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Innovate 2014 - Customizing Your Rational Insight Deployment (workshop)

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This workshop will enable users on the IBM Rational Insight solution and how to customize it to achieve their specific business needs. The first segment will provide an overview of the Insight offering. The next segment will provide an understanding of framework data modeling and a walkthrough of the customization process. The next segment will be a series of hands-on labs that will allow users to assume the role of an Insight developer and report author. Users will experience and end to end scenario in creating a custom metric and report based on an IBM Rational Team Concert custom attribute, however the process is applicable to any data source.

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Innovate 2014 - Customizing Your Rational Insight Deployment (workshop)

  1. 1. © 2014 IBM Corporation WRK-1951 Unleashing Metrics Outside the Box: Customizing Your Rational Insight Deployment Marc J. Nehme Reporting & Analytics Engineer, Certified IT Specialist IBM Rational Paulo Lacerda Neto IT Specialist IBM Rational
  2. 2. Accelerating Product and Service Innovation • Marc J. Nehme – Twitter: marc_nehme – LinkedIn – Blog: marcnehme.com/blog – mjnehme@us.ibm.com • Paulo Cezar Lacerda Neto – Twitter: pclacerda – LinkedIn – placerda@br.ibm.com IBM Presenter Contact Information 2
  3. 3. Accelerating Product and Service Innovation Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. Please note IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.
  4. 4. Accelerating Product and Service Innovation • Introduction • Reporting Challenges • Rational Insight • How Data Flows in Insight • Insight Components • Hands-on Labs • Conclusion Agenda 4
  5. 5. Accelerating Product and Service Innovation • Organizational process – Different departments, different processes, not unified – Various disparate data sources – Roll-up of data doesn't compare well – Lack of visibility into organization metrics • Manual process – High Level of effort / Time consuming = $ – Inaccurate / unreliable data – Outdated metrics • Individual product reporting – Lack of functionality/customization – Training & Resources = $ Enterprise Reporting Challenges 5
  6. 6. Accelerating Product and Service Innovation • 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 through multiple views • Identify high-priority items and Become notified of high-severity items • Based on Cognos 10 BI platform, industry proven technology • Report & Dashboard elements viewable via – Web browser – iPads – Mobile phones – MS Office, PDF – Any tool that is JSR168 compliant What is Rational Insight? 6
  7. 7. Accelerating Product and Service Innovation Insight versus RRDI versus Cognos 7
  8. 8. Accelerating Product and Service Innovation Rational Insight High-Level Architecture 8
  9. 9. Accelerating Product and Service Innovation
  10. 10. Accelerating Product and Service Innovation • Bridges XML and the relational representation of data – REST service/XML used by Jazz tools to publish data – Relational: efficient for querying by ETL jobs What does the XDC (XML Data Configuration) tool do? 10 Design Time XML Data configuration Maps XML data source structure to relational format Run time XML ODBC Driver Exposes XML Data as relational result sets
  11. 11. Accelerating Product and Service Innovation ETL: Anatomy of a fact build in Data Manager 11
  12. 12. Accelerating Product and Service Innovation ETL: Anatomy of a fact build in Data Manager 12 Extract Transform Load
  13. 13. Accelerating Product and Service Innovation What is the Data Warehouse? 13 • The Data warehouse is a database that consists of several tables and views that stores a high volume of data from source systems. This consists of operational data and trend data (summarized and aggregated data over time) to be used by report designers to create the reports and dashboards. • The tables are organized in the following schemas: • RIODS: An Operational Data Store that contains data extracted from multiple sources structured is integrated in a relational model. • RIDW: Contains the star schema metrics, dimension tables and historical data. The RIDW schema contains aggregated data, making certain types of reports more efficient. The RIDW schema is built by an ETL operation sourced with data in the RIODS schema. • RICALM: Consists of tables and views that are designed to stage and integrate the data collected from the Collaborative Lifecycle Management applications (RTC, RQM, RRC) into the Rational Insight ETL. • RIASSET: Consists of tables used for the asset management operational data store. • RIBA: Consists of tables for the Business Analytics area of the database. • RISCHK: Consists of tables for the MCIF self-check operational data store.
