Change Data Capture Capability Using Web Services

2. Change Data Capture Capability Using Web Services Bob May senior product manager

3. Agenda • RapidResponse web services overview • Use cases • Capture worksheet data • Change Data Capture (CDC) • Configuring and using CDC • Wrap-up

4. RapidResponse Web Services • Published application programming interface using web services for data integration • Stateless • Interoperable across platforms • Supports open standards like HTTP(s) and SOAP • Conforms to SOAP 1.1, WS-I Basic Profile 1.1, WS-I Basic Security Profile 1.0 and documented via WSDL 1.1 web services 4 1 RapidResponse ERP etc. 2 3 web services client

5. Web Services Use Cases • Extract plan data from RapidResponse • Low frequency • Full data update • Extract sales and operations planning data when a new S&OP plan is committed • Extract planned work order/purchase order data as part of a full MRP plan regeneration • Change data capture • High frequency • Net change updates • Extract sales order schedule dates established in RapidResponse • Extract new purchase order releases established in RapidResponse

6. Configuring Web Services Users • “Use web services” is a specific new permission • Controls access to web services • Should not be used as a general admin or planning login; only login to confirm access to resources and for testing • One web service user per web service client application due to concurrency restriction

7. Capture Worksheet Data • Ensure web services user has access to required resources • Scenarios • Workbooks • Filters • Sites • Create web services client program: • Provide workbook identifier, settings and variables using GetWorkbookData method • For each worksheet in the workbook, extract one or more blocks of data using GetWorksheetData method and process each block • Use CloseWorksheet when done to free up working resources

8. Change Data Capture • Ensure web services user has access to required resources • Instances • Workbooks (CDC) • Filters • Sites • Create web services client program: • Use CaptureDataChanges to set a capture synchronization point • Provide workbook identifier, settings and variables using GetCaptureChanges method • For each worksheet in the workbook, extract one or more blocks of data using GetWorksheetChangedData method and process each block • Use CloseWorksheet when done to free up working resources

9. CDC Instance Configuration • An instance is a set of hidden scenarios bound to a permanent scenario that is monitored for data changes • Forms the framework for managed data collection through the web services API • Enable capture of all changes, re-capture in the event of a failure, capture each change only once • Create an instance for each unique combination of scenario, capture frequency, and web services user

10. Change Data Capture Using Instances Data Changes to Monitored Scenario Time 1 2 5 3 4 Set Capture Sync Point Clear Capture Sync Point Set Capture Sync Point Extract PO Changes Extract PO Changes Extract SO Changes Extract SO Changes

11. CDC Workbooks • New workbook type • Configuration options include: • Optionally monitor changes, adds, deletes • Exclude changes introduced by data updating • Establish key fields, monitored fields and reference fields (Note that monitored fields can be input or calculated fields) • Workbook automatically includes: • Changed by, inserted by, before/after change values • Capture/clear actions to support workbook testing • Demo

12. Web Services Caveats • Web services output does not include formatting - Use alerts to format output data • Capture workbook data cannot process cross-tabbed or subtotaled worksheets • CDC is net-change data only - Use Data Change Tracking for all transactions

13. Other Notes • System configuration • Configure a web services port • Configure for http or https • Client web service toolkit (e.g. Apache Axis2, WCF) • Resources • Activity is logged to the web service log • Administration guide includes a web service API overview and a reference guide • Sample client code provided in C#, VB.NET, Java

14. Wrap-up • RapidResponse 10.0 supports two new classes of low latency, data integration web services • Get Workbook Data • Change Data Capture • Configuration within RapidResponse is provided through new administration tools and standard resources (workbooks, filters, sites, scenarios, instances) • Significant resources are included that support development of clients that access the new web services

15. Thank You!