IMIS BUSINESS OBJECTS - NiUG International Presentations/iMIS Business... · NiUG Asia Pacific Discovery Conference 12-14 September 2016 1 IMIS BUSINESS OBJECTS Bruce McPhail –

NiUG Asia Pacific Discovery Conference

12-14 September 2016

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IMIS BUSINESS OBJECTSBruce McPhail – Karapoti Consulting

AGENDA

1. What is a Business Object?

2. How are BO’s Derived?

3. Which BO’s to use and Where

4. When to use standard BO’s and when to create your own

5. How to create your own BO’s

6. Where are BO’s used?

7. Do’s

8. Don’ts

9. Don’t Bother’s!

10. Example 1 – HTML Editor

11. Example 2 – Custom Event Listing

IMIS BUSINESS OBJECTS – WHERE TO FIND YOUR DATA

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WHAT IS A BUSINESS OBJECT?

Business Objects lay the foundations• IQA• Panel Editor• And elsewhere ..

HOW ARE BUSINESS OBJECTS DERIVED?

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HOW ARE BUSINESS OBJECTS DERIVED?

Subject: CsCONTACTSQL View: vBoCsContact

HOW ARE BUSINESS OBJECTS DERIVED?

Subject: CsCONTACTBO View:

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WHICH BUSINESS OBJECTS?

CS* Business Objects are Legacy

• CsActivity• CsAddress• CsCalls• CsCommittee• CsContact• CsDonations• CsDonationsDetail• CsDonorData

• CsDuesHistory• CsEvent• CsEventHistory• CsFunction• CsGeneralLookupTables• CsInventory• CsMemberType• CsOrderHistory

• CsOrderLines• CsOrders• CsPledges• CsProduct• CsRegistration• CsRelationship• CsStaffUser• CsSubscriptions

WHICH BUSINESS OBJECTS?

Business Objects that support iMIS Business Rules

• AccessArea• AccessItem• AccessMain• Group * (multiple Group BOs)• Role• UniformRegistry• User• UserRole• UserToken

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WHICH BUSINESS OBJECTS?

Process Manager Business Objects

• OpportunityMember• OpportunitySales• OpportunityDonor• OppMemberContact• OppSalesContact• OppDonorContact• Opportunity• OpportunityHistory• OpportunityReport• OpportunityCompetitor• OpportunityType• ActionPlan

WHICH BUSINESS OBJECTS?

Campaign Management Business Objects

• Appeal• AppealParticipation• AppealProduct• Campaign• CampaignParticipation• CampaignTypeRef• Solicitation• SolicitationStatusRef• SourceCode• SourceCodeStatusRef• Package• PackageItem• PackageStatusRef• Supplement

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WHICH BUSINESS OBJECTS?

Content Management Business Objects

• Document• DocumentStorage• Hierarchy

• DocumentHierarchy, • NavigationHierarchy, • TagHierarchy

• Perspective• ContentChangeRequest• ContentWorkflow• NavigationPane• NavigationWorkflow• PublishMessageLog

• PublishPriority• PublishRequest• PublishRequestDetail• PublishRequestStatus• PublishServer• TagRelationship• TagRelationshipType• UniformTag• URLMapping• UserDefinedField• WebPartGalleryEntry

CREATE YOUR OWN BUSINESS OBJECT?

Why?Why is a custom BO required?

What will the BO deliver?

How?see the next slide ..

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ADD YOUR OWN BUSINESS OBJECTS TO THE PANEL EDITOR SOURCES

The process is ..1. Create the User-defined Tables2. Build-all 3. Create a new business object definition4. Add the BO to the Panel Editor Source5. Cycle the App Pool

ADD YOUR OWN BUSINESS OBJECTS TO THE PANEL EDITOR SOURCES

Step 1 - Create the User-defined Tables.. using the tried and true iMIS Customiser

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CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 2 - Build-all

CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 3 – Create the Business Object Definition

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CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 3 – Create the Business Object Definition

Remove the Required Property ticks!

CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 4 - Add the BO to the Panel Editor Source

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CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 4 - Add the BO to the Panel Editor Source

CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 4 - Add the BO to the Panel Editor Source

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CREATE YOUR OWN BUSINESS OBJECTFROM A USER-DEFINED TABLE

Step 5 - Recycle the App Pool

CREATE YOUR OWN BUSINESS OBJECTFROM A VIEW

Why a View? 1. More flexible than tables2. Can include table joins3. Can include HTML and non-compliant structure

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• IQA• Panel Editor

WHERE ARE BUSINESS OBJECTS USED?

• Set values options. Both Values Lists and IQA links are honoured nicely.

• Investigate the Display Control options around the way the fields are displayed within the Panel Editor

DO’S

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• Don’t TOUCH the standard iMIS Business Objects!• Don’t use filters or joins in the view definition

DON’TS

• Expecting the world of the Display Control options• Expecting the CSS Classes to be honoured• Expecting changes to BOs to roll through to panel editor without IIS

Reset• Expecting detailed documentation!

DON’T BOTHER-S

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CASE MANAGEMENT – QUESTIONS

Before we move on to two working examples ..

Questions?

EXAMPLE – HTML EDITOR

Step 1 – Set Display property BO Designer

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EXAMPLE – HTML EDITOR

Step 2 – add to Panel Editor

EXAMPLE – EVENT LISTS

Challenge – to refine the standard Event List by region/interest/ etc ..

Uses the Common Search iPartNeed more customisable filtering? Use an IQA .. From a Business object which includes the Properties needed

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EXAMPLE – EVENT LISTS

Step 1 – create database VIEWSELECT '<div class="SearchResultSummary">' + '<div class="ListItemTitle SearchResultLink">' + '<a class="ClearFix" href="../../../Event.aspx?EventKey=' + MEETING + '">' + TITLE + '</a></div>' + '<div class="SearchResult ClearFix">'+ '<div class="ImageSection">' + '<a href="../../../Event.aspx?EventKey=' + MEETING + '">' +

(select case when MEETING_IMAGE_NAME='' then '<img class="SearchResultAdditionalImage" src="../../../../App_Themes/Offsite/Images/icon_event.png" alt="Additional Image"></a>' else '<imgclass="SearchResultAdditionalImage" src="/' + MEETING_IMAGE_NAME + '" alt="Additional Image"></a>' END as Image) + '</div>‘ + '<div class="Description">' + CAST(ISNULL(DESCRIPTION, '') AS varchar(4999)) + '<br><br>' + '<br>' + (SELECT

CASE WHEN CONVERT(varchar(11), Begin_Date, 106) <> CONVERT(varchar(11), End_Date, 106) THEN 'When: ' + CONVERT(varchar(6), begin_date, 106) + ' - ' + CONVERT(varchar(11), End_Date,

106) WHEN isnull(Begin_Date, '1 jan 1900') = '1 jan 1900' THEN '' ELSE 'When: ' + CONVERT(varchar(11), Begin_Date, 106) END AS begin_date) + '<br>' +

(SELECT CASE WHEN city <> '' THEN 'Where: ' + city ELSE '' END AS city) + '</div>' + '</div>' + '</div>' AS Panel, BEGIN_DATE, MEETING_TYPE, MEETING, TITLE, WEB_ENABLED, ISNULL(DESCRIPTION,

'') AS Description, MUF_3 AS Hub, MUF_4 AS Offsite_OnlyFROM dbo.Meet_Master

EXAMPLE – EVENT LISTS

Step 2 – create business object

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EXAMPLE – EVENT LISTS

Step 3 – create IQA

EXAMPLE – EVENT LISTS

Result:

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1. What are business objects and how are they derived

2. When to use standard BO’s and when to create your own

3. How to create your own BO’s

4. Do’s, Don’ts and Don’t Bother’s!

5. Example – HTML Editor

6. Example – Custom Event Listing

RECAP

CASE MANAGEMENT – QUESTIONS

Presentation over!

Questions?

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WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE