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Open Source
  Business Intelligence
         Intro


Stefano Scamuzzo

                                 SpagoBI International Manager
Senior Technical Manager
                                 SpagoWorld
Architecture & Consulting
Research & Innovation Division
Engineering Group
The Open Source Question




 In many cases, the question is "when" to
   focus on open-source alternatives to
traditional closed-source solutions, not "if"
         you should focus on them.


       Gartner
       Hype Cycle for Open-Source Software, 2005
The discovery of OSBI
Reasons to adopt OSBI

According to Gartner Analysis (2008)
  Reducing costs
  Embed BI functionalities into existing applications
  Complement the current BI infrastructure to extend BI
  usage to more users


We should add to Gartner arguments …
  Flexibility
  Innovation
  Better reactivity
… and now we are not alone …

                                       2010

                        2009
2008




Source: NORTH BRIDGE
“2010 Future of Open Source Survey Results”
futureofopensource.drupalgardens.com
And more …
The current situation


 OSBI Gaining Attention
The typical Business Intelligence layers



Data Ware House Platforms


Extract Transfer Load (ETL) solutions


Business Intelligence platforms:
  Analytical tools
  Document lifecycle management
  Security
  Integration
DWH Layer




Data Ware House products
Data Warehousing

Data Warehouse
  A reference database structured for analysis
    Non transactional
    Contents harmonized and comprehensive
    Partitioning, bitmap indexes, materialized views, SMP support

DWH vendors
  Teradata is the first DWH pure player
    Followed by DW appliance vendors: MS-DATAllegro, IBM-Netezza and EMC-
    Greenplum

  Every DBMS vendor supports DWH
    Oracle, SAP/Sybase, IBM, Microsoft
    Specialized: ParAccel, Kognitio

  DW techniques are portable to any DBMS platform
Data Warehousing




Source: Gartner (January 2010)
Open Source Data Warehousing

Three leading Open Source DBMS players:
  Ingres
  MySQL
  PostgreSQL
Ingres is possibly the most enterprise worthy
MySQL, popular but limited DW capabilities
before version 5.1
  Strong point: multiengine architecture
  Look at MyISAM and InfoBright
PostgreSQL robust enterprise platform
  EnterpriseDB is the commercialization of PostgreSQL
DWH Recommendations

Technological evolution
  MPP
  Column stores (InfoBright, Ingres VectorWise)
  Distributed Data Warehouses
  Search-reliant data warehouses
  Data stream management (Truviso)
  Appliances
OS option
  Ingres Icebreaker or Infobright vs Netezza or DATAllegro
  Adopt MySQL but evaluate performance and scalability,
  considering enhancements as InfoBright
  Enterprises should consider supported RDBMS as Ingres and
  EnterpriseDB
  Consider MonetDB
BI Layer




Business Intelligence tools and platforms
Business Intelligence

More than just software
  Integration with operational systems
  Embedding analytics in business applications
  Collaboration
BI tools:
  Reporting, dashboards, ad-hoc query
  OLAP analysis
  Advanced analytics (data mining, statistics, geospatial
  analytics)
  Application integration
Business Intelligence Scene

Many BI vendors
  Dominators: SAP Business Objects, IBM Cognos,
  Oracle Hyperion, MicroSoft
  Pure player: Microstrategy, SAS, SPSS
  Visualization specialized: Actuate, TIBCO Spotfire,
  Tableau, QlickView
OS BI Analytical Tools

Reporting
  JasperReports
  Eclipse BIRT from Actuate
  Pentaho Report Designer



OLAP
  Mondrian Relational OLAP Server (ROLAP) + JPivot
  tag library
  Palo Multidimensional OLAP Server (MOLAP)
Reporting




Reporting
BIRT Report Engine

Eclipse project including
  Graph generator
  Report generator
  Design environment (Eclipse based)
Managed by Actuate that commercialize a BI offer
whose only open source solution is BIRT
Library allowing to generate reports in different
format
The report can mix data, graphics and images
Can be integrated in any Java application
BIRT Report Engine
BIRT Report Engine

Essentially oriented to developers, requests must
be written in SQL
It is possible to make BIRT accessible by less
technical users
It is possible to create resource libraries
containing the basic elements to produce a report
Strength
  the Eclipse community
  the ease of use
Jasper Reports

