100-Installation-FromScratch-WM

Govern Installation from Scratch – Workflow Management

Version 6.1 (In Development)

Overview

This section covers the steps and the best practices when installing Workflow Management 6.1 from scratch.
For upgrades or updates see 100-Upgrade where you will find tools, tips and training material to help with the upgrade.
Click on Installation 100-Install to return to the main Installation page.

  • Note to Govern Employees : See Test Case 100-Install from Scratch Workflow Management (20238)

Step by Step

The following steps need to be accomplished to install and configure Workflow Management.

1- Create Empty Database

  • Create new db, deploy and initialize database (run Verify Database twice)

2-Create Departments

  • In GNA Parameters, Department Maintenance, create 2 new departments with a multimedia-code:
    • d1: Dept 01 by PID (A/R….)
      • Sub-System Allowed (Land Management, Tax Title, Miscellaneous Billing…)
      • Multimedia Code (d1-Memo) – Not shared with other departments (i.e. Information Private to Department)
    • d2: Dept 02 By Name
      • Sub-System Allowed (Land Management 2)
      • Multimedia Code (pdf) and Multimedia Code (Stored in Database

3-Set A/R Sub-System Configuration for Workflow

  • in GNA Application Configuration, select A/R General Parameters and click on Land Management in Related Sub-System Parameters
  • Select Link A/R to Names option
TIP: Configuring the Workflow
– When saving the Kind and Category parameters, the save applies to the Kind dependencies (Categories and their added fields).

 

4-Configure Workflow Kind & Categories

  • in GNA, Application Configuration, select Workflow Management, Kind & Categories

 

 

100-Installation-FromScratch-WM

 

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100-Queries-(Advanced SQL Queries)

Advanced SQL Queries

The prior sections contained general rules that are to be followed when creating SQL queries. The following are specific examples of issues with advanced queries, and how they may be resolved.

A. Double Brackets Workaround

Database entries in Govern can have three (3) states, TRUE, FALSE, and NULL. The NULL is placed in a field as a placeholder when no data is entered. TRUE is equal to a value of -1, FALSE is equal to zero (0), and the NULL should equate with zero (0).

A NULL value is treated differently from other values due to its special nature. NULL and 0 cannot be compared because they are not equivalent.
The following example demonstrates how the NULL can be handled when it is encountered in the database.

In the following query…

Read More...

Query Fragment

SELECT PC_PARCEL.P_ID, PC_PARCEL.TAX_MAP, PC_ADDRESS.FORMATED_ADDRESS, PC_PARCEL.EFFECTIVE_YEAR, PC_PARCEL.INACTIVE_YEAR

FROM PC_PARCEL left outer join PC_ADDRESS on PC_PARCEL.P_ID=PC_ADDRESS.P_ID AND PC_ADDRESS.LOC_SEQ=0

WHERE (PC_ADDRESS.CIVIC IS NULL OR (PC_ADDRESS.CIVIC>=@pcfhouseno_0 AND PC_ADDRESS.CIVIC<=@pcthouseno_1))
AND (ISNULL(PC_ADDRESS.STREET,”) = ISNULL(@pcstreetname_2PC_ADDRESS.STREET,”))
AND (ISNULL(PC_ADDRESS.SUFFIX,”) = ISNULL(@pcstreettype_0PC_ADDRESS.SUFFIX,”))

In the above query, the SQL ISNULL() function is used, so that when searching specified columns in the table, should a NULL character be encountered, the ISNULL() function will equate it with zero (0). In the above example a modification in the form of double square brackets “[[ ]]”, have been added to the query. This modification has been made for the DAB. When When the DAB encounters double-brackets it will immediately use the data type of the TABLE.COLUMN combination that are within the brackets to declare the leftmost variable that is outside of the brackets, in our case the ISNULL.

B. NULL Characters Alternate Method

As stated in the previous example, the database entry can have three (3) states, TRUE, FALSE, or NULL. A check box in a user interface can have two (2) states, TRUE (-1), or FALSE (0). We would need to code our query to equate a NULL with a zero (0). The following example demonstrates an alternate method of handling the NULL character.

Query Fragment

AND(PC_PARCEL.NON_PARCEL_FLAG=@pcnonparcel_0 OR ( 0=@pcnonparcel_0 AND PC_PARCEL.NON_PARCEL_FLAG IS NULL))

The above statement is written to handle the NULL by equating NON_PARCEL_FLAG with NULL.

The above example statement can also be recreated with the double brackets method. The statement would be as follows:

AND (PC_PARCEL.NON_PARCEL_FLAG=@pcnonparcel_0PC_PARCEL.NON_PARCEL_FLAG,”)

C. Linking Interface Selections

We would like to present the user with a search option that will include inactive parcels. Unfortunately in the database there is no field in the database that will tell you that a parcel is inactive. To be able to link something that does not exist in the database to something that does, and get a TRUE or FALSE value that we can then manipulate.

