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

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

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Page 1: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

®

IBM Software Group

© 2007 IBM Corporation

IBM Rational Asset ManagerA Definitive Software Library for Governing Enterprise Assets

Carlos Ferreira - Product Manager Rational Asset Manager

Page 2: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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.

Page 3: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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Agenda

Why a Definitive Software Library? Concepts

Configuring Rational Asset Manager for Your Use

Page 4: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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Agenda

Why a Definitive Software Library? Concepts

Configuring Rational Asset Manager for Your Use

Page 5: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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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

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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

Page 7: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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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

Page 8: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 9: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 10: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 11: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 12: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 13: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 14: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 15: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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.

Page 16: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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RAM Logical Model Configured to support multiple asset management scenarios and usage templates

Lifecycle

* Specialized by Community

*

*

Page 17: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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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

Page 18: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 19: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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Agenda Concepts

Configuring Rational Asset Manager for Your Use Information Model

Asset Types

Category Schemas

Relationship Types

Asset Attributes

Import / Export

Page 20: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 21: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 22: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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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

Page 23: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 24: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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Automate setting asset categories using XML artifacts

Page 25: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 26: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 27: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 28: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 29: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 30: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

IBM Rational software | Client programs

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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

Page 31: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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Information Model – Automate setting asset attributes using XML artifacts

Page 32: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 33: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 34: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 35: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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)

Page 36: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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Agenda

Concepts

Configuring Rational Asset Manager for Governance Libraries

Import / Export

SOA Asset Library

Page 37: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 38: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 39: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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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

Page 40: ® IBM Software Group © 2007 IBM Corporation IBM Rational Asset Manager A Definitive Software Library for Governing Enterprise Assets Carlos Ferreira -

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Agenda

Concepts

Configuring Rational Asset Manager for Governance Asset Versioning

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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

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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

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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/

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Agenda Concepts

Configuring Rational Asset Manager for Governance Communities

Customizable community home page

Access control and roles

Lifecycle & Review processes

Policies

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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

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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

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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

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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?

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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.

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Single Asset Entitlement

Provides fine grained access controls to individual assets Asset permissions by user or group include: search, read, download

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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…

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Organizing Review Processes

Create a collection of processes and order them to support the asset lifecycle

Best practice

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Custom Asset Lifecycle

Lifecycle configuration: Name & description

Entry conditions for each lifecycle:

Asset type

Categories

Review board members

Users

– User groups

– Asset owners

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Custom Asset Lifecycle

For each lifecycle state configure:

Asset access permissions by user

View

Modify

Download

Review

What policies will run

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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

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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

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New out of the box lifecycles

Specification

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New out of the box lifecycles

Business Case Implementation Release Business Solution

Document of Understanding

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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.

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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.

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Creating a new lifecycle (cont)

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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

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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/

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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

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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

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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

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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

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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

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Agenda

Concepts

Configuring Rational Asset Manager for Governance Impact Analysis, Metrics, Reporting

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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

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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

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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

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Community Reporting Community level reporting similar to repository level reporting for community administrators

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Integration with Rational

Insight reporting using RAM

Report URLs

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Sample Insight Report pulling from RAM

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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

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Agenda

Concepts

Configuring Rational Asset Manager for Governance Notifications, Subscriptions, Discussion Forums

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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

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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

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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

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Agenda

Concepts

Configuring Rational Asset Manager for Governance Integrations

Tivoli CCMDB

WebSphere Service Registry & Repository

Rational Team Concert, ClearCase, CVS

ClearQuest

ANT scripts, BuildForge

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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

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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

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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

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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.

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© 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

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Backup

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®

IBM Software Group

© 2007 IBM Corporation

Reporting With Rational Asset Manager v7.1.1

Carlos Ferreira Product ManagerMatthew Vestal Developer

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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

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RAM Reporting – Out of the box

Reporting is available at the Repository Level & Asset Level

Asset level – Downloads, activities, asset search

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RAM Reporting – Out of the box Repository Level – Must be an repository administrator

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Demo – Out of the box reporting

Asset reporting

Repository reporting

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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

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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

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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}

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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

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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

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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

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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.

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Demo – Microsoft Excel Report URLs

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Demo – Microsoft Excel Report URLs

Create a separate data worksheet with the raw data

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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

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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

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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

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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)

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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

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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)

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Demo

Appending asset download activity and Search URL shortcut

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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

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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

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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

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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

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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.

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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

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HTML Reports Demo

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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

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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/

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Reporting with BIRT

Data Data Sources

Data Sets

Data Cubes

Report elements Charts

Lists

Crosstab

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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

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Reporting with BIRT Data set

Map data from XML to rows and columns in the data set

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Reporting with BIRT

Data cube Group data by dimensions

Used for cross tabulation

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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/

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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

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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