W515 - Getting Data Out of Disc with ODBC BBJ · 2007. 2. 14. · Summit 2007: Get Connected W515 - Getting Data Out of Disc with ODBC BBJ Brian Fluckiger Technical Support Not quite

Summit 2007: Get Connected

W515 - Getting Data Out of Disc with ODBC BBJ

Brian FluckigerTechnical Support

Not quite getting the results you want from your ODBC queries? Then attend this session. Using the Business Basic Java tools to get and use data from your Disc solution is the focus of this class. Learn how you can use simple SQL commands, a powerful query language, to make your queries much more beneficial.

Pre-requisites: None

Wednesday, 2:30 p.m.

© 2007 Activant Solutions Inc. All Rights Reserved

2

Session Objectives

Review ODBC and configuration processReview some troubleshooting errorsExplain the role of the data dictionaryReview the Disc data structure

Where to find what you need

Discuss SQL and query languageDemonstrate some practical applications



3

What is ODBC?

Open DataBase ConnectivityGives PC apps access to databases

Word, Excel, Access, Crystal Reports and more!

Uses universal language to communicate

No more moving files to your PCMust be on a networkDirect access to real-time information


4

ODBC Configuration and Set-up

Server set-upDataserverData DictionaryHU.INTEGRATE

Data links

Task 912

PC configurationODBC driversBBj clientData sources



5

Task 515 and Task 614 Data

You can export Tasks 515 and 614 data to BBjChose to OUTPUT TO A 'F'ILEOnly one of each task can be linked at a time

Task 912Link your files to ODBC

Start a query in your choice of softwareOUT_IQITH - Task 614 InformationOUT_515 - Task 515 Information


6

Exporting Additional Tasks to BBj

More Tasks that can be written to filesTask 306 – Customer Labels = OUT_306Task 314 – Performance Reporting = OUT_314Task 323 – Mailing Lists = OUT_323Task 623 – Vendor Rebates = OUT_623Task 709 – Balance Sheet = OUT_709Task 804 – Inventory File = OUT_804Disc*Man Job Searcher = OUT_M2JOBS

These are also linked in Task 912



7

Troubleshooting Errors

[BASIS] (BBJ ODBC Driver) ! ERROR=0, 65532 Just like an ERR=0 in Disc, the data file is locked

[BASIS][BBj ODBC Driver] Unable to open socket connection. BBj services may not be running on the host machine or the connection was rejected.Unable to open the specified database. Unable to open the Data Dictionary file.Connection refused. /<hostname,port=1100>/usr2/PP/ODBC/DICT/FILE.1

BBj Data services needs to be manually restarted/usr/pro5ds/pro5srv -p1100 -c/u/bbx/config.bbx -r -l/usr/pro5ds/ds.log


8

Troubleshooting Errors

Invalid username and password unable to started BBj services on PC?

Need to set administrator’s password in the DSN on the PC

No license connection made License manager not startedLicenses are all in useReboot your PCReboot server or Contact Activant Disc to restart BBj services



9

Role of the Data Dictionary

Makes Disc data look like a relational databaseInterprets data into RDBMS-like tables

All files and fields are defined hereWorks with query languages to access data


10

Disc Data Structure Explained

Some examples of file prefixesCU – CustomerIN – InventoryCO – CorporateAT – Action TrackOUT – Output files (Task 323, 515 etc.)

Records and fieldsFile types: single and multi-record

Index or sort files are not included

Data File Definitions



11

Task 909 - Single Record Type File


12

ODBC - Single Record Type File

603+421-7789PVS03496Portsmouth, NH101 West Main StGoff’s Hydraulic608100

502+312-121199901119New Orleans, LA3 South StFountain Distributor604500

860+521-4812ABC06114Hartford, CT1177 Center StEastern Corp603020

603+924-3201PVS03458Peterborough, NHOne Grove StAir Express600300

315+708-3211JHG02123Warwick, RI48 Legolas WayHydraulic Distributor703000

315+555-6987JHG02864Cumberland, RIMartin StreetAmerican Scientific601200

203+729-0221CJB06770Naugatuck, CTNew Haven RdAcme Co600000

PhoneSalescodeZipCity, StateAddressNameCust #

Table: Customer.Master



13

Task 909 - Multi-Record Type File


14

ODBC - Multi-Record Type FileTable: Order Sold-to information

Table: Order Ship-to informationNew Britain, CT

West Haven CT

City, State

1.10602545 W Main StreetAlan Manufacturing01F51239100300

4.197045808 Collins WayRelease Testing Co01I518370101000

LevelZipAddressSold-toCust NameRecord #Order #Cust #

New Britain, CT

New Britain CT

City, State

1.10602545 W Main StreetAlan Manufacturing02F51239100300

NER97045202 Wavy StRelease NB02I518370101000

Entered byZipAddressSold-toCust NameRecord #Order #Cust #

Table: Order Miscellaneous information

1

0

State Code

1.1ABCAlan Manufacturing03F51239100300

648.80CRYVERBAL WAYNE03I518370101000

Est Order $SalescodeCust Purch OrderRecord #Order #Cust #

Table: Order Line Item information

0

40

Order Qty

0THANK YOU FOR YOUR BUSINESS*THANK05I518370101000

01/18/072.00HANSEN 10 PLUGHA02201B04I518370101000

Required DatePricePart DescriptionOur Part #Record #Order #Cust #



15

SQL and Microsoft Query

Structured Query LanguageUsed to communicate with a databaseRetrieves data based on your selection criteria

