IBM Software Group IBM Rational Asset Manager A

® IBM Software Group IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira - Product Manager Rational Asset Manager © 2007 IBM Corporation

IBM Rational software | Client programs 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. 2

IBM Rational software | Client programs Agenda § Why a Definitive Software Library? Concepts § Configuring Rational Asset Manager for Your Use 3

IBM Rational software | Client programs Agenda § Why a Definitive Software Library? Concepts § Configuring Rational Asset Manager for Your Use 4

IBM Rational software | Client programs Managing assets to get more value out of your enterprise Enterprise Architects To reduce risks by automating architecture reviews and adoption With System Architect Business Process Architects Testers To reduce development costs by sharing Data Models Business Processes & proven Reference Architectures With Rational Software Architect, Data Architect and Web. Sphere Business Modeler To reduce defects by sharing the correct test data & virtual environments With Rational Testing Solutions Data Model Rational Asset Manager Test Data Gold Build Software Image Service Web. Sphere Service Registry Endpoint Tivoli CMDB Administrators in Operations To reduce outages by understanding the impact of operational change on business & technical assets with Tivoli CCMDB & Web. Sphere Portfolio Manager SLA Wikis & Sharepoint Build Forge Encryption Component Rational Team Clear. Case WSDL Concert Subversion Business People To quickly find solutions by searching in docs like Viso, Word, PDF & others in With Sharepoint and Wikis or Related Requirements in Req Pro & Doors Developers To reduce development costs and legal risks by re-using only approved components With Eclipse, Build Forge & Rational Team Concert 5

IBM Rational software | Client programs 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 4 Organizational asset collaboration and understanding § Which types of assets and how are they related? § What set and version of work products? Reduce solution delivery and maintenance costs § What meta data is required and from which repository? § What is asset version? 4 Organizational asset governance § Who can see and use? Reduce costly risks § Who needs to review? § What policies must be met? 4 Organizational asset discovery and maintenance § How to harvest assets? Save time finding & maintaining asset metadata § How to find assets? § Which assets do I maintain and how? 6

IBM Rational software | Client programs Definitive Software Library Manage published software and business assets like. . Tasks ntify Busines s Need Ide Develop Prop ose Enterprise Arch blish and Review Pu Retir e or create new version Use or Deploy Data Model Doc of Understanding Design Model Application Bus Case Harvest assets Create, publish, search & use assets Business Manager Portfolio Mgmt Insight Reporting Test Data Open Source Jar Bus Process Deploy Plan Release Install Guide Third Party Binary Reference Arch Measure asset performance Tuning Guide Virtual Image Test Results Report Policies Build Microsoft System Architect Analyst Web. Sphere Business Modeler Req Pro Architect Rational Software Architect Developer Web. Sphere Integration Developer VM Understand Impact of change Development All Roles SLA Service Specification Measure asset performance Operations Project Tester Manager RFT Build Mgr Rational RPT Build Method Clear. Forge Composer Quest Policy Manager Weblayers Deployment Manager SOA Architect Tivoli CCMDB Service Registry Eclipse Sharepoint Wikis Requirements SCM Defects Builds Policies CMDB UDDI Registry 7

IBM Rational software | Client programs Asset management customer adoption points Ad Hoc § § Opportunities § None § § § Process and Roles § Adoptions Points Definitive Software Governed Library Catalog § SOA Knowledge § Broker assets Management Publish guidelines § Asset reviews, change control, certification, Review Webmaster policies & impact Business & Technical analysis Roles § Business analyst Evangelist § Other technical roles § Asset planning § Enterprise Architecture § Platform & Architecture Reviews § Lines of Business managers or CTOs § Enterprise Architect § None § Opportunistic § Some guidelines § J 2 EE, . Net § Policy enforced architecture § Domain-specific architectures § Reference architectures § Designed for reuse § Patterns § Wiki’s § Sharepoint server § Web Server § § § Controlled & federated repositories § Reengineering and harvesting tools § Open source § 3 rd party libraries § Frameworks § Domain-specific asset libraries § Plan Reports Architecture and Design Tools and Technology Planned Cloud Asset analysis Self-use repository Business Intelligence Asset types Increasing ROI & Asset Use 8

IBM Rational software | Client programs Rational Asset Manager v 7. 2 ALM integrations Integrations provided as services Software Development Platform Analyst Web. Sphere Business Modeler CVS Architect Rational Software Architect RSD RSM Clear. Case Developer RAD Web. Sphere Integration Developer Eclipse Developer Rational Asset Analyzer Project Manager Rational Method Composer Business Manager All Roles Harvest assets Create. modify, use & review cloud assets RAM administration RAM Eclipse Client & Plug-in Create, publish, search & use assets RAM Services Deployment Manager Tivoli CCMDB Publish, search, , & impact analysis RAM Asset Management Server Measure performance e. WAS Metadata Business Manager DB 2 Storage RTC/File system Rational Insight Link Requirements with assets Policy Manager Weblayers Report Policies Submit and query change requests All Roles Clear. Quest Star. Team Oracle SQL Server LDAP Build execution Asset Management Platform Includes RUP for Asset Based Development ANT All Roles Caliber Requisite Pro Developer Web. Sphere Service Registry & Repository RAM Web Client Rational Team Concert Subversion by Clearvision Tester RFT RPT Build Mgr Build. Forge 9

