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Aras Federation Web Services
1.
ACE 2011 International
Understanding Federation Understanding Federation and Web Services www.aras.com Copyright © 2011 Aras All Rights Reserved. aras.com
2.
Welcome Session Goals
Previous session covered overall Integration strategies and a focus on how to integrate desktop applications (authoring tools) applications (authoring tools) This session: PLM Server other business servers Creating server peer‐to‐peer configurations Data and Process status exchange d h For the end‐users, blurring the lines between systems and presenting all their relevant data in a single context Copyright © 2011 Aras All Rights Reserved. Slide 2 aras.com
3.
Session Topic 1. Pull data
from external apps into PLM to use in Client, Reports, workflows 2. External apps using PLM as a data source Homegrown Applications Database File Vault Legacy PDM ERP Copyright © 2011 Aras All Rights Reserved. Slide 3 aras.com
4.
Two Use Cases 1. Data in the ERP system or your legacy applications is
relevant to the PLM users. We want this data and PLM data together in the right context on the PLM user interface ‐‐ like a Mash‐Up Corporate Document Management office files ERP for costing or inventory records CRM customer information CRM t i f ti 2. Other systems need access to data records or files y stored in the PLM system Shop floor viewing of Drawings through MES Quality system view of Part‐BOM structure Copyright © 2011 Aras All Rights Reserved. Slide 4 aras.com
5.
Two Use Cases • NOTE: for many commercial systems, such as SAP and
SharePoint, you can find a commercial 3rd party , y p y connector from an Aras partner. – For this discussion, it is more interesting to imagine For this discussion, it is more interesting to imagine that we are building an integration from scratch. • NOTE: it’s always possible to batch transfer data from one system to another. We (IT folks) have been doing y ( ) g that forever. – For this discussion it is more interesting to talk about g how we build real‐time connectors Copyright © 2011 Aras All Rights Reserved. Slide 5 aras.com
6.
Two Use Cases 1. Data in the ERP system or your legacy applications is
relevant to the PLM users. We want this data and PLM data mixed together in the right context on the PLM user interface ‐‐ like a Mash‐Up Federation 2. Other systems need access to data records or files stored in the PLM system t d i th PLM t Web Services Copyright © 2011 Aras All Rights Reserved. Slide 6 aras.com
7.
Federation ‐ Definition
Core concept in Aras: Federation creates a wrapper around data objects in remote systems, and then around data objects in remote systems, and then extends their definition with PLM functionality The wrapper defines the data transfer, data mapping Th d fi th d t t f d t i and the internal PLM representation We can add security, web interface, workflow routing to data in the legacy system, using it as a data source for a new audience of users f di f We can federate an entire ItemType or just federate a yp j few properties on a PLM internal Item in Aras Copyright © 2011 Aras All Rights Reserved. Slide 7 aras.com
8.
Federation – Definition ( (continued)
) We aggregate data from many sources in this way in order to: o Present the aggregated data in a single window for the user, e.g. a Mash‐Up o Execute business rules, BI dashboards, or Reports against the consolidated data set lid d d o Add advanced PLM capabilities such as BPM workflow or a secure web interface to legacy systems web interface to legacy systems Done well, the end user is not aware of the sources of data Done well, the end‐user is not aware of the sources of data Copyright © 2011 Aras All Rights Reserved. Slide 8 aras.com
9.
Federation Scenarios Corporate document management system
Documents checked in to the PLM system are transferred y directly to a corporate document archiving solution Searching and viewing documents is performed within the PLM interface, directly accessing remotely stored data i f di l i l dd Cost and inventory on hand fields in ERP Cost and inventory‐on‐hand fields in ERP Material cost may be maintained in the ERP system, but is useful information to engineers using PLM The PLM material forms contains a mash‐up of data from both PLM and a real‐time ERP query The PLM workflows may branch automatically based on the levels of inventory of parts being changed Copyright © 2011 Aras All Rights Reserved. Slide 9 aras.com
10.
Why Server‐Based Federation?
Aras Innovator is an HTML Client; we can use the client as an integration platform also. g p Server‐based Federation Advantages: PLM client is sent a single data set, and is not aware that core business objects have been modified with remote properties, or that the data objects are not native j Integration of remote data objects is encapsulated on the server, eliminating client customizing g g Server‐side business rules such as Permissions, LifeCycle, and Workflow logic can act on the 3rd party data objects Copyright © 2011 Aras All Rights Reserved. Slide 10 aras.com
11.
