technology products - klopotek...ui configurator - gen-630/10.0 the klopotek systems support...

TECHNOLOGY PRODUCTS

Status: September 2013

PUBLISHER: Klopotek

Amsterdam, Berlin, London, Munich, Paris, Parsippany

[email protected]

Table of Contents

2 TECHNOLOGY PRODUCTS © Klopotek & Partner GmbH

EN_PS_TECH_1011 (Status: September 2013)

Table of Contents

UI Configurator - GEN-630/10.0 3

Customer Specific Plausibilities - GEN-005/6.5 4

Interface Editor - GEN-420/8.4 5

Enhanced User Management and Password security (incl. LDAP) - GEN-180/8.2 6

UC4 Integration for Full Use License - GEN-640 / 9.8 7

Message Based Services - Introduction 8

MBS Base Functionality - MBS-000/8.5 11

Web Services - Introduction 14

UI Configurator - GEN-630/10.0

© Klopotek & Partner GmbH TECHNOLOGY PRODUCTS 3


UI Configurator - GEN-630/10.0

The Klopotek systems support numerous different business processes in the areas of sales, editorial,

product marketing, production and royalties. Your system administrator can individually customize the

interface in each of the systems for each user group to best suit their tasks within the business processes.

• Among other things, your system administrator can:

– hide fields

– modify the placement of fields

– modify how a field is displayed (e.g. bold, italics, font, color)

– modify the names of fields.

• Customization of the user interface is carried out with the help of "Customization Studio" from

Novalys. The "Customization Studio" is integrated into PPM, MEX and ASM.

The "UI Configurator" license includes:

– An administrator license for the "Customization Studio" from Novalys

– No additional licenses are required to use the customized interface on your workstations.

Customer Specific Plausibilities - GEN-005/6.5



Customer Specific Plausibilities - GEN-005/6.5

• Integration of customer specific plausibility checks

– Ensuring data consistency through customer specific rules

– Flexibility when operating with external systems

• Check when exiting a field or before saving in the database

• Applicable to all objects in the Klopotek software

• Prerequisite for implementation: Version 8 of the PowerBuilder™ developer environment, to

create global functions for individual complex rules

Interface Editor - GEN-420/8.4



Interface Editor - GEN-420/8.4

Interface Editor is one of Klopotek's tools that makes it easy to edit data in Klopotek's standard interface

tables. It works directly at database level and provides you with specific functionality to optimize editing of

the standard interface tables.

Interface Editor:

• can be customized using freely definable functions (Oracle Stored Procedures) that provide user-

defined functionality

• is independent of the version of Klopotek's software you are using

• adheres to the security concept (Klopotek Authentication Server)

• can only be operated via license keys for each interface table/function for security reasons

• can handle various generally available data formats for the export of the interface data

• provides print output that can be freely configured

• logs all changes to the standard interfaces if desired.

Enhanced User Management and Password security (incl. LDAP) - GEN-180/8.2



Enhanced User Management and Password security

(incl. LDAP) - GEN-180/8.2

• Synchronization of the user data of an LDAP implementing directory service – for the Klopotek

user schema (KAS schema)

– Management of all user data and passwords centrally in an LDAP implementing directory

service - e.g. Microsoft® Active Directory® (AD)

(Currently only released for the LDAP implementing directory service Microsoft® Active

Directory® (AD). The Klopotek software generally supports other LDAP implementing

directory services. For questions and information about technical review, please get in touch

with Klopotek & Partner GmbH.)

– Responsibilities for the database for Klopotek access protection (rights in the Klopotek

applications) and for central authentication (user and password) can be separated from one

another.

– Upon synchronization to the Klopotek user schema, the user name, assignment to one or

more user groups and user-specific properties are synchronized.

