Rollbase in Action

A Complete Guide to Developing and Delivering Custom SaaS Applications with Rollbase

A Complete Guide to Developing and Delivering Custom SaaS Applications with Rollbase

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All chapters in one searchable PDF
Over 550 pages of detailed documentation

Individual Chapters (PDF)

Chapter 1. Introduction
Platform as a Service. The structure and infrastructure of Rollbase. Getting started with a Rollbase subscription. Signing up for a free trial. Sample Applications. An overview of the Rollbase user interface, calendar and recycle bin.

Chapter 2. Basic Concepts
An introduction to core concepts: Applications, Objects, Fields, Relationships, Tabs and Menus, Portals and Calendar.

Chapter 3. Views and Search
Views and View configuration. Sorting, grouping, totaling, filtering and filter expressions. Dynamic filtering. Exporting. Group operations: compare, merge, convert, mass update. Template-based emails. Full-text search and advanced search. Radius search by US ZIP code. Quick Create. Tags. Selecting records in Views. Customizable search components.

Chapter 4. Pages, the Page Editor, and Grid Control
Page Types. Using the Rollbase page editor. Configuring and customizing grid controls.

Chapter 5. Reports, Charts and Guages
Reports (tabular, document-based and JavaScript-based). Auto-emailed reports via batch jobs. Charts. Guages. Building Dashboards.

Chapter 6. Server-side Code: Templates, Formulas and the Rollbase Query API
Introduction to templates and custom code. Single-record templates. Looping through related records in templates. Email templates. Document templates. Server-side Formulas (JavaScript). Group functions (SUM, COUNT, MIN, MAX). Introduction to the Rollbase Query API. Use of EVAL. Understanding Formula fields. Field-level validation.

Chapter 7. Client-side Code: HTML event-handling and the Rollbase AJAX API
Introduction to HTML event-handling code for defining custom user interface behavior. Using the Rollbase AJAX API to extend and enhance the user experience and add custom, dynamic capabilities to Rollbase applications and portals.

Chapter 8. Additional Application Tools
Auditing (object level, field level and custom audit trail entries). Record conversion and conversion templates. Cloning records (including related records). Communication logs. PDF generation. New Record templates.

Chapter 9. Importing and Exporting
Importing records from CSV and XLS files. Updating existing records from CSV and XLS files. Defining import data maps. Creating an object definition from a CSV or XLS file. Creating applications from a Microsoft Access database. Exporting from views and reports.

Chapter 10. Workflow and Triggers
Workflow concepts: process, status, action. Types of actions. Group actions. Examples. Triggers. Rules for running triggers for complex updates. Using formulas for triggers and actions. Delayed and recursive triggers.

Chapter 11. Security, Access Control and Authentication
Rollbase security and permissions concepts. User roles. Access control to objects, actions, views, etc. (role-based and individual). Page versions and assignments. Location-Department-Function permission hierarchies. User Groups (LDF-based). User permissions hierarchy. Field-level permissions. Single Sign-On (SSO) and LDAP authentication.

Chapter 12. Portals
Introduction to portals. Planning and building portals. Configuring portal links. Assigning pages. Page properties. Templates. Hosted files. Introduction to portal visitors. Portal visitor authentication and login.

Chapter 13. Additional Application Tools: Advanced
Mult-Currency ane exchange rates. Approval process (parallel and sequential). Surveys (online questions) and answers. Integration with Google Apps (Gmail, Calendar, Docs).

Chapter 14. Setup and Administration
Personal setup. Account administrative functions. Transfer ownership. Company-wide settings. Localization and multilingual support. Backups. Automated and scheduled batch jobs.

Chapter 15. Integration and Rollbase APIs: SOAP, REST and RSS
Web Services APIs: SOAP API, REST API (XML or JSON responses). RSS.

Chapter 16. Publishing and Distributing Applications
Introduction to Rollbase applications as a container for objects, menus, portals, etc. Publishing applications. Locked and partially locked applications. Fixing publishing errors. Approval for published applications. Installing applications from the Applications Directory. Publishing and installing application updates.

Chapter 17. Setup and Administration for ISVs
Introduction to ISV features. Overview of white label features. Overview of the setup process (what to expect). Details regarding pages to host and what to provide Rollbase for Hosted customers. Instructions for creating and managing tenants, trials, etc. Billing suggestions.

Chapter 18. Private Cloud Installation and Configuration Guide
Types of Rollbase private cloud licenses. Downloading and installing Rollbase Private Cloud. Configuration and maintenance.

Chapter 19. Wrapping Up
Summary of Rollbase. Using Customer support tickets and the Rollbase forums. Contacting Rollbase. Finding help building applications. How and when to become a Hosted Cloud or Private Cloud reseller.

Appendix A. Migrating Applications from Microsoft Access to Rollbase
Importing a Microsoft Access Database. Mapping Tables to Objects. Mapping Relationships. Importing Records.

Appendix B. Migrating Applications from and to Rollbase
Migrating Salesforce CRM and custom applications. Selecting Objects to migrate. Migration of Page layouts and application data.

Appendix C. External Database Tables as Rollbase Objects
Defining an External Database. Defining an External Object. Adjusting SQL Queries. Using External Objects in Rollbase applications.

Appendix D. CSS Class Reference
Summary of CSS classes used throughout the Rollbase user interface.

Appendix E. Creating Rollbase Objects from OpenEdge Services
How to create Rollbase objects that access business entities hosted on an OpenEdge AppServer.

Glossary of Terms

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