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Versata Logic Suite Library

1. REPRE RD Ote be n ERREUR E n 16 SyStetiL OVervIe Waste eade Re eue ter a te ended 17 Product OVERVIEW dre eh eate ee odio rd pee e d i n et ee cedet eden 19 Versata Studio diede aie en i ee 19 Versat LOGIC 20 Versata Logic Server Console nennen nennen nete ER Sen pee 21 Versat Logic Server EoCatoE rne n eee e ete ce t dg ede He reet 22 Internet Proxy Service c sie een eet tego HES EO ee peel 22 Service siut oU EU ERR E oen 23 N fsata CODDeCtOIS seo amete Pee OH RD REOR Pe E PORE 23 LESSON 2 Deploying the Sample Data Model e eeeeeeeeee eese eese eene ee eneee 25 1 I 26 Setting up a Microsoft SQL Server database esses 27 Creating a Microsoft SQL Server database esessssesssesesee eene nennen nnne 27 Creating a Microsoft SQL Server database login essere eene 28 Granting permissions and options for the database 29 Setting up an ODBC System Data Source Name DSN sss 30 Deploying sample data model and test data to a database 32 LESSON 3 Exploring Business Rules ecce esee ee ee ee eee ee eee
2. The Service Manager starts and stops the Versata Logic Server the Internet Proxy Service and the Versata Logic Server Locator You can launch the Service Manager from the Versata Logic Studio toolbar or from Windows NT To launch the Service Manager in Windows NT choose Start gt Programs gt Versata gt Service Manager To start or stop a Versata Logic Suite service from the Service Manager select the service in the drop down list and click Start or Stop Versata Connectors The Versata Logic Suite XDA eXtensible Data Access framework provides connectivity from business logic components and client applications with presentation design only on the Versata Logic Server to the physical data source s This framework provides the ability to connect with a variety of data sources including relational non relational legacy and packaged application data This framework consists of well defined generic Java interfaces for querying fetching updating and saving data on any type of data source These interfaces are included in objects called Versata Connectors so that this code is separated out from code for transaction logic and application presentation logic Connectors code integrates with JDBC driver interfaces Connectors to common relational databases are included with the Versata Logic Suite and installed with the default product install Some Connectors to other data sources are available for separate purchase If you requi
3. 85 Exploring coding focus omoes RUE ette e ee ep FER UU IERSE RN HERR 86 Working With tr nsitiOns iicet rre ce eiie te Hie e Ee RR LEER eU Hbi e ea ER ee etae dest 87 Reviewing transition types 5 tette Duties FE ee e RR pet Rigid 87 Reviewing zoom transition directions 88 Reviewing initial form behavior properties essere nennen nennen 88 Reviewing grid versus query behavior sessi nennen eene 89 Workmg with Jaya Beans soe IRR perte eo pte istis dienes a P deti Ce iocus 90 Registering a Bean in the Versata Logic Studio eese rene 90 Adding the Bean to a form Jui ose ei edet ee pe de Het eh ens 91 Assigning properties to the 91 LESSON 7 Tracing Rule Processing in Versata Logic Suite Applications 93 OVerVIEW iecit itas eter tton o eee seriale ntes ette dees utes oe 94 Enabling tracing in the Versata Logic Server Console sese 95 Observing System actiVIty cte eoe ret etre DR GRO i eerie 96 Observing ep eee see Et ee ere ERO Pepe Pie ie peret irent 97 Observing server event execution in a Java application ssesesseseseeeeere eene 98 Reviewing event code in the EMPLOYEES data object eesseseseeeeeeeeene nennen 98 vi Running the Server_EventAction_CreateC
4. Exploring form level coding Task Compare design time methods and run time behavior of type hierarchies In addition to one to many and many to many relationships Versata Logic Suite data models also support Super Sub relationships where a supertype of an object contains subtypes that inherit the behavior of the supertype and extend it A Super Sub relationship commonly referred to as a type hierarchy is not a relationship by the traditional relational definition because it does not join two data objects The following is an example of a type hierarchy the supertype is Employee and the subtypes are Salaried Hourly and Commissioned These types share certain fields in a form Some types also have type specific fields Type hierarchies in Versata Logic Suite applications are implemented using form level methods that are accessible to all controls on the form Design time Run time With the _Demo application open in the In the run time click the Employees image Application Designer double click the node button to display the Employees form Click the EmployeeList to display it in the Form Designer Next button right arrow twice to scroll through Right click the Employee data control and choose the list of employees to Mary Joe Bucks When Events In the Code Editor choose the event you access Ms Bucks additional type specific AfterReposition to display its event scalar fields are displayed below the shared fields handling c
5. implementation on page 84 Explore coding behavior for the Tree control For instructions Exploring code for VSTree behavior on page 85 Explore coding focus For instructions see Exploring coding focus on page 86 Close the application IMPLEMENTING SPECIALIZED CONTROLS AND JAVA CODE Exploring code for query behavior In Java applications source forms are generally moved to the background when a query is executed In this case the query form is closed when the query specification is complete The Find Customers CustomersSearch form provides services to select the desired customer to view in the Customer and Order Details CustOrdersinTree form End users can define selections with one or more criteria including a series of ranges and OR terms For example a user could select customers from Massachusetts or California with balances greater than 1000 AII of this query functionality is completely automated so no code is required One element of the form behavior did require coding This application implements closure of the query form using the act ionPerformed event Compare query form behavior against the code for the query Design time Run time In the Application Designer double click the CustomersSearch node to display the query form Right click the FindCustomers button and choose Events to display the actionPerformed event for the VSImageButton1 control This event code executes a qu
6. with a finite list of valid values The Versata Logic Studio generates fields that access coded values lists as combo boxes 5 Close the run time application Note You can browse the Transaction Logic Designer Designer at this time to review some of the business rules acting on the repository Business rules are discussed specifically in Exploring Business Rules on page 35 Once you deploy business objects to the Versata Logic Server their transaction logic is enforced whenever an end user adds a new order For example business rules would automatically reorder a PART if its inventory is at the reorder point adjust the ORDER amount adjust the CUSTOMER s balance and check the CUSTOMER s balance against the credit limit Exploring more advanced application features In this section you review features of the _Demo application in the sample repository Before you proceed through the tasks in this section you need to execute the _Demo sample application Follow the steps below To execute the _Demo sample application 1 Inthe Versata Logic Studio close the Simple Java application then open Demo 2 Then execute the application If you need instructions see Executing the application on page 70 After execution you can toggle between the design time and run time applications by pressing ALT TAB 77 COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES 78 Exploring tab sets Task Notice how the
7. Ensure that the Both option button is selected Click Grant All clicking Grant Read Grant Create Grant Update and Grant Delete in succession This grants all users full access to read and modify business object data 6 Click the Save All Changes toolbar button 7 Close the Versata Logic Server Console 52 Creating HTML Applications 53 OVERVIEW Overview In the Versata Logic Studio you can model HTML applications using the Application Designer Wizards enable you to create application objects quickly and easily An application diagram displays the flow of the application and property sheets provide easy access for setting the properties for the objects The Versata Logic Studio Explorer provides access to the application objects The Versata Logic Studio wizards enable basic user interface modeling with the simplicity of drag and drop yet with considerable control over the outcomes Applications are defined using the wizards and refined using the Versata Page Designer or an external HTML editor In this section you create a simple HTML application then add objects to the application You can run the application and toggle between the running application and the design environment to compare design time and run time application features This section includes the following simple tasks m Creating a simple HTML application on page 56 m Adding objects to an HTML application on page 59 Comparing design t
8. This environment exposes objects graphically making it simple to view and modify different components to meet changing business needs The pace of change in the current business environment does not allow for time consuming development practices that produce inflexible difficult to maintain applications The high level of automation provided by the Versata Logic Suite eliminates much of the implementation process that is coded by hand in other development environments At the same time the Versata Logic Suite allows developers to write code where it is needed to optimize customize or extend the system making the integration of custom code straightforward and easy to change With the Versata Logic Suite software developers and business users can work together to build and maintain transaction logic based application systems The two groups can tailor applications to meet particular business requirements while maintaining easy updatability to meet changing business needs Unlike typical client server environment systems which divide the transaction logic and repository metadata between the client application and the database server the Versata Logic Suite multi tier systems place transaction logic in a middle tier the Versata Logic Server Business rules contain the transaction logic for your applications You will specify your business requirements using the Versata Logic Studio in simple declarative terms easily understandable by business
9. Versata Logic Suite Readme The readme txt file provides latebreaking release notes about the Versata Logic Suite To launch readme txt During installation of the Versata Logic Studio click the yes button when prompted to view the readme Choose Start gt Programs gt Versata Logic Suite 5 5 edition name gt Versata Logic Suite Readme Conventions for documentation and user interface help The following conventions are used in the documentation to convey special meaning Code such as folder names file names and example code snippets is shown in Courier New font like this PREFACE VERSATA LOGIC SUITE DOCUMENTATION Brackets lt gt around part of a file name or path indicate that the information between the brackets should be filled in as appropriate For example the default directory path Archetypes lt application_name gt lt repository_name gt indicates that text between the brackets depends on the name of the currently opened application and repository Note that these are different from the angle brackets that appear around tags and macro code Toolbar menu options in procedures are shown in this format On the desktop click the Start button gt Programs gt Versata Logic Suite 5 5 gt Versata Logic Server Console The first option is the top menu in the hierarchy Succeeding options progress to submenus Menu commands and tab names are shown with their full paths Menus From the File menu c
10. create refine deploy and run Versata Logic Suite applications As you work through the exercises you will use the business objects already defined in the sample repository and review existing business rules to create your own applications By the end of this guide you should have a high level grasp of Versata Logic Suite vocabulary underlying concepts and available tools The sections in this tutorial include Deploying the Sample Data Model on page 25 m Exploring Business Rules on page 35 m Deploying Business Objects to the Versata Logic Server on page 47 m Creating HTML Applications on page 53 Creating Java Applications on page 67 Tracing Rule Processing in Versata Logic Suite Applications on page 93 SYSTEM OVERVIEW System overview The Versata Logic Suite is a complete software solution for creating deploying and maintaining complex distributed business rules based applications through a multi tiered enterprise application architecture Application development is available only if you have purchased presentation design capabilities The automation provided by the Versata Logic Suite is vital to creating and maintaining continually changing business rules and applications that operate in Web time In Versata s development environment you can design build deploy and test the transactoin logic data source connectivity and user interface for your Web enabled applications
11. managers Developers can work together with them in an IT User duet to quickly translate business requirements into executable business rules that can be deployed on standard architectures As your business needs evolve you will use the Versata Logic Studio to redefine requirements modify your business rules and redeploy applications In the Versata Logic Studio you can define transaction logic as business rules on repository business objects These objects can be built into CORBA objects that enforce your business requirements at run time Transaction logic executes on a middle tier so it is data source independent providing the ability to enforce transaction logic against multiple data sources without extra development work This architecture facilitates integration with legacy applications The Versata Logic Studio development environment also exposes the files it generates for these objects providing an editor where you can modify the files generated This editor allows easy integration of custom code including the addition of transaction logic event handling 17 SYSTEM OVERVIEW code subclassing of the system provided Java class files calls to methods in external classes inclusion of external Java files and CORBA objects connectivity to custom data sources and presentation logic code 18 PRODUCT OVERVIEW Product overview The Versata Logic Studio enables you to design build and deploy a data model transaction log
12. objects reside under Business Objects at the top of the Explorer Application objects reside under specific Java applications for example Simple Java in the Client Applications folder 69 CREATING A SIMPLE JAVA APPLICATION Inthe Application Designer nodes boxes represent Java forms and arrows represent the flow of the application between Java forms The Versata Logic Studio refers to these flows as transitions from one form to another To preview your new Java application 1 In the Java Applications folder of the Versata Logic Studio Explorer expand Simple Java to display its application objects 2 Double click any application object in the Explorer to display its properties sheet Double click the CUSTOMERS node to display its corresponding form An editable layout of the form appears in the Form Designer with access to graphical tools property sheets and a code editor 4 Click any control in the f CUSTOMERS form to view its properties in the Properties dialog If the Properties dialog is not displayed press F4 Note It may be necessary to drag the corner of the properties sheet to view all of the properties 5 Right click a control and choose Events to display editable Java code at the control level 6 Close the Form Designer Executing the application You can run a Versata Logic Suite Java application to review its user interface if you have deployed the data model and business rules for the applic
13. of the Nodes properties sheet When selecting the nodes that display data VSTreeNode3 VSTreeNodeS5 note that each is mapped to a Data Source and that each is associated with a specified Data Field header whose value is placed into the tree at run time Still on the Customer and Order Details form expand a customer record to show its children Repeat to show Open Orders and Paid Orders children Specific order numbers from the repository are displayed Select an order number to view details about it IMPLEMENTING SPECIALIZED CONTROLS AND JAVA CODE Exploring code for VSTree behavior Multiple display options for a specific location on a form can be stacked in the Form Designer and displayed under varying conditions using the nodeSelected event Notice how the VSTree control choices affect the data presented on the right side of the associated form and how this is coded Design time Run time In the Application Designer double click the CustOrdersInTree node to display the form then right click the VSTree control and choose Events to display the nodeSelected event for the VSTreel control In the Code Editor note that the nodeSelected event shows hides the appropriate panel custPanel openOrdersPanel paidOrdersPanel depending on the DataSourceName for the selected node Close the Code Editor In the Form Designer on the right side of the form note that all three display panels are defined on the same
14. on the combo box a number of options are available including current which is used to define focus specific database operations Still on the Customer and Order Details form select an open order Note that the selection specific area on the right includes several Image Buttons These buttons are enabled only when a RecordSource is activated and act only on that currently active RecordSource WORKING WITH TRANSITIONS Working with transitions In this section you explore a number of customization features that involve variations of transition properties using the _Transitions sample application This sample application illustrates various elements of Versata Logic Studio declarative support for form transitions including the Initial Mode and Query properties Initial Mode enables you to control how the target form operates when it is started and whether it allows you to add query or browse data Query properties enable you to filter the rows on the target form All of the features in this application are declarative they require no code To explore transition properties 1 2 Open the Transitions sample application in the Application Designer Execute the application If you need instructions see Executing the application on page 70 You now can toggle between the _Transitions application and the development environment by pressing ALT TAB Review transition types For instructions see Reviewing tran
