websphere portlet factory & workplace dashboard · pdf filedesigned for building...

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WebSphere Portlet Factory & Workplace Dashboard FactoryProof of Technology

Brussels, 6/6/2006Herbert Hilhorst, IBM Technical Sales IOT Southwest

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Agenda Introduction WebSphere Portlet Factory (WPF) overview - presentation Workplace Dashboard Factory (WDF) overview - presentation Hands-on Workshop WPF

Lab Product installation and configuration WPF Database integration

– Lab 1 – Employee Compensation Summary Lunch Hands-on Workshop WPF - continued

WPF Database integration– Lab 2 – Employee Compensation Detail

WPF Domino integratie– Lab 3 – Employee Project Expenses (option)

WPF SAP integratie example WPF Web Service example

Hands-on Workshop WDF: WDF Alerting example WDF Framework example

IBM sources Closure

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WebSphere Portlet Factory & Workplace Dashboards

Workplace 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 Dashboard Packages

Available Portlet Packages

Executive Dashboard

Sales Dashboard

Ideal for companies that want out-of-the-box dashboard portlets tailored to a specific function and industry

WebSphere Portlet Factory Rapid App Dev (RAD)

Service-oriented architecture (SOA)

Integration Extensions

WebSphere Portal adapter

Profiling engine

Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility

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WebSphere Portlet Factory

Dashboard Framework Alerting

Charting





Workplace DashboardsAvailable Dashboards

Executive

Sales


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


Profiling engine

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Custom WebSphere Portlets Made Easy

WebSphere Portlet Factory 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.

WebSphere 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

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Allows developers of any skill level to construct, change, deploy, and maintain custom portlets

Provides an service oriented architecture (SOA) entry point for companies by delivering SOA-based portal applications

Pre-built integrations for composite, high-value, portlets that leverage investments in existing applications such as Lotus® Notes and Domino, SAP®, PeopleSoft® and Siebel®

Delivers tight WebSphere Portal integration for quick and easy portlet-to-portlet communication (C2A), real-time collaboration (People Awareness) and portal groups for personalization

Enables delivery of variable portal instances on demand, without requiring multiple and complex portlet code bases

Foundation for IBM Workplace dashboard solutions

“We selected Portlet Factory as a powerful and versatile vehicle for the rapid deployment of high-impact business applications…”

Steve Sacho, Manager of web and application development Pfizer Global Manufacturing

IBM WebSphere Portlet Factory simplifies & accelerates the development, deployment, maintenance, and reuse of custom portlets.

Rapid Portlet Creation and Customization Tooling

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IBM Websphere Portal Server Personalisation

Customisation

Web Content Management

Productivity Components

Search

Portlet Catalog

Web applicationsƒ Internal / externalƒ Public / securedƒ Complete / partial

Desktop integrationƒ Messagingƒ Office

Click-to-action (communication between portlets

Securityƒ Identification/authenticationƒ Single sign-onƒ Access control to resources

Processes

Applications

People

Content

B2BB2C

B2E Portal

a Single Point of personalized interaction

with the applications, content, processes and

people, for the user

PortalPortal

A Portal is =

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WebSphere Portlet Factory Key Concepts

BuilderAn adaptive, reusable component that generates Java, XML and JSP for specific portlet functionality

ModelA container of Builders

ProfileA set of parameters that vary Builder inputs to dynamically generate unique versions of the portlet

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Multi-page, Complex Portlets without CodingDevelopers of all skill levels can rapidly build multi-page, complex portlets (search, create, update, and delete) without writing any java code.

* Generated Method [_pageDispatcher] * Generated by builder call [bc21] */public void _pageDispatcher(WebAppAccess webAppAccess){ com.bowstreet.webapp.JSPSupport.dispatch(webAppAccess);} /** * Generated Method [getFlights_PagingGetImgName] * Generated by builder call [bc21] */public String getFlights_PagingGetImgName(WebAppAccess webAppAccess, String button, String position){ PagingAssistant asst = (PagingAssistant)webAppAccess.getVariables().getObject("getFlights_Paging"); String img = button + position; if ((button.equals("First") || button.equals("Prev")) && !asst.hasPreviousPage()) img = button + "Disabled"; if ((button.equals("Next") || button.equals("Last")) && !asst.hasNextPage()) img = button + "Disabled"; return webAppAccess.getVariables().getXmlText("getFlights_PagingButtonImages", img);

Wizard-driven Builders

…generate J2EE-compliant code automatically

Create new records…

…create a results page…

…create a drill down page…

…build-in support for delete and edit…

…and save or cancel changes.

1

2

3

4

5

Multi-page Portlet

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Robust Integration Capabilities

WSRP

Easily integrate data from the following sources:

http://www.peoplesoft.com/corp/en/public_index.jsp

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Pre-built Extensions enable companies to quickly create composite portlets and applications that leverage data and processes from multiple backend systems.

Robust Integration Capabilities

Siebel

SAP

SAP and Siebel

Web Service

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Reuse existing assets

Use one data service to drive

display of multiple portlets

Reuse same UI with different data services

Flexible Data Services LayerThe Data Services Layer provides full support for the service provider & consumer paradigm required in an SOA environment. It enables the definition of clean, well defined service interfaces that separate the user interface from back end data.

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Data Services Layer

Service Provider Easily create services from SQL, SAP, Domino, Siebel, PeopleSoft, Java methods, etc.

Optionally created WSDL description for services

Generates complete test pages, dramatically reducing time needed to QA services

Enables developers to work disconnected by creating a “stub” service with sample data

Automatically documents the service operations, inputs, and outputs

Service Consumer Supports quick creation of dynamic user interfaces from services

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Dynamic profiling enables the creation of adaptive, role-based dashboard views that automatically adapt their structure, presentation, flow, and access rights depending on the role and personal preferences of the user.

Sales VPRegional MgrSales Mgr

Alerts personalized

Scorecard shows

regional info only

Data filter adapts

Customized graph

displays revenue for

selected region

Dynamic Profiling

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Collaborate

Kick off processes & workflow

Update back end applications

Enabling Actionable Dashboards

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Demo WebSphere Portlet Factory

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Create a new Service Provider model to access employee data

from DB2.

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Add a Service Definition Builder to make this a model

a Service Provider

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Fill out the inputs in the Service Definition Builder to name the service that is being created.

This Builder can also be used to generate test pages, “stub” data

for disconnected use, and service documentation

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Add a SQL Call Builder to access the Employee data from DB2

Choose a JDBC Datasource

Enter SQL to get data

Specify parameters for SQL statement

Name the operation

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Add a Service Operation Builder to define an operation to get a list

of Employees

Name the operation

Specify the action from the SQL Call Builder

Specify the inputs to pass to the SQL Call

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Finish the Service Provider Model by adding a SQL Call and a Service Operation Builder for all of the operations you want to

create

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Run the model to see the test pages and documentation that are automatically generated for

each service operation

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Create a Service Consumer model to access the new employees

service and create an interactive portlet

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Add a Service Consumer Builder to specify the service you want to use

to access data

Choose the Service Provider Model

Specify defaults for any inputs you want to override

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Add a View & Form Builder to create pages that enable users to

search, view, and update employee information

Choose the Service Operation for the list or view page and set

up paging for results

Choose whether to automatically create and input page to allow

searching for employees

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Continue filling our the View & Form Builder – many inputs have good defaults to make this quick!

Choose whether to show details about an employee and

determine which operation to call to display detailed data

Choose whether to enable editing and updating employee

data

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Run the portlet to see the application in action!

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Portlet Factory 5.12

Services Oriented Architecture EnhancementsCreate, consume, test & document

New BuildersAJAX Builders

Page Tabs

Breadcrumbs

Column Layout

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Portlet Factory 6.0

Support WebSphere Portal 6.0Support new portal features

Globalization of the DesignerSupport for Group 1 languages

Improved Getting Started Experience

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Charting






Executive

Sales



Rapid App Dev (RAD)



Profiling engine

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IBM Workplace Dashboard Framework Version 2.6

IBM Workplace Dashboard Framework extends

WebSphere Portal to drive faster time-to-value, enabling

accelerated deployment of role-based dashboard solutions.

Automation Change Reuse

With Workplace Framework and pre-built Workplace Dashboards, customers can quickly and easily integrate existing IT systems, such as Domino, SAP, PeopleSoft, Siebel, DB2 and Oracle databases into WebSphere Portal, Workplace Collaboration Services (WCS) and Workplace Services Express

(WSE).

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Workplace Dashboard Framework is a set of reusable assets, robust administration tools, and dashboard-specific features that speed the creation of custom dashboards.


Robust Alerting Module Flexible FilteringCentralized Admin. Console

Reusable Components Hi-Fidelity Charting

Flexible and Powerful Workplace Dashboard Framework

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Quickly create adaptive filters

My Alerts Portlet

Powerful Charting Engine

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Configurable My Alerts portlet

Config screen

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Manage Alerts portlet- Business user alert

creation and maintenance

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Repository of reusable

dashboard components (i.e.,

Builders)

Status Indicator

Status Indicator

Status Page

Record List and Detail

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Repository of reusable

dashboard components (i.e.,

Builders)

Summary & Drill Down

Summary Row

Convenient Toolbar

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IBM Workplace Dashboards Version 2.6

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-built solutions jump start dashboard deployments. Includes sales, executive dashboards.

