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KEEPING POWERBUILDER APPLICATIONS COMPETITIVE Buck Woolley, Patrix AB, Powerbuilder Developer John Strano, Sybase, an SAP Company, Technology Evangelist May 17, 2012

Modernizing UI of a Powebuilder Application

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This presentation shows how a Powerbuilder application developed during the 1990's was updated with a modern look using Powerbuilder 12.5

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Page 1: Modernizing UI of a Powebuilder Application

KEEPING POWERBUILDERAPPLICATIONS COMPETITIVE

Buck Woolley, Patrix AB, Powerbuilder DeveloperJohn Strano, Sybase, an SAP Company, Technology Evangelist

May 17, 2012

Page 2: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

INTRODUCTIONBuck Woolley, Powerbuilder Consultant at Patrix AB, 2004 - Present

He has been actively developing software for a variety of clients and industries using Powerbuilder since version 3.1. He is the author of several articles on advanced Powerbuilder datawindow development in both PBDJ and ISUG journals. He has delivered presentations on the same subject at several Techwave conferences and won the 2007 ISUG journal award for the article ‘Utilizing the Power of the Datawindow Object’.Some of his work can be seen on the website www.dw-extreme.com.

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AGENDA

• What is the product?• What is the market?• What were the goals?• Design considerations.• Look at several specific changes to the

application.• Detail some Powerbuilder techniques used in

the update.• Look at addition examples of user interface

upgrades.

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PRODUCT - PATRICIA• Intellectual Property... inventions (patents),

trademarks, industrial designs and copyrights.• “Patricia is an enterprise wide solution that

provides point-and-click access to case data and automatic tracking of relevant IP, i.e., laws/regulations, standard forms, time and cost registration, invoicing, document management including mail merge activities and batch processing. “

• Monthly maintenance releases, yearly major release.

• Main application Patricia and a separate maintenance system for setup.

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PRODUCT - PATRICIA• First Windows release started development in

1995. The application contained the look and feel that was popular at the time.

• Originally developed for resolution of 800 x 600 SVGA

• Change in the mid 2000’s for 1024 x 768 XGA

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MARKET• Clients located worldwide. • IP departments of corporations across all

industries, IP departments of law firms and specialized patent bureaus.

• Single person offices to largest corporate entities.

• One - several hundred users.• For each installation the requirements are quite

varied. Complex conversion processes.• Support SQL Server, Oracle, Sybase.

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IP TRIVIA....What was the first trademark ever registered and when?

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IP TRIVIA....What was the first trademark ever registered and when?

1876 – The Bass Brewery’s Red Triangle for ale was the first trademark to be registered under the Trade Mark Registration Act 1875 in England

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GOALS• To modernized the user interface of the

application for competitive reasons by taking advantage of new features in Powerbuilder.

• Improve and unify window presentation• Provide for more user customization of windows

and lists• Have applications fully localized, allow for the

creation of custom languages.• Allow users to switch from old to new GUI at

runtime to facilitate the change.• Better organization of querying and reporting,

clean up menus.

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– Company Confidential – March 31, 2012

DESIGN CONSIDERATIONS• Complete makeover, not just an upgrade of the

existing UI.• Keep all existing functionality, use as much

existing code as possible.• Provide a more consistent experience throughout

the application• Provide full customization of security,

functionality, presentation to the user/group level.

• Had to implement the new UI while doing routine enhancements, wishes and bug fixes.

• Must integrate with existing windows, new UI phased in over time.

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– Company Confidential – March 31, 2012

DESIGN CONSIDERATIONS• Have a bit more of a ‘browser’ look. Present

data as a document by showing all data for a section in one scrollable form, only displaying data. Make better use of varied screen resolutions.

• Use a design template that would be familiar to most Windows users.... Outlook. Modified with input from in house users and group of client representatives.

• Use Powerbuilder classic, deliver standard Win32 application.

• Implement the project into three phases, each scheduled for one year.

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EXISTING APPLICATION

The main window, traditional Windows MDI application that has been expanded and added to over time.

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– Company Confidential – March 31, 2012

EXISTING APPLICATION

Tabs

Traditional Windows MDI application that has been expanded and added to over time.

Page 14: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

EXISTING APPLICATION

Command Buttons

Traditional Windows MDI application that has been expanded and added to over time.

Page 15: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

EXISTING APPLICATION

Various Input, Summary and Image Display areas crowded

together

Traditional Windows MDI application that has been expanded and added to over time.

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– Company Confidential – March 31, 2012

EXISTING APPLICATION

Traditional Windows MDI application that has been expanded and added to over time.

Mystery Icons and unmarked hotspots

?????

Page 17: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

UPDATED APPLICATION

Same window in new UI with functional areas clearly defined.

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– Company Confidential – March 31, 2012

UPDATED APPLICATION

Header Information

New window with functional areas clearly defined.

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UPDATED APPLICATION

Window Functional Areas

New window with functional areas clearly defined.

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UPDATED APPLICATION

Functional Area Specific Actions

New window with functional areas clearly defined.

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UPDATED APPLICATION

Work Area

New window with functional areas clearly defined.

