1. Creating Your Own Banner Web Pages (ID/Name Search on the Web) Robert Nitsos, Assistant Registrar, Loyola Marymount University Fr. Jim Keene, SJ, Systems Administrator, Loyola Marymount University Wednesday, October 9, 2002 2:15 PM

2. Session Rules of Etiquette Please turn off your cell phone/beeper If you must leave the session early, please do so as discretely as possible Please avoid side conversations during the presentation Thank you for your cooperation!

3. Introductions Robert Nitsos Assistant Registrar, Student Records Systems rnitsos@lmu.edu Fr. Jim Keene, SJ Enterprise Project Coordinator jkeene@lmu.edu

4. Loyola Marymount University Private, 4-Year Institution >6400 Total FTE Web For… since Spring 2000 Currently Banner 4.x Going to 5.x next week!

5. Topics of Discussion Need for Capability Creation of Package Web Tailor Live Demo (I Hope) Questions/Comments/Praise/Donations

6. Need for Capability Upgrading System Moving Faculty Away From Banner to the Web No Feature Existed in Baseline

7. Creation of Package Package Header Define Procedures/Functions to be Called Passed Parameters Package Body Main Procedure Code Additional Procedures/Functions

8. Package Header create or replace package lmuhwskiden is procedure LMU_ID_Search (stuid in spriden.spriden_id%type default null, stulname in spriden.spriden_last_name%type default null, stufname in spriden.spriden_first_name%type default null, stumi in spriden.spriden_mi%type default null, firstsrch in varchar2 default 'Y', term IN STVTERM.STVTERM_CODE%TYPE DEFAULT NULL, error_mess in varchar2 default null); procedure select_id (spidm in spriden.spriden_pidm%type default null); END lmuhwskiden;

9. Package Body CREATE OR REPLACE PACKAGE BODY lmuhwskiden AS /* Global type and variable declarations for package */ pidm spriden.spriden_pidm%TYPE; /****************************** LMU Person Search ***********************/ procedure LMU_ID_Search (stuid in spriden.spriden_id%type default null, stulname in spriden.spriden_last_name%type default null, stufname in spriden.spriden_first_name%type default null, stumi in spriden.spriden_mi%type default null, firstsrch in varchar2 default 'Y', term IN STVTERM.STVTERM_CODE%TYPE DEFAULT NULL, error_mess in varchar2 default null) is

10. Package Body (cont.) Variable Declarations studob spbpers.spbpers_birth_date%type default null; hold_term stvterm.stvterm_code%TYPE; msg varchar2(255); rcount number;

11. Package Body (cont.) Cursor(s) to be Used cursor personinfo is select spriden_pidm pidm, spriden_id id, spriden_last_name lname, spriden_first_name fname, spriden_mi mi, spriden_change_ind chg, spbpers_birth_date dob from spriden, spbpers where spriden_pidm=spbpers_pidm and spriden_entity_ind='P' and spriden_id like stuid||'%' and upper(spriden_last_name) like upper(stulname||'%') and upper(spriden_first_name) like upper(stufname||'%') and nvl(upper(spriden_mi), ‘_') like upper(stumi||'%') and firstsrch<>'Y' order by lname, fname, mi, id;

12. Package Body (cont.) Check the current user’s PIDM (the user who is logged in) /* Check if Valid User */ IF NOT twgkwbis.F_ValidUser(pidm) THEN return; END IF;

13. Package Body (cont.) Select a Term Code if none already selected IF TERM IS NULL THEN hold_term := twgkwbis.F_GetParam(pidm,'TERM'); /* otherwise, you came from P_FacSelTerm, and need to write */ /* the param to the gorwprm table and set your local, hold_term */ ELSE twgkwbis.P_SetParam(pidm,'TERM',term); hold_term := term; END IF; /* Make sure a term has been selected */ IF hold_term is null THEN hwskostm.P_FacSelTerm(calling_proc_name=> 'lmuhwskiden.LMU_ID_Search'); RETURN; END IF;

