Basic Work-Flow with SQL Server Standard Brodie Brickey Basic Work-Flow with SQL Server Standard

Basic Work-Flow What can we do? Display data Insert records Update specific field values Delete records Start SQL Agent Jobs

Limitations What can’t we do? Massive narrative entries Excel multi row copy type changes Multiple changes to multiple records without a write back to the server.

System Requirements SQL Server Standard DB Reporting Services Integration Services (optional)

How Do We Do It? DHTML?

No Really, How Do We Do It? SQL Server Reporting Services Stored Procedures SSIS packages SQL Agent Job calls

Steps Map it out How will the customer/user flow through the tool? Security Which fields need to changes values? Can any be pulled from the system of record?

SSRS – The Features We Need Passing Parameters to reports & stored procedures Security Column & Row visibility User Id filtering via stored procedure. Image component Action feature Drilldown to another report.

SQL Procedures – The Features We Need Receive parameters Insert, Update, & Delete records Return a dataset

SSIS – The Features We May Need Email functionality SSRS report exporting Script Task For Each Loop SQL statement execution

SQL Agent – The Features We Need Scheduled job execution SSIS package execution

Scenario #1 A department has a spreadsheet that is maintained by multiple people. They are keeping specific columns up to date while the rest of the data is duplicated from another system (ERP, Accounting DB, etc.) Provide a way for them to keep it up to date. Allow multiple people to update the info in parallel.

Scenario #1 (cont’d) Solution #1: MS Access Solution #2: Web based app. Solution #3: MVC Solution #4: 1 of 50 different workflow products Solution #5: SSRS Workflow

Demo

Scenario #2 Billing Dept submits 24,000 invoices to clients each month via: Paper mail Upload to a website (e-bills) Sent by Email The biller also needs to update the billing log which starts a workflow to track Accounts Receivable (AR) and address collections. Different clients want different Subject & Body formats in an Email. What can we do?

Scenario #2 Opportunities Invoices are printed to PDF using a specific format. CLIENT-MATTER-INVOICE#.pdf Accounting system contains 3 locations where the email address may be located. Billing Log can be updated from outside the Accounting System.

Scenario #2 Constraints Can’t update the email information in Accounting system without going through a specific process. Need to be able to change: Email To Email CC Subject Line Email Body verbiage Biller needs to approve the email.

Demo

Deployment

Steps Map it out How will the customer/user flow through the tool? Security Which fields need to change values? Can any be pulled from the original system of record? What business process will be used to change the original system values if you can’t do this from within your workflow? Diagram the flow?

Questions & Contact Info Questions Contact Info: Brodie Brickey Email: Bbrickey@Gmail.com Twitter: @BrodieBrickey