Simple Exercise Create an ItemType named Test with 1 Property=name
Add a Server Event OnGet with a Method that creates Add a Server Event OnGet with a Method that creates and returns a hardcoded XML string <Item type=‘Test’ id=‘1234’><name>Hello</name></Item> <It t ‘T t’ id ‘1234’>< >H ll </ ></It > Select this item on the TOC Grid will populate with the ‘fake’ data. NOTE: o Had to create a dummy ID for each row Copyright © 2011 Aras All Rights Reserved. Slide 11 aras.com
12.
Why is the Simple Exercise Simple? Aras Client and all internal framework services expect AML to be returned on every transaction ‐
this is key to the simplicity of Federation No customizations normally on the client No customizations normally on the client o As long as AML is returned, the client is happy to work with any data it receives o Exception is file check‐in handling ( ** discussed later ) Use standard Server Events to add the Federation logic Use standard Ser er E ents to add the Federation logic o OnAfterGet to merge federated properties oO G t OnGet to return 100% federated items t t 100% f d t d it Copyright © 2011 Aras All Rights Reserved. Slide 12 aras.com
13.
Pseudo Code for a View Assume “MyFederation” OnGet event ‐
VB/C# Method Assume entire ItemType has been Federated Assume entire ItemType has been Federated Properties for the remote object, TOC Access, Form Views are defined in standard Aras Innovator ItemType Editor 2 Modes: 2 Modes: 1. Simple Searching and Viewing (unstructured) 2. Using the Federated Item in Relationships 2 U i th F d t d It i R l ti hi For example: Part to Document Relationship where the Documents are federated th D t f d t d Copyright © 2011 Aras All Rights Reserved. Slide 13 aras.com
14.
Pseudo Code for View #1
User query parameters from the Simple Search grid row are Properties on the Me / This object are Properties on the Me / This object Check if this is a Get for one record or a set. How? Build the query for the remote system, passing the query B ild h f h i h parameters the user entered in the client Run the query code ( ** discussed next ) R h d ( ** di d ) Create an AML string from the query result Add a dummy ID for each row Return AML QUIZ: Is there an ItemType table for this item? Copyright © 2011 Aras All Rights Reserved. Slide 14 aras.com
15.
Pseudo‐Code for View #2 Federated Items will be used as Item Properties, or either the Source or Related in a Relationship
ith th S R l t d i R l ti hi ItemType is not flagged as Federated this time because we do want an Aras Innovator table because we do want an Aras Innovator table QUIZ ‐ What properties must this table store? Copyright © 2011 Aras All Rights Reserved. Slide 15 aras.com
16.
Pseudo‐Code for View #2 Three properties are required to maintain configurations
ID Federated‐ID Keyed‐Name Solution: in the OnGet method we add a function to register the data objects found via user queries, register the data objects found via user queries, assigning a new Aras Innovator ID to each I use a small stored procedure to execute this efficiently p ff y Copyright © 2011 Aras All Rights Reserved. Slide 16 aras.com
17.
Remote Data Access Techniques Web Services
o Building an ASPX/PHP page as a wrapper around legacy systems ld / dl o Using Visual Studio to make a Proxy o XMLHTTP bj t XMLHTTP object ODBC Commercial API from the other system vendor QUIZ: How do we register a DLL (either API or WS Proxy) so that you can use the DLL directly in Methods ? th t th DLL di tl i M th d ? Copyright © 2011 Aras All Rights Reserved. Slide 17 aras.com
18.
Other Design Considerations File check‐in to a Federated source
After check‐in, move file from Aras vault to remote vault Aras client does direct file upload Actions for Add, Update and Delete are possible , p p Synchronizing permissions and access Copyright © 2011 Aras All Rights Reserved. Slide 18 aras.com
19.
Two Use Cases 1. Data in the ERP system or your legacy applications is
relevant to the PLM users. We want this data and PLM data together in the right context on the PLM user interface ‐‐ like a Mash‐Up Federation 2. Other systems need access to data records or files stored in the PLM system y Web Services Copyright © 2011 Aras All Rights Reserved. Slide 19 aras.com
20.
Web Services
Example: On‐line website catalog needs data from p g the PLM system (drawings, specs, part numbers). • BTW this is how the Aras web site runs Shop floor MES system displays drawings from the p y p y g PLM vault Copyright © 2011 Aras All Rights Reserved. Slide 20 aras.com
21.
