Web Services Integration Case Study - Housing

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1 SUNGARD SUMMIT 2007 sungardsummit.com 1 Web Services Integration Case Study - Housing Presented by: Tom Chamberlin, Suresh Chellapilla, Richard Moon SunGard Higher Education March 21, 2007 A Community of Learning

2 Introduction Web Services are a critical component of the SunGard Higher Education integration strategy During this session we will provide an overview of the Banner Web Services and then use a housing application example to explore the business benefits 2

3 Agenda Web Services / Web Services for Banner Technical Overview Housing Application Integration Wrap-up Banner Web Services - Release Status Summary Q and A 3

4 SunGard Summit 2007 In what ways would you like to measurably improve your institution s performance? 4

5 What does it take to improve performance? 5

6 SUNGARD SUMMIT 2007 sungardsummit.com 6 Web Services / Banner Web Services A Community of Learning

7 What Are Web Services? Simple, self contained application components that perform some service for a requestor. Available over the internet and uses a standardized XML messaging system to encode all communication. Autonomous components that send and receive SOAP messages over an internet communication standard like HTTP/S and have a published interface specified using WSDL. Summary/Take-Away Self-describing Self-contained HTTP/S, SOAP, XML, WSDL 7

8 Why are Web Services Important? Central to modern integration architecture. Support application integration internally and across the firewall. Enable interoperability between technology stacks. Applications can be more loosely coupled, providing greater agility in business processes and technical platforms. Extend large, monolithic software applications allowing new business functions or capabilities to be added as needed. Summary/Take-Away Standards-based Enable interoperability Makes systems more adaptable 8

9 Banner Web Services Extension of the Banner API architecture Exposes Banner functions and data as network-accessible components Business functions that are closely aligned to a domain Create charge Get identity Banner Web Service Adapter Business Process API Business Entity API Event API Business Entity API DML API DML API DML API Moves Banner toward Service- Oriented Architecture (SOA) Database tables and views 9

10 Banner Web Services AddEntityAddress Provides the ability for an external system to request the creation of an address in Banner, based on room assignments made or changed in the external system. AddStudentAccountTransaction, AddStudentAcctTransSource and AddStudentAcctTransSystem Provide the ability for an external system to request the creation of charges or payments for a student in the Banner Accounts Receivable module. AddStudentDeposit Provides the ability for an external system to request the creation of a deposit record for a student in the Banner Accounts Receivable module. ExpireEntityAddress Provides the ability for an external system to request the adjustment of an address end date based on room assignments cancelled or changed in the external system. GetAcademicPeriods Provides the ability for an external system to get information about terms in the Banner database. GetHousingApplicantEligibility Provides the ability for an external system to get information from the Banner database that can be used to determine if the applicant is eligible to apply for housing, or to be assigned a room. 10

11 Banner Web Services GetHousingApplicantEligibility Provides the ability for an external system to get information from the Banner database that can be used to determine if the applicant is eligible to apply for housing, or to be assigned a room. GetHousingApplicantProfile Provides the ability for an external system to get detailed information from the Banner database that can be used to create or update a record, or to provide information used in the room assignment process. GetPersonIdentity Allows an external system to search for a person in the Banner database. ReleaseStudentDeposit Provides the ability for an external system to request the release of deposit funds for a student in the Banner Accounts Receivable module. GetEligibleCardholder Provides the ability for an external system to get detailed information about one potential cardholder from the Banner database that can be used to create or update a record. GetEligibleCardholders Provides the ability for an external system to get detailed information about a group of potential cardholders from the Banner database that can be used to create or update records. 11

12 SUNGARD SUMMIT 2007 sungardsummit.com 12 Technical Overview A Community of Learning

13 Banner Web Services Architecture OAS 10g Oracle DB External Housing System URL Banner WS Adapter DB Adapter Banner Database Process API XSL Business Entity APIs Translation Service Tables, Constraints, Triggers, Views 13

14 Review Web Services Components XML Registry Web Services Description Language (WSDL) XML Schema (XSD) XSL Transformations Translation Service 14

15 XML Registry - WSDL Request XML Partner System Response XML WSDL Banner WS Adapter XML Registry WSDL (enterprise) 15

16 XML Registry - WSDL 16

17 XML Registry - XML Schema Partner System Request XML (enterprise) Response XML (enterprise) Banner WS Adapter Request XML (banner) Response XML (banner) Banner XML Registry XSD (enterprise) XSD (banner) 17

