Working with sample data files

A&AS provides sample files in the /Samples folder under your A&AS installation directory. These samples cover major functionalities including balancing and reconciliation rule procedures, email and file monitoring, and so on.

The table below provides short descriptions of these sample data files. You can use them as a key to locate the required information in your installation directory and replicate the examples.

File Name

Description

Balancing_Rule_Procedure_Demo

Demonstrates a simple Balancing Rule Procedure using the A&AS Rule Editor & Explorer, which extracts data from a report and verifies if the sum of values of a column matches the sum of values of another column.

Note: If you are upgrading from older versions such as 8.0.6, you must update the path of the sample report manually in the Web Rule editor. Otherwise, the rule procedure will fail.

Reconciliation_Rule_Procedure_Demo

Demonstrates a simple Reconciliation Rule Procedure using the A&AS Rule Editor & Explorer, where A&AS reconciles two data sources and the results are displayed in a visual format.

Note: If you are upgrading from older versions such as 8.0.6, you must update the path of the sample report manually in the Web Rule editor. Otherwise, the rule procedure will fail.

Totals_Storing_and_Retrieving_Demo

Demonstrates how to STORE or RETRIEVE information from the A&AS database. The sample uses the STORE or RETRIEVE command and works with A&AS control database variables. It explains how A&AS stores monthly data for a given year. At the end of the year, it fetches the monthly data of the corresponding year, aggregates, and writes this information to a file.

AAS_VendorInvoiceAudit_Workflow

_Demo

Demonstrates how to integrate A&AS with the Mobius View Workflow feature for exceptions processing. When A&AS finds an exception, it sends it to Workflow for a manual review by users who participate in the business process.

Addrbook

Demonstrates how A&AS rule processing is invoked from Mobius. Mobius sends a request to A&AS, which checks its database to determine if a task exists for the indicated policy and Report ID. If a task exists, A&AS retrieves the associated Rule Procedure and executes the task.

Array_Operations_Demo Demonstrates Array operations using the following A&AS Web Explorer commands: ARRAY_ADD, ARRAY_CLEAR, ARRAY_GET_AT, ARRAY_SET_AT.

ASCII_DataSourceSample

Demonstrates how A&AS takes an ASCII data source as input and iterates ON_FIELDS rules (for example, ON_START_REGION and ON_START_OFFICE).

BackoutCommand_Demo Demonstrates how to use the BACKOUT command to delete changes made to Control Totals variables after the run completion.

Budget

Demonstrates various functionalities, such as VP Data source, ON_FIELDS (for example, ON_START DEPARTMENT, ON_START_GROUP), SENDEMAIL, STORE/RETRIEVE, and WRITETOPICITEM. You can process several runs, STORE information in the A&AS Database, and later RETRIEVE information from the A&AS Database in consecutive runs.

Calling AAS REST Endpoint

Demonstrates how to use A&AS REST services to execute a task. It provides A&AS Java Standalone Client, and MS Office Add-In.

Note:
  • Copy the <AAS ROOT DIR>/AASRunner.exe, <AAS ROOT DIR>/Newtonsoft.Json.dll, <AAS ROOT DIR>/AASRunnerCOM.dll, and <AAS ROOT DIR>/aasrunner-XX.X.X-SNAPSHOT.jar files to the remote machine from where the Task is triggered.
  • At the Command Prompt, navigate to the folder where you have installed AASRunner.exe file and then invoke the A&AS REST services.
  • For the Java Standalone Client, at the Command Prompt, navigate to the folder where you have installed JavaStandAloneClient.bat file and then invoke the A&AS REST services.

Checkbook

Demonstrates how A&AS reconciles a checkbook register against a bank statement.

Creating_Balancing_Rule_Procedure_using_Web_Rule_Editor Demonstrates a simple Rule Procedure that uses the A&AS Web Explorer Rule Editor to read data from a CSV file and verifiy if the sum of values in a column matches the value specified during runtime.
Creating_Reconciliation_Rule_Procedure_using_Web_Rule_Editor Demonstrates a simple Reconciliation Rule Procedure that uses the A&AS Web Explorer Rule Editor to reconcile two data sources.

