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The Schema Behind the Schema – Introduction to Accela Automation Database for Report Writers mm.dd.yy, City, ST The Schema Behind the Schema Introduction.

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Presentation on theme: "The Schema Behind the Schema – Introduction to Accela Automation Database for Report Writers mm.dd.yy, City, ST The Schema Behind the Schema Introduction."— Presentation transcript:

1 The Schema Behind the Schema – Introduction to Accela Automation Database for Report Writers mm.dd.yy, City, ST The Schema Behind the Schema Introduction to Accela Automation ® Database for Report Writers Kevin Ford Services Consaultant Accela, Inc.

2 Learning Objectives Basic overview of Accela Automation database schema Designed for Report Writers beginning to develop reports for Accela Automation Foundational knowledge for using database documentation

3 To benefit from this class, You should have... Basic understanding of database concepts and terms Functional knowledge of Accela Automation, especially relating to daily operational activities Experience with developing reports for permitting applications

4 What is a Database Schema? Describes how data is organized Map of database –Entities (tables) –Their attributes and relationships Represented by Entity Relationship Diagram (ERD)

5 Types of Data Stored in Accela Automation Database Configuration data Reference data Transaction data Log data

6 Configuration Data - Examples CAP types Application Specific Info fields Inspection types Fee formulas Workflows

7 Reference Data - Examples Address Parcel Owner

8 Transaction Data - Examples Information added to CAP –Address –Work Description –Fees –Owner –Licensed Professionals, etc. Activities performed on CAP –Workflow –Inspections –Payments, etc.

9 Log Data - Examples User Logins/Logouts Cashier Session activity Event Manager Script activity

10 Reports Use Transaction Data Reports usually display transaction data only

11 Transaction Tables - Overview Accela Automation is Record-centric All daily transactions relate to a Record B1PERMIT is main table Almost all transaction tables store CAP key ID & Agency ID

12 CAP Key ID Primary key for Records Consists of 3 columns –B1_PER_ID1 –B1_PER_ID2 –B1_PER_ID3 Not the functional Record # or Permit #

13 CAP Key ID – 3 Columns Consists of 3 columns –B1_PER_ID1 –B1_PER_ID2 –B1_PER_ID3 Each column is 5 characters

14 CAP Key ID: B1_PER_ID1 2 digit year + Category Code Example: 08BCA Unique Category Code is assigned to each CAP Group & Type when CAP types are configured

15 CAP Key ID: B1_PER_ID2 Value is always 00000

16 CAP Key ID: B1_PER_ID3 Left padded sequence number 5 digits, e.g

17 CAP Key ID vs. ALT ID CAP Key ID not visible to users Alternative ID used as functional CAP # –Permit Number, Case Number, License Number Example: Permit Number BCA ALT ID: BCA CAP Key ID: B1_PER_ID1 = 07BCA B1_PER_ID2 = B1_PER_ID3 = 00005

18 Alternative ID in Use Alt ID is used for Application No. and Permit ID

19 Agency ID Column name: SERV_PROV_CODE Distinguishes different agencies data in Accela Automation

20 Hands-on: Finding Table in ERD 1.Open Accela Automation ERD 2.Locate B1PERMIT table with columns listed –Hint: Use Adobe Readers Find function 3.Find CAP Key ID and Agency ID columns 4.Find Alternative ID column –Column name: B1_ALT_ID 5.What information about B1PERMIT can you find in this ERD?

21 Agency ID and CAP Key ID on All Transaction Tables All transaction tables have Agency ID & CAP Key ID columns SERV_PROV_CODE B1_PER_ID1 B1_PER_ID2 B1_PER_ID3 Exceptions – No CAP Key ID –F4RECEIPT table – receipt data –F4INVOICE table – invoice data

22 Agency ID & CAP Key ID in Transaction Tables

23 Primary Key: Agency ID & CAP Key ID Compound primary key for main permit table B1PERMIT SERV_PROV_CODE B1_PER_ID1 B1_PER_ID2 B1_PER_ID3 Part of primary key for other transaction tables

24 B1PERMIT: Primary Key Primary key symbols

25 B3PARCEL: Primary Key

26 Foreign Key: Agency ID & CAP key ID Foreign Key in one table references Primary Key in another table Transaction tables link to main B1PERMIT table by foreign key Compound foreign key: SERV_PROV_CODE B1_PER_ID1 B1_PER_ID2 B1_PER_ID3

27 Example: B3PARCEL to B1PERMIT B3PARCEL (foreign key) B1PERMIT (primary key)

28 Hands-on: Identifying Primary & Foreign Keys 1.Open Accela Automation ERD 2.Find another table that has these columns: SERV_PROV_CODE B1_PER_ID1 B1_PER_ID2 B1_PER_ID3 3.What columns make up the primary key? 4.What columns make up the foreign key?

