Denise Luther Senior IT Consultant [email protected] Practical Technology Enablement with Enterprise Integrator.

Denise LutherSenior IT Consultant

[email protected]

Practical Technology Enablementwith Enterprise Integrator

Denise LutherProfessional Experience

• 30+ Years in Information Technology

• 5 Years XA Experience

• Software Design and Development

MAPICS Expertise

• Enterprise Integrator Trainer

• Technical Strategies for working with XA

Recent Customer Success

• Saia-Burgess – Implemented custom supplier web portal using Enterprise Integrator and System-Link

My technical background in the iSeries/XA environment

allows me to help IT professionals

implement new technologies for continued business

success .

Agenda

• Data Sources

• Transaction Broker

• Transaction Objects

• Host Jobs and Reports

• Header/Detail Relationships

• Managing Environments

• Add polish to your applications

Data Sources•Other Platforms•Files on another iseries•Files in another XA environment

• Acquire drivers from the database provider Place them in /MAPICS/driverlib

IFS directory where MAPICS is installed

They will work for all environments

• Drivers are no-charge and can be downloaded from the web

Data Sources - Drivers

•iSeries – already installed•Access – already installed•SQL Server – SQL Server Driver for JDBC

•Oracle – need 9i driver•PostgreSQL – need driver for JDBC3

Platform

Data Sources - Drivers

Data Sources – SQL Drivers

Data Sources

[dsh][dsh]::[port][port]

DatabaseDatabase

[Password][Password]

[user ID][user ID]Database ownerDatabase owner

Data Sources

Display SQL Server• Views, subsets,

sorts

• Full navigation

• Navigation history

• Workbenches

• Code files

• Graph cards

• Compound cards

• Attachments

• Column functions

Navigate to SQL Server table

SQL table from within an object

• Show data in context

• Cards can be external data sources

• Drill-down capability across platforms

Transaction BrokerUser Exit Code Generation

• No source downloads

• More control

• More Exits

• Consistency

• Exported with object

• Enterprise Integrator extends these advantages to your custom objects (no more triggers)

Generate Generate programprogram

Compile Compile programprogram

Display Compile listingDisplay Compile listing

User Exit Source

Transaction Objects

• Transaction vs. object maintenance– Think IM transaction vs. Item Warehouse

maintenance

• Action on a menu• Like IM transaction…

– Has own attributes separate from object– Has own logic separate from object– Can update multiple objects

Transaction Objects

Item Warehouse Maintenance

• Create, update or delete an item warehouse record

• Logic applies to database fields

RM Inventory Transaction• Data is not part of MO or

Item Warehouse objects– Where is Quantity stored?

• Logic is not part of an order object– IM transactions have

unique edits– Doesn’t make sense to

include logic in MO or Item Warehouse maintenance

• Update applies to many objects

Transaction Objects

• Need to be able to transfer inventory from one location to another.

• Allow user to select Item Location records by subset or individual selection, enter the To location, create TRDATA TW transaction record and kick off the PMC process.

• Secure this function and authorize selectively

Transaction Objects

Transaction Objects•Transactions card in object card file•Don’t select a maintenance ID, just click Create

Transaction Objects

Name entered will be default menu text

Transaction ObjectsCard file like Business objects but is independent of Standard actions

AttributesUsed to send information to user exits

Edits

Edit to require entry for To Location

RelationshipsProvides search for location entry

User Exits

User exits structured like standard exits

User exit source to process the transfer

User Exits

AftEXT0043TXN – code to create TW TRDATA record

User Exits

CLOFIL – Send dataq to process transfer

User Exits

Select row(s) for transferClick the toolbar button to execute the transfer

Run Time

• Popup will ask for Transfer To Location• Search provided to lookup valid location

Run Time

• Enter or select location and click continue• User exits will process the TW transfer

• Process from buffer runs from client

Run Time

Secure the actionTo lock down this action independently of the standard

maintenance, Lock and authorize the Task/Subtask Client Extension Object Security Area

