Life <ul><li>User are building Criteria and Query in DMS production. </li></ul><ul><li>Batch Report are using query on a daily basis to produced reports. </li></ul><ul><li>Query and Criteria provide user the core business needs thru reports. </li></ul><ul><li>The combination of criteria and query are unlimited. </li></ul>
  12. 12. What This Means <ul><li>Criteria and Query are key components to providing the business criteria to drive the DMS Batch report system. </li></ul><ul><li>Criteria and Query are powerful and flexible when working together. </li></ul><ul><li>Criteria can be constructed using our infrastructure from DMS. </li></ul>
  13. 13. Next Steps <ul><li>Start reviewing batch user manual and other documentation. </li></ul><ul><li>Answer questions. </li></ul><ul><li>Next Lecture is Batch Reporting. </li></ul>