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Conference heron::euro_swas_ai

Title:Europe-Swas-Artificial-Intelligence
Moderator:HERON::BUCHANAN
Created:Fri Jun 03 1988
Last Modified:Thu Aug 04 1994
Last Successful Update:Fri Jun 06 1997
Number of topics:442
Total number of notes:1429

171.0. "PROJECTS DATABASE" by HERON::SERAIN () Mon Jan 22 1990 10:50

HELLO,

      Here is a description of the PROJECTS DATABASE done by Jean-Michel 
Grosgurin. The purpose of this database is to make available to eveybody
the list of projects done by the Ai community in the real world.
     This database is still in enfancy in term of structure. Jean-Michel
is ready to listen to your inputs. So, feel free to comment on it.

Daniel

------------------------------------------------------------------------  
                                                                              
	                COMPETENCY CIRCLES PROJECTS TRACKING SYSTEM
                                E/ACT - Valbonne       
                                                                                



		











	
					Introduction



				1. Database description

				2. Implementation issues

				3. How to access the prototype

				4. How to use the prototype














                                                                               

				A. Appendix A : screens hardcopies 
		
				B. Appendix B : database design			

				INTRODUCTION

The idea of having a projects database comes from the need to know where new 
technologies are beeing implemented at customers' sites, and eventually what are 
the customers that can be used as reference accounts for a given technology.
If enough data can be gathered, it can be used as well for analyze purposes.

This document describes the information that could be tracked, and the way it 
can be organized in a way that suits the query needs while preserving the 
database flexibility.




	What technology should be used to store and retrieve the data ?


There are several ways to keep track of reference accounts information :

a- Non structured
b- Poorly structured
c- Highly structured

a- Text information for each account : very easy to implement, good for 
   description, difficult to centralize, difficult to update, difficult to 
   access and retrieve

b- Videotex infobases : good for description, easy access and retrieval. Very       
   efficient in a network environment. Less structured data make it more         
   difficult to use complex criteria when searching information in the infobase
   ... unless you associate the infobase with a database

 - Notesfiles : good for description, easy access and retrieval. Very       
   efficient in a network environment. Update possible only by adding new 
   information (historical approach) ==> retrieval and search more and more 
   difficult as time is going

 - Text database : Good at all, but handling the quantitative metrics.

c- Relational database : Good at all, but handling large amounts of text data.
   Not suitable to produce high quality documents. Very easy to handle complex
   multi-criteria queries to find a reference. Very efficient in a network 
   environment provided that adequate front-end tools are used.


As the starting point was to keep track of Database and Transaction Processing 
projects, the quantitative and multi-criteria aspects were very important. So 
the relational database approach has been selected.

Moreover, if the Project Tracking System turns into a large scale project, it's 
likely that TP tools will be used to front-end the database. This was another 
reason why the database approach was selected.

			1. DATABASE DESCRIPTION

A reference record is a set of information about one project. It's primarily 
focused on one technology (for example : Transaction Processing), but the 
database can keep track of projects for different technologies. 

The information tracked is split into several parts :

a) KEY OF THE RECORD  

Technology (T_ID), plus an internal number (REF_ID)


b) GENERAL INFORMATION

Account & project name, Office, Amount of business (HW, SW, Sces), country, 
industry sector, development phase, mood of the customer, former vendor, 
application description, account visitable or not, date of the last update and
extensive comments.

The information highlighted in sections a) and b) is to be controled in 
reference tables, because it will be used to query the database (tables 
TECHNOLOGY, COUNTRY, INDUSTRY, DEVT_PHASE, MOOD, VENDOR).


c) TECHNOLOGY SPECIFIC INFORMATION

This info is split into 3 parts, all allowing repeating groups  :

- PRODUCT INFORMATION : for each technology, a set of products is defined in 
reference table named PRODUCT. Amongst those, the products used in the project 
tracked are listed and kept in a separate sub-table.

- KEYWORD INFORMATION : for each technology, a set of keywords is defined in a 
reference table named KEYWORD. Amongst those, the keywords relevant for the 
project tracked are listed and kept in a separate sub-table. Keywords associate 
more high level concepts to the project tracked. They complement the product 
information and give an alternate means to query the database (examples of 
keywords : CLUSTER, 24/24, ...).

- QUANTITATIVE METRICS : for each technology, a set of metrics can be defined in 
a reference table named METRIC. They consist in a metric short name and 
description. If available, the metrics can be tracked for the project in order 
to have an idea of the volumes involved (examples for Transaction Processing : 
VUPS of the configuration, TPS, Database Size ...) and kept in a separate sub 
table.

d) COMPETITIVE INFORMATION

For each project, the names of the competitors are tracked (and selected from a 
reference table named VENDOR) and kept in a separate sub table.


e) DIGITAL CONTACTS INFORMATION

For each project, a list of the DIGITAL contacts is defined, with mention of 
their EMAIL address, DTN number and function, and kept in a separate sub table.

The rule could be : if a project is tracked in the database with another 
development phase than "JUST SOLD", "LOST" or "FAILED" then it can be mentioned 
freely to customers. To organize a visit or have an udpate on the status of the 
project, one has to go through the contacts.


Note : 

This design gives a good flexibility, as operations like adding a new product, 
a new keyword or a new metric only imply adding a new record in a table, and not 
changing the database definition neither the front-end application.

Advanced ways of querying the database will make this design totally transparent 
to the user. Questions such as : "Find me a project on TP, with more than 15 
VUPS, more than 200 active users, a database size greater than 600 Mb, using 
ACMS and Rdb in a CLUSTER environment and won over IBM or TANDEM" can be handled 
easily.



                        2. IMPLEMENTATION ISSUES

a) ACCESS CONTROL

Access to the projects database can be controlled by an automatic sign in 
mechanism using the username.

Noone can have access to the application front-ending the database unless he is 
explicitely authorized to so and registered in a security table. 
Having read access to the database allows to query the whole database, for all 
projects and all technologies.
Having write access to the database allows to update/create information about 
projects of :

- his own country
- the (one) technology he's responsible for at the country level.

b) APPLICATION LAYOUT

The front end-part of the application has mainly 2 parts :

- an update screen, allowing users that are granted write access to 
create/update reference projects information. All the information that have to 
be validated against reference tables (COUNTRY, INDUSTRY ...) can be selected 
from pop-up windows.

- a query interface : 

* a first screen allows to formulate requests to the database, filling in blancs 
and picking up values from reference lists.
* when the answer to the request has been given, all the projects are displayed
in scrolling mode, with a subset of the available information. To browse all the 
information, another screen can zoom on a particular project.

Some administration screens have obviously to be added to maintain the reference 
tables of the database and the security access list.


c) DISTRIBUTED IMPLEMENTATION

The application has to be distributed in such a way that users can access the 
database (centralized) through the network from remote locations.


d)  PROTOTYPE

A prototype implementing the above mentioned ideas has been developped. His use 
on a small scale should reveal whether or not such a system can be useful.
Information on how to access the prototype system and how to use it are given 
here after. Hardcopies of screens and detailed information on the database 
design are provided in Appendix A and B at the end of this document.

                        3 - HOW TO ACCESS THE PROTOTYPE

The prototype of the "Project Tracking System" is a RALLY application accessing 
an Rdb database.

There are 2 ways of running this prototype :

a) SET HOST

A captive account has been created on HERON (HERON is the alias name of a 
cluster of 2 VAX8550 in Valbonne)

The USERNAME is PROJECTS_CC, no password.
You will be asked to enter your badge number to identify yourself.
The first time you will use the application, you will be also asked for some 
personal information (first name, last name) and for 2 important items :

- your country
- your technology

                                                                               
 When you are finished with this screen, a registration request will be sent  
 automatically and you will be (later) granted read access to the database. 
 Should you have to update data belonging to your country and technology, then  
 send a mail as stated on the form and you will be granted write access.
                                                                               

Performance might not be ideal, depending on the speed of the links between your 
location and Valbonne.


b) Local RALLY and Remote Rdb

Prerequisite : Have RALLY V2.1-A and RDB 3.0-B run time installed on your 
system. Make sure that HERON is known from your local node. 

