® ibm software group © 2007 ibm corporation ibm rational asset manager a definitive software...
Post on 19-Dec-2015
217 Views
Preview:
TRANSCRIPT
®
IBM Software Group
© 2007 IBM Corporation
IBM Rational Asset ManagerA Definitive Software Library for Governing Enterprise Assets
Carlos Ferreira - Product Manager Rational Asset Manager
IBM Rational software | Client programs
2
Important Disclaimer
© Copyright IBM Corporation 2009. 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.
IBM Rational software | Client programs
3
Agenda
Why a Definitive Software Library? Concepts
Configuring Rational Asset Manager for Your Use
IBM Rational software | Client programs
4
Agenda
Why a Definitive Software Library? Concepts
Configuring Rational Asset Manager for Your Use
IBM Rational software | Client programs
5
Managing assets to get more value out of your enterprise
Tivoli CMDB
Portfolio Manager
WebSphere Service Registry
Wikis & Sharepoint
Build ForgeRational
Team Concert
Subversion
ClearCaseWSDLWSDL
SLASLA
Encryption Encryption ComponentComponent
To reduce outages by understanding the impact of operational change on
business & technical assets with Tivoli CCMDB & WebSphere
Administrators in Operations
To reduce risks by automating architecture reviews and adoption
With System Architect
Enterprise Architects
To quickly find solutions by searching in docs like Viso, Word, PDF & others in With
Sharepoint and Wikisor Related Requirements in Req Pro & Doors
Business People
To reduce defects by sharing the correct test data & virtual environments
With Rational Testing Solutions
Testers
To reduce development costs by sharingData Models Business Processes & proven
Reference ArchitecturesWith Rational Software Architect, Data
Architect and WebSphere Business Modeler
Architects
EndpointEndpoint
To reduce development costs and legal risks by re-using only
approved components With Eclipse, Build Forge & Rational
Team Concert
Developers
ServiceService
Gold Gold BuildBuild
Software ImageSoftware Image
Business Business ProcessProcess Test DataTest DataData ModelData Model
Rational Asset Manager
IBM Rational software | Client programs
6
What is an asset and how are you managing them? When zero, one or more set of work products are shared or referenced to meet a
recurring need from one or more stake holders Organizational asset collaboration and understanding
Which types of assets and how are they related?
What set and version of work products?
What meta data is required and from which repository?
What is asset version?
Organizational asset governance
Who can see and use?
Who needs to review?
What policies must be met?
Organizational asset discovery and maintenance
How to harvest assets?
How to find assets?
Which assets do I maintain and how?
Save time finding & maintaining asset metadata
Save time finding & maintaining asset metadata
Reduce costly risksReduce costly risks
Reduce solution delivery and maintenance costs
Reduce solution delivery and maintenance costs
IBM Rational software | Client programs
7
Tasks
Create, publish, search & use assets
Publish and Review
Develop Propose Identify Business
Need
Useor
Deploy
Retire or create new version
Understand Impact of change
Harvest assets
Measure asset performance
Report Policies
Build Measure asset performance
BusinessBusiness OperationsOperations
Definitive Software LibraryManage published software and business assets like..
DevelopmentDevelopment
Rational Rational Software Software ArchitectArchitect
ArchitectArchitect
WebSphere WebSphere Integration Integration DeveloperDeveloper
DeveloperDeveloper RFTRFTRPTRPT
Clear-Clear-QuestQuest
TesterTester
Eclipse
Rational Rational Method Method
ComposerComposer
Project ManagerProject
Manager
SCM
Bus Process
Bus Case
SLA
Deploy Plan
Install Guide
Tuning GuideTest Results
Design Model
Doc of UnderstandingService Specification
Application Release
Data Model
RequirementsWikisSharepoint CMDB UDDI Registry
MicrosoftMicrosoft
System System ArchitectArchitect
All RolesAll Roles
Portfolio Portfolio MgmtMgmtInsightInsight
Reporting Reporting
Business Manager
Business Manager
Virtual Image VM
Third Party Binary
TivoliTivoliCCMDBCCMDB
Deployment Manager
Deployment Manager
Service Service RegistryRegistry
SOA ArchitectSOA Architect
Web-Web-layerslayers
Policy ManagerPolicy
Manager
Build Build ForgeForge
Build MgrBuild Mgr
BuildsDefects
Reference Arch
Policies
WebSphere WebSphere Business Business ModelerModelerReq ProReq Pro
AnalystAnalyst
Enterprise Arch
Open Source Jar
Test Data
IBM Rational software | Client programs
8
Asset management customer adoption pointsAdoptions Points
Ad Hoc Definitive Software Library Governed Planned
Opportunities Catalog Knowledge
Management
SOA Broker assets
Asset planning Enterprise
Architecture
Process and Roles
None Publish guidelines Review Webmaster Business &
Technical Roles Evangelist
Asset reviews, change control, certification, policies & impact analysis
Business analyst Other technical roles
Platform & Architecture Reviews
Lines of Business managers or CTOs
Enterprise Architect
Architecture and Design
None Opportunistic
Some guidelines J2EE, .Net Policy enforced
architecture
Domain-specific architectures
Reference architectures
Designed for reuse Patterns
Tools and Technology
Wiki’s Sharepoint
server Web Server
Cloud Asset analysis Self-use repository Business Intelligence Asset types
Controlled & federated repositories
Reengineering and harvesting tools
Open source 3rd party libraries
Frameworks Domain-specific
asset libraries Plan Reports
Increasing ROI & Asset Use
IBM Rational software | Client programs
9
Rational Asset Manager v7.2 ALM integrations
Storage
RAM Services
Software Development PlatformSoftware Development Platform
RADRADWebSphere WebSphere Integration Integration DeveloperDeveloper
RFTRFTRPTRPT
TivoliTivoliCCMDBCCMDB
Rational Rational Software Software ArchitectArchitect
RSDRSDRSMRSM
ArchitectArchitect DeveloperDeveloper TesterTester
Deployment Manager
Deployment Manager
RAM Web ClientRAM Web Client
All RolesAll Roles
Metadata
RAM Asset Management ServerRAM Asset Management Server
SQL Server
DB2
RAM Eclipse RAM Eclipse Client & Plug-inClient & Plug-in
Eclipse
Business Manager
Business Manager
eWAS
CVS
ClearCase
RTC/File system
WebSphere WebSphere Service Service
Registry & Registry & RepositoryRepository
DeveloperDeveloperRational Rational Method Method
ComposerComposer
Project ManagerProject
Manager
Publish, search,, & impact analysis
Asset Management PlatformAsset Management PlatformIncludes RUP for Asset Based Development
Oracle
Rational Rational Asset Asset
AnalyzerAnalyzer
DeveloperDeveloper
LDAP
ClearQuestClearQuestStarTeamStarTeam
All RolesAll Roles
WebSphere WebSphere Business Business ModelerModeler
AnalystAnalyst
Rational Team Concert
Integrations Integrations provided as servicesprovided as services
WeblayersWeblayers
Policy ManagerPolicy
Manager
BuildForgeBuildForgeBuild MgrBuild Mgr
AN
T
Report Policies
Submit and
query change
requests
Create. modify, use & review cloud assets
RAM administration
Build execution
Subversion by Clearvision
Create, publish, search & use assets
CaliberCaliberRequisite ProRequisite Pro
All RolesAll Roles
Link Requirements
with assets
Rational Rational InsightInsight
Business Manager
Business Manager
Harvest assets
Measure performance
IBM Rational software | Client programs
10
RAM Architecture – Minimal Components
Storage
RAM Services
DeveloperDeveloper
Metadata
RAM ServerRAM Server
DB2
RAM Plug-in
Eclipse
WAS
Filesystem
RAM Web ClientRAM Web Client
All RolesAll RolesBusiness Manager
Business Manager
•RAM administration
RAM Services
Your intended use of RAM impacts the
product components, integrations and
architecture
Browser
IBM Rational software | Client programs
11
RAM Demonstration
Asset Search
Asset Creation and Maintenance Gili Mendel and Simon Release manager – JSF Component
Asset Governance Connie Common Services Manager – reviews JSF Component
Asset Usage Using assets within development – Gili uses JSF Component
Asset Planning Impact analysis
IBM Rational software | Client programs
12
Addressing the challenges of each Asset Lifecycle phase
Cost overruns caused by creating similar assets multiple times
Time consuming to create and find assets
Inefficiencies caused by poor collaboration across teams
Costly decisions caused by incorrect asset information in spreadsheets
Rational Asset Manager Can Help You
Developer
Architect
Business Analyst
Tester
Find and use assets
Be notified about asset activity
Automate creating, cataloging and maintaining assets
Create, maintain, find and use assets!
