Dynamic Search Objects

Dynamic Search Objects

Overview

All items that appear on the Search pages, including the search criteria and the labels are referred to as Objects. To display the objects on a Search page, you need to link them to a Search Style.
Through the Dynamic Search Object management tool, you can create the Search Objects and assign properties and behaviors to them.

The Search Objects Management tool has three sections

  • Available Objects: Available Objects list box displays the existing search parameters or Objects. Once a Search Style is applied, the objects can be added to the Search page and used as search criteria.
  • Properties: The Properties section displays the attributes of the selected object. Use the Properties section to create a new object or to modify or delete the attributes of an existing object.
  • Behaviors: Behaviors define how the data appears on the Web, and how they are stored in the database.

Creating an Object

Read More...

An object is a parameter that can be used as a condition for a search. Alternatively a series of different objects can be collected together as a group.
For example, objects such as House No.(From) (Location) and House No. (To) (Location) can be used as part of a group that allows the user to enter an address range in a search for parcels.
To create an object in GNA, from the ribbon:

  1. Select Editors (tab) > Dynamic Search Configuration (group) > Dynamic Search Objects.
  2. When the Dynamic Search Objects form appears, click Create a new item to create a new object.
  3. In the Code field, enter a string to identify the object in the database; use a maximum of 15 characters.
  4. In the English Short Description field (or the Short Description field for your first language), enter a description using a maximum of 25 characters.
  5. For the English Long Description field, enter a description up to a maximum of 100 characters.
  6. From the Control Type drop-down menu, select one of the following:

Selecting a Control Type

Control_Type_ Description
Check Box

Select this control type to display a check box to the user.

Note: When you select the Check Box control type, you need to consider the Checked option, under Behaviors. Select Checked if the object is to be selected (Ö) by default.
Combo Box

There are three options for the combo box:

User Query: Select this option to display items from a customized query. Then enter the query in the Query text box.

System Table: Select this option to display items from a system table.

User Table: Select this option to display items from a user table.
Label Select this type to display the object as a label or heading.
Text Memo Select this type to display a Memo field, for notes and comments. This type can accept an unlimited number of characters.
Textbox

There are nine textbox types. Select one of the following options to define the type of entry to accept.

Alphanumeric: Select Alphanumeric to accept all alphanumeric characters.

Currency: Select Currency to accept numeric characters, decimals, commas, spaces and currency symbols, such as the dollar sign ($). Entries are formatted according to the currency standards of the cultures entered on the Web Configuration tab of the Data Access Block.

For example, if en-ca and fr-ca are entered, $50.00 or 50,00 $ are accepted.

Date: Select Date to accept alphanumeric and special characters. The date is formatted according to the setting selected on the Updata Retry.

Date / Time: Select Date / Time to accept alpha-numeric and special characters. This is formatted according to the server.

Numeric with Decimal: Select Numeric with Decimal to accept numeric characters and decimals only. No letters or special characters will be accepted.

Numeric without Decimal: Select Numeric without Decimal to accept numeric characters only. No decimals letters or special characters will be accepted.

Pattern: Select Pattern to apply a field mask or pattern to the data entry. The field mask automatically formats the data entered in the field according to a set pattern. For example, you can define a pattern for phone numbers and apply it to the Telephone fields. If the user enters 18005618168, this is automatically formatted as 1-800-561-8168.

When you select Pattern, the Pattern Name and Custom Pattern fields appear. You can select a pattern previously saved to the Govern database or create a new one.

Tax Map Number: Select Tax Map Number to apply the mask or pattern, saved in the Govern database, to the user entry tax map number.

Time: Date / Time: Select Time to accept alpha-numeric and special characters. This is formatted according to the server.

7. In the Behaviors group, select all behaviors that apply to the object.

Behaviors group

Behavior Description
Encrypt Select Encrypt to encrypt the data in the database.
Force Uppercase Select Force Uppercase to save and display the user entry in uppercase.
Mask Entry with (**) Select this behavior to mask the user entry with asterisks, as with password entries.
Perfect Match Select Perfect Match to accept a full and exact match only. For example, to retrieve an account, the user must enter the full account number. A partial number is ignored.
Checked

The Checked behavior applies only to the Check Box control type.

Select this option to display a checked box, by default.

Deselect this option to display an unchecked box, by default.
Visible

This behavior is selected by default, meaning that if the object is added to the Web page, it will be displayed and made visible to the user.

Deselect this behavior to make the object invisible to the user.

8. Click Add to add the new object to the Available Objects list box and to the USR_WEB_SEARCH_OBJ table.

9. In the Table and Column drop-down menus, select the Govern database table and column, that will be used for the search.

Create a Parcel ID Object

In the following example we will create a Parcel ID object which, when referenced, will be used for entering parcel ID numbers.