Report engine developed by JasperSoft and
distributed in open source
Report are described as xml files that can be built:
  Manually
  Using ad-hoc tools (ex. iReport)
Generates report in different formats:
  HTML, PDF, XML, CSV
The layout of the report is composed of layers:
  Title, page header, column headings, details, column
  footers, page footer, last page, summary page
It is possible to use subreports
iReport

Tool to design Jasper reports
Oriented to report developer
Less intuitive than BIRT
Pentaho Report Designer

Formerly known as JFreeReports
Joined Pentaho in 2006
It allows to directly deploy reports in the Pentaho
platform
It supports different formats:
  PDF, HTML, CSV
Reports are developed in layers, as in
JasperReports
Wizards are available
Pentaho Report Designer
OLAP




Multidimensional Analysis (OLAP)
Mondrian

OLAP server
It belongs to the ROLAP Category (Relational
OLAP) since it access a relational data base
Mondrian executes requests described in MDX
language
Mondrian can be used together with its client
JPivot
It also exposes XMLA interface allowing to be
accessed by other clients (ex. JPalo)
The Mondrian project has joined Pentaho and
renamed as Pentaho Analysis
JPivot

OLAP client
It allows to represent a OLAP cube and to
navigate it
  Drill down, drill up
  Drill across, drill through
  Slice and dice
It allows to associate a graph to the dimensional
table
It exports in PDF or Excel
The user interface can be customized using style
sheets
Jpivot - Screenshot
Palo

OLAP server
It belongs to the MOLAP Category
(Multidimensional OLAP) since it load data in a
dedicated structure
A plugin is available to access Palo server from
Excel
It can be accessed by a JPalo client (now Palo
Pivot)
In the commercial version it is possible to select
and change the values and to spread aggregated
data trough the details
Palo Pivot

OLAP client by JPalo
Web interface to access both Palo and Mondrian
As an alternative you can user Palo Eclipse
Client, a thick client based on Eclipse
BI Platforms




Business Intelligence Platforms
Pentaho BI Suite

Product suite to distribute analytical functionalities and
documents through
   portals (JBoss portal)
   web application
It has a double-license (open core) model
   Community edition: free open source
   Enterprise edition: license fee
Community Edition Functionalities
   Pentaho Server (reporting, analysis, dashboard)
   Pentaho Report Designer
   Pentaho Design Studio
   Pentaho Data Integration
   Pentaho Metadata Editor
Pentaho - Architecture
Pentaho Community Edition
Pentaho Enterprise Edition

The main modules are “certified”
Professional support, Software maintenance and
assurance
Main enhanced functionalities:
  Pentaho Analyzer
  Dashboard designer
  Enterprise Console
  SSO
  Security configuration
  Repository utilities
  Lifecycle management
  Audit reports
  Clustering
  Performance monitoring
  ETL management and monitoring
  Enterprise security
Pentaho Enterprise Edition
Pentaho: main components

Workflow engine
  It allows to structure a decision process by means of
  action
  Each action is described in a XML file
  The XML files are created in the Pentaho Design
  Studio environment, an eclipse based user interface
Task Scheduler
  Based on Quartz
  It allows to schedule any Pentaho action
  It allows to periodically send reports by mail
  The task control can be manual or linked to an action
Pentaho: user interface

Web application
  It manages user roles in accessing functionalities
  It is the preferred way to access Pentaho
Portal
  It manages portlets in JBoss Portal
     EmbeddedReportPortlet
     ChartPortlet

  The security is managed by the portal
SpagoBI

Business Intelligence Suite
Totally free and open source, only one version
and one license (LGPL)
It has a open architecture allowing to integrate
new components both open source and
proprietary
It integrates some open source solutions (Jasper,
BIRT, Mondrian) and provide original ones (Geo,
QbE, KPI)
SpagoBI: modules
SpagoBI Server (12 analytical areas / 21 engines)
   SpagoBI Reporting (4 engines)
   SpagoBI OLAP (3 engines)
   SpagoBI Free Inquiry (3 engines)
   SpagoBI Chart
   SpagoBI GEO (2 engines)
   SpagoBI KPI
   SpagoBI Real Time Dashboards
   SpagoBI Interactive Dashboards
   SpagoBI Data Mining
   SpagoBI Analytical Dossier
   SpagoBI Office
   SpagoBI ETL – Talend
   SpagoBI Console
SpagoBI Studio
SpagoBI Metadata
SpagoBI SDK
SpagoBI Applications
SpagoBI - Architecture