Asset Search & Creation
IBM Rational software | Client programs
13
Asset Governance
The establishment of Chains of responsibility to empower
people
Measurement to gauge effectiveness
Policies to guide the organization to meet their goals
Control mechanisms to ensure compliance
Communication to keep all required parties informed
Rational Asset Manager capabilities enabling
governance:
Notifications, Subscriptions, Discussion Forums, Integrations, Ratings
Communities, Lifecycle Approvals, Roles
Impact Analysis, Metrics, Reporting & Categories
Policies, Communities, Information Model, Asset Versioning, ANT
Access Control, Lifecycles, Asset Types, Relationships L
IBM Rational software | Client programs
14
Major RAM Concepts
The major RAM concepts include Information Model/Schema for Asset Governance
Assets
Communities
Understanding these concepts and how they relate to each other, enables our ability to configure the repository
IBM Rational software | Client programs
15
What is a Community?
A community is a targeted audience (users and roles) for assets
allows you to control asset access, compliance and lifecycle for that community
A community may be aligned on organizational boundaries, or for a role, or a project, and so forth.
Assets belong to and are shared within communities
Users belong to a role in a community
Asset Scope
Service Development Community
Business Analyst
Community
Division X Community
The repository is typically created for an asset scope.
IBM Rational software | Client programs
16
RAM Logical Model Configured to support multiple asset management scenarios and usage templates
Lifecycle
* Specialized by Community
*
*
IBM Rational software | Client programs
17
Configuring RAM for your intended Usage Template(s) A process should be followed to configure RAM
The Asset Governance process describes some tasks and workproducts to aid proper RAM configuration
Planning• Preparation• Funding
Asset Governance
Tasks
• Types & Rules
Definition
• Access Control• Workflow
• Gov Board
Enablement• Organization• Environment
Measurement• Activity• Cost
Create our initial plan & decisions.
Define policies,
determine how we will implement.
Implement plan.
How are we doing?
Phases
Describe• Communities, roles, access control and users• Asset policies and versioning• Asset reviews & lifecycles• Asset types, structure and categorization• Asset migration
Determine• Organizational readiness
Describe• How people discover assets• Runtime environment• Training
Describe
• Reports and metrics to measure ROI and value
IBM Rational software | Client programs
18
Configuring RAM for your intended Usage Template(s)
Asset policies and versioning
Communities, roles, access control and users
Asset lifecycle, reviewers and policies
Ho
w p
eop
le dis
co
ve
r ass
ets
Asset types and structure
Reports and metrics
IBM Rational software | Client programs
19
Agenda Concepts
Configuring Rational Asset Manager for Your Use Information Model
Asset Types
Category Schemas
Relationship Types
Asset Attributes
Import / Export
IBM Rational software | Client programs
20
Information Model
The information model is defined at the Repository level, and can be specialized at the Community level
Rational Asset Manager
Community 1
Asset Types
Roles, Users
Lifecycle & policies
Category Schemas
Forums
Connections
AssetsCommunity AdminCommunity 2
Asset Types
Roles, Users
Lifecycle & policies
Category Schemas
Forums
Connections
AssetsCommunity Admin
Asset Types
Relationship Types
Asset Attributes
Category Schemas
Repository AdminRepository
Reuse repository-level configuration in Community 2
Reuse other repository-level configuration in
Community 1
Refine Category Schema & Asset Types for
Community 1
IBM Rational software | Client programs
21
Information Model: Asset Types An asset type describes the structure of assets, an asset is of one asset type
When defining asset types Examine which RAM usage templates are relevant to you
Create asset types from the perspective of the target asset consumers and other stakeholders
Type: Service InterfaceWho: Architect defining service
Who: Dev building appCategory Schemas:
SOAGeography
Artifacts:Service definition file.WSDLMessage definition.XSDInterface definition.XSDService interface model.emxService document.doc
Type: Service Test SuiteWho: Dev submitting the serviceWho: Dev reusing serviceWho: Service reviewerArtifacts:
Service Test ScriptService Test Case
Type: Service ImplWho: Dev submitting serviceWho: Asset Admin for deployArtifacts:
Deployment descriptorService component.EARImport servicesExport services
Asset Attributes:Runtime context
Example Asset Types representing a Service
relationshipType: Service DesignWho: Architect designing svc
Artifacts:Service design model
Best practice
IBM Rational software | Client programs
22
Information Model: Asset Types
Level of granularity for an asset is driven by: Different rates of change in portions of the asset
Different required reviewers or lifecycle in portions of the asset
Different owners or required metadata for portions of the asset
Different policies or access permission for each artifact/file that is part of the asset?