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Executive Dashboard portlets:My AlertsKey Performance IndicatorsEBITDAMy TeamTop OpportunitiesHeadcountInternal HiresTime to Fill PositionsEmployee Turnover

Sales Dashboard portlets:Dashboard FilterRevenue ScorecardRevenueRep PerformanceOpportunitiesOpportunities by StageOpportunities by ProductCustomer ListCustomer DetailsCustomer Satisfaction My Team My Alerts

Role-based dashboard views CEO

Sales VP, Sales Manager, Sales Rep

Sales and Executive Dashboards – Key Features

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IBM Provided ImplementationCustomer Specific Implementation CustomizerKPI: 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

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Charting







Executive Dashboard

Sales Dashboard






Profiling engine


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Demo of Workplace Dashboard Framework

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Integrate to Data Source

Take Excel spreadsheet or other backend data source like database

Connect using Data Integration Builder like Excel Import

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Create and Test Web Services Use Service Definition and Operation Builders to create and test web services

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Create Portlet and Consume Web Service

Use Service Consumer Builder to connect to web service

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Add Dashboard Builder: Summary and Drilldown

Select data to use for portlet

Select to enable Chart and/or Table of Summary Data

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Configure Page Layout- same page vs tabbed pages

Control over look and feel but with nice defaults

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Configure Chart Options – style, columns, formatting, image type, etc

Configure Table Options

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Optional Drilldown from Chart or Table

Enable “Print Portlet” and “Export to Excel” features

Add Localization for Chart and Table fields

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Run the Portlet!

Chart and Table Views

Integrated Navigation & Layout

Print & Excel

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Add a Status Indicator for Visual Indicator of Status

Turn table cell red if Avg Days at Stage exceeds a threshold

Indicator can be done with Image, Style Formatting or Text

Define each status, e.g. On Track vs. Warning, and the formatting

Define the business logic behind the status selection, e.g. define thresholds

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Add a Status Indicator for Visual Indicator of Status

Portlet now highlights problems based on business logic

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Add a Summary Row to View Totals and Averages

For each column define the summary behavior. E.g. Stage Name > Text, Avg Deal Size > Average of Values

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Add a Summary Row to View Totals and Averages

Summary values calculated automatically

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Deploy Portlet to Portal

Build out Edit or Configure pages for Admins and End Users to customize this portlet:Select Columns for Table and ChartThresholds for Status Indicators

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Agenda WebSphere Portlet Factory

Integration Details

WebSphere Portlet Factory 5.12 New Features

WebSphere Portlet Factory 6

Positioning: Rational Application Developer & Portlet Factory

Labs (Demos)

– WebSphere Portlet Factory Designer installation

– Database – EmployeeCompensation

– Domino - EmployeeProjectExpenses

– SAP – Flights

– Web Service – DepartmentCompensation

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WebSphere Portlet Factory Integration Details Lotus - Easily create robust composite applications and portlets that leverage existing Domino

data and applications.

SAP - Quickly extend existing SAP business processes and data to portal-based composite applications.

PeopleSoft - Quickly and easily create, customize, deploy, and maintain robust portlets and composite applications that leverage existing PeopleSoft business processes and data.

Siebel - Quickly extend existing Siebel business processes and data to portal-based composite applications.

Databases - Rapidly build database-driven Web applications and portlets that enable end users to search, view, edit, and delete database data.

Web Services - Easily create Web services and Web service-driven composite applications and portlets.

Graphing - Rapidly create powerful, interactive graphs that display data from a variety of back-end data sources, including SAP R/3, Lotus Domino, databases, Web services, SAP Business Warehouse, and beans.

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Lotus Integration (1/2) Lotus Domino attachments. Quickly add attachment links to a page, enabling end users to view and launch

attachments contained in a Lotus Domino document.

Native integration with other WebSphere Portlet Factory Builders. Easily create composite applications that integrate data from multiple back-end systems, such as PeopleSoft®, SAP®, and relational databases.

Robust personalization and customization capabilities. Allow business users and end-users to personalize and customize any aspect of their Lotus Domino applications, including look and feel, workflow, and database access.

Internationalization. Easily build localized applications by leveraging WebSphere Portlet Factory's out-of-the-box support for resource bundles, multi-byte characters, and runtime selection of locale-specific content.

Simplified portlet-to-portlet communication. Create a richly integrated portal experience by enabling portlets to interact, even if they are accessing data from disparate databases and systems.

People Awareness. Add real-time communications to portlets, enabling end users to view the status of and instantly communicate with other users via chat or e-mail.

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Lotus Integration (2/2) Leverage existing Lotus Domino applications. Extend any existing Lotus Domino application (.nsf file) to

the Web, without interfering with its normal operations.

Fully automated Lotus Domino integration. Easily create custom portlets and Web applications that display Lotus Domino Views and allow end users to view, create, edit and delete Lotus Domino documents.

Fast and easy install. Start creating Lotus Domino portlets within minutes, without needing to install software on any Lotus Domino servers.

Categorization and search. Effortlessly add category filtering and search functionality, helping end users to quickly find the exact documents they need.

Agents and formulas. Easily leverage Lotus Notes' rich programming capabilities.

Dynamic profiling. Enable adaptive applications that display different data, allow different tasks, and enable different administrative rights depending on the role or group of the user (e.g., administrator, employee, partner, etc.).

Easy to use, wizard-like interfaces. Simplify development and reduce skill set requirements by specifying inputs to the wizard-like Builder interfaces, rather than writing Java™ code or learning the Lotus Domino APIs.

Automated mapping of name/value pairs. Effortlessly translate data from a view, profile document, or formula into user-friendly text, select lists, or radio buttons.

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SAP Integration Fully automated SAP integration. Easily create enterprise-quality, custom portlets and applications that enable users to search, view,

sort, create, update and delete SAP data.

Robust personalization and customization capabilities. Allow business users and end-users to personalize and customize any aspect of their SAP applications, including the look & feel, data and application flow.

Dynamic profiling. Enable adaptive applications that display different data, allow different tasks, and enable different administrative rights depending on the role or group of the user (e.g., administrator, employee, partner, etc.).

XMLA support. Quickly create powerful portlets that enable interaction with data in the SAP Business Information Warehouse.

Automatic translation of help values. Effortlessly translate SAP codes (e.g. country, currency, etc) into user-friendly text, select lists, or radio buttons.

Comprehensive Object Browser. Quickly explore all BAPIs within the SAP Business Object Repository. Drill down to view Object details such as methods, parameters, structure and field attributes.

Native integration with other WebSphere Portlet Factory Builders. Easily create composite applications that integrate data from multiple backend systems, such as PeopleSoft®, Lotus Domino, and relational databases.

Internationalization. Easily build internationalized portlets by leveraging WebSphere Portlet Factory's out-of-the-box support for resource bundles, multi-byte characters, and runtime selection of locale-specific content.


Batch input support. Rapidly import data into SAP via recorded transactions.

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PeopleSoft Integration Fully automated PeopleSoft integration. Easily create enterprise-quality, custom portlets and applications that

enable users to search, view, sort, create, update, and delete PeopleSoft data. Robust personalization and customization capabilities. Allow business users and end-users to personalize

and customize any aspect of their PeopleSoft applications, including the look & feel, data, and application flow. Dynamic profiling. Enable adaptive applications that display different data, allow different tasks, and enable

different administrative rights depending on the role or group of the user (e.g., HR administrator, employee, partner, etc.).

Easy to use, wizard-like interfaces. Simplify development and reduce skill set requirements by specifying inputs to the wizard-like Builder interfaces, rather than writing Java code or learning the PeopleSoft APIs.

Native integration with other WebSphere Portlet Factory Builders. Easily create composite applications that integrate data from multiple back-end systems, such as SAP®, Lotus Domino, and relational databases.

Internationalization. Easily build localized applications by leveraging WebSphere Portlet Factory's out-of-the-box support for resource bundles, multi-byte characters, and runtime selection of locale-specific content.


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Siebel Integration Fully automated Siebel integration. Easily create enterprise-quality, custom portlets and composite applications

that enable users to search, view, sort, create, update, and delete Siebel data. Robust personalization and customization capabilities. Allow business users and end-users to personalize

and customize any aspect of their Siebel applications, including the look & feel, data, and application flow. Dynamic profiling. Enable adaptive applications that display different data, allow different tasks, and enable

different administrative rights depending on the role or group of the user (e.g., Inside Sales, Account Manager, Marketing, etc.).

Easy-to-use, wizard-like interfaces. Simplify development and reduce skill set requirements by specifying inputs to the wizard-like Builder interfaces, rather than writing Java™ code or learning the Siebel Java Data Bean interface or other APIs.

Native integration with other WebSphere Portlet Factory Builders. Easily create composite applications that integrate data from multiple back-end systems, such as SAP®, PeopleSoft®, Lotus Domino®, and relational databases.

Internationalization. Easily build localized applications by leveraging WebSphere Portlet Factory's out-of-the- box support for resource bundles, multi-byte characters, and runtime selection of locale-specific content.


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Database Integration (1/2) Automation of all basic database interactions, including obtaining of database connections, preparation of

statements for execution, executing of statements, handling result sets, and properly disposing of allocated database resources.

