Metadata driven distributed application behavior system and method

• US 10,387,130 B1
• Filed: 10/20/2010
• Issued: 08/20/2019
• Est. Priority Date: 02/23/2007
• Status: Active Grant

• Current Assignee: Sugarcrm Incorporated
• Original Assignee: Sugarcrm Incorporated
• Inventors: Sandberg, Andreas, Tretikov, Lila Alexei, Itani, Majed, Oram, Clint
• Primary Examiner(s): Bullock, Jr., Lewis A
• Assistant Examiner(s): Kabir, Mohammad H
• Application Number:
  US12/908,624
• Time in Patent Office: 3,226 Days
• Field of Search: 717114
• CPC Class Codes: G06F 17/00 Digital computing or data processing equipment or methods, specially adapted for specific functions information retrieval, database structures or file system structures therefor G06F16/00
• CPC Class Codes: G06F 8/38 for implementing user interfaces
• CPC Class Codes: G06F 8/61 Installation
• CPC Class Codes: G06F 8/65 Updates security arrangements therefor G06F21/57

Abstract

A distributed metadata driven system and method that allows a single server component the ability to control the display, behavior, and functionality of client applications.

Claims

1. A method for providing a distributed metadata user interface from a centralized server to a plurality of target heterogeneous native clients wherein the centralized server has a database containing metadata and a security module that implements security methods to control access to the metadata and is interfaced with a master interface object that provides logic required for retrieving and writing information to the database, the method comprising:

simultaneously performing for two or more heterogeneous native clients the steps of;

creating a custom interface object from the master interface object, wherein the custom interface object customizes access and presentation of a user interface based on security privileges of the respective heterogeneous native client and each heterogeneous native client has different privileges;

verifying security privileges of the client by the custom interface object and determining an accessible set of metadata accessible to the respective native client from the centralized server through a database abstraction layer that is in communication with the custom interface object, based on the security privileges of the client;

retrieving, by the centralized server, the accessible set of metadata for the respective native client from the database;

determining, by the centralized server, if links to optional data sources is in the accessible set of metadata by performing the steps of;

parsing the accessible set of metadata to identify field entries to optional data sources defined in the metadata; and

iteratively processing each field entry by retrieving the data for updating the accessible set of metadata;

generating a plurality of user interface elements, by the custom interface object for the respective native client based on the updated accessible set of metadata;

generating an action user interface element for the client based on the updated accessible set of metadata, the action user interface element corresponding to an available action defined in the updated accessible set of metadata; and

rendering the user interface for the client using the plurality of user interface elements and the action user interface element, wherein the user interface for the client is dynamically rendered based on the updated accessible set of metadata.

2. The method of claim 1, wherein the client is a software application running on a computing device.

3. The method of claim 1 further comprising managing the set of metadata at a remote data source.

4. The method of claim 1 further comprising providing, by a remote data source, different copies of the set of metadata to a plurality of heterogeneous devices wherein the client of each heterogeneous device renders the user interface based on the set of metadata.

5. The method of claim 1, wherein parsing updated copy of the set of the set of metadata further comprises determining, by the client, if data from a remote data source is part of the updated copy of the set of set of metadata and retrieving the data from the remote data source.

6. The method of claim 1, wherein the updated copy of the set of set of metadata includes one or more rules for layout, one or more rules for visibility, one or more rules for Look &

Feel, requirement, type, and navigation flow.

7. A system for providing a distributed metadata user interface, comprising:

a plurality of heterogeneous computing devices wherein each computing device further comprises a processor and a display and wherein the processor executes a client to dynamically render a user interface on the display;

a centralized server comprising a metadata database that is capable of being connected to each computing device to provide a copy of a set of metadata to each computing device and a security module that implements security methods to control access to the metadata and is interfaced with a master interface object that provides logic required for retrieving and writing information to the centralized information to the database; and

for each of the heterogeneous computing devices executing a respective heterogeneous native clients simultaneously performing the steps of;

create a custom interface object from the master interface object, wherein the custom interface object customizes access and presentation of a user interface based on security privileges of the respective heterogeneous native client and each heterogeneous native client has different privileges;

verify security privileges of the client by the custom interface object and determine an accessible set of metadata accessible to the respective native client from the centralized server through a database abstraction layer that is in communication with the custom interface object, based on the security privileges of the respective native client;

retrieve, by the centralized server, the accessible set of metadata for the respective native client from the database;

determine, by the centralized server, if links to optional data sources is in the accessible set of metadata by performing the steps of;

parse the accessible set of metadata to identify field entries to optional data sources defined in the metadata; and

iteratively processing each field entry by retrieving the data for update the accessible set of metadata;

generate a plurality of user interface elements, by the custom interface object for the client based on the updated accessible set of metadata;

generate an action user interface element for the client based on the updated accessible set of metadata, the action user interface element corresponding to an available action defined in the updated accessible set of metadata; and

render the user interface for the client using the plurality of user interface elements and the action user interface element, wherein the user interface for the client is dynamically rendered based on the updated accessible set of metadata.

8. The system of claim 7, wherein the client is a software application that has a plurality of lines of computer code.

9. The system of claim 7, wherein the set of metadata includes one or more rules for layout, one or more rules for visibility, one or more rules for Look &

Feel, requirement, type, and navigation flow.