Administrative                                           Enterprise application integration                                                                                                                                      Cross
   Tools                                                                                                                                                                                                                        Services
                     BI Webapp                    BI Portlet               BI Service                                  BI Tag                 BI Snapshot                                         BI Api
    Scheduler                                                                                                                                                                                                                      SSO

Role sycronization                                                  Analytical Engine (AE)                                                                                                                                     Alert & Notify




                                                                                                                                               Accessible reporting
 Profiling system                                                                                                                                                                                                                Workflow




                                                                                                                                                                                                  External processes
  Import/export                                                                                                                                                                                                                   Search




                                                                                                         Data mining
                                                                                          Free Inquiry




                                                                                                                                                                      RT Console
                                                  Dashboard
                     Reporting




                                                                                                                                                                                    Data filter
                                                                                                                                    Dossier
                                                                              Cockpit
  Menù designer                                                                                                                                                                                                                Collaboration
                                   OLAP




                                                                                                                          Office
                                          Chart




                                                                     GEO




                                                                                                                                                                                                                       ETL
                                                              KPI
  Map catalogue                                                                                                                                                                                                                 Rule angine

 Respository mng                                                                                                                                                                                                                   Mail

 AE management                                                                                                                                                                                                                     Rank

 BM management                                                                                                                                                                                                                   Exporters

   Engine mng                                                                                                                                                                                                                   RT Events

  Data sources
                                                                    Behavioural Model (BM)                                                                                                                                   Document Browser

    Data Sets                       Analytical Driver                                   ROLE                                       LOV                                             CHECK                                      Personal folders

Audit & Monitoring                                                                                                                                                                                                           Cross Navigation

 Subscription mng
                                 Metadata              Data & Metadata Layer                                                                                                                                                   Subscriptions

  Metadata mng                   repository                                                                                                                                DWH                                                   Metadata
                                                                     ETL/EAI

                                                                    External data/applications
SpagoBI: the user interface

Web application
  Can be deployed on any Web Container as: Tomcat,
  JBoss, WebSphere
  Security is managed by the integrated CAS module
Portal
  Can be deployed on any Portal Container compliant to
  the JSR 168 standard as: eXo WebOS, Liferay
  Security is managed by the portal
  The source code is the same: deploying as web
  application or portal is a matter of configuration
SpagoBI User Interface
SpagoBI Studio
JasperSoft BI Suite

The BI platform of JasperSoft
Main modules
   Jasper Server
   Jasper Analysis
   Jasper Reports + iReport
   Jasper ETL
Three editions available:
   Community Edition (GPL or LGPL License)
   Professional Edition (Commercial License)
   Enterprise Edition (Commercial License)
Users can build their reports
The user interface is based on a specific web application,
no use of portal
JasperSoft Suite - Architecture
Jasper Suite – Community Edition
Jasper Intelligence: commercial version and ETL

The commercial version includes:
  Certified support
  Release cycle management
  Support guarantees
  Legal matters, indemnity
Professional version added functionalities
  Web Reporting and Analysis
  Dashboards
  Flash based charts
  Security
Enterprise version added functionalities
  Multi-tenancy
  Advanced OLAP Services
  Audit Logging
  ETL with Activity Monitoring
Jasper Suite – Professional Edition
The future directions



                                                                  Cloud BI
http://www.flickr.com/photos/bitterjug

                                Predictive analysis


                                                         Real Time BI


                                             Business Intelligence trends
Thanks …

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Webinar: Open Source Business Intelligence Intro

