Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

NiUG 2012 Discovery Philly: Business Objects

4,315 views

Published on

Published in: Technology
  • Be the first to comment

  • Be the first to like this

NiUG 2012 Discovery Philly: Business Objects

  1. 1. SHARE, COMPARE, BECOME MORE AWARE Business Objects for the Techies Kye Hittle, Director of IT Beta Theta Pi Foundation Wednesday, September 12, 2012 REVOLUTION 2012
  2. 2. SHARE, COMPARE, BECOME MORE AWARE ASI Image • Remote desktop • host: <your specific instance name>.compute-1.amazonaws.com • login: administrator • pass: Q12P04%6 • domain: <your specific instance name> • imis: MANAGER/manager REVOLUTION 2012
  3. 3. SHARE, COMPARE, BECOME MORE AWARE What are BUSINESS OBJECTS? REVOLUTION 2012
  4. 4. SHARE, COMPARE, BECOME MORE AWARE What is the Biz Obj concept? Every entity in the system, representing the human-world object which the system is expected to interact with is a business object. <separate> This is opposed to the objects and logic being part of the implementation details. http://stackoverflow.com/questions/3273800/what-are-business-objects-and-what-is-business-logic REVOLUTION 2012
  5. 5. SHARE, COMPARE, BECOME MORE AWARE Biz Obj Definition Business Name: The term used to classify a business object. Business Definition: Statement of the meaning and purpose of the business object. Attributes: Facts relating to the purpose of the business object. Behavior: The activities that a business object engages in such as interacting with other objects, recognizing events and changing attributes accordingly. Relationship: The association between business objects that is a reflection of the inter-relationships between their business purposes and the interactions therein. Business Rules: The rules by which the behavior, relationships and attributes of a business object must abide. http://www.techopedia.com/definition/25982/business-object-bo REVOLUTION 2012
  6. 6. SHARE, COMPARE, BECOME MORE AWARE What is the Biz Obj • Encapsulation • Additional functionality can be be added without requiring changes to other objects • Protects iMIS code and database http://www.techopedia.com/definition/25982/business-object-bo REVOLUTION 2012
  7. 7. SHARE, COMPARE, BECOME MORE AWARE iMIS’s Definition of Biz Obj A business object is an iMIS system construct representing the data elements and business rules of a business concept like a contact; it is implemented using a combination of business rules, a schema definition that describes the data structures of the object’s properties, and a database view. REVOLUTION 2012
  8. 8. SHARE, COMPARE, BECOME MORE AWARE Benefits & Future of iMIS Biz • .NET Accessible for developers, uses standard classes • Uses XML standard • Standardized security • New types of objects (user-defined tables, forms, etc.) • New columns extend product, order, referrals, etc. • Standard interface for all objects (queries, REVOLUTION 2012
  9. 9. SHARE, COMPARE, BECOME MORE AWARE Where do Biz Objs live in • Stored in iMIS Document System • Schema definitions & Views are created by iMIS in the database - do not edit • Create/Edit in Tools module (requires SysAdmin role) REVOLUTION 2012
  10. 10. SHARE, COMPARE, BECOME MORE AWARE What are Biz Objs used for? • IQA (e.g. Cs... objects) • Business Rules (security) - do not modify • Module-specific (Process Manger, Campaign Management, Segmentation, RFM, Content Management) REVOLUTION 2012
  11. 11. SHARE, COMPARE, BECOME MORE AWARE Biz Objs vs. IQA • An IQA can use a Biz Obj as a Source • A Biz Obj can use an IQA as a Values Query REVOLUTION 2012
  12. 12. SHARE, COMPARE, BECOME MORE AWARE Exploring BUSINESS OBJECT DESIGNER REVOLUTION 2012
  13. 13. SHARE, COMPARE, BECOME MORE AWARE In-Class Exercise #1 • Pick a biz obj that you are familiar with and examine it in Biz Object Designer REVOLUTION 2012
  14. 14. SHARE, COMPARE, BECOME MORE AWARE Business Object Designer • Allows you to create/modify Business Objects • Located under Tools or iSA tab REVOLUTION 2012
  15. 15. SHARE, COMPARE, BECOME MORE AWARE Explore/Edit an existing Biz 1.Find the Biz Obj in the Document System and double-click or press Edit 2.Click on Database tab to determine what tables and/or views are used along with how they are related (joined) REVOLUTION 2012
