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Introduction to the Self-Service EngineRichard OberlinNOCCCDSession B4 (Part 2)
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Self-Service Engine
• Self-Service Engine (SSEN)• Create self-service pages using only Banner INB
… sort of.
• Process Rules Engine (PRGN)• Process data … in almost any way you want.
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CALB 8.3 – Term Selection (SC_FAC_SELTERM)
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CALB 8.3 - Drop Roster Status (SC_FAC_DROP_ROS)
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Local mod – Self-Service Admissions for Health Science
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CALB 8.3 Release
• Self-Service Engine (version 8.0.2) and Process Rules Engine (version 8.0.0) are required.
• Faculty Drop Roster (phase I) developed / delivered using Self-Service Engine and Process Rules Engine.• Term Selection (SC_FAC_SELTERM)• Drop Roster Status (SC_FAC_DROP_ROS)
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CALB 8.3.1 Release
• Release Friday, September 24, 2010.• Faculty Drop Roster (phase II)• Changes Drop Roster Status page so that text is
WebTailor Info Text – instead of text entered on the Self-Service Engine’s GSAKPAG form.
• New pages don’t use Self-Service Engine.• Drop Roster Maintenance• Drop Roster Maintenance Confirmation
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Programming Tools
• Like the Report Engine (MIS Reports), build programs using Banner INB.• Developed by European Solutions Centre, to
develop and deliver solutions to customers.• Customers can configure or modify delivered
solutions.• Customers can develop their own
pages/processes.
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Headed for Baseline
• Self-Service Engine is currently going through Community Source Initiative review for inclusion in baseline Banner.• 05 – Submission in Code Review (same status as
GWU-PIDM Merge).
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Process Rules Engine
• Baseline release for 12/31/2010 (MDUU)• Banner General – Mass Data Update Utility.• A business tool that institutions can use to
develop batch updating processes to Banner data.
• Use external sources of data (XML files, CSV files, remove databases)
• Use internal (Banner) sources of data (tables, views, result of PLSQL functions/APIs)
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MDUU continued
• Continuing the description from the product calendar• Create/maintain data in external locations (XML
files, TXT files, remote databases)• Create/maintain data in Banner tables• Generate new data-storage in a designated area
of a Banner database.
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Self-Service Engine
• Data driven – let engine build the code• Integrates with many products – WebTailor,
Luminis, …• SQL, PLSQL, JavaScript, CSS, HTML• Exception handling• No data loss on errors when processing• Import / Export pages• Compatible with WebTailor 8.3 cascade
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SSEN Components
• Developer interface – 3 forms to create and maintain pages and page sets.• GKASPAG – Maintain Self-Service Pages form.• GKASAPP – Maintain Self-Service Application and
Page Sets• GKASTRA – SSEN Translation Maintenance form.
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SSEN Components
• Rendering engine• Pre-compile pages, display pages and page sets
and process input. (PL/SQL package BWKKSPGR)
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SSEN Resources
• Self-Service Engine Handbook• Brief – 36 pages.• But GKASPAG “Objects in a Page Structure” (9
pages) does list all the Properties and the Values that are available.