The PC Inactive Parcel field does not exist in the database but we want the user to use the check box, it will have to be linked to one that is of the same type. i.e. integer, float, text, small int, etc.

Create a dummy condition

This is a condition that will always return a value of TRUE, this also declares a variable based upon a column.

AND (PC_PARCEL.NON_PARCEL_FLAG=@pcinactiveparce_0 OR 1=1)

To declare the pcInactiveParcel object, we will link it to a field that is of the same type as that required by the checkbox, i.e PC_NON_PARCEL_FLAG. The DAB will now be able declare pcInactiveParcel as valid.

The conditions are now set for the two states of the checkbox option…

AND (( 0=@pcinactiveparce_0 AND PC_PARCEL.EFFECTIVE_YEAR<= year id AND

PC_PARCEL.INACTIVE_YEAR > year id )

OR (-1 = @pcinactiveparce_0 ))

If the Include Inactive Parcel option is not checked, i.e. FALSE (0), or Include Inactive Parcel is checked, TRUE(-1).

Following the above steps, we are able to declare a variable based upon a column. Based upon the fact that the variable does not exist, the Data Access Block (DAB) is being directed not to look directly at the column, but rather it is being told what to expect.

Related Topics

Query Types
Advanced SQL Queries
Keywords
Best Practices for SQL Queries
Special Cases

SQL Syntax rules for GNA – 100-Queries

 

100-Queries-(Advanced SQL Queries)

 

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100-bp-ExecuteQuery

Standard Batch Process – Execute Query

General

The Execute Query batch process is distributed as a standard in Govern OpenForms. It is used to run an update query on the Govern database. You can select a query and run it on the fly or create a schedule to run the query at a later time or on a regular basis.
You can run only one query each time that you execute a batch process. However, you can create multiple schedules and associate a different query with each process and you can also create multiple batch processes of the same type (process name) and associate different reports, e-mails, and schedules with each one.

  • Process description: Execute Query
  • Process name: co_executequery

 

Specification

  • Update and Selection Queries can be executed
  • Queries are defined in Govern Administrator (GNA)
  • Selection queries will generate a CVS file with the query results
  • Update queries do not generate attachments
  • Refresh (F5) in Govern is needed for newly created queries

 

 

100-bp-ExecuteQuery

 

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100-bp-Execution

Standard Batch Process – Execution & Connection

Version 6.0 and Version 6.1 (In Development)

Overview

The following explains the type and mode of batch executions.

Transaction Type

A Govern batch process can run synchronously or asynchronously.

Synch

In synchronous batch processing, transactions are processed one after another in a sequence.
If there are multiple steps in the process, one step is completed before the next begins.

Asynch

In asynchronous processing, multiple operations are started and run at the same time. As soon as one finishes, the next begins.
Multiple steps can run at the same time; for example, steps one, two, three, and four can all begin at the same time.
For long batch processes, using asynchronous batch processing can speed up the transaction time, because multiple computer operations or threads are processed at the same time compared to synchronous batch processing, where one operation has to finish before the next can begin.

IMPORTANT: If a batch process has multiple steps that need to be performed in order; for example, if the results of the first step are required for a calculation in the second step, use synchronous batch processing.

 

Connection Pool

You can define a Maximum Connection Pool Size for asynchronous batch processing in the addition to the general Connection Pool Size. You can also set a Connection time out for batch processes.
These parameters are defined on the Connection Key General Parameters Management form in GNA.

The Connection Pool is the number of connections that can be open on the server at the same time. Connections are required for the asynchronous batch processes. They are used by the threads to perform operations for batch processing. They are also required for all other Govern operations from all deployments in your organization.

The Connection Time Out refers to the length of time that a batch process executes a query before a time out occurs. The default is zero (0). This means that there is no time out.

Transaction Mode

Select one of the following transaction modes for the process.
Break If One Transaction Failed
The process terminates when the transaction fails.

Roll Back If One Transaction Failed
The process terminates when a transaction fails. All the transactions that were completed are cancelled. All the computations are returned to the starting point.

IMPORTANT: The roll back can take a long time to execute if the error occurred at the end of the process.

Continue If One Transaction Failed
The process continues to run even if a transaction fails.

 

 

100-bp-Execution

 

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998-re-bp-117

New York State – Property Tax Freeze
Back to 900-Home … Module wiki Maps Standard Features | Accounts Receivable | Cash Collection | Real Property Tax | Mass Appraisal… Last modified Jan 31st 2016

Table of Contents

Batch Compute User Interface
Batch Processing (technical)
What’s New
Troubleshooting

VERSION 6.0 (under construction)
Specification Overview
Purpose
The purpose of this batch program …….