15. parent replicate of the Price attribute of the PART data object Note that in contrast to the parent replicate for CreditMaxBalance this replicate is not maintained the Maintained box is not checked so that subsequent changes to PART PartPrice after the part was placed on the order do not affect the order amount 41 REVIEWING THE RULES TO REORDER PARTS IF NECESSARY Reviewing the rules to reorder parts if necessary 42 Under this requirement if the total number of orders causes the existing stock to fall below the reorder point the NeedsReorder flag attribute in the PART data object is set to initiate part replenishment To review the rules that implement this requirement 1 Examine the derivation for NeedsReorder In the Versata Logic Studio Explorer double click the PART data object The Transaction Logic Designer displays with the PART data object loaded On the Attributes tab scroll down and select the NeedsReorder attribute After selecting it note on the Derivation tab that this attribute is derived from a formula that sets a Boolean flag if the reorder point is higher than the quantity on hand after filling current orders Qt yOnHand Qt yUnshipped lt QtyReOrder On the Attributes tab select QtyOnHand to view its derivation Using formulas you can distinguish between the new uncommitted value of an attribute and its previous value before the commit For example OLD QtyShipped is the quantity shipped
16. rebuilt and compiled as necessary 6 In the Choose Versata Logic Server for Deployment dialog enter the path of the folder where you installed the Versata Logic Server and click Next By default this is your Versata Logic Suite installation directory path 7 Inthe Finished dialog review the names of the host and the Versata Logic Server and enable the check box for the wizard to stop and restart the Versata Logic Server It must be stopped and restarted in order for deployment changes to be applied 8 Click Finish to execute the deployment DEPLOYING SAMPLE BUSINESS OBJECTS TO THE VERSATA LOGIC SERVER The wizard copies the component class files to the location used by the Versata Logic Server One or more confirmation dialogs may display asking you whether to overwrite previously deployed files Generally you can click Yes to All When deployment is complete a dialog appears where you can click Yes to view the log file Review this file for a list of deployed files 51 SETTING UP SECURITY IN THE VERSATA LOGIC SERVER CONSOLE Setting up security in the Versata Logic Server Console After you have deployed the business objects to the Versata Logic Server you must set up the Versata Logic Server Console before you can run applications The following procedure describes how to grant all privileges to a role in the Versata Logic Server Console so that users can have full access to applications and business objects It is u
17. run verify that you have started both of these then try again For information see Starting the Versata Logic Server on page 48 If the application does not run check the Database and Schema properties for the data server in the Versata Logic Server Console 5 In the Login dialog enter sa in the Login field leave the other two fields blank and click the OK button 6 Maximize the application window You may need to click the title bar of the application to bring it into the foreground Do not close the DOS window at this time 7 Notice the toolbar button at the top of the application s form You can click the Search Mode button then enter criteria to return records containing specified data 8 To close the run time application click the X in the upper right corner standard for Windows applications 71 ADDING OBJECTS TO A JAVA APPLICATION Adding objects to a Java application 72 In this section you work with the application named Simple_Java that you created in the previous section of this tutorial This application currently consists of one CUSTOMERS form The tasks in this section require you to modify and extend Simple Java to create an order entry system that includes several related forms These tasks illustrate how to modify a Java application in the Versata Logic Studio and how to create a Java application that includes multiple forms To add objects to a Java application 1 Ifitis not already
18. the Objects tab at the base of the Explorer Expand Business Logic by clicking the next to it and repeat for the CustomerOrders group folder Double click CUSTOMERS The Transaction Logic Designer appears loaded with the CUSTOMERS data object View the definition for the constraint BalanceExceeded using the directions that follow Select the Constraints tab Constraints have five properties name type Accept When Reject When condition an error message to return and an optional error attribute that receives focus when the constraint is violated Under the name column select the BalanceExceeded constraint Its components display below the grid containing the constraints The BalanceExceeded constraint references the fields ActBalance and CreditLimit which are defined in steps 4 and 5 Whenever ActBalance or CreditLimit are updated this constraint validates the result If the constraint is violated the entire business function is rolled back to its initial state ActBalance and CreditLimit are derived values and they are used by the rule that validates customer balance against the credit limit While still in the Transaction Logic Designer for CUSTOMERS select the Attributes tab Upon selecting Attributes a second sheet of tabs appears across the middle of the form Notice the Derivation tab As you select attributes in the top of the form their derivation information if any appears in the Derivation tab In the Attribu
19. window into multiple regions called frames each containing a separate related data page ShoppingCart This sample application illustrates various elements of the Versata Logic Suite declarative support for page transitions including the Initial Mode and Query properties To access Versata Logic Suite sample applications FP YS Launch the Versata Logic Studio Open 1 1 the sample database as your repository Expand the Client Applications folder in the Versata Logic Studio Explorer Expand the HTML Applications folder in the Versata Logic Studio Explorer Select a particular sample application and double click it to open it in the Application Designer To access the About Application Name app rtf files for a Versata Logic Suite sample application 1 Lb o 0 Launch the Versata Logic Studio Open 1 xml as your repository Select the Files tab at the bottom of the left frame of the Versata Logic Studio Explorer Expand the Client Applications folder in the Explorer Expand the HTML Applications folder in the Explorer Double click a particular sample application to open it Double click on the About Application Name app rtf file for that application 55 CREATING A SIMPLE HTML APPLICATION Creating a simple HTML application 56 You will be creating a simple one page HTML application that presents customer information in scalar fields with quer
20. Application to launch the New Application wizard In the Choose Application Style dialog accept the System Default This dialog displays a preview of the page and a description of the style in the Style Description box Click the Next button In the Finished dialog click the Finish button to create the new application In the Choose Main Source of Data for New Form dialog make sure that the Data driven Form is selected Click the Data Objects tab double click the CustomerOrders group folder then select CUSTOMERS At this point you can click the Finish button to accept all of the wizard s defaults for the form Or you can click the Next button and review each dialog to see the choices available then click the Next button to continue and click the Finish button in the final dialog To save the Java application It is recommended that you save applications with a descriptive name instead of using the default Project 1 2 3 Choose File Save Application In the Application Properties dialog enter Simple Java in the Project Name field Click the OK button The Simple Java application will now appear under Java Applications in the Versata Logic Studio Explorer Previewing the application You can preview the Java application you created by reviewing its objects in the Versata Logic Studio Explorer and the Application Designer The Versata Logic Studio Explorer displays the hierarchy of repository objects Data and query
21. OrderPaid False should now appear Click the OK button to apply the expression and close the Expression Builder Click the Finish button to complete and close the wizard Changing transition prefixes In this step you change the prefixes for the transitions to be more descriptive To change transition prefixes 1 oom gt In the Applications folder of the Versata Logic Studio Explorer under Simple HTML expand pCUSTOMERS You may wish to drag the border of the Explorer to the right in order to see the full names of all of the child objects of pCUSTOMERS Double click the transition T4OrderJoinSalesRep identified by the green arrow icon to display its properties sheet Change the prefix from T4 to A11 Click the transition T6OrderJoinSalesRep Change the prefix T6 to Unpaid Close the properties sheet Note that the names of the application objects in the Explorer reflect the prefix edits Adding a PART page To add a PART page 1 2 3 Drag the data object PART onto empty space in the Application Designer In the Choose Display Style for PART Data dialog select Grid and click the Finish button In the post wizard dialog that asks Would you like to create a transition from the Start Page click the Yes button Execute the application clicking Yes if prompted to save the application 61 ADDING OBJECTS TO AN HTML APPLICATION 62 5 Login as you did earlier enter sa in the name field
22. TH RULES Automating business functions with rules As with manually coded systems the development process in the Versata Logic Suite begins with identifying your business functions and the requirements for each function You then define one or more declarative rules to implement each requirement Types of business rules Rules are triggered when data changes Accordingly you create business rules that apply to a data object or rules that apply to individual attributes in a data object The following briefly describes the different types of rules you can define in the Versata Logic Studio s Transaction Logic Designer These are explained in greater detail in the Business Objects Developer Guide Types of object level rules are Relationship rules These rules specify relationships between data objects including how you want to manage their referential integrity For example an order must have a customer Deleting a parent order could delete all of its child line items You can disallow deleting parent customers if they have existing child orders Constraint rules These rules contain possibly multiple conditions that are evaluated and specify the action taken if the conditions evaluate to True Any event that attempts to change an attribute referenced in the condition causes the constraint rule to execute For example a customer s account balance cannot exceed its credit limit You can specify that any transactions that would vi
23. Tutorial Versata Logic Suite Corba Edition VERSATA INC 300 LAKESIDE DRIVE SUITE 1500 OAKLAND CA 94612 3534 PHONE 510 238 4100 INTERNET HTTP WWW VERSATA COM VS55C TUT 01 Copyright Copyright 2001 Versata Inc All rights reserved Printed in the United States of America This software and documentation package contains proprietary information of Versata Inc and is provided under a license agreement containing restrictions on use and disclosure The software and documentation is also protected under copyright law Reverse engineering of the software is prohibited The information in this document is subject to change without notice Versata Inc provides this publication as is without warranty of any kind either express or implied including but not limited to the implied warranties or conditions of merchantability or fitness for a particular purpose Versata Logic Suite Versata Logic Studio and Versata Logic Server are trademarks of Versata Inc IBM AS 400 CICS DB2 MQSeries Netfinity OS 390 and VisualAge are registered trademarks and AIX DB2 Connect MVS and WebSphere are trademarks of IBM Corporation Microsoft Microsoft SQL Server Microsoft Internet Explorer Windows Windows NT Microsoft Access Visual J Visual Basic Active X FrontPage Microsoft Visual SourceSafe and SourceSafe are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countr
24. VeriSign is a trademark of VeriSign Inc WinZip is a registered trademark of Nico Mac Computing Inc Seagate Crystal Reports is a trademark of Seagate Software Inc Pentium is a registered trademark of Intel Coporation in the U S and other countries BEA and BEA WebLogic are registered trademarks and BEA WebLogic Server is a trademark of BEA Systems Inc All company product service and trade names referenced may be service marks trademarks or registered trademarks of their respective owners Table of Contents PPPOE ACE issn etsassaresinsiasiaee VIL Versata Logic Suite documentation esent ennemi nenne eteee trennen nennen viii Versat Logie Suite DADraty uec ettet tera t et eene e HR en Epp tet eee re viii Conventions for documentation and user interface help sse X Versata Logic Suite resources inneir oone etu eet En ehe estadio rau petto PEE dees xii Sample database and sample applications sees enne xii Versata Web site ise e ei ee eei ee cb e EET E Or eh ERSS xii Versata Knowledge Base xiii Versata Developer DISCUSSIOTIS re eR THE te debet eret ense ERES cree ubere e xiii Versata Customer Support peste de pes be RP ER D eror er Pelei e etel xiii LESSON 1 Introduction to the Versata Logic Suite c cceeeeeeeeeeeeeeeeereees 15 Tutorial
25. Versata Logic Suite handles multiple instances of a RecordSource in the same form m RecordSources data or query objects that are the source of data appearing in a form can have properties that function as filters Because RecordSources can be filtered to display multiple sets of information the same RecordSource can appear more than once in the same form for example on the CUSTOMER form where the Paid Orders and Open Orders tabs represent different filters of data from the same query object OrderJoinOptSalesRep Design time Run time In the _Demo folder of the Versata Logic Studio Explorer expand the CUSTOMER form Under TICUSTOMERS right click T2OrderJoinOptSalesRep and choose Properties Under the Query tab note the Additional Where Clause on the Query tab of OrderPaid False Repeat for TAOrderJoinOptSalesRep and notice the Additional Where Clause of OrderPaid True Select a customer on the Customers form and click the Details hyperlink A Customer form that includes Open Orders and Paid Orders information is displayed Click each tab to review its contents A design note The Order Detail hyperlink and the Orders button used to zoom to scalar order detail were placed inside the Open Orders and Paid Orders tab sheets in order to avoid user confusion Note Be sure to close any instances of forms properties sheets or the Code Editor in the design time environment before proceeding to the next ste
26. a Microsoft SQL Server database 1 2 3 Create a database See Creating a Microsoft SQL Server database on page 27 Create a database login See Creating a Microsoft SQL Server database login on page 28 Grant permissions and options for the database See Granting permissions and options for the database on page 29 Note If you want to use this procedure and you do not have the software for Microsoft SQL Server and SQL Enterprise Manager you may want to install an evaluation copy from the Microsoft Web site Remember to install the native Microsoft SQL Server JOBC driver as well Creating a Microsoft SQL Server database In this task you create a database to which you can in a later step deploy your Versata Logic Suite data model This procedure assumes that you have already installed Microsoft SQL Server software To create the database 1 2 Choose Start gt Programs gt Microsoft SQL Server 7 0 gt Enterprise Manager In the Enterprise Manager Console Root window expand the Console Root folder until you reach the Databases folder A number of databases are listed here The master database is the default database it contains system tables that are used with every database you create 27 SETTING UP A MICROSOFT SQL SERVER DATABASE 28 The model database can be a template for new databases you create The tempdb database acts as a temporary database the server uses The pubs m
27. about implementing transaction logic in business objects that run on the Versata Logic Server see the Business Object Developer Guide For information about administering the Versata Logic Server and the business objects it hosts see the Administrator Guide Versata Logic Server Console The Versata Logic Server Console is a Java application that provides easy enterprise wide management of the business objects in the Versata Logic Server The Versata Logic Server Console provides a single point for managing multiple Versata Logic Servers both local and remote The Versata Logic Server Console can be run from a Windows NT Server or Workstation from a Windows 2000 machine or from a UNIX machine On Windows NT you can start the Versata Logic Server Console from the Start menu or from the Versata Logic Studio toolbar The major functions of the Versata Logic Server Console are System administration of the Versata Logic Server including tasks such as mapping Versata Logic Server objects to data sources configuring the Versata Logic Server managing Versata Logic Server replication monitoring performance and session management Security administration of the Versata Logic Server business objects including tasks such as adding and removing users assigning roles to users and assigning security permissions to roles 21 PRODUCT OVERVIEW 22 The Administrator Guide provides details about using the Versata Logic Server Conso
