Give your community owners the reports they really need

Give your Community Owners the Reports
they really need!

©2013BelsoftAG|www.belsoft.ch
Legal disclaimer
§ This is a TECHNICAL session
§ You will see some lines of code
-> if you feel offended you can still leave the room
§ I‘m not a developer
-> my coding is awful
§  Views and opinions expressed are mine alone and do not represent the official views
of my employer (my boss has no clue what I’m talking about)
§ I’m a kind of Administrator but if you do Connections you will turn out to be a
-> see next slide
Get off the Visitors WiFi,
I need it for my live demo!

About me
kbild.ch
xing.com/profile/Klaus_Bild
twitter.com/kbild
linkedin.com/in/kbild

Agenda
§ Metrics overall system architecture
1.  Prepare your environment
2.  Define the custom report & check dimensions/events
3.  Create Report
4.  Insert Chart
5.  Define data items
6.  Add data items to axes
7.  Format the chart
8.  Filter data / work with parameters
9.  Add Report to Community Report list
§ Parameters / Expressions / Some examples

Metrics overall system architecture
Connections
Activities
Communities
Files
Forums
Wikis
Blogs
Profiles
Dogear
Cognos BI Server
Content
Manager
Report Studio
Framework
Manager
Transformer
Cognos Metrics
Models & Reports
Metrics Component
Events
Capture Raw Metrics DB
Power Cube
User

Before we start a performance trick
§ Yes, Cognos HW requirements are enormous
but there are some tricks to speed up report creation:
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/
Reduce_the_community_metrics_request_waiting_time_in_IBM_Connections_4.0_Metrics
i.e. „last quarter“ and all people groups were removed...

Before you start read this (aka RTFM)
§ Connections 4.0 Metrics Reports Introduction - http://goo.gl/CHSsn
Lists all 110 reports (50 community reports)
§ Using the Metrics application in IBM Connections 4.0 - http://goo.gl/r1oF7
Did you know that there are right click actions?
§ PowerCube dimensions - http://goo.gl/OR04d
§ Community report customization for
Connections 4.0 Metrics - http://goo.gl/ObcYF
§ Create new Cognos metrics report - http://goo.gl/ROFgt
§ Customizing reports based on the events
captured in Metrics4.0 - http://goo.gl/dvXF0

1. Prepare your environment
§ Open http://cognosserver.example.com:port/cognos/servlet/dispatch/ext
§ Create a folder for your custom reports

§ Look at the the actual reports and don‘t use same names for your custom reports
'jobtemplate’ & 'jobtemplate1’ in Public Folders > IBMConnectionsMetrics > Metrics > static & click on „Set properties“

§ Start the Report Studio via Launch menu
§ Choose the Metrics folder as package source
-  If you don‘t see the link for
Report Studio or the welcome screen
use an alternative browser
-  I would recommend to use Firefox Version 3.5/3.6!

2. Define the custom report & check dimensions/events
§ Define the report on paper
§  Data for Community Wiki/Blog/Forum
§  Number of visits per App
§  Date range (hours, day, week)
§  Line chart
#visits
Blogs, Forum, Wiki

§ Cross check Powercube dimensions http://goo.gl/OR04d
§ Regular dimensions
-  DATE: This is a time dimension, which indicates the time that an event was generated. This dimension break down time into year, month, week, and day levels.
-  SOURCE: This dimension indicates the application that generated the event.
-  SCOPE: This dimension indicates the scope of the content that is referred to by the event.
-  ITEM: This dimension indicates the type of the content that referred by the event.
-  EVENT: This dimension indicates the action of the event.
-  COMMUNITY: This dimension indicates the community that the event happens.
-  UNIQUE EVENT: This dimension indicates the action of the event in the calculation of unique people and content.
-  ATTRIBUTE1: The categories of this dimension comes from the specified attribute of profile, and this can be customized by system administrator.
-  ATTRIBUTE2: The categories of this dimension also comes from the specified attribute of profile, and this can be customized by system administrator.
-  ATTRIBUTE3: The categories of this dimension also comes from the specified attribute of profile, and this can be customized by system administrator.
§ Measure dimensions
-  EVENT_COUNT: This measure dimension is used for the calculation of event counting.
-  DAILY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in day level.
-  WEEKLY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in week level.
-  MONTHLY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in month level.
-  DAILY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in day level.
-  MONTHLY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in month level.
-  WEEKLY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in week level.
-  INITIAL_COUNT: This measure dimension is used for the calculation of initial count.
-  ZERO: This measure dimension represents 0 in the calculation.
No report for hour of day possible

§  Download „Events&Reports in Metrics.ods“, check if data is captured in events: http://goo.gl/So73x
Events List&Basic Reports
What? Details Which entries?
Which action?
Action type for calculations?
Used in which report? Source app?
Calculated Reports

§  MEASURE : EVENT_COUNT
§  ITEM : DEFAULT
§  EVENT: VISIT
§  SOURCE : BLOGS, FORUMS, WIKIS
§  DATE : DAY/WEEK/MONTH/YEAR level from 'DATE' dimension
y-axis
Series
x-axis
Number of visits
App
Date range