Different reporting required for portions of the asset
Best practice
IBM Rational software | Client programs
23
Category schemas are a form of communication
A perspective or the business or technical domain or …
Used by asset consumers to discover assets Like language, technology
Used by asset producers to report on assets Like geography
Used to constrain Asset Types
Lifecycles, Review Processes
Roles and access permissions
When defining category schemas, do so from the perspective of asset consumers
intended reports
other stakeholders
Information Model: Category Schemas
Best practice
IBM Rational software | Client programs
24
Automate setting asset categories using XML artifacts
IBM Rational software | Client programs
25
Information Model: Relationship Types Asset relationships are bi-directional
When defining the relationship type in the repository, define both ends
Relationship Types can be used as constraints on Asset Types
Specify a range to make it easier to relate multiple versions of an asset that exist now or in the future
Asset Type: Service Interface
Artifacts: - creditmgmt_v1.wsdl - …Category schemas: - SOA > Service Spec - Geography > North AmericaAsset attributes: - Namespace = http://credit... - …
Credit Mgmt Svc Interface
Asset Type: Service Impl
Artifacts: - creditmgmt.ear - …Category schemas: - SOA > Reference Imp - Geography > North AmericaAsset attributes: - Runtime context = WAS 6.1 - …
Credit Management Impl
Has an Implementation
Has a Service
Interface
IBM Rational software | Client programs
26
Information Model: Relationship Types Use descriptive relationship labels
Use a range of asset versions when specifying a relationship to make it easier to maintain asset compatibility with future asset versions
Best practice
IBM Rational software | Client programs
27
Information Model: Asset Attributes The core metadata elements for assets in the repository are defined by RAS
(Reusable Asset Specification)
Asset Attributes are associated with Asset Types Contain either strings or pre-defined lists
Enter attributes and categories before Asset Types
Defined at repository level Associated with Asset Types, as required or optional
Best practice
IBM Rational software | Client programs
28
Information Model : Attributes
Custom attributes now have a type. Currently supported types are: Number - type in a number or use the spinner control to increment or decrement the
value.
Boolean - check or uncheck a checkbox
Text - type in a value or, if the attribute has preset values, select a value from a list (this is how custom attributes have been represented in previous releases)
Date - type in a date or choose a date from a date picker.
XML Binding - automatically set based on an XML artifact
IBM Rational software | Client programs
29
Federate across Jazz Repositories & link to resources See an asset’s related Jazz resources like RTC plan items, defects and requirements etc.
Understand asset quality critical to determining asset usage
IBM Confidential
IBM Rational software | Client programs
30
Information Model: Asset Attributes Read Only Attributes
Are useful for assets federated from other repositories
Federated asset information needs to created as read only attributes that are not modifiable by others who update and augment the federated asset with additional metadata
Best practice
IBM Rational software | Client programs
31
Information Model – Automate setting asset attributes using XML artifacts
IBM Rational software | Client programs
32
Improved SOA Support – XML Search
Add indexing rules for XML attributes
Use new XML search syntax 'attribute:(element[name=value])' to search within XML documents. attribute:(targetNamespace=*ram*)
attribute:(schema[targetNamespace=*ram*])
attribute:(types/schema[targetNamespace=*ram*])
Save time searching for assets
Reduce duplicate assets by being able
to find them first
IBM Rational software | Client programs
33
Remember you can automate maintaining asset metadata Bulk update asset metadata
Search for assets
Choose bulk operation Change asset type
Change owner
Change attribute
Change category
Change community
Reduce time to maintain assets
Keep assets up to date and useful to
provide value
IBM Rational software | Client programs
34
RAM – Minimal Configuration
There are only a few required elements to be configured to use RAM
RAM configuration scales to support many asset management scenarios
Rational Asset Manager
Community 1Roles, Users
AssetsCommunity Admin
Asset Types
Relationship Types
Repository AdminRepository
Must have 1 community defined
In that community, must have 1 role defined and 1 user defined
Must have 1 asset type defined and 1
relationship type defined
Start with as minimal of a configuration as possible, grow from there.
Don’t over engineer add based on user feedback and demand.
Demand explanations why another community is needed.
Best practic
es
IBM Rational software | Client programs
35
Information Model: Import / Export using Asset Libraries
Assets and their associated information model elements can be shared with other RAM repositories like suppliers
The repository administrator creates asset libraries
Rational Asset Manager
Assets
Information Model
Asset Types
Relationships
Asset Attributes
Category Schemas
…
Asset Library
RAM Automatically imports required
Information Model
Chose Assets
RAM API can update the Information model (as well as work with assets)
IBM Rational software | Client programs
36
Agenda
Concepts
Configuring Rational Asset Manager for Governance Libraries
Import / Export
SOA Asset Library
IBM Rational software | Client programs
37
Create and share asset and libraries
Export Asset Libraries Search & select assets for
export
Exports assets and their associated meta data including Assets
Communities
Categories
Asset Relationships
Asset Types
Asset Attributes
Review (no lifecycles in RAM v7.2)
Import Asset Libraries RAM comes with a SOA Asset
Library
IBM Rational software | Client programs
38
Sample SOA Asset Library The catalog contains repository configuration and assets
Saves time deploying Rational Asset Manager for SOA
Can be used as template to determine asset governance
Administrator imports sample SOA configuration
Repository Admin
Rational Asset Manager
Category SchemasBusiness Domain: Classifies a sample business domain. DMAIC Process: A representation of the iSixSigma process, allowing the classification of assets to align the phases. Geography: Categorizes planet earth. Rational Unified Process: A category schema of the Rational Unified Process, including phases, work products. SOA: A description of SOA elements, including strategy, reference architectures, and service specs. Technology_Hardware: A decomposition of hardware. Technology_Software: A decomposition of software.