28. agram double click the fNoData node to open it in Form Designer Choose View gt ToolBars gt Beans to open the Beans toolbar In the toolbar click the desired Bean button In the form click the desired location for the Bean To make the Bean larger or smaller click on one of the corners of the Bean control and drag it To move the Bean position the cursor over the Bean until the crossed arrows appear then click and drag the Bean to a new position Assigning properties to the Bean After registering a Bean and adding it to a form assign general Bean properties and Bean specific properties to the Bean To assign properties to a Bean 1 2 3 Select the Bean on the form Press F4 or right click and choose Properties to open the properties sheet for the Bean Enter values for the properties into the properties sheet The properties available to set depend on the Bean Click the Save button 91 WORKING WITH JAVA BEANS 92 Tracing Rule Processing in Versata Logic Suite Applications 93 OVERVIEW Overview 94 To define transaction logic for Versata Logic Suite applications you declare business rules To implement transaction logic Versata Logic Suite creates a Java implementation file for each business object and copies the files to the Versata Logic Server The Java implementation files instantiate objects that have attributes corresponding to rules declared in the Transaction Logic Designer The i
29. and leave the password and server name fields blank then click Login 6 Explore the changes in the application On the main page of the application click the Customer link On the Customer page notice there are two grids one listing all orders and one listing unpaid orders Click the AllpOrderJoinSalesRep link to open a page displaying more information about the selected order in the grid of all orders Click the Back button to return to the Customer page Click the UnpaidpOrderJoinSalesRep link to open a page displaying more information about the selected order in the grid of unpaid orders Click the Parts hyperlink to open the Parts page with a list of parts in a grid 7 When you are done exploring close the run time application and the design time application diagram Note After you have executed the application the application diagram includes a node for the Frameset page This is a system supplied page used to contain all pages in the application Feel free to adjust the position of nodes as they appear in the application diagram so that the nodes and transition lines do not overlap COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES Comparing design time and run time application features The HTML application displayed in the Web browser is referred to as the run time application The same application displayed in the development environment is designated as the design time application You can comp
30. are features and tools by toggling ALT TAB between the design time and run time application displayed in the Versata Logic Studio development environment Comparing features in a sample application To explore the HTML run time features and design time tools for HTML applications 1 2 3 Open the sample repository if you have not already done so Deploy the sample data model if you have not already done so Deploy the sample business objects transaction logic if you have not already done so The previous steps are required in order to run applications from SampDB1 xml Open the Basic HTML sample application in the Application Designer Execute the HTML application If you need instructions see Executing the application on page 57 You now have run time and design time open for the same application and can toggle between these two environments by pressing ALT TAB Explore page transition properties using the suggestions that follow Explore picks used in pages using the suggestions that follow Explore editable grids using the suggestions that follow Close the application using the following Indesign time click File gt Close Application Optionally click the Yes button to save changes a Inrun time choose File gt Close 63 COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES 64 Exploring page transition properties Transitions are most easily visualized by comparing the connectin
31. are implemented in design time and run time as follows Design time Run time In the application diagram double click the CUSTOMERS Grid node to open it in Form Designer Right click the Customer Detail button located at the bottom of the page and then click Properties Note the value automatically chosen for the Form Transition property From the Hello Employee form click Find a Specific Customer button The Customers form opens in Query Mode Enter some criteria California for example and click the Get Data button The form now displays customers that match the query criteria with their orders To see all the customer records that match the query press the Customers button Reviewing initial form behavior properties Notice the different initial behaviors of several forms and how properties determine this behavior Transition properties determine initial form behavior A form may launch in Query Browse or Add mode The launch node is specified in the field Initial Mode on Transition on the Form Transition Properties sheet Design time Run time In the Explorer click the next to the _Transitions application Note that since there is only one transition from the StartUp node this form will be bypassed when the application runs The first form displayed is fEmpHello In the Explorer click the next to fEmpHello Right click FindSpecificCustomerCUSTOMER and select Properties The field In
32. ation architecture between the thin client and the data provider The transaction logic for an application resides on one or more Versata Logic Servers where processing is transparent to the end user The Versata Logic Suite allows you to expose this logic as CORBA components that can be invoked remotely so any CORBA clients can communicate with Versata Logic Suite components For Java applications the Versata Logic Server manages the logical transactions between the client and the database server with help from a Web server Internet proxy server and Versata Logic Server Locator For HTML applications the Versata Logic Server manages the logical transactions between the client and the database server with help from the Web server servlet engine and Versata Logic Server Locator This section includes the following tasks Deploying sample business objects to the Versata Logic Server on page 50 Setting up security in the Versata Logic Server Console on page 52 Starting the Versata Logic Server The Versata Logic Server is installed as a manual service Start the Versata Logic Server service in Windows NT from the Versata Service Manager Note The Versata Logic Server requires that one or more Versata Logic Server Locators or other naming service is running If the locator service stops the Versata Logic Server will not work Instructions for starting both of these programs follow To start the Versata Logic Server servic
33. ation s repository To execute a Java application 1 Deploy the sample data model and business objects if you have not already done so These deployments are required to run applications in the sample repository For instructions see Deploying the Sample Data Model on page 25 and Deploying Business Objects to the Versata Logic Server on page 47 2 Openthe Simple Java application in the Versata Logic Studio Explorer if it is not already open 3 Choose Application Properties In the Application Properties dialog click the Options tab Notice that Applet Viewer is selected for Execution Environment then click the OK button 70 CREATING A SIMPLE JAVA APPLICATION 4 Execute the Java application in one of the following ways Right click the name for the open application in the Versata Logic Studio Explorer for example Basic Java and select Execute from the shortcut menu Press FS Choose Build gt Execute Click the Execute button on the toolbar If an Action Choice dialog appears asking whether to rebuild the application click Yes The Versata Logic Studio displays notes in the lower panel to indicate its progress in building and compiling the application Once the build and compile is complete the applet viewer runs and a login dialog appears Note The Versata Logic Server and the Versata Logic Server Locator must be running in order to successfully run an application If the application does not
34. butes tab select ShippedFlag Note that ORDERITEM ShippedFlag obtains the value of ShippedFlag from the parent data object ORDERS Note that the value is maintained so that all changes to ShippedFlag on the parent data object ORDERS are propagated to each order item automating this business function In practical terms for this example when the order ships the order s line items reflect that status 43 REVIEWING THE RULES THAT AUTOMATE FREIGHT CHARGE CALCULATIONS Reviewing the rules that automate freight charge calculations 44 When projects change during development or post production incremental changes can be made to the behavior of the repository using the Transaction Logic Designer These changes apply immediately to all subsequent transactions For example the Order Entry application calculates Freight costs automatically rather than requiring they be entered by the end user The rule calculates the freight value based on the amount ordered If the amount is above a certain threshold the freight rate is set to a discounted rate Otherwise freight is set to 20 of the total cost of the amount items You can examine the existing rule to calculate the freight charge then modify the rule to change the default freight rate to 15 To review the rules that implement this requirement Review the derivation for Freight 1 In the Versata Logic Studio Explorer double click ORDERS The Transaction Logic Design
35. c The Rule Builder provides point and click access to all of these formula components REVIEWING THE RULES THAT AUTOMATE FREIGHT CHARGE CALCULATIONS 3 In the Rule Builder highlight the value 0 20 in the first instance of the string value AmountItems 0 20 Type in the value 0 15 Verify that the Rule Expression field contains the following expression If AmountItems lt GetFreightBulkDiscountValue Then Svalue AmountItems 0 15 Else Svalue AmountItems GetFreightBulkDiscountRate eg 10 xy End If 4 Click the OK button 5 Select File gt Save Transaction Logic to save this modification to the freight calculation rule 45 REVIEWING THE RULES THAT AUTOMATE FREIGHT CHARGE CALCULATIONS 46 Deploying Business Objects to the Versata Logic Server 47 OVERVIEW Overview This section describes how to copy the sample business objects from the Versata Logic Suite repository grouped by project and stored as xm1 files to the Versata Logic Server Business objects include the code to execute business rules Business rules automate the computation of data the validation of data client application behavior and calls to external methods when conditions are met See the previous chapter for information about business rules The Versata Logic Server is a Java based object oriented application server that functions as part of the middle tier of the Versata Logic Suite multi tier applic
36. c Time Monday Friday E mail For software issues techsupport versata com For documentation issues docs versata com xiii PREFACE VERSATA LOGIC SUITE RESOURCES Xiv Introduction to the Versata Logic Suite TUTORIAL OVERVIEW Tutorial overview 16 This tutorial allows you to explore the Versata Logic Suite development environment and selected sample applications In addition to stepping through this tutorial we recommend that you review the following m Versata Logic Suite White Papers These are located on the Versata website at www versata com Sample applications These are included with the sample repository For information about other documentation available with Versata Logic Suite see Versata Logic Suite documentation on page viii Each Versata Logic Suite application includes three tiers a data model deployed to a database server transaction logic deployed to an application server and a client user interface that runs as a standalone Java application or as an HTML application or Java applet deployed to a Web server and run through a browser You can use the Versata Logic Studio to build modify and deploy all of these tiers For information about how the Versata Logic Suite works see System overview on page 17 For information about products included with the Versata Logic Suite see Product overview on page 19 This tutorial introduces you to the basic tasks required to
37. ciated with different types of events You can click the Filter button to review the type of event indicated by each symbol For some types of events you can select the event in the upper trace window to view details about the event in the lower trace window labeled Details To see the effects of the salary audit event in the application click the Next button to display data about the second employee then click the Previous button to redisplay the first employee s data The repositioning refreshes the list of salary audit rows so you can see the audit entry related to your update When you are done reviewing trace code close the Server EventAction CreateChildren application Also close its application diagram in the Versata Logic Studio In the Versata Logic Server Console right click the user session for Server EventAction CreateChildren and click Remove Session From List 99 OBSERVING SERVER EVENT EXECUTION IN A JAVA APPLICATION 100
38. e EP ED AED RED HERO PUR ps 68 Creating a simple Java application ener 69 Designing the application 3 ceteri ciere eec is a he E EU Ee ba teret bte cee 69 Previewing the application estet ducti qe a een e enean tee be re bee ea Pee et De 69 Executing the application 2 e nire reo HH DR UR OHIO MIR FU EE PUR PRESE petite ERR 70 Adding objects to a Java application eene enr enne 72 Opening the previously created application sese eene ener nennen nennen 72 Adding a form displaying ORDERS that can be opened from the CUSTOMERS form 73 Adding a grid of PART data to the fOrderJoinSalesRep form sse 74 Adding another grid of ORDERS data to the fCUSTOMERS 74 Adding a form to display PART data sese eterne trennen 75 Comparing design time and run time application 76 Comparing features in the newly created 76 Exploring more advanced application features eese eren enne nennen TI Implementing specialized controls and Java code 82 Exploring code for query behavior esesseseeesseeee 83 Exploring Tree control implementation eene ennt et entren nennen 84 Exploring code for VSTree behavior ener
39. e Options tab 7 Enable the ANSI NULL by Default and Truncate Log on Checkpoint options 8 Click OK to close the dialog 29 SETTING UP AN ODBC SYSTEM DATA SOURCE NAME DSN Setting up an ODBC System Data Source Name DSN The DSN stores information about how to connect to your database from another source It allows you to connect the database to Versata Logic Studio and hence deploy your repository data model Whenever you deploy your data model to the database Versata Logic Studio will ask you for this DSN A user data source is visible only to you and can be used only on the current machine A system data source is visible to all users on the machine including Windows NT services You will need to set up a DSN for the Versata Logic Studio Versata Logic Studio applications or the Versata Logic Server to use for connection to the database server You may want to set up a DSN with a meaningful name for example SampDSN to connect to the sample database To create the system DSN 1 Choose Start gt Settings gt Control Panel Double click the ODBC Data Sources icon In the ODBC Data Source Administrator click the System DSN tab Click the Add button In the Create New Data Source dialog choose the SQL Server driver and click Finish eo a PY DN In the Create a New Data Source to SQL Server dialog do the following a Enter a name for the data source for example OrdersDB_dsn Make a note of this name because Versata w
40. e amount of earned credit for the customer and the summed amounts of each line item on the order Note that the OrderTotal attribute is derived independently of rules for other attributes that use its value yet attributes that use OrderTotal in their derivation are automatically updated when OrderTotal changes For example you do not need to write code to adjust the customers account balance CUSTOMERS ActBalance when the order totals ORDERS OrderTotal belonging to that customer change even though the ORDERS OrderTotal is involved in the calculation of CUSTOMERS ActBalance This characteristic of the rules based approach is in sharp contrast to procedural approaches where every circumstance under which a value is set requires explicit code to propagate impacts to dependent data To review the rules that implement this requirement 1 In theVersata Logic Studio Explorer double click the data object ORDERS 2 In the Transaction Logic Designer select the Attributes tab 3 Examine the attribute OrderTotal Inthe Attributes tab select OrderTotal If necessary scroll vertically through the grid to locate it After selecting it note in the Derivation tab that ORDERS OrderTotal is derived from a formula Depending on which condition is met If IsPaidByAutoBucks true Then either just Freight and Tax are added or Freight and Tax and the amounts of each line item ORDERS AmountlItems are added Note that this attribute
41. e in Windows NT 48 1 Choose Start gt Programs gt Versata Logic Suite 5 5 CORBA Edition gt Service Manager 2 Select VLS Locator from the drop down list and click Start The signal button changes from red to green to indicate that the Versata Logic Server Locator is running 3 In the same window select Logic Server from the drop down list and click Start The signal button changes from red to green to indicate that the Versata Logic Server Locator is running 4 Close the Versata Service Manager dialog when finished OVERVIEW 5 At any time you can ensure that the Versata Logic Server and the Versata Locator are still running by checking for the processes VLS exe and OSAgent exe Locator in the Task Manager or look them up in the Services Manager For more information about administering the Versata Logic Server see the Administrator Guide 49 DEPLOYING SAMPLE BUSINESS OBJECTS TO THE VERSATA LOGIC SERVER Deploying sample business objects to the Versata Logic Server 50 Deploy the sample business objects to the Versata Logic Server after deploying the data model to the database server For information about deploying the data model refer to Deploying the Sample Data Model on page 25 This ensures that the Versata Logic Server copies the correct database connection properties You will use the Versata Logic Server Deployment wizard to deploy business objects transaction logic to the Versata L