IBM Rational software | Client programs RAM Architecture – Minimal Components • RAM administration Business Manager All Roles Browser Developer Eclipse RAM Plug-in RAM Web Client Your intended use of RAM impacts the product components, integrations and architecture RAMServices RAM Server WAS Metadata DB 2 Storage Filesystem 10

IBM Rational software | Client programs RAM Demonstration § Asset Search § Asset Creation and Maintenance 4 Gili Mendel and Simon Release manager – JSF Component § Asset Governance 4 Connie Common Services Manager – reviews JSF Component § Asset Usage 4 Using assets within development – Gili uses JSF Component § Asset Planning 4 Impact analysis 11

IBM Rational software | Client programs Addressing the challenges of each Asset Lifecycle phase Asset Search & Creation Rational Asset Manager Can Help You Create, maintain, find and use assets! Time consuming to create and find assets Tester Find and use assets Inefficiencies caused by poor collaboration across teams Be notified about asset activity Developer Business Analyst Architect Automate creating, cataloging and maintaining assets Costly decisions caused by incorrect asset information in spreadsheets Cost overruns caused by creating similar assets multiple times 12

IBM Rational software | Client programs Asset Governance § The establishment of 4 Chains of responsibility to empower people 4 Measurement to gauge effectiveness Rational Asset Manager capabilities enabling governance: Communities, Lifecycle Approvals, Roles Impact Analysis, Metrics, Reporting & Categories 4 Policies to guide the organization to meet Policies, Communities, Information their goals Model, Asset Versioning, ANT 4 Control mechanisms to ensure compliance Access Control, Lifecycles, Asset Types, Relationships L 4 Communication to keep all required parties informed Notifications, Subscriptions, Discussion Forums, Integrations, Ratings 13

IBM Rational software | Client programs Major RAM Concepts § The major RAM concepts include 4 Information Model/Schema for Asset Governance 4 Assets 4 Communities § Understanding these concepts and how they relate to each other, enables our ability to configure the repository 14

IBM Rational software | Client programs What is a Community? § A community 4 is a targeted audience (users and roles) for assets 4 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. 15

IBM Rational software | Client programs RAM Logical Model § Configured to support multiple asset management scenarios and usage templates * * Lifecycle * Specialized by Community 16

IBM Rational software | Client programs 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 Asset Governance Create our initial plan & decisions. Define policies, determine how we will implement. Implement plan. How are we doing? Phases Tasks Planning • Preparation • Funding Determine • Organizational readiness Definition • Gov Board • Access Control • Workflow • Types & Rules Describe • Communities, roles, access control and users • Asset policies and versioning • Asset reviews & lifecycles • Asset types, structure and categorization • Asset migration Enablement • Organization • Environment Describe • How people discover assets • Runtime environment • Training Measurement • Activity • Cost Describe • Reports and metrics to measure ROI and value 17

IBM Rational software | Client programs Configuring RAM for your intended Usage Template(s) Asset types and structure Reports and metrics Communities, roles, access control and users How people discover assets Asset policies and versioning Asset lifecycle, reviewers and policies 18

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Your Use 4 Information Model § Asset Types § Category Schemas § Relationship Types § Asset Attributes § Import / Export 19

IBM Rational software | Client programs Information Model § The information model is defined at the Repository level, and can be specialized at the Community level Rational Asset Manager Repository Admin Category Schemas Asset Types Refine Category Schema & Asset Types for Community 1 Category Schemas Lifecycle & policies Relationship Types Reuse repository-level configuration in Community 2 Reuse other repositorylevel configuration in Community 1 Asset Types Roles, Users Community Admin Asset Attributes Assets Forums Connections Community 1 Category Schemas Lifecycle & policies Asset Types Roles, Users Community Admin Assets Forums Connections Community 2 20

IBM Rational software | Client programs Information Model: Asset Types § An asset type describes the structure of assets, an asset is of one asset type § When defining asset types 4 Examine which RAM usage templates are relevant to you Best practi ce 4 Create asset types from the perspective of the target asset consumers and other stakeholders Example Asset Types representing a Service Type: Service Design Who: Architect designing svc Artifacts: Service design model Type: Service Test Suite Who: Dev submitting the service Who: Dev reusing service Who: Service reviewer Artifacts: Service Test Script Service Test Case relationship Type: Service Interface Who: Architect defining service Who: Dev building app Category Schemas: SOA Geography Artifacts: Service definition file. WSDL Message definition. XSD Interface definition. XSD Service interface model. emx Service document. doc Type: Service Impl Who: Dev submitting service Who: Asset Admin for deploy Artifacts: Deployment descriptor Service component. EAR Import services Export services Asset Attributes: Runtime context 21