  16. 16. SHARE, COMPARE, BECOME MORE AWARE Database Tab • Tables contains tables and/or views • Used & Available Columns contain fields REVOLUTION 2012
  17. 17. SHARE, COMPARE, BECOME MORE AWARE Database Tab • Filter must use qualified field names (table.field) if more than one table/ view present REVOLUTION 2012
  18. 18. SHARE, COMPARE, BECOME MORE AWARE Database Tab • BOD only allows inner joins REVOLUTION 2012
  19. 19. SHARE, COMPARE, BECOME MORE AWARE Properties Tab • Allows you to edit each column (field) listed in “Used Columns” on the Database tab REVOLUTION 2012
  20. 20. SHARE, COMPARE, BECOME MORE AWARE Properties Tab • Allows you to edit each column (field) listed in “Used Columns” on the Database tab REVOLUTION 2012
  21. 21. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Definition • Exposes the Database Table (or View) and Column (field) name REVOLUTION 2012
  22. 22. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Definition • Automatically Include in Queries determines if column is automatically added to IQA Display tab when Biz Obj is added as a Source REVOLUTION 2012
  23. 23. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Display • Prompt for Field is the friendly name IQA uses in Display tab REVOLUTION 2012
  24. 24. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Display • Display Control specifies which form control is presented to the user when filter is displayed REVOLUTION 2012
  25. 25. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Display • Display Mask provides formatting for certain data types (e.g. datetime) REVOLUTION 2012
  26. 26. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Values Sub- • Default Value does not carry over to IQA Filters • Values Come From is set to Freeform data entry by default • Value List is a hardcoded list: REVOLUTION 2012
  27. 27. SHARE, COMPARE, BECOME MORE AWARE Properties Tab > Values Sub- • Values Come From is set to Freeform data entry by default • Query Object is an existing IQA: $/Common/Queries/Value Lists/ contains many common lists, also a good place to store your own REVOLUTION 2012
  28. 28. SHARE, COMPARE, BECOME MORE AWARE Save any changes 1.Press Save 2.Press Compile 3.Press Publish 4.Changes are available to IQA and the rest of iMIS REVOLUTION 2012
  29. 29. SHARE, COMPARE, BECOME MORE AWARE Biz Obj Status • Working status has not been published • Status must be Published before it is available to IQA REVOLUTION 2012
  30. 30. SHARE, COMPARE, BECOME MORE AWARE Creating a new Biz Obj 1.In BOD click New > Design Business Definition REVOLUTION 2012
  31. 31. SHARE, COMPARE, BECOME MORE AWARE Creating a new Biz Obj 2.Give your Biz Obj a Name, Description and click Create Object REVOLUTION 2012
  32. 32. SHARE, COMPARE, BECOME MORE AWARE Default Relationships• iMIS 10: defined via Related tab of Biz Obj• iMIS 15: defined via db foreign key (FK) relationships – Cs... objects use hardcoded relationships for Omnis compatibility - cannot be modified – DO NOT add FKs to any iMIS standard table! Default Relationshi ps http://docs.imis.com/15.2/#! REVOLUTION 2012
  33. 33. SHARE, COMPARE, BECOME MORE AWARE Finding FKs on iMIS tables • In SQL Server Management Studio: REVOLUTION 2012
  34. 34. SHARE, COMPARE, BECOME MORE AWARE Finding FKs on iMIS tables • In SQL Server Management Studio: REVOLUTION 2012
  35. 35. SHARE, COMPARE, BECOME MORE AWARE Adding FKs to Custom Tables • Do NOT add FKs to standard iMIS tables! REVOLUTION 2012
  36. 36. SHARE, COMPARE, BECOME MORE AWARE Adding FKs to Custom Tables • The new FK must include ON DELETE CASCADE • When iMIS deletes records from the referenced table, the corresponding record is also deleted from the custom table • To specify in Management Studio: REVOLUTION 2012
  37. 37. SHARE, COMPARE, BECOME MORE AWARE Reverting to a previous • Select the Biz Obj • Click Versions • Select version to revert to • Click Revert - status will become Working • Publish the object REVOLUTION 2012
  38. 38. SHARE, COMPARE, BECOME MORE AWARE Create Business Objects for all User Defined Tables 1. Tools > Task Area (left) > 2. Utilities > User defined tables 3. Click Build All (to the far right) REVOLUTION 2012
  39. 39. SHARE, COMPARE, BECOME MORE AWARE Thank you! REVOLUTION 2012

×