42. eady created a database in the previous step To create a login for a database 1 Choose Start gt Programs gt Microsoft SQL Server 7 0 gt Enterprise Manager 2 Expand the Server list and select the server where you created a new database 3 Click on the option Administer SQL Server and then click on the option create a login 4 5 This runs the Create Login wizard In the wizard select the type of authorization the degree of access and the database that you just created Click Finish SETTING UP A MICROSOFT SQL SERVER DATABASE Granting permissions and options for the database In this task you set options for the new database and grant permissions to the new user on the database This procedure assumes that you have created a database device created a database and created a new user login for the database To grant the appropriate permissions and options to the database 1 Click Start gt Programs gt Microsoft SQL Server 7 0 gt Enterprise Manager 2 Expand the SQL Server folder in the Explorer the Databases folder and select the database you just created 3 With the database displayed right click to display the context menu and select the Properties option 4 Select the Permissions tab 5 For the new user click each permissions box until you have granted permissions for all options Note that CREATE DATABASE permissions can only be set from the master database 6 Select th
43. eee seen sese eseseenseeeenseee 25 OE AATA RE OPERE ROT OBI 36 Automating business functions with rules 37 Types of business rules re CHO ERE tapes EIER UTR EGER RR RUSO UR ER 37 Reviewing the rules to validate customer credit essent 38 Reviewing the rules to compute the total order 40 Reviewing the rules to reorder parts if necessary ssessesseesseseeeeee eene eene nene eterne 42 Reviewing the rules that automate freight charge calculations eese 44 LESSON 4 Deploying Business Objects to the Versata Logic Server 47 OVERVIEW E 48 Starting the Versata Logic Server EE EE ECEE ERE E ETa SS 48 Deploying sample business objects to the Versata Logic Server 50 Setting up security in Versata Logic Server Console essere 52 LESSON 5 Creating HTML Applications e eene eere ener eene en enses essen senses sensens VEL VIC Was iita teu dde I et Rte ertet UU e UR etre 54 Learning more about HTML application development eese 54 Highlights of some HTML sample 54 Creating a simple HTML application eene nennen
44. eloper Guide To add a grid of PART data to the fOrderJoinSalesRep form 1 Drag the query object OrderltemJoinPart onto the fOrderJoinSalesRep form that you created in the prior step 2 Inthe Choose Data Dependency dialog click the Finish button to accept all defaults for the new RecordSource Or click the Next button review all succeeding dialogs and accept the defaults in each one This latter option allows you to review all of the choices available 3 Click the Save button Adding another grid of ORDERS data to the CUSTOMERS form In this case a second instance of the RecordSource ORDERS OrderJoinSalesRep is added to the CUSTOMERS form but with a different filtering to display unpaid orders The Versata Logic Studio automatically generates tab sheets on the form to display multiple instances of a RecordSource To add a grid of unpaid ORDERS data to the CUSTOMERS form 1 Drag the query object OrderJoinSalesRep onto the CUSTOMERS node 2 In the Choose Data Dependency dialog click the Next button 3 In the Choose Display Style dialog click Filter and Sort Records The Expression Builder appears 4 Define a Where clause in the Expression Builder by performing the following steps a Double click the object OrderPaid bottom left of screen in the Attributes tab Click the operator from the two rows of equation buttons m Click the control adjacent to OrderPaid selected previously to display its two Boolean c
45. elp with detailed descriptions of the frames and fields in the Versata Logic Studio To launch vstudio chm 1 Focus on a window or frame in the Versata Logic Studio and press F1 to launch a context sensitive help topic for that element OR Choose Help gt Versata Logic Suite Library in the Versata Logic Studio In the Versata Logic Suite Library click the Versata User Interface Help link Click yes when prompted to open the file PREFACE VERSATA LOGIC SUITE DOCUMENTATION OR Choose Start gt Programs gt Versata Logic Suite 5 5 lt edition_name gt gt Versata Logic Suite Library In the Versata Logic Suite Library click the Versata User Interface Help link Click yes when prompted to open the file Versata Class Libraries Help The Versata Class Libraries are provided in a WinHelp file called vstudio hlp This h1p file describes all of the classes and methods included in the Versata Logic Suite packages To launch vstudio hlp 1 Focus on a class name method or a string in the Code Editor in the Versata Logic Studio and press F1 to launch a context sensitive help for that element OR Choose Help gt Versata Logic Suite Library in the Versata Logic Studio In the Versata Logic Suite Library click the Versata Class Libraries Help link Click yes when prompted to open the file OR Choose Start gt Programs gt Versata Logic Suite 5 5 edition name gt Versata Class Libraries Help
46. er displays with the data object ORDERS and its attributes loaded On the Attributes tab select the Freight attribute The formula contains a conditional if then else endif that evaluates whether the amount being ordered will qualify for a discount rate The GetFreightBulkDiscountValue method is used to evaluate this This method is stored in a Java file called CorpReuseExtRulesDataObject java Examine CorpReuseExtRulesDataObject java code by selecting the Files tab at the bottom of the Versata Logic Studio Explorer Click the next to Versata Logic Server then click the next to JavaExtensions Double click CorpReuseExtRulesDataObject java toexamine the code You will need to scroll down in the file Close the file when you are finished Select the Objects tab at the bottom of the Versata Logic Studio Explorer In the Versata Logic Studio Explorer double click the data object ORDERS The Transaction Logic Designer displays with the data object ORDERS loaded in it To modify the Freight rule 1 On the Attributes tab select the Freight attribute 2 On the Derivation tab to the right of the Formula Expression memo field click the browser button The Rule Builder appears Rule expressions can reference the methods of all classes in the repository keywords that access old values the current verb and 1 Then conditions These are critical in handling the requirements of sophisticated business logi
47. ery launches the target form with the result set and then closes the query form Close the Code Editor In the run time click the Customers image button to launch the FindCustomers form A query form for CUSTOMERS data appears In the query form click the Find Customers button Note Since you did not specify any criteria for the query the query returns all customer orders in Tree view form The Customer and Order Details form appears Note that the query form is not active after the query is complete 83 IMPLEMENTING SPECIALIZED CONTROLS AND JAVA CODE 84 Exploring Tree control implementation The tree view of data provided is generated declaratively through property sheets no code is required Tree nodes can be mapped to labels or to data objects The labels are useful for grouping similar data objects for example Open Orders and Paid Orders Compare displayed values in the run time Cus properties for the Tree control Design time tomer Orders tree with design time node Run time In the Application Designer double click the CustOrdersInTree node to display its form Right click the Tree control then choose Nodes The Tree Nodes properties sheet appears Expand the displayed nodes by clicking the sign In turn click each displayed node to select it When selecting the constant text nodes Open Orders Paid Orders note that they have no associated Data Source Data Field values on the right side
48. ess or failure of the deployment Click the OK button Note A lack of space for the transaction log in tempdb may cause an error to occur during the transfer of test data an inability to allocate a new page for tempdb If you receive this error do not cancel the deployment Perform the following steps to relieve the problem in tempdb a Open the Microsoft SQL Enterprise Manager b Select the current database server c Expand the server in the Explorer d Right click the Databases folder and choose Edit e In the Edit Database dialog click Truncate and OK Return to the Versata Logic Studio and click Yes in the error dialog to continue with the deployment 33 DEPLOYING SAMPLE DATA MODEL AND TEST DATA TO A DATABASE SERVER 34 Exploring Business Rules 35 OVERVIEW Overview In the Versata Logic Suite you define declarative business rules to drive transaction logic for computation and validation during transaction processing You can choose to persist derived data or not The declarative rules generate substantial executable procedural logic you would otherwise have to manually code Business rules consist of simple statements defining the desired result rather than lengthy code blocks describing in detail how to achieve the desired result Beyond the benefit of code replacement a declarative approach to transaction logic offers other important advantages Automatic reuse Unlike traditional de
49. fessional Services PREFACE VERSATA LOGIC SUITE RESOURCES Versata Knowledge Base The Versata Knowledge Base is available to help with your technical questions about the Versata Logic Suite You can search through our growing library of technical articles or participate in our online Developer Discussions forum To access the Versata Knowledge Base 1 Visit the Versata Web site at http www versata com 2 Click the Training and Support tab then select Versata Knowledge Base Versata Developer Discussions Access Versata Developer Discussions on the Versata Web site Sign up to view the postings and subscribe to the mailing list to receive the latest news about the Versata Logic Suite automatically These technical discussions provide a forum for customers partners distributors and Versata internal employees to post technical and general questions suggestions and solutions about development run time and production features of the Versata Logic Suite To access the Versata Knowledge Base 1 Visit the Versata Web site at http www versata com 2 Click the Training and Support tab and select Developer Discussion Versata Customer Support You may use any of the following methods to contact Versata Customer Support Internet At the Versata website www versata com click on the Training and Support tab to find information about Versata Customer Support Phone 510 238 4100 Between 7 00am and 5 30pm Pacifi
50. for the objects The Versata Logic Studio Explorer provides access to the application objects The Versata Logic Studio wizards enable basic user interface modeling with the simplicity of drag and drop yet with considerable control over the outcomes Applications are defined using the wizards and refined in the Form Designer and the Code Editor Wizards gather information about the specific data to be presented how it is to be presented and the flow of the application The resulting application design is displayed in the application diagram Versata Logic Suite objects possess properties that correspond to those available in their Java classes The properties and their values are listed in properties sheets This section includes the following tasks m Creating simple Java application on page 69 a Adding objects to a Java application on page 72 m Comparing design time and run time application features on page 76 The following tasks are considered advanced m Implementing specialized controls and Java code on page 82 m Working with transitions on page 87 Working with Java Beans on page 90 CREATING A SIMPLE JAVA APPLICATION Creating a simple Java application For this task you create a simple one form Java application that presents CUSTOMERS information in scalar fields with query capability Designing the application To create a simple Java application 1 2 Choose File gt New Java
51. form and placed in the same area Cycle between the overlapping panels by selecting the panel area and then right clicking to choose Send To Back Still on the Customer and Order Details form expand Bill s AutoBody then expand Bill s Autobody s Open Orders and Paid Orders Click the order numbers in the Open Orders and Paid Orders nodes As you do so note that selection specific displays appear on the right side of the form Different displays are provided for selected Customers for Open Orders and for Paid Orders 85 IMPLEMENTING SPECIALIZED CONTROLS AND JAVA CODE 86 Exploring coding focus Toolbar buttons typically operate on data that has the current mouse focus Buttons that operate on the currently open RecordSource for example an open order also can be coded Notice how the Versata Logic Studio locates focus and how this action is coded Design time Run time In the Application Designer double click the CustOrdersInTree node to display the form As needed right click the display panel on the right side of the form and choose Send to Back until the Open Orders Detail panel is displayed In the Open Orders Detail panel right click the Image button with the Save icon on it and choose Properties Note that the DataSource property specifies the data control datT4OrderItemJoinPart which specifies the RecordSource focus Note also that the DataSource property is a combo box Upon clicking the arrow
52. g lines in the Application Designer with the jumps that occur when you click hyperlinks in the Web browser You can also edit a grid to create hyperlinks on elements within a grid Design time Run time In the Basic_HTML folder of the Versata Logic Studio Explorer expand the StartupPage to show its children There are two transitions T1lpCUSTOMERSQBF and T2pPART Double click the TIpCUSTOMERSQBF transition to open its Page Transition Properties sheet The properties sheet indicates this is a transition to the pCUSTOMERSQBE page and that the page will open in Query mode Close the properties sheet Click the Customer hyperlink then the Find hyperlink to perform a query to get all records Still in the Basic HTML folder scroll to the pCUSTOMERSQBE page then expand it to show its children Double click the transition T3pCUSTOMERMenuList to launch its Page Transition Properties sheet The properties sheet indicates this is a zoom transition meaning that it re uses the current data to populate the target page Close the properties sheet Now expand pCUSTOMER Orders and double click T3OrderJoinOptSalesRep to display the properties sheet Select the Attributes tab Click on the attribute OrderNumber Note that in the Archetypes field the HyperlinkForGrid is selected and T4pOrder Items is selected for the Transition Object to Use list box Close the properties sheet Click one of the hyperlinks on the left Then click
53. g the repository s business objects applying business rules as they are defined on the server and enforcing security and rules for the business objects The Versata Logic Suite implements every business object in a corresponding Java object which processes the business object s business rules Other features include eXtensible Data Access XDA through Versata Connectors Transaction logic processing PRODUCT OVERVIEW Presentation logic processing Component based architecture using CORBA and Transaction management Cross platform support Scalability and performance enhancing services such as load balancing connection pooling failover and object caching The Versata Logic Server provides two main benefits data source independence and processing efficiency m Versata Logic Server can run anywhere that Java runs Its Java implementation enables it to support business rules on legacy data You can define data objects in repository metadata that describe the legacy data model and create Versata Connectors in Java that taken together enable the Versata Logic Server to implement business rules on the foreign data m The Versata Logic Server manages user sessions and optimizes database server resource usage by providing connection pooling among clients Also you can install multiple Versata Logic Servers to provide scalability services including load balancing and failover For information
54. he icon beside it to launch the application in the Application Designer ADDING OBJECTS TO A JAVA APPLICATION Adding a form displaying ORDERS that can be opened from the JCUSTOMERS form When you add a new form the Add Form wizard can generate transitions to related forms You can think of transitions as the logic that determines the flow of the application from one form to the next For example a transition may occur when a button is clicked Transitions can be quite sophisticated as in this example where an ORDERS grid is generated on the existing fCUSTOMERS form In the run time environment this ORDERS grid displays data for the current CUSTOMERS record Selecting a row and clicking the OrderJoinSalesRep button displays the fOrderJoinSalesRep form populated with details of that record Note Instead of the ORDERS data object a query object called OrderJoinSalesRep that contains ORDERS and EMPLOYEES data is used as the RecordSource source of data for the new form For information about query objects see the Business Object Developer Guide add a form displaying ORDERS data that can be opened from the CUSTOMERS form 1 In theVersata Logic Studio Explorer expand Business Logic CustomerOrders and Queries 2 Drag the OrderJoinSalesRep query object into empty space in the Application Designer 3 In the Choose Display Style dialog you can click the Finish button to accept all defaults for the new form Or you ca
55. hildren and double click No False In the Selection Condition field the expression OrderPaid False should now appear Click the OK button to apply the expression and close the Expression Builder 5 Click the Finish button to complete and close the wizard 74 ADDING OBJECTS TO A JAVA APPLICATION Click the Save button to preserve application changes before moving to the next step Edit the prefixes for the CUSTOMERS form transitions by performing the following steps Inthe Java Applications folder of the Versata Logic Studio Explorer under Simple Java expand fCUSTOMERS You may wish to drag the border of the Explorer to the right in order to see the full names of all objects on fCUSTOMERS form m Double click the transition T4fOrderJoinSalesRep to display its properties sheet Change the Prefix for Controls from T4 to A11 m Double click the transition T6fOrderJoinSalesRep Change the Prefix for Controls from T6 to Unpaid Close the Form Transition Properties sheet Click the Save button Note that the names of the application objects in the Explorer reflect the prefix edits Adding a form to display PART data To add a form to display PART data 1 2 3 Drag the data object PART onto empty space in the Application Designer In the Choose Display Style dialog select Grid and click the Finish button In the post wizard dialog Would you like to create a transition from the Start Form c