Default_Redaction_Rules

Demonstrates how A&AS redacts sensitive data.

Demo_Workability

Demonstrates a simple A&AS Rule Procedure rule to process an ASCII data source as input and print the contents of the file.

Download_Archive

Demonstrates how to configure Mobius in the A&AS application to extract data from Mobius archives. The demo file shows how to download all the reports and topics and limit the amount of downloaded information.

Demonstrates a simple Rule Procedure to download reports and topics from archived repositories configured in A&AS. The demo also shows how you can limit the amount of downloaded information.

Download_MobiusViewReport_Demo Demonstrates a simple Rule Procedure that uses the A&AS Web Explorer data sources to download a Mobius View report from the Mobius Repository to the A&AS DATA directory.

Email_monitor

Demonstrates how to use A&AS to monitor a specified mailbox. At specified intervals, the Email Monitor reads the configured mail box, searches for unread messages with the SENDER and SUBJECT fields that match search patterns, and launches the Rule Procedure for every message that is found.

ExcelFreeForm_Reporting_Demo Demonstrates how to use the A&AS Web Explorer to read from and write data to an Excel file.

File_monitor

Demonstrates how A&AS can be used to monitor specified directories. The Rule Procedure processes the received files as an input data source. After processing, the Rule Procedure either leaves the file intact, moves the processed file to another directory, or deletes the file based on the configuration.

GDPR_Sample

Demonstrates how A&AS works with multiple data sources to explore, redact, delete, or export personal information of the user identified by the request. In addition, it demonstrates how to read, write, and delete external database records.

Locate_Command_Demo Demonstrates a simple Rule Procedure to match records of the same key field values. The key fields should be specified only in a Read data source.

RegExp_sample

Demonstrates how A&AS can use Regex. In the sample file, Regex is used to replace the 16-digit account number with XXXXXXX...nnnn, retaining only the last four digits of the account number. This helps to protect sensitive data, such as social security and credit card numbers.

Reporting

Demonstrates how A&AS is used to report SQL Server Reporting Services (SSRS) and read and write to Excel.

ReportVersion_monitor

Demonstrates how A&AS can be used to monitor the creation of new report versions for specified ReportIDs in Mobius. At the specified interval, the Report Version Monitor searches for new report versions of specified Report IDs that are created after the last run.

Store_Retrieve_Genlevel_Demo Demonstrates how A&AS can use the STORE or RETRIEVE command to process user requests. It also explains how to use the GENLEVEL parameter of the RETRIEVE command.
Utilities

Demonstrates how to use the following A&AS utilities:

  • Export and import Mobius policies
  • A&AS demo cleanup
  • Required user permissions for performing backup and restore
VDR_DataSourceSample1

Demonstrates how A&AS takes an input file from Mobius and calculates the average of each account contained in it. The Rule Procedure then identifies the maximum average of all the listed accounts.

VDR_DataSourceSample2

Demonstrates how A&AS takes an input file from Mobius, performs logical operations on the file, and stores or retrieves required logical values. It uses a special command, WRITETOPICITEM, to write topics to the Mobius database.

VDR_DataSourceSample3

Demonstrates how A&AS takes an input file from Mobius and performs logical operations on the retrieved data. For example, retrieving accounts whose AMTD is greater than PMTD and ascertaining the average of the same.

VDRArchiveReportVersion

Demonstrates how A&AS can return all versions of a specified reportID within a specified date range. A special command, REMOTECALL, is used in the Rule Procedure to demonstrate the usage of calling one Rule Procedure from the other. In addition, it demonstrates how to write to a Database.

VDRArchiveToCSV

Demonstrates how A&AS can initialize the data source variable definition dynamically with specified ReportID, VersionID, SectionID, and Policy. It also explains how to read content and extract data to a CSV file. You can create a rule once and use it for different reports, versions, sections, and policies.

Running RP using Rest Endpoint Demonstrates how to use A&AS REST endpoints to run a Rule Procedure by providing the Task path and its parameters.
Locate_Command_Demo Demonstrates how to use the LOCATE command, which simplifies a search query, in an Internal or External database. You can search based on the key field(s) and fetch all fields matching the search criteria.