®
IBM Software Group
IBM Rational Asset Manager
A Definitive Software Library for Governing Enterprise
Assets
Carlos Ferreira - Product Manager Rational Asset Manager
© 2007 IBM Corporation
IBM Rational software | Client programs
Important Disclaimer
© Copyright IBM Corporation 2009. All rights reserved. The information
contained in these materials is provided for informational purposes only, and is
provided AS IS without warranty of any kind, express or implied. IBM shall not
be responsible for any damages arising out of the use of, or otherwise related
to, these materials. Nothing contained in these materials is intended to, nor
shall have the effect of, creating any warranties or representations from IBM or
its suppliers or licensors, or altering the terms and conditions of the applicable
license agreement governing the use of IBM software. References in these
materials to IBM products, programs, or services do not imply that they will be
available in all countries in which IBM operates. Product release dates and/or
capabilities referenced in these materials may change at any time at IBM’s sole
discretion based on market opportunities or other factors, and are not intended
to be a commitment to future product or feature availability in any way. IBM, the
IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other
IBM products and services are trademarks of the International Business
Machines Corporation, in the United States, other countries or both. Other
company, product, or service names may be trademarks or service marks of
others.
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IBM Rational software | Client programs
Agenda
 Why a Definitive Software Library? Concepts
 Configuring Rational Asset Manager for Your Use
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IBM Rational software | Client programs
Agenda
 Why a Definitive Software Library? Concepts
 Configuring Rational Asset Manager for Your Use
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IBM Rational software | Client programs
Managing assets to get more value out of your enterprise
Enterprise Architects
To reduce risks by automating
architecture reviews and adoption
With System Architect
Business
Process
Architects
Testers
To reduce development costs by sharing
Data Models Business Processes & proven
Reference Architectures
With Rational Software Architect, Data
Architect and WebSphere Business Modeler
To reduce defects by sharing the correct
test data & virtual environments
With Rational Testing Solutions
Data Model
Rational Asset
Manager
Test Data
Gold
Build
Software Image
Service
WebSphere
Service
Registry
Endpoint
Tivoli
CMDB
SLA
Portfolio
Manager
Wikis &
Sharepoint
Administrators in Operations
Encryption
Component
Rational
Team ClearCase
WSDL Concert
Subversion
Business People
To reduce outages by understanding
the impact of operational change on
business & technical assets with
Tivoli CCMDB & WebSphere
Build
Forge
To quickly find solutions by searching in docs
like Viso, Word, PDF & others in With
Sharepoint and Wikis
or Related Requirements in Req Pro & Doors
Developers
To reduce development costs and
legal risks by re-using only
approved components With
Eclipse, Build Forge & Rational
Team Concert
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IBM Rational software | Client programs
What is an asset and how are you managing them?
 When zero, one or more set of work products are shared or referenced to meet a
recurring need from one or more stake holders
 Organizational asset collaboration and understanding
 Which types of assets and how are they related?
 What set and version of work products?
Reduce solution delivery and
maintenance costs
 What meta data is required and from which repository?
 What is asset version?
 Organizational asset governance
 Who can see and use?
Reduce costly risks
 Who needs to review?
 What policies must be met?
 Organizational asset discovery and maintenance
 How to harvest assets?
Save time finding &
maintaining asset metadata
 How to find assets?
 Which assets do I maintain and how?
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IBM Rational software | Client programs
Definitive Software Library
Manage published software and business assets like..
Tasks
Pro
pos
e
Identify
Busines
s
Need
Enterprise Arch
Develop
Retire or
create
new
version
Use
or
Deploy
Publish
and
Review
Data Model
Doc of Understanding
SLA
Service Specification
Design Model
Application
Bus Case
Deploy Plan
Release
Install Guide
Third Party Binary
Reference Arch
Open Source Jar
Bus Process
Harvest
assets
Measure asset
performance
Test Data
Create, publish, search &
use assets
Business
Tuning Guide
Virtual Image
Test Results
Report
Policies
Build
Understand
Impact of change
Development
Business
Manager
All Roles
Portfolio
Mgmt
Insight
Reporting
Microsoft
System
Architect
Analyst
WebSphere
Business
Modeler
Req Pro
Architect
Rational
Software
Architect
Developer
WebSphere
Integration
Developer
VM
Measure asset
performance
Operations
Project
Tester
Manager
RFT Build Mgr
Rational
RPT
Build
Method
ClearForge Composer
Quest
Policy
Manager
Weblayers
Deployment
Manager SOA Architect
Tivoli
CCMDB
Service
Registry
Eclipse
Sharepoint
Wikis
Requirements
SCM
Defects
Builds
Policies
CMDB
UDDI Registry
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IBM Rational software | Client programs
Asset management customer adoption points
Adoptions Points
Definitive Software
Governed
Library
Ad Hoc
 Catalog
 Knowledge
Management
 Publish guidelines
 Review Webmaster
 Business & Technical
Roles
 Evangelist
 SOA
 Broker assets
 None
 Opportunistic
 Some guidelines
 J2EE, .Net
 Policy enforced
architecture
 Domain-specific
architectures
 Reference
architectures
 Designed for reuse
 Patterns
 Wiki’s
 Sharepoint
server
 Web Server