56. hildren sample application Preface PREFACE VERSATA LOGIC SUITE DOCUMENTATION Versata Logic Suite documentation The Versata Logic Suite documentation is electronically provided in pdf and n1p file formats during installation of the system Review the following sections for documentation file descriptions installation locations and viewing instructions Versata Logic Suite Library The Versata Logic Suite Library consists of pdf portable document format files an file a chm file and a readme txt file These files are automatically installed in the Help subfolder of the default directory during installation The Versata Logic Suite Library Library pdf is the main page Provides links to all of the pdf manuals hlp file chm file readme and full text search of all of the paf manuals To launch Library pdf after installing Versata Logic Suite and Acrobat Reader On the desktop click the Start button gt Programs gt Versata Logic Suite 5 5 edition Name gt Versata Logic Suite Library Note Each file should be viewed searched and printed using the 4 05 version of Adobe Acrobat Reader with Search to ensure that the full text search feature functions correctly and that graphics display properly This software is available for installation from the main Versata installation screen or you may download it at www adobe com Note This version of the Versata Logic Suite allows integration of tran
57. hoose New gt Repository Tabs This option is set on the Properties Attributes tab of the Transaction Logic Designer A Caution or Warning is important advice that you should read carefully The Versata User Interface help uses these additional conventions Click F1 while focus is on a dialog window menu or toolbar in the Versata Logic Studio to launch context sensitive help Contents Index and Find tabs are provided on the left pane of the Help window when you launch the Versata Logic Suite help file Click the Contents tab to look in the table of contents It lists the modules and main sequences of the help Click the Index tab to search the index Click the Find tab to search the text of the entire help system Browse buttons Back and Forward are provided in the Help toolbar and Previous and Next hyperlinks are provided in the Help topics Use these options to scroll through sequences of related topics To print a help topic click the Print button at the top of the Help window To print an entire book of help topics select the book on the Contents tab and click the Print button xi PREFACE VERSATA LOGIC SUITE RESOURCES Versata Logic Suite resources The following resources are available to help you learn more about the Versata Logic Suite Sample database and sample applications The Versata Logic Studio includes a sample database with examples of business requirements functions and rules Ex
58. ic and complex Web applications Applications generated using the Versata Logic Studio are complete internet ready systems Enterprise class multi tier Java and HTML applications that are highly interactive and fully transactional a For Java applications the Versata Logic Server manages the logical transactions between the user interface and the database server with help from a Web server Internet Proxy Service and Versata Logic Server Locator a naming service a For HTML applications the Versata Logic Server manages the logical transactions between the user interface and the database server with help from the Web server servlet engine and Versata Logic Server Locator The Versata Logic Suite multi tiered run time system architecture supports integration with existing systems through Versata Connectors using eXtensible Data Access XDA technology This technology provides data source independence The robust Versata Logic Studio provides business automation for a data model transaction logic and the user interface The Versata Logic Suite includes the following products which are described on the following pages m Versata Logic Studio page 19 a Versata Logic Server page 20 m Versata Logic Server Console page 21 m Versata Connectors page 23 m Versata Logic Server Locator page 22 m Internet Proxy Service page 22 m Service Manager page 23 Versata Logic Studio The Versata Logic Studio is an object oriented integ
59. ic and automatically generated business logic with your own Java code For HTML applications you can customize the associated JavaScript In the Versata Logic Studio you can open generated files and review and modify code within the development environment a Build compile and test applications The Application Developer Guide provides details about how to use the Versata Logic Studio to develop and deploy Web enabled applications Versata Logic Server The Versata Logic Server is a Java based object oriented application server that functions as part of the middle tier of the Versata Logic Suite multi tier application architecture between the user interface and the data provider The transaction logic and most of the presentation logic for an application reside in one or more Versata Logic Servers where processing is transparent to the end user The Versata Logic Suite allows you to expose this logic as CORBA objects which can be invoked remotely so that any CORBA clients can communicate with Versata Logic Studio generated components The Versata Logic Server can run on a Windows NT Server or Workstation or on a UNIX machine On Windows NT you can start the Versata Logic Server from the Start menu or from within the Versata Logic Studio using the Service Manager For information about the Service Manager see Service Manager on page 23 The main features of the Versata Logic Server include hosting the presentation logic and hostin
60. ication Designer m The Versata Logic Studio Explorer displays the hierarchy of repository objects Data and query objects reside under Business Logic at the top of the Explorer Application objects reside under specific HTML applications in the Client Applications folder CREATING A SIMPLE HTML APPLICATION In the Application Designer nodes boxes represent pages and arrows represent the flow of the application between HTML pages The Versata Logic Suite refers to these flows as transitions from one page to another To preview your new HTML application 1 On the Objects tab of the Versata Logic Studio Explorer expand the HTML Applications folder expand Simple_HTML to display its application objects Double click any application object in the Explorer to display its properties sheet In the application diagram double click the pCUSTOMERS node to launch the Page Designer Save the application first if the Application Properties dialog appears An editable layout of pCUSTOMERS page appears in the Page Designer Executing the application To execute an application in the Versata Logic Studio 1 Deploy the sample data model if you have not already done so See Deploying the Sample Data Model on page 25 Deploy the sample business objects if you have not already done so See Deploying Business Objects to the Versata Logic Server on page 47 Start the Tomcat Web Server Click the Run Web Server button at
61. ies Netscape Netscape Navigator and the Netscape N logo are registered trademarks of Netscape Communications Corporation in the United States and other countries Netscape Communicator Netscape Enterprise Server Netscape FastTrack Server and Netscape Navigator Gold are also trademarks of Netscape Communications Corporation which may be registered in other countries Adobe the Adobe logo Acrobat and the Acrobat logo are trademarks of Adobe Systems Incorporated Oracle and SQL Plus are registered trademarks and SQL Net is a trademark of Oracle Corporation HotJava Java JavaBeans JavaScript JDBC JDK JNDI and Solaris are trademarks and Sun MicroSystems is a registered trademark of Sun MicroSystems Inc Adaptive Server Enterprise jConnect and Sybase SQL Server are trademarks of Sybase Inc in the United States and or other countries Informix Dynamic Server and Informix Driver for JDBC are trademarks and Informix is a registered trademark of Informix Corporation MERANT DataDirect INTERSOLV PVCS and SequeLink are registered trademarks of MERANT Solutions Inc Macromedia and Dreamweaver are registered trademarks of Macromedia Inc in the United States and or other countries VisiBroker and VisiBroker for Java are trademarks or registered trademarks of Inprise Corporation HP UX is a registered trademark of Hewlett Packard Company Rational and Rational Rose are registered trademarks of Rational Software Corporation
62. ill prompt you for it whenever you deploy to the database Optionally enter a description for the DSN Inthe Server drop down list choose local or If you want the DSN to connect to a SQL Server on another machine choose the machine from the Server drop down list Note If the Create New Data Source dialog does not list a supported driver for your database server you may need to install a new driver For information about supported drivers see the Getting Started Guide 7 Click Next 8 In the next dialog for the prompt How should Windows verify the authenticity of the login select the radio button labelled With Windows NT authentication using the network ID 9 Click Next 10 In the next dialog set the default database to the one you created earlier for the Versata data model 11 Accept the defaults for the remaining prompts and click Next 30 12 13 14 15 SETTING UP AN ODBC SYSTEM DATA SOURCE NAME DSN In the next dialog accept the defaults and click Finish In the ODBC Microsoft SQL Server Setup dialog click Test Data Source If a message displays declaring a successful connection you can exit the window If not review and repeat this procedure Click OK to complete the DSN creation Click OK to exit the ODBC Data Source Administrator dialog 31 DEPLOYING SAMPLE DATA MODEL AND TEST DATA TO A DATABASE SERVER Deploying sample data model and test data to a database se
63. ime and run time application features on page 63 For details about developing HTML applications in the Versata Logic Studio including refining them in the Versata Page Designer see the Application Developer Guide Learning more about HTML application development The Versata Logic Studio includes a sample database with example business requirements functions and rules and extensive sample applications to illustrate features of HTML and Java applications generated by the Versata Logic Studio These sample applications also provide example code for you to use to implement complex features more easily The sample applicationss and sample database are part of the SampDB1 xml repository located in the lt versata_install gt Samples SampDB1 Source directory You can open this repository in the Versata Logic Studio and review the description of each sample application in its About Application Name app rtf file in that sample application s folder in the Versata Logic Studio Explorer Highlights of some HTML sample applications 54 The following sample applications illustrate some commonly used HTML application development features OVERVIEW Basic_HTML This application illustrates how you can build sophisticated HTML applications without programming You can examine standard behaviors as well as easy definition of additional HTML behaviors Frames_Multiple This sample HTML application illustrates how you can divide your browser
64. ined derivations Expressions can reference other derived attributes MaxCreditLimit in this case You can declare rules in any order The Versata Logic Suite determines the correct and efficient order of execution You can change your mind about whether to derive fields and all dependent logic is automatically redesigned by the system Atany point during this walkthrough you can click the Notes tab to view an explanation of any selected rule Examine the derived attribute MaxCreditLimit in the Customers data object Inthe Attributes tab select MaxCreditLimit m After selecting it note in the Derivation tab that MaxCreditLimit is defined as a parent replicate of the VALID CREDIT creditMaxBalance attribute This means that when a value is entered in the VALID CREDIT creditMaxBalance attribute it will be replicated copied into the MaxCreditLimit attribute of the CUSTOMERS data object m The Maintained check box indicates that all updates to creditMaxBalance in the data object VALID CREDIT are reflected in changed MaxCreditLimit values for all related customer rows A checked Persistent check box indicates that the derived attribute is stored in the database 39 REVIEWING THE RULES TO COMPUTE THE TOTAL ORDER AMOUNT Reviewing the rules to compute the total order amount 40 The total order amount ORDERS OrderTotal for an ORDERS data object is calculated using Tax Freight a boolean indicator for pre payment th
65. is required in order to define the sum rule for CUSTOMERS ActBalance illustrating the principle that sums can only sum attributes not expressions The derivation for Freight will be examined and modified in a later step to illustrate the process of business rule development 4 Review the Amountltems attribute in the ORDERS data object This attribute contains the total amount of its associated line items m With the ORDERS data object open in the Transaction Logic Designer select AmountlItems on the Attributes tab Note that it is derived by summing the Amount attributes in all of its related child line items in the ORDERITEM data object REVIEWING THE RULES TO COMPUTE THE TOTAL ORDER AMOUNT 5 Examine the Amount attribute in the ORDERITEM data object In the Versata Logic Studio Explorer double click the ORDERITEM data object On the Attributes tab select the Amount attribute Note that this attribute s value is derived from a formula that multiplies the ORDERITEM PartPrice by the quantity ordered ORDERITEM QtyOrdered After the referential integrity check to validate an order number the calculation performed on Amount serves as input to calculate the total order amount The update to the Amount field causes the attribute derivation for OrderTotal to fire QtyOrdered is entered by the end user in the course of placing an order 6 Examine PartPrice On the Attributes tab select PartPrice PartPrice is defined as a
66. itial Mode on Transition shows Query mode is selected Click Find a Specific Customer to launch a Customer Query form Use the drop down list to select a state Click the Get Data button and view the customers from the selected state Close this form to return to the Hello Employee form Design time WORKING WITH TRANSITIONS Run time There are several more transitions in fEmpHello Right click ListCustomersImmediateCUSTOMERS Grid and select Properties The field Initial Mode on Transition shows Browse mode is selected Note the caption List Customers immediately is also displayed on this form On the Hello Employee form click List Customers immediately to view all customers Then close this form to return to the Hello Employee form Also under fEmpHello right click AddOrderORDER and select Properties The field Initial Mode on Transition shows Add mode is selected Note the caption Add a New Order is also displayed on this form Click Add a New Order to display the Order form Note that no orders are displayed and you are able to enter a new order Then close this form to return to the Hello Employee form Reviewing grid versus query behavior Fields in a form can display RecordSource data or the current query specification Data fields always show current data for the field while query fields always shows the current selection criteria if any This behavior is specified in control level pro
67. le to administer business objects in the Versata Logic Server Versata Logic Server Locator The Versata Logic Server Locator is a naming service product installed automatically when you install the Versata Logic Server The Versata Logic Server uses the Versata Logic Server Locator to receive bind calls from client machines make connections to the database server and return to the client machine an object reference that allows it to connect to the server The Versata Logic Server Locator provides transparent hosting of the Versata Logic Server and its business objects The Versata Logic Server Locator acts as an interface repository supporting dynamic and static discovery of the business object classes and methods on the Versata Logic Server so that the client application thinks that they are local and in process Actually the business objects can be anywhere on the WAN and the Locator can find them In addition the Locator acts as an implementation repository caching the business object instance s and state information for later reuse The Versata Logic Server Locator finds Versata Logic Server servers and CORBA objects by name translating each name request into an address If multiple Versata Logic Servers are installed the Versata Logic Server Locator distributes processing requests in round robin fashion At least one Versata Logic Server Locator is required for each Local Area Network LAN A LAN may have multiple Locators On Wind
68. lick Yes Click the Save button Execute the application If you need instructions see Executing the application on page 70 Now you can compare design time and run time application features For more information see Comparing design time and run time application features on page 76 75 COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES Comparing design time and run time application features In this section you review run time features in your newly created Simple_Java application toggling to the design time environment to see how these features are represented there Then you review more advanced application features in design time and run time using the _Demo application and other samples included in the sample repository Comparing features in the newly created application To compare the design time and run time application 1 Execute the Simple_Java application If you need instructions see Executing the application on page 70 After execution you can toggle between the design time and run time applications by pressing ALT TAB 2 Note the display of the StartupForm in both the run time and design time environments Design time Run time The Application Designer displays StartupForm The StartupForm appears only when there are node even if there is just one target form from the multiple paths into an application In the current start case where the user can enter the application th
