Deploying Rational Insight in a Heterogeneous Environment

IBM Innovate 2012
Deploying Rational Insight in a
Heterogeneous Environment
Marc J. Nehme, Rational Reporting Engineer
Paulo Cezar Lacerda Neto, Rational IT Specialist
Session# 1214

The Premier Event for Software and Systems Innovation

Agenda

Key Takeaways
Challenges in Enterprise Reporting
Rational Insight
Topology & Integrations
Demo
Business Intelligence
Best Practices & Lessons Learned
Q&A

2
© 2012 IBM Corporation


Key Takeaways

Rational Insight’s ability to be deployed in a heterogeneous environment through
wide-range compatibility with various third-party vendors

Rational Insight’s ability to provide industry-leading business intelligence with
timely and accurate metrics, via reports and dashboards, from a collection of
Rational and third-party solutions

Rational Insight Best Practices and Lessons Learned with Rational Insight
including performance enhancements, time savings, suggestions, and helpful tips

3


Organizational Reporting Challenges

Organizational process
Different departments, different processes, not unified
Roll-up of data doesn't compare well
Lack of visibility into organization metrics

Various disparate data sources

Individual product reporting
Lack of functionality/customization

Training & Resources
$$$

Manual process

High Level of effort / Time consuming
$$$

Inaccurate / unreliable data
Outdated metrics

4


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 through multiple views

Identify high-priority items and Become notified of high-severity items

Report & Dashboard elements viewable via
Web browser
iPads
Mobile phones
MS Office, PDF
Any tool that is JSR168 compliant

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Key Benefits
Automation
Increased Reliability

Versatile Integration support

Cross-product reporting
Traceability

Trending & historical data (DW model)
Real-time data (Live model)

Web-based tool

Custom/Interactive dashboards (Business Insight)

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


Architecture

Based on Cognos 10 BI platform, industry proven technology

Leverages web architecture

Integration Options
REST service (adapter)
REST service (native)
Direct DB access
ODBC access
Generic XML

Very open architecture and wide-range compatibility

7


Deployment Topology

Insight Insight
Development Developer 1 Developer 2
Windows 7 x64 Windows 7 x64
Insight Dev Tools Insight Dev Tools
Oracle 11G client Oracle 11G client
CLM 3.0.1.1
Windows 08 x64
DB2
Insight
ETL Server
CLM 3.0.1.2 RHEL 5.4 x64
RHEL 5.8 x64 Database
DB2 Server
Oracle
Subversion Content Store
Data Warehouse
SCM data Insight ETL Catalog
Windows 08 x64
Report Server
RHEL 5.4 x64

Excel
Resource Data
Spreadsheet

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Rational Insight Integration

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Insight integration with IBM CLM – JTS #1

Leverages CLM’s native REST service
Key benefit: OSLC compliant

Insight communicates directly with the CLM point product APIs to extract data
Key benefit: Any CLM database changes are transparent to Insight’s configured ETL jobs

https://qvmw174.ratl.swg.usma.ibm.com:9443/qm/secure/servi
ce/com.ibm.rqm.integration.service.IIntegrationService/resourc
es/JKE+Banking+%28Quality+Management%29

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Project Name



XML Mapping from CLM (e.g. RQM) to Insight

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From CLM, a User exports pre-configured XML mappings, ETL jobs, Framework
model and report designs and imports them into Insight
Key benefit: Allows users to get deployed and realize value quickly (plug & play)

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Insight configured to JTS authentication
Key benefit: No need to manage additional authentication mechanism
Users will only see the data in Insight that they have access to in CLM

Single Sign-On Support
Key benefit: One login to CLM will be inherited to Insight and vice-versa

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Leverages REST service integration
Key benefit: OSLC compliant

Insight communicates directly with the CLM point product APIs to extract data
Key benefit: Any database changes are transparent to Insight’s configured ETL jobs

From CLM, a User imports pre-configured XML mappings, ETL jobs, Framework
model and report designs into Insight
Key benefit: Allows users to get deployed and realize value quickly

Note: Integrating with multiple JTSs changes the way you setup authentication
Note: The importing of multiple JTS/CLM deployment artifacts scenario varies
depending on what versions of CLM you are running

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Insight integration with Subversion

SVN log extracts repository data to XML file
Use shell script to automate the extraction from SVN to XML file

15



Insight integrates directly with the XML file using XML ODBC Driver
Key benefit: Same tool, same process using XDC as CLM

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Extracting SVN data and loading into Insight (ETL)
Key benefit: Reuse existing ETL, Data warehouse, Framework collateral OOTB

17


Insight integration with Excel

Leverages ODBC Connectivity via MS Excel Driver
Simplistic setup
Use the “Define Name” function to simulate database tables

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What does all this data mean?