  1. In the Search Object Management form, click Clear All Entries to start a new entry.
  2. Enter pcParcelIDseg in the Code field.
  3. Enter “Parcel ID Seg” in the English Short and Long Description, repeat the same description, or the following translation, “ID de la propriete seg” in the French Short and Long Description fields..NOTE: When a Short Description is entered and you click in the Long Description field, it is copied into the Long Description field.
  4. Under Control Type, select Textbox – Numeric without decimals
  5. Select PC_PARCEL for the table type.
  6. The Column that will be used is P_ID; there will be no Default Value.
    Take note of the code name that the object is given so that you can reference it for other examples.

Create a Tax Map Object with Default Values

Certain municipalities may have specific requirements for Tax Map numbers. For example a specific numeric sequence may be required as part of the Tax Map number. To minimize errors during frequent entry, a default sequence may be set with the requisite numbers. In the following example we will create a Tax Map search object that will have default values in the fields.

NOTE: The system will only allow one pattern for the Tax Map Number. The mask for this pattern is defined in the Global Field Validation Mask Editor.

In the Dynamic Search Objects editor…

  1. Click New.
  2. Enter pcTaxMapSeg in the Code field.
  3. Enter English short and long descriptions called Tax Map Number Pre
  4. Repeat the short and long descriptions for the French fields
  5. Select a Control Type of Textbox – Tax Map Number.
  6. Select PC_PARCEL from the Table drop-down menu.
  7. Select TAX_MAP_UFMT from the Column drop-down menu.

The Default Value is where the required sequence is entered. When a Tax Map mask looks like the following: “##-###-##-##-####”, and it needs to contain a default sequence with the following “-110-33-”, i.e. all tax maps will contain these numbers, this sequence can be entered in the Default Value field:

NOTE: When entering values into the Default Value field, DO NOT enter any quotation “ “ marks; only the dash “-” and the numbers are required.

Enter this sequence: “-110-33-“; without quotation marks.
Do not use this sequence: “XX-110-33-XX-XXXX”
“X” represents space characters.

NOTE: Space characters in the Default Value field are not required and will not work.

8. In the Default Value field (A), enter -110-33- with no spaces before or after the sequence.
9. Click Save, to add the new object to the list.
10. If any additional changes are required, make them, then click Save to save the object again.
The resulting object when used in the MSGovern.NET search form will appear with the entered sequence as a default (A).

Modify an existing Object

To modify an object:

  1. Highlight the object in the Available Objects list box.
  2. Make any required changes to the parameters on the form.
  3. Click Save.

Deleting an Object

To delete an object:

  1. Highlight the object under the Available Objects column on the left hand side (LHS).
  2. Click Delete; a confirmation window will appear.
  3. Click Yes to delete, or No to cancel.

See Also

Dynamic Search Objects
Dynamic Search Styles
Dynamic Search Groups

 

 

103-ed-014

 

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201-na-fea-201

201-na-fea-201 #200299 #201 #SystemOptions #egovmodule

e-Profile Password Management
Overview | General Setup | Form Custom Control Settings | Form Attribute Settings | Security Settings

Overview

It is now possible to manage e-profile logins using the Name & Address Govern Openform.

201-na-001-fea-001-(uiTN).png
Set Password Feature

Click to enlarge

General Setup

In order to use this functionality you need to do the following administration changes:

  1. Add the custom control to the (NA01) Name & Address model.
  2. Change the (NA01) attribute type of WEBPROFILEACCESS to ‘Checkbox’
  3. Synchronize all in Govern Security Manager (GSM)
  4. Change permissions if needed of the button ‘view’ in GSM. Default is on.

Form Custom Control Settings

Open the model and right-click to add a new action button CUSTOM CONTROL.
You must fill in the following information.

201-na-001-ctl-(uiTN)-(setup)-ManageEportalNames.docx.png
Custom Control Setup

Assembly Name: WPFCustomControl.dll
Class Name: EportalLoginManage
MethodName: LoadUserControl
Embedded Image: Icon_Generic
Is Alone: False
Tool Tip: Set Password
Label Text: Set Password
Width: 300
Heigth: 200

Click to enlarge

Form Attribute Settings

Change the web profile access attribute to a checkbox (WEBPROFILEACCESS).
Set the UI Map ID to 11.

201-na-001-fld-(uiTN)-(setup)-ManageEportalNames.docx.png
Web Profile Access Attribute Setup

Click to enlarge

Security Settings

You first need to run a Synchronize all. Then you can remove the VIEW of the action button by going into the profile, then the form and clicking on the Set Password button.

