IBM Configure Rational Insight for Rational Asset Manager

Transcription

1 IBM Configure Rational Insight for Rational Asset Manager Rational Insight and Rational Asset Manager...3 Configure the XML data configuration for Rational Asset Manager...4 Configure the resource group for Rational Asset Manager...4 Set up the data source configuration...5 Publish the Rational Asset Manager metamodel by using Framework Manager...7 Run a report of Rational Asset Manager data by using Rational Insight...11 Import reports to the report server...11 Verify the data source connection...17 Run a report...19 Notices...21 Trademark acknowledgements

2 Note: Before using this document and the product it supports, read the Notices at the end of this document. Copyright IBM Corporation U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. 2

3 Rational Insight and Rational Asset Manager IBM Rational Insight provides a single point of access for consistent and objective insight into development projects. Rational Insight can create reports from the following sources: Rational data warehouse: This component typically contains metrics, key performance indicators (KPIs), and trends. From the data warehouse, you can create detailed list reports. Operational data source (ODS): This source contains detailed data with little analysis. You can further analyze the data by using metrics reports on Rational data warehouse. Rational data warehouse enables query optimization through data marts (STAR schemas), cross-product reporting, and historical trends. Rational Insight uses the extract, transform, and load (ETL) process to extract data from the development domain by using JDBC or ODBC, local DBMS APIs, or an XML ODBC driver. The data is then transformed based on business rules and loaded into the Rational data warehouse. Figure 1. Rational Insight overview diagram Rational Insight can connect to IBM Rational Asset Manager by using live integration. In a live integration, Rational Insight connects directly to a Rational Asset Manager server and extracts data from that server. 3

4 To configure and test a live integration between Rational Insight and Rational Asset Manager, you must complete the following steps: 1. Configure and test the XML data configuration by using the XML Data Configuration (XDC) tool. 2. Publish the Rational Asset Manager metamodel by using Framework manager. 3. Define simple test reports by using Report Studio to extract data from the Rational Asset Manager server. Rational Asset Manager contains a few sample reports. The final section of this document provides an example of how to run a sample report. Configure the XML data configuration for Rational Asset Manager The XML ODBC driver presents XML documents in a relational view, which bridges the data structure gap between the XML and REST GET interface with the database access that Cognos requires. The mappings are specified in the XML Data Configuration tool and saved in a configuration file (.xdc) for use by the XML ODBC driver. The XML ODBC driver processes ODBC API calls into REST GET requests, and in return converts XML documents into ODBC. To modify the XDC files for Rational Asset Manager, complete the following procedures. Configure the resource group for Rational Asset Manager 1. In Rational Asset Manager, click Help > Extensions. 2. On the Extensions page, select the insight.zip file and extract its contents. In the Web Services section, note the URL of the Rational Asset Manager server. 3. Open the XML data configuration tool. From the Start menu, select All Programs and click IBM Rational Insight > XML Data Configuration. 4. Open the Rational Asset Manager configuration by clicking File > Open Configuration, and browsing to this location: unzip_directory\dataconfig\configs\live data config\assetmanager.xdc 5. Open the Rational Asset Manager resource group: a. Expand XML Data Configuration > Resources > RAM. b. Double-click Asset Manager to open the properties editor. 6. In the properties editor, provide information about the resource group: a. In the URL field, enter the URL of the Rational Asset Manager server, which you noted in step 2. Note: Open a browser and test the URL. Make sure that the URL does not end with a forward slash (/). b. From the URL type list, select Generic XML. c. From the Authentication type list, select Basic. 4

5 d. Enter the user name and password, which might be admin and admin. e. Save the changes. You have now configured the connection between Rational Insight and Rational Asset Manager. f. Click Test Connection, and then click OK. You now have a specification of the resource groups as a.xdc file. Figure 2. The resource group details Set up the data source configuration To complete the configuration, you must set up a data source configuration for the live integration by using IBM Cognos Data Manager. The following instructions are for Windows operating systems. For instructions that are specific to Linux operating systems, see onal.raer.help.doc/topics/t_configodbcjdbc.html 1. Open the ODBC Data Source Administrator by clicking Start > Control Panel > Administrative Tools > Data Sources (ODBC). 2. Click the System DSN tab. 5

