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Special Purpose Role-Based Clients for PLM using Aras
1.
ACE 2011 International
Role‐Based Clients Copyright © 2011 Aras All Rights Reserved. aras.com
2.
Session Goals
Define Role‐Based and Application Specific Clients Discuss When can and Why should they be used Tutorial of two simple Clients with architecture and code samples code samples Copyright © 2011 Aras All Rights Reserved. Slide 2 aras.com
3.
Definitions Role‐Based Client or Application Specific Client A PLM User Interface that has been:
De‐featured to remove un‐necessary menus and functions Created to consolidate all information (mash‐up) for the specific task at hand Localized (time zone and language) li d ( i dl ) Designed ergonomically for the environment of the user • Barcode interface instead of a mouse Barcode interface instead of a mouse • Touch‐typist interface instead of a mouse • Mouse driven data entry instead of a keyboard • Touch screen • Mobile device Copyright © 2011 Aras All Rights Reserved. Slide 3 aras.com
4.
Why Do We Discuss Role‐Based Clients?
#1 success factor for any PLM deployment is the end user adoption. end‐user adoption. PLM (and CRM and ERP) are all highly dependent on accurate and timely data. If then end‐users won t use accurate and timely data If then end users won’t use the PLM clients, the enterprise data and processes will continue to be managed in Excel and on Post It Notes. continue to be managed in Excel and on Post‐It Notes. Willingness to adapt to end‐user requests is important for reaching the stubborn users. It becomes their for reaching the stubborn users It becomes “their” system instead of an IT mandate. Best way to increase the efficiency of the casual or B t t i th ffi i f th l infrequent users. Decreases training requirements. Copyright © 2011 Aras All Rights Reserved. Slide 4 aras.com
5.
Why Don’t We use Role‐Based Clients All the Time then?
The overall trend in enterprise business software has been to use standard out‐of‐the‐box clients been to use standard out of the box clients Cost of development and support with legacy application technologies has driven IT costs application technologies has driven IT costs Every data model or process model change results in changes to client code, and re‐deployment of clients changes to client code and re deployment of clients BUT some of these decision criteria are dated and no longer relevant. For example; Even at Aras customers longer relevant For example; Even at Aras customers we see too much use of the standard client We need a fresh approach – technology allows flexibility, We need a fresh approach technology allows flexibility so let’s use it to engage the end‐users Copyright © 2011 Aras All Rights Reserved. Slide 5 aras.com
6.
PLM Clients 1st Step: Allow Multiple Platforms
MOBILE OFFICE CAD Web Services Connections Web Services Connections BROWSER Database File Vault Copyright © 2011 Aras All Rights Reserved. Slide 6 aras.com
7.
PLM Clients 2nd Step: Implement Task‐Specific UI’s
MOBILE Web Services Connections BROWSER Database File Vault Copyright © 2011 Aras All Rights Reserved. aras.com
8.
Examples
Incoming inspection (bar code) Supplier portal Shop floor drawing viewer Customer portal Web‐site catalog W b i l … Copyright © 2011 Aras All Rights Reserved. Slide 8 aras.com
9.
Aras Recommended Approach
Where‐ever possible ‐ drive client layout design from the Form meta‐model to eliminate Client from the Form meta model to eliminate Client changes when the PLM data model changes Use the standard Aras web services to simplify authentication and authorization management authentication and authorization management Copyright © 2011 Aras All Rights Reserved. Slide 9 aras.com
10.
Sample Project #1 Simple Portal in standard HTML
p High performance for remote clients Highly secure, all data is Aras Corp confidential (CRM) Highly secure all data is Aras Corp confidential (CRM) Browser independent No .NET Issues Very good for un‐structured Data in lists, files, etc. * A simple 2 hour project for securely bringing PLM data to the web site for d t t th b it f authenticated users Copyright © 2011 Aras All Rights Reserved. Slide 10 aras.com
11.
Sample Project #1 Login Screen g
Using native PLM authentication by prompting the end-user for username/password, username/password and then using these values in the web services connection. The HTML (ASPX) page becomes a true client to the Aras Innovator server. Standard ASPX page using an ASP Login object p g g g j <asp:Login ID="login" runat="server" onauthenticate="upwd_Authenticate" > Code behind implements the upwd_Authenticate Code behind implements the upwd Authenticate method Copyright © 2011 Aras All Rights Reserved. Slide 11 aras.com
12.
Sample Project #1 Login – Code Behind
g Sample in VB ‐ note Aras IOM.DLL is used for Aras Innovator connection Could have used an XMLHTTP Object to send the XML/SOAP request as well Protected Sub upwd_Authenticate(ByVal sender As Object, ByVal e As AuthenticateEventArgs) Dim username As String = login.UserName Dim password As String = login.Password Dim connection As HttpServerConnection = Aras.IOM.IomFactory.CreateHttpServerConnection Dim connection As HttpServerConnection = Aras IOM IomFactory CreateHttpServerConnection ( “http://My‐Server/Innovator”, “My‐database”, username, password) Dim log_result As Item = connection.Login() If log_result.isError() Then status.Text = "ERROR: " + log_result.getErrorString() Return End If Adding the Innovator Session("MyInnovatorPartner") = New Innovator(connection) Connection to the Session Object Dim ReturnTo As String = Request.QueryString("ReturnTo") If ReturnTo = "" Then Response.Redirect("http://www.aras.com/partnerPortal/MessageList.aspx") Else Response.Redirect(ReturnTo) R R di t(R t T ) End If End Sub Copyright © 2011 Aras All Rights Reserved. Slide 12 aras.com
13.