Aras Training Class ‐ Outline
Overview of Aras Web Services Creating a Web Service Configuration Generating the Web Service Code Publishing a new Application to IIS Testing the Web Service T i h W bS i Consuming the Web Service example using Visual Studio Consuming the Web Service example using Visual Studio Copyright © 2011 Aras All Rights Reserved. Slide 21 aras.com
22.
Web Services
You can develop XML/SOAP messages that are sent directly to the Aras Server, the only requirement is that each transaction is authenticated, and you have the XML message payload correct. http://myServer/Innovator/Server/InnovatorServer.aspx What? No WSDL. Why is there no WSDL? What? No WSDL Why is there no WSDL? WDL implies a static object model Tradeoffs • Performance • Static vs. Dynamic view of the world Copyright © 2011 Aras All Rights Reserved. Slide 22 aras.com
23.
Aras Web Services Choices
Interfacing to the Aras Server directly InnovatorServer.aspx provides the ApplyItem service All AML commands are available No WSDL necessary Creating a Custom Web Service Advantages • Can generate WSDL • C b Can be used with tools that use WSDL to build interfaces d ih l h WSDL b ild i f Disadvantages • St ti Static model d l • If an ItemType is altered, the service must be regenerated Copyright © 2011 Aras All Rights Reserved. Slide 23 aras.com
24.
Service Publishing Overview
Steps: 1) Establish a physical directory location for the service 2) Create a Web Configuration Item ) g 3) Save the Web Configuration File to web service directory 4) Generate the Web Service program code and configure service configure service 5) Add the Web Service to IIS 6) Test the Service Copyright © 2011 Aras All Rights Reserved. Slide 24 aras.com
25.
Creating Web Service Configuration
g 1 2 3 6 8 4 5 7 Copyright © 2011 Aras All Rights Reserved. Slide 25 aras.com
26.
Specifying Actions Copyright ©
2011 Aras All Rights Reserved. Slide 26 aras.com
27.
Creating Custom Actions
1 Create Server Method 2 Create Corresponding Action Copyright © 2011 Aras All Rights Reserved. Slide 27 aras.com
28.
Creating a Location Directory
Locate the web service generator files: …Innovator/Server/bin/WebServiceGenerator Innovator/Server/bin/WebServiceGenerator Copy the folder to a new location Example: C:WebServiceGenerator Rename directory y Example: C:WorkOrder_Service Copyright © 2011 Aras All Rights Reserved. Slide 28 aras.com
29.
Saving the Web Configuration File
1 2 Copyright © 2011 Aras All Rights Reserved. Slide 29 aras.com
30.
Generating the Web Service Code
GenerateWS.exe Parameters: • Folder to generate Web Service code files • File name of Web Service Configuration File • Folder containing the template configuration .zip file • Name of published web service Example: GenerateWS . WSC_1.xml . WorkOrderService G t S SC 1 l kO d S i Copyright © 2011 Aras All Rights Reserved. Slide 30 aras.com
31.
Configuring the Web Service
Locate the innovator.config.xml file Replace the following parameter values URL DB Example: E l <?xml version="1.0" encoding="utf-8" ?> <appSettings> pp g <add key="url" value="http://localhost/Innovator920" /> <add key="db" value="DevelopingSolutions920" /> </appSettings> Copyright © 2011 Aras All Rights Reserved. Slide 31 aras.com
32.
Creating the IIS Application Copyright ©
2011 Aras All Rights Reserved. Slide 32 aras.com
33.
Testing the Service Use Internet Explorer and enter the URL: Example:
http://localhost/WorkOrderService/innovator.asmx Copyright © 2011 Aras All Rights Reserved. Slide 33 aras.com
34.
Consuming the Web Service in Visual Studio Copyright ©
2011 Aras All Rights Reserved. Slide 34 aras.com
35.
Two Use Cases 1. Data in the ERP system or your legacy applications is
relevant to the PLM users. We want this data and PLM data together in the right context on the PLM user interface ‐‐ like a Mash‐Up Federation 2. Other systems need access to data records or files stored in the PLM system t d i th PLM t Web Services Copyright © 2011 Aras All Rights Reserved. Slide 35 aras.com
36.
More Resources
Federation test package Innovator‐to‐Innovator federation used for testing of the Server Events Aras wiki articles http://www.aras.com/community/wikis/ Aras training classes and materials http://www.aras.com/university/ Copyright © 2011 Aras All Rights Reserved. Slide 36 aras.com
37.
ACE 2011 International
Understanding Federation Understanding Federation and Web Services www.aras.com Copyright © 2011 Aras All Rights Reserved. aras.com
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