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© 2006 IBM Corporation

IBM Software Group

Workplace Dashboard Framework

IBM WebSphere Portal Server

[email protected]

Workplace Dashboard Framework© 2006 IBM Corporation 2

IBM SWG

Agenda

● Workplace Dashboard Framework Overview

● Workplace Dashboard Pre-packaged Solutions

● Workplace Dashboard Framework Details

● Workplace Framework Alerting


IBM SWG


Overview


IBM SWG

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 DashboardsAvailable Dashboards

● Executive

● Sales

Ideal for companies that want out-of-

the-box dashboard portlets tailored

to a specific function and industry

Portlet Factory Tooling● Rapid App Dev (RAD)

● Service-oriented architecture

● Integration Extensions

● Profiling engine

Ideal for companies that want to

build portal-based composite

applications and want the maximum

level of flexibility


IBM SWG

Workplace Dashboard

Pre-packaged Solutions


IBM SWG



● Charting








● Executive

● Sales




Portlet Factory ToolingIdeal for companies that want to




● Rapid App Dev (RAD)





IBM SWG

Pre-Packaged Dashboard Solutions

● Pre-packaged solutions jump start dashboard deployments. Includes sales and executive dashboard packages.

�Full featured dashboards:

� Configurable portlets display best practice Key Performance Indicators (KPI)

� 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


IBM SWG

Dashboard Solutions Built on SOA

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


IBM SWG

Sales and Executive Dashboards – Key Features● 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


IBM SWG



● Charting








● Executive

● Sales




Portlet Factory ToolingIdeal for companies that want to




● Rapid App Dev (RAD)





IBM SWG

Workplace Dashboard Framework Details


IBM SWG

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 FilteringCentralized Admin. Console

Reusable Components Hi-Fidelity Charting

Flexible and Powerful Dashboard Framework


IBM SWG

Repository of Reusable Design ComponentsReusable 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


IBM SWG

Workplace Dashboard Framework 2.6 Builders● Alert Builders

� Alert Customizer - Exposes a users alert notification, threshold, and subscription settings so these can be easily customized and saved

� Alert Data - Identifies data in a service model and makes it available for use in alerts

● Filtering Builders

� ID Gatherer - Helps gather IDs (e.g., Office ID, Region ID) for a logged in user. Used in conjunction with the Query Filter Builders

� Query Filter - Enables easy creation of data filters (e.g., date, product line, region) that work across all portlets on the page and even across all portlets in the dashboard

� Query Filter Observer - Works in conjunction with the Query Filter to display the appropriate data

� Query Filter Form – Creates a form to set filters in session

● Portlet Patterns

� Hierarchy Drilldown - Creates a series of pages and enables drilldown through a hierarchy of data

� Status Page - Provides graphical indication of a metric against a goal. Typically a gauge chart or a tabular format.

� Record List and Detail - Displays a tabular list of records and enables drill down to record detail

� Summary and Drilldown - Creates chart and/or table pages, drill down behavior and navigation between pages (tabs or dropdown)

� Table Customizer – Creates a Customizer for table data, exposing features such as sorting + reordering columns.

● UI Patterns

� Snapshot Report - Takes existing top level portlet pages and arranges them into a report view that summarizes each page.

� Status Indicator - Automates the highlighting and styling of data values to show status or alerts based on some logic

� Summary Row - Adds a summary row to a table with various options for each column


IBM SWG

Business User Configuration

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!


IBM SWG

Hi-Fidelity Charting● Hi-Fidelity Charting enables the creation of dynamic, configurable charts.

� 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.

•0

•5

•10

•15

•20

•25

•30

•35

•40

•45

•50

•1st Qtr •2nd Qtr •3rd Qtr •4th Qtr

•Actual

•Plan


IBM SWG

Centralized Administration Console

● 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.

�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


IBM SWG


Alerting


IBM SWG

Alerting Module

● 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.

�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


IBM SWG

Comprehensive Alert Engine

● 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

same exact alert).

● Threshold Alerts


IBM SWG

Comprehensive Alert Engine

● 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 RulesEscalate?

•No

•Yes

yes

•No

Escalation ensures that critical alerts are acted on in a timely manner


IBM SWG

Configurable My Alerts Portlet

● Displays alerts appropriate to a user’s role

and personal preferences

● Enables dynamic configuration of

notifications


IBM SWG

Alert Administration

● 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.


IBM SWG

Flexible Filtering Capabilities

● 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


IBM SWG


IBM SWG

Reference Materials

● Portal Server Documentation

�http://www-128.ibm.com/developerworks/websphere/zones/portal/proddoc.html/

● WebSphere Portal Zone

�http://www-128.ibm.com/developerworks/websphere/zones/portal/

● WebSphere Portal and Lotus Workplace Catalog

�http://catalog.lotus.com/wps/portal/workplace/

● Links to resources such as the IBM Redbooks

�http://www.redbooks.ibm.com/

● Education

�http://www-142.ibm.com/software/sw-lotus/services/cweeducation.nsf/wdocs/portalofferings

�http://www.lotus.com/education

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