ArchitectureAsset Case StudyBusiness ProcessCase for ChangeComponentDB DesignDev Time Policy
MinutesPresentationRequirementService DesignService ImplService InterfaceService Test
Asset Types
AggregationContained byDepended on byDependencyFulfilled byImplementationSpecifiesTestTutorialValidated by
ParentContainsDependsDependentFulfillsSpecificationRealizesTest forTutorial forValidates
Relationship Types
Asset GovernanceDevelopment contextLocal nameMessaging ProtocolNamespace namePresentation File TypeRequirements ReferenceRuntime contextService Description ProtocolService Transport ProtocolsSupport contactTest Plan ReferenceTests performed
Custom Attributes
7 category schemas
14 asset types
10 relationship types
13 custom attributes
IBM Rational software | Client programs
39
Sample SOA Asset Library
Rational Asset Manager
Community: Service Development
AssetsAccount Mgmt DBAccount Mgmt Service DesignCredit Mgmt ArchitectureCredit Mgmt Service DesignCredit Mgmt Service ImplCredit Mgmt Service Interface
Review ProcessesService Interface ReviewService Implementation ReviewService Design Review
Peter Jensen, Service Dev Mgr
Bill Walker, Architect, Service Dev
Master Admin,Community Admin
Community: Repository Configuration
AssetsAsset Versioning PolicyCategory SchemasRepository Workflow SpecsSOA Asset Type SpecsSOA Community Map
Master Admin,Community Admin
Community: Service Test
AssetsCredit Mgmt Test
Review ProcessesService Test Review
Master Admin,Community Admin
Janet Smith, Service Tester
Jill Allred, Business Analyst
Community: Service Analysis
AssetsAccount Mgmt Busn ProcessCredit Mgmt Case for ChangeCredit Mgmt Service Case StudyReview ProcessesBusiness Process Review
Master Admin,Community Admin
15 assets4 communities
IBM Rational software | Client programs
40
Agenda
Concepts
Configuring Rational Asset Manager for Governance Asset Versioning
IBM Rational software | Client programs
41
Asset Versioning Every asset’s artifacts are cached in
the repository
Versioning is handled at two levels Asset
Artifact
Asset Each asset can be versioned in the
repository
Asset versioning is dictated by the policies of the organization
Artifact Artifacts can be located and versioned in
Rational Team Concert, ClearCase, CVS
TeamConcert / ClearCase /
CVS
- System Requirement- System Design- Sub Sys Requirement- Sub Sys Design
- Readme doc- XYZ JAR file
- Test case document- Test data file- Test script file
V 2V 1
V 2.1
V 3
V 3V 1
V 2V 1
V 1
Reference
Reference
Reference
Rational Asset Manager
- System Requirement- System Design- Sub Sys Requirement- Sub Sys Design
V 2V 1
V 2.1
V 3
Asset Name: XYZ Design SpecVersion: 2
Art
ifact
s
- Readme doc- XYZ JAR file V 3
V 1
Asset Name: XYZ ComponentVersion: 2.5
Art
ifact
s
- Test case document- Test data file- Test script file
V 2V 1
V 1
Asset Name: XYZ Unit TestVersion: 1.5
Art
ifact
s
Asset Artifacts
Cache
IBM Rational software | Client programs
42
Asset Versioning Policy Identify what kinds of changes to an asset require a
new asset version to be created For example, one approach to consider is to define
structural changes versus non-structural changes
Structural changes would require a new asset version, non-structural changes would not require a new asset version
Example: Structural changes Asset name(?), version, changes to artifacts or new
artifacts, relationships
Example: Non-structural changes Asset name(?), description, classification, and
supporting artifacts (readme files, …)
Determine these policies early and communicate them through the community home page These decisions can impact governance, review
processes, and asset management costs to the organization
AssetClassification
Descriptors: Name/Value pairs
ContextDomain, Development, Test, Deployment, and so on…
UsageUsage Instructions & ActivitiesFilling Variability Points
Related AssetsAssociation, Aggregation, Dependency, Parent
SolutionArtifacts
Requirements, DocumentsModels, Code, Tests…
NameVersionDescription
Asset Overview
Name Desc State Ver Profile
Non-structural meta data
Non-structural meta data
Non-structural meta data
Structural meta data
Structural meta data
Structural meta data
Best practice
Best practice
IBM Rational software | Client programs
43
Tip – When to create, modify or duplicate asset versions? Create a new asset version
When you need another version of the asset and still keep older or existing version of the asset.
Create a new asset When you truly want another asset.
Modify an existing asset When you edit the existing contents of the asset and only keep a single published version.
Duplicate an asset When you need to create a new asset and you want to jump start the process of creating
the asset by utilizing an existing asset that already has many of the asset relationships, categories or artifacts you want in the new asset
See
http://rationalassetmanager.wordpress.com/2009/04/20/tip-when-to-create-modify-or-duplicate-assets/
IBM Rational software | Client programs
44
Agenda Concepts
Configuring Rational Asset Manager for Governance Communities
Customizable community home page
Access control and roles
Lifecycle & Review processes
Policies
IBM Rational software | Client programs
45
Criteria For Creating A Community
You create a Community when you identify a target audience which has (or wants to use) assets which need to be governed.
The community may be built along many different boundaries. Organization: you may create a community based on the organization chart.
Role: you may create a community based on some common role (Analyst) that crosses organizational boundaries.
Project: you may create a community based on a project, or initiative, although this is often a less permanent boundary, the overhead and organization may be justified.
Consider creating a public free access Community to allow your target audience to share and be educated on how to use RAM.
Best practice
Best practice
IBM Rational software | Client programs
46
Customizable Community Home Pages When users come to
the repository they often don’t understand many things about the repository
Guide community users attention to Key assets to use
Discussion forums
Community overviews
Tags
Configuration
Asset types
Category schemas
Asset version policy
Workflows and review processes
Best practice
IBM Rational software | Client programs
47
Access Control
Can access
Jill in the Role of Business Analyst in the Analyst
Community
Analyst Community
Rational Asset Manager
Service Testing Community
PermissionsCreateUpdateSearch
ConstraintsAsset Type = Business ProcessCategory Schema = Financial Services
Role: Business Analyst
Asset Type: Business Process
Artifacts: - Business Process ModelCategory schemas: - Financial Services > …
Open Account Process
Role: Tester
PermissionsCreateUpdateSearch
ConstraintsAsset Type = Test
Asset Type: Business Process
Artifacts: - Business Process ModelCategory schemas: - Business Planning > …
To Be: Sales Management
Cannot access
Jill in the Role of Tester in the Service Testing
Community can access assets of type Test
Access control defines what you can do in the repository and with what assets you can work.
User Group A
User: Jill
User Group B
User: Jill
IBM Rational software | Client programs
48
Role
The metamodel for roles is illustrated below, and supports the following semantics A Community owns Roles A Role has permissions in RAM A Role may be constrained to one or more Asset Types A Role may be constrained to one or more Category Schema Elements A User Group is assigned one or more Roles A User is assigned one or more Roles
owns
constrainedto
constrainedto
assigned
assigned
3c. How is the view of the metamodel linked to roles management?
IBM Rational software | Client programs
49
Role Permissions Community Asset Review Board Allows user to be on the Asset Review Board.
Create assets Users can create new assets in the repository.
Delete assets Users can permanently delete assets from the server.
Download assets Users can download assets. Includes searching, reading details, and browsing assets.
Forums admin Users can administer forums for an asset (if assigned to an asset role) or administer all forums and forum connections in a community.
Publishing admin Users can perform publishing actions for an asset (if assigned to an asset role) or perform all publishing actions (including publishing connections) in a community.
Read asset details Users can view asset details and contents.
Search assets Users can search for assets.
Subscribe to assets Users can subscribe to assets.
Update assets Users can update assets.