Then copy from : HERON"PROJECTS_CC"::REF.SAV a save set containing :

REF_RUN.RGA 	the RALLY application file (no symbol table ==> not editable)
REF.COM		a procedure assigning logical names and running the application

If you put those two files in your SYS$LOGIN, you an run the application as it 
is by doing @REF.

If you do not put them in SYS$LOGIN, you have to change the LOCATION logical 
name in the REF.COM command procedure, in order to have it point to the .RGA 
file location. You can also define your preferred printer.

The behavior of the application will be exactly the same, but performance will 
be better than if you use set host.

                        4 - HOW TO USE THE PROTOTYPE



Two functionalities are provided : a query interface to retrieve data from the 
database, and an update interface to create/update data in the database

a) QUERY 

Anybody that has access to the application can register and grant himself read 
access to the database. After the prompt for the badge number, the query form is 
displayed and allows to do multi-criteria queries to the database.

To move from a field to another in the query form, use Tab. or Return (next 
field), and F12 (previous field).


In each field of the form, you can either :

- specify a value directly in the field (*) :

It means that you are interested only in records for which the field value is 
EQUAL to the specified value.


- specify an "extended query" on the field by pressing Find key :

It means that you want to specify a query expression other than EQUAL.
When you have pressed the Find key in a field, a command line appears in the 
left down corner of the form : Enter query expression 

You can then use one of the following operators to specify the extended query :
- for NUMBER and DATE fields 	: > , >= , < , <= , =
- for CHAR fields		: all above, plus STARTS, CONTAINS, MATCHES

You can combine these operators using the conjunctions AND and OR, and the 
negation NOT. On line Help is available when in the command line (press Help).
To go back to the field once the query expression is entered, press Return.





                                                                               
(*) List of valid values are provided for a field each time the icon 
    GOLD L AVAILABLE is displayed in the right down corner of the form.

    - To display the pop-up window in the middle of the screen, use GOLD L
    - If you want to restrict the list of values to the values starting   
      with a character string, type in the string in the field and then   
      press GOLD L (this function is similar to the ALLIN1 GOLD L facility)
    - To move within the list of values, use down arrow and up arrow to   
      scroll records, Next and Prev keys to scroll pages.
    - To select a value from the list of values, press Select or Enter.

Examples of valid extended query expressions :

NUMBER	:	> 100
		>= 5 and <= 10 
		< 15 or  >= 24
		(> 5 and < 10) or > 20
		= 2 or >= 5

DATE	:	> 1-OCT-1989
		> 20-OCT-1989 and <= 31-DEC-1989
		
CHAR	:	> C			(case sensitive, upper case first)
		STARTS A		(case sensitive)
		STARTS B or = BULL
		NOT STARTS B 
		CONTAINS iBm		(case insensitive)
		MATCHES *BM*		(case sensitive)




It's possible to specify query expressions (exact match or extended query) for 
every field in the form. Note that all the query expressions are ANDed together.
There is *NO WAY* to do a logical OR across several fields (eg. COUNTRY = FRANCE
or INDUSTRY = MANUFACTURING).



In particular, when two products are specified, it means that you expect to get 
back projects where both products are used together. Note that in this case, you 
might also do a logical OR query on the field PRODUCT because only one field is 
involved in the logical OR (PRODUCT = RDB or PRODUCT = ACMS can be specified as 
an extended query on the field PRODUCT).




Finally, when all the query expressions have been specified, you execute the 
query by pressing Enter.



When the records are pulled back from the database, you can :

- scroll through the collection of records using arrow keys (up and down),

- select one of the records to have more information about it using Select key.
  In this case, another form is displayed giving detailed information on the   
project selected, inclusing an extensive comment.

- reset the screen in order to make another query, using Find key.
  In this case, the screen is cleared, and you can again specify query   
expressions.



In case no matching records are found in the database, a message is issued :

+------------------------------------------------------------------------------+
|       There is no matching record in the database. Press Return	       | 
+------------------------------------------------------------------------------+

It means that your query was too restrictive : you have to drop some conditions 
on the fields and execute the query again, until you have some records matching 
all the conditions that you have required.


To drop a condition on a field, you have to do the following :

- in case of an exact match, clear the value specified in the field using key    
  F3, (same key as ALLIN1 for delete word)

- in case of an extended query, press Find key when in the field to go back to 
  the command line, and then clear the expression specified there using key F3 
  several times (until the line is blanked), or key F9 to clear the whole line 
  altogether.



To leave the query form and exit the application, press F8.

b) UPDATE

To be allowed to update the database requires to be granted write access (send a 
mail to HERON::PROJECTS_CC as stated in the registration form).

When it's the case, you will be allowed to create/update records for your 
country and the technology that you specified in the registration form.

After the prompt for your badge number, a menu with 3 choices appears :

1. Update the database
2. Query  the database 	(function offered to read-only users - described above).
3. Exit

If you select the update option, then you are left browsing the collection of 
records belonging to your country and your technology. The form layout looks 
almost exactly like the detailed query form.
 

To scroll through the collection of records, use arrow keys (up and down).

If there are too many records and scrolling one record at a time becomes 
tedious, you can query the database specifying query expressions in the same way 
as you could do in the query form. List of values are available when the icon 
GOLD L AVAILABLE is there, and work in the same way (*).

You can then update any visitable field and change its value.

When you leave a record either to scroll to another record, or to query the 
database, all the changes made in the record that you are leaving are made 
permanent in the database (they are 'committed').



                                                                               
(*) There is an enhancement for the list of values in the update form.
    
    If you type in the first letters of a value in a field, and the string 
    uniquely identifies a value in the list, then if you press Return or 
    GOLD L, the value will automatically be picked up from the list.

    If more than one value starts with the first letters specified, then 
    they are displayed in the list. You can pick up a value using Enter of 
    Select key, or quit the pop-up window using F8. 

    If no value matches, then you are left creating a new entry in the 
    reference table. Fill in the value there and press Enter to confirm.
    This way you will have simultaneously created a new entry in the list, 
    and associated this value to the current record you are editing.

    Finally, in case you made a simple GOLD L to browse the list, and then 
    realized that the value you would like is not there, you can still 
    create a new entry in the list using Insert key. To confirm and pick 
    the value press Enter or Select.

To create a new record, press Insert key. A reference number will automatically 
be allocated to the record, and you will be left filling in the other fields.

Similarly, use Insert key to create new entries in the repeating groups :

- TECHNOLOGY SPECIFIC,
- PRODUCTS,
- KEYWORDS,
- COMPETITORS,
- DIGITAL CONTACTS.


To remove an entry from a repeating group, use Remove key.

When the cursor is in the top most part of the screen (above repeating groups),
using Remove key will remove the whole record from the database.

Think twice before doing it ! 

Anyway a Y/N menu will prompt you to confirm the removal in order to prevent 
any mis-usage of the Remove key.



To exit from the update form making permanent in the database all the changes 
made to the last record edited, press F10 or Enter.

To quit the form, discarding the changes made to the last record, press F8.

If you want to save the changes at any time, without exiting the form, press Do 
key and type in the command line : commit.

If you want at any time abort the changes made to the top most part of the 
current record, press Do key and type in the command line : rollback.



Last, if you want to edit comments about the current record (to give details 
about the configuration, or any information that you could not enter in the 
other fields), type Y in the last field of the form : a sub-form appears, 
allowing you to type in 10 lines of text.

