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Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Conceptual Dynamic.

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Presentation on theme: "Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Conceptual Dynamic."— Presentation transcript:

1 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Conceptual Dynamic AI, Security and Scalability Eddy Kleinjan, Data Access Europe

2 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida The concept behind creating Dynamic AI…. Keep it simple... Serve yourself! Compatible... Fast access to relevant information! Generic and Flexibility iterative... in unknown scenarios Best practices functionality... Effective! Makes you look good!

3 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida

4 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Dynamic AI layers database DAI repository DAI repository ai HTML rendering Script execution Keyboard and mouse handling Small user request Aggregated and formatted HTML Request User rights + eventually Object elements Permissions + Object Elements Dynamically Generate SQL Request Dynamically format dataset Small SQL request Aggregated dataset

5 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Collection layers DAI Collection definition DAI View definition DAI Dictionary definition DAI Connection definition Database Table, View or Synonym User settings may have impact ai Screen size, language settings, browser type/version have impact

6 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Steps to implement Dynamic AI Create Database Connection Create Database View or Dynamic View Create Data Dictionary Define Relationships between Data Sources Create Collections Aggregated Data Lists Forms

7 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Central Connection definition (1 per database) - Offers defaults for stylesheets, global read only control, global customize preview definitions Dictionary definition (1 per data-source) - Offers global definition security filtering, global defined forced order by, global COMBO box definitions, global caption definitions Relationship definition (several in-between data-sources) - Offers universal definition of related fields across Dynamic AI datasources Report Collections - Aggregated level definition (Multiple as required to offer immidiate access to relevant report and analysis dimensions) List Collections - Detail record level definition (a few in order to display most relevant details) Form Collections - Detail record level definition (1 per data-source) Drill-down on ID Drill-down on related fields or inherit filters on matching fields Back to list button offers re-use of the already retrieved list of records for navigating to other records Pop-up in own window or Double-click to maximize frames 1n nn nn nn Available from Explore connections Used where fieldnames=captions and as default definitions for SELECT type filters. Forced order by will automatically be included on detail list level sorting. User alias filtering will automatically be additionally applied to selects. Available on collections as Drill-down to targets. Available as condition for inserted subforms on forms. Avaialble from right side menu on forms for on-the-fly drill-through. Central definition is being re-used for all underlying objects After the first aggregated report has been defined multiple reports can be created re-using the already defined use of styles, filters, sum variables, drill-down defintions, access rights etc. A few lists can act as the lower level details for multiple higher level aggregations One core form layout can be used as the drill-down destination from several detail listings , Step Level of re-use Object type Remark Dynamic View definition (a few to represent underlying tables/views) - Virtual name that allows extension control from within Dynamic AI. Offers sophisticated partion variables as well as non-data bound parameter input before execution. Central definition is being re-used for all underlying objects Dynamic View ID Available from Explore Connections. Modify existing via Explore my rights

8 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Central Connection definition (1 per database) - Offers defaults for stylesheets, global read only control, global customize preview definitions Stylesheet defaults Read only on all collections under this connection ID dispite user rights etc.

9 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Dynamic View definition (a few to represent underlying tables/views) - Virtual name that allows extension control from within Dynamic AI. Offers sophisticated partionvariables as well as non-data bound parameter input before execution. Examples of view definitions This button will appear after the view has been inserted the first time. Use the button to check that your SQL view definition returns a valid set of records. This button will appear after the view has been inserted the first time. Use this button to see your SQL view code with inserted sample values (for Parameter and Partition variables only)

10 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Dictionary definition (1 per data-source) - Offers global definition security filtering, globally defined forced order by, global COMBO box definitions, universal caption definitions Language 1,2,3 that shows up as captions depending on the language selected on the user account and available through the user profile. The corresponding HLPTEXTLNG1-3 is for yellow box help descriptions when users hold the mouse over data column captions. Additional row added for use with COMBORID reference to a collection specifying partitions or free SQL statements that will be inserted based on user selection from a COMBO, into the Dynamic VIEW SQL Statement, before execution. Use this column to check the column that holds a unique ID. For Oracle tables and views this is necessary to ensure consistent display of sorted records. Dictionary records will appear on the Dictionary maintenance screen under the appropriate connection ID. Dictionary records (1 per data column) are added throgh the Explore Connection Update Dictionary option. Dynamic Views will be represented with an internal number (drill-down to see the columns....).