IBM Rational software | Client programs
50
Single Asset Entitlement
Provides fine grained access controls to individual assets Asset permissions by user or group include: search, read, download
IBM Rational software | Client programs
51
Legacy Asset Review Processes The flow selected depends on the configuration of
the repository and on the stated intention when the asset is submitted
User: Jill
Business Process
State: AS-ISOpen Account Process “AS-IS”
Business Process
State: APPROVEDOpen Account Process
for Approval, but no review process defined
Business Process
State: Plan ReviewOpen Account Process
Business Process
State: Evaluate ReviewOpen Account Process
Business Process
State: DRAFTOpen Account Process
Business Process
State: APPROVEDOpen Account Process
Business Process
State: ReviewOpen Account Process
Approve
Rejectwith Review Board enabled, using built-
in review process
Business Process
State: CQ State 1Open Account Process
Business Process
State: CQ State NOpen Account Process
Business Process
State: DRAFTOpen Account Process
Business Process
State: APPROVEDOpen Account Process
Approve
Rejectusing CQ-driven review process
Business Process
State: DRAFTOpen Account Process
Business Process
State: APPROVEDOpen Account Process
Business Process
State: ReviewOpen Account Process
Approve
Rejectbuilt-in review
process
Submit asset…
IBM Rational software | Client programs
52
Organizing Review Processes
Create a collection of processes and order them to support the asset lifecycle
Best practice
IBM Rational software | Client programs
53
Custom Asset Lifecycle
Lifecycle configuration: Name & description
Entry conditions for each lifecycle:
Asset type
Categories
Review board members
Users
– User groups
– Asset owners
IBM Rational software | Client programs
54
Custom Asset Lifecycle
For each lifecycle state configure:
Asset access permissions by user
View
Modify
Download
Review
What policies will run
IBM Rational software | Client programs
55
Custom Asset Lifecycle
For each lifecycle action configure conditions that determine if the transition can be taken
Users that can transition/modify the asset
Number of approvals
Number of rejections
Policy results
Asset type
Categorization
What policies will run
IBM Rational software | Client programs
56
Custom Asset Lifecycle Details
Review an asset with other users
Make comments
Vote
See policy results and asset lifecycle event history
Add on the fly reviewers and collaborators
IBM Rational software | Client programs
57
New out of the box lifecycles
Specification
IBM Rational software | Client programs
58
New out of the box lifecycles
Business Case Implementation Release Business Solution
Document of Understanding
IBM Rational software | Client programs
59
Creating a new Lifecycle Note: Creating new workflows is only available when using Enterprise server licenses. A Standard server license does not support custom workflows; only the
predefined workflows can be used. You can use IBM Rational Team Concert (RTC) to create a new workflow that you can use to configure new lifecycles in IBM Rational Asset Manager. With the Rational Team Concert version 2.0 Eclipse client, you can create a new workitem and a new workflow, bind them, and save your changes to create a new
workflow that is available on Rational Asset Manager. You can download the Rational Team Concert Eclipse client from jazz.net. Prerequisites: - Rational Team Concert Eclipse client version 2.0 or later must be installed. You can download the client from jazz.net. - You must know the server URL. Use the same URL as the one that is specified in Rational Asset Manager on the Configuration page for the Rational Team
Concert server. (Administration > Configuration > Internal Rational Team Concert Path > Path). You must use the same server URL for the Rational Team Concert connection that is set for the instance of the Rational Team Concert server that was supplied with Rational Asset Manager. Use the same Web server admin credentials to log in to Rational Team Concert when you create the new workflow.
- You must know the username and password for the Web server admin permissions. To create a workflow: 1. Download RTC Standard Edition Client from Jazz.net. From the Rational Team Concert client, connect to the Rational Team Concert server that was supplied
with Rational Asset Manager. You must use the same server URL for the Rational Team Concert connection that is set for the Rational Team Concert server that was supplied with Rational Asset Manager. To find the URL, click, Administration > Configuration > Internal Rational Team Concert Path > Path
You must use the same Web server admin credentials to log in to this new connection. You must connect to the "RAM Lifecycle" project area the first time in your Rational Team Concert client. Afterwards, if you are connected, you will see the "RAM Lifecycle" project area.
2. Click the RAM Lifecycle > Process Configuration tab 3. Create a new Work Item Type and Category a. Under Configuration, select Project Configuration > Configuration Data > Work Items > Types and Attributes b. To create a new work item category, next to the Choose the Type Category to edit, click Add and enter a name for the work item category. This name (ID)
must be unique. c. You must also add a work item type to a category. Under Work Item Types, click Add. (The Work Item Type is what will be visible as a Workflow in RAM.) d. In the Add Type window enter a work item type name and ID (for example, "MyWorkItemType" and "MyWorkItemTypeID"). Note: The workflow item type name can be any name that you specify but it will be displayed as the workflow in Rational Asset Manager (not the workflow category
name or the work item type category). The ID must be unique e. In the Custom Attributes section, you must add three required attribute types: - Click Add, select Reuse Existing Attribute, and from the list choose Asset link. Click OK. specify these three required - Click Add, select Reuse Existing Attribute, and from the list choose Active state history .Click OK. - Click Add, select Reuse Existing Attribute, and from the list choose Repository id. Click OK. f. Click Save.
IBM Rational software | Client programs
60
Creating a new Lifecycle (cont) 4. Create a new Rational Team Concert workflow a. In Rational Team Concert, in the Project Area, click Configuration Data > Work Items (advanced) > Workflows b. To create a new workflow, under Choose the Workflow to edit click Add, and enter an ID. c. In the name field, enter a Name for the Workflow. d. Create the state transition model. - To create a state click States; then click Add and name the state. Repeat this step for each state in your workflow. - To create a transition, click Transitions; then click Add and name the transition. Repeat this step for each transition in your workflow. - A Start action is required. From the list, enter a state for the Start action by choosing an existing state or creating a new one. Optional: You can add icons. They are not required but using them can help make the asset display in Rational Asset Manager more understandable to users. e. Click Save. 5. Bind the new workflow and new workitem category. a. Select Configuration Data > Work Items > Workflow Bindings. b. From the lists, select the names of the work item type category and workflow that you created in the previous steps. c. Click Save. You are finished with creating the new workflow.
6. To make your new workflow available in Rational Asset Manager, you can restart Rational Asset Manager (or you can wait ten minutes for the caches to be cleared or select Tools > Reset caches to clear the caches. Note: In version 7.2, the cache is only cleared on the server that the user is logged into if running in a cluster).
7. To validate that the new workflow is available, log in to Rational Asset Manager as an administrator and select Administration and under Communities select a community. For the given community click Lifecycles > New Lifecycle.
In the list of workflows, you should see the name of the workflow that you created. Additional notes: There is an in-memory cache of workflows in Rational Asset Manager. It is cleared after 10 minutes, but if Rational Asset Manager is recycled it picks up an updated
copy of the workflows from the Rational Team Concert server. You can also use the Tools page and click the Reset Caches button. Though I do notice now that this will be a problem in a cluster environment. This will only clear the cache on the one server, it won't clear the Rational Team Concert cache on other servers in the cluster. I need to open a defect on this.
