DataMap Guide
DataMap Guide
www.infor.com
SyteLine ERP DataMap Guide
Copyright 2002 2006 Infor Global Solutions (Atlanta), Inc., and/or its affiliate(s) or licensors.
SyteLine is a trademark of Infor. The Infor word and design marks are trademarks and/or registered
trademarks of Infor Global Solutions (Atlanta), Inc., and/or its affiliate(s) or licensors. All rights reserved.
All other trademarks contained herein are the property of their respective owners.
Contents_________________________________________
DataMap Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
DataMap Spreadsheets ................................................................................................................1-1
Form-Collection..................................................................................................................... 1-2
Collection-Schema .............................................................................................................. 1-2
Schema-Properties ............................................................................................................... 1-3
Form-Folder .......................................................................................................................... 1-4
Form-Group-Authorization .................................................................................................... 1-4
Form-Events.......................................................................................................................... 1-4
SL-CRM-Map ........................................................................................................................ 1-5
Collection-Method ................................................................................................................. 1-5
Rpt-Form-SP ......................................................................................................................... 1-5
Relationships Between the Data in the Spreadsheets .................................................................1-6
DataMap Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Starting the DataMap....................................................................................................................2-1
Copying and Modifying the DataMap ...........................................................................................2-1
Using the DataMap.......................................................................................................................2-1
Customizing SyteLine ERP ..........................................................................................................2-2
Customize SyteLine ERP Forms and Field Labels ............................................................... 2-2
Customize SyteLine ERP Help Topics.................................................................................. 2-2
Searching for a Field ....................................................................................................................2-2
Searching for a Fields Data Source .............................................................................................2-3
Finding Database Schema Details ...............................................................................................2-6
Using the DataMap with SyteLine Workflow Automation .............................................................2-6
Getting Help on a Field.................................................................................................................2-7
Finding Program Information for Forms........................................................................................2-7
Events Used in a Form.......................................................................................................... 2-7
Methods and Stored Procedures Used by a Collection ........................................................ 2-9
Stored Procedures Used by Reports .................................................................................... 2-9
Finding Which SyteLine ERP Fields Map to CRM Adapter XML Elements................................2-10
Determining Authorization Levels for Forms ..............................................................................2-11
Finding a Form in the Explorer ...................................................................................................2-11
Contacting Infor ..........................................................................................................................2-12
DataMap Spreadsheets
The DataMap includes these spreadsheets. Each spreadsheet is described in more detail,
with sample data, in the following pages.
Spreadsheet Description
Form-Collection Lists forms in SyteLine ERP, and both the component name and the label for
most fields on each form. Then it lists the data source (collection and object
or variable) for the form/component combination. Help on fields or forms is
also available through a button.
Collection- Lists the modules (IDOs), collections, and collection properties (usually
Schema objects) found in the application database. Then, where applicable, it lists
the underlying database tables and columns relating to collection/object
pairs.
Schema- Lists the properties for the application database tables and their columns
Properties (base data type, user-defined type, storage length, precision, scale, default
value, whether the data allows nulls, and whether the column is a primary
key).
Form-Folder For each form, lists the Explorer folder and subfolder where that form is
found.
Form-Group- For each form, lists the group authorization that is set by default. You can
Authorization filter and sort either by group or by form.
Form-Events For each form, lists the possible events and responses.
SL-CRM-Map Lists, in separate worksheet tabs, the SyteLine ERP and CRM database
tables and fields whose data may be exchanged through XML request and
response documents or flat-file transfers.
Collection- For most collections, lists any methods/stored procedures used in the
Method collection, and the parameters used in the methods.
Rpt-Form-SP For each report form, lists the background task, .RPT (Crystal Reports) file
and the SQL stored procedures used in the report.
Form-Collection
Label - The field label. An asterisk * indicates a description for an unlabeled field (for
example, Account Unit Code 1 *).
