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Original title: Editing watermark I am trying to insert a watermark into a Word doc. This thread is locked. You can follow the question or vote as helpful, but you cannot reply to this thread. I have the same question Report abuse. Details required :. Cancel Submit. Jay Freedman MVP. In reply to Cathleen22’s post on August 17, So in order to be able to click on the watermark, you have to open the header pane first — just double-click in the header area, then click on the watermark.

How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site. Suzanne S. Barnhill MVP. The data returned from the intranet application server 30 is converted back to client format and returned to the client workstation 10 via the dispatch server 26 and over the Internet in a secure socket connection with one of the web servers in the DMZ service cluster Be done.

When the resulting response header and subsequent application-specified data is sent back from the proxy to the client browser, the message will be cascaded to browser 14 in real time, limited only by the transmission delay rate of the network.

That is, 1 synchronous, 2 asynchronous, and 3 bulk transfer. Synchronous transactions are used in situations where data will be returned quickly by the application server Therefore, a single TCP connection will be made and will remain open until the complete response is retrieved. Specifically, the proxy is SS It will accept the request from the customer or client 10 over the L connection and then respond to the client 10 with the unique identifier and close the socket connection.

The client 10 may then periodically and repeatedly poll until the response is ready. Each poll occurs on a new socket connection to the proxy, and the proxy will either respond with the resulting data or reply that the request is still in progress.

This reduces the number of resources that exhaust TCP connections that are open at any given time, allowing the user to close their browser, disconnect the modem and return later to check for results. Bulk transfers allow cancellation during a transfer, allowing the programmer to code a restart of the transfer at a later point.

All DMZ devices are physically isolated from the corporate Intranet and have firewalls fi as shown in FIGS. Similarly, the DMZ device is also provided with a firewall, It is hidden from hostile attacks from the public Internet, except for limited web browser access to web servers located within the MZ. The customer’s web browser connects to a web server in the DMZ, which in turn connects to the dispatch server 26, which acts as a proxy to extract and select information from the mid-sized server The user must not connect directly to any corporate server within the corporate intranet, thus ensuring the security and integrity of the internal corporate system.

The web server only transforms the data into a format suitable for display by the customer’s web browser. Since the DMZ web server 24 does not store customer data, it is much less likely that customer information will be compromised in the event of a security breach. Client Browser Application As mentioned above, one component of the system of the present invention is the client tier software component that is integrated into each of the data management services available to the user and provides a unified interface.

An “application backplane” 12, which is a single object capable of tracking all client applications that have been implemented as derived from the et class and starting, stopping, and providing references to any of these client applications. To be realized. Application backplane 1 2 is typically implemented as a Java applet and is dispatched when a web page is retrieved via a URL pointing to a corporate website. The client application typically includes a graphic user interface program that allows a user to interact with one or more web-enabled remote services.

Although the backplane is launched with the browser 14, client applications typically present their user interfaces in a separate frame, rather than presenting them inside a web page. These classes are COBackPlane class, COApp class, COAppImp Includes the l class, the COParm class, and the COAppFrame class.

C The OBackPlane 12 is an application backplane that sends out the applications 54a and 54b, which are typically realized as COApps. COBackplane12 is usually implemented as a Java applet, It is transmitted by the web browser This backplane applet is C Responsible for sending and closing OApps.

In the init method, the backplane applet is COUse r Get the user context object. The COUSer object is Holds information such as user profiles, applications and their rights. User configurations and application rights provided in the COUSer context are used to build application toolbar and inbox applications. When the application toolbar icon is clicked, the particular COApp is dispatched by the launchApp method. The submitted application may then use the backplane for inter-application communication, including retrieval of inbox data.

For example, the COBackPlane class will return a reference to an application object by name getApp. Provide a method. Once retrieved in this way, the application object’s public interface may be used directly. Applications such as trouble ticket issuer 54a or online invoice 54b typically use a startup code and an application-to-application interface as a COA.

It has in the class that realizes pp. In general, two classes are available to the application, COAppImpl or COApplet. Alternatively, they may provide their own implementation of the interface. In the preferred embodiment, the application is typically a COAppIm. Expand pl. From Applet, Java. Not derived from Panel. By not deriving from Applet, the application It may be dispatched at any time without the browser having to point to a particular page, relieving the application from running in a browser frame.