How can I make intelligent decisions
based on this data?

Have I realized Business Intelligence?

19


20


Enterprise Reporting
In
Rational Insight

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The Power of Enterprise Reporting in Insight
Executive Dashboard Views

22



Traceability

23



Trending

24



Drill-throughs for Lower Level Detail Visual Alerts

25


Versatile & Customizable Solution

Custom Attributes & Categories
Customize Insight to report on your custom fields
Operational data
Data Marts (trending)

26


Best Practices
&
Lessons Learned

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Environmental Limitations
Insight Developer tools require a Windows machine
Installing Insight on Linux requires an installation of a unixODBC driver (using 32-
bit libraries) to support the RQM Live reporting functionality
Cognos Data Manager Network Service is not supported under 64-bit architecture
All other Data Manager components can run using 32-bit engine

Oracle client must be 32-bit architecture – installed using “Administrator install”
option

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Using Oracle as DBMS for Insight
Confirm 32-bit library installation
Confirm System environment variables are set correctly
Confirm Websphere Application Server environment entries are set correctly
Oracle & Redhat library dependencies

29



Data Warehouse Query Optimization in Oracle
Problem: As a data warehouse increases in size, one may face some performance
problems with querying
Solution: Create a bitmap index
Result: The majority of the star queries running in the data warehouse will use a
query execution strategy known as the star transformation. The star transformation
provides very efficient query performance for star queries.

CREATE BITMAP INDEX F_TXTF_CHGMET_BIX
ON RIDW.F_TEXT_FILE_INCIDENTE_METRICS(PROJECT_ID)
LOCAL NOLOGGING COMPUTE STATISTICS;

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Insight / JTS Security Mechanism
Insight can be configured with multiple namespaces, however only one Jazz
namespace, one JTS (currently)
Solution: Configure Insight’s security mechanism directly to the organization’s company-wide
authentication system (e.g. LDAP)
Drawback: You will lose the single sign-on capability between Insight & CLM tools
Drawback: You must account for the security check difference
With JTS authentication, Insight uses ‘Email’ against REFERENCE_ID
With LDAP authentication, Insight uses ‘Full_Name’
Potential Solutions:
Modify the VW_PROJECT_RESOURCE_LOOKUP (view in database)
Modify the ‘Contributor’ CLM ETL fact to load the ‘Full_Name’ into the ‘Reference_ID’

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Managing Multi-JTS Insight collateral (with different versions)
XDC, ETL, FM
Import both 3.0.1.1 & 3.0.1.2 collateral
Drawback: Some manual manipulation
Drawback: Two sets of collateral to maintain
Positive: Multi-JTS is still achievable

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Adding RICALM Schema to Insight Data Warehouse
You need to point CLM to RIDW database
Comment: We should provide an alternative method (e.g. script) that does this as a manual option

33



Avoiding Duplicate Entries for Dimension data in Different
Sources
e.g. Project Name

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Avoiding Duplicate Entries for Dimension data in Different
Sources
Leverage the mapping tables in Data Manager

35



Excel
If the number of rows or columns increase, that data will be excluded from extract
Solution: Increase the span of the table in Excel to include these new rows
Drawback: A very manual process

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CLM Data Dictionary
Use this to understand how the CLM data maps to the Insight data model

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Resource Allocation
Identify a minimum of two people to own/manage the deployment
Developer – Back end work: product integration, data extraction, data transformation,
Data Warehouse loading, Data modeling
This person could also play the role of Administrator

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

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www.ibm.com/software/rational

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www.ibm.com/software/rational

© Copyright IBM Corporation 2012. 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.

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Deploying Rational Insight in a Heterogeneous Environment

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