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

2. 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

3. 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

4. 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”

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

6. 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

7. 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

8. 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

9. Deployment solution Alternative Approach(Cont.)

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

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

12. Scheduling Standard Approach (Cont.)

13. 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

14. Scheduling Alternative Approach 1 (cont.)

15. Scheduling Alternative Approach 1 (cont.)

16. 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

17. Scheduling Alternative Approach 2 (cont.)

18. Scheduling Alternative Approach 2 - Demo

19. Closing Questions