• Use of user profiles (templates) for LDAP synchronization to assign the same user-specific

properties per user group (e.g. proprietor and company group)

• Special user properties for the Product Planning and Management system (PPM) are

automatically generated in the actual target databases

– Users are generated as special staff members

– Users are assigned to a department

– Users have special responsibilities defined for them

– The owner of the user settings is assigned

• Enhanced password security for the user schema (KAS schema), if an LDAP implementing

directory service is not used

– Password has limited validity and user is sent a warning prior to expiration of validity

– Structure of the password entered is checked against sample passwords

– Number of times incorrect passwords can be entered can be limited and the period of time

until hold is lifted defined

– List of the most recently used passwords forces users to enter new passwords

UC4 Integration for Full Use License - GEN-640 / 9.8



UC4 Integration for Full Use License - GEN-640 / 9.8

New, modern software is available to control batch processing within the Klopotek standard software: the

UC4 Automation Engine from UC4. UC4 version 8 is certified for use with the Klopotek software, and the

current version (v. 9) will be soon.

With the purchase of a UC4 OEM license from Klopotek, you receive the integration layer for controlling

Klopotek batch procedures. If you purchase (or have purchased) a UC4 Full Use License from another

supplier, you can purchase this integration layer as an add-on. The integration layer makes it easy to link

Klopotek batch procedures with UC4. If you are interested in replacing your old scheduler with UC4 or you

want to guarantee the integration of Klopotek batch procedures with non-Klopotek procedures for your

implementation, talk to us about your plans.

The Klopotek integration layer

• delivers programmed UC4 objects for the Klopotek applications

• supplies the necessary UC4 system settings for secure, sequential operation of the Klopotek

batch procedures

• provides system settings for controlling batch initialization from the Klopotek user interface

• includes a user-friendly wizard

• optimizes UC4 performance

• makes it easy to connect UC4 to the Klopotek batch procedures and to the workflow of the

components involved in a process even without specific know-how.

http://www.uc4.com/products/automation-engine

http://www.uc4.com/products

Message Based Services - Introduction




In today’s environment, business processes in the publishing industry are characterized by the fact that

different systems and subsystems are used to carry out important tasks in the data and/or workflows. The

increasing number of systems involved and interfaces required, is largely due to internal company functions

being partially replaced by customer oriented functions based on web technology (e.g. customer self care

and ordering) and to the fact that business processes are divided up between multiple systems.

In the past, it was sufficient to implement the necessary communication streams with file based,

asynchronous, "once-a-day" interface solutions. This kind of technology is, however, often too complex to

handle without difficulties regarding the defined business processes. The various data structure

requirements and special formats required by the systems involved are mainly responsible for this

complexity. Especially when nearly identical information has to be distributed (e.g. for products) to different

systems, each with their own interface formats, the degree of variance between previously similar interfaces

simply explodes.

Furthermore, it has become more essential to inform and to be informed by other systems about data

creation and modification in "real-time". This cannot be achieved by direct access to the Klopotek data using

the web services that are already available. Web services retrieve information about modified data, if

requested, but are not event driven, in that they do not actively output relevant modified information.

Shortening the time intervals between the standard import and export processes would simply increase the

volume of database activity, which in turn would probably disturb the user at work. Another problem is the

usually "fixed" data exchange chains, which cannot be adapted easily to accommodate the ever changing

business processes.

Klopotek has developed a flexible interface framework based on the idea of active communication between

multiple systems to deal with the abovementioned issues. The approach is described as a "Message Based

Services (MBS)", based on Java, as well as Klopotek Standard web services and is an enhancement of the

existing standard interface technology.

The "Message Based Services (MBS)" technology is based on an XML data structure as the format

exchange standard. The adoption of XML (Extended Markup Language) in combination with easy to use

validation and transformation functionality is, in view of the existing format diversity, the most effective way to

let systems "speak" to each other and to exchange data in a structured and well documented manner. The

information units used for communicating with other systems are known as Business Data Messages.