  14. 14. Accelerating Product and Service Innovation Reporting metadata 14 Query Studio lets users with little or no training quickly design, create and save basic reports to meet reporting needs not covered by the professional reports designed in Report Studio. Report Studio lets report authors create, edit, and distribute a wide range of professional reports. Framework Manager lets users create metadata to shield the report designer from the data warehouse structure allowing for better alignment to business needs.
  15. 15. Accelerating Product and Service Innovation • Dimensions are the core components or categories of a business. This is anything that decision makers want to analyze in reports. • Example: a software development organization may categorize its defect data by project, defect severity and time. • This example organization has three dimensions: Project, Defect Severity and Date. The measure, such as number of open defects, lie at the intersection of these dimensions. – Illustration shows these dimensions as the axis of a three- dimensional space. The cube at the center of this space represents 100 severity 1 defects in Project ABC in November. Dimensional Modeling : Aggregating Data Along Dimensions 15 Severity 1 Defects found in Project ABC in November Time Project ABC Project Defect Severity November Severity 1
  16. 16. Accelerating Product and Service Innovation • Designing the Star Schema – http://ciobriefings.com/Publications/WhitePapers/DesigningtheStarSchemaDat abase/tabid/101/Default.aspx • Insight Data Model – http://pic.dhe.ibm.com/infocenter/rentrpt/v1r1m1/topic/com.ibm.rational.raer.mo dels.doc/topics/c_data_models_ovr.html • CLM Data Dictionaries – CCM: https://jazz.net/help- dev/clm/topic/com.ibm.jazz.reports.doc/topics/ccm.html – QM: https://jazz.net/help-dev/clm/topic/com.ibm.jazz.reports.doc/topics/qm.html – RM: https://jazz.net/help-dev/clm/topic/com.ibm.jazz.reports.doc/topics/rm.html References 16
  17. 17. 17 Unleashing Metrics Outside the Box: Customizing Your Rational Insight Deployment Hands-on Labs
  18. 18. Accelerating Product and Service Innovation To configure Rational Insight to create a custom trend report to show the number of Defects submitted over time by Root Cause (a custom attribute that resides in Rational Team Concert). Objective 18
  19. 19. Accelerating Product and Service Innovation • Lab 1: Create a Trend Report using Report Studio • Lab 2: Modify the Insight ETL using Data Manager • Lab 3: Modify the Insight Data Model using Framework Manager • Lab 4: Modify an existing Trend Report using Report Studio Lab Exercises 19
  20. 20. Accelerating Product and Service Innovation • XDC Tool – Understand RTC Reportable REST API Data mapping in XDC Tool • Data Manager – Understand tables in ODS and fact builds that load Data from RTC into ODS – Add a fact build to load the new dimension data in ODS – Understand dimension and fact tables in DW – Add dimension build to load dimension data in RIDW – Change current fact build to include the new dimension when aggregating the metric • Framework Manager – Understand FM model – Add new dimension in FM Model and relate it to existing Star Schema definition • Report Studio – Create a report using the new dimension Adding a dimension (custom RTC attribute) to an existing fact 20 Developer Report Author
  21. 21. Lab 1 Create a Trend Report using Report Studio 21
  22. 22. Accelerating Product and Service Innovation IBM Cognos Report Studio 22
  23. 23. 23 Lab 2 Modify the Insight ETL using Data Manager
  24. 24. Accelerating Product and Service Innovation Lab sections: 2.1 Prepare the data warehouse 2.2 Create a reference dimension in Data Manager 2.3 Create a dimension build in Data Manager 2.4 Add the new dimension build to the existing job stream 2.5 Create a lookup for the new dimension 2.6 Add the "Root Cause" dimension to the existing fact build Modify the Insight ETL using Data Manager 24
  25. 25. Accelerating Product and Service Innovation 2.1 Prepare the Data Warehouse 25 Create dimension table and add default values CREATE TABLE RIDW.D_ROOT_CAUSE (ROOT_CAUSE_ID INTEGER NOT NULL,NAME VARCHAR(255), PRIMARY KEY(ROOT_CAUSE_ID)) IN VSTR_32K INDEX IN VSTR_IDX; INSERT INTO RIDW.D_ROOT_CAUSE (ROOT_CAUSE_ID, NAME) VALUES (-1, 'Info not available'); Add dimension relationship in fact table ALTER TABLE RIDW.F_REQUEST_CREATION_DT_METRICS ADD ROOT_CAUSE_ID INTEGER NOT NULL DEFAULT -1; ALTER TABLE RIDW.F_REQUEST_CREATION_DT_METRICS ADD FOREIGN KEY (ROOT_CAUSE_ID) REFERENCES RIDW.D_ROOT_CAUSE(ROOT_CAUSE_ID);
  26. 26. Accelerating Product and Service Innovation 2.2 Create a Reference Dimension 26 A Reference Dimension is a structure that represents a business dimension and contains hierarchies and lookups.