69. n click the Next button review all succeeding dialogs and accept the defaults in each one This latter option allows you to review all of the choices available 4 Execute the application clicking Yes if prompted to save the application If you need instructions see Executing the application on page 70 5 Explore the changes in the application Design time The fOrderJoinSalesRep node appears in the Application Designer with an arrow representing the transition from the CUSTOMERS node Run time Note that the Customer form now contains a grid that lists orders for the current customer Select any row and then click the fOrderJoinSalesRep button to display order details on the fOrderJoinSalesRep form Close the application Note You can execute the application as often as you wish to view run time results of changes that you have made in design time These instructions will not request execution again until the final application object is added 73 ADDING OBJECTS TO A JAVA APPLICATION Adding a grid of PART data to the fOrderJoinSalesRep form When an object is dragged onto a node in the Application Designer a new form is not created Instead a new RecordSource is added to the existing form Note Instead of the PART data object a query object OrderItemJoinPart that contains PART and ORDERITEM data is used as the RecordSource for the new grid For information about query objects see the Business Object Dev
70. n the Versata Logic Server Console You can trace end user activity for different users in the Versata Logic Server Console Tracing Monitor The Tracing Monitor displays events on a selected user This option is only available when a run time application is currently running on the Versata Logic Server Note Before starting this task make sure that the Versata Logic Server Locator and the Versata Logic Server are running For instructions on starting the Versata Logic Server Locator and the Versata Logic Server see Starting the Versata Logic Server on page 48 To trace end user activity 1 From the Versata Logic Studio execute the _Demo sample application If you need instructions see Executing the application on page 70 Start the Versata Logic Server Console if it is not already running Inthe Versata Logic Studio choose Tools gt Versata Logic Server Console or click the toolbar button Inthe Logon to the Versata Logic Server dialog enter the required information and click OK You should be able to use the following defaults m Admin login sa Admin password leave blank Versata Logic Server leave blank In the Versata Logic Server Console expand the Versata Logic Server object the machine and the Monitor object Expand the User Sessions folder and select a user session to trace Do not select the Console session as this represents the Versata Logic Server Console rather than an applica
71. nennen terere tre 56 Designing the application eerte hebetes Et E Re bee soie ovens 56 Previewing the application rete n e OU ERR HEP RR REO EU Rr e eite 56 Executing the application d Eee din dine re a UR ecd Eee 57 Adding objects to an HTML application sees entente enne en nennen trennen 59 Opening the previously created application eene nennen eren 59 Adding an ORDERS page that can be opened from the CUSTOMERS 59 Adding a grid of PARTS to the ORDERS page enne eerie nennen 60 Adding another grid of ORDERS to the CUSTOMERS eene enne 60 Changing transition prefixes saisi Ais iee iee einen nde RU ERROR E etr eb eter diete iR 61 Adding PART page eonun rre D RE EDU EUER ae he E eph 61 Comparing design time and run time application 63 Comparing features in a sample 63 Exploring page transition properties eene nere 64 Exploring picks sed in 5 1 tices tes sek co ere Hr ee o T T p 65 Exploring editable grids ie pe e Ere et po EET UE IE em rebel 65 LESSON 6 Creating Java Applications 4 ecce esee e eee ee eere ee eere sees e eeesseseeeseees 67 OVGEVIEW iai oe CERO DU DH
72. nsitions to related pages You can think of transitions as the logic that determines the flow of the application from one page to the next For example a transition may occur when a button is clicked Transitions can be quite sophisticated as in this example where an ORDERS grid is generated on the existing pCUSTOMERS page In the run time environment this ORDERS grid displays data for the current customer Selecting a row and clicking the Orders button displays the Order page populated with details of that order Opening the previously created application To open Simple_HTML in the Versata Logic Studio 1 2 3 In the Versata Logic Studio Explorer expand the Client Applications folder Expand the HTML Applications folder Double click Simple_HTML or the icon beside it to launch the application in the Application Designer Adding an ORDERS page that can be opened from the CUSTOMERS page To add an ORDERS page that can be opened from the CUSTOMERS page 1 In the Versata Logic Studio Explorer expand Business Logic CustomerOrders and Queries Drag the OrderJoinSalesRep query object into empty space in the Application Designer In the Choose Display Style for OrderJoinSalesRep Data dialog ensure that Display is selected Click the Next button In the Choose Page Style dialog accept Default as the page style Click the Next button In the Choose Additional Options dialog de select Create Transitions and Create Paren
73. nstantiated objects also support the save method which depending upon row state executes an insert update or delete enforcing the restrictions defined in the business rules As users view and modify data Java components execute on the Versata Logic Server to enforce the transaction logic The Versata Logic Server Console is a Versata Logic Studio generated Java application that provides seamless enterprise wide management of the Versata Logic Server system components and of the business objects hosted in the Versata Logic Server You can use the Versata Logic Server Console to manage the following major system components servers connections sessions and transactions You can manage different aspects of the different types of component The Versata Logic Server Console allows you to monitor rule processing to ensure that the business logic executes as you intended In this section you use the Versata Logic Server Console to trace system activity and rule execution on the _Demo sample application For more information about the Versata Logic Server Console see the Administrator Guide This section includes the following tasks Enabling tracing in the Versata Logic Server Console on page 95 Observing system activity on page 96 m Observing rule execution on page 97 Observing server event execution in a Java application on page 98 ENABLING TRACING IN THE VERSATA LOGIC SERVER CONSOLE Enabling tracing i
74. ode Next choose the event in the form AfterColUpdate to display its event handling code Note that the code for both events invokes the method ShowEmpTypePanel This method is defined at the form level and is invoked by both controls associated with type hierarchies Note Be sure to close any instances of forms properties sheets or the Code Editor in the design time environment before proceeding to the next step 81 IMPLEMENTING SPECIALIZED CONTROLS AND JAVA CODE Implementing specialized controls and Java code 82 Explore query behavior coding For instructions see Exploring code for query behavior In this section you explore the Versata Logic Suite s Tree control as well as event handlers for query behavior and control of focus in a Java application Throughout this section you toggle between the design time and run time elements of the sample application Client_Tree_Customers to review several key customizations of controls and code To explore specialized Versata Logic Suite controls and Java code Open the Client_Tree_Customers application in the Application Designer 2 Execute the application If you need instructions see Executing the application on page 70 You now can toggle between the compiled Client_Tree_Customers and its development environment by pressing ALT TAB on page 83 Explore Tree control implementation For instructions see Exploring Tree control
75. ogic Server The Versata Logic Server Deployment wizard automatically rebuilds and compiles all Java component files for business objects before copying them to the Versata Logic Server Informational messages warnings and errors are listed in the bottom pane of the Versata Logic Studio window For more information about deploying business objects to the Versata Logic Server refer to the chapter Building and Deploying Business Objects in the Business Objects Developer Guide To deploy the sample business objects to the Versata Logic Server 1 Open the SampDB 1 repository in the Versata Logic Studio 2 Startthe Versata Logic Server Locator and the Versata Logic Server if they are not already started For instructions see Starting the Versata Logic Server on page 48 3 From the Managers menu select Deployment Manager or press F8 4 In the Choose Deployment Target dialog select Deploy Transaction Logic under Versata Logic Server and click the Next button 5 In the Deployment Options dialog indicate the cases in which business object files should be rebuilt and recompiled before deployment and click OK Force indicates that files for all objects should always be rebuilt and or recompiled before deployment Incremental indicates that only files for new or changed objects should be built and or compiled before deployment None indicates that no files should be built and or compiled before deployment Files are
76. olate this rule would be rejected a Action rules These rules contain possibly multiple conditions that are evaluated and specify the user supplied Java method call that executes if the conditions evaluate to True For example notify the associated employee s sales manager by email whenever an order greater than 50 000 is placed Types of attribute level rules are Derivation rules These attribute rules determine how an attribute s value is derived For example an attribute could be the result of a count sum formula default value or the value of a parent data object s attribute referred to as parent replicates Validation rules These attribute rules determine how an attribute is validated and can be formulas or coded value lists Presentation rules These rules control how the data is presented and consist of labels and formats such as currency and so on 37 REVIEWING THE RULES TO VALIDATE CUSTOMER CREDIT Reviewing the rules to validate customer credit 38 Under this requirement if a customer attempts to order parts whose value causes the credit limit to be exceeded the order should be rejected Working in a top down manner you can examine how the constraint and related rules enforcing this requirement are declared in the Versata Logic Studio s Transaction Logic Designer To review the rules that implement this requirement 1 In the Versata Logic Studio with the SampDB1 repository opened select
77. ons see Registering a Bean in the Versata Logic Studio on page 90 Add the Bean to the form For instructions see Adding the Bean to a form on page 91 Assign properties to the Bean For instructions see Assigning properties to the Bean on page 91 For an example of a Versata Logic Suite application that incorporates a Bean see the Client JavaBean sample application in the sample repository Registering a Bean in the Versata Logic Studio To register a Bean 1 2 3 From the Versata Logic Studio menu choose Tools Add Object to System Registry In the Add Object to System Registry dialog select the JavaBean option then click Add In the Choose Java Bean dialog browse to the directory where the jar or c1ass file for the Bean is located A sample bean is located in lt versata_install gt Samples SampDB1 Source ClientApps JavaApps Client_JavaBean app molecule jar Select the Bean file and click the Open button 5 Click the OK button when the message box confirms that the Java Bean has been added WORKING WITH JAVA BEANS Adding the Bean to a form Before adding a Bean to a form register the Bean in the Versata Logic Studio To add a JavaBean to a Versata Logic Studio form 1 eo a FY Choose File gt New Java Application In the first wizard dialog that appears click Finish to accept all defaults In the second wizard dialog choose Empty form and click Finish In the application di
78. open open the sample repository using File Open Repository 2 Open the Simple Java application in the Versata Logic Studio If you need instructions see Opening the previously created application on page 72 3 Adda form to display ORDERS data that can be opened from the fCUSTOMERS form For instructions see Adding a form displaying ORDERS that can be opened from the fCUSTOMERS form on page 73 4 Adda grid of PART data to the form that displays ORDERS data For instructions see Adding a grid of PART data to the fOrderJoinSalesRep form on page 74 5 Add another grid of ORDERS data to the CUSTOMERS form to display unpaid ORDERS data 6 Add a form to display PART data For instructions see Adding a form to display PART data on page 75 7 Compare the design time and run time Java application For instructions Comparing design time and run time application features on page 76 8 Close the application Indesign time click File gt Close Application n run time click the X in the upper right corner See also Implementing specialized controls and Java code on page 82 Working with transitions on page 87 and Working with Java Beans on page 90 Opening the previously created application To open Simple_Java in the Versata Logic Suite 1 Expand the Client Applications folder in the Versata Logic Studio Explorer 2 Expand the Java Applications folder 3 Double click Simple Java or t
79. out on an order before the current update to the order is committed whereas QtyShipped is the quantity after the proposed commit Note that the new value for QtyOnHand includes comparisons of current and previous values for QtyOnHand QtyShipped and QtyReceived Notes on reading this formula Inserting refers to the act of adding a new record value refers to the attribute itself and OLD identifier refers to the old cached value of the attribute before committing the new value On the Attributes tab select QtyUnshipped to view its derivation Note that the value of QtyUnshipped is the sum of the ordered but unshipped quantities of each part on order The formula counts only the parts on orders that are unshipped by setting a Qualification Expression of ORDERITEM ShippedFlag false This ensures that only orders that have not yet shipped are included in the calculation On the Attributes tab select QtyReorder to view its derivation This attribute contains the value entered by an end user in the QtyReorder field If the end user does not enter a value a default of 0 is entered This default is provided because a non Null value is required for other derivations that use this attribute REVIEWING THE RULES TO REORDER PARTS IF NECESSARY 5 Examine ShippedFlag In the Versata Logic Studio Explorer double click the data object ORDERITEM The Transaction Logic Designer appears with ORDERITEM displayed On the Attri
80. ows NT you can start the Versata Logic Server Locator from the Start menu or from within the Versata Logic Studio using the Service Manager For information about the Service Manager see page 23 The Administrator Guide provides more details about the Versata Logic Server Locator Internet Proxy Service The Internet Proxy Service IPS is an operating system service used with Java applets This proxy allows communication between the downloaded applet on users local machines usually outside of a firewall the Web server where the application is published and the Versata Logic Server Locator that finds the Versata Logic Server s The IPS is an Object Request Broker ORB built from a Visigenic daemon The IPS provides a solution in environments where a firewall allows only HTTP packets to go through The IPS converts HTTP packets from the applets into IIOP packets that can be forwarded to the Versata Logic Server and also converts packets from the Versata Logic Server to HTTP packets You can start the IPS from the Start menu or from within the Versata Logic Studio using the Service Manager For information about the Service Manager see page 23 PRODUCT OVERVIEW The IPS should be installed on the same machine as the Web server The IPS has a configuration file where you can set different properties to provide functionality for different application architectures For details see the Administrator Guide Service Manager
81. p Exploring picks used on forms Task Examine the use of picks in forms to populate a foreign key for Java applications m Users pick a foreign key from a combo box The selected foreign key populates the combo box Related fields are populated with values from the row of the data object where the foreign key resides as a primary key COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES Picks are automatically enabled during form creation To disable picks disable the Create Parent Picks radio button in the wizard dialog Choose Additional Options m The Versata Logic Studio represents picks as a text box with an arrow next to it Design time Run time In the _Demo folder of the Versata Logic Studio Explorer click the beside the OrderJoinSalesRep form to display the objects it contains Then right click the TTZEMPLOYEES pick object and choose Properties On the Query tab note the Additional Where Clause of EmpType C which specifies that only Sales Reps are valid candidates for the pick On the Open Orders grid on the Customer form pick the first order and click the Order Detail hyperlink The Order form appears On the Order form note that the Sales Rep field provides pick functionality Even though it is not the foreign key it is joined from the EMPLOYEES data object From the combo box pick another Sales Rep by double clicking its row in the popup Choose grid and note that the name and cor