As sending and receiving modified data in real-time is the main task of message based services, this

approach provides a much more intelligent trigger and process mechanism for data modification than can

currently be supported by existing file based standard interface technology.




Nevertheless, interconnecting several systems creates the need for a vast number of different interfaces or

interface structures. To simplify the increasing complexity, the entire technological scenario can be

complemented by specific middleware components like the ESB (Enterprise Service Bus) from SONIC or the

XI Environment (Exchange Infrastructure) from SAP. These components support the data driven definition of

business processes as well as the mapping process from one interface to another. They allow the definition

of pre-configured services that track and control the entire dataflow between multiple applications. The main

advantage is that a customer specific "staging area" for business data can be built up for central business

transaction processing. The data stored is easy to identify and accessible for many systems via the defined

connection utilities.

Instead of implementing sophisticated middleware components to support a centralized approach to

intercompany communication, message based services also support the "normal" queuing functionality

already provided by many database systems. A queue holds received data until it is processed by the

different consumers and is seen to be a more a technical solution used to decrease the number of existing

file based interfaces.

Message based services do not provide the same functionality as the middleware components mentioned,

but they do allow an easy way of connecting the web services and thus the data maintained in the Klopotek

system to such software systems.

License products

With respect to licensing, Klopotek Message Based Services are broken down into modules ("adaptor

families") that cover different areas. To use a specific Message Based Service (MBS), the license for the

associated MBS adaptor family is required.

MBS Adaptor Family Adaptors As of Version License Product

MBS Base

Functionality

Listener Process

XML Splitter Process

Broker Process (IN and OUT)

Base functionality for object-oriented data

selection and update

8.5 MBS-000

Business Partner

MBS adaptor family

Business Partner adaptor (OUT)

Business Partner adaptor (IN)

8.5

8.5 - 8.8,

as of 9.8

MBS-010

Product

MBS adaptor family

Product adaptor (OUT)

Product Series adaptor (OUT)

Product Classification adaptor (OUT)

Product Price adaptor (OUT)

Product Classification adaptor (IN)

Product Import-Interface adaptor (IN)

Product Link adaptor (IN)

8.5

9.5

MBS-020




MBS Adaptor Family Adaptors As of Version License Product

Digital Asset

MBS adaptor family

DAC Product adaptor (OUT)

DAC Contribution adaptor (OUT)

DAC Series adaptor (OUT)

8.8 MBS-030

Contract

MBS adaptor family

Contract adaptor (OUT) 8.5 MBS-040

Sales Data

MBS adaptor family

Backorder adaptor (IN)

Sales Revenue adaptor (IN)

Stock Entry adaptor (IN)

Feedback from Distributor – Ship. Units

adaptor (IN)

Feedback from Distributor adaptor (IN)

8.5

9.1

9.1

MBS-050

Workflow

MBS adaptor family

Event Log adaptor (IN)

Reminder adaptor (IN)

Schedule adaptor (IN)

8.8 MBS-060

Supplier Order

MBS adaptor family

Supplier Order adaptor (OUT)

Partial Payments adaptor (IN)

8.5

10.10

MBS-070

Production Project

MBS adaptor family

Calculation adaptor (OUT)

Product Cost adaptor (IN)

8.5 MBS-080

Online Subscription

MBS adaptor family

Online Subscription adaptor (OUT)

Online One-Off adaptor (OUT)

9.0

9.12, as of 10.4

MBS-090

Subscription

MBS adaptor family

Subscription adaptor (IN)

Subscription adaptor (OUT)

8.3

as of 9.10

MBS-100

Warehouse

MBS adaptor family

Stock Item adaptor (IN)

Stock Item adaptor (OUT)

9.5

10.11

MBS-110

Contribution

MBS adaptor family"

Contribution Book adaptor (IN) 9.8, as of 10.4 MBS-140

Royalty Statement

MBS adaptor family

Royalty Recipient adaptor (OUT)

Internet Portal User adaptor (IN)

Royalty Document adaptor (OUT)

10.2 MBS-150

Customer MBS adaptor

family

Customer Deposit Account adaptor (OUT) 9.12 MBS-160

Detailed information on the individual Message Based Services license products can be found in the product

sheets for PPM, TEP, CR&R, O2C, ASM and CRM.

