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

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

3. 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.

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

5. How Do We Do It?
DHTML?

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

7. 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?

8. 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.

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

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

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

12. 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.

13. 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

14. Demo

15. Scenario #2
Billing Dept submits 24,000 invoices to clients each month via:
Paper mail
Upload to a website (e-bills)
Sent by
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 .
What can we do?

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

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

18. Demo

20. Deployment

21. 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?

22. Questions & Contact Info
Questions Contact Info: Brodie Brickey