websphere portlet factory & workplace dashboard · pdf filedesigned for building...
TRANSCRIPT
®
IBM Software Group
© IBM Corporation
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
Reusable Design Components
Business User Configuration
Common Administration
Ideal for companies that want a composite framework specifically designed for building dashboards
Workplace DashboardsAvailable Dashboards
Executive
Sales
Ideal for companies that want out-of-the-box dashboard portlets tailored to a specific function and industry
Portlet Factory Tooling Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility
Rapid App Dev (RAD)
Service-oriented architecture
Integration Extensions
Profiling engine
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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:
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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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WebSphere Portlet Factory & Workplace Dashboards
Dashboard Framework Alerting
Charting
Reusable Design Components
Business User Configuration
Common Administration
Ideal for companies that want a composite framework specifically designed for building dashboards
Workplace DashboardsAvailable Dashboards
Executive
Sales
Ideal for companies that want out-of-the-box dashboard portlets tailored to a specific function and industry
Portlet Factory Tooling Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility
Rapid App Dev (RAD)
Service-oriented architecture
Integration Extensions
Profiling engine
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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.
Business User Configuration
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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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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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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Add Dashboard Builder: Summary and Drilldown
Configure Page Layout- same page vs tabbed pages
Control over look and feel but with nice defaults
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Add Dashboard Builder: Summary and Drilldown
Configure Chart Options – style, columns, formatting, image type, etc
Configure Table Options
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Add Dashboard Builder: Summary and Drilldown
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.
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.
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.
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.
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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.
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.
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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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF – WebSphere Portlet Designer installation
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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Lab WPF - Database – EmployeeCompensation
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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Lab WPF - Database – EmployeeCompensation – Getting started
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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Lab WPF - Database – EmployeeCompensation – Getting started
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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Lab WPF - Database – EmployeeCompensation – Getting started
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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Lab WPF - Database – EmployeeCompensation – Getting started
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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Lab WPF - Database – EmployeeCompensation – Getting started
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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Lab WPF - Database – EmployeeCompensation – Getting started
Part 4 : Confirm and Deploy (Re)start WebSphere Portal
Test summary.model
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Lab WPF - Database – EmployeeCompensation – Getting started
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
Portlet Factory Designer installation
Add to WPF_Labs project
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
Define a Data Service in the model
Service Definition – Employee
Define a Data Service Operation in the model
Service Operation – SummaryData
Test the Service Provider model
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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
Test the Service Provider model
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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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Lab WPF - Database – EmployeeCompensation - Detail Part 2 : Create a new WPF Service Consumer model (continued)
Create a page to view the Database Call results
View & Form – Detail
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Lab WPF - Database – EmployeeCompensation - Detail Part 2 : Create a new WPF Service Consumer model (continued)
Add support for Portlet Messaging
Portal Event Declaration : EmployeeDetail
Event Handler – HandleEmployeeDetail :
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Lab WPF - Database – EmployeeCompensation - Detail Part 2 : Create a new WPF Service Consumer model (continued)
Override Data Service Inputs
Update Service Consumer Employee Override Inputs
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
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Lab WPF - Database – EmployeeCompensation - Detail Part 2 : Create a new WPF Service Consumer model (continued)
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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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
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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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
Part 2 : Edit an Employee Record (continued)Add the Edit Interface to the Edit
page
Data Page - Edit
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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
Part 2 : Edit an Employee Record (continued)Add navigation buttons to pages
Button – EditButton
Button - CancelButton
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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
Part 2 : Edit an Employee Record (continued)Add navigation buttons to pages
Button – SubmitButton
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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
Part 2 : Edit an Employee Record (continued)Logout & in on Portal and test:
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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
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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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
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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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
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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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
Part 4 : Profiling to Accommodate End User ChoicesEdit the Web Charts SummaryChart and click the Enable Builder profile
Create Entry:
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Lab WPF – Database – EmployeeCompensation - Advanced Configuration & Profiling
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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Lab WPF - Database – EmployeeCompensation
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
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 – Domino – EmployeeProjectExpenses
Domino View Domino Form in same portlet
Pagination Actions Edit, Delete
Actions Search, New
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Lab WPF – Domino – EmployeeProjectExpenses
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
Implement Portlet Messaging to yield a Summary-Detail user interface paradigm
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Lab WPF - Domino – EmployeeProjectExpenses Lab 1 – Getting started