IBM Rational software | Client programs Information Model: Asset Types Best practi ce § Level of granularity for an asset is driven by: 4 Different rates of change in portions of the asset 4 Different required reviewers or lifecycle in portions of the asset 4 Different owners or required metadata for portions of the asset 4 Different policies or access permission for each artifact/file that is part of the asset? 4 Different reporting required for portions of the asset 22

IBM Rational software | Client programs Information Model: Category Schemas § Category schemas are a form of communication § A perspective or the business or technical domain or … § Used by asset consumers to discover assets 4 Like language, technology § Used by asset producers to report on assets 4 Like geography § Used to constrain 4 Asset Types 4 Lifecycles, Review Processes 4 Roles and access permissions § When defining category schemas, do so from the perspective of 4 asset consumers 4 intended reports Best practi ce 4 other stakeholders 23

IBM Rational software | Client programs Automate setting asset categories using XML artifacts 24

IBM Rational software | Client programs Information Model: Relationship Types § Asset relationships are bi-directional Asset Type: Service Impl Asset Type: Service Interface Credit Management Impl Credit Mgmt Svc Interface Artifacts: - creditmgmt_v 1. wsdl -… Category schemas: - SOA > Service Spec - Geography > North America Asset attributes: - Namespace = http: //credit. . . -… Has an Implementation Artifacts: - creditmgmt. ear -… Category schemas: - SOA > Reference Imp Has a - Geography > North America Service Asset attributes: Interface - Runtime context = WAS 6. 1 -… § 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 25

IBM Rational software | Client programs Information Model: Relationship Types § Use descriptive relationship labels Best practi ce § Use a range of asset versions when specifying a relationship to make it easier to maintain asset compatibility with future asset versions 26

IBM Rational software | Client programs 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 4 Contain either strings or pre-defined lists § Enter attributes and categories before Asset Types Defined at repository level Best practi ce Associated with Asset Types, as required or optional 27

IBM Rational software | Client programs Information Model : Attributes § Custom attributes now have a type. Currently supported types are: 4 Number - type in a number or use the spinner control to increment or decrement the value. 4 Boolean - check or uncheck a checkbox 4 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) 4 Date - type in a date or choose a date from a date picker. 4 XML Binding - automatically set based on an XML artifact 28

IBM Rational software | Client programs 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 29

IBM Rational software | Client programs Information Model: Asset Attributes Read Only Attributes § Are useful for assets federated from other repositories Best practi ce § 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 30

IBM Rational software | Client programs Information Model – Automate setting asset attributes using XML artifacts 31

IBM Rational software | Client programs 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. 4 attribute: (target. Namespace=*ram*) 4 attribute: (schema[target. Namespace=*ram*] ) 4 attribute: (types/schema[target. Namespace= *ram*]) Save time searching for assets Reduce duplicate assets by being able to find them first 32

IBM Rational software | Client programs Remember you can automate maintaining asset metadata § Bulk update asset metadata 4 Search for assets 4 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 33

IBM Rational software | Client programs 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 Best practic es Rational Asset Manager Repository Admin Asset Types Repository Relationship Types Must have 1 community defined Community Admin Assets Roles, Users Must have 1 asset type defined and 1 relationship type defined Community 1 In that community, must have 1 role defined and 1 user 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. 34

IBM Rational software | Client programs 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 Chose Assets Asset Library Information Model RAM API can update the Information model (as well as work with assets) Asset Types RAM Automatically imports required Information Model Category Schemas Relationships Asset Attributes … 35

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Governance 4 Libraries § Import / Export § SOA Asset Library 36

IBM Rational software | Client programs Create and share asset and libraries § Export Asset Libraries 4 Search & select assets for export 4 Exports assets and their associated meta data including § Assets § Communities § Categories § Asset Relationships § Asset Types § Asset Attributes § Review (no lifecycles in RAM v 7. 2) § Import Asset Libraries 4 RAM comes with a SOA Asset Library 37

IBM Rational software | Client programs 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 10 relationship types Rational Asset Manager Repository Admin 14 asset types 7 category schemas Asset Types Architecture Minutes Asset Case Study Presentation Business Process Requirement Case for Change Service Design Component Service Impl DB Design Service Interface Dev Time Policy Service Test Relationship Types Aggregation Parent Contained by Contains Depended on by Depends Dependency Dependent Fulfilled by Fulfills Implementation Specification Specifies Realizes Test for Tutorial for Validated by Validates 13 custom attributes Custom Attributes Asset Governance Development context Local name Messaging Protocol Namespace name Presentation File Type Requirements Reference Runtime context Service Description Protocol Service Transport Protocols Support contact Test Plan Reference Tests performed Category Schemas Business Domain: DMAIC Process: Geography: Rational Unified Process: SOA: Technology_Hardware: Technology_Software: Classifies a sample business domain. A representation of the i. Six. Sigma process, allowing the classification of assets to align the phases. Categorizes planet earth. A category schema of the Rational Unified Process, including phases, work products. A description of SOA elements, including strategy, reference architectures, and service specs. A decomposition of hardware. A decomposition of software. 38