In this subform, use arrow keys to go up and down one line (Tab. / Return and 
F12 work as well). To return to the main update form, type GOLD F12 from any 
place in the subform. If you are in the last line, Return key will get you to 
the next record in the database. If you are in the first line, key F12 or up 
arrow will get you in the Y/N comment field.

c) HELP FACILITY : 

On-line help is provided in the application (press Help key). It's a form 
specific key reminder :

                                                                               
PROJECT TRACKING SYSTEM         KEYS REMINDER                      UPDATE FORM

Move to next field      :       Tab. or Return
Back to previous field  :       F12
Move to last field      :       PF1 Return
Move to first field     :       PF1 F12

Exit the form (commit)  :       Enter
Quit the form (rollback):       F8

Insert a new record     :       Insert here   (previous updates are committed)
Delete a record         :       Remove        (confirm menu appears)

Scroll to next record   :       Down arrow
Scroll to prev record   :       Up arrow

Scroll to next page     :       Next
Scroll to prev page     :       Prev                                            

                                                                               
PROJECT TRACKING SYSTEM         KEYS REMINDER                      QUERY FORM 

Specify a criteria      :       Move along the fields using Tab. and F12
Execute a query         :       Enter
Scroll to next record   :       Down arrow
Scroll to prev record   :       Up   arrow
Scroll to next page     :       Next
Scroll to prev page     :       Prev
Select one record       :       Select
Do another query        :       Find           (it will reset the screen)
Quit any form           :       F8

How to specify complex query criteria :

- Criteria 'equals to'  :       Fill in the value in the field

- Other criteria  	:       Press Find key when in the field.
  Then, on the command line that appears, use one of the following operators in   
order to specify the extended query expression :

  < , <=, >, >=                   for NUMBER or DATE fields
  starts, contains, matches       for CHAR fields

Example :
After have pressed the Find key while in the field Former Vendor, type in :
Enter query expression : starts IBM 
and you will get all the records in the database whose former vendor was IBM,
no matter what kind of hardware were there (AS400, 3090 ...)                                    

APPENDIX 1			Hardcopies of screens

UPDATE SCREEN :
                        Before any information is filled in :
+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | QUERY |
+--------------------------+-----------++------------------------------+-------+
+-------+-------------------  ACCOUNT INFORMATION  ----------------------------+
|Office |                                |Code TP         FRANCE               |
|Account|                                |Industry      :                      |
|Project|                                |HW/SW/Sces(K$):       /       /      |
|Visit ?|     Mood:                      |Former vendor :                      |
+-------+--- Application Description ----+Devt Phase    :                      |
|                                                                              |
+---------------------------  TECHNOLOGY SPECIFIC  ----------------------------+
|                                                                              |
|                                                                              |
+--------+---------------------------------------------------------------------+
|PRODUCTS|                                                                     |
+--------+---------------------------------------------------------------------+
|KEYWORDS|                                                                     |
+--------+------------++-----------------------------------+----------+--------+
|     COMPETITORS     || DIGITAL CONTACTS   EMAIL address  |Telephone |Function|
+---------------------++-----------------------------------+----------+--------+
|                     ||                                                       |
|                     ||                                                       |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] :

                        Screen after filling in the information :
+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | UPDATE|
+--------------------------+-----------++------------------------------+-------+
+-------+-------------------  ACCOUNT INFORMATION  ----------------------------+
|Office | PARIS                          |Code TP1        FRANCE               |
|Account| FICTIVE                        |Industry      : MANUFACTURING        |
|Project| Reseau d'Agences               |HW/SW/Sces(K$): 10    / 10    / 10   |
|Visit ?| Y   Mood: NEUTRAL              |Former vendor : BULL DPS8            |
+-------+--- Application Description ----+Devt Phase    : TESTING              |
|Order entry sample application                                                |
+---------------------------  TECHNOLOGY SPECIFIC  ----------------------------+
| DBSIZE  600    NBTERM  150    TPS     5.5                                    |
| NBDISK  5      NBUSER  80     VUPS    15                                     |
+--------+---------------------------------------------------------------------+
|PRODUCTS|ACMS       RALLY      RDB                                            |
+--------+---------------------------------------------------------------------+
|KEYWORDS|365 DAYS        CLUSTER         DATABASE        DECTP                |
+--------+------------++-----------------------------------+----------+--------+
|     COMPETITORS     || DIGITAL CONTACTS   EMAIL address  |Telephone |Function|
+---------------------++-----------------------------------+----------+--------+
|BULL DPS8            ||Pierre DUPONT @PAO                  858-YYYY   SALES   |
|IBM 3090             ||Jean DURAND @PAO                    858-XXXX   SWAS    |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] : N

QUERY INTERFACE 


		Screen as it appears when the user calls it :

+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | QUERY |
+--------------------------+-----------++------------------------------+-------+
                            Number of accounts selected :
+------------------------------------------------------------------------------+
|Techn. :           Updated:               Country      :                      |
|Account:                                  Industry     :                      |
|Project:                                  Former Vendor:                      |
|Bus(K$):       Mood:                      Devt Phase   :                      |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|            |                |                  |                     |Visit ?|
|            |                |                  |                     |  (Y/N)|
+------------+----------------+------------------+---------------------+-------+


		After the user has filled in some search criteria :

+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | QUERY |
+--------------------------+-----------++------------------------------+-------+
                            Number of accounts selected : 0
+------------------------------------------------------------------------------+
|Techn. : TP        Updated:               Country      : FRANCE               |
|Account:                                  Industry     :                      |
|Project:                                  Former Vendor:                      |
|Bus(K$):       Mood:                      Devt Phase   :                      |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |CLUSTER         |  TPS     *       |                     |Visit ?|
|RDB         |                |                  |                     |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

* Enter Query Expression : > 10

		After the user has received the answer from the database :

	Note that the answer does not correspond to the query criteria, because
	the sample database does not contain enough records.


+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | BROWSE|
+--------------------------+-----------++------------------------------+-------+
                            Number of accounts selected : 4
+------------------------------------------------------------------------------+
|Techn. : TP1       Updated: 27-Nov-1989   Country      : FRANCE               |
|Account: FICTIVE			   Industry     : MANUFACTURING        |
|Project: Reseau d'Agences                 Former Vendor: BULL DPS8            |
|Bus(K$): 30    Mood:NEUTRAL               Devt Phase   : TESTING              |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |365 DAYS        |  DBSIZE  600     |BULL DPS8            |Visit ?|
|ACMS        |365 DAYS        |  DBSIZE  600     |BULL DPS8            |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

+------------------------------------------------------------------------------+
|Techn. : TP2       Updated: 24-Nov-1989   Country      : FRANCE               |
|Account:                                  Industry     : MANUFACTURING        |
|Project:                                  Former Vendor: ICL                  |
|Bus(K$): 71    Mood:HAPPY                 Devt Phase   : TESTING              |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |DECTP           |                  |IBM AS 400           |Visit ?|
|ACMS        |DECTP           |                  |IBM AS 400           |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

+------------------------------------------------------------------------------+
|Techn. : TP4       Updated: 24-Nov-1989   Country      : FRANCE               |
|Account:                                  Industry     :                      |
|Project:                                  Former Vendor:                      |
|Bus(K$):       Mood:                      Devt Phase   :                      |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |DECTP           |  DBSIZE  100     |BULL DPS8            |Visit ?|
|ACMS        |DECTP           |  DBSIZE  100     |BULL DPS8            |  (Y/N)|
+------------+----------------+------------------+---------------------+-------+

+------------------------------------------------------------------------------+
|Techn. : TP5       Updated: 27-Nov-1989   Country      : FRANCE               |
|Account: account                          Industry     : AEROSPACE            |
|Project: project                          Former Vendor: IBM AS 400           |
|Bus(K$): 60    Mood:VERY POSITIVE         Devt Phase   : JUST SOLD            |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |AUTOMATS        |  DBSIZE  1000    |TANDEM               |Visit ?|
|ACMS        |AUTOMATS        |  DBSIZE  1000    |TANDEM               |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