If after Rational Asset Manager is recycled the new workflow is not visible then the workflow may not be configured correctly and you must use the Rational Team Concert client to make the necessary updates (for example, if you did not specify a unique ID for your workitem). Log back in to Rational Team Concert and review the details of the new work item and workflow to ensure you specified a unique workitem type name and the required attributes, a workflow Start action, and a correct state transition model. Make changes as needed, save them, restart the Rational Asset Manager server and recheck to see if the workflow is available.
IBM Rational software | Client programs
61
Creating a new lifecycle (cont)
IBM Rational software | Client programs
62
Policy
Allows automation of policy enforcement
Enforce a policy During a review
Asset Submission
Asset Publish
Timer
Lifecycle state transition
Other scoping conditions Asset Type
Category
Report on policy compliance
Integrates with external policy management tools like WebLayers
IBM Rational software | Client programs
63
Policies Help Info. Center
http://publib.boulder.ibm.com/infocenter/ramhelp/v7r1m1/topic/com.ibm.ram.doc/topics/t_use_custompolicy_api.html
Java docs are not in the help in RAM v7.1.1 but in the policy jar files.
RAM v7.2 We have added the Policy Java doc to our Help Info Center.
Tutorial on developing policies. http://rationalassetmanager.wordpress.com/2008/12/24/tutorial-webcast-on-building-
policies-in-ram-v711/
IBM Rational software | Client programs
64
Communities – Low Governance and High Governance
Start with RAM instance for practice, learning “On Boarding” Test out repository policies and governance assumptions Give a place for people to learn Watch where they “walk”
What asset types they create What communities they create What category schemas they create Explain how they move to production..
Create a production RAM instance Refine repository policies and governance assumptions Migrate “good” assets from on-boarding RAM instance to
production RAM instance Create communities which support as-is, open marketplace
asset Let the rating systems bubble up high-value assets
Transition high-value assets to governed communities Provide support for assets Track asset consumers Conduct impact analysis
RAM pre-production
instance
RAM production instance
As-is Communities
High Value, Governed
Communities
Little governance More
governance
Best practice
IBM Rational software | Client programs
65
RAM Demonstration
Asset Search
Asset Creation and Maintenance Gili Mendel and Simon Release manager – JSF Component
Asset Governance Connie Common Services Manager – reviews JSF Component
Asset Usage Using assets within development – Gili uses JSF Component
Asset Planning Impact analysis
IBM Rational software | Client programs
66
Addressing the challenges of each Asset Lifecycle phase
SLA violations and slipped schedule caused by not being able to understand how asset changes have an impact on development assets
Rational Asset Manager Can Help You
Avoid duplicate assets
Ensure asset reviews occur
Automate asset policy compliance and reporting
Prevent unapproved asset use, changes or deployment
Understand asset relationships and impact of change
Notify stakeholders of asset plans and needs
Control asset compliance and use!
Asset Governance
Need to control and eliminate “rogue services” and unapproved open source or licensed library use
Compliance is important but manually reviewing assets is costly and error prone
COE Architect
COE Architect
Operations Manager
IBM Rational software | Client programs
67
Addressing the challenges of each Asset Lifecycle phase
Need to reduce costs by retiring unused assets
Rational Asset Manager Can Help You
Report on asset usage
Quantify ROI
Understand the impact of retiring an asset
APIs to automate getting and setting asset metadata
Improve asset return on investment
Asset Planning
Need better ROI by funding assets that are driving revenue and are being used LOB
Managers
Reduce costs by sharing asset development costs with others who also need similar capabilitiesProduct
Manager
LOBManagers
Time consuming to share asset plans and information in format all the stakeholder wantProduct
Manager
IBM Rational software | Client programs
68
Visual Browse and Impact Analysis A critical part of governance is to understand the impact of a change
RAM illustrates what assets are impacted and what people are impacted
IBM Rational software | Client programs
69
Agenda
Concepts
Configuring Rational Asset Manager for Governance Impact Analysis, Metrics, Reporting
IBM Rational software | Client programs
70
Metrics and Reporting
Rational Asset Manager manages usage metrics at two levels Asset
Repository
Community
Asset metrics are viewed in Eclipse and Web clients by administrators and other users Amount of time to produce an asset
Expected time to reuse and asset
Total downloads
Average downloads for assets of given type
Unique downloads, Build usage, Browse usage, artifact downloads
Artifact browses
IBM Rational software | Client programs
71
Metrics and Reporting (2)
Repository statistics Reports are viewed in Web client by
administrators
Reports can be downloaded into .csv file formats
Reports Repository Contents
Asset Activity
User Activity
Search History
Activity Audit
Generate audit for over 35 activities across date range
Who did what, when, with what asset
IBM Rational software | Client programs
72
Asset Reporting
Improved asset reporting Trending
Used in Build
View versus download
Names that used asset
Community level reporting similar to repository level reporting for community administrators
IBM Rational software | Client programs
73
Community Reporting Community level reporting similar to repository level reporting for community administrators
IBM Rational software | Client programs
74
Integration with Rational
Insight reporting using RAM
Report URLs
IBM Rational software | Client programs
75
Sample Insight Report pulling from RAM
IBM Rational software | Client programs
76
Eclipse Reporting
(BIRT)
Crystal Reports
BRIO Reports
Command Line
Interface
ANT Script
Cognos …
RAM Report URLs
Using report tools accessing the RAM APIs
See backup slides for details on this topic
RAM API
StorageMetadata
RAM ServerRAM Server
SQL Server
DB2
WAS
CVS
ClearCase
Filesystem
Oracle
Sample Clients
RAM API
- XML Data URLs
- Java
- Web Service
Reports should be created while the information model is being
created to validate the information model
Best practice
IBM Rational software | Client programs
77
Agenda
Concepts
Configuring Rational Asset Manager for Governance Notifications, Subscriptions, Discussion Forums
IBM Rational software | Client programs
78
Notifications, Subscriptions, Discussion Forums
Rational Asset Manager generates notifications for review processes
Subscriptions Per asset
Per search criteria
Notifications sent on periodic basis
RSS Feeds Per asset
Per search criteria
Notifications sent per event to RSS reader
Discussion Forums Per asset
Per community
IBM Rational software | Client programs
79
RAM Demonstration
Asset Search
Asset Creation and Maintenance Gili Mendel and Simon Release manager – JSF Component
Asset Governance Connie Common Services Manager – reviews JSF Component
Asset Usage Using assets within development – Gili uses JSF Component
Asset Planning Impact analysis
IBM Rational software | Client programs
80
Addressing the challenges of each Asset Lifecycle phase
Need to reduce costs by retiring unused assets