Since field labels can be derived from various areas of the application, the
field labels you see on your forms may not match the labels in the
spreadsheet. Not all field labels appear in this spreadsheet.
Primary Collection - The application does not directly connect to the database. It
uses "collections" to compile the data. Once you know the primary data source (usually
a collection), and the name of the object in the collection, you can usually determine
the database table and field from which the field derives. Examples and explanations
of primary collection values are shown on page 2-4.
Data Element - The direct source of the data, usually the component in the collection
that relates to the field on the form. Examples and explanations of data element values
are shown on page 2-5.
Container - In some cases, a value in this column may help you find the field on the
form. For example, if the container name is "GeneralTab" you could find the field on
the forms General tab.
Help ID and Help File - Used internally to find the proper help topic to display when
you click the Help button. These columns are hidden by default.
Collection-Schema
The Collection-Schema spreadsheet has the columns listed below. Used in conjunction
with the Form-Collection spreadsheet, this information can help you find the underlying
schema for a field on a form.
Collections that are part of the framework may not be included in this
spreadsheet; however, you may be able to use the combination of the
MGCore collection name (usually similar to the schema table name) and
object (usually similar to the schema field name) in the Forms-Collections
table to find the related database table and field.
Property - The property in the collection. If this property is a bound object, it relates to
a database schema table and field.
Property Type - Determines whether the property is bound to a table/column. If the
property type is Derived, the Property Value column may contain useful information.
Table - Database schema table (if any) that contains the schema column that maps to
this collection and object.
Column - Database schema column (if any) that maps to this collection and object.
Property Value - May contain useful information for properties whose type is Derived.
Schema-Properties
The Schema-Properties spreadsheet describes the application database table and
column properties. This information is similar to what you see when you right-click and
select Properties for a database table in SQL Enterprise Manager.
Your custom database tables or columns, or any other changes made to the
database after the DataMap was created, will not appear in this spreadsheet
unless you add them manually. To view up-to-date schema information, print
SyteLine ERPs Database Schema Report.
Form-Folder
The Form-Folder spreadsheet tells where in SyteLine ERPs Explorer folder hierarchy you
can find certain forms. The Main Folder is sometimes, but not always, equivalent to the
name of a module or IDO. The Sub Folder, if any, indicates an additional layer of folders
in the Explorer. The Parent Folder is the folder containing the form.
Non-entrypoint forms (those that open only from within another form) do not
appear in this list, because they do not appear in the Explorer folder hierarchy.
Form-Group-Authorization
The Form-Group-Authorization spreadsheet lists the default group authorizations set up
for SyteLine ERP, and the forms to which the groups apply. You can sort or filter this
information by either group or form.
There is a Notes column to the right of the Form Name that may contain useful information.
For example, some group authorizations are not tied directly to a form, but influence the
users ability to perform a function such as changing a status. This is explained in the notes.
Form-Events
The Form-Events spreadsheet lists the events, sequences, and responses available from
each form.
SL-CRM-Map
The SL-CRM-Map spreadsheet maps the CRM adapters and CRM database to SyteLine
ERP database table.columns, where appropriate. It includes a tab for each SyteLine - CRM
adapter. Each tab includes the following information:
XML data elements used in the adapter, and descriptions of the data elements.
CRM database table and column to which the element maps.
SyteLine ERP database table and column to which the element maps.
Collection-Method
The Collection-Method spreadsheet lists the module (IDO) to which a collection belongs
and the methods/stored procedures used in the collection. It also lists parameter
information for each method. There may be some collections not represented in this
spreadsheet.
Rpt-Form-SP
Since reports generally do not have associated collections, the Rpt-Form-SP spreadsheet
provides information about the stored procedures, background tasks, and RPT (Crystal
Reports) files associated with reports. A report form may be associated with multiple tasks,
stored procedures and RPT files.
4. The DataMap then displays only the rows where the ComponentName column
contains the text you specified.
