Enterprise reporting with Rational and non-Rational products. This segment will discuss and demonstrate the benefits of using the Rational Insight solution for enterprise reporting from Rational and non-Rational data sources. One section will cover Insight’s flexibility and how it can leverage different data source integration methods such as REST and ODBC, to extract data not just from Rational products such as Requisite Pro and but also non-Rational and open source products such as Hudson, Bugzilla, Sonar, and Excel. Another section will cover the benefits of compiling all of this disparate data in an automated fashion from various data sources into one Insight dashboard view, which provides an organization with a higher level of visibility and detail into their software development projects and activities. A final section will cover best practices and overall benefits of implementing one unified reporting solution with Insight across an entire organization, showing the time, effort, and financial savings.

1. The IBM Rational Insight
Reporting Solution
Enterprise Reporting with IBM Rational
and Non-Rational products
June 6th, 2011
Marc J. Nehme
Rational Reporting Engineer, Unleash The Labs
mjnehme@us.ibm.com
PPM-1288
June 5–9 Orlando, Florida

2. The Premier Event for Software and Systems Innovation
Agenda
 Key Takeaways
 Reporting Challenges
 What is Rational Insight?
 Integration
 Compiling your data
 Demo
 The Rational Insight Reporting Solution
 Questions
2 © 2011 IBM Corporation

3. The Premier Event for Software and Systems Innovation
What You'll Learn
1) Rational Insight's ability to provide clear and concise metrics and
visibility from your organization's various data sources and tool
sets via automation
2) Rational Insight's open architecture and flexibility with product
integrations, both Rational and non-Rational
3) Rational Insight best practices and overall benefits as a universal
reporting solution
3 © 2011 IBM Corporation

4. The Premier Event for Software and Systems Innovation
Reporting Challenges
 Organizational process/unity
 Different departments, different processes
 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
 $$$
4 © 2011 IBM Corporation

5. The Premier Event for Software and Systems Innovation
Reporting Challenges
 No structure for data capture / reporting process
 Manual process
 Inaccurate / unreliable data
 Level of effort / Time consuming
 $$$
 Outdated metrics
5 © 2011 IBM Corporation

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What is Rational Insight?
 IBM Rational’s Performance Measurement Offering
 An Enterprise Reporting solution that gets consistent metrics from
across an organization to objectively measure status and progress
 Measure program, project, and team-level progress against pre-
defined business objectives
 Multiple views of an organization’s goals
 Identify high-priority items
 Report & Dashboard elements
6 © 2011 IBM Corporation

7. The Premier Event for Software and Systems Innovation
Key Benefits
 Increased Transparency
 Increased Reliability
 Cross-product reporting
 Trending & history (DW model)
 Real-time data (Live model)
 Custom dashboards
 OOTB Reports
 Web-based tool
7 © 2011 IBM Corporation

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Architecture
 Based on Cognos 8 BI platform, industry proven technology
 Leverages web architecture
 Data Integration
 REST architecture (adapter)
 REST (native)
 Direct DB access
 Generic XML
 Very open architecture and wide-range compatibility
8 © 2011 IBM Corporation

9. The Premier Event for Software and Systems Innovation
Rational Insight – The Enterprise Reporting Solution
Architecture Change
Requirements Management Management Configuration
Management Management
Project Build
Management Management
Portfolio Quality
Management Management
REST API - native REST API – adapter
XML ODBC
XML – ODBC Mapping | DB Access
DataStream DataStream
Reporting Server
Extract, Transform, Load Data Warehouse
Self Service
Report Authoring
CxO Process Lead Project Manager
9 © 2011 IBM Corporation

10. The Premier Event for Software and Systems Innovation
Integration with Rational Insight
10 © 2011 IBM Corporation

11. The Premier Event for Software and Systems Innovation
The Rational Insight Flow
JIRA
1
O
D
2 XDC
Your Dashboard
B
C
EXCEL
3 ETL
X
DataStream
M
L Reporting
DataStream
RQM 5
R 4 Framework
E
S
T
11 © 2011 IBM Corporation