Overview | General Setup | Form Custom Control Settings | Form Attribute Settings | Security Settings

Dynamic Search Styles

Dynamic Search Styles

Overview

Use the Dynamic Search Style management form to create search styles. A Search Style displays the Objects that appear on the Search page, these include search criteria and labels, and when initiated, launches an SQL query.
The Dynamic Search Style Management tool consists of two parts:

  • Available Styles (by Sequence): The Available Styles list box displays the existing search queries or Styles. To view the details on a style, highlight it in the list.
  • Styles: The Styles tab displays details on the selected object. Details include a list of the linked objects and the SQL query.

Linked Objects

The linked objects are listed in the order that they appear on the Web page.
To modify an Object Sequence:
Linked Objects: Linked Objects appear on the Web page in the order they are listed in the sequence.

  • Click Up to move the object towards the top of the list; so that it is performed nearer to the beginning of the sequence.
  • To move the object towards the end of the list, click Down. When moved down it is performed closer to the end of the sequence.
  • Click Add to open a secondary form where you can select objects to add to the sequence.
  • Highlight the object or objects that you want to add. Then, click Add on the secondary form.
  • To remove an object from an object sequence, highlight the object, in the Linked Objects list box and click Remove

Read More...

Creating a Style

To create a new style:

  1. Click New to clear the form.
  2. In the Code field, enter a string, with a maximum of 15 characters, to identify the style in the database.
  3. From the Key to Retrieve drop-down menu, select the reference ID to retrieve in the search.
  4. In the English Short Description field (or the Short Description field of your first language), enter a description to a maximum of 25 characters.
  5. In the English Long Description field, enter a description to a maximum of 50 characters.
  6. Repeat steps 4 and 5 for the French, Spanish (or your second language) fields.
  7. Select the objects to link to the style, using the Add button.
  8. Define the order of the Object Sequence, using the Up and Down buttons.
  9. Compose your query in the Query edit box, or copy and paste it from another application.
  10. Click Add, under the Available Styles list box to add it to the list.

Modifying a Style

To modify an existing style:

  1. Highlight the style in the Available Styles list box.
  2. Make your change on the form.
  3. Click Save to resave the style with the new parameters that have been search.

Deleting a Style

To delete a style:

  1. Highlight the object in the Available Styles list box.
  2. Click Delete.

Create a Dynamic Search Style Query

NOTE: A basic understanding of Structured Query Language (SQL) queries is a prerequisite for this example.

Design the Query

In the following example we will create a query that will perform a search by Parcel ID (P_ID). This query will use an object that was created in an earlier example in this document. See Create a Parcel ID Object.
In the database, the table that is being searched is called PC_PARCEL. In addition we will also retrieve information from other columns in that table. The additional information that would be of value would be the Tax Map Number, Subdivision, the Effective Year, and Inactive Year.
A basic SQL query would consist of three parts, a SELECT statement, a FROM statement, and a WHERE clause.
The following is our example statement…
SELECT PC_PARCEL.P_ID, PC_PARCEL.TAX_MAP, PC_PARCEL.SUBD,
PC_PARCEL.LOT, PC_PARCEL.EFFECTIVE_YEAR,
PC_PARCEL.INACTIVE_YEAR FROM PC_PARCEL WHERE
PC_PARCEL.P_ID=pcparcelidseg
The SELECT statement indicates the columns that are to be displayed in the
Results pane.
The FROM statement will indicate the table that the columns are to be selected from.
The WHERE clause is used as a filter for the results, i.e. we say “WHERE” PC_PARCEL.P_ID is equal “=” to the pcParcelID2 object.
The pcParcelID2 object is a search object that was created in the Search Objects Management form. See Create a Parcel ID Object.
Creating the Query in GNA
To build the Query in Govern New Administration (GNA)…

  1. In GNA select Setup > Search Configuration > Manage Styles.
  2. To start a new entry, click Clear All Entries.
  3. In the Code field, enter pcParcelID2.
  4. In the English Short and Long Description fields, enter By Parcel ID2.
  5. Enter Par ID de la Properiete in the French Short and Long Description fields.
  6. In the Linked Objects (by sequence) field, click Add (1); this will display an Available Objects screen (2).
  7. In the Available Objects screen, select the parcel ID object that was created in the Create a Parcel ID Object example , Parcel ID Seg. Click Add.
  8. You will be returned to the Search Styles Management form.

At this stage you are ready to enter the query that was designed earlier. If you find the Query field space too restrictive when typing, one method you can use is to create the query in a text editor. After typing in the statements, copy and
paste it into the Query parameter.
Type in the query as follows:

SELECT PC_PARCEL.P_ID, PC_PARCEL.TAX_MAP, PC_PARCEL.SUBD,
PC_PARCEL.LOT, PC_PARCEL.EFFECTIVE_YEAR,
PC_PARCEL.INACTIVE_YEAR FROM PC_PARCEL WHERE
PC_PARCEL.P_ID=

When we compare the above statement to the one that was create earlier, the object called pcParcelID2 has been left out. The reason for this is that when we want to include objects that are in the Govern system, the Search Styles Management form can take care of the entry and append any required special characters that the system may require.
To specify the Parcel ID object in your query…

9. Place your cursor immediately after the “=” sign (1) in your query statement, under the Linked Objects (by sequence) field (2), double-click on the Parcel ID Seg.
10. The object name is addded to the query; click Save.