82. perties Compare two otherwise identical fields with different display modes in run time and in the Control Properties of the Form Designer Design time Run time In the application diagram double click the CUSTOMERS_Grid node to display it in Form Designer Right click the Select State field which is a VSChoice control and then choose Properties The DisplayMode property is Query By contrast display Properties for the State field below the grid The DisplayMode is Data In the run time application click Find a Specific Customer to launch the Customers form in query mode Click Get Data to display the first customer in the list 89 WORKING WITH JAVA BEANS Working with Java Beans 90 Java Beans or Beans are interchangeable reusable components that add functionality to Java applications Their architecture is modeled on the same reusable component architecture that is used in other reusable software components such as OCXs and widgets Like these other components Beans have properties and methods that may be addressed through property sheets and APIs Beans are fully implemented as of JDK 1 1 8 Beans are design time components unlike classes which are run time components That is Beans are used by the Versata Logic Suite in design time Classes and instances of classes are used by the Java VM at run time To use a Bean in a form 1 Register the Bean in the Versata Logic Studio For instructi
83. rated development environment IDE for designing building and deploying a data model business rules and Web enabled applications The Versata Logic Studio includes designers managers wizards and other utilities that automate many of the tasks for developing transaction logic and Java and HTML applications including automated code generation In the Versata Logic Studio you can Model database objects and their relationships to each other You can reengineer and deploy data model information from and to supported database servers 19 PRODUCT OVERVIEW 20 Input transaction logic as declarative business rules using the Versata Logic Suite SQL like rules language You can build transaction logic into CORBA objects In the Versata Logic Studio and deploy them to the Versata Logic Server Design application user interfaces the forms or pages to be included in each application the data to be displayed on each form or page and the navigations between pages Refine the appearance of forms or pages You can use the Versata Logic Studio supplied archetypes to promote standardization and reuse of styles Also you can edit each form or page as desired For HTML application development the Versata Logic Studio includes a Page Designer and also integrates with external HTML editors so that you can use these editors to modify your Versata Logic Studio generated applications Customize automatically generated presentation log
84. re connectivity to another type of data source you can write your own custom Connector code For more details about Versata Connectors and the XDA framework see the Business Object Developer Guide 23 PRODUCT OVERVIEW 24 Deploying the Sample Data Model 25 OVERVIEW Overview 26 A Versata Logic Studio application must be based upon a data model that is a logical representation of the data stored in the database In addition a Versata Logic Studio application must include transaction logic that describes the data processing rules when users make changes to the data Later sections of this tutorial explain how to declare business rules that implement data processing requirements and how to develop application user interfaces Before you begin those tasks we recommend that you become familiar with the setup of Versata Logic Studio applications by looking at the sample database sample business rules and sample applications provided with Versata Logic Suite This section explains how to create a Microsoft SQL Server database and use the Versata Logic Studio to copy the sample data model and test data from the Versata Logic Suite repository to the database server After you complete these steps you can run sample applications Note m The SQL Server instructions require the software for Microsoft SQL Server and SQL Enterprise Manager If you do not have this software you might want to install an evaluation cop
85. responding Sales Rep ID fields are populated Note Be sure to close any instances of forms properties sheets or the Code Editor in the design time environment before proceeding to the next step Exploring an event Task Compare the bar chart in the run time Customers form with its editable event code in the design time Code Editor Visual elements in Versata Logic Suite applications are implemented using Java events The bar chart uses drawGridCell Design time Run time Select the CUSTOMERS Grid node in the application diagram and double click to open the form Right click the grid and choose Events If it is not already displayed select grdT1CUSTOMERS from the Controls drop down list Then choose drawGridCell from the Events drop down list The Java code for the drawGridCell event is displayed in the editing pane of the Code Editor Click the Customer image button to launch the Customers form In the Balance attribute note the bar chart Click the column heading once to sort in increasing order click again to sort in decreasing order Note Be sure to close any instances of forms properties sheets or the Code Editor in the design time environment before proceeding to the next step 79 COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES 80 Exploring form transition properties Task Notice how the behavior and filtering of transitions are controlled by transition properties Tran
86. rough the Customer or Parts forms buttons for both are provided on the StartupForm when you run the application Otherwise as in the single form application in the first exercise no StartupForm appears 3 Note how business rules are implemented You do not need to write code for transaction logic as it is stored in the Versata Logic Server as business rules Because business rules reside on the Versata Logic Server they apply across applications and are automatically applied to all relevant transactions These rules are centrally enforced in the Versata Logic Server avoiding the performance and integrity issues associated with fat client applications 76 COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES 4 Examine business rules in the repository Inthe run time application display the Parts form and then click any cell in the Type attribute The cell becomes a combo box because the business rules for this attribute identify a set of valid values To see the business rules underlying this behavior toggle to the design time application then double click the PART data object in the Explorer under Business Objects Data Objects to display the Transaction Logic Designer for this object m Under the Attributes tab click the grid row Type and then click the Validation Data Type tab Upon selection the Validation DataType tab lower half of the screen opens and shows that Validation Type is a Coded Values List
87. rver 32 You should deploy the sample data model to a database server before you deploy sample business objects to the Versata Logic Server so that the correct database connection properties can be created for the business objects You also should transfer sample data during deployment to the database Deployment is explained in the following instructions Note The following procedure assumes that the database server is running To deploy the sample data model and data to a database server 1 Choose Start gt Programs gt Versata Logic Suite 5 5 CORBA Edition gt Versata Logic Studio Open the sample repository by selecting it as the program loads or by choosing File gt Open Repository from within the Versata Logic Studio The sample repository is located in the lt install_directory gt Samples SampDB1 Source folder and is called SampDB1 xm1 In the Open Versata Repository dialog click the Existing tab and browse to this folder and click OK Choose Managers gt Deployment Manager then select Database Server as the deployment target and click the Next button In the Server Manager Introduction dialog choose the type of server that you are using and click the Next button In the Connect For Auto Selection dialog ensure that this option is disabled and click the Next button In the Select Data Objects dialog select all of the database objects by clicking the double chevron button gt gt Click the Next button In
88. saction logic and process logic in your business objects The integration features and documentation for those features is only available if you have purchased the Process Logic Add On Versata Logic Suite Library PDF Manuals The following pdf files comprise the Versata Logic Suite Library w Getting Started Guide GettingStarted pdf Provides basic installation and configuration steps for the Versata Logic Studio Versata Logic Server and other products needed to run the Versata Logic Suite Tutorial Tutorial pdf Steps you through features of the Versata Logic Suite It also describes Java and HTML sample applications and shows you how to create your own Java and HTML applications with presentation design only Architecture and Project Guide Axchitecture amp ProjectGuide pdf Introduces the system architecture project development process and team development functionality of the Versata Logic Suite This guide also contains a glossary of Versata Logic Suite Java and database terms viii PREFACE VERSATA LOGIC SUITE DOCUMENTATION Business Object Developer Guide BusinessObjectDeveloperGuide pdf Describes how to use the Versata Logic Studio to design a data model and transaction logic for applications Sections of this manual explain data object and query object definition business rules development data model and transaction logic deployment and rules testing Application Developer Guide ApplicationDe
89. sdb and Northwind databases are sample databases Right click on the Databases folder and from the menu choose New Database In the Database Properties dialog box enter a name for your database in the Name field for example OrdersDB Notice that the file name for the database has Data appended to it Do not be concerned that the initial size for your database is only IMB you will set the database to automatically grow as new data is added to it Under File Properties click to check the Automatically grow file check box and select the By percent button leaving it set at 10 This Create Database dialog also creates a Transaction Log file the name of which you can determine by clicking on the Transaction Log tab This file records all transactions you make on the database such as dropping and recreating tables 6 Click OK to create the database After you create the database an icon appears for it along with the other database icons If you expand the new database folder and double click the tables icon you ll notice that there are a number of tables beginning with sys added These are system tables that the database will use Do not alter or drop these tables Creating a Microsoft SQL Server database login In this task a user on the new Microsoft SQL Server database is created You will use this user later to deploy a Versata Logic Suite data model to the new database Note This procedure assumes that you have alr
90. sed to demonstrate the steps involved in preparing business objects to be accessed through Versata Logic Server Console so that users can get up and running quickly In production environments however for security reasons you would not give the Public role full privileges since Public is a predefined role conferred automatically on any valid user of the Versata Logic Server Console Note The Versata Logic Server and the Versata Locator must be running before you attempt to start the Versata Logic Server Console For instructions see Starting the Versata Logic Server on page 48 To set up business objects security in the Versata Logic Server Console 1 Start the Versata Logic Server Console m In the Versata Logic Studio choose Tools gt Versata Logic Server Console m Or click the Versata Logic Server Console toolbar button from the Versata Logic Studio Or choose Start gt Programs gt Versata Logic Suite 5 5 CORBA Edition gt Versata Logic Server Console 2 In the Logon to the Versata Logic Server dialog enter the required information and click OK You should be able to use the following defaults a Admin login sa Admin password leave blank Versata Logic Server leave blank 3 Versata Logic Server Console expand the Versata Logic Server object the machine the Administration object and the Roles folder 4 Inthe Roles folder select Public 5 Click the Privileges Business Objects tab
91. serve system activity Inthe Demo application click the Customer image button The Customers form opens Review the text in the upper trace window of the Versata Logic Server Console a Notice the symbols associated with different types of events You can click the Filter button to review the type of event indicated by each symbol For some types of events you can select the event in the upper trace window to view details about the event in the lower trace window labeled Details On the Customers form click the Details hyperlink to open the Customer form On the Customer form click the Orders button on the PaidOrders tab or the Order Detail hyperlink on the Open Orders tab to open the Order form to display unpaid orders Again review the text in the trace windows of the Versata Logic Server Console OBSERVING RULE EXECUTION Observing rule execution In this task you observe rule execution in the Versata Logic Server Console as you update data in the _Demo application To observe rule execution 1 the Order form in the Demo application modify the values for Quantity for the first two line items and click the Save button 2 Review the entries in the upper trace window of the Versata Logic Server Console Note that a number of entries are written as the transaction is processed and that most recent entries are at the top 3 Scroll down through the trace window so you can see the first entries at the bo
92. sign where you code specific logic for each transaction you state rules about data The system then automatically reuses these rules across all relevant transactions This reuse eliminates errors that can occur in manual design and coding For example when you state that the customer balance is the sum of the unpaid orders you do not need to design event or transaction handling logic for related transactions such as inserting orders and deleting orders in which the customer balance is calculated System defined ordering The system computes the correct and most efficient order of rules processing Furthermore this processing order is recalculated each time you modify the rules during iterative development or maintenance Automatic optimization The rules compilation process automatically partitions your code to the Versata Logic Server and employs sophisticated algorithms to minimize network and I O overhead To maintain consistently good performance these optimizations are recomputed each time you modify business rules This section includes the following Automating business functions with rules on page 37 a Reviewing the rules to validate customer credit on page 38 Reviewing the rules to compute the total order amount on page 40 a Reviewing the rules to reorder parts if necessary on page 42 a Reviewing the rules that automate freight charge calculations on page 44 36 AUTOMATING BUSINESS FUNCTIONS WI
93. sition types on page 87 Review zoom transition directions For instructions see Reviewing zoom transition directions on page 88 Review initial form behavior properties For instructions see Reviewing initial form behavior properties on page 88 Review grid versus query behavior For instructions see Reviewing grid versus query behavior on page 89 Reviewing transition types In this section you compare two different types of transitions for the same data in the same form consider the advantages of each and learn how to change the type of transition The Versata Logic Studio provides two types of transitions Show Related which initiates a query whose results are displayed on the target form This type is appropriate when data is not already displayed on the source form For example it could be used to display details about a part for a line item in an order Zoom which typically launches a detail form that tells more about a selected row in a grid No query is required as the target form shares the current query results from the source form In practical terms performance is faster as no query is required Changes on the target form including insertions and deletions are reflected in the source grid 87 WORKING WITH TRANSITIONS 88 Reviewing zoom transition directions Notice that Zoom transitions can move in either direction between Display and Grid style RecordSources These transitions
94. sitions are most easily visualized by comparing the connecting arrows in the Application Designer with the jumps that occur when form buttons are clicked Design time Run time In the _Demo folder of the Versata Logic Studio Explorer expand the StartupForm to show its children Double click the transition T6fDepartment to launch its properties sheet The Additional Where Clause on the Query tab limits choices to those departments with no head department Still in Demo expand the fDEPARTMENT form to display the objects it contains Double click the T8fDepartment transition to open the transition properties sheet The properties sheet indicates that this is a zoom transition meaning that it re uses the current data to populate the target form In the run time application click the Departments image button to launch the Department form Note that the scalar field Name contains Executive The grid below lists immediate sub departments of the Executive department In the grid click the Sales row and then click the Departments button This hyperlink launches or transitions to a new instance of the Department form showing Sales at the top with Sales sub departments such as NE Sales and SE Sales in the grid Note Be sure to close any instances of forms properties sheets or the Code Editor in the design time environment before proceeding to the next step COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES
95. t Picks Click the Next button In the Create Master Detail on New pOrderJoinSalesRep Page dialog simply click the Next button In the Create Master Detail on Parent Pages dialog pPCUSTOMERS should be checked Click the Finish button Execute the application clicking Yes when prompted to save the application 59 ADDING OBJECTS TO AN HTML APPLICATION 9 Login as you did earlier enter sa in the name field and leave the password and server name fields blank then click Login 10 Explore the changes in the application Design time Run time The pOrderJoinSalesRep node appears in the Note that the Customer page now contains a grid Application Designer with an arrow representing that lists orders for the current customer Select the transition from the pCUSTOMERS node any row and then click the pOrderJoinSalesRep hyperlink to display order details in the Order page Click the Back button to return to the Customer page 11 Close the run time application Note You can execute the application as often as you wish to view run time results of changes that you have made in design time These instructions will not request execution again until the final application object is added Adding a grid of PARTs to the ORDERS page In the prior example we created a new page to display order information There is another option to add a new RecordSource to an existing page This is accomplished by dragging an object onto an e