Automation of stored procedure calls, including automatically handling result sets and output parameters with convenience methods that access the output from complex calls.

Easy database code mapping capabilities support rapid creation of data-driven page controls like select lists and radio buttons. Automatically handles mapping of codes or name/value pairs stored in database tables. Includes support for arbitrary name/value pairs, enabling developers to easily augment a list with a choice not included in the results returned from the database.

Native XML and schema support allows developers to automatically transform the result sets into XML documents and to also automatically generate an associated schema.

Comprehensive datasource support allows developers to access both local and remote JNDI-based J2EE datasources configured and managed by the application server.

Robust positional parameter support enables developers to easily create dynamic applications in which aspects of the SQL statement can be determined at design time, during regeneration, or at runtime.

Flexible result set handling enables developers to quickly configure the characteristics of the result set via the easy-to-use Builder interfaces. Developers can modify values such as concurrency, scroll type, result set size, and result set transform types.

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Database Integration (2/2) Database explorer allows developers to search for tables, views, and stored procedures and then generate

sample SQL statements based on them. J2EE standards-based. Uses JNDI-based DataSources and leverages the application server for all aspects of

database management, including connection pooling and JDBC driver selection. Auditing and logging features enable capture of database-related server statistics and events, facilitating

analysis and discovery of database performance issues. Logging information allows companies to maintain an audit trail of database operations, such as database changes and commits.

Built-in event support allows developers to quickly enable the firing of database-related events, such as when a transaction is executed, committed, or rolled back.

Sophisticated transaction support enables the creation of short-lived or long-lived, complex SQL transactions. Paging support provides an easy way to retrieve and display a result set one page at a time, improving

manageability of database connections and reducing memory impact from large result sets. Execution and performance settings allow developers to quickly tune performance variables such as fetch size

and number of rows returned by a query. Using constraints like these can prevent overload of network, database, or application resources.

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Service Call Builder (1/2)

Automation of all basic Web service interactions, including automatic generation of an invocation method, and of variables to hold the input and return data. The Builder will also generate an associated schema that describes the data.

Easy-to-use Builder interface masks the complexity of the underlying standards. For example, a developer can provide a URL to a WSDL and then click the 'Fetch WSDL' button to get the service's details. The Builder will retrieve the WSDL, parse it, and refresh the Builder Call UI to display the details of the service, including all of the available operations and their associated inputs, including SOAP headers. Developers do not have to understand any of the WSDL to effectively create powerful Web service-driven applications and portlets.

Indirect references enable developers to easily create dynamic applications where the values for different inputs can be determined at runtime, including the SOAP and HTTP headers, username and password, and input(s) to the service. Thus, for example, the input(s) to a service can come from many different sources such as user input, the results of a method call, or a profile.

Dynamic handling of service location changes enables developers to easily override the service URL, hostname, and port specified in the WSDL document. This feature enables developers to easily test services using TCP Tunnel. It also allows for easy migration of applications from a development to production environment.

The Service Call Builder enables quick and easy consumption of Web services, including WSDL-enabled, HTTP GET/POST, SOAP-RPC, SOAP Document style, and local services.

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Service Call Builder (2/2)

WS-I v 1.0. compliant. This Builder has been thoroughly and rigorously tested against the WS-I basic profile v1.0 to ensure interoperability with other vendors, including Microsoft®, BEA®, as well as IBM.

Built-in logging support enables capture of the service request and response, facilitating debugging. Easy exception handling. If an error occurs during invocation of the service, the invoke method will throw an

exception, such as connection failed, timeout occurred, invalid URL, unknown host, class not found, and parser error. These exceptions can be easily caught with the Error Handler Builder.

Dummy (stub) result feature allows developers to stub out a return value, rather than actually calling the service. This functionality eases Model testing and rapid prototyping by allowing a Model to run without requiring the service to be up and running.

Basic authentication information can be easily supplied via the Builder interface.

The Service Call Builder enables quick and easy consumption of Web services, including WSDL-enabled, HTTP GET/POST, SOAP-RPC, SOAP Document style, and local services.

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Web Service Enable Builder

Automatic generation of WSDL based upon the inputs developers enter into the wizard-like Builder interface. Developers can graphically specify a namespace, response schema, descriptions for the arguments and methods.

Flexible SOAP and encoding styles. Developers can easily create SOAP RPC style web services or Document style services. In addition, the encoding style can be either encoded or literal.

On-demand WSDL generation. Any changes to the underlying Model or methods are automatically reflected in the WSDL, without requiring any additional changes or republishing.

Robust profiling support. Developers can also leverage the power of profiling so that one Model can return different WSDL-described services depending on the specified profile. As a result, highly customized services can be built and delivered on the fly.

The Web Service Enable Builder automatically turns a model or methods in a model into a Web service.

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Graphing Integration

Wide selection of graph and image types. Graph types include bar, line, pie, area, step, pyramid, and radar. Image types include PNG, JPG, SWF, SVG, and WBMP. If so desired, end users can easily change the chart type or image type at runtime.

Easy-to-use Builder interface. Enables configuration of a large number of graph properties, such as whether or not to show a legend or border, font information, colors, and x and y axis properties.

Built-in event support. Allows developers to quickly create interactive graphs that can changed based upon user clicks or by receiving a message from another portlet or application.

Rapidly create powerful, interactive graphs with WebSphere Portlet Factory

The examples above use software from Green Point, Inc. An evaluation version of the Green Point product is included in WebSphere Portlet Factory. With WebSphere Portlet Factory, it is easy to create custom Builders for use with other charting or graphing packages.

With IBM WebSphere® Portlet Factory, developers can easily create rich graphs that display data from a variety of back-end data sources, including SAP R/3®, Lotus Domino®, databases, Web services, SAP Business Warehouse, beans, or just plain XML.

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Portal features deliver significant benefits Collaboration – Speed processes and improve communication via online collaboration

Portlet to Portlet Communication – Create more intuitive, contextual applications where the appropriate data is displayed based upon the user’s actions

Single Sign On – Enhance usability of the dashboard by enabling single sign on

Portal Roles + Groups – Increase stickiness of dashboard by delivering customized and personalized content, data, and processes

Integrated Workflow – Increase employee productivity by enabling action on KPIs (e.g., kicking off workflow and processes)

Real time integration – Enhance decision making by assembling relevant data and content into one intuitive interface

Valued Added Services within WebSphere Portal

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Data Warehouse

Analytics

Reporting Tools

•Static Dashboards

Static vs. Active SOA-Based Dashboards

Composite Framework

Development Tool

Shared Services

PS HCM

Oracle ERPSAP ERP JDE SCM

Enterprise AppsCollaboration

MS Exchange Lotus Domino

WebSphere Portal Server

User DirectoriesBPEL/ Workflow

SecurityCollaboration/ Messaging

IBM WebSphere Portlet Factory

Service Provider Models / SOA

Data SourcesLotus Domino

IBM Workplace DashboardsPre-defined Dashboards

IBM Workplace Dashboard Framework

Built-in Collaboration

Alerting ModuleReusable ComponentsAdmin ConsoleData Filters

Dashboard for Sales Dashboard for ITDashboard for Executives

Dashboard for Manufacturing

CustomizersCharting Module

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• The Data Services Layer provides full support for the service provider & consumer paradigm required in an SOA environment. It enables the definition of clean, well defined service interfaces that separate the user interface from back end data.

Key Benefits Enables reuse of existing assets across projects and departments

Automates back end connectivity

Speeds creation of new applications

Promotes application flexibility

Key Features Create data services that wrap data from any system

Enable quick access to the leading back end systems with Bowstreet Integration extensions

Utilize one data service to drive the display of multiple portlets

Reuse a single user interface Model by plugging in data from different services

Service Oriented Architecture

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WebSphere Portlet Factory Labs

WebSphere Portlet Factory Designer installation

Database – EmployeeCompensationLab 1 - Getting startedLab 2 - SummaryLab 3 - DetailLab 4 - Advanced Configuration & Profiling

Domino – EmployeeProjectExpensesLab 1 – Getting startedLab 2 – Build the Domino integration

SAP – FlightsLab 1 – Getting startedLab 2 – Build the SAP integration

Web Service – DepartmentCompensationLab 1 – Getting startedLab 2 – Build the Web Service integration

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Lab WPF – WebSphere Portlet Designer installation

Part 1 : Setup – Download and Installation

Part 2 : Configuration – Creating a WPF Lab Project

Part 3 : Development – Creating a Test Portlet

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Part 1 : Setup – Download and InstallationStart WebSphere Portal Server

Extract C89V9NA.zip and run Factory.exe

Default install location: C:\Program Files\IBM\WebSphere Portlet Factory)

Three install options (in RAD, in existing Eclipse, And Eclipse)

– select And Eclipse and install in C:\Program Files\eclipse3.1.1

Start Eclipse

– Program Files IBM WebSphere > Portlet Factory > Designer

– select the default workspace

Open the Factory Models perspective

Part 2 : Configuration – Creating a WPF Lab ProjectUse the right pbportlet.jar for WebSphere C2A Portlet wrapper