Example:SELECT customer_name, customer_address FROM Customer.Master WHERE customer_state = ‘NV’SELECT customer_name FROM Customer.Master WHEREcustomer_name LIKE ‘Ace%’SELECT MAX(customer_YTDsales), customer_name FROMCustomer.Master GROUP BY customer_state

Updating of Disc data is allowed but not advised


16

SQL – WHERE Clause

Adds conditions or criteria for selectionOperators used with WHERE

= Equal<> Not Equal> Greater Than< Less Than>= Greater Than or Equal<= Less Than or EqualBETWEEN Between an inclusive rangeLIKE Search for a Pattern

Example: SELECT name WHERE Sales>20000SELECT sales WHERE Salescode =‘AB%’



17

SQL – WHERE Clause Example

SELECT * WHERE City LIKE ‘N%’

Company_Name Contact_Name Address City StateABC Company George’s Service Ctr Southside West Thomaston CTBishops Shops Cloe Weaver 108 East Main St Berlin WICentral Pizza Joseph Sandia 3A Two Rod Highway New Hartford NDEast Main Plumbing Ralph Parsons 9801 Circle East Cowa City CAFirst City Bank Dave Handler 42 Riverside Dr Locust CAGallery of Paint Olivia Turner 197 State St North Haven CTGeorge’s Service Center Randy Hearns 46 Locust Ctr Deniston CAKen's Diner Ralph Cramer Maubelstr. 90 New Britain CTLand's End Yao Ming 1900 Oak St. Vancouver GA

Company_Name Contact_Name Address City StateCentral Pizza Joseph Sandia 3A Two Rod Highway New Hartford NDGallery of Paint Olivia Turner 197 State St North Haven CTKen's Diner Ralph Cramer Maubelstr. 90 New Britain CT


18

SQL – GROUP BY Clause

Allows aggregate functions to operate on a collection of data and return a single value

SUM, COUNT, MAX, MIN, AVGExample:

SELECT CU_INVOICE_01.CUSTOMER_NUM,SUM(CU_INVOICE_03.FREIGHT_DOLLARS), SUM(CU_INVOICE_03.INVOICE_SUBTOTAL), SUM(CU_INVOICE_03.TAX_DOLLARS)FROM CU_INVOICE_01 CU_INVOICE_01, CU_INVOICE_03 CU_INVOICE_03WHERE CU_INVOICE_01.CUSTOMER_NUM =

CU_INVOICE_03.CUSTOMER_NUM AND CU_INVOICE_01.ORDER_NUM = CU_INVOICE_03.ORDER_NUMGROUP BY(CU_INVOICE_01.CUSTOMER_NUM)



19

SQL – Joining Tables

Binding tables together to allow selection of data from all tablesPrevents data from being duplicated Simple and Inner Joins are most common

SELECT Employees.Name, Orders.Product FROM Employees, Orders WHERE Employees.Employee_ID=Orders.Employee_IDSELECT Contact.contact_name, Company.Company_name, Contact.Phone_number From Company INNER JOIN Contacts Where Company.Company_ID = Contact.Company_ID


20

Examples of Some Queries

Excel - Inventory by Sales AnalysisExcel - Customer email addresses

Review formatting and refreshing data

Word - Mail MergeAccess - Inventory by Sales Analysis



21

Excel Query Example – Step 1

In Excel select ‘Data’, ‘New Database Query’


22


Select the database to be used



23


Select the files and fields to be included


24


Tables can be joined or linked together later



25


Enter selection criteria (or not), and then ‘Next’


26


Enter sort order (or not), and then ‘Next’



27


Select ‘View data or edit query…’ and ‘Finish’


28


Initial results may need to be ‘tweaked’



29


Select to view the SQL statement created


30


Edit the SQL statement and hit ‘OK’



31


Return the data back to your spreadsheet


32


You can add multiple queries to the same page



33



34

Add Creative Formatting to Your Query



35

Using Access to Get to Disc Data – Step 1

Start Access, select Blank Database


36


Create the database file on your machine



37


To link the files, select ‘File’…


38


Select ‘Get External Data’, and ‘Link Tables’



39


Select ‘ODBC Databases’ as the File Type


40


Select the Data Source for the Disc System



41


Select the files to be included in your query


42


Files will then be displayed as live links



43


Create queries with these live tables


44

Return on Investment Opportunity

Get more value out of ODBCExpand the use of your Disc dataDesign your own reportsCreate information to make business decisionsMore efficiency and productivity



45

Additional Resources

Customer Web Sitehttp://distribution.activant.com/

Product documentationActivant Customer Web Site – DocumentationODBC Data Dictionary Definitions

Activant Disc [email protected]@activant.com

Internet search for tutorials and helpful tipswww.w3schools.com/sqlhttp://office.microsoft.comor Search google e.g. ‘SQL GROUP BY’


46

Suggested Action Plan

Install ODBC if you haven’t alreadyGet familiar with the Disc databaseFigure out what data you want to seeSee how others do itUse the web for tips and tricks



47

Summary

Review how ODBC is implementedDiscuss some troubleshooting errorsExplain data dictionaryReview Disc data structureDiscuss SQL and query languagesDemonstrate some practical uses


48

Thank You for Attending

W515 – Getting Data Out of Disc with ODBC BBjBrian FluckigerPlease submit the Session Feedback Form

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Documents

W515 - Getting Data Out of Disc with ODBC BBJ · 2007. 2. 14. · Summit 2007: Get Connected W515 - Getting Data Out of Disc with ODBC BBJ Brian Fluckiger Technical Support Not quite