12. The Premier Event for Software and Systems Innovation
Integrating a Data Source with Insight
 REST Service (adapter) – uses Insight Data Services
 Ex: Rational RequisitePro, Rational ClearQuest, HP Quality Center
 REST Service (native) – uses point product's REST service
 Ex: Rational Quality Manager, Rational FocalPoint
 Generic XML
 XML documents
 ODBC – direct database access
 Ex: JIRA, Microsoft Excel
➔
Wide-range compatibility
➔
Leverages web architecture
12 © 2011 IBM Corporation

13. The Premier Event for Software and Systems Innovation
Integrating a Data Source with Insight
REST Service
 Adapter - Uses an adapter (set of java classes) that plugs into the Insight
Data Services REST API, which then integrates with the point product API
 Native - Uses point product's native REST service
 IBM Rational XML Data Configuration tool
Points to the Insight
Data Services Server
OR the data source's
REST interface
Adapter Schema Database
13 © 2011 IBM Corporation

14. The Premier Event for Software and Systems Innovation
Integrating a Data Source with Insight
REST Service
 Expose source data from point product schema and map to relational table
columns
14 © 2011 IBM Corporation

15. The Premier Event for Software and Systems Innovation
Integrating a Data Source with Insight
ODBC
 Must catalog the remote database or add the ODBC data source as
System DSN on the Insight Server
DB2 database Excel data file
15 © 2011 IBM Corporation

16. The Premier Event for Software and Systems Innovation
Integrating a Data Source with Insight
ODBC
 Access the point product database directly from IBM Cognos Data Manager
16 © 2011 IBM Corporation

17. The Premier Event for Software and Systems Innovation
Compiling Your Data into
Rational Insight
17 © 2011 IBM Corporation

18. The Premier Event for Software and Systems Innovation
JIRA The Rational Insight Flow
1
O 2 XDC
Your Dashboard
D
B
C
EXCEL
3 ETL
X
DataStream
M
L Reporting
DataStream
RQM 5
R 4 Framework
E
S
T
18 © 2011 IBM Corporation

19. The Premier Event for Software and Systems Innovation
Compiling You Data into Rational Insight
XML Data Configuration
 Expose data and define mapping templates
 Define one xdc file per data source
ETL
Data
Sources
19 © 2011 IBM Corporation

20. The Premier Event for Software and Systems Innovation
JIRA The Rational Insight Flow
1
O
D
2 XDC
Your Dashboard
B
C
EXCEL
X
3 ETL
DataStream
M
L Reporting
DataStream
RQM 5
R 4 Framework
E
S
T
20 © 2011 IBM Corporation

21. The Premier Event for Software and Systems Innovation
Compiling You Data into Rational Insight
The ETL Process – Extract, Transform, Load
 A process that extracts data from your data source(s), transforms the data
to meet operational needs, and loads that data into a data warehouse
DataStream DataStream
EXTRACT TRANSFORM LOAD
21 © 2011 IBM Corporation

22. The Premier Event for Software and Systems Innovation
Compiling You Data into Rational Insight
Extract, Transform, Load data via Data Manager
Load F
Extract
R
A
X M
D E
C W
O
R
K
Transform
22 © 2011 IBM Corporation

23. The Premier Event for Software and Systems Innovation
JIRA The Rational Insight Flow
1
O
D
2 XDC
Your Dashboard
B
C
EXCEL
3 ETL
X
DataStream
M
L Reporting
DataStream
RQM 5
R 4 Framework
E
S
T
23 © 2011 IBM Corporation

24. The Premier Event for Software and Systems Innovation
Compiling You Data into Rational Insight
Map the Data Warehouse data to a framework via Framework Manager
 Map your data to a framework
 Publish package
R
E
D P
W O
R
T
I
N
G
24 © 2011 IBM Corporation