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SSEN Resources
• Commons Wiki – recorded webinars and training sessions.• Self-Service Engine non-technical overview (23
min – May 2009)• Self-Service Page Builder Demo (39 min – for CSI
committee – Nov 2009)• Self-Service Engine 7.x Training sessions (8 ½
hours – Sep 2008)• http://www.edu1world.org/CommonsBanner/wiki/document/948
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PRGN Resources
• Process Rules Engine Handbook• Similar to SSEN Handbook – 142 pages (28 forms)
• Commons Wiki – recorded webinar• Process Rules Engine non-technical overview (33
min)• http://www.edu1world.org/CommonsUS3CBG/wiki/document/1030
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Demonstration
• Build an Optional Fees page (Registration Additional Fees)
• Display current fees (already purchased)• Allow purchase of additional Optional Fees
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SFAEFEE – Banner INB Additional Fees form
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SFAEFEE – List of codes available to add
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SFAAFEE – Control form list fees for the term
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Self-Service Engine menu is under the General menu
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Will use GKASPAG to build our self-service page
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We will only use this page (but usually need PRGN forms)
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Enter a Page Name and tab to next field
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Now enter a description and page down
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Again click on Yes to create the page
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Ready to add objects – available objects listed on left
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But first Save and Compile and see what we have so far
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As usual, we must add the page is WebTailor
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All SSEN pages use the package bwkkspgr
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CALB page SC_FAC_DROP_ROS
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Local version as we have given it the Faculty role
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Create new entry for our OPT_FEES page
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Give it the Student role
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OPT_FEES has now been added
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Now need to add it to a menu
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Scroll down to the Main Menu
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We will add it to the Main Menu
![Page 40: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/40.jpg)
This is the top of the Main Menu page – Scroll down
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Click on Add a New Menu Item
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Enter the necessary info
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OPT_FEES has been added as Purchase Optional Fees
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Signed on as a student – we can now select our page
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And this is the page – a lot for not much work at this point
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Back to GKASPAG – drop down lists available pages
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Only change version – don’t need to enter Header Text
![Page 48: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/48.jpg)
Now add a Section to hold page objects
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Enter ID (name), desc, and sequence – then save
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No properties to set for a Section
![Page 51: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/51.jpg)
Now we want to add a Header for our first section
![Page 52: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/52.jpg)
As always, ID, desc, sequence and Save
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After saving we can now enter values on the right
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Entered Text and also added <H2> to HTML
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Save and Compile
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And check our page in Self-Service
![Page 57: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/57.jpg)
Now adding a Form object
![Page 58: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/58.jpg)
Won’t use a submit for this form, so don’t need URL
![Page 59: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/59.jpg)
Add a Data Object
![Page 60: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/60.jpg)
Will enter a large amount of text, so use the edit button
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And re-size the window
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Now we can enter the SQL code (paste from …)
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Pasted in code that has already been tested
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Add :PIDM and remove ending semi-colon (;) !!!
![Page 65: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/65.jpg)
Also need to add Data Items to hold the results
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Default is input – can press F9 to list available values
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Select disp for Display
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Save
![Page 69: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/69.jpg)
Saved - continue
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Added Amount item and saved
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Last field will be a date
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Saved
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Now we can Save and Compile
![Page 74: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/74.jpg)
And check our results – oops – scroll down and …
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In this case, easy to see our error – the semi-colon (;)
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Deleted the ending semi-colon (;)
![Page 77: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/77.jpg)
After Save and Compile – check our results
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Scroll down on the left to add a new section
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This section will be for added new optional fees
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Add some Header text again
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After Save and Compile, check our page
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Now add a form object – this time set the URL
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We will return to our page
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Add a Data object for the query for available fees
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Paste in tested SQL, add :PIDM and remove semi-colon (;)
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Add Data items for each select – DETL code is input
![Page 87: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/87.jpg)
And hidden
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Continue
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TERM_CODE is also input and hidden
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While the Optional Fee desc is display
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Also display the Amount
![Page 92: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/92.jpg)
ADD_PIDM is input an hidden
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Save and Compile
![Page 94: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/94.jpg)
And check our page
![Page 95: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/95.jpg)
And now a Submit button for our Form
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Label is Submit – leave the Procedure NULL for now
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Save and Compile
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And check our page
![Page 99: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/99.jpg)
Add Data Item for a check box
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Item type will be rowsel instead of input
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And make it a checkbox
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Save and Compile
![Page 103: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/103.jpg)
And check our page
![Page 104: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/104.jpg)
Lets try checking some boxes and clicking on Submit
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No procedure, so this just refreshed the page
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To process data, need a Procedure (trying not to use PRGN
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List shows somewhat different options than the hint text
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Long story short – may need PRGN for Row Select
![Page 109: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/109.jpg)
So, try something else – radio buttons
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Select from the list
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Save and Compile
![Page 112: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/112.jpg)
Check our page
![Page 113: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/113.jpg)
Try a button – and Submit
![Page 114: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/114.jpg)
As before – just a refresh of the page
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Now try a little code (same has worked for me before)
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Saving, must select which type of property value
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Save and Compile
![Page 118: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/118.jpg)
Check our page
![Page 119: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/119.jpg)
Try a selection and submit
![Page 120: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/120.jpg)
One record saved, but still errors
![Page 121: Introduction to the Self-Service Engine Richard Oberlin NOCCCD Session B4 (Part 2)](https://reader037.vdocument.in/reader037/viewer/2022102517/56649e7b5503460f94b7c789/html5/thumbnails/121.jpg)
Thanks !
• Richard Oberlin• IT Project Leader• Information Services• North Orange County Community College
District• [email protected]