11 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Relationship definition (several in-between data-sources) - Offers global definition of related fields across Dynamic AI datasources Typical 2 field relationship between 2 data-sources. Also an example of a relationship to be used from aggregated DEPBST (position level) report collections to drill-down to underlying detail records kept in the DEPORDERS (transaction level) table. Typical ID type of relationship used on own data-source to effectively manage 1 central FORM collection and bind the form collection to detailed level record listings by the ID. The use of this type of relationship will add a WHERE ID=unique ID to the select that Dynamic AI executes to build a dataform. Selecting only 1 specific record will make the form presentation fast and ressource effective.

12 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Report Collections - Aggregated level definition (Multiple as required to offer immidiate access to relevant report and analysis dimensions) A typical aggregated level report will group on data-dimensions and summarize measures Because the aggregated level report collection should drill to lower level details, the enabled options in the customize interface is reduced to an absolute minimum. Here the available related collections are showing up

13 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida List Collections - Detail record level definition (a few in order to display most relevant details) Here the available related collections are showing up (select the collection that represent your FORM and use the unique ID relationship). As the role of the list collections (in the free- dimensional data-model) are primarily used to display ungroup records, the definition is mainly a question of selecting relevant columns. Select also relevant Totals columns and set eventually the SORT ORDER under the List options tab. (ID doesnt have to be displayed in order for the relationship to work!) Select stylesheet here Because the detail level list collection should drill to 1 centrally defined form, the enabled options in the customize interface is reduced to an absolute minimum.

14 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Form Collections - Detail record level definition (1 per data-source) Because the role of the collection is only to display a form List and List options are disabled, making the customize simpler. Use the layout tab to design a presentable and custom form. As the form will be the lowest level for all detail listings as well as parent aggregated reports (through the link to detailed listings) effort can be spend on the design! Later on – when new fields are added, only 1 central form has to be updated. The defined relationships will appear automatically on the right side relate menu. Re- using the definitions already defined.

15 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Demo

16 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Security

17 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Security All rights and actions in DAI are attached to a user account Security is implemented using a combination of user-specific assigned rights together with assigned connection, dictionary rules and collection specific settings.

18 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Security User account is protected with: Minimum password length, Minimum alphanumeric, duration, history Account valid for specific period only Failed login max attempts Specific Server ID required Certificate required – organization ID mapped to client certificate Last login information Logging Encrypted hashed/salted password storage Random session IDs User must change password on next login Assigned user rights (read-only, administration, customize etc.) Assigned user groups as well as user share groups Dictionary roles

19 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Security The use of alias values set on the specific user account is a very strong and effective way to provide multi-department, multi-company, customer, vendor, employee type of forced filtering Aliases can be used as part of: connection settings directly in a Dynamic AI View source forced set through the dictionary for all underlying collections in style-sheets As part of specific collection conditions

20 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Scalability Database as a DAI object repository Server application memory arrays that synchronize with repository Any number of application servers can load from a central repository Multi-server environment requires Enterprise version (repository on Oracle, SQL Server or DB2) Load balancing with sticky sessions can be used to create a scalable cluster DMZ (Demilitarized zone) type of server installation with no administration object

21 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Enterprise type installation

22 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Benefits Access all your data (Compatible with market leading Databases) Easy to use (100% Web-interface, no coding) Better-informed decisions (Even managers can (and do!) use it) Easy to deploy and manage (No Client install, very stable) Fast to develop (RAD) Supports reality-based implementation (small, bigger, enhanced, cross- department, internal/external…) Build-in Data maintenance functionality (Forms, List-edit, Portal pages) All-in-one package (Security, User maintenance, Styles, Graphs, Excel integration, Development, Alarms, Drill-down…)

23 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Benefits Connecting to a Data Source Dynamic Linking to Excel Set Up Relationships Build a Dictionary Restrictive Access to Data Sharing Reports Advanced Reports

24 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Free Training next Thursday

25 Open Solutions for a Changing World Eddy Kleinjan Copyright 2005, Data Access WorldwideDynamic AI June 6-9, 2005 Key Biscayne, Florida Questions? Thank you!


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