Page 22: Modernizing UI of a Powebuilder Application

Basic Case Data

– Company Confidential – March 31, 2012

CONSISTENT USER EXPERIENCE

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Contact Management

– Company Confidential – March 31, 2012

CONSISTENT USER EXPERIENCE

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Financial Data

– Company Confidential – March 31, 2012

CONSISTENT USER EXPERIENCE

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– Company Confidential – March 31, 2012

USE MODAL WINDOWS FOR EDIT

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SETTING FUNCTION ACCESS TO USER GROUPS

This user has access to all the functional areas

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SETTING FUNCTION ACCESS TO USER GROUPS

This user has limited access to functionality

Page 28: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

PRESENT DATA AS DOCUMENT

Only Items with data are displayed in a collapsable, scrollable ‘document’

Page 29: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

PRESENT DATA AS DOCUMENT

Small amount of data displayed

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– Company Confidential – March 31, 2012

USER DEFINED LISTS

Columns in all lists can be selected, moved and resized by the user.

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– Company Confidential – March 31, 2012

TRANSLATED AT RUNTIME

Translated by user and groups. Clients can create their own language for custom labels.

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– Company Confidential – March 31, 2012

TRANSLATED AT RUNTIME

Localization by user and groups. Clients can create their own language for custom labels.

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– Company Confidential – March 31, 2012

IMPROVED REPORT REQUESTING

Report requests were scattered on the MDI menu

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– Company Confidential – March 31, 2012

IMPROVED REPORT REQUESTING

Reports are now consolidated on a report request window. Access can be controlled per user group.

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– Company Confidential – March 31, 2012

IMPROVED REPORT REQUESTING

Specific report lists for each section can be opened by the user.

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– Company Confidential – March 31, 2012

IMPROVED REPORT CREATION

List creation and formatting together in one step.

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IMPROVED REPORT CREATION

Users are presented with all possible columns to choose and arrange in a list.

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IMPROVED REPORT CREATION

Users can then format the list into separate report using the Flex Report component from Felix.

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– Company Confidential – March 31, 2012

NEW POWERBUILDER FEATURES – BACKGROUND SHADINGBackground shading effects, introduced in Powerbuilder 11.5, are used extensively to give the application a modern appearance.

Page 40: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

NEW POWERBUILDER FEATURES - TREEVIEW DATAWINDOWThe treeview datawindow, introduced in Powerbuilder 10.5, is used in many windows. An nvo was created to turn any list into a user configurable treeview enabled grid datawindow.

Page 41: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

TRANSLATION PROCESS

• 1. Retrieve all translations at startup for the users language.

• 2. As a window is opened, extract and store all text strings and objects associated with the window and all included user objects and datawindows.

• 3. During the open event, translate all strings matching string text and the text objects owner if necessary.

• 4. Apply translations back to the text parameters of stored objects. If no translation is found then use the existing text.

Page 42: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

TRANSLATION PROCESS

At application start up, retrieve all strings for the users language into a globally defined dropdown datawindow containing the base(english) data string and the translated(french) display string.

Page 43: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

TRANSLATION PROCESSThe extracted labels are added to an array containing the translation in a dropdown datawindow. The translated values are extracted using a computed field containing the lookupdisplay() function.

graphicobject[40] = cb_close

string[40] = ‘Close’

graphicobject[40].text = trans_value[40]

Page 44: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

SUMMARY

• Created a complete makeover of the UI. Patricia now has a modern competitive user interface.

• From a sales perspective: ‘...being a big change to look and feel, there was a little reluctance from old Patricia users to change but within 30 minutes of doing so they all realised the many benefits of the new GUI. New users take to it immediately as it is very logical and user-friendly....’

Page 45: Modernizing UI of a Powebuilder Application

– Company Confidential – March 31, 2012

ADDITIONAL EXAMPLES

• Apply the new datawindow objects visual properties introduced in Powerbuilder 11.5 to advanced dynamic datawindows to create modern user interfaces.

• Specifically used the object background and transparency properties.

• Example - Planner datawindow

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– Company Confidential – March 31, 2012

EXISTING PLANNER WINDOW

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– Company Confidential – March 31, 2012

NEW SCHEDULER WINDOW

Applied a new color scheme and implemented the background gradients and object transparency from Powerbuilder 11.5.

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– Company Confidential – March 31, 2012

NEW PLANNER WINDOW

New features from PB 11.5 such as background effects and transparency create a modern look.

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NEW PLANNER WINDOW

PB applications can be modern. Camtasia and PB.

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– Company Confidential – March 31, 2012

THE FUTURE???

Moving to devices with Appeon Mobile

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THE FUTURE???

Moving to devices with Appeon Mobile

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– Company Confidential – March 31, 2012

RESOURCES• Datawindow techniques slide presentation from

2006 Sybase Techwave. http://www.slideshare.net/bwoolley3/techwave-2006-advanced-datawindow-techniques

• PBDJ The Powerbuilder Datawindow as an Image Thumbnail Display Control, Jan 2012

• PBDJ Datawindow Consolidation, In Print• PBDJ List Management Using the Datawindow,

Coming Soon• Patrix website www.patrix.com• Flex Report Control

http://www.felix.fr/produits/flxReport/flxReport.cfm

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– Company Confidential – March 31, 2012

CONTACT

• Email: [email protected]• Skype: bwoolley• LinkedIn: Buck Woolley• Location: San Diego, CA• Website www.dw-extreme.com• New website under construction on

www.behance.net/dw-extreme

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