COAppIm Classes derived from pl are created, dispatched, stopped, and destroyed by COBackPlane This provides a tight and controlled integration of the inventive system. Extensions from applets are provided to applications that require more isolation from the integrated system of the present invention or that require a separate browser-based display space.

The COApplet class implements most of the COApp interface by transferring it to the contained COAppImpl object. The COAppFrames 56a, 56b are separate windows from the web browser In general, COAppFrames 56a, 56b have menus, toolbars, and status bars. COAppFrame att The achToViewArea method is the COView object 60a. The COView class is Java. It is an extension of Panel. It provides a universal display space and container for the visual display of applications. The application class is typically COView Extend the w class and implement its presentation logic.

COApp may use nothing or one or many COAppFrames 56a, 56b May be used. The COApp interface may be used, for example, to pass messages between applications, a public void process.

Provides a public method for passing a COParm message object such as Message COParm message. The COParm class contains a set of name-value pairs used to present information or requests. enterpr ise. Start by entering a company-wide resource locator URL such as com. After the connection is successful, the SSL handshake protocol may be initiated at this point as shown in step As described in detail herein, when an SSL client and server first initiate communication, they agree on a protocol version, select a cryptographic algorithm, and authenticate the server or, if necessary, authenticate each other.

And use public key cryptography to create a shared secret. Present a web page with name and password input fields for The user is then prompted to enter the name and password on the web page.

If it is determined that the software file containing the class for starting the session has already been downloaded, eg from a past session, steps 62, 64, 66 are omitted. User step 7 Once properly authenticated by the server at 6, another web page with the backplane object is downloaded at steps 78, 80, This page is referred to as the home page.

At the same time, all application software objects are downloaded at step If the system of the present invention determines that the backplane and application files have already been downloaded, then steps 80, 82 and 84 are not performed.

The backplane object is then instantiated in step Rights represent special services that users have priority to subscribe to and access. It also describes what rights a user may have within any single service. For example, from the COUSer context, the backplane can get a list of applications that the user is entitled to access.

In addition, each COApp is a COAppEntitymen Hold the set of rights within the application in the ts object. I know what to offer. The backplane stores user-specified rights in memory for access by other processes.

Step 90 after determining the rights Then the backplane launches a new thread to start the application toolbar. The application toolbar contains remote services that the user may choose to subscribe to and run. From the application toolbar, the user can select a service to run. When the user selects The selections are communicated to the backplane in steps 92 and 94 from the application toolbar which subsequently issues the graphical user interface program associated with the selected service.

The application toolbar remains on the user display after a particular service is launched. This is useful because if the user wants to launch another remote service directly from another remote service that was running a past service, then the user does not have to search the home page.

If the user’s attempted logon count is greater than the predetermined number of allowed attempts, as shown in step 98, then a message is communicated to the user in step and the user must restart the browser. If it is determined that the user password has expired, the user is prompted to change the password at step For example, a user may choose 3 for security reasons.

You may be required to change your password every 0 days. Each time a user changes their password, a new password is transmitted in real time to the server responsible for updating and maintaining the password entry for the user. The user then enters a new password in step and continues the process previously described in step The home page is searched after the user has been properly authenticated via the logon page.

The home page 79 is downloaded after authentication via the logon page and provides, for example, a set 95 of data management and reporting applications. Homepage 7 An application toolbar 71 is also provided that differs from the icon 95 in that it remains on the application toolbar screen even though 9 is no longer displayed. The home page also typically includes HTML links to other services These services may be the new information center, feature advantage, or system support center of the present invention.

Backplane Logic FIG. The user first selects an application in step COBac if the selected application is derived from COAppImpl The kPlane object 12 instantiates the desired application object by name. The COBackPlane12 is the CO in step It also creates a COAppStartThread object to manage the launch of AppImpl.

Each COAppImpl is launched in its own thread. COAppStartThread is the init of COAppImpl. Call the method. Here COAppImpl typically creates the application-specific classes it needs, including COAppFrame or its derived classes if desired. COAppStartThr The ead calls the start method of COApp.