• Replacement for Program actions• Allows creating attributes

• date sub-type – forces valid date entry• Discrete domain/Code files• Standard edits• Custom edits for error reporting• Default data generation• Search functionality (relationships)• Process from buffer user exit – code that would

normally in the program action host program

Object transactions

Host Jobs and Reports

• Host Reports and Host Jobs are processes that are invoked from the client to run on the host

• Host Reports typically read data from the server and print a report based on that data • PO Print

• Host Jobs typically perform work that alters data on the server• PO purge

• Add custom Host Reports and Jobs to Business Objects

Adding Host ReportsSelect the Host Processes card and the

Reports sub-card

• Enter the name of the host report on the Create Business Object Host Report prompt

• This is the name that appears on the Host Reports tab

Adding Host Reports

Adding Host Reports General card contains information about

the Host Report

Attributes• Create “attributes” using the Attributes card • Appear as options when the user runs the Host Report

Edits• Standard Integrator - define simple edits on single

attributes• EI - define Custom edits that will be processed by

the server using the Validate user exit

RelationshipsEnable the users to lookup values instead of

directly keying them

User exit programs can be generated and compiled like user exit programs for other types of Business Objects

User Exits

• Host Reports are executed from the Host Print option on that object’s File menu

• List of the available reports for that object positioned alphabetically in the list of available reports

• Attributes that were created in Integrator for the report will show as options (currently in alphabetic order) for the report

• Name attributes to control order in run-time list

Host Reports

Host Reports

Host Reports

Email

Same confirmation and email notification available

• Adding a custom Integrator Host Job to a Business Object is done in the same way as a Host Report

• Use the Jobs tab on the Host Process tabbed card.

• Attributes, relationships, and edits are added in the same way as a Host Report

• User exit programs are the same

Host Jobs

Host Jobs

Host Jobs

• Host Job are executed using the Host Job option on that object’s File menu

• Host job will show up as one of the available jobs for that object in alphabetic order

• Attributes that were created in Integrator for the report will show up as options, currently in alphabetic order, for the job

Using Host Jobs

Using Host Jobs

Using Host Jobs

• Business Object Host Reports/Jobs require some CAS host records in order to correctly process transactions

• Created and maintained automatically during a save to host

• Security authorization record to limit who has access to run the custom Host function

Security class = ‘REPORT’ or ‘JOB’ Security category = EXTxxxxRPT (Host Report)

or EXTxxxxJOB (Host Job) xxxx=extension for host process

• Client Extension Object Security area of CAS Area and task authorizations

Host Records

“Process buffer” user exit– Host process runs in batch– Transaction object runs in client

Process multiple records– Host process presents attributes (options)

once– Transaction object presents attributes for each

selected records (like quick change)Run-time execution

– Host process run from File menu option– Transaction runs from toolbar button

Host Process–Transaction Differences

Header/Detail Relationships• Special 1 to Many relationship• Create custom detail type relationships between

user defined header and detail objects

• Copy transaction copies both header and details• Delete transaction deletes both header and details• Locking header locks corresponding details• Allows detail objects to be created and validated

at the same time as the header• Transactions for changed detail objects include

changed header fields in TRNDTA for use with user exits

• Available for overview cards

Header/Detail Relationships

• Primary object type• Transaction Broker/None Maintenance

Methods• Detail business object must have the

same keys in same order as the header, plus any extra key fields

• Header can have multiple detail business object relationships

Rules

Project Tracking

• Start project tracking from Enterprise Object• Maintenance Card• Maintenance History

Project Tracking

• Create a project for each application or series of object maintenance

Project Tracking

• Select a project each time you save to host• Maintenance history records tells what changed• Project tied to the maintenance

Project Tracking

Improved management for environmentsImport/Export individual objects • Use subsets or selected records to limit

export

Presentation Schemes, Attributes• Colors, Bold Fonts

• Lower Case

Compound Cards• Combine multiple cards, views onto one card• Only contains what user needs to see• Customize Titles and Banners• Use appropriate icon and toolbar buttons

Thank You!

Technical [email protected]

Sales InformationBen [email protected]