Copy <Portal Server root>\installedApps\IBM Common_pplication_<version>.ear\CPPMail.war\WEB-INF\lib\pbportlet.jar to C:\Program Files\IBM\WebSphere Portlet Factory\WPFDesigner\FeatureSets\Web-App_5.12.0\Tools\libs

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Part 2 : Configuration – Creating a WPF Lab Project (continued) Create a new Factory WebApp Project WPF_Labs in Eclipse with WebChart & Workplace Dashboard

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Part 2 : Configuration – Creating a WPF Lab Project (continued) Create a new Factory WebApp Project WPF_Labs in Eclipse with WebChart & Workplace Dashboard

– Start with no automatic portlet updating

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Part 3 : Development – Creating a Test PortletCreate a new Factory WebApp Model (Main and Page)

Project WDF_LabsModel: Main and PagePage Setting: Simple PageModel Name: WPD_Labs_Test

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Part 3 : Development – Creating a Test Portlet (continued)Create a Run Configuration

Select New configuration

Optionally select a specific browser

Apply and run

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Part 3 : Development – Creating a Test Portlet (continued)Name the test portlet

Portlet Adapter - WPF_Labs_test

Generate a WebSphere Portlet WAR

Right-click on the project name WPF_Labs > choose Rebuild WAR > click Rebuild Portlet WARs

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Part 3 : Development – Creating a Test Portlet (continued) Install the WebSphere Portlet WAR

In WebSphere Portal Administration - Portlet Management - Web Modules – Install

– <Portal Server root>\installableApps\WPF_Labs.war

Add portlet to a test page

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Part 3 : Development – Creating a Test Portlet (continued)Test

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Lab WPF – WebSphere Portlet Designer installationSummary Part 1 : Setup – Download and Installation

Start WebSphere Portal Server

Extract C89V9NA.zip and run Factory.exe

Part 2 : Configuration – Creating a WPF Lab ProjectUse the right pbportlet.jar for WebSphere C2A Portlet wrapper

Part 3 : Development – Creating a Test PortletCreate a new Factory WebApp Project WPF_Labs in Eclipse with WebChart & Workplace Dashboard

Create a new Factory WebApp Model (Main and Page)

Create a Run Configuration

Name the test portlet

Portlet Adapter - WPF_Labs_test

Generate a WebSphere Portlet WAR

Install the WebSphere Portlet WAR

Add portlet to a test page

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Lab WPF - Database – EmployeeCompensation

Summary

Chart

Detail

Click-to-Action

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Implement a JDBC call to a Relational Database (provided and called DEMO) without writing a single line of JDBC Java code to create a connection, prepare a statement, populate this statement with parameters, execute the statement, or process the Result Set

Add an operation to a Data Service Provider model by employing the inherent Service-Oriented-Architecture of WebSphere Portlet Factory

Test the Data Service Provider by using WPF-generated Testing Support

Generate a Web Service Definition Language (WSDL) document to describe the provided operations contained within your Service Provider model

Consume provided Data Services into a user-friendly, data-driven application with rich user interface elements such as data field formatting

Implement Portlet Messaging to yield a Summary-Detail user interface paradigm

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Lab WPF - Database – EmployeeCompensation Four labs

Lab 1 - Getting started Part 1 : Configure the DEMO Cloudscape database Part 2 : Configure the J2EE DataSource Part 3 : Install the Employee Compensation demo Part 4 : Confirm and Deploy

Lab 2 - Summary Part 1 : Create a new WPF Service Provider model Part 2 : Create a new WPF Service Consumer model

Lab 3 - Detail Part 1 : Add a Data Service Operation to an existing WPF Service Provider model Part 2 : Create a new WPF Service Consumer model

Lab 4 - Advanced Configuration & Profiling Part 1 : Advanced Project Configuration Part 2 : Edit an Employee Record Part 3 : Managers vs. HR Administrators Part 4 : Profiling to Accommodate End User Choices

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Lab WPF - Database – EmployeeCompensation – Getting started

Part 1 : Configure the DEMO Cloudscape database

Part 2 : Configure the J2EE DataSource

Part 3 : Install the Employee Compensation demo

Part 4 : Confirm and Deploy

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Part 1 : Configure the DEMO Cloudscape databaseCheck that you have extracted EmployeeCompensation.zip into any folder

Extract DEMO.zip in C:\Cloudscape

Part 2 : Configure the J2EE DataSourceLogin to the WebSphere Application Server Administration Console

Once logged in, in the left navigation, under Resources, select JDBC Providers

Create Cloudscape JDBC Provider needed for the DataSource

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Part 2 : Configure the J2EE DataSource (continued)Set name, description and classpath:

Set Implementation Classname to org.apache.derby.jdbc.EmbeddedXADataSource and apply

Scroll down to the Additional Properties box and click the Data Sources link

New Data Source:

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Part 2 : Configure the J2EE DataSource (continued)Scroll down to Additional Properties and click the Custom Properties link

New Custom Property

Apply and save

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Part 2 : Configure the J2EE DataSource (continued)Test the Data Source

Navigate to Resources > JDBC Providers > Cloudscape 10.1 JDBC Provider > Data Sources

Log out and stop server1

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Part 3 : Install the Employee Compensation demoCopy WPF-demo-database-EmployeeCompensation.pkg into the Packages folder of the WebSphere

Portlet Factory Designer installation

C:\Program Files\IBM\WebSphere Portlet Factory\WPFDesigner\FeatureSets\Web-App_5.12.0\Packages\

Add to WPF_Labs project

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Part 4 : Confirm and Deploy (Re)start WebSphere Portal

Test summary.model

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Part 4 : Confirm and DeployRecreate and Redeploy the WPF_Labs.war

Position the Portlets on a two-column page (65% / 35% WPF Database Employee Compensation / WPF Database Employee Detail respectively)

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Lab WPF - Database – EmployeeCompensation – Getting startedSummary

Part 1 : Configure the DEMO Cloudscape databaseCheck that you have extracted EmployeeCompensation.zip into any folder

Extract DEMO.zip in C:\Cloudscape

Part 2 : Configure the J2EE DataSourceCreate and test in WebSphere Application Server Administration Console

Part 3 : Install the Employee Compensation demoCopy WPF-demo-database-EmployeeCompensation.pkg into the Packages folder of the WebSphere



Part 4 : Confirm and Deploy (Re)start WebSphere Portal

Test summary.model

Recreate and Redeploy the WPF_Labs.war

Position the Portlets on a two-column page (65% / 35% WPF Database Employee Compensation / WPF Database Employee Detail respectively)

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Lab WPF - Database – EmployeeCompensation - Summary Part 1 : Create a new WPF Service Provider model

New Factory WebApp Model (empty) myEmployeeProvider

Add a Database Call to the model

SQL Call – GetSummaryData

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Lab WPF - Database – EmployeeCompensation - Summary Part 1 : Create a new WPF Service Provider model - continued

Define a Data Service in the model

Service Definition – Employee

Define a Data Service Operation in the model

Service Operation – SummaryData

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Lab WPF - Database – EmployeeCompensation - Summary Part 1 : Create a new WPF Service Provider model - continued

Test the Service Provider model

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Lab WPF - Database – EmployeeCompensation – SummarySummary

Part 1 : Create a new WPF Service Provider modelNew Factory WebApp Model (empty) myEmployeeProvider

Add a Database Call to the model

SQL Call – GetSummaryData


Service Definition – Employee


Service Operation – SummaryData


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Lab WPF - Database – EmployeeCompensation - Summary Part 2 : Create a new WPF Service Consumer model

New Factory WebApp Model (empty) myEmployeeSummaryPortlet

Consume the Data Service created in Part 1

Service Consumer – Employee

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Lab WPF - Database – EmployeeCompensation - Summary Part 2 : Create a new WPF Service Consumer model

Create a page to view the Database Call results

View & Form – Summary

Provide a Graphical Representation of Compensation

Web Charts – SummaryChart

Define Rich Data

In Service Consumer Employee - Rich Data Definition File

Translate field names using a Resource Bundle

In View & Form Summary - Label Translation and Sample HTML - Resource Bundle Name

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Lab WPF - Database – EmployeeCompensation - Summary Part 2 : Create a new WPF Service Consumer model - continued

Add support for Portlet Messaging

Portal Event Declaration - EmployeeDetail :

Link – EmployeeDetail :

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Lab WPF - Database – EmployeeCompensation - Summary Part 2 : Create a new WPF Service Consumer model - continued

Name the Portlet

Portlet Adapter – myEmployeeSummaryPortlet

(Re)create and Redeploy the war, create page and add new portlet

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Lab WPF - Database – EmployeeCompensation – SummarySummary Part 2 : Create a new WPF Service Consumer model

New Factory WebApp Model (empty) myEmployeeSummaryPortlet Consume the Data Service created in Part 1

Service Consumer – EmployeeCreate a page to view the Database Call results

View & Form – Summary Provide a Graphical Representation of Compensation

Web Charts – SummaryChart Define Rich Data

In Service Consumer Employee - Rich Data Definition File Translate field names using a Resource Bundle

In View & Form Summary - Label Translation and Sample HTML - Resource Bundle Name Add support for Portlet Messaging

Portal Event Declaration - WPS Default Portlet Message with Event Name (EmployeeDetail) Link – EmployeeDetail (Summary_PageView page, EMPNO tag, Link to an action fireEmployeeDetail method and Input