Once star When the t method completes, COAppStartThread ends. When pulled from the Applet, a new browser window is created and directed to the HTML page from which the applet is loaded. This causes the browser to load the applet and call its init and start methods. In its init method, the applet is a COBackPlan Obtain a reference to the backplane by calling the static method of the e-class getBackPlane.

Also, in its init method, the applet is in the backplane and the backplane’s registerApp Notify that it has been dispatched by calling the method. Alternatively, if the desired application is an application that requires URL submission directly from the home page, as shown at step , then the desired application is the application’s as shown at step Called by retrieving a web page with a URL.

If the application wants to perform some additional authentication, they are free to search for the COUser object and not have to bother the user to re-enter their username and password.

Can perform whatever special authentication you require. During the processing of each application-specified function, the application obtains a reference to the application or backplane and calls public interfaces or methods on the reference to They can communicate with each other, not just the backplane. Then CO App requests termination from CoBackPlane.

COBackPlan if the selected application is derived from COAppImpl e creates COAppStopThread to manage the termination of COApp. As with startup, each COApp is stopped in its own thread. COAppStopThread calls the stop method of COApp. COApp will not typically override this method.

It is called for consistency with the COApp class applet interface. The applet’s stop method is called by the web browser when the web browser leaves a page from which the applet was loaded, such as to allow the applet to stop the animation. For consistency with this model, COApps may use this method to kill long-running threads. COAppStartThread is COApp’s destr Call the oy method. Here, COApp is typically the di for any thread stop and any COAppFrame objects.

Perform resource cleanup routines, including calls to the spose method. When pulled from the Applet, the web browser window containing the page from which the applet was dispatched is closed.

This causes the stop method of the applet to be called by the web browser. In its stop method, the applet is in the backplane, which is the backplane deregisterA Notify that it was stopped by calling the pp method. When such a request is received, the backplane sends a logoff transaction to the web server.

The backplane closes the toolbar, Instruct the web browser to log on the URL. Then the backplane ends. For example, if the help hypertext is selected from the application toolbar in step , the help URL is dispatched in a new browser window in step Similarly, when the customer support hypertext is selected in step , the customer support URL is set in step 12 At 8 it is sent out in a new browser window.

If the user selects the promotion hypertext in step , the URL of the new product information will be sent in a new browser window in step If the product overview hypertext is selected in step , the URL for the product feature will be sent in a new browser window in step If the user selects home in step , the home page will be redisplayed in step User The invention also includes a user device for representing the user of the current session. The user equipment is typically a Java.

It is implemented as a COUSer class that extends Objekt. The COUSer class object holds information including user profiles, applications, and their rights. To minimize network traffic, the amount of data propagated by the COUSer is initially minimal and is populated as the request is processed. Requests are typically processed by retrieving information from the OE service.

The profile information is then stored and, when such information is requested again, it is generated in the COUSer object.

The session object is contained within the backplane that manages the session throughout its life. The following code shows how this happens. getUser ; The logon method of the COClientSession object communicates with the OE server FIG. It is, for example, It contains a limited set of information such as the user name, a list of applications to which the user is entitled.

Details of each piece of right information are retrieved at the time of actual processing using those pieces of information. Order Entry As mentioned briefly, the order entry application in FIG. Not only used to order, fulfill, and generate invoices therefor. The application communicates to the order entry application for all authentication, entitlement and system management, not just the order entry service. The order entry application centrally handles these service requests for individual applications by providing a set of applications with all order entry and security information.

All access to a set of applications is controlled by user identifiers, passwords, as described herein. further, Individual users are specifically granted access only to the system objects they need: files, programs, menus, reports, etc.

Access to these individual objects is based on the customer privilege model, or rights, stored in the OE application database. Thus, all information about a customer and their level of access for each product within the set of network applications for which the customer subscribes is stored in the customer security profile database local to the OE application. Thus, OE applications are authorized based on the ability to prevent unauthorized access to data and applications within the system of the present invention by non-authorized customers, the ability of a customer to access multiple companies with a single userid, and the applications that are ordered by the customer.

