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Basics of RORRULE September 17, 2015 Rusty Wissert

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Page 1: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

Basics of RORRULE

September 17, 2015

Rusty Wissert

Page 2: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

• Please turn off your cell phones

• If you must leave mid-session please do so as discreetly as possible

• Please avoid side conversations during the presentation

Thank you for your cooperation!

Session Rules of Etiquette

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Page 3: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

• Rusty Wissert

• Ellucian Principal Consultant

• 23 years with Ellucian

[email protected]

Introduction

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Page 4: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

• What is RORRULE

• Creating RORRULE rules

• Tips for Using RORRULE

• How is it used

Topics of Discussion

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Page 5: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

What is RORRULE

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Page 6: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

What is RORRULE

• RORRULEs can be written for a variety of purposes but all are written in

the same way.

Page 7: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

What is RORRULE

• RORRULEs can be written for a variety of purposes but all are written in

the same way.

Page 8: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

What is RORRULE

• SQL = Structured Query Language.

• Pronounced S-Q-L or sequel.

• The industry standard language for

relational databases.

• Provides a way to ask the database

questions.

Page 9: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

What is RORRULE

• Some uses in Banner Financial Aid:

Population selections.

Variables.

Tracking, Budgeting, Packaging, and Fund

Awarding rules.

Web Text rules.

Page 10: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

• Simple mode vs. Expert mode

Start in Simple mode

Edit/Add code in Expert mode

Primary Key Joins are done

Do NOT copy and paste from Word

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Page 11: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

Page 12: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

• Access Expert mode by:

Performing Next Block from Simple mode.

Selecting Options > Compiled/Expert SQL Code.

Page 13: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

Page 14: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

Base SQL Example:

Page 15: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

View Students/Execute Group:

Page 16: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Creating RORRULE rules

Group Inquiry:

Page 17: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Tips for Using RORRULE

• If your rule is not producing the desired results, examine it in Expert mode.

• Check whether there is a join you are not expecting such as, to :TERM, when you don’t mean for the rule to be term-specific.

This can be identified and removed when using Expert mode.

• Use comments in this format : /*comment*/

Page 18: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Tips for Using RORRULE

• Before using Expert mode, create as much of the rule as possible in Simple mode and compile it.

• In Expert mode, make sure that you have at least one space following :AIDY, :PIDM and :TERM.

• The Execute button gives you an idea of syntax errors, but it doesn't execute exactly the way the COBOL program will

execute.

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Page 19: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Tips for Using RORRULE

• When constructing selection statements surround selection statements connected with an OR with an open and closed parenthesis.

Recommended even if it appears unnecessary.

Without parentheses, Banner may be forced to make assumptions on how to process the data.

Enter the data in a way that Banner will know for sure how you want it processed.

• Do not use a view as the first rule on the Simple rule form.

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Page 20: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Tips for Using RORRULE

• UNION, INTERSECT, and MINUS cannot be

used in RORRULEs

• The :PIDM variable must be included and

must be the last rule.

• The :TERM and :PERIOD variables cannot

be used in Fund Awarding (Type A) and

Packaging Group Fund Awarding (Type F)

rules.

– .

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Page 21: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Tips for Using RORRULE

• See more RORRULE FAQs (articles) in

the Ellucian Hub Documentation Center.

• Be sure you are typing the name of the

table, not the form, when you enter your

SQL (for example, RPRAWRD, not

RPAAWRD).

• Know your data!

Page 22: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

How is it used

• Automatically used based on the rule

type

Page 23: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Questions an Answers

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Page 24: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

Contact us

Rusty Wissert

Principal Consultant

TEL: 585-307-5308

EMAIL: [email protected]

Page 25: Basics of RORRULE - University System of Georgia© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. •Rusty Wissert •Ellucian Principal Consultant •23 years with Ellucian •rwissert@ellucian.com

Thank You