Mapping EMPNO $(Variables/EmployeeLoopVar/Employee/EMPNO) Name the Portlet

Portlet Adapter – myEmployeeSummaryPortlet (Re)create and Redeploy the war, create page and add new portlet

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Lab WPF - Database – EmployeeCompensation - Detail Part 1 : Add a Data Service Operation to an existing WPF Service Provider model

Add a Database Call to the myEmployeeProvider model

SQL Call – GetDetailData for Employee

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Lab WPF - Database – EmployeeCompensation - Detail

Part 1 : Add a Data Service Operation to an existing WPF Service Provider model (continued)Define a new Data Service Operation in the model

Service Operation – DetailData for Data Service Employee

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Lab WPF - Database – EmployeeCompensation - Detail

Part 1 : Add a Data Service Operation to an existing WPF Service Provider model (continued)Test the Service Provider model

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Lab WPF - Database – EmployeeCompensation – DetailSummary

Part 1 : Add a Data Service Operation to an existing WPF Service Provider modelAdd a Database Call to the myEmployeeProvider model

SQL Call – GetDetailData for Employee

Define a new Data Service Operation in the model

Service Operation – DetailData for Data Service Employee


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Lab WPF - Database – EmployeeCompensation - Detail Part 2 : Create a new WPF Service Consumer model

New Factory WebApp Model (empty) – myEmployeeDetailPortlet

Create a Start page

Page – Start

Create an Action List to execute when the portlet loads

Action List – main (loads the Start page)

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Lab WPF - Database – EmployeeCompensation - Detail Part 2 : Create a new WPF Service Consumer model (continued)

Consume the Data Service created in Part One

Service Consumer – Employee

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Create a page to view the Database Call results

View & Form – Detail

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Portal Event Declaration : EmployeeDetail

Event Handler – HandleEmployeeDetail :

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Override Data Service Inputs

Update Service Consumer Employee Override Inputs


View and Form update Label Translation and Sample HTML - Resource Bundle Name

Name the Portlet

Portlet Adapter – myEmployeeDetailPortlet

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Recreate and Redeploy the war and add portlet to a page

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Lab WPF - Database – EmployeeCompensation – DetailSummary

Part 2 : Create a new WPF Service Consumer model New Factory WebApp Model (empty) – myEmployeeDetailPortlet Create a Start page

Page – Start Create an Action List to execute when the portlet loads

Action List – main (loads the Start page) Consume the Data Service created in Part One

Service Consumer – Employee Create a page to view the Database Call results

View & Form – Detail Add support for Portlet Messaging

Portal Event Declaration - WPS Default Portlet Message with Event Name (EmployeeDetail) Variable – EMPNO Event Handler – HandleEmployeeDetail (Assign variable EMPNO, run Service Operation DetailData, Show View & Form

Detail_ViewPage) Override Data Service Inputs

Update Service Consumer Employee Override Inputs (DetailData Service Operation, load variable EMPNO) Translate field names using a Resource Bundle

View and Form update Label Translation and Sample HTML - Resource Bundle Name Name the Portlet

Portlet Adapter – myEmployeeDetailPortlet Recreate and Redeploy the war and add portlet to a page

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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling

Part 1 : Advanced Project ConfigurationConfigure WPF Designer to update automatically the portlet WARs

Part 2 : Edit an Employee RecordReuse myEmployeeDetailPortlet.model

Consume another Data Service into the model

Service Consumer – Update

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Part 2 : Edit an Employee Record (continued) Import an Edit page

Create an Action List to execute when the Edit page is submitted

Action List - UpdateEmployeeAction

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Part 2 : Edit an Employee Record (continued)Add the Edit Interface to the Edit

page

Data Page - Edit

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Part 2 : Edit an Employee Record (continued)Add navigation buttons to pages

Button – EditButton

Button - CancelButton

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Part 2 : Edit an Employee Record (continued)Add navigation buttons to pages

Button – SubmitButton

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Part 2 : Edit an Employee Record (continued)Logout & in on Portal and test:

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Part 3 : Managers vs. HR AdministratorsProfile ‘Edit’ button to show for HR Administrators only

Edit Enable Builder profile

Fill out Profile Set

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Part 3 : Managers vs. HR Administrators (continued)Profile ‘Edit’ button to show for HR Administrators only (continued)

Update Portlet Adapter myEmployeeDetailPortlet

Logout & in on Portal and test::

Select ‘Manager’ and there is no way to edit facility

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Part 4 : Profiling to Accommodate End User ChoicesEdit in myEmployeeSummaryPortlet.model the View & Form Summary and click the Rows

Per Page profile

Create Entry:

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Part 4 : Profiling to Accommodate End User ChoicesEdit the Web Charts SummaryChart and click the Enable Builder profile

Create Entry:

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Part 4 : Profiling to Accommodate End User ChoicesEdit Portlet Adaptor myEmployeeSummaryPortlet and modify Profile Sets as follows:

Logout & in on Portal and test:

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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & ProfilingSummary

Part 1 : Advanced Project Configuration Configure WPF Designer to update automatically the portlet WARs

Part 2 : Edit an Employee Record Reuse myEmployeeDetailPortlet.model Consume another Data Service into the model

Service Consumer – Update Import an Edit page Create an Action List to execute when the Edit page is submitted

Action List – UpdateEmployeeAction Add the Edit Interface to the Edit page

Data Page – Edit Add navigation buttons to pages

Button – EditButton, CancelButton, SubmitButton

Part 3 : Managers vs. HR Administrators Profile ‘Edit’ button to show for HR Administrators only

Part 4 : Profiling to Accommodate End User Choices Edit in myEmployeeSummaryPortlet.model the View & Form Summary modify the Rows Per Page profile to become configurable (5, 10, 15,

20) Edit the Web Charts SummaryChart and modify the Enable Builder profile to become configurable for two user profiles (Manager and HR

Administrator) Edit Portlet Adaptor myEmployeeSummaryPortlet and modify Profile Sets to include new configuration

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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & ProfilingSummary

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Summary Implement a JDBC call to a Relational Database (provided and called DEMO) without writing a single line

of JDBC Java code to create a connection, prepare a statement, populate this statement with parameters, execute the statement, or process the Result Set

Add an operation to a Data Service Provider model by employing the inherent Service-Oriented-Architecture of WebSphere Portlet Factory


Generate a Web Service Definition Language (WSDL) document to describe the provided operations contained within your Service Provider model

Consume provided Data Services into a user-friendly, data-driven application with rich user interface elements such as data field formatting


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Lab WPF – Domino – EmployeeProjectExpenses

Domino View Domino Form in same portlet

Pagination Actions Edit, Delete

Actions Search, New

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Surface a Domino View in a portlet without writing a line of java code

Implement full form/document support so that users can create, update and remove Domino Documents associated with a Domino View

Quickly apply reusable field level formatting via the Rich Data Definition builder


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Lab WPF - Domino – EmployeeProjectExpenses Lab 1 – Getting started

Part 1 : Install the Employee Project Expenses demo


Lab 2 – Build the Domino integration

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Lab WPF - Domino – EmployeeProjectExpenses – Getting started

Part 1 : Load the Domino demo databaseExtract EmployeeProjectExpenses.zip

Place the Expenses.nsf in <Domino Server Root>\Data\WPF\demo

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Part 2 : Configure the Lotus Domino ServerStart Domino server

Open the Domino Administrator and connect to your server as your admin user.

Open up the Server Configuration Document

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Part 2 : Configure the Lotus Domino Server (continued)Update the Security settings

Specify LocalDomainAdmins for everything in the Progammability Restrictions section

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Part 2 : Configure the Lotus Domino Server (continued)Determine HTTP Port

Turn on HTTP Browsing

Select Internet Protocols tab (peer of Basics) - HTTP - Under R5 Basics - Yes to Allow HTTP clients to browse databases and save

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Part 2 : Configure the Lotus Domino Server (continued)Turn on the DIIOP and HTTP programs

Edit <Domino Server Root>/notes.ini and save

– Ensure HTTP and DIIOP are in list of ServerTasks

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Part 2 : Configure the Lotus Domino Server (continued)Test Domino HTTP server

http://localhost:80/

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Part 2 : Configure the Lotus Domino Server (continued)Test Domino Employee Expenses database

http://localhost:<domino http port>/WPF/demo/expenses.nsf/ReportsByApprover?OpenView

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Part 3 : Install the Employee Compensation demoCopy WPF-demo-domino-EmployeeProjectExpenses.pkg into the Packages folder of the WebSphere




Confirm to overwrite

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Part 3 : Install the Employee Compensation demo (continued)Create a domino configuration properties file

Copy WEBINF\config\domino_config\default_domino_server.properties to my_server.properties

Edit my_server.properties

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Part 4 : Confirm and DeployTest Expenses.model

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Part 4 : Confirm and Deploy (continued)Recreate and Redeploy the WPF_Labs.war

Position the Portlets on a two-column page (60% / 40% WPF Domino Project Expenses / WPF Domino Project Details respectively)

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Lab WPF - Domino – EmployeeProjectExpenses – Getting startedSummary

Part 1 : Load the Domino demo databaseExtract EmployeeProjectExpenses.zip - Expenses.nsf in <Domino Server Root>\Data\WPF\demo