 Controlled & federated
repositories
 Reengineering and
harvesting tools
 Open source
 3rd party libraries
 Frameworks
 Domain-specific
asset libraries
 Plan Reports
Opportunities
 None
Process and
Roles
Architecture
and Design
Tools and
Technology
Planned
Cloud
Asset analysis
Self-use repository
Business Intelligence
Asset types
 Asset reviews, change
control, certification,
policies & impact
analysis
 Business analyst
 Other technical roles
 Asset planning
 Enterprise
Architecture
 Platform &
Architecture
Reviews
 Lines of Business
managers or CTOs
 Enterprise
Architect
Increasing ROI & Asset Use
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IBM Rational software | Client programs
Rational Asset Manager v7.2 ALM integrations
Integrations
provided as services
Software Development Platform
Analyst
WebSphere
Business
Modeler
CVS
Architect
Rational
Software
Architect
RSD
RSM
ClearCase
Developer
RAD
WebSphere
Integration
Developer
Eclipse
Developer
Rational
Asset
Analyzer
Rational
Method
Composer
Business
Manager All Roles
Developer
WebSphere
Service
Registry &
Repository
Harvest
assets
Create. modify, use &
review cloud assets
RAM administration
RAM Eclipse
Client & Plug-in
Create, publish, search
& use Services
assets
RAM
Deployment
Manager
Tivoli
CCMDB
Publish, search,,
& impact analysis
RAM Asset Management Server
Measure
performance
eWAS
Metadata
Business
Manager
DB2
Rational
Insight
Link
Requirements
with assets
Storage
RTC/File system
Policy
Manager
Weblayers
Report
Policies
Submit
and
query
change
requests
All Roles
ClearQuest
StarTeam
Oracle
SQL Server
LDAP
Build
execution
Asset Management Platform
Includes RUP for Asset Based Development
ANT
All Roles
Caliber
Requisite Pro
Project
Manager
RAM Web Client
Rational Team
Concert
Subversion by
Clearvision
Tester
RFT
RPT
Build Mgr
BuildForge
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IBM Rational software | Client programs
RAM Architecture – Minimal Components
• RAM administration
Business
Manager All Roles
Browser
Developer
Eclipse
RAM Plug-in
RAM Web Client
Your intended use of
RAM impacts the
product components,
integrations and
architecture
RAM
RAMServices
Services
RAM Server
WAS
Metadata
DB2
Storage
Filesystem
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IBM Rational software | Client programs
RAM Demonstration
 Asset Search
 Asset Creation and Maintenance
 Gili Mendel and Simon Release manager – JSF Component
 Asset Governance
 Connie Common Services Manager – reviews JSF Component
 Asset Usage
 Using assets within development – Gili uses JSF Component
 Asset Planning
 Impact analysis
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IBM Rational software | Client programs
Addressing the challenges of each Asset Lifecycle phase
Asset Search &
Creation
Rational Asset Manager Can Help You
Create, maintain, find and use assets!
Time consuming to create
and find assets
Tester
 Find and use assets
 Be notified about asset activity
Inefficiencies caused by poor
collaboration across teams
Developer
Automate creating, cataloging and
maintaining assets
Costly decisions caused by
incorrect asset information in
spreadsheets
Business
Analyst
Architect
Cost overruns caused by
creating similar assets multiple
times
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IBM Rational software | Client programs
Asset Governance
 The establishment of
 Chains of responsibility to empower
people
 Measurement to gauge effectiveness
Rational Asset Manager
capabilities enabling
governance:
Communities, Lifecycle Approvals, Roles
Impact Analysis, Metrics, Reporting &
Categories
 Policies to guide the organization to meet Policies, Communities, Information
Model, Asset Versioning, ANT
their goals
 Control mechanisms to ensure
compliance
 Communication to keep all required
parties informed
Access Control, Lifecycles,
Asset Types, Relationships L
Notifications, Subscriptions,
Discussion Forums,
Integrations, Ratings
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IBM Rational software | Client programs
Major RAM Concepts
 The major RAM concepts include
 Information Model/Schema for Asset Governance
 Assets
 Communities
 Understanding these concepts and how they relate to each other, enables our
ability to configure the repository
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IBM Rational software | Client programs
What is a Community?
 A community
 is a targeted audience (users and roles) for assets
 allows you to control asset access, compliance and lifecycle for that community
