custom archive solution for businessobjects xi dell stinnett, zc sterling

Custom Archive Solution for BusinessObjects XI

Custom Archive Solution for BusinessObjects XI

Dell Stinnett, ZC Sterling

Copyright © 2006 Business Objects S.A. All rights reserved.Slide 3

Introduction

Configuration

Daily Process

Viewer

Q&A

Topics


ZC Sterling A leading provider of mortgage outsourcing services

• Hazard insurance• Real estate tax servicing• Voluntary Products• Customer care• Best Shores

BusinessObjects XI R2 Recent migration from Seagate Info 7.5 Custom programs Folders organized by product line – Tax, Hazard, etc.

Introduction


Regulatory Requirements Tax data – keep for 7 years Sarbanes-Oxley

Historical Research Claims Proof that letters were created Compare last year to this year

Why Archive?


Day limits Default per product line Customizable by report

Online vs. offline storage

Automatic daily process Scheduled inside BusinessObjects XI

User interface to view reports Search by:

• Report title• Date• Parameter values

Search active and archived reports

Solution Requirements


BOECommonInfo Connection to Central Management Server Translate Names to ID’s and vice-versa Get info about all sub-folders or reports in a specified folder

BOEFolderInfo structure Foldername ID ParentID

BOEReportInfo structure Reportname ID ParentID Kind

Utility Classes

Provide common functionality and structures


Introduction

Configuration

Daily Process

Viewer

Q&A

Topics


Configuration Tables


Demo - Configuration Application 1/2

Utility for setting up products and Report Definitions


Demo - Configuration Application 2/2


Starts at the product base folderRecursive method walks through folders to get report informationprivate void LoadFromFolder(Int32 parentID, Int32 productFolderID, Int32 productKey){ List<BOEFolderInfo> folders; List<BOERptInfo> reports; folders = _common.GetFolderList(parentID); foreach (BOEFolderInfo folder in folders) { LoadFromFolder(folder.ID, productFolderID, productKey); reports = _common.GetReportsInFolder(folder.ID); if (reports.Count > 0) LoadReports(reports, productKey); }}

Load Report Definitions


Introduction

Configuration

Daily Process

Viewer

Q&A

Topics


Add new active instances to Report_Instance table

Determine number of days active reports are kept

Move old report instances to archive folders

On first of month, move very old reports from archive to offline storage

Daily Report Archive Process

For Each Report Definition


Used to determine actual path to active reportsprivate string getOutputServerPath(){ string result = string.Empty; string query = "Select * From CI_SYSTEMOBJECTS " + "Where SI_FRIENDLY_NAME like ‘Output%'"; using (InfoObjects servers =

_common.BOEInfoStore.Query(query)) { if (servers.Count >= 1) { Server server = (Server)servers[1]; FileServerAdmin serverAdmin =

new FileServerAdmin(server.ServerAdmin); result = serverAdmin.RootDirectory; } } return result;}

Determining Output Filestore Path


For each report, find the instancesprivate void SaveRptInfo(int rptID,

DateTime lastArchive){ string compareDate = (lastArchive.ToUniversalTime()).ToString(

"yyyy.MM.dd.hh.mm.ss"); string query = "Select SI_NAME, SI_ID, SI_DESCRIPTION, " + "SI_UPDATE_TS, SI_FILES, SI_PROMPTS " + "From CI_INFOOBJECTS Where SI_INSTANCE_OBJECT=1 " + "And SI_SCHEDULE_STATUS=1 " + "And SI_UPDATE_TS>='" + compareDate + "'" + "And SI_PARENTID=" + rptID + …

Save the report information

Get Report Info for Archive - Report


Save the parameter informationprivate void SaveParamInfo(Report rpt, int instanceKey){ ReportParameters paramList = rpt.ReportParameters; ReportParameterRangeValue rangeParam; ReportParameterSingleValue singleParam; for (int i = 1; i <= paramList.Count; i++) { if ((paramList[i].ParameterName.Substring(0, 2).ToUpper() != "PM") && (paramList[i].CurrentValues.Count > 0)) { if (paramList[i].SupportsRangeValues) { rangeParam = paramList[i].CurrentValues[1]; SaveRangeParamData(paramList[i].ParameterName, rangeParam.FromValue.ToString(), rangeParam.ToValue.ToString(), instanceKey); } else { singleParam = paramList[i].CurrentValues[1]; SaveSingleParamData(paramList[i].ParameterName, singleParam.Value.ToString(), instanceKey); }…

Get Report Info for Archive - Parameters


Report instance date is earlier than today – days to keep

private void CopyFile(string newPath, Report rpt){ string fromFile = rpt.Files[1].Name.Replace("frs://Output", _outputRoot); fromFile = fromFile.Replace('/', '\\'); FileInfo fi = new FileInfo(fromFile); int i = fromFile.LastIndexOf('\\'); string toFile = newPath + fromFile.Substring(i + 1); fi.CopyTo(toFile, true);}

Copy Report File to Archive


Introduction

Configuration

Daily Process

Viewer

Q&A

Topics


When loading application Get a list of reports to which the user has view rights

User selects Report title Date range in which the report was run

Parameter selection/search Is any value Starts with Ends with Contains Equals Is less than Is greater than

Archive Viewer Application


Demo – Search and View Application


Questions Dell Stinnett, Senior Software Engineer, ZC Sterling I will repeat questions to ensure everyone can hear

Contact information Email: [email protected] Website: http://www.geocities.com/geekgurl7/ Intro.html

Q&A

custom archive solution for businessobjects xi dell stinnett, zc sterling

Documents

introduction slide

business objects

report definitions slide

zc sterling slide

custom application

reports search

custom programs folders

custom archiving requirements