Rational Asset Manager Can Help You
Report on asset usage
Quantify ROI
Understand the impact of retiring an asset
APIs to automate getting and setting asset metadata
Improve asset return on investment
Asset Planning
Need better ROI by funding assets that are driving revenue and are being used LOB
Managers
Reduce costs by sharing asset development costs with others who also need similar capabilitiesProduct
Manager
LOBManagers
Time consuming to share asset plans and information in format all the stakeholder wantProduct
Manager
IBM Rational software | Client programs
81
Agenda
Concepts
Configuring Rational Asset Manager for Governance Integrations
Tivoli CCMDB
WebSphere Service Registry & Repository
Rational Team Concert, ClearCase, CVS
ClearQuest
ANT scripts, BuildForge
IBM Rational software | Client programs
82
IBM Registries/Repositories
Service Development Service DeploymentService Discovery Service Development Lifecycle
Other Service Endpoint Registries / Repositories
Runtime RepositoryRuntime Service Discovery
UDDIRegistries
Infobased
Services
Other External
Reg / Rep
Development Registries
Rational ClearCase
Rational ClearQuest
Operational Efficiency & Resilience Configuration Data Discovery Managing change
Service Management
Rational Asset Manager
WebSphere Service Registry & Repository
Tivoli Change and Configuration Management
DB“IBM's federated metadata management strategy is visionary”
Publish Synchronize
Rational Team
Concert
IBM Rational software | Client programs
83
The connection to WSRR is configured in the community
The service documents are published from RAM to WSRR
WebSphere Service Registry and Repository (WSRR)
Publish
Rational Asset Manager
Service Development Community
My Serviceoverview.docmodel.emxservice.wsdlservice.xsd
Tester
Publish
WSRR: Test Registry
service.wsdl
service.xsd
My Service
service.wsdl
service.xsd
Synchronize
AdministratorConfigure service registry connection
Service Tester Community
Rational Asset Manager
Service Development Community
WSRR: Test Registry
WSRR: Production Registry
WSRR: Production Registry
“Host”“Port”“Login”“Owner”
WSRR: Governance Registry
IBM Rational software | Client programs
84
ClearQuest Integration Integrates with ClearQuest (CQ) to track defects on assets
CQ connections are configured per community
CQ fields are mapped to RAM fields
Administrator
Review Process
Community
ClearQuestRational Asset Manager
Forum
Configure connection to CQ
Defect, …
ConnectionsConfigure connection to CQ Record Type
Query
Configure connection to CQ Query
Review, …
Configure connection to CQ Record Type
for Asset Review
Configure
1
2
3
IBM Rational software | Client programs
85
Command line Ant Tasks – Sample tasks
Allows build, deployment
and test automation to
utilize RAM command
line tasks to maintain,
update and use assets.
Submit
Modify
Download
Update
Relate
See Back up slides for
deep dive on this topic.
IBM Rational software | Client programs
86
© Copyright IBM Corporation 2007. 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, the on-demand business logo, Rational, the Rational 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.
Learn more at: IBM Rational software IBM Rational Client Programs IBM Rational Software Delivery Platform Process and portfolio management Change and release management Quality management
Architecture management Rational Solutions Rational trial downloads Leading Innovation Website IBM Rational TV IBM Rational Business Partners
IBM Rational software | Client programs
87
Backup
®
IBM Software Group
© 2007 IBM Corporation
Reporting With Rational Asset Manager v7.1.1
Carlos Ferreira Product ManagerMatthew Vestal Developer
IBM Rational software | Client programs
89
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
90
RAM Reporting – Out of the box
Reporting is available at the Repository Level & Asset Level
Asset level – Downloads, activities, asset search
IBM Rational software | Client programs
91
RAM Reporting – Out of the box Repository Level – Must be an repository administrator
IBM Rational software | Client programs
92
Demo – Out of the box reporting
Asset reporting
Repository reporting
IBM Rational software | Client programs
93
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
94
Custom Reports - URLs What does the whole report URL look like?
http://ramvmware:9081/com.ibm.ram.repository.web.ws.was/reporting/subscription|asset:guid={4AB0266F-E87A-1DA0-A844-10755F3BEAA0}
Reporting Base URL is different than RAM Web page URL use Repository location url:
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was
What are you trying to do?
/reporting
What type of report? trying to figure out who is subscribed? /subscription
What asset?
|asset:guid={DEBE61D8-190D-EF9B-5684-90AACEBABEFA}
Use the on-line help to figure out what other options are available http://publib.boulder.ibm.com/infocenter/ramhelp/v7r1m1/index.jsp?topic=/
com.ibm.ram.web.doc/topics/t_create_url.html
IBM Rational software | Client programs
95
RAM Report URL XML document https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/s
ubscription|asset:guid{BA375C8FF-D1A8-B23E-84BA-3F5D9A2DDE5C}
IBM Rational software | Client programs
96
Report Permissions?
You can see the report data for the assets you own.
You can see the report data for other assets that you have access to via the web client
You cannot not see report data with regards repository level reports like activity unless you are an repository administrator or looking at repository reports on your own activity
To share your report information consider using RAM Cached URL artifacts explained later
IBM Rational software | Client programs
97
But how do you read the RAM XML report data?
Use a browser to view the XML Easy but not readable
Use Microsoft Excel to format the report data Easy – but not limited by the amount of data that can be displayed
Use HMTL to format the report data More flexible for laying out reports
Requires some HTML and Javascript skills
Uses a browser and a web server to display results must be on same RAM server
Use Birt or other reporting server like Rational Insight More scalable and flexible – More complex – requires Birt Technical skills
Requires a separate web server and application
IBM Rational software | Client programs
98
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
99
Using Microsoft Excel
Get the data into Microsoft Excel using Data Web Queries
Create a separate data worksheet with the raw data
Create a pivot table on an Excel new worksheet to format data further
Pick the columns and rows that you want in your report
Save the report. Next time you reopen the spreadsheet it will ask you if you want to refresh your Web Query.
IBM Rational software | Client programs
100
Demo – Microsoft Excel Report URLs
IBM Rational software | Client programs
101
Demo – Microsoft Excel Report URLs
Create a separate data worksheet with the raw data
IBM Rational software | Client programs
102
Demo – Microsoft Excel Report URLs Create Pivot Table
Highlight Select Data
Select menu Pivot Table from the Data Menu
Hide rows you don’t want
IBM Rational software | Client programs
103
Microsoft Excel RAM Reporting – Dates
Drop the timestamp into the pivot table.
1. Change the timestamp cells / column to a number format with no decimal places
2. In an open cell /column insert the following formula =(<cell number>+7200000)/86400000+25569 where cell number refers to the cell where the timestamp resides. (This formula changes the UNIX timestamp number to a Excel timestamp number).