MBS Base Functionality - MBS-000/8.5




Listener Process, XML Splitter Process, XSL Transformation, XML Enrichment, Broker Process (IN and

OUT)

The license product MBS Base Functionality is always required when using MBS products.

Architecture

The components handling incoming and outgoing messages are divided into message brokers and message

adaptors. They run within the Klopotek WAS (Web Application Server). On the one hand they communicate

internally with the standard business logic, loading and saving the necessary domain objects (products,

business partners, …). On the other hand, they communicate with the external system by sending and

receiving XML messages to and from the respective endpoints.

The message brokers (IN / OUT) distribute changes to message adaptors. Only the message adaptors know

about business logic services and call upon these services in order to deal with the changes.

Brokers

Brokers are responsible for selecting the adaptor, which is able to process a message. We can distinguish

between two types of brokers:

• the OUT broker processes an internal data change and tries to find an OUT adaptor (publishing

adaptor), which is capable of processing the change and sending the necessary XML to the

configured endpoint

• the IN broker receives an XML from an endpoint and tries to find an IN adaptor (subscribe

adaptor) which can process it. This process is also called “Listener Process”.

Adaptors

Like brokers, adaptors can be distinguished in IN and OUT adaptors:

• the OUT adaptor processes an internal data change (data was inserted, updated or deleted) and

sends a corresponding XML to the OUT endpoint

• the IN adaptor processes one incoming message from endpoint IN and saves the data by calling

upon the necessary business logic.




Either the IN adaptor uses the real business logic including all validations to access the production data

tables, or the communication is carried out using standard interface tables and the corresponding batch

procedures.

If standard interface tables are used by an IN adaptor, only rough validations are executed by the adaptor.

Further validations are done later by the batch procedure used.

Endpoints

Endpoints are used to define both incoming and outgoing channels for external communication.

• The service listens to new messages from incoming channels and sends them to the processing

adaptor once they have been identified.

• Outgoing channels are used to send messages, which transfer data or are error messages.

Endpoints are defined in URL. This makes a customized configuration of the endpoints possible. Endpoints

are made up of fixed predefined components and individually configurable attributes.

XML Splitter Process

To process mass data from large XML files, the XML splitter can be used to split the XML into separate

messages for further processing.

XSL Transformation

An individually configured XSL file can be used to convert messages. This creates a transfer from individual

XML formats to Klopotek's XML format and vice versa (IN and OUT adaptors).

XML Enrichment

Before the XSL of the transformation is applied, an optional step can be executed to enrich the business

data message with numeration type entries (MAP_DATA_TYPES) or pivot table entries

(MAP_DATA_TYPES_CROSS). An easy way of mapping data from an external system to the data in

Klopotek's system is thus available to meet your needs.

Technology

Data exchange is carried out by XML messages. XMLs can be sent to / received from different endpoints

(interface technology). This is also valid for the error / fault messages produced.




Interface technology

4 different endpoint classes are offered:

• OUT (publish): used to publish data from the Klopotek ERP to a receiving system.

• IN (subscribe): used to receive data from an external system.

• ERROR (publish): used to publish technical errors (i.e. internal exceptions) of the Klopotek

adaptor.

• FAULT (publish): used to publish business process related errors (i.e. validation errors) from the

Klopotek adaptor.

• WARNING (publish): used to publish warnings or hints to inform that an incoming message was

processed partly from the Klopotek adaptor.

Different kinds of technology are supported for these endpoints. Currently queues, files, mails and a special

DB interface table are supported.