5. Be sure to un-filter again later by selecting All from the columns drop-down box.
Normally in Excel, the Auto-Filter dropdown box lists all the different values
from the columns rows, and you select one. Because we have pushed Excel
beyond its normal limits, our dropdown filter may NOT list all available values.
Use the Custom option on the dropdown box, as shown above, to filter for a
specific value.
2. Open the Form-Collection spreadsheet and filter to display the form and component
from step 1.
Data Element - The direct source of the data, usually the component in the
collection that relates to the field on the form. This column generally contains a
value similar to one of the examples on page 2-5.
The spreadsheets Primary Collection and Data Element generally contain the names
you see on the Form Component Properties dialogs Data tab when you click the
Binding button:
SL.SLCustomers(xxxxx)
SL.SLCoitems.ReserveSp(xxxxxxx)
"SL" indicates that this "SLCoitems" is If the collection name is followed by a period
collection relates to the the collection and additional text, the form component is
application. name. populated by a method whose name follows
the period.
MGCore.AccountAuthorizations( xxxxx)
NULL
object.Addr_1
object.DerNewStat
object.UbRangeQty
object2.CheckDate
"Object2" indicates that the The object does not map directly to a
data is based on a secondary database table.column.
collection.
filter.AdditionalValue
"Filter" indicates that the data is The object does not map directly to a
based on a filter and is used in database table.column.
a query form.
variables.AgingBasis(xxx)
"Variables" indicates that the following Anything following the variable name may
name is a variable and does not derive be useful. For example, it may give the
from a database table. variables initial value.
4. If the data source is a bound object related to a collection in the application, you can
find its underlying database table and column by opening the Collection-Schema
spreadsheet and filtering for the collection and object.
Continuing the previous example, the collection name from the Primary Collection
column is SLCustomers. The object name from the Data Element column is CorpCust.
If you open the Collection-Schema spreadsheet and filter for these values, you see this
row:
Collections that are part of the framework, rather than the SyteLine
application, may not be included in this spreadsheet. However, you may
be able to use the combination of the MGCore collection name (usually
similar to the schema table name) and object (usually similar to the
schema field name) in the Form-Collections spreadsheet to find the related
database table and column.
Your custom database tables or columns, or any other changes made to the
database after the DataMap was created, will not appear in this spreadsheet
unless you add them manually. To view up-to-date schema information, print
SyteLine ERPs Database Schema Report.
2. Click the Help button. This displays the SyteLine Help for that field:
If you get an error message that macros are not enabled, change the security level in
Excel as described in the README file on the DataMap CD.
3. You can go from the displayed help topic to any other topic in the SyteLine online help.
The response, sequence, and response type for each event is also listed.
The sequence number helps to distinguish occurrences of an event when the event
appears more than once in a form.
The response types are listed below. For more information about response types, see the
Winstudio online help (in SyteLine ERP, select Help>Customizing Forms and select the
index entry Response Types.)
Response Description
Type
0 Method call
2 Execute EXE or other program
3 Run form as modal child
4 Goto form - replace this form with the new form
5 Goto form -page - make the new form page current
6 Run form as linked child
7 Run form
8 Run script
16 Run form to retrieve filter
19 Run background task
21 Generate event
22 Set values
23 Collection navigate
24 Collection new
25 Collection copy
26 Collection save
27 Collection delete
28 Collection refresh
29 Collection refresh current
30 Collection notes
31 Collection notes for current
32 Collection init with auto insert row
33 Inline script
34 Collection make current
35 ActiveX script method
36 Conditional action
37 Binary value action
38 Add entry to the audit log
39 Goto URL
Response Description
Type
40 Print preview
41 Goto Explorer folder
To filter for a specific stored procedure or RPT file (where there may be more than one SP
or RPT listed for a form):
1. Right-click on the down-arrow next to the Stored Procedure or RPT column heading.
2. Select Custom from the list.
3. In the Custom Auto Filter dialog, specify the text and wildcards you want to look for.
2. Select a link in the Overview, or click the tabs at the bottom of the spreadsheet, to go
to the worksheet that shows the appropriate adapters XML mapping.