14. Package Body (cont.) Make sure the user is a valid faculty member /* If the user is not a valid faculty member for the selected */ /* term, print a message, close the page, and exit. */ IF NOT HWSKILIB.F_ValidFac(hold_term,pidm) THEN twgkwbis.P_OpenDoc('lmuhwskiden.LMU_ID_Search',header_text=> '*** Invalid Faculty ID ***'); msg := 'You must be a valid faculty member for the selected term'|| ' to access this page.'; HTP.hr; twgkfrmt.P_PrintImage(twgklibs.twgbwrul_rec.twgbwrul_error_gif); HTP.bold(msg); HTP.para; TWGKWBIS.P_CloseDoc(curr_release); RETURN; END IF;

15. Package Body (cont.) Open the form and display Information Text (if any) twgkwbis.P_OpenDoc('lmuhwskiden.LMU_ID_Search', header_text=>''); /* Put your instructions for the page in the Information Text vairable HOWTO */ twgkwbis.P_DispInfo('lmuhwskiden.LMU_ID_Search', 'HOWTO'); /* Put any other information in the Information Text variable DEFAULT */ twgkwbis.P_DispInfo('lmuhwskiden.LMU_ID_Search','DEFAULT');

16. Package Body (cont.) Display Search Criteria Boxes htp.formOpen('lmuhwskiden.LMU_ID_Search', 'post'); twgkfrmt.P_TableOpen('DATADISPLAY'); /* Data Labels */ twgkfrmt.P_TableRowOpen('left'); twgkfrmt.P_TableDataLabel('ID',calign=>'left'); twgkfrmt.P_TableDataLabel('Last Name',calign=>'left'); twgkfrmt.P_TableDataLabel('First Name',calign=>'left'); twgkfrmt.P_TableDataLabel('Middle Name',calign=>'left'); twgkfrmt.P_TableDataLabel('',calign=>'left'); twgkfrmt.P_TableRowClose;

17. Package Body (cont.) Display Search Criteria Boxes (cont.) /* Data Containers */ twgkfrmt.P_TableRowOpen('left'); twgkfrmt.P_TableDataOpen(calign=>'left'); htp.formtext('stuid', 9, 9); twgkfrmt.P_TableDataClose; twgkfrmt.P_TableDataOpen(calign=>'left'); htp.formtext('stulname', 60, 60); twgkfrmt.P_TableDataClose; twgkfrmt.P_TableDataOpen(calign=>'left'); htp.formtext('stufname', 15, 15); twgkfrmt.P_TableDataClose; twgkfrmt.P_TableDataOpen(calign=>'left'); htp.formtext('stumi', 15, 15); twgkfrmt.P_TableDataClose;

18. Package Body (cont.) Display Search Criteria Boxes (cont.) twgkfrmt.P_TableDataOpen(calign=>'left'); htp.formhidden('firstsrch', 'N'); htp.formSubmit(null, 'Search'); twgkfrmt.P_TableDataClose; twgkfrmt.P_TableRowClose; htp.formClose; twgkfrmt.P_TableClose;

19. Package Body (cont.) Display any error messages /* Show any error message(s) */ if error_mess is not null then htp.nl; htp.p('Error: '||error_mess||' '); end if; htp.nl;

20. Package Body (cont.) Display the search results /* Show List of Matching Students */ rcount:=0; FOR mystuff IN personinfo LOOP … END LOOP; twgkfrmt.P_TableClose; twgkwbis.P_CloseDoc; end LMU_ID_Search;

