Case management is a common database task. A 'case' typically corresponds to a row in a database: it can be selected then modified or deleted; or a new case can be added.

EASA makes building a database-driven case management application very straightforward.

PIPricing.easap, below, uses a SQL Server database to implement a case management example involving insurance underwriting calculations.

Please download and unzip: http://help.myeasa.com/5_5/resources/PIPricing.zip

We now have:

• PIPricing.bak → a database with a few rows or cases in it
• PIPricing.xml → database configuration details
• PIPricingTool.easap → completed EASAP to examine and run

• Download, install and open SQL Server Express
• Right-click Databases
  • Select Tasks→Restore→Database
  • Set Destination→Database:PIPricing
  • Set the Source→Device radio button
    • Navigate to the unzip'd PIPricing.bak file
• Check the Restore box on the appropriate 'backup set' if more than one
• In the same window:
  • Select Options and check 'Overwrite the existing database (WITH REPLACE)'
• Click OK

The database has been 'restored'.

• 'Map' the database user to the database: on our case its easa.
  • Select Security→Logins→easa
  • Right-click Properties
  • Under User Mapping menu tick 'PIPricing' to add easa user.

Now we import PIPricingTool.easap.

• Login to the EASA Server
  • Select EASA→Set Mode→Author
• Select the tab:
  • EASA→Applications→Import EASAPs
• Click Choose File
  • Browse to PIPricingTool.easap
• Click Import

Now we configure the database and driver on the EASA Server

• Copy PIPricing.xml to:
  • EasaServerData\easa-share\naming\jdbc\

The settings in this file will help configure EASA Server database connection, below.

• Select EASA→Set Mode→Administrator
• Select EASA→Configure→Databases→Configure Drivers
  • Choose File then Upload for the jdbc driver
• Select EASA→Configure→Databases→Configure Databases
• Select New Database
• Set the various fields to the values in PIPricing.xml
• Restart EASA Server if a new driver
• Select EASA→Set Mode→Administrator→Configure→Databases
  • Confirm Test Query works for PIPricing

• Select EASA→Set Mode→Author
• Select EASA→Applications→My EASAPs
• Select PI Pricing Tool
• Select EASA→Authoring→Testing→Test EASAP

The main table will show rows of data, selectable with the mouse or Search Criteria. Once a row is selected other controls modify the record across the various sections identified by tabs. Once a new row has been created or an existing row has been updated Open PDF or Submit Report save the data as a PDF or write it to an Excel template, respectively.