Identification

  • Process Name: NY_TAXFREEZE_EX – to verify
  • Requirement Number: 15979

Records to be processed:

  • Year selected: or all if none selected
  • Records (parcels) selected: all, saved named dataset (includes autosave dataset), jurisdiction, neighborhood
  • Record Frozen-id = zero (current)

Records to be calculated:

  • When the ……

Batch Processing:

  • The batch program can be scheduled to run periodically.
  • The transaction Mode “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default
  • Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

Batch Compute User Interface

The following parameters and options are available:

Year :

  • All if no year is selected. The year field is user persistent and displays the year selected when the batch process was last run – to verify

Parcels to compute option:

  • All, or by Jurisdiction, Neighborhood or Saved Name Datasets – to verify

TIP: If you turn on the TREEVIEW Synchronization option (Govern’s Option menu), and select the AUTOSAVE from the Saved Datasets drop down table, the compute will processed all records in the user’s Dataset Treeview.

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid. – to verify

  • On error, the parcel id will be displayed in the message
  • Double-click on the message to access the full text

Once completed, information will be displayed, that includes:

  • Parameters and Options used
  • Total number of records read
  • Total number of records processed

Batch Processing (technical)

Before Executing Subprocesses:

  • Select all parcel ID and frozen ID related to the year (or all year if none selected) the jurisdiction, or the neighborhood or the saved dataset if chosen.

Execute Subprocess

  • For each batch process

Error Reporting
In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

  • After changes, it is always best to compute for a single year and small dataset
  • The parcel id is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

See Also

The following information might be of interest

Batch Compute User Interface | Batch Processing (technical) | What’s New | Troubleshooting

998-re-bp-130

New York State – Nassau County – Paid/Unpaid [output]

Version 6.0 (In Development)

Specification Overview

Purpose

T/C

Identification

  • Process Name: NY_NASSAU_CNTY – to verify
  • Requirement Number: not on roadmap

Records to be processed:

  • Year selected: or all if none selected
  • Records (parcels) selected: all, saved named dataset (includes autosave dataset), jurisdiction, neighborhood
  • Record Frozen-id = zero (current)

Records to be calculated:

Batch Processing:

  • The batch program can be scheduled to run periodically.
  • The transaction Mode “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default
  • Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

Batch Compute User Interface

The following parameters and options are available:

Year :

  • All if no year is selected. The year field is user persistent and displays the year selected when the batch process was last run – to verify

Parcels to compute option:

  • All, or by Jurisdiction, Neighborhood or Saved Name Datasets – to verify
TIP: If you turn on the TREEVIEW Synchronization option (Govern’s Option menu), and select the AUTOSAVE from the Saved Datasets drop down table, the compute will processed all records in the user’s Dataset Treeview.

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid. – to verify

  • On error, the parcel id will be displayed in the message
  • Double-click on the message to access the full text

Once completed, information will be displayed, that includes:

  • Parameters and Options used
  • Total number of records read
  • Total number of records processed

Batch Processing (technical)

Before Executing Subprocesses:

  • Select all parcel ID and frozen ID related to the year (or all year if none selected) the jurisdiction, or the neighborhood or the saved dataset if chosen.

Execute Subprocess

  • For each batch process

Error Reporting
In addition to the standard Batch Processing standard error reporting, the following will be validated:

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

  • After changes, it is always best to compute for a single year and small dataset
  • The parcel id is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

See Also

The following information might be of interest

 

 

998-re-bp-130

 

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402-arccservice

402-arccservice #400499 #WebServices #API #ARCCWebServices

Accounts Receivable and Cash Collection API WEB Service
See also System Options (200) | 3rd Party Integration (300) | API/Services (400) | Customer (900)

Table of Contents

Overview
Installation and Setup
What’s New!
AR Web Service for Key Bank (TM)
Documentation
Version 6.0 / 6.1
Version 5.1

Overview

The Govern Payment Notification Web Service service is mainly used when cash is collected via a 3rd party software.

Installation and Setup

In Deploy-EZ:

  • Download the Binaries for the required release (4.7, 5.1, 6.0., 6.1…)
  • Deploy and Install the Govern WCF Service (Standard bundle with PC&GIS, AR&CC) for each deployment

For more information, see Download and Install on Govern API and Services main page.

What’s New!

AR Web Service for Key Bank (TM)

Key Bank’s web-based CSR Application (Payment Center) is used to process credit card transactions from cashiering stations. Govern provides a Payment Notification Web Service that can be utilized by Key Bank’s payment processing applications; Govern is used for Cash/Check transactions. In order to accommodate this process, a new method (AR_ExecutePaymentKeyBank) was added to the Govern A/R Web Service to support the Key Bank payment notification. This method uses key-value pairs as input parameters. For method details, refer to the updated Govern Accounts Receivable and Cash Collection API Web Service document. See Documentation section below.

Documentation

Version 6.0 / 6.1

UPDATE! Documentation | GIS Add-in setup | Mock-up Program Service | How to use the mock-up | KeyBank update
402_AccountReceivableServiceAPI.pdf

Version 5.1

Documentation | Mock-up Service | How to setup the Mock-up | How to use the Mock-Up