Running the BANKAPP Sample

This section describes the BANKAPP sample from a user perspective. Take a moment to work through the steps here to understand some of the features BANKAPP provides and how an end-user would interact with the application. This section takes you through some but not all of the possible transactions. We focus on opening and closing an account, viewing standard accounts, and performing a balance inquiry.

Make sure that you have all required components installed, and have properly configured the Active Expert to run the BANKAPP sample. (For complete instructions on how to prepare to run the Active Expert BANKAPP sample client, refer to the BEA TUXEDO Builder Release Notes or the readme file located in the same directory as the Active Expert sample application.)

To run the BANKAPP client:

1. Open Visual Basic

2. Open the BANKAPP project

3. Choose Run->Start from the Visual Basic menu or click on the Start toolbar button.

You can also run the BANKAPP client by double-clicking on the sample application .exe.

Starting BANKAPP

Figure 5-1 shows the initial window that the user will see.

Figure 5-1 BANKAPP Client Main Window

The BANKAPP menu bar consists of the following menus and menu items.

File Menu

Logon Logs on to the BEA TUXEDO system that contains the BANKAPP servers.

Logoff Logs off the BEA TUXEDO system that contains the BANKAPP servers.

Exit Exits the application.

BackOffice Starts the BackOffice Transaction Palette dialog. This allows the user to enter "Open Account" and "Close Account" transactions.

Teller Starts the Teller Transaction Palette dialog. This allows the user to perform "Balance Inquiry", "Deposit", "Withdrawal", and "Transfer" transactions.

Standard Accounts Starts the Standard Accounts dialog, which allows the user to see the list of all the accounts that are loaded into BANKAPP when the application is initially configured. The current balance for each account is shown.

To log on to BANKAPP:

1. Choose File->Logon from the menu bar to bring up the Logon dialog (shown in Figure 5-2).

   Figure 5-2 Logon

   

2. Enter the required passwords and click Logon to continue.

   Note: In the sample configuration that is installed with BEA TUXEDO Builder, the BANKAPP servers do not have security yet, so you do not need to enter any information in these fields initially to log on.

   If the logon is successful, you get a confirmation dialog (shown in Figure 5-3). Click OK to continue.

   Figure 5-3 Logon Confirm

   

You can get a list of all the accounts loaded into BANKAPP when the application is initially configured. Note that this is a fixed list-it does not include any new accounts you create. This list shows account identification (ID) numbers and the current balance for each account. Currently, there are 190 standard accounts. This processing may cause a delay in display of this dialog, depending on the performance of the server. Also, standard accounts can be deleted from the data base using the Close Account transaction. Deleted accounts will not be displayed in this dialog.

To view the standard accounts:

1. Choose Transaction->Standard Accounts from the menu bar. In order to process this request, BANKAPP needs to get the current balance for a large set of accounts. Since the result is not immediate, you get a reminder dialog letting you know that the task will take a moment (as shown in Figure 5-4).

   Figure 5-4 Standard Accounts Confirm

   

2. Click OK to continue.

   When ready, the list of standard accounts displays (shown in Figure 5-5).

   Figure 5-5 Standard Accounts

   

   The accounts are shown in a scrollable dialog.

   When you have finished viewing the accounts, click Cancel to close the dialog.

The BackOffice Transaction Palette gives you options to open and close accounts.

Opening an Account

To open an account:

1. Choose Transactions->BackOffice from the menu bar to bring up the BackOffice Transaction Palette (shown in Figure 5-6).

   The Open Account tab should come up as the default. If not, click on the Open Account tab.

   Figure 5-6 BackOffice - Open Account

   

2. Fill in the required information and click Apply to open the new account.

   If the transaction is successful, you get a Result confirmation dialog showing your new account ID number and opening balance. (Figure 5-7 shows an example of this dialog.)

   Figure 5-7 Open Account Result

   

To close an account:

1. Choose Transactions->BackOffice from the menu bar to bring up the BackOffice Transaction Palette.

2. Click on the Close Account tab to show the Close Account fields (shown in Figure 5-8).

   Figure 5-8 BackOffice - Close Account

   

3. Fill in a valid account number and click Apply to close the specified account.

The Teller Transaction window gives you options to perform the following operations on an account:

• Balance Inquiry

• Deposit

• Withdrawal

• Transfer

This section steps through only one of these transactions (Balance Inquiry) as an example. We suggest you try the other Teller transactions as well to get familiar with all possible actions. Try using a Teller transaction on the new account you just created.

Balance Inquiry

To perform a Balance Inquiry:

1. Choose Transaction->Teller from the menu bar to bring up the Teller Transaction Palette (shown in Figure 5-9). Click on the Balance Inquiry tab.

   Figure 5-9 Teller - Balance Inquiry

   

2. Enter an account number and click Apply to find out the current balance.

   You get a Result dialog showing the current balance for the specified account (Figure 5-10 shows an example of this dialog.)

   Figure 5-10 Balance Result

   

To log off from BANKAPP, choose File->Logoff from the menu bar.

This brings up a logoff confirmation dialog (shown in Figure 5-11). Click OK to complete the logoff.

Figure 5-11 Logoff Confirm

Exiting BANKAPP

To exit the BANKAPP application, choose File->Exit from the menu bar.

This brings up an exit confirmation dialog (shown in Figure 5-12). Click Yes to exit.

Figure 5-12 Exit Confirm