25. The Premier Event for Software and Systems Innovation
JIRA The Rational Insight Flow
1
O
D
2 XDC
Your Dashboard
B
C
EXCEL
3 ETL
X
DataStream
M
L Reporting
DataStream
RQM
5
R 4 Framework
E
S
T
25 © 2011 IBM Corporation

26. The Premier Event for Software and Systems Innovation
Compiling Your Data into Rational Insight
Create / Run Reports
26 © 2011 IBM Corporation

27. The Premier Event for Software and Systems Innovation
www.ibm.com/software/rational
27 © 2011 IBM Corporation

28. The Premier Event for Software and Systems Innovation
Topology
Oracle JIRA server
ReqPro server Insight
Insight Report Server
Insight Data
Services ETL Server
DB2
RQM server
Excel data DB2
DW, Content Store
28 © 2011 IBM Corporation

29. The Premier Event for Software and Systems Innovation
The Rational Insight
Reporting Solution
29 © 2011 IBM Corporation

30. The Premier Event for Software and Systems Innovation
The Rational Insight Reporting Solution
Challenges Addressed
 Improved visibility across organization
 Identify high priority items
 Unified solution across an organization
 Process improvement (data capturing)
 Roll-up of data will be relative
 Users have a central location where metrics are accessible
 Web-based tool
 View, run, create reports and dashboards
 Stakeholders can access on demand
 One reporting product to learn (save $ on training and resources)
30 © 2011 IBM Corporation

31. The Premier Event for Software and Systems Innovation
The Rational Insight Reporting Solution
Challenges Addressed
 Live metrics
 On-Demand reports
 Cross-product reports
 Highly customizable solution
 Multiple views/levels or metrics
 Industry proven BI platform
 Automated solution
 Increased reliability
 Time/effort savings $
31 © 2011 IBM Corporation

32. The Premier Event for Software and Systems Innovation
Other Benefits of Rational Insight
Out of the Box Collateral
 XML data mappings
 ETL fact builds, dimension builds, jobs
 Framework Manager projects
 Data Warehouse structure
 Reports and Dashboards
32 © 2011 IBM Corporation

33. The Premier Event for Software and Systems Innovation
The Rational Insight Reporting Solution
Best Practices and Lessons Learned
 Utilize the OOTB collateral to avoid rework and/or leverage it as a guide –
significant time savings
 Understand the OOTB fact and dimension builds (in Data Manager) and
what they do – avoids rework
 Review the the OOTB DW tables – during development, you’ll be familiar
with the tables and columns captured
33 © 2011 IBM Corporation

34. The Premier Event for Software and Systems Innovation
The Rational Insight Reporting Solution
Best Practices and Lessons Learned

Identify a minimum of two people to own/manage
the deployment

Developer role – Back end work: product
integration, data extraction, data transformation,
Data Warehouse loading, Data modeling

Report Author – Front end work:
Dashboard/report designs, everything the end
user will see
34 © 2011 IBM Corporation

35. The Premier Event for Software and Systems Innovation
The Rational Insight Reporting Solution
Best Practices and Lessons Learned

Prior to extraction, understand the basics of the data source’s purpose,
what it is capturing, and its schema
35 © 2011 IBM Corporation

36. The Premier Event for Software and Systems Innovation
The Rational Insight Reporting Solution
Best Practices and Lessons Learned

Leverage the versatile integration capabilities of Insight –
REST, ODBC, XML

Integrating with Excel can be helpful and painless if
crucial data is stored in xls sheets and is needed to be
reported on in Insight

Create tables in Excel sheet, integrate with Insight via
ODBC driver, business as usual
36 © 2011 IBM Corporation

37. The Premier Event for Software and Systems Innovation
www.ibm.com/software/rational
37 © 2011 IBM Corporation

38. The Premier Event for Software and Systems Innovation
Daily iPod Touch giveaway
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www.ibm.com/software/rational
© Copyright IBM Corporation 2011. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any
kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor
shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the
use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates
and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to
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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.
39 © 2011 IBM Corporation