Part 2 : Configure the Lotus Domino ServerEdit Server Configuration Document Security Settings & Turn on HTTP Browsing

Turn on the DIIOP and HTTP programs

Test Domino HTTP server & Domino Employee Expenses database

Part 3 : Install the Expenses demoAdd WPF-demo-domino-EmployeeProjectExpenses.pkg to WPF_Labs project

Create a domino configuration properties file

Part 4 : Confirm and DeployTest Expenses.model


Position the Portlets on a two-column page (60% / 40% WPF Domino Project Expenses / WPF Domino Project Details respectively)

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New Factory WebApp Model (empty) myExpenses

Expose the Domino expenses view in a web application Domino View & Form –

MyExpenses


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Add Forms & Document Support to the web application in the Domino View & Form MyExpenses:


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Add formatting to the view

– Rich Data Definition – My ExpensesView


– Domino View & Form MyExpenses - Label Translation Settings


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Add support for Portlet MessagingPortal Event Declaration - ProjectDetailEvent


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Add support for Portlet Messaging (continued)Link - GetProjectDetail


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Name the PortletPortlet Adapter – myEmployeeProjectExpensesPortlet



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Lab WPF – Domino – EmployeeProjectExpensesSummary

Lab – Build the Domino integration New Factory WebApp Model (empty) myExpenses

Expose the Domino expenses view in a web application

Domino View & Form – MyExpenses

– Add Forms & Document Support to the web application

– Add formatting to the view

– Rich Data Definition – My ExpensesView

– Translate field names using a Resource Bundle

– Domino View & Form MyExpenses - Label Translation Settings


Portal Event Declaration – ProjectDetailEvent

Link – GetProjectDetail

Name the Portlet

Portlet Adapter – myEmployeeProjectExpensesPortlet

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SummarySurface a Domino View in a portlet without writing a line of java code

Implement full form/document support so that users can create, update and remove Domino Documents associated with a Domino View

Quickly apply reusable field level formatting via the Rich Data Definition builder


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Lab WPF – SAP – Flights

Summary Flight Availability Detail

Web Services

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Lab WPF – SAP – Flights

Implement SAP JCo to make calls to two SAP BAPIs without writing a single line of SAP JCo Java code or even familiarizing yourself with the underlying API

Define a Service in, and then added an operation to, a Data Service Provider model by employing the inherent Service-Oriented-Architecture of WebSphere Portlet Factory


Generate a Web Service Definition Language (WSDL) document to describe all of the provided operations contained within your Service Provider model

Consume provided Data Services into a user-friendly, data-driven application with rich user interface elements such as sorting, data field formatting, and graphical data representations


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Lab WPF - SAP – Flights

Lab 1 – Getting startedPart 1 : Install (or confirm pre-installation of) Mini SAP (MiniWAS 6.10)

Part 2 : License Mini SAP (MiniWAS 6.10) from SAP

Part 3 : Configure SAP Libraries

Part 4 : Install the SAP Extension Feature Set

Part 5 : Install/Test/Deploy the Flights demo

Lab 2 – Build the SAP integrationPart 1 : Create a new WPF Service Provider model

Part 2 : Create a new WPF Service Consumer model

Part 3 : Add a Flight Availability Portlet

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Lab WPF - SAP – Flights – Getting started Part 1 : Install (or confirm pre-installation of) Mini SAP (MiniWAS 6.10)

Install Mini SAP Web Application Server

Extract MiniSAP6.10.zip

Start <CD Drive>\setup.bat

Within the INSTGUI, enter the target directory C:\MiniWAS

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Lab WPF - SAP – Flights – Getting started Part 1 : Install (or confirm pre-installation of) Mini SAP (MiniWAS 6.10) (continued)

Install Mini SAP Web Application Server (continued)

Confirm kernel and data drives

Enter the target drive for SAP DB database software

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Install Mini SAP Web Application Server (continued)

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Start the database and the SAP System

Programs > Mini SAP Web AS > Start SAP WA1

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Lab WPF - SAP – Flights – Getting started Part 2 : License Mini SAP (MiniWAS 6.10) from SAP

Get license key

DOS in C:\MiniWAS\saplicense -get

Request a new license for WA1 SAP Web Application Server 6.10

http://www.sap.com/solutions/netweaver/minisap.asp

Renew license

DOS in C:\MiniWAS\saplicense -install

http://www.sap.com/solutions/netweaver/minisap.asp

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Lab WPF - SAP – Flights – Getting started Part 3 : Configure SAP Libraries

Copy sapjco.jar to

<WebSphere App Server root>/lib/ext folder

lib folder of the core WPF Eclipse plugin

– C:\Program Files\IBM\WebSphere Portlet Factory\WPFDesigner\eclipse\plugins\com.bowstreet.designer.core_5.12.0\lib

Copy librfc32.dll and sapjcorfc.dll to

<Windows root>\system32

Restart Eclipse and WebSphere Portal Server

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Lab WPF - SAP – Flights – Getting started Part 4 : Install the SAP Extension Feature Set


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Lab WPF - SAP – Flights – Getting started Part 5 : Install/Test/Deploy the Flights demo (continued)

Test the SAP Extension Feature Set

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Copy WPF-demo-sapr3-Flights.pkg into the Packages folder of the WebSphere Portlet Factory Designer installation



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Test FlighList.model

WEB-INF/models/demo/SAP/R3/flights/portlets/FlightList.model

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Position the WPF SAP R3 Flight List and WPF SAP R3 Flight Availability portlets on a two-column page (75% / 25% WPF SAP R3 Flight List / WPF SAP R3 Flight Availability respectively)

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Lab WPF - SAP – Flights – Getting startedSummary

Part 1 : Install (or confirm pre-installation of) Mini SAP (MiniWAS 6.10) Install Mini SAP Web Application Server Start the database and the SAP System

Part 2 : License Mini SAP (MiniWAS 6.10) from SAP Get license key, request license, renew license

Part 3 : Configure SAP Libraries (overview) Copy sapjco.jar, librfc32.dll and sapjcorfc.dll Restart Eclipse and WebSphere Portal Server

Part 4 : Install the SAP Extension Feature Set (overview) Add to WPF_Labs project

Part 5 : Install/Test/Deploy the Flights demo (overview) Test the SAP Extension Feature Set Add WPF-demo-sapr3-Flights.pkg to WPF_Labs project Test FlighList.model

WEB-INF/models/demo/SAP/R3/flights/portlets/FlightList.model Recreate and Redeploy the WPF_Labs.war Position the WPF SAP R3 Flight List and WPF SAP R3 Flight Availability portlets on a two-column page (75% / 25% WPF SAP

R3 Flight List / WPF SAP R3 Flight Availability respectively)

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Lab WPF - SAP – Flights Part 1 : Create a new WPF Service Provider model

New Factory WebApp Model (empty) myFlightsProvider


Service Definition– FlightData

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Lab WPF - SAP – Flights Part 1 : Create a new WPF Service Provider model (continued)

Add an SAP Function Call to the model

SAP Function Call - FlightList

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Lab WPF - SAP – Flights Part 1 : Create a new WPF Service Provider model (continued)


Service Operation- GetFlightList

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Lab WPF - SAP – Flights Part 2 : Create a new WPF Service Consumer model

New Factory WebApp Model (empty) myFlightListPortlet


Service Consumer - FlightData

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Lab WPF - SAP – Flights Part 2 : Create a new WPF Service Consumer model (continued)

Create a page to view the SAP Function Call results

View & Form – FlightSearchAndResults

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Portal Event Declaration - FlightDetail

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Add support for Portlet Messaging (continued)

Link – FlightDetailLink

Name the Portlet

Portlet Adapter - myFlightSearchPortlet

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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet

Add an SAP Function Call to the model myFlightsProvider

SAP Function Call - FlightAvailability

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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)


Service Operation – GetFlightAvailability

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Test

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New Factory WebApp Model (empty) myFlightAvailabilityPortlet

Create a Start page and main Action List

Page – Start with Page contents:<html>

<body>

Select a flight for availability.<br /><br />

</body>

</html>

Action List – main

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Create Variables to contain FlightDetail Portlet Event arguments

Variable – AIRLINEID, CONNECTIONID & FLIGHTDATE

Consume the Data Service

Service Consumer - FlightData

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View & Form – Availability


Portal Event Declaration - FlightDetail

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Add support for Portlet Messaging (continued)

Event Handler – HandleFlightDetail

Name the Portlet

Portlet Adapter - myFlightAvailabilityPortlet


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Lab WPF - SAP – FlightsSummary

Part 1 : Create a new WPF Service Provider model (overview) New Factory WebApp Model (empty) myFlightsProvider


Service Definition– FlightData

Add an SAP Function Call to the model

SAP Function Call – FlightList


Service Operation- GetFlightList

Part 2 : Create a new WPF Service Consumer model New Factory WebApp Model (empty) myFlightListPortlet


Service Consumer – FlightData


View & Form – FlightSearchAndResults


Portal Event Declaration – FlightDetail

Link – FlightDetailLink

Name the Portlet

Portlet Adapter - myFlightSearchPortlet

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Lab WPF - SAP – FlightsSummary

Part 3 : Add a Flight Availability Portlet Add an SAP Function Call to the model myFlightsProvider