NOTE: In the above final statement you will note that there is no space before or after the “=” sign. This is one of thesyntax rules that should be followed when creating queries.

For a list of SQL query rules that should be followed in GNA, see SQL Syntax Rules for GNA.

Viewing Results in MS Govern

When the style has been saved, it can be seen in Govern.
To view the Search Style in MSGovern.NET…
1. Open a Profile in MSGovern.NET.
2. From the Ribbon, select Views tab; Predefined Searches > Search Styles > By Parcel ID 2.

3. Click the Predefined Searches tab to display the Search form.
4. The search form will display your object (A) and when you perform a search, the columns that you had requested in your query will be displayed.

Query Result Column Titles

As seen above (B), when results are displayed, the titles used for the requested columns are those of the database tables. When keeping an enduser in mind, column names used in the table, although acceptable for a database programmer, usually do not offer too much value to an end-user. For example, a column titled ”P_ID” is more understandable if it were called “Parcel ID”, or “SUBD” if it were called “Subdivision”.

Change Column Titles with an Alias

To customize the display of the column titles in our query results,’ display titles that are descriptive to the user will involve the use of an Alias. The syntax for using an alias in our SELECT statement is as follows…

SELECT PC_PARCEL.P_ID AS ‘Parcel ID’

The SELECT statement is used to indicate the columns that are to be displayed in the query results. AS is used to designate the alias name to be used for the resulting column title.
NOTE: When using AS ensure that the alias name is surrounded by an opening and closing single quote, e.g. ‘Alias_Name’.
If one were to modify the following Dynamic Search query for a search by Inspector, the following statement…

SELECT PC_PARCEL.P_ID,
PC_PARCEL.TAX_MAP,
PM_INSPECTIONS.INSPECTION_DATE,
PM_INSPECTIONS.STATUS,
NA_NAMES.NAME_INDEX
FROM PC_PARCEL,
PC_LK_PARCEL_INSP,
PM_INSPECTIONS,
NA_NAMES
WHERE PC_PARCEL.P_ID=PC_LK_PARCEL_INSP.P_ID
AND PC_LK_PARCEL_INSP.IN_ID=PM_INSPECTIONS.IN_ID
AND PC_LK_PARCEL_INSP.MASTER_DEPT=PC_LK_PARCEL_INSP.DEPT
AND PC_LK_PARCEL_INSP.MASTER_DEPT=department
AND PM_INSPECTIONS.NA_ID=NA_NAMES.NA_ID
AND NA_NAMES.NAME_INDEX LIKE @ininspector_0

…can be rewritten with aliases using the AS statement…

SELECT PC_PARCEL.P_ID AS ‘Parcel No.’,
PC_PARCEL.TAX_MAP AS ‘Tax Map No.’,
PM_INSPECTIONS.INSPECTION_DATE AS ‘Inspection Date’,
PM_INSPECTIONS.STATUS,
NA_NAMES.NAME_INDEX AS ‘Inspector Name’
FROM PC_PARCEL,
PC_LK_PARCEL_INSP,
PM_INSPECTIONS,
NA_NAMES
WHERE PC_PARCEL.P_ID=PC_LK_PARCEL_INSP.P_ID
AND PC_LK_PARCEL_INSP.IN_ID=PM_INSPECTIONS.IN_ID
AND PC_LK_PARCEL_INSP.MASTER_DEPT=PC_LK_PARCEL_INSP.DEPT
AND PC_LK_PARCEL_INSP.MASTER_DEPT=department
AND PM_INSPECTIONS.NA_ID=NA_NAMES.NA_ID
AND NA_NAMES.NAME_INDEX LIKE @ininspector_0

Column Titles That Should Not Be Used

It should be noted that when you select an alias name for your column titles, it should not be the same as one of Govern’s Keywords.
For example in the above, the obvious column title of ‘Parcel ID’ was not used, instead ‘Parcel No.’ was used. The reason for the change is that ‘Parcel ID’ is a system reserved keyword.
Refer to Govern for .NET Keywords for a list of KEYWORDS THAT SHOULD NOT be used.
To use the above modified query in Govern.NET, in GNA either create a new query or for this example, modify an existing query.
1. Select Setup > Dynamic Search Configuration > Dynamic Search Styles…
2. In the Web Search Styles Management form, select an existing style, or create a new style. See Creating a Dynamic Search Style Query for details.
3. Modify the query statements in the Query parameter.
4. Click Save to save the modifications.
In Govern.NET…
5. Perform an Inspector search in Govern.NET; specify By Inspector (1).
6. Enter a required name in the parameter (2) or directly click Search for Results (3).
7. You will note that the column names are using the specified alias titles.