For example, users may be added to the system without the intervention of the corporate support team. In summary, customers have the ability to add products and services to their account in an automated fashion, without having to individually input and output each application service, without contacting a customer support representative, all in one session. In addition, the communication service may be managed in a secure environment, and the network traffic may be monitored via the Internet, for example.

OE server 3 9 handles many transaction requests related to authentication and rights from other application services, from both the client side and the application server 30 side of the network. In addition, the OE server 39 receives the transaction request from the OE client application Transactions are typically message driven and include requesting and responding transactions.

OE server 39 responds to message requests by articulating transaction responses and transmitting them to requesting servers and clients. OE Client Application OE client application is one of the client browser applications running in web browser 14 and, accordingly, a GUI interface for an integrated set of customer data management and reporting applications, as described herein.

It provides a web-based GUI interface realized according to the standard. As will be described, the OE client application includes Java applications and applets that are dispatched at client startup by the backplane object and typically provide a common web-based GUI for interacting with customers on the front end side.

From this main window , a customer selects an order to fulfill an application service, requests a user identifier id , and creates a user security profile in the application’s data management set. Main window includes a menu bar with options for performing various OE tasks. The main window is It also includes a toolbar common to all data management applications.

Toolbar has buttons that also perform various OE functions. Typically, the user list is presented within the main window , or displayed as a tree Which is a Help menu option to be sent at OE help text. Toolbar Also includes options for company selection, refresh, full scale, full scale, print, and help. This object contains the user id and the default company for that user.

A main window with menu options and toolbar is then presented. The OE client application then sends a transaction message “Get OE security”, which includes the user id, company id, and OE application code in the message. The OE server 39 returns a racf id and an access level indicating whether the user is, for example, an external administrator admin , a member of an account team, an in-house administrator, or a customer support administrator. If the user sending the OE application is an external administrator, Since the external administrator only needs to display one company, the user list is displayed immediately.

In the case of an external administrator, the company name is retrieved from the OE server 39 by sending and receiving a “get user company list” transaction request and response.

When the user selects the company to display, The “get user list” transaction message with the company id is Sent to the OE server 39 to retrieve a list of user ids, a list of applications for each user, an access type for each application, and a report type for WRS. The client application also sends a “get application list” transaction message from the OE server 39 to retrieve the list, description and application array location of the application code. The user list is then displayed in the main window, as shown at This node orders new users.

May be selected for. The existing user node c may be selected to edit and add new applications for that user. Includes the ability to view pages, set up new users, and modify the various options available to existing users.

The user may select the notification medium, such as via page, email, or fax. In addition, the user may choose to have different notification media for different types of messages. During initial customer setup, paging and e-mail data is added for each user who is OE configured.

This information may be modified after initial setup. The object drawn from the public class is created to represent the message notification screen To modify existing data, the object retrieves existing information and creates fields. The user may then enter the appropriate fields as desired for the notification method.

The OE client application is Ja It is realized by utilizing the va application program and extending the COApp class which is one of the common applications provided and utilized in the present invention. Because the client program is not implemented as an applet, and because the client program utilizes a container frame for customer display window processing purposes, the client program will to some extent, regardless of the browser in which the backplane is deployed.

To run. Interact with the OE server in serving. For example, the attainment process monitors new customers being added to the system and notifies the attainment house accordingly FIG. The Achievement House may then send the appropriate subscription package to the new customer according to the information received from the Achievement Process. Another process, the arbitration process, may handle the synchronization of data with the mainframe system database and with the databases associated with the individual fulfillment systems.

Yet another process, the billing and issuing process, may handle directing billing and issuing information to another billing and issuing stream FIG. In general, a hierarchy is defined by the customer during the order entry process and describes a subdivision of the calls into nodes arranged in n different trees. The back-end services of the system of the present invention typically create a hierarchy at report time, creating a report as a node-by-node query on a result dataset extracted using any other provided criteria.

Apply the definition to that data. Hierarchical trees have essentially arbitrary complexity, i. an unlimited number of nodes. A call is assigned to each node according to the condition template. These filters may be applied at any node in the tree. Hierarchy categorizes results to this report at this level in the tree, along with selection criteria eg, “Report all calls at these nodes or their descendants” combined with other criteria. May be applied as both.