Web Services - Introduction




Klopotek’s Web Services are functions of the Klopotek publishing software that can be accessed from within

external software. Various IT systems can hence be easily integrated.

When Klopotek Web Services are incorporated into your new or existing web shop, you integrate your online

catalog into the product pool of your planning and sales system and you integrate your web shop order entry

into your back office order entry – in real-time. The individual design of your corporate identity and your web

site workflow is not affected by Klopotek Web Services and are still up to you.

Klopotek Web Services have the entire range of functionality that the Web application needs to connect

directly online to the Klopotek database. For example, you can access entries which are stored in the

enumeration types and pivot tables (numeric or alphanumeric) in the Klopotek data types from your web

shop. Klopotek Web Services provide data and functions of the Klopotek back office software in real-time.

Customer self-care becomes a reality

The Web Services do not just accept data, e.g. a new order, they supply data from the back-office software

to the Web application. The web shop, for example, can query a customer’s orders in the Klopotek software

via a Web Service. The information about the orders is then provided and the orders are displayed without

having to be managed redundantly in the web shop.

Your customers know some data better than you do. Why shouldn’t they modify it themselves as well? Your

data quality will be enhanced and your back office no longer needs to modify this data. You could, for

example, allow your customers to correct their own addresses with a Klopotek Web Service used by your

web site.

Your products are your capital

Just as Web Services have become a global standard for exchanging data and functions synchronously

between IT systems, the XML data format has itself become a standard for asynchronously exporting this

type of master data, for converting it and making it available for other IT systems.

XML is the basis of the ONIX industry standards for product data in the publishing industry.

The Klopotek Software makes it possible to efficiently select product data for books, online subscription

products and journals and to export this data as XML for further processing. You can adjust the scope and

the syntax to the ONIX industry standard. It can also, however, be adjusted on the basis of a comprehensive

Klopotek schema definition.

XSL transformations, also a global standard, allow you to, for example, convert the product data into

catalogues, produce marketing materials or import it into your web shop and display it there online.




Web Service technology

Klopotek Web Services are based on open and forward-looking standards:

• implementation is carried out with Java

• the interface to the outside that you can access is created using SOAP. SOAP, which is an open

standard available in most technical environments, makes it possible for you to incorporate the

Klopotek Web Services into other applications with practically no restrictions, including almost all

commercial Java environments (e.g. IBM WebSphere, Oracle, …), but also, e.g. Microsoft .NET

• the interface is documented with Javadocs

• the run-time environment of all Web Services is the same as that of the Klopotek Web

Application Server (WAS) which is an integral component of the Klopotek Software. This means

that you don’t need any new system components to use Klopotek Web Services. For technical

reasons, such as security, or to distribute the workload, it is also possible to install several

Klopotek Web Application Server on several separate computers

Let's talk about what we can do to make your online business successful.

License products for synchronous connection in real-time (Web Services)

With respect to licensing, Klopotek Web Services are broken down into modules that cover different areas.

To use a specific Klopotek Web Service, the license for the associated Klopotek Web Services module is

required.

When the IAP, PPM, BSD or JSD Klopotek Software is licensed, the Klopotek Web Application Server, which

is also the run-time environment for the Web Services, is included. From a technical standpoint, an

operational Klopotek WAS with a connection to the Klopotek database is required to access Web Services.

The application accessing web services must have access to this Klopotek WAS via SOAP.

The following licenses are available for Web Services:

• Web Services Address Pool with Web Services for accessing business partners and addresses

• Web Services Customer Pool with Web Services for accessing customer pool data

• Web Services Book Orders with Web Services for accessing BSD orders including online

subscriptions within BSD

• Web Services Journal Orders for accessing subscriptions in JSD order processing

• Web Services Credit Card Authorization for accessing the external connection of credit card

providers and the functions for authorization in BSD

• Web Services ASM Order Export for accessing ASM order data.