IBM Rational software | Client programs Sample SOA Asset Library 4 communities 15 assets Rational Asset Manager Community: Service Analysis Jill Allred, Business Analyst Master Admin, Community Admin Assets Account Mgmt Busn Process Credit Mgmt Case for Change Credit Mgmt Service Case Study Review Processes Business Process Review Community: Service Test Janet Smith, Service Tester Master Admin, Community Admin Assets Credit Mgmt Test Review Processes Service Test Review Community: Service Development Peter Jensen, Service Dev Mgr Master Admin, Community Admin Bill Walker, Architect, Service Dev Assets Account Mgmt DB Account Mgmt Service Design Credit Mgmt Architecture Credit Mgmt Service Design Credit Mgmt Service Impl Credit Mgmt Service Interface Community: Repository Configuration Master Admin, Community Admin Assets Asset Versioning Policy Category Schemas Repository Workflow Specs SOA Asset Type Specs SOA Community Map Review Processes Service Interface Review Service Implementation Review Service Design Review 39

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Governance 4 Asset Versioning 40

IBM Rational software | Client programs Asset Versioning § Every asset’s artifacts are cached in the repository § Asset 4 Each asset can be versioned in the repository 4 Asset versioning is dictated by the policies of the organization § Artifact 4 Artifacts can be located and versioned in Rational Team Concert, Clear. Case, CVS Artifacts 4 Artifact Asset Name: XYZ Design Spec Version: 2 - System Requirement - System Design - Sub Sys Requirement - Sub Sys Design V 3 V 2 V 1 V 2. 1 Asset Name: XYZ Component Version: 2. 5 Artifacts 4 Asset Rational Asset Manager - Readme doc - XYZ JAR file - Test case document - Test data file - Test script file Reference - System Requirement - System Design - Sub Sys Requirement - Sub Sys Design V 3 V 2 V 1 V 2. 1 - Readme doc - XYZ JAR file V 1 V 3 - Test case document - Test data file - Test script file V 1 V 2 V 1 Reference V 1 V 3 Asset Name: XYZ Unit Test Version: 1. 5 Artifacts § Versioning is handled at two levels Team. Concert / Clear. Case / CVS Reference V 1 V 2 V 1 Cache Asset Artifacts 41

IBM Rational software | Client programs Asset Versioning Policy Best practi ce § Identify what kinds of changes to an asset require a new asset version to be created Structural Non-structural meta data 4 For example, one approach to consider is to define structural changes versus non-structural changes Asset § Structural changes would require a new asset version, non-structural changes would not require a new asset version Nonstructural meta data § Example: Structural changes Structural meta data 4 Asset name(? ), version, changes to artifacts or new artifacts, relationships § Example: Non-structural changes 4 Asset name(? ), description, classification, and supporting artifacts (readme files, …) § Determine these policies early and communicate them through the community home page 4 These decisions can impact governance, review processes, and asset management costs to the organization Nonstructural meta data Name Desc State Ver Profile Classification Descriptors: Name/Value pairs Context Domain, Development, Test, Deployment, and so on… Solution Artifacts Name Version Description Asset Overview Requirements, Documents Models, Code, Tests … Usage Instructions & Activities Filling Variability Points Related Assets Structural meta data Association, Aggregation, Dependency, Parent Best practi ce 42

IBM Rational software | Client programs Tip – When to create, modify or duplicate asset versions? § Create a new asset version 4 When you need another version of the asset and still keep older or existing version of the asset. § Create a new asset 4 When you truly want another asset. § Modify an existing asset 4 When you edit the existing contents of the asset and only keep a single published version. § Duplicate an asset 4 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 4 http: //rationalassetmanager. wordpress. com/2009/04/20/tip-when-to-create-modify-orduplicate-assets/ 43

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Governance 4 Communities § Customizable community home page § Access control and roles § Lifecycle & Review processes § Policies 44

IBM Rational software | Client programs Criteria For Creating A Community Best practi ce § 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. 4 Organization: you may create a community based on the organization chart. 4 Role: you may create a community based on some common role (Analyst) that crosses organizational boundaries. 4 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 practi ce 45

IBM Rational software | Client programs Customizable Community Home Pages § When users come to the repository they often don’t understand many things about the repository Best practi ce § Guide community users attention to 4 Key assets to use 4 Discussion forums 4 Community overviews 4 Tags 4 Configuration § Asset types § Category schemas 4 Asset version policy 4 Workflows and review processes 46

