1. Portlet Factory Tools Landscape for SOA and beyond… Tools, Servers and middleware Bill.Hahn@us.ibm.com http://JavaSOA.com Bill.Hahn@us.ibm.com

2. Portlet Factory Dashboard Framework End-2-End Development Summary Agenda 2

3. 3

4. 4 Selectable Levels of Automation Dashboard Framework  Alerting  Charting  Reusable Design Components  Business User Configuration  Common Administration Ideal for companies that want a composite framework specifically designed for building dashboards Workplace Dashboards Available Dashboards  Executive  Sales Ideal for companies that want out-of- the-box dashboard portlets tailored to a specific function and industry Portlet Factory Tooling Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility  Rapid App Dev (RAD)  Service-oriented architecture  Integration Extensions  Profiling engine Demo 1Demo 2

5. 5 Selectable Levels of Automation Dashboard Framework  Alerting  Charting  Reusable Design Components  Business User Configuration  Common Administration Ideal for companies that want a composite framework specifically designed for building dashboards Workplace Dashboards Available Dashboards  Executive  Sales Ideal for companies that want out-of- the-box dashboard portlets tailored to a specific function and industry Portlet Factory Tooling Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility  Rapid App Dev (RAD)  Service-oriented architecture  Integration Extensions  Profiling engine

6. 6 Custom WebSphere Portlets Made Easy Bowstreet™ Portlet Factory for WebSphere ® is a dedicated portlet creation environment for WebSphere Portal that simplifies & accelerates the development, deployment, maintenance and reuse of custom portlets – including SAP, Domino, PeopleSoft, Siebel and Web Service portlets. Bowstreet Portlet Factory plugs in to Rational Application Developer enabling extended integration to existing applications, data & other IT assets as custom portlets; further reducing the complexity of J2EE development for IBM Workplace & WebSphere Portal Automation Change Reuse

7. 7  Tight Integration with WebSphere Portal (auto deploy portlets, Click-2-Action, People Awareness, SSO)  Rational Application Developer plug-in  Multi-page, complex portlets without coding  Robust integration capabilities  Unlimited customization – without the maintenance overhead  Business user configuration  Rapid iteration and change  Automation of your code  Flexible deployment options  Robust solution foundation for CPS Key Features of WebSphere Portlet Factory “Using Bowstreet saved Allmerica over $1 million in development costs, and enabled Allmerica to build the portal in four months, whereas using other methods would have taken about 16 months ” Mike Clifton, Vice President of IT Allmerica Insurance “Using Bowstreet saved Allmerica over $1 million in development costs, and enabled Allmerica to build the portal in four months, whereas using other methods would have taken about 16 months ” Mike Clifton, Vice President of IT Allmerica Insurance

8. 8 Builder An adaptive, reusable component that generates Java, XML and JSP for specific portlet functionality Model A container of Builders Profile A set of parameters that vary Builder inputs to dynamically generate unique versions of the portlet Portlet Factory: Key Concepts Demo 3Demo 4Demo 5

9. 9 Multi-page, Complex Portlets without Coding Developers of all skill levels can rapidly build multi-page, complex portlets (search, create, update, and delete) without writing code. One wizard-driven component generates a robust, multi-page portlet… …with a results page, drill down to details… …ability to create new records… …built-in support for edit, delete… …and ability to save or cancel changes. All without writing any Java code! Demo 6Demo 7Demo 8

10. 10 Robust Integration Capabilities WSRP Easily integrate data from the following sources: Demo 9Demo 10Demo 11

11. 11 Pre-built Extensions enable companies to quickly create composite portlets and applications that leverage data and processes from multiple backend systems. SAP Oracle Domino PeopleSoft News Internal Content Interwoven, Domino, excel, etc. Data Services Layer Enterprise Applications SAP, PeopleSoft, JDE, Siebel, etc. Databases and cubes SAP BW, DB2, Oracle, Hyperion, etc. Third Party Services News feeds, Web services, etc. Robust Integration Capabilities Siebel LDAP Domino + DB2

12. 12 Unlimited Variations – without Maintenance Overhead Create highly customized portals with Portlet Factory’s patented automation and profiling technology. For example, portals can adapt their structure, presentation, flow, and access rights depending on the role and personal preferences of the user, without any additional coding by reusing existing portlet models. Create unlimited variations – rapidly and in a scalable manner Easily map profiles to roles, partner types, region, language, brand, etc. using profile selection Enable business user configuration Sales VP Regional Mgr Sales Mgr Alerts personalized Scorecard shows regional info only Data filter adapts Customized graph displays revenue for selected region

