2015 16th Annual PABUG Conference Extending Document Delivery using Perceptive Nolij Web APIs Frank...

2015 16th Annual PABUG Conference

Extending Document Delivery using Perceptive Nolij Web APIs

Frank MilewskiDirector AISSwarthmore Collegefmilews1swarthmoreedu

Jean PagnottaProgrammerAnalystSwarthmore Collegejpagnot1swarthmoreedu


General Announcementsbull Please turn off all cell phonespagersbull If you must leave the session early

please do so as discreetly as possible bull Please avoid side conversations

during the sessionbull Questions will be answered hellip

Thank you for your cooperation


To receive CPE credits for this session (if eligible) complete the CPE Attendance Form on the PABUG Annual Conference website

httppabugorgpennsylvania-banner-users-group-annual-conferencecpe-credits

or via the PABUG conference app

For additional questions please contact

Kim Fremont CPE - Coordinator httppabugorgcontact-us

CPE Credits - Wersquove gone electronic


The situation or the problem

bull Distribute documents to the campus community without consuming Nolij Web licenses

bull Easy way to manage users that is an efficient method of giving access to new employees and to also remove access when an employee leaves the college

bull Majority of users only view documents - they are not scanning indexing merging etc

bull Provide a familiar interface for the majority of the users viewing documents

bull Java issues


What is available to address the issuesbull Environment

ndash Ellucian Bannerndash Oracle DBMSndash Perceptive Nolij Web

bull Toolsndash SQLPLSQLndash APEX Oracle Application Express


What is neededhellip

bull Distribute documents to a broad audience without the need to access multiple applications particularly among faculty who are accustomed to viewing a large amount of studentadvising data in one application

bull Control access to documents on a per-user or per-department basis

bull Simple method to upload documents

bull Small IT staff managing the document imaging system provide relief from having to maintain users in Nolij Web along with other systems

bull A familiar interface to most users on campus eliminate the need for training on multiple platforms especially for those who may view documents infrequently

bull Use existing toolset


How do we accomplish our objectiveshellipbull Develop two applications

bull Web Services Maintenance ndash APEX application that manages the universal

document delivery application

bull Nolij Web Document Masterndash Universal document delivery application Provide a

common interface for all departments


Master user applicationbull NolijWeb Document Master (DDS)

ndash Choose profilendash Select a queryndash Execute the queryndash Select constituentndash View documentsndash Uploaddelete documentsndash Additional information


Select user profile

Typically a user will only have one or two profiles

Users typically only have one or two profiles and if they only have one only that profile will display


Select query

Select the query


Search for constituent dog

Enter query parameters



Query results


Documents with appropriate permissions

Document Retrievalhttpshost_severport_numberNolijWebhandlerapidocsfolderiddocumentid


Select a document

Select a document by clicking on the link


Selected document


Upload documents

Choose document type (custom doc defined in NolijWeb)Browse to the file locationCan give the document a custom nameClick upload document button

Document Submissionhttpshost_serverport_numberNolijWebhandlerapidocsfolderid


Uploaded document in Nolij Web


Delete a document

Select a document to delete by checking the box next to the document


Confirm delete

Document Deletionhttpshost_serverport_numberNolijWebhandlerapidocsfolderiddocumentid

Confirm the delete


Nolij Web view after delete

Document no longer in NolijWeb


Nolij Web document master view after delete

After the delete


Additional information

Additional Information page


Auto-Import

Select department


Auto-Import Upload XML file

Select a templateBrowse to the file locationAssign a batch nameClick upload to upload the file


Auto-Import upload history

Recently uploaded filesSelect the file output XML file and save in the auto-import directory


WorkFlow

Select the workflow


Workflow select inbox in the workflow

Select the inbox to review


Workflow Inbox Contents

Select the folder (person) in the inbox on which action is needed the documents that are associated with the person that are pertinent to the workflow are displayed


Workflow history

Workflow history


Architecturebull Proxy Types

ndash Limit or restrict document accessbull Profiles

ndash Assign one or more proxy types to a profilendash Control application behaviorndash Assign queries

bull Queriesndash Folder or document type based searches


Managing the delivery of documents

bull Web Service Maintenance Applicationndash General Services

bull NolijWeb URLProxy Userbull Wallet Parametersbull Transform URL

ndash Nolij Masterbull Nolij Proxy typesbull Search Queriesbull Nolij User Profiles


Managing the delivery of documents continued

bull Web Service Maintenance Applicationndash Workflow

bull Workflow definition

ndash TransFormbull TransForm Parametersbull MySwarthmore Group Definitionbull Assign Forms to MySwat Groups

ndash Auto-Importbull Template CreationMaintnenance


General Service NolijWeb URLProxy User

base url to call the APIs

Userid and password used to authenticate to the APIs


General Services Wallet Parameters

Location of Oracle wallet


Nolij Master Mime Types

The APIs require content disposition


General Services TransForm URL

Base URL for TransForm


Nolij Master Nolij Proxy Types

Proxies


Nolij Master Nolij Proxy Types Proxy Permission Definition

Role in NolijWeb

Assign proxy permissions via an Identity management role SQL rule or direct grant


NOLIJPROXY defined in NolijWeb

Role in NolijWeb


Nolij Master Nolij Proxy Types ViewableUpdateable Documents

Document Type List Retrievalhttpshost_serverport_numberNolijWebhandlerapidocsdocsindexnames

Custom Documents


Nolij Master Nolij Profiles Nolij Master Profiles

Profiles are used to hold valid proxies queries to return specific populations and the behavior of the document delivery application