SAP Function Call – FlightAvailability Define a Data Service Operation in the model

Service Operation – GetFlightAvailability New Factory WebApp Model (empty) myFlightAvailabilityPortlet Create a Start page and main Action List

Page – Start Action List – main

Create Variables to contain FlightDetail Portlet Event arguments Variable – AIRLINEID, CONNECTIONID & FLIGHTDATE

Consume the Data Service Service Consumer – FlightData

Create a page to view the SAP Function Call results View & Form – Availability

Add support for Portlet Messaging Portal Event Declaration – FlightDetail Event Handler – HandleFlightDetail

Name the Portlet Portlet Adapter - myFlightAvailabilityPortlet


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Lab WPF – SAP – Flights Summary

Implement SAP JCo to make calls to two SAP BAPIs without writing a single line of SAP JCo Java code or even familiarizing yourself with the underlying API



Generate a Web Service Definition Language (WSDL) document to describe all of the provided operations contained within your Service Provider model



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Lab WPF – Web Service – DepartmentCompensation

Summary

Web Chart

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Consume a WSDL-described Web Service into a WPF Provider model without manually implementing or having knowledge of the Apache Axis API (an implementation of the SOAP ("Simple Object Access Protocol") submission to W3C)




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Lab WPF - Web Service – DepartmentCompensation

Lab 1 - Getting startedPart 1 : Install the Department Compensation demo


Lab 2 - Build the Web Service integration Part 1 : Create a new WPF Service Provider model

Part 2 : Create a new WPF Service Consumer model

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Lab WPF - Web Service – DepartmentCompensation – Getting started

Part 1 : Install the Department Compensation demoCopy WPF-demo-webservice-DepartmentCompensation.pkg into the Packages folder of the WebSphere




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Part 2 : Confirm and DeployTest web_service.model

Run and add /Action!getWSDL:

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Part 2 : Confirm and Deploy (continued)Test Summary.model

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Position the Portlet on a two-column page (50% / 50% empty / WPF Web Service Department Compensation respectively)

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Lab WPF - Web Service – DepartmentCompensation – Getting startedSummary

Part 1 : Install the Department Compensation demoCopy WPF-demo-webservice-DepartmentCompensation.pkg into the Packages folder of the WebSphere





Run and add /Action!getWSDL

Test Summary.model



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Lab WPF - Web Service – DepartmentCompensation Part 1 : Create a new WPF Service Provider model

New Factory WebApp Model (empty) myDepartmentCompensationProvider


Web Service Call – DepartmentCompensation

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Lab WPF - Web Service – DepartmentCompensation Part 1 : Create a new WPF Service Provider model (continued)


Service Definition - Department

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Lab WPF - Web Service – DepartmentCompensation Part 1 : Create a new WPF Service Provider model (continued)


Service Operation – GetDepartmentCompensation

Test

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Lab WPF - Web Service – DepartmentCompensation Part 2 : Create a WPF Service Consumer (Portlet) model

New Factory WebApp Model (empty) myDepartmentCompensationPortlet


Service Consumer - Department

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Lab WPF - Web Service – DepartmentCompensation Part 2 : Create a WPF

Service Consumer (Portlet) model (continued)Create a page to view

the Web Service Call results

View & Form – Summary

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Lab WPF - Web Service – DepartmentCompensation Part 2 : Create a WPF Service Consumer (Portlet) model (continued)

New Factory WebApp Model (empty) myDepartmentCompensationPortlet


Service Consumer - Department

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Lab WPF - Web Service – DepartmentCompensation Part 2 : Create a WPF Service

Consumer (Portlet) model (continued)Provide a Graphical Representation of

Department Compensation

Web Charts - SummaryChart

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Lab WPF - Web Service – DepartmentCompensation Part 2 : Create a WPF Service Consumer (Portlet) model (continued)

Name the Portlet

Portlet Adapter – myDepartmentCompensationPortlet



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Lab WPF - Web Service – DepartmentCompensationSummary Part 1 : Create a new WPF Service Provider model

New Factory WebApp Model (empty) myDepartmentCompensationProviderDefine a Data Service in the model

Web Service Call – DepartmentCompensationDefine a Data Service in the model

Service Definition – DepartmentDefine a Data Service Operation in the model

Service Operation – GetDepartmentCompensation

Part 2 : Create a new WPF Service Consumer modelNew Factory WebApp Model (empty) myDepartmentCompensationPortletConsume the Data Service created in Part 1

Service Consumer – DepartmentCreate a page to view the Web Service Call results

View & Form – SummaryName the Portlet

Portlet Adapter – myDepartmentCompensationPortlet

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SummaryConsume a WSDL-described Web Service into a WPF Provider model without manually implementing or

having knowledge of the Apache Axis API (an implementation of the SOAP ("Simple Object Access Protocol") submission to W3C)




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WebSphere Portlet Factory Labs


Database – EmployeeCompensationLab 1 - Getting startedLab 2 - SummaryLab 3 - DetailLab 4 - Advanced Configuration & Profiling

Domino – EmployeeProjectExpensesLab 1 – Getting startedLab 2 – Build the Domino integration

SAP – FlightsLab 1 – Getting startedLab 2 – Build the SAP integration

Web Service – DepartmentCompensationLab 1 – Getting startedLab 2 – Build the Web Service integration

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Workplace Dashboard Factory

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Workplace Dashboard Factory


Charting






Executive

Sales



Rapid App Dev (RAD)



Profiling engine

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The Dashboard Framework is a set of reusable assets, robust administration tools, and dashboard-specific features that speed the creation of custom dashboards.


Robust Alerting Module Flexible FilteringCentralized Admin. Console

Reusable Components Hi-Fidelity Charting

Flexible and Powerful Dashboard Framework

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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

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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!


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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 Qtr •2nd Qtr •3rd Qtr •4th Qtr

•Actual•Plan

Hi-Fidelity Charting

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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

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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

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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

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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

Comprehensive Alert Engine

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Displays alerts appropriate to a user’s role and personal preferences

Enables dynamic configuration of notifications

Configurable My Alerts Portlet

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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

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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

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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

Workplace Dashboard Framework 2.6 Builders

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By deploying on a standard portal, you can:

Leverage existing infrastructures

Avoid potential obsolescence of BI portals

Take advantage of value-added services such as built-in collaboration

Industry standard portals provide the most scalable, robust foundation for enterprise dashboards

Portal

B2C

B2B

B2E

Content

Process

Applications

People

Standard Portals – The Ideal Dashboard Foundation

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Workplace Dashboard Factory Labs

Framework – CompensationBudget

Alerting – CompensationBudgetAlerting

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Lab WDF - Database – CompensationBudget

Status

color Excel table export

Portlet content

print

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Employ the Service-Oriented-Architecture of the Workplace Dashboard Framework to consume two data services that integrate with a Relational Database via JDBC

Turn raw Data Services into a user-friendly graphical application with high-level chart and table summary views, including drilldown to more detailed data

Add rich user interface elements such as sorting, data field formatting and visual indicators to help users interpret the data

Easily enable valuable features such as exporting of data to Excel and printing of portlet.

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Lab 1 - Getting startedPart 1 : Install the Compensation Budget demo


Lab 2 - Build the Workplace Dashboard integration Part 1 : Test the Service Provider model

Part 2 : Create a new dashboard portlet model

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Lab WDF - Database – CompensationBudget– Getting started

Part 1 : Install the Department Compensation demoCopy WDF-demo-dashboard-framework-CompensationBudget.pkg into the Packages folder of the




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Part 2 : Confirm and DeployTest SummaryAndDrilldown.model

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Position the WDF Compensation Budget Portlet on the left of a two-column page

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Lab WDF - Database – CompensationBudget– Getting startedSummary

Part 1 : Install the Compensation Budget demoCopy WDF-demo-dashboard-framework-CompensationBudget.pkg into the Packages folder of the





Run and add /Action!getWSDL

Test Summary.model



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Part 1 : Test the Service Provider model

Part 2 : Create a new dashboard portlet model

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Lab WDF - Database – CompensationBudget Part 1 : Test the Service Provider model

Run the Service Provider model to test the services

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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard

portlet model (continued)New Factory WebApp Model (empty)

mySummaryAndDrilldownPortlet

Consume the Data Services you tested in Part 1

Service Consumer – Budget

– Provider Model: demo/dashboard/framework/compensation_budget/data/BudgetDataProvider

Add a Summary and Drilldown Builder to create a page to call the data services and display the results

Summary and Drilldown - Summary

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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)

Test

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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet

model (continued)Make a few changes to the summary view of

compensation budget:

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Test

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Passing Parameters in the Service Consumer

Service Consumer – Edit Budget

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Add breadcrump to summary

Summary and Drilldown – Edit Summary

Test

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Add a Localized Resource Builder to import a localizable set of field labels

Localized Resource - LocaleData

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Add Localization to the Summary and Drilldown Builder


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Test

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Open the compensation_budget and base Rich Data Definition files

/WEB-INF/demo/dashboard/framework/compensation_budget/datadefinitions

– compensation_budget.xml and base.xml

Reopen the Service Consumer Builder and point to the Rich Data Definition file

Service Consumer – Edit Budget

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Test

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Lab WDF - Database – CompensationBudget Part 2 : Create a new

dashboard portlet model (continued)Add a Status Indicator Builder

to highlight the “% of Budget” field for departments that are close to or exceeding their budget