13. Portlet Factory Dashboard Framework End-2-End Development Summary Agenda 13

14. 14 Selectable Levels of Automation Dashboard Framework  Alerting  Charting  Reusable Design Components  Business User Configuration  Common Administration Ideal for companies that want a composite framework specifically designed for building dashboards Workplace Dashboards Available Dashboards  Executive  Sales Ideal for companies that want out-of-the-box dashboard portlets tailored to a specific function and industry Portlet Factory Tooling Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility  Rapid App Dev (RAD)  Service-oriented architecture  Integration Extensions  Profiling engine Demo 12

15. 15  Full featured dashboards: –Configurable portlets display best practice KPIs –Leverages portal communication and collaboration –Includes sample alerts –Applies filtering techniques –Demonstrates browser-based configuration capabilities –Includes sample users and roles, HTML, style sheets, setup scripts, data definition files, etc. –Fully localized  Clean service-oriented architecture –Pluggable back-end –Well-defined services interfaces Pre-packaged solutions jump start dashboard deployments. Includes sales and executive dashboard packages. Pre-Packaged Dashboard Solutions

16. 16 IBM Provided ImplementationCustomer Specific Implementation Customizer KPI: Bookings against Plan Service Consumer Model (IBM) Data Services Layer + Interface Service Implementation (IBM) Sample Database (SQL Call Builders) Service Provider Model Siebel (Siebel Builders, web services, etc.) Customer Data Customer Provider Model Reuse Dashboard Solutions Built on SOA

17. 17  Executive Dashboard portlets:  My Alerts  Key Performance Indicators  EBITDA  My Team  Top Opportunities  Headcount  Internal Hires  Time to Fill Positions  Employee Turnover  Sales Dashboard portlets:  Dashboard Filter  Revenue Scorecard  Revenue  Rep Performance  Opportunities  Opportunities by Stage  Opportunities by Product  Customer List  Customer Details  Customer Satisfaction  My Team  My Alerts  Role-based dashboard views  CEO  Sales VP, Sales Manager, Sales Rep Sales and Executive Dashboards – Key Features

18. 18 The Dashboard Framework is a set of reusable assets, robust administration tools, and dashboard-specific features that speed the creation of custom dashboards. Business User Configuration Robust Alerting Module Flexible Filtering Centralized Admin. Console Reusable Components Hi-Fidelity Charting Flexible and Powerful Dashboard Framework

19. 19 Reusable components (Builders) capture dashboard design patterns, speeding creation of custom portlets. Record List & Detail Hierarchy Drill Down Status Indicator Status Page Summary Row Summary & Drilldown Query Filter Repository of Reusable Design Components

20. 20 Powerful Customizer Builders enable developers to more easily extend the configuration of portlets to business users, including portlet look and feel, data, thresholds, process flow, etc. Provide Maximum Flexibility by enabling Configuration On Demand! Business User Configuration

21. 21  Includes a wide range of chart types –Pie –Dial/Gauge –Bar –Line –Radar –Pyramid –Area –Step  Supports different file formats –Flash (SWF) –Portable Network Graphics (PNG) –Joint Photographic Experts Group (JPG) –Adobe Scaleable Vector Graphics (SVG) –Wireless BitMap Format (WBMP)  Enables multi-level drill down  Handles portlet to portlet communication –Reacts to events thrown by other portlets  Automatically generates charts for a wide variety of back end data sources –Siebel, SAP, PeopleSoft, Domino, DB, web services, etc. Hi-Fidelity Charting enables the creation of dynamic, configurable charts. 0 5 10 15 20 25 30 35 40 45 50 1st Qtr2nd Qtr3rd Qtr4th Qtr Actual Plan Hi-Fidelity Charting

22. 22  Look and Feel –Easily change page templates from a central location  People Awareness –Turn on in-context collaboration  Logging –Simplify error tracking  Alert Creation and Maintenance –Add, edit, delete alerts –Provide business user alert creation via step-by-step wizard  Fully Extensible –Plug in custom portlets to work across solution Intuitive, browser-based administrative console enables global changes to all portlets within the dashboard, making the solution easier to configure and maintain. Includes alert creation and maintenance tools. Centralized Administration Console

23. 23  Alert Engine –Robust engine supports event-based, asynchronous, and basic threshold alerts –Supports Escalations  My Alerts Portlet –Configurable portlet that displays alerts tailored to each dashboard user  Alert Administration –Browser-based administration to create, edit and delete alerts The Alerting Module proactively alerts users, in real time, to important issues and events that affect their business. Enables business users to dynamically create new alerts and configure threshold values. Alerting Module