NOTE: Alias names are not case sensitive, titles are presented in capital letters

Dynamic Search Queries on the Web

The process to create queries that are to be accessible on the web is the same as creating Dynamic Search queries. The major difference is in the location where the aliases are to be defined.
For Web searches column titles are defined in the resource file. This allows for the re-use of the column titles in other searches. For example if the P_ID is defined as Parcel No., it will always display as Parcel No. whenever it is used.
This approach centralizes the definitions and minimizes the chances of error when multiple aliases have to be defined in each search style.
To make the entries into the resource file, you will need to use the Govern Resource Editor. The Resource Editor is included in GNA. Under Setups / Editors > Editors > Resource File Editor. See Resource File Editor for details about using the Resource File Editor.

NOTE: The Resource File is located in the root directory of the deployment folder and should only be edited by a system administrator.

Modifying Web Search Result Column Headings

To make alias entries in the Resource File…

  1. In GNA, select Setups /Editors > Editors > Resource File Editor.
  2. In the Resource File Editor select File > Open…
  3. Navigate to the root directory of your deployment; in the ResourceFiles folder, select the GovernNet.en.resources resource file.
NOTE: Editing Resource files should only be done by qualified individuals with Administrator privileges.

In the Resource File, the function that you will be looking for is called WEB_CO_SEARCHPANEL. This function is located in the Web (WB) module of the Resource File.

4. In the column on the left hand side; click on the “+” beside WB to expand it and view all the functions within the module, or perform a search for the string with the find menu option. See
5. When the WEB_CO_SEARCHPANEL function has been located, click to select it; the keys will be displayed in the pane on the right hand side.

Format for Entering the Alias Key

When the keys for the aliases are entered into the function, they must be named in a format that the system is expecting. The format to be used is as follows:

COLmyHEADING_CH

Where myHEADING is the title of the column in the table. The entry is padded with “COL” on the left hand side and “_CH” on the right hand side. For example if we wanted to enter a column title called SUBD, the entry would be COLSUBD_CH the alias title to be used will be Division.
NOTE: The COL and _CH padding are mandatory for your entry to be recognized by the system.

To make your entry you will need to use the Resource File Text Editor. In the Resource File Text Editor, the Label parameter will contain the “padded” key entry, and the alias that will be used is entered in the text section of the form.
To add an alias to the function…

  1. To add an alias to the WEB_CO_SEARCHPANEL function, on the left hand side, right click on the function name; select Add Entry… from the floating menu.
  2. In the Resource File Text Editor, enter the column name into the Label parameters.
  3. Enter the alias column name in the English String and other language parameters.
  4. Click OK to accept the change.

When entered, this aliased column title will be displayed online.

NOTE: Unlike the the column titles in Govern, titles will be displayed as they are entered, i.e. in both upper and lower cases.

 

NOTE: All column header aliases will apply to all search style queries containing the same field name or alias name. In addition, search style queries using aliases are required to use the alias name instead of the field name in the table.

See Also

Dynamic Search Objects
Dynamic Search Styles
Dynamic Search Groups

 

 

103-ED-015

 

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300-3rdparty-map

3rd Party Integration Product Map

Overview

3rd party integration product codes and knowledge.