21. Package Body (Inside the Loop ) Show Row Headers First – Includes Information Text for Selecting ID if rcount=0 then twgkwbis.P_DispInfo('lmuhwskiden.LMU_ID_Search','SELSTU'); twgkfrmt.P_TableOpen('DATADISPLAY'); twgkfrmt.P_TableRowOpen('left'); twgkfrmt.P_TableDataLabel('Action',calign=>'left'); twgkfrmt.P_TableDataLabel('ID',calign=>'left'); twgkfrmt.P_TableDataLabel('Last Name',calign=>'left'); twgkfrmt.P_TableDataLabel('First Name',calign=>'left'); twgkfrmt.P_TableDataLabel('MI',calign=>'left'); twgkfrmt.P_TableDataLabel('Birth Date',calign=>'left'); twgkfrmt.P_TableDataLabel('Chg',calign=>'center'); twgkfrmt.P_TableRowClose; rcount:=1; end if;

22. Package Body (Inside the Loop) Display Results – Include Button to Select ID htp.formOpen('lmuhwskiden.select_id', 'post'); htp.formHidden('spidm', mystuff.pidm); twgkfrmt.P_TableRowOpen('left'); twgkfrmt.P_TableDataOpen(calign=>'center'); htp.formSubmit(null, 'Select'); twgkfrmt.P_TableDataClose; twgkfrmt.P_TableData(twgkfrmt.F_PrintBold(mystuff.id),calign=>'left'); twgkfrmt.P_TableData(twgkfrmt.F_PrintBold(mystuff.lname),calign=>'left'); twgkfrmt.P_TableData(twgkfrmt.F_PrintBold(mystuff.fname),calign=>'left'); twgkfrmt.P_TableData(twgkfrmt.F_PrintBold(mystuff.mi),calign=>'left'); twgkfrmt.P_TableData(twgkfrmt.F_PrintBold(mystuff.dob),calign=>'left'); twgkfrmt.P_TableData(twgkfrmt.F_PrintBold(mystuff.chg),calign=>'center'); twgkfrmt.P_TableRowClose; htp.formClose;

23. Package Body (Function) Function to Select Student procedure select_id (spidm in spriden.spriden_pidm%type default null) IS begin IF NOT twgkwbis.F_ValidUser(pidm) THEN return; END IF; /* Set current student to that of passed spidm */ twgkwbis.P_SetParam(pidm,'STUPIDM',to_char(spidm,'999999999')); /* Return to the Menu */ twgkwbis.P_GenMenu('amenu.P_FacStuMnu'); return; end; end lmuhwskiden;

24. Synonyms & Grants Create a Public synonym and provide Execute grant to Public whenever sqlerror continue; drop public synonym lmuhwskiden; whenever sqlerror exit rollback; create public synonym lmuhwskiden for lmuhwskiden; grant execute on lmuhwskiden to public;

25. Web Tailor Create Procedure Add to Menu Create Information Text

26. Create a New Procedure Click on the Create button to add your procedure

27. Create Procedure Enter Page Name Enter Description Select Module Enable Enter Page Title Enter Header Text

28. Create Procedure (cont.) Enter Margin Widths Enter Help Link (if any) Enter Back Link URL & Text (if any) Check Back Link Menu Indicator

29. Create Procedure (cont.) Check applicable User Roles Save Changes

30. Add Page to Menu Select the menu to which the page is to be added Click the Customize Menu Items Button

31. Add New Menu Item Click on the Add a New Menu Item button at the bottom of the page

32. Create New Menu Item Enter the URL Enter the Link Text If you want additional text displayed, enter a Link Description Enter Status Bar Text Be sure that the Enabled and Database Procedure boxes are checked!

33. Create Information Text Click on the Add a New Information Text Entry button

34. Create Information Text (cont.) Select the Sequence Number Enter (or select) the Label name Enter the Information Text Select an Image

35. Demo

36. Shameless Plug SQL*Plus for Quick Banner Information and Reports Fr. Jim Keene, System Administrator, Loyola Marymount University Wednesday, October 9 @ 3:45pm

37. Questions, Answers & Resources rnitsos@lmu.edu jkeene@lmu.edu LMU Code Page: http://registrar.lmu.edu/Code/LMUBannerCode.htm Stephen Rea, Univ. of Arkansas http://www.uaex.edu/srea/