24. 24  Asynchronous Alerting –Supports email and pager alerts to users –Business users and administrators are able to enable / disable notification for each alert –Supports a pluggable scheduler Quartz (open source) Simple (out-of-the-box) Custom –Tracks notification history and suppresses duplicate notifications (no duplicate emails for the the same exact alert).  Threshold Alerts Comprehensive Alert Engine

25. 25  Event-based alerts –Dynamically trigger alerts based upon events emanating from external systems ( i.e. Notify me every time a new support ticket is entered)  Alert Escalation –Assign ownership to an alert –Define escalation path (i.e. managers, senior managers, etc...) –Define escalation rules (i.e. after 3 hours notify senior managers) –Allow end users to configurable escalations Alert Triggered Alert owners Resolved? End Alert owners Check Escalation Rules Escalate? No Yes yes No Escalation ensures that critical alerts are acted on in a timely manner Comprehensive Alert Engine

26. 26  Displays alerts appropriate to a user’s role and personal preferences  Enables dynamic configuration of notifications Configurable My Alerts Portlet

27. 27  Supports Model-based, External (Event-based), and Script-based alert evaluators  Enables business user creation of alerts –Browser-based wizards to create and modify alerts –Simple scripting support allows creation of alert logic without programming  Allows definition of alert meta-data, including: –Category –Selected users and roles –Notification schedule –Etc. Alert Administration

28. 28  Filter dashboards based upon your criteria  Supports multiple types of filtering –Hierarchical (cascading) –List –Date –Alphabetical  Dynamic –Filters dynamically populated from existing systems  Adaptive –Users only see filters appropriate to their role, brand, product, geography, etc.  Works across portlets and pages Flexible Filtering Capabilities

29. Portlet Factory Dashboard Framework End-2-End Development Summary Agenda 29

30. 30 Model the Business Define Requirements Design Construction Deploy Manage Optimize Business Driven Development for SOA IBM Software Development Platform Executive Application Support Architect Project Manager Tester Deployment Manager Developer Business Development Operations Manage change & assets Manage change & assets Prioritize Plan Manage Measure Optimize Iterate End User Operations Manager Analyst Govern SW Quality & Testing SW Quality & Testing

31. 31 SOA Bridges the Gap between Business and I/T How do I optimize my business processes? Business Models Identify Process Tasks I/T Components exposed as SOA Services How do I integrate to my existing systems? Business and I/T can use a common language a.k.a. “Process Integration” Business Process Tasks = I/T Services Granularity RSAMod 1WID 1RPMBizDemoMod 2ProcPortRAD Java WSRAD Mkt SimWID Wire

32. 32 SOA Business Driven Development – Roles and Tools Defines business contract and system use cases Models Service Implementation Rational Software Architect Rational Software Architect Solution Architect Defines, models Processes Optimizes Processes through simulations WebSphere BI Modeler Business Analyst Implements Processes and Composite Applications Defines Services WebSphere Integration Developer Integration Developer Implements Services Constructs other J2EE artifacts Rational Application Developer J2EE Developer

33. 33 SOA Lifecycle Bridges the Gap Between Business and I/T The SOA Lifecycle  Gather requirements  Model & Simulate  Design  Discover  Construct & Test  Compose  Integrate people  Integrate processes  Manage and integrate information  Manage applications & services  Manage identity & compliance  Monitor business metrics  Financial transparency  Business/IT alignment  Process control

34. 34 Resources http://ibm.com/developer http://ibm.com/developer (IBM developerWorks for technologies and/or products) Java, J2EE, Web Services and other technology zones are on the left hand side WebSphere Zone: http://ibm.com/developer/webspherehttp://ibm.com/developer/websphere Rational Zone: http://ibm.com/developer/rationalhttp://ibm.com/developer/rational Free Education Portal: http://ibm.com/developer/traininghttp://ibm.com/developer/training http://www.redbooks.ibm.com http://www.redbooks.ibm.com (How-To Step-by-step Practical Implementation Books) Sun Java/J2SE/J2EE Tutorials: Java Tutorial Online, J2EE Tutorial Online, J2EE Tutorial BOOK Java Tutorial OnlineJ2EE Tutorial OnlineJ2EE Tutorial BOOK http://JavaSOA.comhttp://JavaSOA.com (a.k.a. JavaDevTools.com, RationalCentral.com, WebSphereCentral.com) (Tutorials, Links, Presentations, White Papers, Articles, etc.)