These rights and hierarchies are defined by the customer workstation May be modified via the OE client application running at. The OE server 39 responds to the request by retrieving the security profile for the requested information, articulating the appropriate transaction response messages, and transmitting them back to the requesting process. When the OE server 39 detects that the password has expired, the server 39 notifies the customer via the client application to change the password. The changed password is transmitted to the OE server 39 formatted with a message interface such as “change password request”.

Upon receiving the message, the server 39 updates the password of the designated user in the user profile stored in the OE database , and Respond to the client with the appropriate return code. Then, upon receiving the response, the login process may continue its normal course of processing. As briefly mentioned above, The right describes the privilege or usage right of the customer.

It not only describes what applications the customer may access, but also what the customer can do within the scope of that application. In addition, it describes the backend services that the application and customer combination may access. For example, a customer may be entitled to use or access many applications, and for each application, the customer may have another set of rights.

In this way, rights may be granted in two separate sets: That is, for example, a first set of what the customer is allowed to do within the scope of the application, such that the customer may have update access to one particular view and only read-only access to another view, and A second set that specifies which backend services this particular application and customer may access. Transmits and returns a list of authorized applications that are accessible to existing customers.

The backplane uses the list to determine which button on the home page to activate and thus control access to the product. Similarly, an individual backend application server may make requests for rights within its application to designated customers. For example, the reporting component of the system of the present invention, which is referred to herein as the “WRS” web-based reporting system, which provides its data management application reports to customers, reports to hierarchical data whenever a report needs to be generated.

Make a request. In response, the OE retrieves the corresponding hierarchical data and transmits them in real time to the WRS system as described. The required additional data is typically accessed from the corporate host system The OE server 39 may be implemented as a parallel server that enables simultaneous multiple client connections. The server 39 listens on a known port, and when a client connects, the server 39 forks a new process to handle the client connection.

The server 39 may also implement threads to handle each client connection. As an example, in order to determine which tier product should be searched and return the appropriate information when the “Get Hierarchical List” message is invoked in the client application to invoke a search of the company id list from the server In, a “hierarchical” class containing a Get method may be instantiated.

Another object may be invoked to format the data into a response message and return the message to the client. As another example, when a “get application list” request message is invoked on a client application, an “application” class that encapsulates the interface into a database table not shown with application information is instantiated.

In particular, the Get method of this class accesses the application table in the database and returns a list of application code and its description. Through the OE server, the integrated interface system of the present invention handles a wide variety of key functions for a set of network applications. Each application will henceforth be also referred to as an achievement system having an achievement client and an achievement server. The system of the present invention is a.

Handle security and authentication requests from both client and server sides of each fulfillment system as illustrated by -d and These requests are automatically created each time the customer requests the server. For example, when a customer clicks an icon of a service such as an online invoice from the home page FIG. For example, when the customer clicks the submit button, the backplane or platform verifies that the customer is valid by querying the OE system as shown at Once the customer is authenticated, he is presented with a list of authorized applications.

This list determines, for example, which button representing each application is active and thus controls customer access to products and services.

They may access the data directly within the OE to modify customer information and to add or remove subscribed services. One set contains only deltas, The other contains the complete hierarchy. Notifications are made to the OE when they are available.

The OE performs an arbitration process to update the hierarchical file. An example of an output is not only the backplane but also an authentication response to the client side of an individual application such as the reporting system Further, the list of accessible applications for the specified customer is output to the backplane platform via the platform web server The OE also outputs various updated data to the database system associated with a specialized individual application within the set of data management applications.

In addition, the individual fulfillment systems receive messages from the OE regarding modifications achieved by customer interaction.

For example, customer hierarchy data is sent by the OE in real time for updated report information. WRS As mentioned herein, the data architecture components of the system of the present invention focus on the presentation of real-time data as well as historical data. It provides client, middle tier services, and application proxy components that allow it to request, specify, customize, schedule, and receive. As detailed below, WRS reporting system includes the following components and messaging interface.

J being sent out of the backplane to enable the display and creation of reports and graphs Those components associated with the inbox client application , which utilize the ava applet FIG. Server , And those middle tier server components that enable the reporting functionality, including inbox server As described, the OE client and corresponding OE server 39 applications support WRS reporting functionality.