Nolij Master Nolij Profiles Profile Detail

Controls application behavior


Nolij Master CreateMaintain ProfilesUser and Permission Assignments

Assign permission through identify management role SQL rule or direct grant


Nolij Master CreateMaintain ProfilesQuery Assignments

Search QueriesReport QueriesXML Queries


Nolij MasterCreateMaintain ProfilesQuery Assignments

Users assigned to a profile


Nolij MasterCreateMaintain ProfilesDocument Summary

Documents and corresponding permissions for a profile


Nolij MasterCopy a profile

Copy a profile


Nolij Master Queries

All defined queries and the query type


Nolij Master QueriesQuery Detail

Defining a query Select the type of query the SQL workflows associated with the query and the column headings for the results of the query


Nolij Master QueriesQuery Detail closer look


Nolij Master QueriesSearch Field Assignments


Nolij Master Search QueriesBoxes and Lists

Additional query prompts


Nolij Master User ProfileDocument Summary

A user can be in multiple profiles or proxies This feature provides a quick way to see all the documents and document permissions that a user has


Nolij Master User ProfileDocument Summary continued

Profiles assigned to a user



Documents and permissions across profiles


WorkflowWorkflow Definition

Workflow definition


WorkflowWorkflow Definition continued

The workflow and corresponding inboxes are defined in NolijWeb Workflow controlled by Oracle procedures functions


TransFormMySwarthmore Group Definition

Access forms through Student and Employee Banner Self-Service


TransFormMySwat Goups

Identity management roles associated with groups


TransFormForm Categories

Form categories way to organize forms into meaningful groups


TransFormForm Definition

TransForm parameters


TransFormForm Definition continued

Form details


TransFormAssign Forms to MySwat Groups

Assign form to MySwat group


Auto-ImportTemplate CreationMaintenance


Auto-ImportTemplate CreationMaintenance continued


Auto-ImportTemplate Document Mapping

Nolij custom name and the document name on the xml file from the vendor


NolijWeb APIsbull Authenticationbull httplocalhostNolijWebj_spring_security_checkbull bull Document Retrievalbull httpshost_severport_numberNolijWebhandlerapidocsfolderiddocumentid bull bull Document Metadata Retrievalbull httpshost_serverportnumberNolijWebhandlerapidocsfolderiddocumentiddocumentmeta bull bull Document Image Retrievalbull httpshost_serverport_numberNolijWebhandlerapidocsfolderiddocumentidpagepagebull bull Document Submissionbull httpshost_serverport_numberNolijWebhandlerapidocsfolderidbull bull Document Deletionbull httpshost_serverport_numberNolijWebhandlerapidocsfolderiddocumentidbull bull Merge Documentbull httpshost_severport_numberNolijWebhandlerapidocsmergefolderidbull bull Print Documentbull httpshost_severport_numberNolijWebhandlerapidocsprintbull bull Document Type List Retrievalbull httpshost_serverport_numberNolijWebhandlerapidocsdocsindexnamesbull bull Work Completebull httpshost_severport_numberNolijWebhandlerapiworkflowworkcompletefolderid


Open to the Floor

bull Questionsbull Comments


Please take time to complete our Conference and Session

evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3


What is available to address the issues


How do we accomplish our objectiveshellip

Master user application

Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture













Nolij Master CreateMaintain Profiles User and Permission Assi

Nolij Master CreateMaintain Profiles Query Assignments


Nolij Master CreateMaintain Profiles Document Summary

Nolij Master Copy a profile


Nolij Master Queries Query Detail

Nolij Master Queries Query Detail closer look

Nolij Master Queries Search Field Assignments

Nolij Master Search Queries Boxes and Lists



Nolij Master User ProfileDocument Summary continued (2)

Workflow Workflow Definition

Workflow Workflow Definition continued

TransForm MySwarthmore Group Definition

TransForm MySwat Goups

TransForm Form Categories

TransForm Form Definition

TransForm Form Definition continued

TransForm Assign Forms to MySwat Groups

Auto-Import Template CreationMaintenance

Auto-Import Template CreationMaintenance continued

Auto-Import Template Document Mapping

NolijWeb APIs

Open to the Floor

Slide 74


General Announcementsbull Please turn off all cell phonespagersbull If you must leave the session early

please do so as discreetly as possible bull Please avoid side conversations

during the sessionbull Questions will be answered hellip

Thank you for your cooperation














bull Java issues























Select user profile




Select query

Select the query






Query results





Select a document



Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74














bull Java issues























Select user profile




Select query

Select the query






Query results





Select a document



Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74























Select user profile




Select query

Select the query






Query results





Select a document



Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74


Select query

Select the query






Query results





Select a document



Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74






Query results





Select a document



Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74





Select a document



Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74


Selected document


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74


Upload documents






Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74




Delete a document



Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74


Confirm delete


Confirm the delete






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74






After the delete





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74





Auto-Import

Select department








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74








WorkFlow

Select the workflow








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74








Workflow history

Workflow history
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74
































Proxies



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74



Role in NolijWeb




Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74



Role in NolijWeb




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74




Custom Documents





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74





















Copy a profile

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74

























Workflow definition


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74


















Form details














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74














Open to the Floor




evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74



evaluations

YOUR INPUT MATTERS

Slide 1

Slide 2

Slide 3






Select user profile

Select query

Slide 14

Query results


Select a document

Selected document

Upload documents


Delete a document

Confirm delete




Auto-Import



WorkFlow



Workflow history

Architecture





































NolijWeb APIs

Open to the Floor

Slide 74

2015 16th Annual PABUG Conference Extending Document Delivery using Perceptive Nolij Web APIs Frank...

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