New and discontinued license products

The following Klopotek licenses (Web Agents) have been replaced by the Web Services:




Old license product

(up to version 8.3)

New license product Version License no.

Web Agent Address Pool

(WEB-10 / 6.0)

Web Services Address Pool as of 8.4 WEB-100

Web Agent Customer Pool

(WEB-30 / 6.0)

Web Services Customer Pool as of 8.4 WEB-120

Web Agent Book Orders

(WEB-50 / 6.0)

Web Services Book Orders as of 8.5 WEB-130

Web Agent Journal Orders

(WEB-070 / 6.0)

Web Services Journal Orders as of 8.5 WEB-150

Web Services Credit Card

Authorization

as of 8.5 WEB-170

Webshop Calculation (BSD) 9.8 WEB-180

Webshop Calculation (JSD) in 9.10,

as of 10.4

WEB-190

Web Services ASM Order

Export

as of 10.4 WEB-200

License products for asynchronous connection (XML export interfaces)

There are asynchronous batch procedures available to supply external systems with Klopotek product pool

data. These are not replaced by Web Services but get a new license name and license number:

Old license product

(up to version 8.3)

New license product As of

version

License no.

Web Agent XML Product Pool

(WEB-020/ 6.0)

XML Export Product Pool 8.4 WEB-110

Web Agent XML Publication Pool

(WEB-060/ 6.0)

XML Export Publication Pool 8.4 WEB-140

XML-Export Service

(WEB-080 / 6.11)

XML Export Service 8.4 WEB-160

The following asynchronous batch procedures remain:

• PPM catalog function (including product selection and XML Export Product Pool for restricted

use in catalog creation); PPM_S_085

• Catalog function including WEB-060 XML Export Product Pool (description in JEM product

sheet); JEM-080

• Export interface XML export in the ONIX 2.1 format (title registrations, export procedures;

description in PPM product sheet); PPM-X-130

Detailed information on the individual Web Services license products can be found in the product sheets for

PPM, TEP, CR&R, O2C, ASM and CRM.

Benelux and Scandinavia

Klopotek BV

Oostenburgervoorstraat 120 -124

1018 MR Amsterdam

Netherlands

Tel: +31.20.5210.070

Fax: +31.20.5210.098

www.klopotek.nl

www.klopotek.be

France

Klopotek SAS

6 rue d’Odessa

75014 Paris

France

Tel: +33 1 71 39 70 32

[email protected]

www.klopotek.fr

Germany

Klopotek & Partner GmbH

Schlueterstrasse 39

10629 Berlin

Germany

Tel: +49.30.884 53.0

Fax: +49.30.884 53.100

[email protected]

www.klopotek.de

UK

Klopotek UK Ltd

1 Northumberland Avenue, Trafalgar Square

London WC2E 9RZ

United Kingdom

Tel.: +44.20.7716 5500

Fax: +44.20.7716 5595

www.klopotek.co.uk

USA and Canada

Klopotek North America, Inc.

2001 Route 46, Suite 203

Parsippany, NJ 07054

USA

Tel. +1.800.239.9254x101 (toll-free USA/Canada)

Tel. +1.973.331.1010

Fax : +1. 973.331.0042

[email protected]

www.klopotek.com

Klopotek AG - Schlueterstr. 39 10629 Berlin

Copyright 2013

Klopotek

This document is copyright protected and contains confidential information from Klopotek & Partner GmbH,

Klopotek B.V., Klopotek UK Ltd., Klopotek SAS, and Klopotek North America.

Any whole or partial use that is not allowed by contractual agreement requires prior written permission from

Klopotek. This applies in particular to the reproduction, duplication, editing, translating and digitizing of

copyrighted or confidential material.

Every precaution has been taken to ensure that the information concerning hardware and software explained

in this document is accurate and correct. However, errors and/or omissions cannot be entirely excluded.

Liability is therefore not assumed for incorrect information. The right to make technical changes is always

reserved.

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