Retrieval of corresponding option data from OE server 39, transmission of report response or message to dispatch server 26, maintenance of report database, And the application that is responsible for managing the metadata used to display the report.

In the preferred embodiment, the RM server uses the G TC to listen passively for connection requests from UI client applications and other backend servers, receive and forward requests and their responses.

A client application process wishing to submit a request, eg, Report Requester , connects to RM by providing the port number and host name associated with RM in the request message. The request message received by the RM server is Converted to “metadata” format and validated by a parser object built into the Report Manager Proxy ‘which services incoming requests from the GUI front end.

If an error is found in the metadata input, the RM will return an error message to the requesting client. If the metadata passes the validation test, the request type is determined and the data The standard response will then be retrieved according to the metadata request sent back to the requesting client.

In one embodiment, a back-end domain frame application, known as an ODS server that supports the enterprise’s detailed operational decisions, provides the Report Manager with current data through the Talarian smart message processing interface Further, as shown in FIG. Although not shown in FIG. It should be understood that the reporting data for may be managed.

Preferably, a SQL interface is utilized to access the stored procedures used in processing requests and tracking customer reports. It should be appreciated that each report management function and scheduling function could be performed within a single server.

As with the operational data from ODS, the report request is Talar. Published by RS server for a subject that was previously defined on the ian server. When processing other incoming messages announced by backend servers using Talarian SmartSockets 4. Each message contains the tracking number of the report requested by the achievement server. The report scheduler interface also allows the user to specify a pager or e-mail account so that an e-mail or pager message can be sent to indicate when the requested report enters the inbox server To do.

Is the source of the data downloaded to the client user via. Once the report results are received from the data servers , and other backend or fulfillment servers not shown , the report manager server will send over the socket connection as shown in FIG.

Communicate corresponding report metadata to the inbox server The metadata is inbox server database 2 along with the report results. It will be stored at In this way, if the metadata needs to be modified, it will not connect with the information needed to display the report stored in the inbox.

As mentioned above, OE server 39 and database are repositories of user pick lists and user reporting rights. In particular, it It is shown connected to the inbox server and the report scheduler server The Report Manager does not connect with the OE or store metadata for the OE. However, it will include the information in the report metadata that tells the report requester client application it needs to get the information eg, selection list from the OE server Preferably, the message for the user in the inbox is of type report, data detail, alarm.

Sorted by report type, then report type, report name, date, and time. The polling thread typically looks for new additions to the list of messages currently displayed on the screen. When the polling thread finds a new addition, the screen display is updated accordingly. It is the determination of rights, which is the defining logical process. In the preferred embodiment, the report request may be performed immediately, periodically, or as a “one-off” to be performed later.

As described herein, the Report Scheduler Service maintains a list of requested reports for a specified user and forwards the actual report request to the appropriate middle tier server at the appropriate time.

Additional functionality is provided to allow the customer to manage their inventory, ie reschedule, modify or cancel remove report requests. It is an applet. Offered through. The report manager uses the metadata used to teach the report requester what a standard report should look like, and the “choice list” options that users have to customize the standard report.

Provide and include access to. It tells the Report Viewer Client how to display the report, what calculations or transformations need to be performed when it is displayed, and what additional customer-facing options the user has while viewing the report. Used to teach you what you are. It also Includes one common report view by running the GUI applet used for displaying and illustrating report data, including column movement, column suppression, single and multiple selection of columns and rows, spreadsheet data It has spreadsheet management functionality that defines what actions a spreadsheet can perform, including importing and exporting files, printing spreadsheets, and so on.

It also includes dynamic behaviors such as sorting report data, subtotaling report data, etc. It also has report data management functionality by defining what actions can be performed on the data displayed in the spreadsheet. In addition, the report viewer has functionality that allows the interpretation of metadata and communication with the backplane FIG. The report viewer application also provides report data eg, invoice, etc. to it.

Alternatively, it could accept a message instructing to display an image or text that may be passed by one of the applications. At one level, these metadata descriptions act like a catalog of relational databases, describing each row of the result set returned from the middle tier as an ordered collection of columns. Each column has a data type, a name, a desired display format, etc. The column description information is stored in any object and the entire result set is described by a list of these objects, one for each column, and standard viewers can present the result set in labeled columns.