IBM Rational software | Client programs Access Control Access control defines what you can do in the repository and with what assets you can work. Rational Asset Manager Analyst Community Role: Business Analyst Permissions Constraints Create Asset Type = Business Process Update Category Schema = Financial Services Search User Group A User: Jill Can access Jill in the Role of Business Analyst in the Analyst Community Artifacts: - Business Process Model Category schemas: - Financial Services > … Cannot access User Group B Jill in the Role of Tester in the Service Testing Community can access assets of type Test Asset Type: Business Process Open Account Process User: Jill Asset Type: Business Process To Be: Sales Management Artifacts: - Business Process Model Category schemas: - Business Planning > … Service Testing Community Role: Tester Permissions Constraints Create Asset Type = Test Update Search 47

IBM Rational software | Client programs Role 3 c. How is the view of the metamodel linked to roles management? § The metamodel for roles is illustrated below, and supports the following semantics 4 4 4 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 constrained to owns assigned 48

IBM Rational software | Client programs 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. 49

IBM Rational software | Client programs Single Asset Entitlement § Provides fine grained access controls to individual assets 4 Asset permissions by user or group include: search, read, download 50

IBM Rational software | Client programs Legacy Asset Review Processes User: Jill § The flow selected depends on the configuration of the repository and on the stated intention when the asset is submitted Submit asset… “AS-IS” for Approval, but no review process defined built-in review process with Review Board enabled, using builtin review process using CQ-driven review process Business Process Open Account Process State: AS-IS Business Process Open Account Process State: APPROVED Business Process Open Account Process Business Process State: DRAFT Open Account Process Business Process State: Review Open Account Process Approve State: APPROVED Reject Business Process Open Account Process Business Process State: DRAFT Open Account Process Business Process State: Evaluate Review Open Account Process Approve State: APPROVED Reject Business Process Open Account Process State: Plan Review Business Process Open Account Process State: CQ State 1 Business Process Open Account Process State: Review Business Process Reject Open Account Process Business Process State: DRAFT Open Account Process Business Process State: CQ State N Open Account Process Approve State: APPROVED 51

IBM Rational software | Client programs Organizing Review Processes Best practi ce § Create a collection of processes and order them to support the asset lifecycle 52

IBM Rational software | Client programs Custom Asset Lifecycle § Lifecycle configuration: 4 Name & description 4 Entry conditions for each lifecycle: § Asset type § Categories 4 Review board members § Users – User groups – Asset owners 53

IBM Rational software | Client programs Custom Asset Lifecycle § For each lifecycle state configure: § Asset access permissions by user 4 View 4 Modify 4 Download 4 Review § What policies will run 54

IBM Rational software | Client programs Custom Asset Lifecycle § For each lifecycle action configure conditions that determine if the transition can be taken 4 Users that can transition/modify the asset 4 Number of approvals 4 Number of rejections 4 Policy results 4 Asset type 4 Categorization 4 What policies will run 55

IBM Rational software | Client programs 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 56

IBM Rational software | Client programs New out of the box lifecycles Specification 57

IBM Rational software | Client programs New out of the box lifecycles Business Case Implementation Release Business Solution Document of Understanding 58

IBM Rational software | Client programs 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, "My. Work. Item. Type" and "My. Work. Item. Type. ID"). 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. 59

IBM Rational software | Client programs 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. 60

IBM Rational software | Client programs Creating a new lifecycle (cont) 61

IBM Rational software | Client programs Policy § Allows automation of policy enforcement § Enforce a policy § During a review § Asset Submission § Asset Publish § Timer § Lifecycle state transition 4 Other scoping conditions § Asset Type § Category § Report on policy compliance § Integrates with external policy management tools like Web. Layers 62

IBM Rational software | Client programs Policies § Help Info. Center http: //publib. boulder. ibm. com/infocenter/ramhelp/v 7 r 1 m 1/topic/com. ibm. ram. doc/to pics/t_use_custompolicy_api. html § Java docs are not in the help in RAM v 7. 1. 1 but in the policy jar files. § RAM v 7. 2 We have added the Policy Java doc to our Help Info Center. § Tutorial on developing policies. 4 http: //rationalassetmanager. wordpress. com/2008/12/24/tutorial-webcast-on-buildingpolicies-in-ram-v 711/ 63

IBM Rational software | Client programs Communities – Low Governance and High Governance § Start with RAM instance for practice, learning “On Boarding” 4 Test out repository policies and governance assumptions 4 Give a place for people to learn 4 Watch where they “walk” § What asset types they create § What communities they create § What category schemas they create § Explain how they move to production. . Best practi ce RAM preproduction instance § Create a production RAM instance 4 Refine repository policies and governance assumptions 4 Migrate “good” assets from on-boarding RAM instance to production RAM instance 4 Create communities which support as-is, open marketplace asset § Let the rating systems bubble up high-value assets 4 Transition high-value assets to governed communities § Provide support for assets Little governance § Track asset consumers § Conduct impact analysis RAM production instance As-is Communities High Value, Governed Communities More governance 64