3. Create Report
§ Start with an empty report
or

4. Insert Chart
§ There are 81 different chart types!
(Column, Bar, Progressive, Pareto, Line, Pie/Donut, Area, Combination,Scatter/Bubble/Point, Radar/Polar, Gauge, Metrics
Range, Microchart)

§ App (BLOG, FORUMS, WIKIS)
5. Define data items
set ([BLOGS],[FORUMS],[WIKIS])

§ App (BLOG, FORUMS, WIKIS)

§ Number of visits (DEFAULT, VISIT, EVENT_COUNT)
.../ITEM/ITEM/Members/DEFAULT
.../EVENT/EVENT/Members/VISIT
.../Measures/EVENT_COUNT
tuple([DEFAULT],[VISIT], [EVENT_COUNT])

6. Add data items to axes
First we use all months as data range

7. Format the chart

8. Filter data / work with parameters
-> right now we have number of visits to all blogs/forums/
wikis for all months
We want to restrict the data to the actual community and
use the date range of the view selector

filter([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME] ,
[METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME].[COMMUNITY
NAME - Category Code]=?dcommunityid?)
?dcommunityid? -> this parameter will take the actual
community id and will pass it to the report

uplevel, upnum, endDate -> this expression will
give us the date range of the view selector
lastPeriods(?upnum?, ancestor(#'[METRICS_TRX_CUBE].[DATE].[DATE].
[DAY]->:[PC].[@MEMBER].['+ prompt('endDate', 'integer') +']'#,
#prompt('uplevel', 'integer')#))

§ Date range

9. Add Report to Community Report list
§  On the Cognos dashboard find the 'jobtemplate1' under folder Public Folders >
IBMConnectionsMetrics > Metrics > static and click on „Set properties“

§  On the Connections server check out and edit the reports-config.xml file
§  Check in reports-config.xml
§  Add your custom labels to com.ibm.connections.metrics.ui.strings.ui.properties file
(inside the customization/strings folder)
Name of custom report
(case sensitive!)
Unique name Label string

§  Go to you Connections environment and open up the Metrics page of a Community, you
should now see the new Category and your custom report
§  Click on „Update metrics“ to see results of your custom report

Parameters
§ dcommunityid = Category Code of actual Community
§ communityid = CommunityID of actual Community
§ endDate = Yesterday
§ coverinvaliddate, installedapps, lclocale, metricsstartdate, range, rangetype,
showuserinfo, sourceid, spanweeks, uplevel, upnum
§ Standard views:
-  Last 7 days -> upnum 7, uplevel 0, range 7, rangetype D
-  Last 4 weeks -> upnum 5, uplevel 1, range 4, rangetype W
-  Last 12 months -> upnum 12, uplevel 2, range 12, rangetype M
-  All years -> upnum 100, uplevel 3, range 0, rangetype A

Parameters
§ i.e. installedapps -> create a report for all used apps inside a community
-  _-1_ -> Related Communities
-  _1_ -> Activities
-  _2_ -> Blog
-  _3_ -> Bookmarks
-  _5_ -> Files
-  _6_ -> Forum
-  _12_ -> Wiki
-  _15_ -> Ideation Blog
-  _19_ -> Media Gallery
§ i.e. lclocale -> use for language specific settings
if( ?installedapps? contains '_1_' )
then ([ACTIVITIES]) else (NULL)

Expressions / Some examples
§ Show communities that were created in a certain week:
filter([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], tuple([COMMUNITIES],
[COMMUNITY], [CREATE], [EVENT_COUNT], [5/8])>0 )
§ Return "Last Week" as the week variable
prevMember(parent( #'[METRICS_TRX_CUBE].[DATE].[DATE].[DAY]->:[PC].[@MEMBER].['+
timestampMask($current_timestamp,'yyyymmdd') +']'# ))
§ Date Range - Show the last 6 months
lastPeriods(6, closingPeriod([METRICS_TRX_CUBE].[DATE].[DATE].[MONTH]))
§ Total in-/active communities (not created or updated within variable „Date Range“)
total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME],
total ((tuple([CREATE])+tuple([UPDATE])) within set [Date Range]) = 0))
total ((tuple([CREATE])+tuple([UPDATE])) within set [Date Range]) > 0))
same and no vists within „Date Range“
total ((tuple([CREATE])+tuple([UPDATE]) +tuple([VISIT])) within set [Date Range]) = 0))
total ((tuple([CREATE])+tuple([UPDATE]) +tuple([VISIT])) within set [Date Range]) > 0))
§ How many people have updated the photo in their profile
tuple([PROFILES] , [PROFILE.PHOTO] , [USER_UPDATE] , [WEEKLY_UNIQUE_USER] , [4/7] )

Additional remarks
§  Not all reports use the metrics reports package
-  That’s not a standard power cube dimension?!
-  MetricsCubeDS/MetricsDBQuery
-  Uses METRICS_CUBE_DS not
METRICS_TRX_CUBE & is not documented L
§  Look at the default reports to learn how to create advanced reports
§  Creation of a custom report is not simple
and I don’t think that a business user can do it (…should be possible)
§  Cognos offers endless possibilities

Contact me
kbild.ch
xing.com/profile/Klaus_Bild
twitter.com/kbild
linkedin.com/in/kbild

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