Nesting these descriptions within each other addresses breaks and subtotals at any number of levels. The report requestor icon 95b may be selected, which activates the display of.

Further, in step , the user may select the report format associated with the reporting category. If, according to the user report selection, a report was already created and maintained in the Report Manager database, it will be displayed in the Report Inventory field on the appropriate screen. At step , a determination is made as to whether an existing report from inventory is selected. If an existing report is not selected, the user may launch a new report according to the customer-facing options that the user is entitled to for the selected report product, category, type, etc.

You will be prompted to create. Once an existing report is selected based on report product, category, type, etc. in step , the user is prompted in step to select from the following options.

That is, the report editing options as shown in step , in which case the selected report is the steps and 3. The delete report option, which is deleted at 39, and in that case the existing report, is the copy report option, which is copied for further editing, for example, as shown in steps and All initial values for retrieving metadata, customer-facing options, and GUI builder options from the report manager server needed to build edit a report are submitted according to the user’s rights.

When the user selects the paging notification option, the user is presented with a web page having a customer screen not shown that presents the user to select or enter their page number, PIN number and paging message description.

When the e-mail comparison option is selected, the user is presented with a web page having a customer interaction screen not shown that presents the user to select or enter his e-mail address. In particular, as described below, the message created by the report requester in accordance with the user request is first received by the report manager proxy ‘.

For example, parser object tools are utilized to decompose the metadata message sent by the report requester to validate the message. If the metadata passes the validation test, the request type will be determined, and then the appropriate service will be invoked where a standard response is sent to the requesting client.

It implements a stored procedure to send back to the report requester which uses the metadata to determine the type of screen that has to be played. It is understood that the selection of available standard template reports is based on user rights. If the report is a scheduled report, this request is also communicated to the fulfillment server at the time the report is due. To be done. In particular, in the preferred embodiment, the user may select a save save option or a save execute option.

In either scenario, the WRSEdit object is the WRS Allows the ScnMgr object to save reports to the RM server. The WRSScnMgr object sends out each screen save method that communicates with the DataManager object to put the screen data into its corresponding WRSSNode.

Once all of the WRSNode objects have been updated, the WRScnMgr object calls the SaveReport method of the DataManager object to build a hash table to contain all of the report’s data. CommunicationManager is A RptMan for creating RD metadata message from hash table agerMsg object, WRSC for direct communication with backend Leverages ommWrapper and WRSReportManagerUtilParser to handle any errors thrown by the server. The Report Manager creates the dispatcher object and Utilize the services of ser class objects and validation objects.

When the client determines that it has sent a valid message, the appropriate member function is called to service the request. The response is built inside the esql wrapper function after getting the required information through the stored procedure from the RM database.

Report Manager is RMServerSoc Create a ket object and send an ARDA message back to the client. When the report is submitted, the selected report type and reporting criteria are sent to the Report Manager. It Thereafter, as shown in step , the report scheduler server queues the ARD message for the report as shown in step and reports at the specified time s. Send an ARD message to the achievement server performing. Each application server server is responsible for creating a unique file name within its directory on the inbox server The attainment server then verifies that the FTP process was successful, as shown at step , and at step , the report manager server A notification is sent by the achievement server to the report manager to notify the location of the report scheduled to zero.

This is accomplished by using the “NRL” metadata message. The message includes a parameter that verifies if the FTP process was successful. If it is successful, the achievement server sends a message to the inbox stating that the file was successfully transmitted by transmitting the report name file name and location. When the achievement server encounters a problem executing a report, a notification is sent to the report manager.

It is set in the status field of rt. The error message description is placed in a text file and FTP FTP’d by the achievement server to the report location of the achievement server on the inbox server. The RM server then As shown in step , for example, the appropriate metadata for displaying the report. Build the metadata file by compressing it into an MTD file. The MTD file is utilized by the report viewer to know how to display the report.

as shown in FIG. FTP the MTD file to the inbox server. The RM server further indicates a status “C” indicating completion, as shown in step In particular, the RM server supplies a metadata “A” message to the inbox indicating the FTP file location. Via the report viewer, the report is available for viewing, downloading, saving or printing by the user.