 A community may be aligned on organizational boundaries, or for a role, or a
project, and so forth.
 Assets belong to and are shared within communities
 Users belong to a role in a community
Asset Scope
Service
Development
Community
Business
Analyst
Community
Division X
Community
The repository is typically created for an asset
scope.
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IBM Rational software | Client programs
RAM Logical Model
 Configured to support multiple asset management scenarios and usage templates
*
*
Lifecycle
* Specialized by
Community
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IBM Rational software | Client programs
Configuring RAM for your intended Usage Template(s)
 A process should be followed to configure RAM
 The Asset Governance process describes some tasks and workproducts to aid proper
RAM configuration
Asset Governance
Phases
Create our
initial plan &
decisions.
Planning
• Preparation
• Funding
Definition
Define
policies,
determine
how we will
implement.
• Gov Board
• Access Control
• Workflow
• Types & Rules
Enablement
Implement
plan.
• Organization
• Environment
Measurement
How are we
doing?
• Activity
• Cost
Tasks
Determine
• Organizational readiness
Describe
• Communities, roles, access control and users
• Asset policies and versioning
• Asset reviews & lifecycles
• Asset types, structure and categorization
• Asset migration
Describe
• How people discover assets
• Runtime environment
• Training
Describe
• Reports and metrics to measure ROI
and value
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IBM Rational software | Client programs
Configuring RAM for your intended Usage Template(s)
Asset types and structure
Reports and metrics
Communities, roles, access
control and users
How people discover assets
Asset policies and versioning
Asset lifecycle, reviewers
and policies
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IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Your Use
 Information Model
 Asset Types
 Category Schemas
 Relationship Types
 Asset Attributes
 Import / Export
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IBM Rational software | Client programs
Information Model
 The information model is defined at the Repository level, and can be
specialized at the Community level
Rational Asset Manager
Repository
Repository Admin
Category Schemas
Asset Types
Refine Category Schema
& Asset Types for
Community 1
Category Schemas
Relationship Types
Reuse repository-level
configuration in
Community 2
Reuse other repositorylevel configuration in
Community 1
Asset Types
Lifecycle & policies Roles, Users
Community Admin
Asset Attributes
Assets
Forums
Connections
Community 1
Category Schemas
Asset Types
Lifecycle & policies Roles, Users
Community Admin
Assets
Forums
Connections
Community 2
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IBM Rational software | Client programs
Information Model: Asset Types
 An asset type describes the structure of assets, an asset is of one asset type
 When defining asset types
 Examine which RAM usage templates are relevant to you
Best
practi
ce
 Create asset types from the perspective of the target asset consumers and other
stakeholders
Example Asset Types
representing a Service
Type: Service Design
Who: Architect designing svc
Artifacts:
Service design model
Type: Service Test Suite
Who: Dev submitting the service
Who: Dev reusing service
Who: Service reviewer
Artifacts:
Service Test Script
Service Test Case
relationship
Type: Service Interface
Who: Architect defining service
Who: Dev building app
Category Schemas:
SOA
Geography
Artifacts:
Service definition file.WSDL
Message definition.XSD
Interface definition.XSD
Service interface model.emx
Service document.doc
Type: Service Impl
Who: Dev submitting service
Who: Asset Admin for deploy
Artifacts:
Deployment descriptor
Service component.EAR
Import services
Export services
Asset Attributes:
Runtime context
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IBM Rational software | Client programs
Information Model: Asset Types
Best
practi
ce
 Level of granularity for an asset is driven by:
 Different rates of change in portions of the asset
 Different required reviewers or lifecycle in portions of the asset
 Different owners or required metadata for portions of the asset
 Different policies or access permission for each artifact/file that is part of the asset?
 Different reporting required for portions of the asset
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IBM Rational software | Client programs