  • 1. Open Source Business Intelligence Intro Stefano Scamuzzo SpagoBI International Manager Senior Technical Manager SpagoWorld Architecture & Consulting Research & Innovation Division Engineering Group
  • 2. The Open Source Question In many cases, the question is "when" to focus on open-source alternatives to traditional closed-source solutions, not "if" you should focus on them. Gartner Hype Cycle for Open-Source Software, 2005
  • 4. Reasons to adopt OSBI According to Gartner Analysis (2008) Reducing costs Embed BI functionalities into existing applications Complement the current BI infrastructure to extend BI usage to more users We should add to Gartner arguments … Flexibility Innovation Better reactivity
  • 5. … and now we are not alone … 2010 2009 2008 Source: NORTH BRIDGE “2010 Future of Open Source Survey Results” futureofopensource.drupalgardens.com
  • 7. The current situation OSBI Gaining Attention
  • 8. The typical Business Intelligence layers Data Ware House Platforms Extract Transfer Load (ETL) solutions Business Intelligence platforms: Analytical tools Document lifecycle management Security Integration
  • 9. DWH Layer Data Ware House products
  • 10. Data Warehousing Data Warehouse A reference database structured for analysis Non transactional Contents harmonized and comprehensive Partitioning, bitmap indexes, materialized views, SMP support DWH vendors Teradata is the first DWH pure player Followed by DW appliance vendors: MS-DATAllegro, IBM-Netezza and EMC- Greenplum Every DBMS vendor supports DWH Oracle, SAP/Sybase, IBM, Microsoft Specialized: ParAccel, Kognitio DW techniques are portable to any DBMS platform
  • 12. Open Source Data Warehousing Three leading Open Source DBMS players: Ingres MySQL PostgreSQL Ingres is possibly the most enterprise worthy MySQL, popular but limited DW capabilities before version 5.1 Strong point: multiengine architecture Look at MyISAM and InfoBright PostgreSQL robust enterprise platform EnterpriseDB is the commercialization of PostgreSQL
  • 13. DWH Recommendations Technological evolution MPP Column stores (InfoBright, Ingres VectorWise) Distributed Data Warehouses Search-reliant data warehouses Data stream management (Truviso) Appliances OS option Ingres Icebreaker or Infobright vs Netezza or DATAllegro Adopt MySQL but evaluate performance and scalability, considering enhancements as InfoBright Enterprises should consider supported RDBMS as Ingres and EnterpriseDB Consider MonetDB
  • 14. BI Layer Business Intelligence tools and platforms
  • 15. Business Intelligence More than just software Integration with operational systems Embedding analytics in business applications Collaboration BI tools: Reporting, dashboards, ad-hoc query OLAP analysis Advanced analytics (data mining, statistics, geospatial analytics) Application integration
  • 16. Business Intelligence Scene Many BI vendors Dominators: SAP Business Objects, IBM Cognos, Oracle Hyperion, MicroSoft Pure player: Microstrategy, SAS, SPSS Visualization specialized: Actuate, TIBCO Spotfire, Tableau, QlickView
  • 17. OS BI Analytical Tools Reporting JasperReports Eclipse BIRT from Actuate Pentaho Report Designer OLAP Mondrian Relational OLAP Server (ROLAP) + JPivot tag library Palo Multidimensional OLAP Server (MOLAP)
  • 19. BIRT Report Engine Eclipse project including Graph generator Report generator Design environment (Eclipse based) Managed by Actuate that commercialize a BI offer whose only open source solution is BIRT Library allowing to generate reports in different format The report can mix data, graphics and images Can be integrated in any Java application
  • 21. BIRT Report Engine Essentially oriented to developers, requests must be written in SQL It is possible to make BIRT accessible by less technical users It is possible to create resource libraries containing the basic elements to produce a report Strength the Eclipse community the ease of use
  • 22. Jasper Reports Report engine developed by JasperSoft and distributed in open source Report are described as xml files that can be built: Manually Using ad-hoc tools (ex. iReport) Generates report in different formats: HTML, PDF, XML, CSV The layout of the report is composed of layers: Title, page header, column headings, details, column footers, page footer, last page, summary page It is possible to use subreports
  • 23. iReport Tool to design Jasper reports Oriented to report developer Less intuitive than BIRT
  • 24. Pentaho Report Designer Formerly known as JFreeReports Joined Pentaho in 2006 It allows to directly deploy reports in the Pentaho platform It supports different formats: PDF, HTML, CSV Reports are developed in layers, as in JasperReports Wizards are available
  • 27. Mondrian OLAP server It belongs to the ROLAP Category (Relational OLAP) since it access a relational data base Mondrian executes requests described in MDX language Mondrian can be used together with its client JPivot It also exposes XMLA interface allowing to be accessed by other clients (ex. JPalo) The Mondrian project has joined Pentaho and renamed as Pentaho Analysis