6 3. Create an XDC data source connection by clicking Add. The Create New Data Source window opens. 4. From the list of drivers, select IBM Rational XML ODBC Driver. Click Finish. 5. In the IBM Rational XML ODBC Setup window, specify the data source details: a. In the Data Source Name field, enter RAM Live. 6

7 b. Next to the Configuration field, click Browse and browse to the following file: unzip_directory/dataconfig/configs/live data config/assetmanager.xdc. c. Click OK. Publish the Rational Asset Manager metamodel by using Framework Manager The main metadata modeling tool within IBM Cognos 8 is Framework Manager. Framework Manager can create relational and dimensionally modeled relational models called frameworks. 1. From the Start menu, select All Programs and click IBM Rational Insight > IBM Cognos 8 > Framework Manager. 2. In Framework Manager, click Open a Project. 3. Browse to the RAMLive.cpf file in the following directory: unzip_directory\framemgr\rational Insight Reporting Data Model (RAMLive) 4. Click Open. 7

8 5. In the Project Viewer, expand Packages, right-click Reporting Data Model (IBM Rational Asset Manager Live), and click Publish Packages. 6. In the Publish wizard, next to the Folder location in the Content Store field, click the folder icon. The Select Folder in Content Store window opens. 7. Select Reporting Data Models, click OK, and then click Next. 8. On the Add Security page, on the User Access tab, make sure that no security is defined. Click Next. 8

9 9. On the Options page, make sure that Verify the package before publishing is selected. Click Publish. After the package is published, a confirmation message is displayed. 9

10 10. On the Finish page, make sure that Exit this wizard and View errors / warnings found in your package are selected, and click Launch IBM Cognos In Rational Insight, click Reporting Data Models. Verify that Reporting Data Model (IBM Rational Asset Manager Live) is in the list of reporting data models. 10

11 Run a report of Rational Asset Manager data by using Rational Insight To run a report of Rational Asset Manager data, follow these steps: Import reports to the report server Verify the data source connection Run the report Import reports to the report server 1. In Rational Insight, copy the RAM Reports.zip file from the unzip_directory/cognos/deployment/ directory to the following directory: Rational_Insight_Installation/cognos/deployment 2. Launch IBM Cognos Administration. 3. Click the Configuration tab, and click Content Administration. 4. Click the New Import icon. 11

12 5. In the New Import wizard, in the Deployment archive section, select RAM Reports, and click Next. 6. Specify the name, location, and description of the report, and click Next. 7. On the Public folders content page, select Asset Management Reports, and make sure that Include report output versions is selected. Click Next. 12

13 8. On the Directory content page, make sure that Include sources and connections and Replace existing entries are selected, and click Next. 13

14 9. Specify the settings for access permissions, external namespaces, entry ownership, and the deployment record. Click Next. 10. Review the summary page and click Next. 11. On the Select and action page, select Save and Run once, and click Finish. 14

15 12. On the Run with options page, select the required settings and click Run. 15

16 13. Select View the details of this import after closing this dialog and confirm that you want to run the import by clicking OK. 14. Verify that the status is Succeeded and click Close. 16

17 15. Click the Home icon, and click Reports by Category > Product Oriented Hierarchy > Asset Management Reports > RAM Reports (Live). Verify the data source connection 1. Launch IBM Cognos Administration. 2. Click the Configuration tab. 3. Click Data Source Connections. 4. From the list of connections, select RAM(Live). 17

18 5. In the Actions column, click the Set Properties icon. 6. Click the Connection tab, and verify the connection information. In the Connection string field, make sure that the DSN value is the same value that you entered when you created the ODBC connection. For details, see the Set up the data source configuration section in this document. 7. Click Test the Connection. 8. On the Test the connection page, click Test. 18

19 9. When the test is complete, the status is Succeeded. Click Close. Run a report 1. In Rational Insight, in the upper toolbar, click the Home icon. 2. Click RAM Reports (Live). 3. From the list of reports, select Asset Detail and click the Run with options icon. 19

20 4. On the Run with options page, specify your required settings and click Run. 5. The Asset Detail Report prompt page opens. From the calendars, select the start and end dates. Click Finish. The Asset Detail Report is generated for the time period that you indicated. 20

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