96. tensive sample applications are provided to illustrate features of the HTML and Java applications generated by the Versata Logic Suite with presentation design only These sample applications include example code for you to use to implement complex features more easily The samples and sample database are located in the Samples directory where you install the Versata Logic Suite The vsamples hlp file located in the Help directory provides detailed descriptions of the sample database rules examples and sample applications with presentation design only In addition the most recent description of each sample application is located in the About app rtf file in each sample application folder in the Versata Logic Studio Explorer To access the Versata Logic Suite sample applications with presentation design only 1 Launch the Versata Logic Studio 2 Open sampDB1 xml the sample database as your repository 3 Expand the Client Applications folder in the Versata Logic Studio Explorer 4 5 Select a particular sample application and run it Review the About app rtf file in that sample application folder Files tab or choose Help gt Samples to launch vsamples h1p for information about that sample application Versata Web site Browse the Versata Web site at www versata com for the latest information about xii Versata Logic Suite products upgrades and demos Sales Employment opportunities Training Pro
97. tes tab select ActBalance to view how the value is derived If necessary scroll through the grid to locate it After selecting ActBalance note in the Derivation tab that it is defined as the sum of values in the OrderTotal attribute of the data object ORDERS Sums can be qualified such that only the rows that satisfy the specified conditions included in the sum In this example the condition OrderPaid false must be met before the OrderTotal attribute is summed into ActBalance Derivations automate multi table transaction processing Whenever the value of OrderTotal changes or an unpaid order is added or deleted for a customer this rule fires in all relevant transactions and recalculates the customer s account balance For example this rule fires when the order is paid reassigned or otherwise changed REVIEWING THE RULES TO VALIDATE CUSTOMER CREDIT Review the derived value CreditLimit in the CUSTOMERS data object On the Attributes tab select CreditLimit Upon selection note in the Derivation tab that CreditLimit is defined in Derivation Type as a formula which is stated in the Formula Expression box The credit limit attribute illustrates several important features available for derivations based on formulas If logic Expressions can include complex conditional logic Old New value Expressions can reference old still in cache but not committed to the database yet and new values for the row Cha
98. the Deploy to the server or the scripts dialog choose Deploy to the Server and click the Next button In the What to deploy dialog enable the Transfer Test Data and GRANT ALL Permissions to PUBLIC and click the Next button In the Data Model Deploy Options dialog choose Drop and recreate the data model and click the Next button In the Configuration Options dialog do not enable the Generate Quoted Identifiers option Click the Next button In the Ready to Deploy dialog review your selected options and select Finish if everything is correct If not use the Back button to return to previous dialogs and make corrections then click Finish In the Select Data Source dialog click on the Machine Data Source tab and select the data source that you wrote down when you created it in an earlier step Click the OK button DEPLOYING SAMPLE DATA MODEL AND TEST DATA TO A DATABASE SERVER 13 In the Server Deployment Preview dialog review the messages presented This dialog should contain informational messages only If there are errors or warnings you may be deploying to a schema that contains tables with the same names as those in the repository In this case choose another schema and try deploying again If the deployment is in order choose Deploy Deployment may take some time depending on your database server and network 14 When the deployment is complete the Server Deployment dialog appears informing you of the succ
99. the Order hyperlink at the bottom of the page Notice that transitioning to the Order page provides more detail about the orders on the Customer page Click the Back button to return to the Customer page Click the hyperlink for any Order This jumps you directly to the Order page for that number Note Be sure to close any instances of pages properties sheets or the Code Editor in the design time environment before proceeding to the next step COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES Exploring picks used in pages Examine the use of picks to go to a new page in HTML applications Design time Run time Expand pOrder_Items then expand The Order page should already be open in the T1OrderJoinOptSalesRep to show its children browser This page contains the pick for SalesRep Right click T3EMPLOYEES and choose ID Click the arrow next to the text box labeled Properties to view the Pick Object Properties SalesRepID to go to the Choose page and click sheet Review the settings for this pick object the Select hyperlink for a different sales then close the properties sheet representative The Choose page closes and the Order page reappears with the newly selected SalesRep ID displayed At design time picks are automatically enabled during page creation To disable picks disable the Create Parent Picks radio button in the wizard dialog Choose Additional Options Atrun time users click the arrow b
100. the Versata Logic Server and HR folders Double click the EMPLOYEES Impl java file The Code Editor opens PY In the Code Editor click the event mode button rightmost of the two small buttons in the upper left of code editor screen In the Events drop down list select afterUpdate Review the code 5 When you are done reviewing the code close the Code Editor Note This custom code and its related component were already deployed to the Versata Logic Server when you completed a previous section of this tutorial Running the Server_EventAction_CreateChildren sample application To observe server event execution 1 Inthe Versata Logic Studio open the Server_EventAction_CreateChildren application 2 Execute the Server_EventAction_CreateChildren application If you need instructions see Executing the application on page 70 98 OBSERVING SERVER EVENT EXECUTION IN A JAVA APPLICATION In the Versata Logic Server Console select the user session for the Server_EventAction_CreateChildren application Enable the Trace user activity check box Optional Click the Filter button and select the events that you want to monitor in the trace In the Server_EventAction_CreateChildren application on the Employee form change the salary of the first listed employee by a small amount and click the Save button Review the text in the Versata Logic Server Console trace window Notice the symbols asso
101. the far right of the Versata Logic Studio main toolbar Open the HTML application in the Versata Logic Studio Explorer if it is not already open Execute the HTML application in one of the following ways Right click the name for the open application in the Versata Logic Studio Explorer for example Basic HTML and select Execute from the shortcut menu Press FS Choose Build gt Execute Click the Execute button on the toolbar If an Action Choice dialog appears asking whether to rebuild the application click Yes In a successful execution the login page for the application opens Note If your application does not execute Confirm that the Versata Logic Server is running See Starting the Versata Logic Server on page 48 Verify that Database and Schema properties are specified for the data server in the Versata Logic Server Console See the Administrator Guide for more information Confirm that the Tomcat Web Server is running 57 CREATING A SIMPLE HTML APPLICATION 6 Enter sa in the login field 7 Leave the password blank 8 Leave the server name blank to default to the local Versata Logic Server 9 Click the Login button This opens the HTML application in your Web browser 10 To close the run time application choose File gt Close 58 ADDING OBJECTS TO AN HTML APPLICATION Adding objects to an HTML application When you add a new page the Add Page wizard can generate tra
102. tion Enable the Trace user activity check box Optional Click the Filter button and select the types of events that you want to monitor in the trace The following types are available Error events occur when an error message displays An error message prevents the current action from being completed Information events include events such as transactions beginning m Warning events occur when a warning message displays A warning message allows the current action to complete Database events occur when data is retrieved from or saved to the data source Component events occur when business object code including rules execution code is processed on the Versata Logic Server 7 Now you can observe system activity in the upper window 95 OBSERVING SYSTEM ACTIVITY Observing system activity 96 In this task you observe system activity in the Versata Logic Server Console upper tracing window as you open forms in the _Demo application Note If you need more detail about a particular event select that event in the upper window and more information will display in the Details window At any time click the Clear button to remove the trace text from the Details window At any time click the Save event log button to save the trace data to a log file Click the OK button to the confirm message Note that the file will only contain the trace that has occurred since the last Clear or since the last Save To ob
103. ttom then review the entries from the bottom up Notice the symbols associated with different types of events You can click the Filter button to review the type of event indicated by each symbol For some types of events you can select the event in the upper trace window to view details about the event in the lower trace window labeled Details 97 OBSERVING SERVER EVENT EXECUTION IN A JAVA APPLICATION Observing server event execution in a Java application In this section you review an example of procedural code added to the EMPLOYEES data object in the sample database to extend the logic of declarative rules This code creates an event that is executed when the specified data object is updated Next you use the Versata Logic Server Console trace facility to observe rule execution by the component that has been extended with procedural event code while running the Server_EventAction_CreateChildren sample application You can add your own event code to Versata Logic Server components Your code can call other services such as email and message oriented middleware Your custom code is preserved when you make changes to rules and rebuild components Note Before starting this task be sure to close the _Demo application Also close its application in the Versata Logic Studio Reviewing event code in the EMPLOYEES data object To review server event code 1 Inthe Versata Logic Studio Explorer click the Files tab Expand
104. utton next to the pick text box to go to a new page where they can make another selection Note Be sure to close any instances of pages properties sheets or the Code Editor in the design time environment before proceeding to the next step Exploring editable grids Compare design time changes made in Application Designer with the changes reflected at run time Editable grids allow users to modify attributes at run time in their Web browsers Design time Run time Expand pOrder Items to show its children On the Order page notice that the Qty Ordered Double click T4OrderItemJoinPart to open the amounts appear in a text box that you can edit RecordSource Properties sheet Click the Change the Qty Ordered for any order and click Attributes tab Select QtyOrdered Notice that the the OK button The Versata Logic Suite archetype is a GridTextBox Now click the automatically updates the Amount field HTML Object tab and see that Allow Delete Allow Insert and Allow Update are selected Close the properties sheet 65 COMPARING DESIGN TIME AND RUN TIME APPLICATION FEATURES 66 Creating Java Applications 67 OVERVIEW Overview 68 Applications are modeled using the Application Designer Included in the Application Designer are wizards that create the application objects an application diagram that displays the flow of the application and properties sheets that provide easy access for setting the properties
105. veloperGuide pdf Describes how to use the Versata Logic Studio to create the user interface for applications with presentation design only Sections of the manual explain HTML and Java application development application deployment application testing and application delivery Administrator Guide Administ ratorGuide pdf Describes how to administer deployed objects and define security in the Versata Logic Server through the Versata Logic Server Console and server code Reference Guide ReferenceGuide pdf Contains reference information including the Versata Logic Studio user interface help a high level summary of system class libraries details about repository 1 and dtd files and a glossary of terms Migration Guide Migrat ionGuide pdf Provides guidelines for upgrading to release 5 5 of Versata Logic Suite from a previous version PDX Guide PDXGuide pdf Describes how to use the user interface development features included in PDX These features have now been integrated into the core Versata Logic Suite product Using PDX Frameless Archetypes Using PDX Frameless Archetypes pdf Describes how to use the Frameless Archetypes feature included in PDX This feature has now been integrated into the core Versata Logic Suite product Versata Logic Suite User Interface Help The Versata Logic Suite User Interface Help is provided in a Microsoft HTML help file called vstudio chm This help file provides context sensitive h
106. xisting node in the Application Designer modifying the original page instead of creating a new page 1 Drag the query object OrderltemJoinPart onto the pOrderJoinSalesRep node 2 In the Choose Data Dependency dialog click Finish to accept all defaults for the new RecordSource Or click the Next button review all succeeding dialogs and accept the defaults in each one This latter option allows you to review all of the choices available Adding another grid of ORDERS to the CUSTOMERS page In this step you will add a second instance of the RecordSource ORDERS to the pCUSTOMERS page but use a different filter to display unpaid orders The Versata Logic Studio automatically generates tab sheets on the page to display multiple instances of a query object To add a grid of unpaid orders to the CUSTOMERS page 1 Drag the query object OrderJoinSalesRep onto the CUSTOMERS node 2 In the Choose Data Dependency dialog click the Next button 60 ADDING OBJECTS TO AN HTML APPLICATION In the Choose Display Style for OrderJoinSalesRep Data dialog click the Filter and Sort Records button The Expression Builder dialog appears Double click the object ORDERS OrderPaid bottom left of screen in the Attributes tab Click the operator from the two rows of equation buttons Expand ORDERS OrderPaid selected previously to display its two Boolean children and double click No False In the Selection Condition field the expression
107. y capability Designing the application To develop a simple HTML application 1 Choose File gt New HTML Application to launch the New Application wizard 2 In the Choose Application Style dialog accept the System Default This dialog displays a preview of the page and a description of the style in the Style Description box Click Next 3 In the Finished dialog click Finish to create the new application 4 In the Choose Main Source of Data for New Page dialog make sure that the Data driven page radio button is selected Click the Data Objects tab double click the CustomerOrders group folder and select CUSTOMERS 5 Click Finish to accept the remaining default options When you click Finish the Versata Logic Studio creates an application named Project creates a node pCUSTOMERS in the Application Designer and lists the page definition in the Versata Logic Studio under HTML Applications To save the HTML application It is recommended that you save applications with a descriptive name instead of using the default Project 1 Choose File Save Application 2 In the Application Properties dialog enter Simple HTML in the Project Name field 3 Click the OK button The Simple HTML application will now appear under HTML Applications in the Versata Logic Studio Explorer Previewing the application You can preview the HTML application you created by reviewing its objects in the Versata Logic Studio Explorer and the Appl
108. y from the Microsoft web site You also can use other supported database servers To use a different database server consult its documentation about setting up a database and then skip to Setting up an ODBC System Data Source Name DSN on page 30 This section explains the following tasks Setting up a Microsoft SQL Server database on page 27 Setting up an ODBC System Data Source Name DSN on page 30 Deploying sample data model and test data to a database server on page 32 SETTING UP A MICROSOFT SQL SERVER DATABASE Setting up a Microsoft SQL Server database These procedures describe how to create a simple Microsoft SQL Server database for application development and testing These procedures do not optimize for performance or other resource considerations Refer to the product documentation for information about these considerations In fact if you have any problem implementing these instructions please refer to the Microsoft SQL Server production documentation These procedures assume the following You have Microsoft SQL Server 7 0 with SQL Enterprise Manager installed on your local machine You have full permissions on the Microsoft SQL Server where the database will be set up Microsoft SQL Server is running For assistance in meeting these prerequisites contact your system administrator For instructions on starting Microsoft SQL Server see the user documentation for the RDBMS To set up

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