  • 28. JPivot OLAP client It allows to represent a OLAP cube and to navigate it Drill down, drill up Drill across, drill through Slice and dice It allows to associate a graph to the dimensional table It exports in PDF or Excel The user interface can be customized using style sheets
  • 30. Palo OLAP server It belongs to the MOLAP Category (Multidimensional OLAP) since it load data in a dedicated structure A plugin is available to access Palo server from Excel It can be accessed by a JPalo client (now Palo Pivot) In the commercial version it is possible to select and change the values and to spread aggregated data trough the details
  • 31. Palo Pivot OLAP client by JPalo Web interface to access both Palo and Mondrian As an alternative you can user Palo Eclipse Client, a thick client based on Eclipse
  • 33. Pentaho BI Suite Product suite to distribute analytical functionalities and documents through portals (JBoss portal) web application It has a double-license (open core) model Community edition: free open source Enterprise edition: license fee Community Edition Functionalities Pentaho Server (reporting, analysis, dashboard) Pentaho Report Designer Pentaho Design Studio Pentaho Data Integration Pentaho Metadata Editor
  • 36. Pentaho Enterprise Edition The main modules are “certified” Professional support, Software maintenance and assurance Main enhanced functionalities: Pentaho Analyzer Dashboard designer Enterprise Console SSO Security configuration Repository utilities Lifecycle management Audit reports Clustering Performance monitoring ETL management and monitoring Enterprise security
  • 38. Pentaho: main components Workflow engine It allows to structure a decision process by means of action Each action is described in a XML file The XML files are created in the Pentaho Design Studio environment, an eclipse based user interface Task Scheduler Based on Quartz It allows to schedule any Pentaho action It allows to periodically send reports by mail The task control can be manual or linked to an action
  • 39. Pentaho: user interface Web application It manages user roles in accessing functionalities It is the preferred way to access Pentaho Portal It manages portlets in JBoss Portal EmbeddedReportPortlet ChartPortlet The security is managed by the portal
  • 40. SpagoBI Business Intelligence Suite Totally free and open source, only one version and one license (LGPL) It has a open architecture allowing to integrate new components both open source and proprietary It integrates some open source solutions (Jasper, BIRT, Mondrian) and provide original ones (Geo, QbE, KPI)
  • 41. SpagoBI: modules SpagoBI Server (12 analytical areas / 21 engines) SpagoBI Reporting (4 engines) SpagoBI OLAP (3 engines) SpagoBI Free Inquiry (3 engines) SpagoBI Chart SpagoBI GEO (2 engines) SpagoBI KPI SpagoBI Real Time Dashboards SpagoBI Interactive Dashboards SpagoBI Data Mining SpagoBI Analytical Dossier SpagoBI Office SpagoBI ETL – Talend SpagoBI Console SpagoBI Studio SpagoBI Metadata SpagoBI SDK SpagoBI Applications
  • 42. SpagoBI - Architecture Administrative Enterprise application integration Cross Tools Services BI Webapp BI Portlet BI Service BI Tag BI Snapshot BI Api Scheduler SSO Role sycronization Analytical Engine (AE) Alert & Notify Accessible reporting Profiling system Workflow External processes Import/export Search Data mining Free Inquiry RT Console Dashboard Reporting Data filter Dossier Cockpit Menù designer Collaboration OLAP Office Chart GEO ETL KPI Map catalogue Rule angine Respository mng Mail AE management Rank BM management Exporters Engine mng RT Events Data sources Behavioural Model (BM) Document Browser Data Sets Analytical Driver ROLE LOV CHECK Personal folders Audit & Monitoring Cross Navigation Subscription mng Metadata Data & Metadata Layer Subscriptions Metadata mng repository DWH Metadata ETL/EAI External data/applications
  • 43. SpagoBI: the user interface Web application Can be deployed on any Web Container as: Tomcat, JBoss, WebSphere Security is managed by the integrated CAS module Portal Can be deployed on any Portal Container compliant to the JSR 168 standard as: eXo WebOS, Liferay Security is managed by the portal The source code is the same: deploying as web application or portal is a matter of configuration
  • 46. JasperSoft BI Suite The BI platform of JasperSoft Main modules Jasper Server Jasper Analysis Jasper Reports + iReport Jasper ETL Three editions available: Community Edition (GPL or LGPL License) Professional Edition (Commercial License) Enterprise Edition (Commercial License) Users can build their reports The user interface is based on a specific web application, no use of portal
  • 47. JasperSoft Suite - Architecture
  • 48. Jasper Suite – Community Edition
  • 49. Jasper Intelligence: commercial version and ETL The commercial version includes: Certified support Release cycle management Support guarantees Legal matters, indemnity Professional version added functionalities Web Reporting and Analysis Dashboards Flash based charts Security Enterprise version added functionalities Multi-tenancy Advanced OLAP Services Audit Logging ETL with Activity Monitoring
  • 50. Jasper Suite – Professional Edition
  • 51. The future directions Cloud BI http://www.flickr.com/photos/bitterjug Predictive analysis Real Time BI Business Intelligence trends