Product Codes

System 3rd Party Version Product Developer Notes
301 SSRS [v6.0] 301-ssrs (Dev) 301-ssrs
302 Crystal Report [v6.0] 302-crystal (Dev) 302-crystal
303 APEX Building Drawing [v6.0] 303-apex (Dev) 303-apex
304 Melissa [5.x] 304-melissa (Dev) 304-melissa
305 Harris Payment Gateway (HPG) [v10.8] 305-hg (Dev) 305-hg Payment Processor
306 Marshall & Swift [v10.8] 306-ms (Dev) 306-ms
307 i-Novah [v10.8] 307-inovah (Dev) 307-inovah Cash Collection
308 Invoice Cloud [v10.8] 308-icloud (Dev) 308-icloud Billing & Collection
309 MS Great Plains G/L Interface [v10.8] 309-GreatPlains (Dev) 309-GreatPlains
310 Lawson [v10.8] 310-Lawson (Dev) 310-Lawson
311 ACS (to be checked) [v10.8] 311-ACS (Dev) 311-ACS
312 GEMS [v10.8] 312-GEMS (Dev) 312-GEMS
313 New World Financials [v10.8] 313-NewWorldFinancials (Dev) 313-NewWorldFinancials
314 JD Edwards Financials [v10.8] 314-JDEdwardsFinancials (Dev) 314-JDEdwardsFinancials
315 Patriot Systems [v10.8] 315-Patriot (Dev) 315-Patriot
316 RPS (Appraisal New York)
317 Constellation Payment Systems (CSI Pay) 6.0.1511 317-csipay (Dev) 317-csipay
(QC) 317-csipay
318 FIS Payment Gateway roadmap 318-fis (Dev) 318-fis Payment Processor
319 AppXtender [5.x] 319-appXtender (Dev) 319-appXtender
320 RECO [5.x] 320-reco (Dev) 320-reco
321 CryptPay (was Nelnet) 321-cryptpay
322 Forte Payment Processor 322-forte (Dev) 322-forte
323 ePlan roadmap 323-eplan (Dev) 323-eplan
324 First Payment (PAX) vb6 under development 324-firstpayment (Dev) 324-firstpayment
325 City View (Municipal Software) Harris under development 325-cityview (Dev) 325-cityview
326 Paymentus under development 326-paymentus (Dev) 326-paymentus
327 Key Bank under development 327-keybank (Dev) 327-keybank
366 Cherry Keyboard 366-cherry
350 All ESRI — 350-esri (Dev) 350-esri
361 JMAP [10.x] 361-jmap (Dev) 361-jmap
381 ORACLE [4.7] 381-Oracle 381-Oracle
382 Oracle Financial Systems [10.x] 382-OracleFinancials (Dev) 382-OracleFinancials
398 Microsoft Silverlight (Setup) [5.x] 398-silverlight (Dev) 398-silverlight
399 MS SQL SERVER [v6.0] 399-mssql (Dev)399-mssql

 

 

300-3rdparty-map

 

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Dynamic Search Groups

Dynamic Search Groups

Overview

The Dynamic Search Group management tool is used to group together multiple Dynamic Search Styles. The Dynamic Search Group management tool consists of two parts:

  • Available Groups: The existing groups appear in the Available Groups list box (1). To view the details on a group, highlight it in the list.
  • Search Groups: The Search Groups tab displays details on the selected group (2).

Groups

Creating a Group

To create a group:

Read More...

Click New to reset the form; so that you can enter new data.

  1. In the Code field, enter a string, with a maximum of 15 characters, to identify the style in the database.
  2. In the English Short Description field (or the Short Description field of your first language), enter a description to a maximum of 25 characters.
  3. In the English Long Description field, enter a description to a maximum of 50 characters.
  4. Repeat steps 4 and 5 for the French, Spanish (or second) language fields.
  5. Select the styles to link to the group, using the Add button.
  6. Click Add, under the Available Groups list box to add it to the list.

Modifying a Group

To modify a group:

  1. Highlight the group in the Available Groups list box.
  2. Make your change on the form.
  3. Click Save.

Changing the Style Order

To change the order of the linked styles:

  • Click Up to move the style towards the top of the list; so that it is performed nearer to the beginning of the sequence.
  • Click Down to move the style towards the end of the list; so that it is performed closer to the end of the sequence.
  • Click Add to open a secondary form where you can select styles to add to the group.
  • Highlight the style or styles that you want to add and click Add on the secondary form.
  • To remove a style, highlight it in the Linked Styles list box and click Remove.

Deleting a Group

To delete a group:

  1. Highlight the object in the Available Group list box.
  2. Click Delete.

See Also

Dynamic Search Objects
Dynamic Search Styles
Dynamic Search Groups

 

103-ED-016

 

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300-3rdparty

System 3rd Party Integration

Overview

Govern integrates different 3rd party systems and software applications to provide tools and services in the following major areas:

Mass Appraisal

  • APEX Building Drawing Tool
  • Marshall Swift

GIS Integration

Address Validation

  • Melissa Name and Address Validation
  • Post-Net

Reporting

  • SSRS
  • SAP Crystal Report

Payment Processing and Gateways (POS)

e-Government Services

Financial Systems

  • Microsoft Great Plains
  • JD Edwards
  • GEMS

Document Management

  • Hummingbird
  • AppExtender
  • SIRE

Database Servers

  • Microsoft SQL Server
  • Oracle

The following list includes a summary of selected 3rd party application providers. For the complete list, click on the 3rd Party Product Map.
For more technical information, click Developer (only)

3rd Party Summary

APEX

Apex Software is a leader in Sketching Software development for the real estate appraisal and related industries.
With a vast customer base and business partners, Apex provides the most intuitive and user friendly sketching solutions for both office and field environments.
Click here for more information on how you can integrate APEX to your Govern application suite.

