InfoSource Alternative methods for Deployment and Scheduling using API Jabir Patel December 05, 2008

Agenda Introduction to CME InfoSource Solution - Architecture InfoSource – Primary Usage InfoSource – Operational Needs Deployment Solution – Standard Approach Deployment Solution – Alternative Approach Scheduling – Standard Approach Scheduling – Alternative Approach 1 Scheduling – Alternative Approach 2

Introduction CME Group Inc. Founded in 1898; Public in 2002 World’s largest financial exchange; nearly $4 trillion traded daily (Notional value) Merged with Chicago Board of Trade July, 2007 Acquired Nymex in 2008 Trade Interest Rate, Currency, Equity, Commodity, and Energy products Futures and options products

InfoSource Solution Architecture Data Sources Data Cleansing, Aggregation & Storage Information Access Fees Dashboards P & S Master Product line Operations Research Group specific critical KPI snapshots Customers Trades InfoSource Database Universes Trade Vol & Rev Market Data Market Maker Comp Exch Data Market Data CME Analyst CME Manager CME Partners etc. Other Sources Fixed format reports Ad-hoc reports Detailed analysis Data Cubes Telecom Budgeting Financial Reporting Strategic Plan Others Pre-processed dimensional analysis “Write-back” Other CME InfoSource “Single View of Data”

InfoSource Primary Usage Majority of users use WebIntelligence reporting Dashboard and report distribution via email attachments Internal Crystal Reports distribution via FTP Ad-Hoc Query Users Report refresh via InfoView

InfoSource Operational needs Reporting Requirement Formatting requirements to generate text reports similar to MF Run Crystal reports in batch mode and send output to desired destinations using UC4 scheduling tool Deployment Requirement Deploy to different environments with corresponding DB conn – dev/QA/prod Package deployment Options Leverage investment in BO XI; use CR4J

Deployment Solution Standard Approach Using import Wizard Save document directly from Crystal Designer Import using CMC Benefits No programming needed Business Objects Support Limitations Manual promotion process; change database connection for each report

Deployment Solution Alternative Approach Programmatically deploy templates to BO XI Enterprise Use Crystal SDK for Java to deploy templates (.rpt) Benefits Segregation of duties: developers v/s deployment team Source code control using ClearCase Deployment in batch mode; automated deployment - Change database connections at deployment time using properties files

Deployment solution Alternative Approach(Cont.)

Deployment Alternative Approach(Cont.) Templates in Directory Deploy Templates in Business Objects

Scheduling Standard Approach - Report needs to run multiple times in a day, when database load completes

Scheduling Standard Approach (Cont.)

Scheduling Alternative Approach 1 For Crystal Reports scheduling Call reports using API from Java program Retrieve output and send to desired destinations Java batch programs are triggered from UC4 scheduler

Scheduling Alternative Approach 1 (cont.)

Scheduling Alternative Approach 1 (cont.)

Scheduling Alternative Approach 2 Used for WebIntelligence(WebI) Report Scheduling Call WebI Reports using API from Java programs Read parameters from database and pass it to WebI report Retrieve Report ID and create HTML link to upload to Intranet End users will use Intranet to access reports, security still managed thru BO CMC. Unauthorized users will not be able to open instance

Scheduling Alternative Approach 2 (cont.)

Scheduling Alternative Approach 2 - Demo

Closing Questions