                        After the user has selected the first project 
			to have more information

+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | BROWSE|
+--------------------------+-----------++------------------------------+-------+
+-------+------------------  PROJECT INFORMATION  -----------------------------+
|Office |PARIS                          |MANUFACTURING         FRANCE          |
|Account|FICTIVE                        |Former vendor :  BULL DPS8            |
|Project|Reseau d'Agences               |Business : K$ 30   (10   /10   /10   )|
|Visit  |Y   Mood: NEUTRAL              |Dvt Phase     :  TESTING              |
+-------+-------------------------------+--------------------------------------+
|Order entry sample application                                                |
+---------------------------  TECHNOLOGY SPECIFIC  ----------------------------+
| DBSIZE  600    NBTERM  150    TPS     5.5                                    |
| NBDISK  5      NBUSER  80     VUPS    15                                     |
+--------+---------------------------------------------------------------------+
|PRODUCTS|   ACMS       RALLY       RDB                                        |
+--------+---------------------------------------------------------------------+
|KEYWORDS|    365 DAYS        CLUSTER         DECTP                            |
+--------+------------++-----------------------------------+----------+--------+
|     COMPETITORS     || DIGITAL CONTACTS  EMAIL address   |Telephone |Function|
+---------------------++-----------------------------------+----------+--------+
|BULL DPS8            ||Pierre DUPONT @PAO                  858-YYYY   SALES   |
|IBM 3090             ||Jean DURAND @PAO                    858-XXXX   SWAS    |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] : N

APPENDIX 2			Database design

!-------------------------------------------------------------------------------
!		
!	-------		--------	----------	--------	------
!       COUNTRY	        INDUSTRY        DEVT_PHASE      MOOD            VENDOR
!	-------		--------	----------	--------	------
!	| 		| 		    |		|		|
!	|  		+-----------------+ | +---------+		|
!	+-------------------------------+ | | | +--------- (former) ----+
!					| | | |	|			  
!					v v v v V			  
!					---------			  
!   +-----------------------(*)------->	REFERENCE 	  
!   |					---------
!   |					| | | | |	  
!   |	+-------------------------------+ | | | +--------------------+
!   |	|		+-----------------+ | +-----------+	     |
!   |	|		|		    |	       	  |	     | 
!   |	v		v		    v		  v	     v 
!   |	-----------   -----------     -----------   --------------   -----------
!   |	REF_PRODUCT   REF_KEYWORD     REF_METRIC    REF_COMPETITOR   REF_CONTACT
!   |	-----------   -----------     -----------   --------------   -----------
!   |	^ 		^ 		    ^ 
!   |	|		|		    |
!   |	|		|		    |
!   |	-----------   -----------     -----------   
!   |	PRODUCT	      KEYWORD         METRIC
!   |	-----------   -----------     -----------   
!   |	^		^		    ^
!   |	|		|		    |
!   |	|	      -----------	    |
!   |	+----------   TECHNOLOGY   ---------+
!   +--------------   -----------
!
! (*) this link to exist if a reference is primarily single technology
!
!-------------------------------------------------------------------------------

!-------------------------------------------------------------------------------
! Database definition
!-------------------------------------------------------------------------------
!create schema file REFERENCE_DB ;
!-------------------------------------------------------------------------------
! Domains definition
!-------------------------------------------------------------------------------
create domain T_ID 			is CHAR (2) ;	! technology id
create domain TECHNOLOGY 		is CHAR (30) ;	! technology description
create domain METRIC			is CHAR (6) ;	! metric (for each T_ID)
	!***** possible values : VUPS, TPS, NBDISK, DBSIZE, NBTERM, NBUSER ... 
create domain METRIC_DEFINITION		is CHAR (30) ;	! metric definition
create domain METRIC_VALUE		is INTEGER(2) ;	! metric value
create domain REF_ID 			is SMALLINT ;	! internal number
create domain ACCOUNT			is CHAR (30) ;	! account name
create domain PROJECT			is CHAR (30) ;	! project name
create domain DOLLAR			is INTEGER ;	! $ made on a project
create domain VENDOR			is CHAR (20) ;	! computer vendor name
create domain OFFICE			is CHAR (30) ;	! DIGITAL office name
create domain EMAIL			is CHAR (35) ;	! EMAIL address
create domain DTN			is CHAR (10) ;	! Telephone DTN number
create domain FUNCTION			is CHAR (5) ;	! 
	!***** possible values : SALES, SWAS, MKTG, EDU ...
create domain COUNTRY			is CHAR (20) ;	! Country name
create domain INDUSTRY			is CHAR (20) ;	! type of industry
	!***** possible values : to be defined
create domain DEVT_PHASE		is CHAR (20) ;	!
	!***** possible values : JUST SOLD, DEVELOPMENT, TESTING, PRODUCTION
create domain MOOD			is CHAR (20) ;	! how the cust. feels 
	!***** possible values : VERY POSITIVE, HAPPY, NEUTRAL, UNHAPPY
create domain BOOLEAN			is CHAR (1) ;	! Y or N
create domain KEYWORD			is CHAR (15);	! for each T_ID
	!***** possible values : CLUSTER, DISTRIBUTED, 24/24, BENCHMARK,AGENT...
create domain PRODUCT			is CHAR (10) ;	! for each T_ID
	!***** possible values : ACMS, RDB, ...
create domain DESCRIPTION		is CHAR (78) ;	! any description
create domain BADGE			is CHAR (6) ;	! badge number
create domain NAME			is CHAR (30) ;	! name 
create domain USERNAME			is CHAR (12) ;	! VMS username
create domain ACCESS			is CHAR (5) ;	! READ , WRITE or CTRL
!
!

!-------------------------------------------------------------------------------
! Tables definition
!-------------------------------------------------------------------------------
create table TECHNOLOGY (
T_ID 			T_ID, 
TECHNOLOGY 		TECHNOLOGY, 
MAX_REF_ID 		REF_ID
) ;

create table PRODUCT   	(
T_ID 			T_ID, 
PRODUCT 		PRODUCT
) ;

create table KEYWORD	(
T_ID 			T_ID, 
KEYWORD 		KEYWORD
) ;

create table METRIC	(
T_ID 			T_ID, 
METRIC 			METRIC
METRIC_DEFINITION		
) ;

create table REFERENCE 	(
T_ID			T_ID,
REF_ID			REF_ID,
ACCOUNT			ACCOUNT,
PROJECT			PROJECT,
HARDWARE		DOLLAR,
SOFTWARE		DOLLAR,
SERVICES		DOLLAR,
FORMER_VENDOR		VENDOR,		
OFFICE			OFFICE,
COUNTRY			COUNTRY,	
INDUSTRY		INDUSTRY,	
APPL_DESCRIPTION	DESCRIPTION,
DEVT_PHASE		DEVT_PHASE,	
MOOD			MOOD,
VISITABLE		BOOLEAN,		
COMMENT			DESCRIPTION,
COMMENT2		DESCRIPTION,
COMMENT3		DESCRIPTION,
COMMENT4		DESCRIPTION,
COMMENT5		DESCRIPTION,
COMMENT6		DESCRIPTION,
COMMENT7		DESCRIPTION,
COMMENT8		DESCRIPTION,
COMMENT9		DESCRIPTION,
COMMENT10		DESCRIPTION,
LAST_UPDATE		DATE 			
) ;
!

create table COUNTRY	(COUNTRY COUNTRY) ;

create table INDUSTRY	(INDUSTRY INDUSTRY) ;

create table DEVT_PHASE	(DEVT_PHASE DEVT_PHASE) ;

create table MOOD	(MOOD MOOD) ;

create table VENDOR	(VENDOR	VENDOR) ;

create table REF_CONTACT (
T_ID			T_ID,
REF_ID 			REF_ID, 
CONTACT_EMAIL		EMAIL,
CONTACT_DTN		DTN,
CONTACT_TYPE		FUNCTION
) ;

create table REF_PRODUCT (
T_ID			T_ID,
REF_ID 			REF_ID, 
PRODUCT 		PRODUCT 		
) ;

create table REF_COMPETITOR (
T_ID			T_ID,
REF_ID			REF_ID,
COMPETITOR		VENDOR		
) ;

create table REF_KEYWORD (
T_ID			T_ID,
REF_ID			REF_ID,
KEYWORD			KEYWORD		
) ;

create table REF_METRIC (
T_ID			T_ID,
REF_ID			REF_ID,
METRIC			METRIC,		
METRIC_VALUE		METRIC_VALUE	
) ;

create table ACCESS_RIGHT (
BADGE 			BADGE,
LAST_NAME		LAST_NAME,
FIRST_NAME		FIRST_NAME,
USERNAME		USERNAME,
COUNTRY			COUNTRY,
T_ID			T_ID,		!one person will update one technology
ACCESS			ACCESS
) ;


T.RTitleUserPersonal
Name
DateLines
171.1Some interesting newsHERON::GROSGURINJean-Michel GROSGURIN E/ACT ValbonneFri Feb 09 1990 14:0927
Pascal Coutier and I have sit down together this morning, and transfered all the
AI references that previously were in Pascal's database into the Projects 
Tracking System database.