IBM Rational software | Client programs RAM Demonstration § Asset Search § Asset Creation and Maintenance 4 Gili Mendel and Simon Release manager – JSF Component § Asset Governance 4 Connie Common Services Manager – reviews JSF Component § Asset Usage 4 Using assets within development – Gili uses JSF Component § Asset Planning 4 Impact analysis 65

IBM Rational software | Client programs Addressing the challenges of each Asset Lifecycle phase Asset Governance COE Architect Compliance is important but manually reviewing assets is costly and error prone Need to control and eliminate “rogue services” and unapproved open source or licensed library use Operations Manager Rational Asset Manager Can Help You Control asset compliance and use! Avoid duplicate assets Ensure asset reviews occur COE Architect SLA violations and slipped schedule caused by not being able to understand how asset changes have an impact on development assets 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 66

IBM Rational software | Client programs Addressing the challenges of each Asset Lifecycle phase Asset Planning Need better ROI by funding assets that are driving revenue and are being used Rational Asset Manager Can Help You Improve asset return on investment LOB Managers Report on asset usage Quantify ROI Product Manager Reduce costs by sharing asset development costs with others who also need similar capabilities Understand the impact of retiring an asset APIs to automate getting and setting asset metadata Need to reduce costs by retiring unused assets LOB Managers Product Manager Time consuming to share asset plans and information in format all the stakeholder want 67

IBM Rational software | Client programs 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 68

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Governance 4 Impact Analysis, Metrics, Reporting 69

IBM Rational software | Client programs Metrics and Reporting § Rational Asset Manager manages usage metrics at two levels 4 Asset 4 Repository 4 Community § Asset metrics are viewed in Eclipse and Web clients by administrators and other users 4 Amount of time to produce an asset 4 Expected time to reuse and asset 4 Total downloads 4 Average downloads for assets of given type 4 Unique downloads, Build usage, Browse usage, artifact downloads 4 Artifact browses 70

IBM Rational software | Client programs Metrics and Reporting (2) § Repository statistics 4 Reports are viewed in Web client by administrators 4 Reports can be downloaded into. csv file formats § Reports 4 Repository Contents 4 Asset Activity 4 User Activity 4 Search History 4 Activity Audit § Generate audit for over 35 activities across date range § Who did what, when, with what asset 71

IBM Rational software | Client programs Asset Reporting § Improved asset reporting 4 Trending 4 Used in Build 4 View versus download 4 Names that used asset § Community level reporting similar to repository level reporting for community administrators 72

IBM Rational software | Client programs Community Reporting § Community level reporting similar to repository level reporting for community administrators 73

IBM Rational software | Client programs Integration with Rational Insight reporting using RAM Report URLs 74

IBM Rational software | Client programs Sample Insight Report pulling from RAM 75

IBM Rational software | Client programs RAM Report URLs § Using report tools accessing the RAM APIs § See backup slides for details on this topic Sample Clients Eclipse Reporting (BIRT) Crystal Reports BRIO Reports ANT Script Cognos … RAM API Reports should be created while the information model is being created to validate the information model Best practi ce Command Line Interface RAM Server RAM API WAS Metadata Storage DB 2 Filesystem Oracle CVS SQL Server Clear. Case - XML Data URLs - Java - Web Service 76

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Governance 4 Notifications, Subscriptions, Discussion Forums 77

IBM Rational software | Client programs Notifications, Subscriptions, Discussion Forums § Rational Asset Manager generates notifications for review processes § Subscriptions 4 Per asset 4 Per search criteria 4 Notifications sent on periodic basis § RSS Feeds 4 Per asset 4 Per search criteria 4 Notifications sent per event to RSS reader § Discussion Forums 4 Per asset 4 Per community 78

IBM Rational software | Client programs RAM Demonstration § Asset Search § Asset Creation and Maintenance 4 Gili Mendel and Simon Release manager – JSF Component § Asset Governance 4 Connie Common Services Manager – reviews JSF Component § Asset Usage 4 Using assets within development – Gili uses JSF Component § Asset Planning 4 Impact analysis 79

IBM Rational software | Client programs Addressing the challenges of each Asset Lifecycle phase Asset Planning Need better ROI by funding assets that are driving revenue and are being used Rational Asset Manager Can Help You Improve asset return on investment LOB Managers Report on asset usage Quantify ROI Product Manager Reduce costs by sharing asset development costs with others who also need similar capabilities Understand the impact of retiring an asset APIs to automate getting and setting asset metadata Need to reduce costs by retiring unused assets LOB Managers Product Manager Time consuming to share asset plans and information in format all the stakeholder want 80

IBM Rational software | Client programs Agenda § Concepts § Configuring Rational Asset Manager for Governance 4 Integrations § Tivoli CCMDB § Web. Sphere Service Registry & Repository § Rational Team Concert, Clear. Case, CVS § Clear. Quest § ANT scripts, Build. Forge 81