Sample Project #1 Data List Page Example
g p Need to ensure that regardless of how this page is reached, directly or th through the Login page, that an h th L i th t authenticated session is enforced. The “Page Load” ASPX method is Page_Load used to test whether this IIS session has a valid Innovator connection, if not, the user is redirected to the LoginPage Standard ASPX page with declared code‐behind <%@ Page Language="vb" AutoEventWireup="false" CodeBehind="default.aspx.vb“ <%@ Page Lang age " b" A toE entWire p "false" CodeBehind "defa lt asp b“ Inherits="PartnerPortal._Default" %> Copyright © 2011 Aras All Rights Reserved. Slide 13 aras.com
14.
Sample Project #1 Data Page– Code Behind
g Sample in VB using the Aras IOM.DLL Public ArticlesXML As System.Xml.XmlDocument Protected Sub Page_Load (ByVal sender As Object, ByVal e As System.EventArgs) Handles Me.Load If Session("MyInnovatorPartner") Is Nothing Then Dim url As String = Request.Url.AbsoluteUri Response.Redirect("http://www.aras.com/PartnerPortal/Login.aspx?ReturnTo=" & url) End If Dim MyInnovator As Innovator = Session("MyInnovatorPartner") Dim AML As String = "<AML><Item type=Article' action=get' /></AML>“ Dim Result As Item = MyInnovator.applyAML(AML) Note: loading an XML ArticlesXML.LoadXml(Result.dom.OuterXml) Document with the result from Aras End Sub Very simple test. Is there a named Aras session object in IIS for this user’s session? If not, re-direct to the Login Page, otherwise run the query to populate the HTML page Copyright © 2011 Aras All Rights Reserved. Slide 14 aras.com
15.
Sample Project #1 One last hint… AML = "<AML><Item type=Article' action=get' /></AML>“ Dim Result As Item = MyInnovator.applyAML(AML) Dim Result As
Item = MyInnovator applyAML(AML) or AML=“<AM><Item type=‘Article’ action=’My Query Method’ /></AML>” Dim Result As Item = MyInnovator applyAML(AML) MyInnovator.applyAML(AML) We often move the actual query into a Method • Allows division of responsibility between developers • Allows Post‐processing of data • Merging of Federated Items Copyright © 2011 Aras All Rights Reserved. Slide 15 aras.com
16.
Sample Project #2 Rich UI Portal in MS‐Silverlight
g Wanted a very graphical, snappy user interface Had to handle structured data – i.e. BOM s and other Had to handle structured data i e BOM’s and other Relationships (too complicated for HTML) IE, FireFox and Chrome IE FireFox and Chrome No .NET 100% Secure HTML5 not ready yet so we used Silverlight Web CRM Timesheets Ti h Copyright © 2011 Aras All Rights Reserved. Slide 16 aras.com
17.
Sample Project #2 Login Screen g
Using native PLM authentication by prompting the end-user for end user username/password, and then using these values in the web services connection. The Silverlight control becomes a true client to the Aras Innovator server. NOTE: the Aras IOM.DLL is not used in a Silverlight Project The event model in Silverlight is asynchronous (UI stays active while Web g y ( y Services requests are pending), so all access to the Innovator Server was made using HttpWebRequest objects. Copyright © 2011 Aras All Rights Reserved. Slide 17 aras.com
18.
Sample Project #2 Login – Code Behind
g Sample in C# public void CallAction(CallContext cc) { // Create the request object System.Uri myUrl = new System.Uri(Server.Text + "/Server/InnovatorServer.aspx"); HttpWebRequest request = WebRequest.Create(myUrl) as HttpWebRequest; request.Method = "POST"; HttpWebRequest with request.Headers["SOAPAction"] = cc.Action; authenticated SOAP request.ContentType = "text/xml"; request.Headers["AUTHUSER"] = Login_Name.Text; headers request.Headers["AUTHPASSWORD"] = ConvertPasswordToMD5(Password.Password); request.Headers["DATABASE"] = Database.Text; cc.request = request; // need to make a asynch call to get the output stream IAsyncResult asyncResult = request.BeginGetRequestStream(new AsyncCallback(RequestStreamCallback), cc); } The simple pattern is (1) create an AML request as XML string, (2) create the HttpWebRequest Th i l tt i (1) t AML t XML t i (2) t th Htt W bR t and get access to the Stream (3) send the AML and then (4) handle the result (which is XML) in a callback method . LINQ and Data Binding are used to load data into the UI. Copyright © 2011 Aras All Rights Reserved. Slide 18 aras.com
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My next project
Silverlight used for a new Collaboration Solution Discussion threads (forums), Wiki, Chat Using Aras Innovator as the collaboration server, and all collaboration is persisted in the Aras PLM data model Allow PLM objects to be embedded (with access rights) Runs: In PLM In a Web page I W b Securely Copyright © 2011 Aras All Rights Reserved. Slide 19 aras.com
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Where to find more resources
Aras documentation on web site www.aras.com Community projects C i j Forums Email me for the projects (Visual Studio 2010) that were used to build the 2 samples Copyright © 2011 Aras All Rights Reserved. Slide 20 aras.com
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