Information Model: Category Schemas
 Category schemas are a form of communication
 A perspective or the business or technical domain or …
 Used by asset consumers to discover assets
 Like language, technology
 Used by asset producers to report on assets
 Like geography
 Used to constrain
 Asset Types
 Lifecycles, Review Processes
 Roles and access permissions
 When defining category schemas, do so from the perspective of
 asset consumers
 intended reports
Best
practi
ce
 other stakeholders
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IBM Rational software | Client programs
Automate setting asset categories using XML artifacts
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IBM Rational software | Client programs
Information Model: Relationship Types
 Asset relationships are bi-directional
Asset Type: Service Impl
Asset Type: Service Interface
Credit Management Impl
Credit Mgmt Svc Interface
Artifacts:
- creditmgmt_v1.wsdl
-…
Category schemas:
- SOA > Service Spec
- Geography > North America
Asset attributes:
- Namespace = http://credit...
-…
Has an
Implementation
Artifacts:
- creditmgmt.ear
-…
Category schemas:
- SOA > Reference Imp
Has a - Geography > North America
Service Asset attributes:
Interface - Runtime context = WAS 6.1
-…
 When defining the relationship type in the repository, define both ends
 Relationship Types can be used as constraints on Asset Types
 Specify a range to make it easier to relate multiple versions of an asset that exist
now or in the future
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IBM Rational software | Client programs
Information Model: Relationship Types
 Use descriptive relationship labels
Best
practi
ce
 Use a range of asset versions when specifying a relationship to make it easier to
maintain asset compatibility with future asset versions
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IBM Rational software | Client programs
Information Model: Asset Attributes
 The core metadata elements for assets in the repository are defined by RAS
(Reusable Asset Specification)
 Asset Attributes are associated with Asset Types
 Contain either strings or pre-defined lists
 Enter attributes and categories before Asset Types
Defined at repository level
Best
practi
ce
Associated with Asset Types,
as required or optional
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IBM Rational software | Client programs
Information Model : Attributes
 Custom attributes now have a type. Currently supported types are:
 Number - type in a number or use the spinner control to increment or decrement the
value.
 Boolean - check or uncheck a checkbox
 Text - type in a value or, if the attribute has preset values, select a value from a list
(this is how custom attributes have been represented in previous releases)
 Date - type in a date or choose a date from a date picker.
 XML Binding - automatically set based on an XML artifact
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IBM Rational software | Client programs
Federate across Jazz Repositories & link to resources
 See an asset’s related Jazz resources like RTC plan items, defects and requirements etc.
 Understand asset quality critical to determining asset usage
IBM Confidential
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IBM Rational software | Client programs
Information Model: Asset Attributes Read Only Attributes
 Are useful for assets federated from other repositories
Best
practi
ce
 Federated asset information needs to created as read only attributes that are not
modifiable by others who update and augment the federated asset with additional
metadata
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IBM Rational software | Client programs
Information Model – Automate setting asset attributes using XML
artifacts
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IBM Rational software | Client programs
Improved SOA Support – XML Search
 Add indexing rules for XML attributes
 Use new XML search syntax
'attribute:(element[name=value])' to search
within XML documents.
 attribute:(targetNamespace=*ram*)
 attribute:(schema[targetNamespace=*ram*
])
 attribute:(types/schema[targetNamespace=
*ram*])
Save time searching
for assets
Reduce duplicate
assets by being able
to find them first
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IBM Rational software | Client programs
Remember you can automate maintaining asset
metadata
 Bulk update asset metadata
 Search for assets
 Choose bulk operation