IBM Rational software | Client programs IBM Registries/Repositories Service Deployment Service Development §Service Discovery §Service Development Lifecycle Rational Asset Manager §Runtime Repository §Runtime Service Discovery Web. Sphere Service Registry & Repository Other Service Endpoint Registries / Repositories Publish Synchronize Development Registries Rational Team Concert Rational Clear. Case Rational Clear. Quest UDDI Registries Service Management Tivoli Change and Configuration Management DB “IBM's federated metadata management strategy is visionary” Info based Services Other External Reg / Rep § Operational Efficiency & Resilience § Configuration Data Discovery § Managing change 82

IBM Rational software | Client programs Web. Sphere Service Registry and Repository (WSRR) § The connection to WSRR is configured in the community Rational Asset Manager Administrator Configure service registry connection Service Tester Community “Host” “Port” “Login” “Owner” WSRR: Governance Registry WSRR: Production Registry WSRR: Test Registry Service Development Community § The service documents are published from RAM to WSRR Rational Asset Manager Service Development Community Tester Publish My Service overview. doc model. emx service. wsdl service. xsd service. wsdl WSRR: Test Registry My Service service. wsdl Publish service. xsd Synchronize service. xsd 83

IBM Rational software | Client programs Clear. Quest Integration § Integrates with Clear. Quest (CQ) to track defects on assets § CQ connections are configured per community § CQ fields are mapped to RAM fields Clear. Quest Rational Asset Manager Community Connections Administrator Configure Forum Review Process Configure connection to CQ 1 Configure connection to CQ Record Type 2 Configure connection to CQ Query 3 Configure connection to CQ Record Type for Asset Review Defect, … Query Review, … 84

IBM Rational software | Client programs 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. 85

IBM Rational software | Client programs 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 © 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. 86

IBM Rational software | Client programs Backup 87

® IBM Software Group Reporting With Rational Asset Manager v 7. 1. 1 Carlos Ferreira Product Manager Matthew Vestal Developer © 2007 IBM Corporation

IBM Rational software | Client programs 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 89

IBM Rational software | Client programs RAM Reporting – Out of the box § Reporting is available at the Repository Level & Asset Level § Asset level – Downloads, activities, asset search 90

IBM Rational software | Client programs RAM Reporting – Out of the box § Repository Level – Must be an repository administrator 91

IBM Rational software | Client programs Demo – Out of the box reporting § Asset reporting § Repository reporting 92

IBM Rational software | Client programs 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 93

IBM Rational software | Client programs Custom Reports - URLs § What does the whole report URL look like? http: //ramvmware: 9081/com. ibm. ram. repository. web. ws. was/reporting/subscript ion|asset: guid={4 AB 0266 F-E 87 A-1 DA 0 -A 844 -10755 F 3 BEAA 0} § 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={DEBE 61 D 8 -190 D-EF 9 B-5684 -90 AACEBABEFA} § Use the on-line help to figure out what other options are available 4 http: //publib. boulder. ibm. com/infocenter/ramhelp/v 7 r 1 m 1/index. jsp? topic=/co m. ibm. ram. web. doc/topics/t_create_url. html 94

IBM Rational software | Client programs RAM Report URL XML document § https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/subscriptio n|asset: guid{BA 375 C 8 FF-D 1 A 8 -B 23 E-84 BA-3 F 5 D 9 A 2 DDE 5 C} 95

IBM Rational software | Client programs 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 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 96

IBM Rational software | Client programs But how do you read the RAM XML report data? § Use a browser to view the XML 4 Easy but not readable § Use Microsoft Excel to format the report data 4 Easy – but not limited by the amount of data that can be displayed § Use HMTL to format the report data 4 More flexible for laying out reports 4 Requires some HTML and Javascript skills 4 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 4 More scalable and flexible – More complex – requires Birt Technical skills 4 Requires a separate web server and application 97

IBM Rational software | Client programs 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 98

IBM Rational software | Client programs 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. 99

IBM Rational software | Client programs Demo – Microsoft Excel Report URLs 100

IBM Rational software | Client programs Demo – Microsoft Excel Report URLs § Create a separate data worksheet with the raw data 101

IBM Rational software | Client programs Demo – Microsoft Excel Report URLs § Create Pivot Table 4 Highlight Select Data 4 Select menu Pivot Table from the Data Menu 4 Hide rows you don’t want 102

IBM Rational software | Client programs 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 103

IBM Rational software | Client programs 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. 4 Add Asset. GUID to Count, 4 Add asset. Name Top Row 4 Add Asset Activity. User. Name to Left Column 104

IBM Rational software | Client programs 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: 4 assets are in a "Rational Sales and Technical Community" in an Approved state and that are of Asset Type Presentation. § Repository Location URL https: //nc-ram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/ § Use the search wizard 4 asset: shortcut=ram. Search: (1 f. State, approved$f. Type, presentation$f. Group, rat ional_sales_and_technical_community) § Add the option search short cut URL filter 4 asset: shortcut=ram. Search: by using the search clipboard. 4 https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/asset: shortcut=r am. Search: (1 f. Group, rational_sales_and_technical_community$f. State, approved) 105