So there are now 83 AI projects records in the database, Pascal will explain you
in a reply to this note how we handled the AI specific details.

An updated version of the user's guide is put in the next reply as well. Don't
use the one Daniel placed in 171.0 any more.

The following concerns only those who use the PROJECTS TRACKING SYSTEM in
"client/server" mode (local RALLY, remote database).

There have been modifications made in the kit, so please copy the new kit and 
use it : it now contains 3 files that supersedes the 2 previous ones.

Each time there will be a new kit, it will of course be available over the net
in the PROJECTS_CC directory, and I will put an entry here to advertise the new
version.

Now it seems that AI is leading this database, in terms of number of records !!

Hope it will help,

Regards

Jean-Michel
171.2New version of the User's guideHERON::GROSGURINJean-Michel GROSGURIN E/ACT ValbonneFri Feb 09 1990 14:14845
                                                                              

	                COMPETENCY CIRCLES PROJECTS TRACKING SYSTEM

				E/ACT - VALBONNE
                                                                                



		










	
				Introduction



			1. Database description

			2. Implementation issues

			3. How to access the prototype

			4. How to use the prototype


				                

			A. Appendix A : screens hardcopies 
		
			B. Appendix B : database design			












                                                                               
							Jean-Michel GROSGURIN
                                                        E/ACT - Valbonne

				INTRODUCTION

The idea of having a projects database comes from the need to know where new 
technologies are beeing implemented at customers' sites, and eventually what are 
the customers that can be used as reference accounts for a given technology.
If enough data can be gathered, it can be used as well for analyze purposes.

This document describes the information that could be tracked, and the way it 
can be organized in a way that suits the query needs while preserving the 
database flexibility.


	What technology should be used to store and retrieve the data ?

There are several ways to keep track of projects information :

a- Non structured
b- Poorly structured
c- Highly structured

a- Text information for each account : very easy to implement, good for 
   description, difficult to centralize, difficult to update, difficult to 
   access and retrieve

b- Videotex infobases : good for description, easy access and retrieval. Very       
   efficient in a network environment. Less structured data make it more         
   difficult to use complex criteria when searching information in the infobase
   ... unless you associate the infobase with a database

 - Notesfiles : good for description, easy access and retrieval. Very       
   efficient in a network environment. Update possible only by adding new 
   information (historical approach) ==> retrieval and search more and more 
   difficult as time is going

 - Text database : Good at all, but handling the quantitative metrics.

c- Relational database : Good at all, but handling large amounts of text data.
   Not suitable to produce high quality documents. Very easy to handle complex
   multi-criteria queries to find a reference. Very efficient in a network 
   environment provided that adequate front-end tools are used.


As the starting point was to keep track of Database and Transaction Processing 
projects, the quantitative and multi-criteria aspects were very important. So 
the relational database approach has been selected.

The database has been designed in a way allowing to track projects of different 
technologies, though. The immediate pay-back for having a single database is 
that horizontal types of queries (on products, industries ...) will be 
supported and return answers spanning across several technologies.

Although not beeing able to take into account the specific items of a particular 
technology as accurately as a technology specific design, it should be flexible 
enough to cope with most of them.

			1. DATABASE DESCRIPTION

A project record is a set of information about one project. It's primarily 
focused on one technology (for example : Transaction Processing), but the 
database can keep track of projects for different technologies. 

The information tracked is split into several parts :

a) KEY OF THE RECORD  

Technology (T_ID), plus an internal number (REF_ID)


b) GENERAL INFORMATION

Account & project name, Office, Amount of business (HW, SW, Sces), country, 
industry sector, development phase (*), mood of the customer, former vendor, 
application description, account visitable or not, date of the last update and
extensive comments.

The information highlighted in sections a) and b) is to be controled in 
reference tables, because it will be used to query the database (tables 
TECHNOLOGY, COUNTRY, INDUSTRY, DEVT_PHASE, MOOD, VENDOR).


c) TECHNOLOGY SPECIFIC INFORMATION

This info is split into 3 parts, all allowing repeating groups  :

- PRODUCT INFORMATION : for each technology, a set of products is defined in 
reference table named PRODUCT. Amongst those, the products used in the project 
tracked are listed and kept in a separate sub-table.

- KEYWORD INFORMATION : for each technology, a set of keywords is defined in a 
reference table named KEYWORD. Amongst those, the keywords relevant for the 
project tracked are listed and kept in a separate sub-table. Keywords associate 
more high level concepts to the project tracked. They complement the product 
information and give an alternate means to query the database (examples of 
keywords : CLUSTER, 24/24, ...).

- QUANTITATIVE METRICS : for each technology, a set of metrics can be defined in 
a reference table named METRIC. They consist in a metric short name and 
description. If available, the metrics can be tracked for the project in order 
to have an idea of the volumes involved (examples for Transaction Processing : 
VUPS of the configuration, TPS, Database Size ...) and kept in a separate sub 
table.




                                                                               
(*) The development phase may be described using technology specific terms.    
    In that case, this item will turn into a technology specific one.

d) COMPETITIVE INFORMATION

For each project, the names of the competitors are tracked (and selected from a 
reference table named VENDOR) and kept in a separate sub table.


e) DIGITAL CONTACTS INFORMATION

For each project, a list of the DIGITAL contacts is defined, with mention of 
their EMAIL address, DTN number and function, and kept in a separate sub table.

Until any other rule is adopted, the information contained in the database is 
for internal use. Only the contacts can tell whether a project can be quoted or 
not.


Note : 

This design gives a good flexibility, as operations like adding a new product, 
a new keyword or a new metric only imply adding a new record in a table, and not 
changing the database definition neither the front-end application.

Advanced ways of querying the database will make this design totally transparent 
to the user. Questions such as : "Find me a project on TP, with more than 15 
VUPS, more than 200 active users, a database size greater than 600 Mb, using 
ACMS and Rdb in a CLUSTER environment and won over IBM or TANDEM" can be handled 
very easily.



                        2. IMPLEMENTATION ISSUES


a) ACCESS CONTROL

Access to the projects database has to be controlled in order to protect data.

Noone can have access to the application front-ending the database unless he is 
explicitely authorized to do so and registered in a security table. 

Having read access to the database allows to query the whole database, for all 
projects and all technologies.

Having write access to the database allows to update/create information about 
projects of :

- his own country
- the (one) technology he's responsible for at the country level.

The competency circles coordinators will be able to update data of all the 
countries for a particular technology.

If it happens that a single person is responsible for several technologies at 
the country level, the database can be easily modified to handle this situation.

b) APPLICATION LAYOUT

The front end-part of the application has mainly 2 parts :

- an update screen, allowing users that are granted write access to 
create/update reference projects information. All the information that have to 
be validated against reference tables (COUNTRY, INDUSTRY ...) can be selected 
from pop-up windows.

- a query interface : 

* a first screen allows to formulate requests to the database, filling in blancs 
and picking up values from reference lists.
* when the answer to the request has been given, all the projects are displayed
in scrolling mode, with a subset of the available information. To browse all the 
information, another screen can zoom on a particular project.

Some administration screens have obviously to be added to maintain the reference 
tables of the database and the security access list.


In addition, a mailing facility, that can be used within the application, is 
provided in order to send by E-Mail to any addressee the logical content of a 
screen ("logical" meaning that if the screen contains several pages of 
information, they will all be part of the mail message).



c) DISTRIBUTED IMPLEMENTATION

The application has to be distributed in such a way that users can access the 
(centralized) database through the network from remote locations.



d)  PROTOTYPE

A prototype implementing the above mentioned ideas has been developped. His use 
on a small scale should reveal whether or not such a system can be useful.
Information on how to access the prototype system and how to use it are given 
here after. Hardcopies of screens and detailed information on the database 
design are provided in Appendix A and B at the end of this document.