  27. 27. Accelerating Product and Service Innovation 2.3 Create a Dimension Build in Data Manager 27 A Dimension Build is an ETL element that loads dimensional data (eg Root Cause, Priority) into the Data Warehouse.
  28. 28. Accelerating Product and Service Innovation 2.4 Add the new Dimension Build to the Existing Job Stream 28 A Job Stream is an ETL element that groups fact and dimension builds in an organized sequence
  29. 29. Accelerating Product and Service Innovation 2.5 Create a Lookup for the new Dimension 29 A Lookup is a simple, single-level reference structure commonly used to retrieve specific values from a reference structure based on a lookup key.
  30. 30. Accelerating Product and Service Innovation 2.6 Add the "Root Cause" Dimension to the Fact Build 30 Lookup_Root_Cause
  31. 31. Lab 3 Modify the Insight Data Model using Framework Manager 31
  32. 32. Accelerating Product and Service Innovation 3.1 Launching your Framework Manager project 3.2 Refresh existing fact table to realize ETL changes 3.3 Import the new dimension database table 3.4 Create a Query Subject for the new Dimension 3.5 Refresh existing Data Mart to realize ETL changes 3.6 Create the relationship between the Query Subjects 3.7 Convert the new Query Subject to a Regular Dimension 3.8 Convert the Data Mart Query Subject to a Measure Dimension 3.9 Publish Framework Manager Package to the Report Server Modify the Insight Data Model using Framework Manager 32
  33. 33. Accelerating Product and Service Innovation 3.1 Launching Your Framework Manager Project 33
  34. 34. Accelerating Product and Service Innovation 3.2 Refresh existing fact table to realize ETL changes 34
  35. 35. Accelerating Product and Service Innovation 3.3 Import the new Dimension table 35
  36. 36. Accelerating Product and Service Innovation 3.4 Create a Query Subject for the new Dimension 36 A Query Subject is a model element that represents a database table.
  37. 37. Accelerating Product and Service Innovation 3.5 Refresh existing Data Mart to realize ETL changes 37
  38. 38. Accelerating Product and Service Innovation 3.6 Create the relationship between the Query Subjects 38
  39. 39. Accelerating Product and Service Innovation 39 3.7 Convert the new Query Subject to a Regular Dimension
  40. 40. Accelerating Product and Service Innovation 40 3.8 Convert the Data Mart Query Subject to a Measure Dimension
  41. 41. Accelerating Product and Service Innovation 41 3.9 Publish the Framework Manager Package to the Report Server
  42. 42. Lab 4 Modify an Existing Trend Report using Report Studio 42
  43. 43. Accelerating Product and Service Innovation Acknowledgements and Disclaimers © Copyright IBM Corporation 2014. All rights reserved. – U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, ibm.com, IBM Rational, IBM Rational Insight, IBM Cognos are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml Other company, product, or service names may be trademarks or service marks of others. Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it 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, this presentation or any other materials. Nothing contained in this presentation 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. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.
  44. 44. Accelerating Product and Service Innovation Thank You! Your Feedback is Important! Access the Innovate agenda tool to complete your session surveys from your smartphone, laptop or conference kiosk.

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