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KPMG Custom RoAccess Application Description
A proof of concept project for data warehousing and metadata management.

 
 
 Relationship Background
August was called by Viasoft to help a client of theirs.   EdgeworX did not seem to be the solution (actually we hear this frequently), and the client absolutely needed WEB access.   Time was critical, because things were already behind a tight schedule. 

Viasoft offered to pay the way for Mr. Simpson to do a site visit to KPMG for 3 days.   In return, we offered to waive our daily rate.   This was a mutual assistance arrangement.

Below are the results of that visit.

The way custom the applications were built there is exactly the same as you would do.


 
 
General Requirements
While the requirements changed very frequently, these were the basics:
  • Latest 5.3 Rochade Repository on one NT machine
  • the WEB access server on another NT
  • Repository loaded via scanners for Business Objects, Select, Oracle, and others. 
  • Needed to be up in 3 days!
  • Screens had prototype aspects but needed to access live data
  • Be able to add/change screens quickly as the realm of possibilities increased
  • System should have look/feel of a KPMG application, not a vendor's product
  • Run on all browsers and Unix.
  • Screens should be final application, that only needed final query code.
  • New releases of the WEB system must not overwrite the custom screens

  •  
    Desired Functionality
    Data was pre-loaded into separate Subject Areas. 

    A linking Subject Area would be used to link common attributes in different Subject Areas

    A text search system must search through multiple Subject Areas, selectable at run-time, and present all the Items regardless of ItemType and Subject Area that contained that text.  These are the candidates to be the same, basic, generic attribute, although by different names in different areas.

    Easily used screens to:

  • Display candidate attributes
  • Grouped by Subject Area
  • Display current links to corresponding attributes in other subject areas for each attribute.  A graphical presentation was preferred.
  • Then add links by selecting which of the candidates were indeed the same generic attribute.

  •  
    Integration of Screens
    The following screen shows the two custom buttons that were created for KPMG.

    Each KPMG specific screen displayed below was created dynamically by a separate application.  All the structure, formatting and actions are those of the final application.  Instead of the actual query code being run, its place holder had a simulated data result set.  To make these "demo" screens fully functional, you clip out the simulated data result set and in its place, put the actual query and any special processing code.

    So even though these screens were proof-of-concept, they were the final screens, just in progress  This way no time was wasted first doing demo screens and later doing the real ones.  We feel this is rapid application development (RAD) at its best.

    The initial version of the six applications were created in 6 hours.  We later refined and extended their functionality.

    All screen that had hyperlinks to data were live, and access real data.  This way they could see their own, live data, which adds to the understanding of the viewer.

     Initial Screen

    This is the first screen a user sees.  Note it says KPMG, not RoAccess.  Although the image is not as pretty as it might be, we were in a hurry and that was the best we could find quickly.
     


     
     
     The Login Screen

    Note the KPMG logo at the top.  Also the globe on the right spins on the actual screen (this is a static snapshot).  Companies like to have applications that fit into their own business environment.
     


     
     

     The KPMG Custom Buttons

     
     
     Clicking the "KPMG Search" button

    Clicking the KPMG Search button causes a entry screen to appear.  You can enter a qualifier on the ItemNames to be found plus enter text that is to be searched for.   They only wanted certain attributes in certain ItemTypes searched for because these would be most likely where the information they were looking for would be found.

    What is special here is that the search is to span Subject Areas and multiple ItemTypes in each Subject Area.


     
     
     KPMG Search Results

    All Items found, regardless of what Subject Area they were in, are presented as hyperlinks.  Clicking one causes the detailed Item information to displayed in the right frames.   This is live, not simulated, data spanning across different Subject Areas, all on the same screen. This is definitely not your average application.
     


     
     
     The Linking Screen

     
     
     Graphical Display of Like Attributes

    There needed to be a way to graphically show that attributes even in different Subject Areas were the same generic attribute.  RoAccess path report graphics is the solution

    When any of the "View" button is clicked, the associated link path report graphic is displayed on the right.


     
     
     
     Concluding

    This is how custom RoAccess applications are built. 

    (Note: Not one line of the of the RoAccess distribution was changed.)

    Wouldn't you like to be able to have custom screens as nice and functional as this?

    You can!  Use RoAccess.
     


     
     
     (Programmers Note)

    How do you make custom screens with custom graphics and buttons, but not have the next release of RoAccess overwrite your custom screens? 
     
  • All custom graphics buttons are .gif's and go into RoAccess/user_html
  • Any custom static HTML screens also go into RoAccess/user_html
  • All custom user applications go into RoAccess/user_cgi-bin
  • The configuration file that tells RoAccess to make these buttons appear and what programs to run is the master configuration file, AConfig.pl, in RoAccess/cgi-bin
  • New releases of RoAccess do not overwrite the user directories or the master configuration file.
  • What you create stays there
  • What is the best way for us to learn how to make these applications quickly?

    We found by purchasing a day or two of RoAccess consulting you get going very quickly.  We sit next to you, talk at the level you require, regardless if you are wizards or a newbies.   We can start applications and then let you take it from there.  Remember, you get all the source code to all the RoAccess screens, so you can get lots of examples and can even use cut-and-pasting many places to build your application.  That is how we do it.

    We can also talk about:

  • How WEB servers work
  • What is different about browsers
  • How WEB programs can pass data and cookies
  • How to use Rochade procedure language
  • After this, you too will be wizards, on well on your way to it!