Section 3 & 4 focus on how to access and use the prototype.

                        3 - HOW TO ACCESS THE PROTOTYPE

The prototype of the "Project Tracking System" is a RALLY application accessing 
an Rdb database.

There are 2 ways of running this prototype :

a) SET HOST

A captive account has been created on HERON (HERON is the alias name of a 
cluster of 2 VAX8550 in Valbonne)

The USERNAME is PROJECTS_CC, no password.
You will be asked to enter your badge number to identify yourself.

The first time you will use the application, you will be also asked for some 
personal information (first name, last name) and for 2 important items :
- your country
- your technology

                                                                               
 When you are finished with this screen, a registration request will be sent  
 automatically and you will be (later) granted read access to the database. 
 Should you have to update data belonging to your country and technology, then  
 request it in the comments part on the registration form and you will be  
 granted write access. You can also send a mail to HERON::PROJECTS_CC
                                                                               

Performance might not be ideal, depending on the speed of the links between your 
location and Valbonne.


b) Local RALLY and Remote Rdb

Prerequisite : Have at least RALLY V2.1-A and RDB 3.0-B run time installed on 
your system. Make sure that HERON is known from your local node. 

Then copy from : HERON"PROJECTS_CC"::REF.SAV a save set containing :

REF_RUN.RGA 	the RALLY application file (no symbol table ==> not editable)
REF_MACRO.RGM	a utility file containing application defined functions
REF.COM		a procedure assigning logical names and running the application

If you put those two files in your SYS$LOGIN, you an run the application as it 
is by doing @REF.

If you do not put them in SYS$LOGIN, you have to change the LOCATION logical 
name in the REF.COM command procedure, in order to have it point to the .RGA 
file location. You can also define your preferred printer.

The behavior of the application will be exactly the same, but performance will 
be better than if you use set host.

                        4 - HOW TO USE THE PROTOTYPE



Two functionalities are provided : a query interface to retrieve data from the 
database, an update interface to create/update data in the database, on-line 
help and a mailing facility to extract information from the database through 
E-MAIL.

a) QUERY 

Anybody that has access to the application can register and grant himself read 
access to the database. After the prompt for the badge number, the query form is 
displayed and allows to do multi-criteria queries to the database.

To move from a field to another in the query form, use Tab. or Return (next 
field), and F12 (previous field).


In each field of the form, you can either :

- specify a value directly in the field (*) :

It means that you are interested only in records for which the field value is 
EQUAL to the specified value.


- specify an "extended query" on the field by pressing Find key :

It means that you want to specify a query expression other than EQUAL.
When you have pressed the Find key in a field, a command line appears in the 
left down corner of the form : Enter query expression 

You can then use one of the following operators to specify the extended query :
- for NUMBER and DATE fields 	: > , >= , < , <= , =
- for CHAR fields		: all above, plus STARTS, CONTAINS, MATCHES

You can combine these operators using the conjunctions AND and OR, and the 
negation NOT. On line Help is available when in the command line (press Help).
To go back to the field once the query expression is entered, press Return.





                                                                               
(*) List of valid values are provided for a field each time the icon 
    GOLD L AVAILABLE is displayed in the right down corner of the form.

    - To display the pop-up window in the middle of the screen, use GOLD L
    - If you want to restrict the list of values to the values starting   
      with a character string, type in the string in the field and then   
      press GOLD L (this function is similar to the ALLIN1 GOLD L facility)
    - To move within the list of values, use down arrow and up arrow to   
      scroll records, Next and Prev keys to scroll pages.
    - To select a value from the list of values, press Select or Enter.

Examples of valid extended query expressions :

NUMBER	:	> 100
		>= 5 and <= 10 
		< 15 or  >= 24
		(> 5 and < 10) or > 20
		= 2 or >= 5

DATE	:	> 1-OCT-1989
		> 20-OCT-1989 and <= 31-DEC-1989
		
CHAR	:	> C			(case sensitive, upper case first)
		STARTS A		(case sensitive)
		STARTS B or = BULL
		NOT STARTS B 
		CONTAINS iBm		(case insensitive)
		MATCHES *BM*		(case sensitive)




It's possible to specify query expressions (exact match or extended query) for 
every field in the form. Note that all the query expressions are ANDed together.
There is *NO WAY* to do a logical OR across several fields (eg. COUNTRY = FRANCE
or INDUSTRY = MANUFACTURING).



In particular, when two products are specified, it means that you expect to get 
back projects where both products are used together. Note that in this case, you 
might also do a logical OR query on the field PRODUCT because only one field is 
involved in the logical OR (PRODUCT = RDB or PRODUCT = ACMS can be specified as 
an extended query on the field PRODUCT).




Finally, when all the query expressions have been specified, you execute the 
query by pressing Enter.



When the records are pulled back from the database, you can :

- scroll through the collection of records using arrow keys (up and down),

- select one of the records to have more information about it using Select key.
  In this case, another form is displayed giving detailed information on the   
project selected, inclusing an extensive comment.

- reset the screen in order to make another query, using Find key.
  In this case, the screen is cleared, and you can again specify query   
expressions.



In case no matching records are found in the database, a message is issued :

+------------------------------------------------------------------------------+
|       There is no matching record in the database. Press Return	       | 
+------------------------------------------------------------------------------+

It means that your query was too restrictive : you have to drop some conditions 
on the fields and execute the query again, until you have some records matching 
all the conditions that you have required.


To drop a condition on a field, you have to do the following :

- in case of an exact match, clear the value specified in the field using key    
  F3, (same key as ALLIN1 for delete word)

- in case of an extended query, press Find key when in the field to go back to 
  the command line, and then clear the expression specified there using key F3 
  several times (until the line is blanked), or key F9 to clear the whole line 
  altogether.



To leave the query form and exit the application, press F8.

b) UPDATE

To be allowed to update the database requires to be granted write access.

When it's the case, you will be allowed to create/update records for your 
country and the technology that you specified in the registration form.

A competency circle coordinator can update multiple countries, though.

After the prompt for your badge number, a menu with 3 choices appears :

1. Update the database
2. Query  the database 	(function offered to read-only users - described above).
3. Exit

If you select the update option, then you are left browsing the collection of 
records belonging to your country and your technology. The form layout looks 
almost exactly like the detailed query form.
 

To scroll through the collection of records, use arrow keys (up and down).

If there are too many records and scrolling one record at a time becomes 
tedious, you can query the database specifying query expressions in the same way 
as you could do in the query form. List of values are available when the icon 
GOLD L AVAILABLE is there, and work in the same way (*).

You can then update any visitable field and change its value.

When you leave a record either to scroll to another record, or to query the 
database, all the changes made in the record that you are leaving are made 
permanent in the database (they are 'committed').


                                                                               
(*) There is an enhancement for the list of values in the update form.
    
    If you type in the first letters of a value in a field, and the string 
    uniquely identifies a value in the list, then if you press Return or 
    GOLD L, the value will automatically be picked up from the list.

    If more than one value starts with the first letters specified, then 
    they are displayed in the list. You can pick up a value using Enter of 
    Select key, or quit the pop-up window using F8. 

    If no value matches, then you are left creating a new entry in the 
    reference table. Fill in the value there and press Enter to confirm.
    This way you will have simultaneously created a new entry in the list, 
    and associated this value to the current record you are editing.

    Finally, in case you made a simple GOLD L to browse the list, and then 
    realized that the value you would like is not there, you can still 
    create a new entry in the list using Insert key. To confirm and pick 
    the value press Enter or Select.

To create a new record, press Insert key. A reference number will automatically 
be allocated to the record, and you will be left filling in the other fields.

Similarly, use Insert key to create new entries in the repeating groups :

- TECHNOLOGY SPECIFIC METRICS, PRODUCTS, KEYWORDS, COMPETITORS, DIGITAL CONTACTS

To remove an entry from a repeating group, use Remove key.