29 Required Joins: Agency ID & CAP Key ID Example from Crystal Reports Database Expert showing Links

30 ALT ID: Alternative ID Used as functional CAP # ALT ID is stored in main B1PERMIT table –B1_ALT_ID column No other transaction tables store ALT ID Exceptions: ACCOUNTING_AUDIT_TRAIL GPART_TRANSACTION

31 ALT ID: Alternative ID Most reports display the ALT ID, e.g. Permit Number Most report queries must include B1PERMIT table

32 Example: Payments Collected Report Payment data from F4PAYMENT table Permit Number from B1PERMIT table

33 Permit Number Parameter Used to select report data for a specific permit ALT ID (permit #) –Used to select data from B1PERMIT –Cannot be used directly against other transaction tables

34 Use Joins to Select Data Select the permits B1PERMIT record using ALT ID parameter Get the permits other data by joining tables

35 Custom Fields - Common Types Application Specific Info Task Specific Info APO Custom Attributes People Custom Attributes

36 Custom Fields – Implementation in Schema One custom field value in one record Primary key – Field Label –Application Specific Info –Task Specific Info Primary key – Attribute Name –APO custom attribute –People custom attribute –Structure custom attribute

37 Custom Field Example: Application Specific Info Data on CAP – 8 fields

38 Custom Field Example: Application Specific Info Data in BCHCKBOX table – 8 records

39 Custom Fields: Database Functions FN_GET_APP_SPEC_INFO FN_GET_TASK_SPEC_INFO_CS2 FN_GET_ASI_TABLE_VALUE FN_GET_ADDRESS_ATTRIBUTE FN_GET_PARCEL_NBR_ATTRIBUTE FN_GET_CONTACT_ATTRIBUTE

40 Deleted and Disabled Records Soft Delete –Used in transaction data –Example: Workflow History (Supervisor function) –Flagged as (soft) deleted in REC_STATUS column with value of I Deleted record: REC_STATUS = I Non-deleted record: REC_STATUS = A

41 Deleted and Disabled Records Disabled Record –Used in Configuration or Reference Data –Flagged as disabled in REC_STATUS column with value of I Disabled record: REC_STATUS = I Enabled record: REC_STATUS = A

42 Common Transaction Tables CAP & Transaction DataTable CAP basic information B1PERMIT, BPERMIT_DETAIL Application Specific Information BCHCKBOX Contacts B3CONTACT Fees F4FEEITEM Inspections G6ACTION Licensed Professionals B3CONTRA Owner B3OWNERS Parcel B3PARCEL Property Address B3ADDRES Workflow GPROCESS

43 Common Configuration Tables Configuration DataTable Agency information RSERV_PROV Application & Task Specific Info RCHCKBOX CAP Types R3APPTYP Fees RFEEITEM Inspections RINSPTYP Users PUSER, G3STAFFS Workflows SPROCESS, R3STATYP

44 Common Reference Tables Reference DataTable Addresses L3ADDRES Parcels L3PARCEL Owners L3OWNERS Contacts G3CONTACT Licensed Professionals RSTATE_LIC

45 Finding Tables for Data Data Dictionary of Common Accela Automation Fields Vantage360 Portlet Data Mapping spreadsheet Accela Automation Data Dictionary spreadsheet

46 Hands-on: Data Dictionary of Common Accela Automation Fields 1.Open Data Dictionary of Common Accela Automation® Fields 2.Go to Table of Contents and find Workflow –What is the name of the table that stores workflow data? 3.Name 2 tables where receipt number is stored

47 How to Determine Table Type Look for CAP Key ID Look up ERD

48 How to Determine Table Type Table name prefix Transaction tables usually have prefix of... Configuration & Reference tables usually have prefix of... BR FL GP X (Cross-reference tables)S

49 Accela Automation Database Reference Documents ERD (Entity Relationship Diagram) Data Dictionary Data Dictionary of Common AA Fields Accela Vantage360 Portlet Data Mapping Spreadsheet Database Function Reference Guide


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