3. Change the format of the cell to the date format you desire (i.e. dd/mm/yyyy hh:mm)
4. Hide the column with the timestamp info
IBM Rational software | Client programs
104
Create a Pivot Table to see download activity by asset and users who downloaded
Use web client to search for assets you want download reports for using the Web Client
Create a report URL using search short cut
Append the download activity identifier
Create an Microsoft Excel pivot table to see who has done download activity on a set of assets. Add AssetGUID to Count,
Add assetName Top Row
Add Asset ActivityUserName to Left Column
IBM Rational software | Client programs
105
Is there an easy way to create a report URL? Use Search Shortcut feature to automate creating the Report URL
from the RAM Search
Scope what assets you want to include in your report by searching for assets with web client and then using Search Short Cut. For example: assets are in a "Rational Sales and Technical Community" in an Approved
state and that are of Asset Type Presentation.
Repository Location URLhttps://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/
Use the search wizard asset:shortcut=ramSearch:
(1fState,approved$fType,presentation$fGroup,rational_sales_and_technical_community)
Add the option search short cut URL filter asset:shortcut=ramSearch: by using the search clipboard.
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/asset:shortcut=ramSearch:(1fGroup,rational_sales_and_technical_community$fState,approved)
IBM Rational software | Client programs
106
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
107
Combine report data by joining multiple URL report options
Query results can be joined with other parameters like an asset activity downloads. Append the activity parameters using the | pipe symbol
For example Rational Sales Assets returned let us see what type of activity is going on those assets.
Append an option call assetActivity to the base URL and specify The activity id. For example download is tid=610 you can see a complete list of
activity ids in the online help. Search on "activity report"
Use Online help http://publib.boulder.ibm.com/infocenter/ramhelp/v7r1m0/index.jsp?topic=/com.ibm.ram
.web.doc/topics/t_create_url_assetactivities.html
then select the topic "Defining asset activities reporting URLs"
Prepend the option assetActivity:tid=610|
In 7.1.1.1 you can report on multiple activity types by using tid=(610,650)
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/assetActivity:tid=610|asset:shortcut=ramSearch:(1txt%2Cowner%3A%28CARLOS+M.+FERREIRA%29)
IBM Rational software | Client programs
108
Demo
Appending asset download activity and Search URL shortcut
IBM Rational software | Client programs
109
What are other report URL append options? How to getting the name of a community?
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web/admin/group/users.faces?gid=10
How to get the time interval for an activity? http://www.dracon.biz/timestamp.php
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/assetActivityty:tid=610,fromTime=1214886372791,toTime=1217561172791|asset:shortcut=ramSearch:(1fGroup,lorem_ipsum_dolor_sit)
Data format XML data
JSON data
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/settings:format=json|subscription:guid=%7B23856A50-49C8-7D1D-EAA3-E325DFA085DB%7D,version=7.1.1+M1
Relationship, guid, version and depth https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/
relationship:guid={9F05F9FD-5C09-F692-3F09-80E57E9D0501},version=1.0,depth=4
NOTE: Leaving off version gets report data for all versions of the asset
IBM Rational software | Client programs
110
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
111
RAM HTML Reports
RAM ServerReport URL
Browser
Asset
Asset ArtifactReport URL
Asset ArtifactReport Format HTML page
RAM ServerAsset URL
RAM XML report data
RAM Asset URL
Asset ArtifactCache Report URL
IBM Rational software | Client programs
112
RAM HTML Reports
Report URL Options 2 options for getting the XML data for your report using report URLs. Go directly go the RAM server using the report URL. This is the simplest
and fastest way to create a report. Reports that require authentication will then prompt the user for a user id and password.
Go to cached report URL artifact in the RAM asset. Provides better performance and access but requires more steps.
Reports that Require User Credentials can use report URL cached artifacts Create an cached asset artifact that points to a RAM report URL. Make
sure that in your HTML reports that you then reference a RAM cached artifact instead of report URLs on the RAM server.
Report URL cached artifacts provide several benefits. Reduce the report processing load on your RAM server
Share report data with users that wouldn’t normally be able to see the data
IBM Rational software | Client programs
113
Create an HTML page to render RAM URL results
Sample MyAssetDownloads.html report xmlDoc document object in JavaScript that you modify to point to your own RAM server URL or RAM Report URL Cached Artifact.
You can modify the file using Notepad
Make sure to save the file as text with an HTML file extension.
IBM Rational software | Client programs
114
Use the Report Templates Assets To Create Your Own HTML Reports
Use the samples here and tutorial here: http://rationalassetmanager.wordpress.com/2009/01/05/easy-html-reports-for
-rational-asset-manager/
To create these reports
Who is browsing the assets I am producing
Who is downloading the assets
Who has downloaded this asset
Who has browsed this asset and how often
Who has subscribed to this asset
Asset activity over time graph
IBM Rational software | Client programs
115
HTML Reports Demo
IBM Rational software | Client programs
116
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
117
Reporting with BIRT
What is BIRT?Business Intelligence and Reporting Tools "BIRT is an open source Eclipse-based reporting
system that integrates with your Java/J2EE application to produce compelling reports."
"BIRT has two main components: a report designer based on Eclipse, and a runtime component that you can add to your app server. BIRT also offers a charting engine that lets you add charts to your own application.”
http://www.eclipse.org/birt/phoenix/intro/
IBM Rational software | Client programs
118
Reporting with BIRT
Data Data Sources
Data Sets
Data Cubes
Report elements Charts
Lists
Crosstab
IBM Rational software | Client programs
119
Reporting with BIRT
Data source Use RAM data by creating a
XML Data Source Can point to local XML file or
directly to data URL Best practice: Use local files
while designing report and for historical data
IBM Rational software | Client programs
120
Reporting with BIRT Data set
Map data from XML to rows and columns in the data set
IBM Rational software | Client programs
121
Reporting with BIRT
Data cube Group data by dimensions
Used for cross tabulation
IBM Rational software | Client programs
122
Reporting with BIRT
Resources Detailed tutorial
http://www.ibm.com/developerworks/exchange/dw_entryView.jspa?externalID=806&ca=drs-ce
BIRThttp://www.eclipse.org/birt/phoenix/
BIRT Exchangehttp://www.birt-exchange.com/
IBM Rational software | Client programs
123
What will you learn?1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs• Using Microsoft Excel Web Queries in Excel• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
IBM Rational software | Client programs
124
Where you and customers can get more information
Webcast – Tutorial on Reporting with Microsoft Excel http://rationalassetmanager.wordpress.com/2008/09/30/reporting-using-micr
osoft-excel-and-rational-asset-manager/
Webcast – Tutorial on Reporting with HTML http://rationalassetmanager.wordpress.com/2009/01/05/easy-html-reports-for
-rational-asset-manager/
External RAM Forums visible by customers http://www.ibm.com/developerworks/forums/forum.jspa?forumID=1122
top related