When the cursor is in the top most part of the screen (above repeating groups),
using Remove key will remove the whole record from the database. A Y/N menu will 
prompt you to confirm the removal in order to prevent any mis-usage of the 
Remove key.

To exit from the update form making permanent in the database all the changes 
made to the last project edited, press F10 or Enter.

To quit the form, discarding the changes made to the last project, press F8.

If you want to save the changes at any time, without exiting the form, press Do 
key and type in the command line : commit.

If you want at any time abort the changes made to the top most part of the 
current record, press Do key and type in the command line : rollback.


Last, if you want to edit comments about the current record (to give details 
about the configuration, or any information that you could not enter in the 
other fields), type Y in the last field of the form : a sub-form appears, 
allowing you to type in 10 lines of text.

In this subform, use arrow keys to go up and down one line (Tab. / Return and 
F12 work as well). To return to the main update form, type GOLD F12 from any 
place in the subform. If you are in the last line, Return key will get you to 
the next record in the database. If you are in the first line, key F12 or up 
arrow will get you in the Y/N comment field.


c) E-MAIL FACILITY :

In any form (query or update), an E-MAIL facility is provided. If you press F17, 
a form appears to let you fill in an E-MAIL address and a comment. By default, 
the address is yours, but it can be overriden. The mail sent will contain the 
"logical" content of the screen (if the screen contains more than one page of 
information, they will be all in the mail). To send the mail and return to the 
original form, press Enter. To abort, press F8.

d) HELP FACILITY : 

On-line help is provided in the application (press Help key). It's a form 
specific key reminder :
                                                                             
PROJECT TRACKING SYSTEM         KEYS REMINDER                      UPDATE FORM

Move to next field      :       Tab. or Return
Back to previous field  :       F12
Move to last field      :       PF1 Return
Move to first field     :       PF1 F12

Exit the form (commit)  :       Enter
Quit the form (rollback):       F8

Insert a new record     :       Insert here   (previous updates are committed)
Delete a record         :       Remove        (confirm menu appears)
Scroll to next record   :       Down arrow
Scroll to prev record   :       Up arrow
Scroll to next page     :       Next
Scroll to prev page     :       Prev                                            

Send the report via E-MAIL : 	F17             
                                                                               
PROJECT TRACKING SYSTEM         KEYS REMINDER                      QUERY FORM 

Specify a criteria      :       Move along the fields using Tab. and F12
Execute a query         :       Enter
Scroll to next record   :       Down arrow
Scroll to prev record   :       Up   arrow
Scroll to next page     :       Next
Scroll to prev page     :       Prev
Select one record       :       Select
Do another query        :       Find           (it will reset the screen)
Quit any form           :       F8

Send the report via E-MAIL : 	F17             

How to specify complex query criteria :

- Criteria 'equals to'  :       Fill in the value in the field

- Other criteria  	:       Press Find key when in the field.
  Then, on the command line that appears, use one of the following operators in   
order to specify the extended query expression :

  < , <=, >, >=                   for NUMBER or DATE fields
  starts, contains, matches       for CHAR fields

Example :
After have pressed the Find key while in the field Former Vendor, type in :
Enter query expression : starts IBM 
and you will get all the records in the database whose former vendor was IBM,
no matter what kind of hardware were there (AS400, 3090 ...)                                    

APPENDIX 1			Hardcopies of screens

UPDATE SCREEN :
                        Before any information is filled in :
+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | QUERY |
+--------------------------+-----------++------------------------------+-------+
+-------+-------------------  ACCOUNT INFORMATION  ----------------------------+
|Office |                                |Code TP         FRANCE               |
|Account|                                |Industry      :                      |
|Project|                                |HW/SW/Sces(K$):       /       /      |
|Visit ?|     Mood:                      |Former vendor :                      |
+-------+--- Application Description ----+Devt Phase    :                      |
|                                                                              |
+---------------------------  TECHNOLOGY SPECIFIC  ----------------------------+
|                                                                              |
|                                                                              |
+--------+---------------------------------------------------------------------+
|PRODUCTS|                                                                     |
+--------+---------------------------------------------------------------------+
|KEYWORDS|                                                                     |
+--------+------------++-----------------------------------+----------+--------+
|     COMPETITORS     || DIGITAL CONTACTS   EMAIL address  |Telephone |Function|
+---------------------++-----------------------------------+----------+--------+
|                     ||                                                       |
|                     ||                                                       |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] :

                        Screen after filling in the information :
+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | UPDATE|
+--------------------------+-----------++------------------------------+-------+
+-------+-------------------  ACCOUNT INFORMATION  ----------------------------+
|Office | PARIS                          |Code TP1        FRANCE               |
|Account| FICTIVE                        |Industry      : MANUFACTURING        |
|Project| Reseau d'Agences               |HW/SW/Sces(K$): 10    / 10    / 10   |
|Visit ?| Y   Mood: NEUTRAL              |Former vendor : BULL DPS8            |
+-------+--- Application Description ----+Devt Phase    : TESTING              |
|Order entry sample application                                                |
+---------------------------  TECHNOLOGY SPECIFIC  ----------------------------+
| DBSIZE  600    NBTERM  150    TPS     5.5                                    |
| NBDISK  5      NBUSER  80     VUPS    15                                     |
+--------+---------------------------------------------------------------------+
|PRODUCTS|ACMS       RALLY      RDB                                            |
+--------+---------------------------------------------------------------------+
|KEYWORDS|365 DAYS        CLUSTER         DATABASE        DECTP                |
+--------+------------++-----------------------------------+----------+--------+
|     COMPETITORS     || DIGITAL CONTACTS   EMAIL address  |Telephone |Function|
+---------------------++-----------------------------------+----------+--------+
|BULL DPS8            ||Pierre DUPONT @PAO                  858-YYYY   SALES   |
|IBM 3090             ||Jean DURAND @PAO                    858-XXXX   SWAS    |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] : N

QUERY INTERFACE 


		Screen as it appears when the user calls it :

+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | QUERY |
+--------------------------+-----------++------------------------------+-------+
                            Number of accounts selected :
+------------------------------------------------------------------------------+
|Techn. :           Updated:               Country      :                      |
|Account:                                  Industry     :                      |
|Project:                                  Former Vendor:                      |
|Bus(K$):       Mood:                      Devt Phase   :                      |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|            |                |                  |                     |Visit ?|
|            |                |                  |                     |  (Y/N)|
+------------+----------------+------------------+---------------------+-------+


		After the user has filled in some search criteria :

+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | QUERY |
+--------------------------+-----------++------------------------------+-------+
                            Number of accounts selected : 0
+------------------------------------------------------------------------------+
|Techn. : TP        Updated:               Country      : FRANCE               |
|Account:                                  Industry     :                      |
|Project:                                  Former Vendor:                      |
|Bus(K$):       Mood:                      Devt Phase   :                      |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |CLUSTER         |  TPS     *       |                     |Visit ?|
|RDB         |                |                  |                     |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

* Enter Query Expression : > 10

		After the user has received the answer from the database :

	Note that the answer does not correspond to the query criteria, because
	the sample database does not contain enough records.