CRYSTAL REPORTING (SAP)

Crystal Reports is a business intelligence application, currently marketed to small businesses by SAP AG. It is used to design and generate reports from a wide range of data sources.
Crystal Reports 2008 allows you to design, explore, visualize, and deliver reports with the world’s leading reporting tool. Now, the next generation of reporting is here.
With Crystal Reports 2008, users can transform static reports into a powerful, dynamic, and actionable business tool. With Crystal Reports Visual Advantage, you can gain even more functionality for compelling reports. This bundled product includes Crystal Reports and Xcelsius Engage, giving you the power to create highly formatted reports with what-if scenario models, interactive charts – and deliver them via the Web, e-mail, Microsoft Office, Adobe PDF, or embedded in enterprise applications. As a result, you can leverage your reports to make better operational and strategic decisions.
Click here for more information on the Crystal Report page.

CONSTELLATION PAYMENTS (CSI Pay)

Constellation Payments, or CSI Pay is the standard payment processing service provider used in Govern OpenForms and Web solutions.
Click here for CSI Pay system page

FIS Payment Gateway

see roadmap FIS Payment

FORTE Payment Processor

The Forte POS credit card terminal is a 3rd party integration option that has both a hardware, i.e. POS terminal with customized firmware, and a software component. Additional configuration is carried out in the Govern New Administration (GNA). The aforementioned combinations along with payment processing gateways and platforms, make up the Govern Forte Payment Integration.
See Forte Payment Processor for details.

Harris Payment Gateway (HPG)

Click here
HPG integration to HPG CSI Integration.

Invoice Cloud

Invoice Cloud is a solution that features both a Web based electronic invoice presentment and a payment processing solution. With Invoice Cloud our customers can save money and speed cash flow by seamlessly move away from paper bills and checks in favor of electronic bills and payments. Payers have 24/7 access to online bills and flexible payment options including all major credit/debit cards and eCheck.
At a high level the solution includes the following components:

  • A link from our customer’s website to access the Invoice Cloud website.
  • A Govern Web service, typically installed in a DMZ and on the same server used by our eGovern solution. This service is invoked by Invoice Cloud when citizens make payments allowing for real time transactions. This service is also used by citizens who want to subscribe to paperless bills.
  • A Batch process that creates billing files and balance files that send them directly to the Invoice Cloud FTP site. An option is also available for scheduling these processes to run overnight.
  • A new option in the bill printing program to exclude paperless bills from printing. A PDF file containing all bills is sent to Invoice Cloud after each billing cycle.

Invoice Cloud consists of 2 major areas. Batch Functions that can be scheduled to send Billing Information reports to Invoice Cloud and the AR&CC Cash Collection Service.
See i-Cloud for more information. For more information, see the invoice Cloud (308-icloud)

JD Edwards

General Ledger Interface with JD Edwards.

Lawson

 

Marshall & Swift

Click here

MATIX Gis Integration

Click here

Melissa

Click here

Microsoft Great Plains

General Ledger Interface. Available in version 10.8
For more information, see 3xx-MSGreatPlains

Oracle

See Oracle …. see 381-Oracle

MS SQL SERVER

Under construction … see 399-mssqlserver

SSRS

SQL SSRS Reporting Services is a server-based reporting platform that provides comprehensive reporting functionality for a variety of data sources. Reporting Services includes a complete set of tools for you to create, manage, and deliver reports, and APIs that enable developers to integrate or extend data and report processing in custom applications. Reporting Services tools work within the Microsoft Visual Studio environment and are fully integrated with SQL Server tools and components server Reporting Services provides a full range of ready-to-use tools and services to help you create, deploy, and manage reports for your organization. Reporting Services includes programming features that enable you to extend and customize your reporting functionality.

With Reporting Services, you can create interactive, tabular, graphical, or free-form reports from relational, multidimensional, or XML-based data sources. Reports can include rich data visualization, including charts, maps, and sparklines. You can publish reports, schedule report processing, or access reports on-demand. You can select from a variety of viewing formats, export reports to other applications such as Microsoft Excel, and subscribe to published reports. The reports that you create can be viewed over a Web-based connection or as part of a Microsoft Windows application or SharePoint site. You can also create data alerts on reports published to a SharePoint site and receive email messages when report data changes.

Click here for more information on the SSRS page.

 

 

300-3rdparty

 

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GNA – Shared Expression Editor

Shared Expression Editor

Version 6.1

Overview

The Shared Expression Editor is new in Govern OpenForms 6.1. It is used to facilitate the management of the expressions that are used in multiple forms. Shared Expressions can be created by year and / or jurisdiction.

To view a pdf version of this page with images, see:
Shared Expressions.pdf

Accessing the Shared Expression Editor

To access the Shared Expression Editor:

  1. Launch GNA.
  2. Select Editors > Shared Expression Editor.

Read More...