IBM Rational software | Client programs 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 106

IBM Rational software | Client programs 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 asset. Activity to the base URL and specify 4 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 4 http: //publib. boulder. ibm. com/infocenter/ramhelp/v 7 r 1 m 0/index. jsp? topic=/com. ibm. ram. web. doc/topics/t_create_url_assetactivities. html 4 then select the topic "Defining asset activities reporting URLs" § Prepend the option asset. Activity: tid=610| § In 7. 1. 1. 1 you can report on multiple activity types by using tid=(610, 650) § https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/asset. A ctivity: tid=610|asset: shortcut=ram. Search: (1 txt%2 Cowner%3 A%28 CARLOS+ M. +FERREIRA%29) 107

IBM Rational software | Client programs Demo § Appending asset download activity and Search URL shortcut 108

IBM Rational software | Client programs What are other report URL append options? § How to getting the name of a community? 4 https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web/admin/group/users. faces? gid=10 § How to get the time interval for an activity? 4 http: //www. dracon. biz/timestamp. php 4 https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/asset. Activityty: tid= 610, from. Time=1214886372791, to. Time=1217561172791|asset: shortcut=ram. Search: (1 f Group, lorem_ipsum_dolor_sit) § Data format 4 XML data 4 JSON data 4 https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/settings: format=j son|subscription: guid=%7 B 23856 A 50 -49 C 8 -7 D 1 D-EAA 3 NOTE: Leaving off version E 325 DFA 085 DB%7 D, version=7. 1. 1+M 1 § Relationship, guid, version and depth gets report data for all versions of the asset 4 https: //ncram. rtp. raleigh. ibm. com/com. ibm. ram. repository. web. ws. was/reporting/relationship: guid={ 9 F 05 F 9 FD-5 C 09 -F 692 -3 F 09 -80 E 57 E 9 D 0501}, version=1. 0, depth=4 109

IBM Rational software | Client programs 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 110

IBM Rational software | Client programs RAM HTML Reports RAM XML report data Asset RAM Server Report URL RAM Server Asset URL Asset Artifact Report URL Asset Artifact Cache Report URL Asset Artifact Report Format HTML page Browser RAM Asset URL 111

IBM Rational software | Client programs RAM HTML Reports § Report URL Options 2 options for getting the XML data for your report using report URLs. 4 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. 4 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 4 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. 4 Reduce the report processing load on your RAM server 4 Share report data with users that wouldn’t normally be able to see the data 112

IBM Rational software | Client programs Create an HTML page to render RAM URL results § Sample My. Asset. Downloads. html report xml. Doc document object in Java. Script 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. 113

IBM Rational software | Client programs Use the Report Templates Assets To Create Your Own HTML Reports § Use the samples here and tutorial here: 4 http: //rationalassetmanager. wordpress. com/2009/01/05/easy-html-reports-for -rational-asset-manager/ 4 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 114

IBM Rational software | Client programs HTML Reports Demo 115

IBM Rational software | Client programs 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 116

IBM Rational software | Client programs Reporting with BIRT § What is BIRT? 4 Business Intelligence and Reporting Tools 4"BIRT is an open source Eclipse-based reporting system that integrates with your Java/J 2 EE application to produce compelling reports. " 4"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. ” 4 http: //www. eclipse. org/birt/phoenix/intro/ 117

IBM Rational software | Client programs Reporting with BIRT § Data 4 Data Sources 4 Data Sets 4 Data Cubes § Report elements 4 Charts 4 Lists 4 Crosstab 118

IBM Rational software | Client programs Reporting with BIRT § Data source 4 Use RAM data by creating a XML Data Source 4 Can point to local XML file or directly to data URL 4 Best practice: Use local files while designing report and for historical data 119

IBM Rational software | Client programs Reporting with BIRT § Data set 4 Map data from XML to rows and columns in the data set 120

IBM Rational software | Client programs Reporting with BIRT § Data cube 4 Group data by dimensions 4 Used for cross tabulation 121

IBM Rational software | Client programs Reporting with BIRT § Resources 4 Detailed tutorial http: //www. ibm. com/developerworks/exchange/dw_entry. View. jspa? external. ID=806&ca =drs-ce 4 BIRT http: //www. eclipse. org/birt/phoenix/ 4 BIRT Exchange http: //www. birt-exchange. com/ 122

IBM Rational software | Client programs 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 123

IBM Rational software | Client programs Where you and customers can get more information § Webcast – Tutorial on Reporting with Microsoft Excel 4 http: //rationalassetmanager. wordpress. com/2008/09/30/reporting-usingmicrosoft-excel-and-rational-asset-manager/ § Webcast – Tutorial on Reporting with HTML 4 http: //rationalassetmanager. wordpress. com/2009/01/05/easy-html-reports-for -rational-asset-manager/ § External RAM Forums visible by customers 4 http: //www. ibm. com/developerworks/forum. jspa? forum. ID=1122 124