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Rollbase In Action: The Fast Path to SaaS
A Complete Guide to Developing and Delivering Custom SaaS Applications with Rollbase

 
Rollbase In Action is now available for purchase from Amazon.

Product Details:
Paperback: 434 pages
Publisher: lulu.com (August 25, 2011)
Language: English
ISBN-10: 1257781219
ISBN-13: 978-1257781218

Download the whole book: All chapters in one searchable PDF file (6MB)

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 UI (header and sidebar). Recycle Bin.

Chapter 2. Basic Concepts
An introduction to core concepts: Object Definitions, Fields, Relationships, Tabs and Menus, Portals, Applications, 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 Page Designer. Using the Grid Control

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

Chapter 6. Server-side Code: Templates, Formulas and the Rollbase Query API
Where templates can be used. Single-record templates. Loops through related records. Email templates. Document templates. Server-side Formulas (JavaScript). Group functions (SUM, COUNT, MIN, MAX). Query API. EVAL. Formula fields. Field-level validation.

Chapter 7. Client-side Code: HTML event-handling and the Rollbase AJAX API
How to create HTML event-handling code to build custom user interface behavior. Use the Rollbase AJAX API to extend and enhance the user experience and add custom/dynamic capabilities to applications.

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). Communications logs. PDF generation. New Record templates.

Chapter 9. Importing and Exporting
Data import from spreadsheet. Update from spreadsheet. Data maps. Creating an object from a spreadsheet. Creating applications from an 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 concepts. User roles. Access control to objects, actions, views etc. (role-based and individual). Page versions and assignments. Location-Department-Function. User Groups (LDF-based). Users hierarchy. Field-level access. Single Sign-On (SSO) and LDAP authentication.

Chapter 12. Portals
How to use portals. Planning and building portals. Configuring portal links. Assigning pages. Page properties. Templates. Hosted files. Portal visitor (ACL). Portal visitor authentication/login.

Chapter 13. Additional Application Tools: Advanced
Mult-Currency Support. Approval process. Surveys (online questions). Integration with Google apps.

Chapter 14. Setup and Administration
Personal setup. Account administrative functions. Transfer ownership. Company-wide settings. Localization. Backup. Batch jobs.

Chapter 15. Integration and Rollbase APIs: SOAP, REST and RSS
Web Services APIs: SOAP and REST. RSS

Chapter 16. Publishing and Distributing Applications
Application as marquee for objects, portals, etc. Publishing app. Fixing publishing errors. Approval for apps. Installing apps from Applications Directory. Publishing and installing updates.

Chapter 17. Setup and Administration for Premium ISV Partners
Intro to the Premium Partner program. Overview of white label features. Overview of premium partner setup process (what to expect). Details on what pages to host, and what to provide Rollbase. Instructions on creating and managing tenants, trials, etc. Billing suggestions.

Chapter 18. Private Cloud Installation and Configuration Guide
Types of Rollbase licenses. Downloading and installing Rollbase server on your premises. Configuration and maintenance.

Chapter 19. Wrapping Up
Summary of Rollbase. Using Customer support and forum. Contacting Rollbase. Finding help building applications. How and when to become an ISV reseller partner.

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 Salesforce.com and Force.com to Rollbase
Migrating Salesforce CRM and custom Force.com 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.

Appendix D. CSS Classes Used in Rollbase User Interface
Explainns CSS classes used in Rollbase user interface.

Glossary of Terms