Creating External Classes - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external

Creating External Classes - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform

OnBase

Product

WorkView

Release

Foundation 24.1

License

Premier

External classes allow you to connect and pull information from an external database. Data in external classes is read-only and cannot be deleted or updated from within WorkView. The external data can be used in various ways in WorkView including filters, filter criteria, sorting, and relationship lookups in other classes.

To create an external class:

Select the application you want to add a class to and either click the Class button in the WorkView ribbon or right-click and select New | Class. The Create Class wizard is displayed.
Click New Class.
Click External Class.
Enter a Name for the class.
Click Next.
Select either Local or Linked Server or ODBC Connection as a means to connect to the external database or select Unity Script if you want to populate the class via a Unity Script. Select WFC Service to base an external class on the results of a WCF service. Select LOB Broker to base an external class on the results of an LOB Broker operartion.For more information on connection types, see Configuring External Class Connections.

Note:
Once you select Unity Script and create the class, you will not be able to change the connection to the other type. You will need to reconfigure the class to make this type of change.

Note:
The Local or Linked Server option is only available for selection when the OnBase database is SQL Server. For more information on how to create linked servers see the following MSDN topic: http://msdn.microsoft.com/en-us/library/ff772782.aspx
Click Next.
Enter the required information for the connection type. See Configuring External Class Connections for more information about configuring connections.
Click OK.

Note:
External classes do not appear on the Create menu in the WorkView client. Objects in an external class are only created by pulling data from the specified table in the specified external database. Likewise, extension classes that extend an external class do not appear on the Create menu in the WorkView client.
If you want to assign rights for the class to all user groups assigned to the application, click Add All Assigned to Application.
If you want to assign specific user groups to the class, select a user group from the User Groups drop-down list.
Click Add.
For each user group you added, you must select the user group and grant or deny Create, View, Modify, Delete, and View History rights for the class. These rights will control whether a user can view, create, modify, delete objects and/or view history within the class.

Note:
In order to attach or detach documents to/from an object, users must have the Modify right for a class.

CAUTION:
If a user is assigned to more than one user group, the least restrictive privileges will be allowed.
Click Next.
If you configured a class that is filled with a Unity Script, you can select Configure Unity Script to launch the Unity Script creation process. See External Classes Populated with Unity Scripts for more information about this type of external class.
Click Finish.
If you want System Tasks to be available for the class from a Tasks ribbon for an object or within filter results, in the General tab, select the Show System Tasks option.
If the data you are accessing for the external class is in a Unicode database and you are using an ODBC Connection, after creating the class, select the Connection tab in the Properties pane and select Contains Unicode Data.
If you are connecting to an Oracle or a DB2 database and you want to run case insensitive searches, select the Force case-insensitive filter constraints (Oracle and DB2 only) option.

Once an external class is configured, you can edit the connection configuration by selecting the Connection tab in the Properties pane and clicking the Modify button.