18 XML Registry - XML Schema Enterprise XML Schema (XSD) Format partner makes request with Banner XML Schema (XSD) Format Banner WS Adapter sends to Banner Possible vocabulary differences Namespaces Structure Data Standards 18

19 Transformation and Translation Response XML (enterprise) Request XML (enterprise) Transformation Translation Banner WS Adapter Translation Transformation Request XML (banner) Response XML (banner) Process API Banner 19

20 Transformations and Translations XSL 1.0 used to transform XML at runtime Inbound - get_housing_applicant_profile_e2b.xsl Outbound - get_housing_applicant_profile_b2e.xsl Certain field values require translation between enterprise values and Banner values Example, Gender Enterprise value = Female, Banner value = F Two types Static - Banner values same for every school Dynamic - Banner values could be school specific 20

21 SUNGARD SUMMIT 2007 sungardsummit.com 21 Housing Application Integration A Community of Learning

22 Housing System Functionality Systems targeted at providing management of room and building information resident information roommate requests room assignments meal and phone plans maintenance requests May provide self-service and lottery capabilities 22

23 Housing System Integration Requirements Provide known housing applicant data name, demographics, student information Provide eligibility data holds, deposits, fees Provide the ability to get a person s Banner id for subsequent transactions Create charges in Banner Create addresses in Banner Create deposits in Banner Housing System Banner 23

24 Housing Application Process (self-service) New Housing Applicant Request person identity Person Identity Person Identity Service Housing Applicant Eligibility Create Housing Application Request applicant eligibility Request applicant profile Applicant eligibility data Applicant profile Applicant Eligibility Service Applicant Profile Service Add Additional Housing Data Create Deposit Create deposit Confirm creation Deposit Service Assess Fee Create charge Confirm creation Miscellaneous Charge Service Housing System Banner 24

25 Housing Assignment Process Update Applicant Eligibility Update Housing Application Request applicant eligibility Request applicant profile Applicant eligibility Applicant profile Applicant Eligibility Service Applicant Profile Service Execute Housing Assignment Process Create address Create charge on student account Confirm creation Confirm creation Address Service Account Transaction Service Housing System Banner 25

26 Housing Assignment Changes Expire address Confirm expiry Change Housing Assignment Create address Confirm creation Address Service Create charge on student account Confirm creation Account Transaction Service Release Deposit Release deposit Confirm release Deposit Service Housing System Banner 26

27 Support Data Synchronization Synchronize Academic Periods Query academic periods (terms) Academic periods Academic Period Service Housing System Banner 27

28 Integration Before Web Services Note: Following slide content courtesy of Adirondack Solutions 28

29 Integration With Web Services 29

30 Selected Data Integration Using Web Services Exports to Banner Billing transactions Credits and debits Housing, dining, parking, residence life, etc. Room assignments Imports from Banner Student demographic data Student eligibility Paid housing deposit? 30

31 31

32 32

33 33

34 How it Works Housing Director calls a method in the ASI-Banner Gateway application ASI-Banner Gateway is a dll that you will register ASI-Banner Gateway constructs Java objects from the passed-in parameters Parameters are configured in the DIM It then serializes these objects into SOAP calls Next, it sends the SOAP as part of an HTTP Post to Banner 7 Banner 7 responds to the post by sending back a SOAP response. 34

35 How it Works continued ASI-Banner Gateway constructs Java objects from the SOAP response ASI-Banner Gateway sends the response to The Housing Director 35

36 SUNGARD SUMMIT 2007 sungardsummit.com 36 Wrap-Up A Community of Learning

37 Banner Web Services Release Status Test environment was established more than a year ago and partners have been using that environment to develop and test integration adaptors We have not, as yet, delivered Banner Web Services to any clients Product Calendar will be updated in April to reflect general availability date Targeting 2 nd Quarter 2007 Housing Application Collaborative Partners: Adirondack Residential Management Systems (RMS) Star*Rez CBORD 37

38 Summary SunGard Higher Education is continuing to open up Banner by providing access to data and functions via Web Services This first set of Web Services was designed to support integration with Housing and Campus Card systems Expanding our catalog of reusable Banner Web Services will be an important aspect of our move toward a Services-Oriented Architecture 38

39 Thank You! Tom Chamberlin Suresh Chellapilla Richard Moon Please complete the online class evaluation form SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners SunGard. All rights reserved. 39

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