+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | BROWSE|
+--------------------------+-----------++------------------------------+-------+
                            Number of accounts selected : 4
+------------------------------------------------------------------------------+
|Techn. : TP1       Updated: 27-Nov-1989   Country      : FRANCE               |
|Account: FICTIVE			   Industry     : MANUFACTURING        |
|Project: Reseau d'Agences                 Former Vendor: BULL DPS8            |
|Bus(K$): 30    Mood:NEUTRAL               Devt Phase   : TESTING              |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |365 DAYS        |  DBSIZE  600     |BULL DPS8            |Visit ?|
|ACMS        |365 DAYS        |  DBSIZE  600     |BULL DPS8            |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

+------------------------------------------------------------------------------+
|Techn. : TP2       Updated: 24-Nov-1989   Country      : FRANCE               |
|Account:                                  Industry     : MANUFACTURING        |
|Project:                                  Former Vendor: ICL                  |
|Bus(K$): 71    Mood:HAPPY                 Devt Phase   : TESTING              |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |DECTP           |                  |IBM AS 400           |Visit ?|
|ACMS        |DECTP           |                  |IBM AS 400           |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

+------------------------------------------------------------------------------+
|Techn. : TP4       Updated: 24-Nov-1989   Country      : FRANCE               |
|Account:                                  Industry     :                      |
|Project:                                  Former Vendor:                      |
|Bus(K$):       Mood:                      Devt Phase   :                      |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |DECTP           |  DBSIZE  100     |BULL DPS8            |Visit ?|
|ACMS        |DECTP           |  DBSIZE  100     |BULL DPS8            |  (Y/N)|
+------------+----------------+------------------+---------------------+-------+

+------------------------------------------------------------------------------+
|Techn. : TP5       Updated: 27-Nov-1989   Country      : FRANCE               |
|Account: account                          Industry     : AEROSPACE            |
|Project: project                          Former Vendor: IBM AS 400           |
|Bus(K$): 60    Mood:VERY POSITIVE         Devt Phase   : JUST SOLD            |
+- Products -+--- Keywords ---+- Metrics Values -+-- Competitors ------+-------+
|ACMS        |AUTOMATS        |  DBSIZE  1000    |TANDEM               |Visit ?|
|ACMS        |AUTOMATS        |  DBSIZE  1000    |TANDEM               |Y (Y/N)|
+------------+----------------+------------------+---------------------+-------+

                        After the user has selected the first project 
			to have more information
+--------------------------+-----------++------------------------------+-------+
| PROJECTS TRACKING SYSTEM |27-Nov-1989||Jean-Michel GROSGURIN         | BROWSE|
+--------------------------+-----------++------------------------------+-------+
+-------+------------------  PROJECT INFORMATION  -----------------------------+
|Office |PARIS                          |MANUFACTURING         FRANCE          |
|Account|FICTIVE                        |Former vendor :  BULL DPS8            |
|Project|R�seau d'Agences               |Business : K$ 30   (10   /10   /10   )|
|Visit  |Y   Mood: NEUTRAL              |Dvt Phase     :  TESTING              |
+-------+-------------------------------+--------------------------------------+
|Order entry sample application                                                |
+---------------------------  TECHNOLOGY SPECIFIC  ----------------------------+
| DBSIZE  600    NBTERM  150    TPS     5.5                                    |
| NBDISK  5      NBUSER  80     VUPS    15                                     |
+--------+---------------------------------------------------------------------+
|PRODUCTS|   ACMS       RALLY       RDB                                        |
+--------+---------------------------------------------------------------------+
|KEYWORDS|    365 DAYS        CLUSTER         DECTP                            |
+--------+------------++-----------------------------------+----------+--------+
|     COMPETITORS     || DIGITAL CONTACTS  EMAIL address   |Telephone |Function|
+---------------------++-----------------------------------+----------+--------+
|BULL DPS8            ||Pierre DUPONT @PAO                  858-YYYY   SALES   |
|IBM 3090             ||Jean DURAND @PAO                    858-XXXX   SWAS    |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] : N



			Using the mailing facility
+--------------------------+-----------++------------------------------+-------+
| PROJECT TRACKING SYSTEM  |01-Feb-1990||Jean-Michel GROSGURIN         | BROWSE|
+--------------------------+-----------++------------------------------+-------+
+-------+------------------  PROJECT INFORMATION  -----------------------------+
|Office |PARIS                          |MANUFACTURING         FRANCE          |
|Account|FICTIVE                        |Former vendor : BULL DPS8             |
|Project|R�seau d'agences               |Business : K$ 30   ( 10  / 10  / 10  )|
|Visit  |Y   Mood: 3 NEUTRAL            |Dvt Phase     :  TESTING              |

 +----------------------------------------------------------------------------+
 |                            MAILING FORM                                    |
 +----------------------------------------------------------------------------+
 |            Enter E-MAIL address (default is yours) and subject :           |
 |                                                                            |
 | LOCATION   : VBO                                                           |
 | FULL NAME  : Jean-Michel GROSGURIN                                         |
 | SUBJECT    : Projects Tracking System : Report issued on 01-Feb-1990       |
 |                                                                            |
 |To quit press F8                                Press Enter when completed  |
 +----------------------------------------------------------------------------+

|                     ||                                                       |
+---------------------++-------------------------------------------------------+
Do you want to add a comment [Y/N] : N           Transaction Processing        

APPENDIX 2		BACHMAN DIAGRAM OF THE PROJECTS TRACKING DATABASE          

                

  	+----------+	+--------+	+---------+	+----+		+------+
  +-->	|DEVT_PHASE|	|INDUSTRY|	| COUNTRY |	|MOOD|		|VENDOR|
  |	+----------+	+--------+	+---------+	+----+		+------+
  |	    | 		    | 		     |		  |		  |  |
  |	    |  		    +--------------+ | +----------+		  |  |
  |	    +----------------------------+ | | | +-------- (former) ------+  |
  |					 | | | | |			     |
  |					 v v v v v			     |
  |					+---------+			     |
  | +---------------------------------->|REFERENCE| (master project record)  |	
  | | 					+---------+	      		     |	
 +---+					 | | | | |	     		     |	
 | T |	    +----------------------------+ | | | +-----------------+         |
 | E |      |		+------------------+ | +--------+    	   |         |	
 | C |      |		|		     | 	        |          |         |
 | H |	    v		v		     v		v          v         v
 | N |	+-----------+ +-----------+ +-----------+ +----------+ +--------------+
 | O |	|REF_CONTACT| |REF_PRODUCT| |REF_KEYWORD| |REF_METRIC| |REF_COMPETITOR| 
 | L |	+-----------+ +-----------+ +-----------+ +----------+ +--------------+
 | O |	    		^ 		     ^ 	 	^ 
 | G |	    		|		     |		|
 | Y |		      +-----------+ 	     |	  	|
 +---+--------------->|	 PRODUCT  |    	     |		|	     
  | |		      +-----------+ 	     |    	| 	
  | |				    +-----------+       |
  | +---------------------------->  |  KEYWORD  |       |
  |				    +-----------+ 	|
  | 						  +----------+
  +-------------------------------------------->  |  METRIC  |
   						  +----------+

171.3AI conversion effortBONNET::COUTIERMon Feb 12 1990 10:3213
    May I strongly suggest that, from now on, people use the database
    described in the previous reply as their "reference database". Its user
    interface is much friendlier than the one developed by Eric Lenci last
    summer, and it can be more interactive.
    
    Since this is a cross-technology database, Jean-Michel and I sat down
    to figure out how to map the fields of the old database with the fields
    found in his. Most AI-specific fields which did not exist in his
    database could be easily handle with the "KEYWORD" field. The only AI
    field of significance which had to be addressed during this "conversion
    effort" was the "APPLICATION" field. Application types (diagnostic,
    design, configuration,...) are now keywords and can be search using the
    "KEYWORD" field.                                           
171.4Automatic copy of a new kitHERON::GROSGURINJean-Michel E/ACT ValbonneWed Mar 07 1990 09:0921
For those of you who do not set host to PROJECTS_CC on HERON to use the Projects
Tracking Database, but have copied the saveset REF.SAV allowing to run the RALLY
application locally, you will not have to bother anymore about the fact that
the kit you have might be obsolete.

A new mechanism is provided that checks whether or not you are running the right
version of the kit. If you are not, then a pop-up menu asks you to copy the new
kit and to restore it the same way you did it the first time.

It also allows someone that used to use set host,to decide to run the RALLY
application locally without having to ask me for a change in the security file.
The first copy will still have to be manual (refer to the documentation), but
then the updates will be automated.

Although the mechanism allows you to continue using your old version for READ
ONLY access, you are strongly advised to take a new copy of the kit every time
it's necessary.

Hope this helps

Jean-Michel
171.5Project Tracking System Broken?KETJE::VANDEVYVERI&#039;ve been in the desert on a node with no name...Wed Aug 07 1991 15:078
I tried accessing the Project Tracking System using the captive account @heron,
but got :

	User authorization failure

did something change or is the information in it obsolete??

Luc