The Shared Expression Editor contains the following sections:

  • Treeview: The existing expressions are listed in the treeview on the left of the form.
  • General Information: The Code and descriptions of the Shared Expression are listed at the top of the form.
  • Shared Expression text box. The expression is created and displayed in the text box in the center of the form.
    There is an Evaluate section for testing the expression.
    The Context is used for adding the entity in which the expression
  • Used In: When you select an expression, it is displayed in the Expression Editor. The attributes and entities where the expression is used are listed in the Used In section at the bottom of the form.

Shared Expressions can be defined by year. However, the Shared Expression Editor form is not year-based.

 

Creating a New Shared Expression

To create a new Shared Expression:

  1. Launch GNA.
  2. Select Editors > Shared Expression Editor.
  3. Click New.
  4. Enter a code in the Code parameter to identify the Shared Expression.
    This can be any combination of alphanumeric characters and the underscore. It must start with a letter.
    This is a required field.
  5. Enter descriptions in the Short and Long English and French Description parameters.
  6. Enter the expression in the Shared Expression text box.
    This is a required field.
  7. Select an entity for the expression from the Context drop-down list.
    This is an optional field.
  8. Select By Year if the expression is specific to one or more years.
  9. Select By Jurisdiction if the expression is specific to one or more jurisdictions.
  10. Click Save.

Setting Up Expressions By Year / Jurisdiction

To set up expressions by year and / or jurisdiction:

  1. Select the By Year and / or By Jurisdiction option on the Shared Expression Editor.
  2. The Values by Year/Jurisdiction text box opens.
  3. Click the Add icon to add the years and jurisdictions.
  4. Additional Jurisdiction and Year text boxes are enabled.
  5. Select a jurisdiction from the Jurisdiction drop-down list.
  6. Enter a year in Year text box.
  7. Click Save.

Using Attributes in an Expression

If you want to add an attribute to an expression,
You can specify an entity for the expression. If you do this, the entity must be included in the form where the expression is used.
To specify an entity:

  1. Open the required expression in the Shared Expression Editor.
  2. Select the entity from the Context drop-down box.
  3. Click Save.

Expressions are listed by Code and Short Description in the Context text box.

Evaluating the Expression

Like the Expression Selector, the Shared Expression Editor has Evaluation functionality.
To verify your expression:

  1. Enter your expression in the Shared Expression text box.
  2. If any parameters appear on the Editor, enter values in the Parameters text boxes.
  3. Click the Execute button.
  4. One of the following occurs:
  5. If the expression is valid, the results are displayed in the Result text box.
  6. If the expression is not valid, an error message is displayed in the Result text box.
  7. Click Save to save the expression.

Convert Null Parameters to Default Values

Select this option to convert the Null parameters in the database to default values. This option is selected by default. It is used to facilitate the computation. However, for some expressions, it is better to disable this option. You can test the expression using the Evaluate feature and view the difference between enabling and disabling this option.

Adding the Expression to a GNA Form

Prerequisites

  • The expression must be created in the Shared Expression Editor.
    After creating the expression, you need to close GNA.

 

Adding the Shared Expression to an Administration FormYou can add the same shared expression to multiple forms in GNA, as well as user forms.For example, you may want to make multiple Mass Appraisal codes required when the Total Value of the property exceeds $1,000,000.00.
To add a shared expression to an administrative form in GNA.

  1. Launch GNA.
  2. Open the first form to which you want to add the expression.
    For example, open the Mass Appraisal Income Overall Adjustments table.
    Mass Appraisal > Table Maintenance > Single Entry Tables > inc – Income Adjustment
  3. Click the ellipsis button beside the Is Required field.
  4. This opens the Expression Selector.
  5. Select the Shared Expression from the Expression drop-down list.
  6. The expression is not displayed in the Expression Editor and it cannot be evaluated.
  7. Click OK.

Adding a Shared Expression to a Govern Form

You can add a Shared Expression to a Govern user form in the OpenForms Designer. For example, you may want to use the expression that you added to several MA Income tables to enable the Rent Summary group box on the CAMA Income form for buildings with a total value exceeding $1,000,000.00.
To add a Shared Expression to a Govern form:

  1. Launch the Govern OFD.
  2. Open the required form.
    For example, open the CAMA Income Information form.
  3. Select a groupbox or add a label to create an expression.
    For example, select the Rent Summary groupbox.
  4. Click the ellipsis button beside a parameter.
    For example, click the ellipsis button beside the Is Enabled parameter.
    This opens the Expression Selector.
  5. Select the shared expression from the Expression drop-down list.
  6. The expression does not appear in the Expression Editor.
  7. Click OK. on the Expression Selector.
  8. Click Save on the OpenForms Designer.

See Also

Related Information

 

 

103-ED-018

 

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