From the dialog box, the user may select from three tabs: news tab, report tab and data tab. Selecting the Reports tab allows the inbox server to search both data and metadata files for those reports that have been run and were available for customer viewing. In particular, double-clicking on the selected report allows the report viewer application to display the selected report on the web page. Preferably, all report requester and report viewer applications communicate with the RM server by using the common object communication class.

It should be understood that sending report results and event notifications to. The attainment server and report manager server may communicate to the inbox server by making a request to the inbox proxy ‘. Proxies typically wait for a request from an application before servicing the request.

Processing the requests either internally in 0’or by forwarding them to the inbox server and then responding to the client ie, the fulfillment server in this case. To maintain secure connectivity throughout the system, the inbox proxy ‘includes an application program interface API that supports various types of data transport mechanisms such as synchronous transactions, asynchronous transactions, and synchronous bulk transfers. The transport mechanism is implemented as a socket message protocol, and the proxy handles the conversion process on a thread or process for each conversion criterion for servicing multiple concurrent clients.

Achievement servers , with large data transfers typically use the common shareware compression format ZIP, which is also PKZIP compatible. Alternately Altern Athely , achievement servers , that distribute information through inboxes May “place” the data in the inbox and defer zipping until after the inbox receives the data.

The report manager then retrieves and FTPs the appropriate metadata associated with the new data in the inbox and notifies the inbox of the new additions to the inbox, i. the new data and associated metadata.

The metadata is then stored in the inbox server database along with the report results. In this way, if the metadata needs to be changed, it does not interfere with the information needed to display the report contained within the inbox.

The parameters used in the metadata communication between the inbox client and the inbox server include, among other things, the list “L” message, which is a synchronization request for the list of all inbox items for the special user. The inbox fetch “F” function is a bulk transfer request that enables bulk transfer of requested files to the inbox client.

In this case, the ARD message is sent from the Report Requester Client to the RM Server and stored in the RM Inventory database for later execution. It must not be run until it is flagged as incomplete in le and the run option for that report is selected.

Otherwise, the report may be scheduled immediately upon the user selecting the save run button. Used through the various components of. The format of the interface message sent to the report scheduler server is the same as the interface message communication format returned by the RS server Thus, in the case of automatic recurring reporting, a variant of the process outlined in Figure 11 b occurs at step , whereby ARD requests are fulfilled at the programmed frequency, instead from the report scheduler.

Sent to the server. In particular, when a report is requested to be run, the report scheduler server FIG. Send an ARD request to the achievement server in a metadata message format with parameters as contained in the report definition add table provided in. Upon processing the metadata message, the achievement server responds to the report scheduler with an acknowledgment of the command and the process outlined in FIGS.

If the report is an ad hoc report, it is marked as inactive in the user reporting table once the status is complete. ODS As previously mentioned, the ODS data management tool of the present invention comprises a backend architecture that provides customers with data regarding their data management system. As described, the ODS system provides reporting of reporting data and customer response, and DataM for maintaining the data used for customer reporting.

Realize the art approach. The ODS stores the customer’s data, processes it incrementally, and loads this processed data into data marts. From these data marts, customer reporting data can be provided to customers daily via the WRS reporting system.

Such common data may include, but are not limited to, customer security profiles, and per-customer billing and issuance hierarchy.

For input into a system such as mainframe server process , the data may be provided as raw data from an external source that transforms and sorts billing and issuable records. Mainframe extraction process and data harvesting Common data gateway component , which includes process , receives these inputs daily for processing and monthly.

In particular, the mainframe extraction process builds a selection table containing all subscribed customers, compresses the file for transmission, and extracts report records from the runstream.


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OE server 3 9 handles many transaction requests related to authentication and rights from other application services, from both the client side and the application server 30 side of the network. In addition to the report viewer and requester components that implement a Java applet with a viewer class that enables downloading and viewing of reports created from the IEW server process , the inbox, report scheduler, and report manager configuration described above. The default value for the timeout two minutes can now be increased by setting the scraping-request-timeout parameter in the service configuration. QB Fix missing Total Text Fixed a problem where a Total text was sometimes wrongly suppressed.

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