Part 1 : Install the Employee Project Expenses demo
Part 2 : Confirm and Deploy
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
Part 2 : Configure the Lotus Domino Server (continued)Test Domino HTTP server
http://localhost:80/
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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
Part 3 : Install the Employee Compensation demoCopy WPF-demo-domino-EmployeeProjectExpenses.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
Confirm to overwrite
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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
Part 4 : Confirm and DeployTest Expenses.model
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Lab WPF - Domino – EmployeeProjectExpenses – Getting started
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
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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New Factory WebApp Model (empty) myExpenses
Expose the Domino expenses view in a web application Domino View & Form –
MyExpenses
Lab WPF – Domino – EmployeeProjectExpenses
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Add Forms & Document Support to the web application in the Domino View & Form MyExpenses:
Lab WPF – Domino – EmployeeProjectExpenses
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Add formatting to the view
– Rich Data Definition – My ExpensesView
Translate field names using a Resource Bundle
– Domino View & Form MyExpenses - Label Translation Settings
Lab WPF – Domino – EmployeeProjectExpenses
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Add support for Portlet MessagingPortal Event Declaration - ProjectDetailEvent
Lab WPF – Domino – EmployeeProjectExpenses
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Add support for Portlet Messaging (continued)Link - GetProjectDetail
Lab WPF – Domino – EmployeeProjectExpenses
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Name the PortletPortlet Adapter – myEmployeeProjectExpensesPortlet
Logout & in on Portal and test:
Lab WPF – Domino – EmployeeProjectExpenses
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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
Add support for Portlet Messaging
Portal Event Declaration – ProjectDetailEvent
Link – GetProjectDetail
Name the Portlet
Portlet Adapter – myEmployeeProjectExpensesPortlet
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Lab WPF – Domino – EmployeeProjectExpenses
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
Implement Portlet Messaging to yield a Summary-Detail user interface paradigm
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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
Test the Data Service Provider by using WPF-generated Testing Support
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
Implement Portlet Messaging to yield a Summary-Detail user interface paradigm
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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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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)
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Lab WPF - SAP – Flights – Getting started Part 1 : Install (or confirm pre-installation of) Mini SAP (MiniWAS 6.10) (continued)
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
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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
Add to WPF_Labs project
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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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Lab WPF - SAP – Flights – Getting started Part 5 : Install/Test/Deploy the Flights demo (continued)
Copy WPF-demo-sapr3-Flights.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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Lab WPF - SAP – Flights – Getting started Part 5 : Install/Test/Deploy the Flights demo (continued)
Test FlighList.model
WEB-INF/models/demo/SAP/R3/flights/portlets/FlightList.model
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Lab WPF - SAP – Flights – Getting started Part 5 : Install/Test/Deploy the Flights demo (continued)
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 – 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
Define a Data Service in the model
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)
Define a Data Service Operation in the model
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
Consume the Data Service created in Part One
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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Lab WPF - SAP – Flights Part 2 : Create a new WPF Service Consumer model (continued)
Add support for Portlet Messaging
Portal Event Declaration - FlightDetail
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Lab WPF - SAP – Flights Part 2 : Create a new WPF Service Consumer model (continued)
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)
Define a Data Service Operation in the model
Service Operation – GetFlightAvailability
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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)
Test
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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)
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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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)
Create Variables to contain FlightDetail Portlet Event arguments
Variable – AIRLINEID, CONNECTIONID & FLIGHTDATE
Consume the Data Service
Service Consumer - FlightData
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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)
Create a page to view the SAP Function Call results
View & Form – Availability
Add support for Portlet Messaging
Portal Event Declaration - FlightDetail
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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)
Add support for Portlet Messaging (continued)
Event Handler – HandleFlightDetail
Name the Portlet
Portlet Adapter - myFlightAvailabilityPortlet
Recreate and Redeploy the war and add portlet to a page
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Lab WPF - SAP – Flights Part 3 : Add a Flight Availability Portlet (continued)
Logout & in on Portal and test:
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Lab WPF - SAP – FlightsSummary
Part 1 : Create a new WPF Service Provider model (overview) New Factory WebApp Model (empty) myFlightsProvider
Define a Data Service in the model
Service Definition– FlightData
Add an SAP Function Call to the model
SAP Function Call – FlightList
Define a Data Service Operation in the model
Service Operation- GetFlightList
Part 2 : Create a new WPF Service Consumer model New Factory WebApp Model (empty) myFlightListPortlet
Consume the Data Service created in Part One
Service Consumer – FlightData
Create a page to view the SAP Function Call results
View & Form – FlightSearchAndResults
Add support for Portlet Messaging
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
Recreate and Redeploy the war and add portlet to a page
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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
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
Test the Data Service Provider by using WPF-generated Testing Support
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
Implement Portlet Messaging to yield a Summary-Detail user interface paradigm
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Lab WPF – Web Service – DepartmentCompensation
Summary
Web Chart
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Lab WPF – Web Service – DepartmentCompensation
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)
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
Test the Data Service Provider by using WPF-generated Testing Support
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 - Web Service – DepartmentCompensation
Lab 1 - Getting startedPart 1 : Install the Department Compensation demo
Part 2 : Confirm and Deploy
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
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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Lab WPF - Web Service – DepartmentCompensation – Getting started
Part 2 : Confirm and DeployTest web_service.model
Run and add /Action!getWSDL:
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Lab WPF - Web Service – DepartmentCompensation – Getting started
Part 2 : Confirm and Deploy (continued)Test Summary.model
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Lab WPF - Web Service – DepartmentCompensation – Getting started
Part 2 : Confirm and Deploy (continued)Recreate and Redeploy the WPF_Labs.war
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
Portlet Factory Designer installation
C:\Program Files\IBM\WebSphere Portlet Factory\WPFDesigner\FeatureSets\Web-App_5.12.0\Packages\
Add to WPF_Labs project
Part 2 : Confirm and DeployTest web_service.model
Run and add /Action!getWSDL
Test Summary.model
Recreate and Redeploy the WPF_Labs.war
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 Part 1 : Create a new WPF Service Provider model
New Factory WebApp Model (empty) myDepartmentCompensationProvider
Define a Data Service in the model
Web Service Call – DepartmentCompensation
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Lab WPF - Web Service – DepartmentCompensation Part 1 : Create a new WPF Service Provider model (continued)
Define a Data Service in the model
Service Definition - Department
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Lab WPF - Web Service – DepartmentCompensation Part 1 : Create a new WPF Service Provider model (continued)
Define a Data Service Operation in the model
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
Consume the Data Service created in Part 1
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
Consume the Data Service created in Part 1
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
Recreate and Redeploy the war and add portlet to a page
Logout & in on Portal and test:
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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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Lab WPF – Web Service – DepartmentCompensation
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)
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
Test the Data Service Provider by using WPF-generated Testing Support
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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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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Workplace Dashboard Factory
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Workplace Dashboard Factory
Dashboard Framework Alerting
Charting
Reusable Design Components
Business User Configuration
Common Administration
Ideal for companies that want a composite framework specifically designed for building dashboards
Workplace DashboardsAvailable Dashboards
Executive
Sales
Ideal for companies that want out-of-the-box dashboard portlets tailored to a specific function and industry
Portlet Factory Tooling Ideal for companies that want to build portal-based composite applications and want the maximum level of flexibility
Rapid App Dev (RAD)
Service-oriented architecture
Integration Extensions
Profiling engine
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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.
Business User Configuration
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!
Business User Configuration
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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
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Lab WDF - Database – CompensationBudget
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 WDF - Database – CompensationBudget
Lab 1 - Getting startedPart 1 : Install the Compensation Budget demo
Part 2 : Confirm and Deploy
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
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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Lab WDF - Database – CompensationBudget– Getting started
Part 2 : Confirm and DeployTest SummaryAndDrilldown.model
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Lab WDF - Database – CompensationBudget– Getting started
Part 2 : Confirm and Deploy (continued)Recreate and Redeploy the WPF_Labs.war
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
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
Part 2 : Confirm and DeployTest web_service.model
Run and add /Action!getWSDL
Test Summary.model
Recreate and Redeploy the WPF_Labs.war
Position the Portlet on a two-column page (50% / 50% empty / WPF Web Service Department Compensation respectively)
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Lab WDF - Database – CompensationBudget
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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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)
Passing Parameters in the Service Consumer
Service Consumer – Edit Budget
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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)
Add breadcrump to summary
Summary and Drilldown – Edit Summary
Test
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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)
Add a Localized Resource Builder to import a localizable set of field labels
Localized Resource - LocaleData
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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)
Add Localization to the Summary and Drilldown Builder
Summary and Drilldown – Edit 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)
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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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)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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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)
Add a second Status Indicator with a red/yellow/green light icon
Status Indicator – Status
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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)
Add a Summary Row Builder to each table to summarize each column
Summary Row – ByDepartmentSummaryRow
Summary Row – ByEmployeeSummaryRow
Test
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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)
Hide some of the Table Columns using Data Column Modifier
Data Column Modifier – ByDepartmentTableColumns
Data Column Modifier – ByEmployeeTableColumns
Test
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Lab WDF - Database – CompensationBudget Part 2 : Create a new dashboard portlet model (continued)
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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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
Summary and Drilldown – Edit Summary
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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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Lab WDF - Database – CompensationBudget
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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Lab WDF - Database – CompensationBudgetAlerting
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 WDF - Database – CompensationBudgetAlerting
Lab 1 - Getting startedPart 1 : Install the Compensation Budget Alerting demo
Part 2 : Confirm and Deploy
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
Part 2 : Confirm and DeployRecreate and Redeploy the WPF_Labs.war
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
Part 2 : Confirm and DeployRecreate and Redeploy the WPF_Labs.war
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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Lab WDF - Database – CompensationBudgetAlerting Part 2 : Create a Department Compensation Remaining Alert (continued)
View alerts in My Alerts portlet
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Lab WDF - Database – CompensationBudgetAlerting Part 2 : Create a Department Compensation Remaining Alert (continued)
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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Lab WDF - Database – CompensationBudgetAlerting
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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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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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
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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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Questions?
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Thank You!