The IBM Rational Insight Reporting Solution

June 5–9 Orlando, Florida

The IBM Rational Insight Reporting SolutionEnterprise Reporting with IBM Rational and Non-Rational products

June 6th, 2011

Marc J. NehmeRational Reporting Engineer, Unleash The [email protected]

The Premier Event for Software and Systems Innovation

2© 2011 IBM Corporation

Agenda

Key Takeaways Reporting Challenges What is Rational Insight? Integration Compiling your data Demo The Rational Insight Reporting Solution Questions



What You'll Learn

1)Rational Insight's ability to provide clear and concise metrics and visibility from your organization's various data sources and tool sets via automation

2)Rational Insight's open architecture and flexibility with product integrations, both Rational and non-Rational

3)Rational Insight best practices and overall benefits as a universal reporting solution



Reporting Challenges

Organizational process/unityDifferent departments, different processesRoll-up of data doesn't compare wellLack of visibility into organization metrics

Various disparate data sources

Individual product reportingLack of functionality/customization

Training & Resources$$$



Reporting Challenges

No structure for data capture / reporting process

Manual process

Inaccurate / unreliable data

Level of effort / Time consuming$$$

Outdated metrics



What is Rational Insight?

IBM Rational’s Performance Measurement Offering An Enterprise Reporting solution that gets consistent metrics from

across an organization to objectively measure status and progress Measure program, project, and team-level progress against pre-

defined business objectives Multiple views of an organization’s goals Identify high-priority items Report & Dashboard elements



Key Benefits

Increased Transparency Increased Reliability Cross-product reporting Trending & history (DW model) Real-time data (Live model) Custom dashboards OOTB Reports Web-based tool



Architecture

Based on Cognos 8 BI platform, industry proven technology Leverages web architecture Data Integration

REST architecture (adapter)REST (native)Direct DB accessGeneric XML

Very open architecture and wide-range compatibility



Rational Insight – The Enterprise Reporting Solution

Project Management

Build Management

Architecture ManagementRequirements

Management

Change Management Configuration

Management

Portfolio Management

Quality Management

REST API - native REST API – adapter

XML ODBC

CxO Process Lead Project Manager

Self Service Report Authoring

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Extract, Transform, Load

Reporting Server

Data Warehouse

XML – ODBC Mapping | DB Access



Integration with Rational Insight



The Rational Insight Flow

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JIRA

RQM

EXCEL

ODBC

REST

ETL

XDC

Framework

Reporting

Your Dashboard

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XML



Integrating a Data Source with Insight

REST Service (adapter) – uses Insight Data ServicesEx: Rational RequisitePro, Rational ClearQuest, HP Quality Center

REST Service (native) – uses point product's REST serviceEx: Rational Quality Manager, Rational FocalPoint

Generic XMLXML documents

ODBC – direct database accessEx: JIRA, Microsoft Excel

➔ Wide-range compatibility➔ Leverages web architecture




Adapter - Uses an adapter (set of java classes) that plugs into the Insight Data Services REST API, which then integrates with the point product API

Native - Uses point product's native REST service IBM Rational XML Data Configuration tool

REST Service

Points to the Insight Data Services Server OR the data source's

REST interface

Adapter Schema Database




Expose source data from point product schema and map to relational table columns

REST Service




Must catalog the remote database or add the ODBC data source as System DSN on the Insight Server

ODBC

DB2 database Excel data file




Access the point product database directly from IBM Cognos Data Manager

ODBC



Compiling Your Data into Rational Insight




Dat

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JIRA

RQM

EXCEL

ODBC

REST

ETL

XDC

Framework

Reporting

Your Dashboard

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XML



Compiling You Data into Rational Insight

Expose data and define mapping templates Define one xdc file per data source

XML Data Configuration

Data Sources

ETL




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JIRA

RQM

EXCEL

ODBC

REST

ETL

XDC

Framework

Reporting

Your Dashboard

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XML




A process that extracts data from your data source(s), transforms the data to meet operational needs, and loads that data into a data warehouse

The ETL Process – Extract, Transform, Load

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EXTRACT TRANSFORM LOAD




Extract, Transform, Load data via Data Manager

Extract

Transform

Load

XDC

FRAMEWORK




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JIRA

RQM

EXCEL

ODBC

REST

ETL

XDC

Framework

Reporting

Your Dashboard

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XML




Map your data to a framework Publish package

Map the Data Warehouse data to a framework via Framework Manager

REPORTING

DW




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JIRA

RQM

EXCEL

ODBC

REST

ETL

XDC

Framework

Reporting

Your Dashboard

12

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45

XML



Compiling Your Data into Rational Insight

Create / Run Reports



www.ibm.com/software/rational



Topology

InsightReport Server

ReqPro serverInsight Data

Services

JIRA server

InsightETL Server

RQM server

DB2DB2

OracleOracle

Excel data DB2DW, Content Store

DB2DW, Content Store



The Rational InsightReporting Solution



The Rational Insight Reporting Solution

Improved visibility across organization Identify high priority items

Unified solution across an organizationProcess improvement (data capturing)Roll-up of data will be relativeUsers have a central location where metrics are accessible

Web-based toolView, run, create reports and dashboardsStakeholders can access on demand

One reporting product to learn (save $ on training and resources)

Challenges Addressed




Live metricsOn-Demand reports

Cross-product reports

Highly customizable solutionMultiple views/levels or metrics Industry proven BI platform

Automated solution Increased reliabilityTime/effort savings $

Challenges Addressed



Other Benefits of Rational Insight

XML data mappings ETL fact builds, dimension builds, jobs Framework Manager projects Data Warehouse structure Reports and Dashboards

Out of the Box Collateral




Utilize the OOTB collateral to avoid rework and/or leverage it as a guide – significant time savings

Understand the OOTB fact and dimension builds (in Data Manager) and what they do – avoids rework

Review the the OOTB DW tables – during development, you’ll be familiar with the tables and columns captured

Best Practices and Lessons Learned





Identify a minimum of two people to own/manage the deployment

Developer role – Back end work: product integration, data extraction, data transformation, Data Warehouse loading, Data modeling

Report Author – Front end work: Dashboard/report designs, everything the end user will see




Prior to extraction, understand the basics of the data source’s purpose, what it is capturing, and its schema






Leverage the versatile integration capabilities of Insight – REST, ODBC, XML

Integrating with Excel can be helpful and painless if crucial data is stored in xls sheets and is needed to be reported on in Insight

Create tables in Excel sheet, integrate with Insight via ODBC driver, business as usual



Daily iPod Touch giveaway

Complete your session surveys online each day at a conference kiosk or on your Innovate 2011 Portal!

Each day that you complete all of that day’s session surveys, your name will be entered to win the daily IPOD touch!

On Wednesday be sure to complete your full conference evaluation to receive your free conference t-shirt!

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© Copyright IBM Corporation 2011. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.


The IBM Rational Insight Reporting Solution

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Transcript of The IBM Rational Insight Reporting Solution