The Main Folder is usually, but not always, the module. The Subfolder, if any, indicates an
additional layer of folders in the Explorer.The Parent Folder indicates the type of form (as
well as the subfolder in the Explorer). You can filter or sort by any of the columns.
Non-entrypoint forms (those that open only from within another form) do not
appear in this list, because they do not appear in the Explorer folder hierarchy.
Contacting Infor
Contacting Infor Support
If you cannot find the answer to a question in this document or in the products online help,
contact Infor Support using one of these methods:
Go to our support Web page (http://discrete.support.infor.com) and log in, selecting
your product area. From the Support web page, you can search for answers to your
questions about the product in our Knowledge Base, or report issues.
Find the support contact phone number or email address for your region at
http://discrete.support.infor.com/phonelist.htm.
Symbols Event
* in Field Labels 1-2 Name 1-4
Response Type 1-4
A Sequence 1-4
Application Database Tables 1-3 Event Handler Responses 2-7
Asterisk, in Field Labels 1-2 Events Used in Forms 1-1, 2-7
Authorization Levels for Forms 1-1, 2-11 Explorer Folders 1-1, 2-11
Auto-Filter 2-3
F
B Field Length 1-3
Base Type, in Schema-Properties spreadsheet 1-3 Field Name 1-3
Binding Button 2-4 Field Type 1-3
Fields
C Customizing 2-2
Changing the DataMap 2-1 Getting Help 2-7
Collection 1-1, 2-3 Map to XML Elements in Adapter 2-11
in Collection-Schema Spreadsheet 1-3 Searching for 2-2
Methods 2-9 Folder 2-11
Stored Procedures 2-9 Form Name, in Form-Collection spreadsheet 1-2
Collection-Method Spreadsheet 1-1, 1-5, 2-9 Form-Collection Spreadsheet 1-1, 1-2, 2-7, 2-9
Collection-Schema Spreadsheet 1-1, 1-2 Customizing Fields 2-2
Column Name, in Schema-Properties spreadsheet 1-3 Customizing Help 2-2
Column, in Collection-Schema Spreadsheet 1-3 Searching for Data Source 2-3
Component Name 1-2, 2-2 Searching for Fields 2-2
Components 1-1 Form-Events Spreadsheet 1-1, 1-4, 2-7
Contacting Infor 2-12 Form-Folder Spreadsheet 1-1, 1-4, 2-11
Container, in Form-Collection spreadsheet 1-2 Form-Group-Authorization Spreadsheet 1-1, 1-4, 2-11
Copying the DataMap Files 2-1 Forms
CRM Adapters 1-5, 2-10 Authorizations 2-11
CRM Database 1-1 Components 1-1
CRM Database Table 1-5 Customizing 2-2
Crystal Reports 1-1, 2-9
Custom Auto Filter Dialog 2-2, 2-10 G
Custom Option in Excel 2-3 Group Authorizations 1-4
Customizing Groups 1-1
SyteLine ERP 2-2
SyteLine Help Topics 2-2 H
Help
D Button 1-1
Data Element 1-2, 2-4 Customizing 2-2
Data Length 1-1 on a Field 2-7
Data Source 1-1 Help ID
Database Schema Details 2-6 and Help File 1-2
Database Schema Report 1-3, 2-6 Column Description 1-2
Database Table Properties 1-1 Using with Custom Help 2-2
Database Tables 1-1
DataMap I
Copying 2-1 IDO 1-1, 1-4, 1-5
Starting 2-1 Infor, Contacting 2-12
Default, in Schema-Properties spreadsheet 1-3
L
E Label (Field) 1-2
Enable Macros 2-1
M
Enabling Macros 2-7
Macros 2-1