Status Indicator – BudgetWarning

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Add a second Status Indicator with a red/yellow/green light icon

Status Indicator – Status

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Test

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Add a Summary Row Builder to each table to summarize each column

Summary Row – ByDepartmentSummaryRow

Summary Row – ByEmployeeSummaryRow

Test

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Hide some of the Table Columns using Data Column Modifier

Data Column Modifier – ByDepartmentTableColumns

Data Column Modifier – ByEmployeeTableColumns

Test

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Name the Portlet

Portlet Adapter – mySummaryAndDrilldownPortlet



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Lab WDF - Database – CompensationBudgetSummary

Part 1 : Test the Service Provider model Run the Service Provider model to test the services

Part 2 : Create a new dashboard portlet model New Factory WebApp Model (empty) mySummaryAndDrilldownPortlet Consume the Data Services you tested in Part 1

Service Consumer – Budget– Provider Model: demo/dashboard/

framework/compensation_budget/data/BudgetDataProvider

Add a Summary and Drilldown Builder to create a page to call the data services and display the results Summary and Drilldown – Summary

Make a few changes to the summary view of compensation budget Passing Parameters in the Service Consumer

Service Consumer – Edit Budget Add breadcrump to summary

Summary and Drilldown – Edit Summary Add a Localized Resource Builder to import a localizable set of field labels

Localized Resource – LocaleData Add Localization to the Summary and Drilldown Builder


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Lab WDF - Database – CompensationBudgetSummary

Part 2 : Create a new dashboard portlet model (overview continued) Open the compensation_budget and base Rich Data Definition files

/WEB-INF/demo/dashboard/framework/compensation_budget/datadefinitions– compensation_budget.xml and base.xml

Reopen the Service Consumer Builder and point to the Rich Data Definition file Service Consumer – Edit Budget

Add a Status Indicator Builder to highlight the “% of Budget” field for departments that are close to or exceeding their budget Status Indicator – BudgetWarning

Add a second Status Indicator with a red/yellow/green light icon Status Indicator – Status

Add a Summary Row Builder to each table to summarize each column Summary Row – ByDepartmentSummaryRow Summary Row – ByEmployeeSummaryRow

Hide some of the Table Columns using Data Column Modifier Data Column Modifier – ByDepartmentTableColumns Data Column Modifier – ByEmployeeTableColumns

Name the Portlet Portlet Adapter – mySummaryAndDrilldownPortlet

Recreate and Redeploy the war and add portlet to a page Logout & in on Portal and test

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SummaryEmploy the Service-Oriented-Architecture of the Workplace Dashboard Framework to consume two

data services that integrate with a Relational Database via JDBC

Turn raw Data Services into a user-friendly graphical application with high-level chart and table summary views, including drilldown to more detailed data

Add rich user interface elements such as sorting, data field formatting and visual indicators to help users interpret the data

Easily enable valuable features such as exporting of data to Excel and printing of portlet.

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Lab WDF - Database – CompensationBudgetAlerting

My personal alerts

Manage alerts

Detail

Status color

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Convert a Service Provider into data provider for alerting

Create an alert using the scripting UI tools

Learn to use the Manage Alerts and My Alerts portlet

Use the Alerting Engine as logic processor for your status indicator variable and thus use alerting to drive the UI in a custom built data driven portlet

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Lab 1 - Getting startedPart 1 : Install the Compensation Budget Alerting demo


Lab 2 - Build the Workplace Dashboard integration Part 1 : Add Alerting to the Service Provider model

Part 2 : Create a Department Compensation Remaining Alert

Part 3 : Add Alerting to a Data Driven Portlet

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Lab WDF - Database – CompensationBudgetAlerting – Getting started

Part 1 : Install the Compensation Budget Alerting demoAdd to WPF_Labs project

Confirm suppression

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Lab WDF - Database – CompensationBudgetAlerting – Getting started


Position the Portlets on the page:

And test

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Lab WDF - Database – CompensationBudgetAlerting – Getting startedSummary

Part 1 : Install the Compensation Budget Alerting demo Add to WPF_Labs project

Confirm suppression


Position the Portlets on the page

And test

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Lab WDF - Database – CompensationBudgetAlerting Part 1 : Add Alerting to the Service Provider model

Add Alerting

Alert Data – CompensationUsed

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Lab WDF - Database – CompensationBudgetAlerting Part 2 : Create a Department Compensation Remaining Alert

Recreate and Redeploy the WDF_Labs.war

Create Department Compensation Remaining Alert

Manage Alerts portlet – Button ‘Define New Alert’

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Lab WDF - Database – CompensationBudgetAlerting Part 2 : Create a Department Compensation Remaining Alert (continued)

Create Department Compensation Remaining Alert

Manage Alerts portlet – Button ‘Define New Alert’ (continued)

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View alerts in My Alerts portlet

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Copy Alert Definition to Web App Project

Part 3 : Add Alerting to a Data Driven PortletOpen WDF Demo - Compensation Budget model mySummaryAndDrilldownPortlet

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Lab WDF - Database – CompensationBudgetAlerting Part 3 : Add Alerting to a Data Driven Portlet (continued)

Convert Status Indicators to use Alerting capabilities

Status Indicator - Edit BudgetWarning

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Lab WDF - Database – CompensationBudgetAlerting Part 3 : Add Alerting to a Data Driven Portlet (continued)

Convert Status Indicators to use Alerting capabilities

Status Indicator - Edit Status

Recreate and Redeploy the WDF_Labs.war

Navigate to the page with the My Summary and Drilldown portlet :

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Lab WDF - Database – CompensationBudgetAlertingSummary

Part 1 : Add Alerting to the Service Provider modelAdd Alerting

Alert Data – CompensationUsed

Part 2 : Create a Department Compensation Remaining AlertRecreate and Redeploy the WDF_Labs.warCreate Department Compensation Remaining Alert

Manage Alerts portlet – Button ‘Define New Alert’View alerts in My Alerts portletCopy Alert Definition to Web App Project

Part 3 : Add Alerting to a Data Driven PortletOpen WDF Demo - Compensation Budget model mySummaryAndDrilldownPortletConvert Status Indicators to use Alerting capabilities

Status Indicator - Edit BudgetWarning Status Indicator - Edit Status

Recreate and Redeploy the WDF_Labs.warNavigate to the page with the My Summary and Drilldown portlet

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SummaryConvert a Service Provider into data provider for alerting

Create an alert using the scripting UI tools

Learn to use the Manage Alerts and My Alerts portlet

Use the Alerting Engine as logic processor for your status indicator variable and thus use alerting to drive the UI in a custom built data driven portlet

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Workplace Dashboard Factory Labs

Framework – CompensationBudget

Alerting – CompensationBudgetAlerting

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Full featured dashboards:Configurable portlets display best practice

KPIsLeverages portal communication and

collaboration Includes sample alertsApplies filtering techniquesDemonstrates browser-based configuration

capabilities Includes sample users and roles, HTML,

style sheets, setup scripts, data definition files, etc.

Fully localized

Clean service-oriented architecturePluggable back-endWell-defined services interfaces

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

Pre-Packaged Dashboard Solutions

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IBM Provided ImplementationCustomer Specific Implementation CustomizerKPI: 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

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Executive Dashboard portlets:My AlertsKey Performance IndicatorsEBITDAMy TeamTop OpportunitiesHeadcountInternal HiresTime to Fill PositionsEmployee Turnover

Sales Dashboard portlets:Dashboard FilterRevenue ScorecardRevenueRep PerformanceOpportunitiesOpportunities by StageOpportunities by ProductCustomer ListCustomer DetailsCustomer Satisfaction My Team My Alerts

Role-based dashboard views CEO

Sales VP, Sales Manager, Sales Rep

Sales and Executive Dashboards – Key Features

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Charting







Executive Dashboard

Sales Dashboard






Profiling engine


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IBM Resources

IBM Web Site URL: http://www-306.ibm.com/software/genservers/portletfactory/

IBM recorded demonstration portfolio URL:http://demos.dfw.ibm.com/solutions/workplace/?S_CMP=eCtlgFR_Demos

http://www-306.ibm.com/software/genservers/portletfactory/

http://demos.dfw.ibm.com/solutions/workplace/?S_CMP=eCtlgFR_Demos

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Access to Software and Documentation Documentation

« Info Center »

Installed as Eclipse help and contains many tutorials

Other documentation

http://www-306.ibm.com/software/genservers/portletfactory/library/

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Agenda Introduction WebSphere Portlet Factory (WPF) overview - presentation Workplace Dashboard Factory (WDF) overview - presentation Hands-on Workshop WPF

Lab Product installation and configuration WPF Database integration

– Lab 1 – Employee Compensation Summary Lunch Hands-on Workshop WPF - continued

WPF Database integration– Lab 2 – Employee Compensation Detail

WPF Domino integratie– Lab 3 – Employee Project Expenses (option)

WPF SAP integratie example WPF Web Service example

Hands-on Workshop WDF: WDF Alerting example WDF Framework example

IBM sources Closure

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http://www.transalta.com/website2001/tawebsite.nsf/.frmHome!OpenForm

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Questions?

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Thank You!