Change asset type

Change owner

Change attribute

Change category

Change community
Reduce time to
maintain assets
Keep assets up to
date and useful to
provide value
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IBM Rational software | Client programs
RAM – Minimal Configuration
 There are only a few required elements to be configured to use RAM
 RAM configuration scales to support many asset management scenarios
Best
practic
es
Rational Asset Manager
Repository Admin
Asset Types
Repository
Relationship Types
Must have 1 community defined
Community Admin
Assets
Roles, Users
Must have 1 asset type
defined and 1
relationship type defined
Community 1
In that community, must have 1 role
defined and 1 user defined
Start with as
minimal of a
configuration as
possible, grow from
there.
Don’t over engineer
add based on user
feedback and
demand.
Demand
explanations why
another community
is needed.
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IBM Rational software | Client programs
Information Model: Import / Export using Asset Libraries
 Assets and their associated information model elements can be shared
with other RAM repositories like suppliers
 The repository administrator creates asset libraries
Rational Asset Manager
Assets
Chose
Assets
Asset Library
Information Model
RAM API can update the
Information model (as
well as work with assets)
Asset Types
RAM Automatically
imports required
Information Model
Category
Schemas
Relationships
Asset
Attributes
…
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IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Governance
 Libraries
 Import / Export
 SOA Asset Library
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IBM Rational software | Client programs
Create and share asset and libraries
 Export Asset Libraries
 Search & select assets for
export
 Exports assets and their
associated meta data
including

Assets

Communities

Categories

Asset Relationships

Asset Types

Asset Attributes

Review (no lifecycles in
RAM v7.2)
 Import Asset Libraries
 RAM comes with a SOA Asset
Library
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IBM Rational software | Client programs
Sample SOA Asset Library
 The catalog contains repository configuration and assets
 Saves time deploying Rational Asset Manager for SOA
 Can be used as template to determine asset governance
 Administrator imports sample SOA configuration
10 relationship
types
Rational Asset Manager
Repository Admin
14 asset
types
7 category
schemas
Asset Types
Architecture
Minutes
Asset Case Study Presentation
Business Process Requirement
Case for Change Service Design
Component
Service Impl
DB Design
Service Interface
Dev Time Policy Service Test
Category Schemas
Business Domain:
DMAIC Process:
Geography:
Rational Unified Process:
SOA:
Technology_Hardware:
Technology_Software:
Relationship Types
Aggregation
Parent
Contained by
Contains
Depended on by
Depends
Dependency
Dependent
Fulfilled by
Fulfills
Implementation
Specification
Specifies
Realizes
Test
Test for
Tutorial
Tutorial for
Validated by
Validates
13 custom
attributes
Custom Attributes
Asset Governance
Development context
Local name
Messaging Protocol
Namespace name
Presentation File Type
Requirements Reference
Runtime context
Service Description Protocol
Service Transport Protocols
Support contact
Test Plan Reference
Tests performed
Classifies a sample business domain.
A representation of the iSixSigma process, allowing the classification of assets to align the phases.
Categorizes planet earth.
A category schema of the Rational Unified Process, including phases, work products.
A description of SOA elements, including strategy, reference architectures, and service specs.
A decomposition of hardware.
A decomposition of software.
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IBM Rational software | Client programs
Sample SOA Asset Library
4 communities
15 assets
Rational Asset Manager
Community: Service Analysis
Jill Allred,
Business Analyst
Master Admin,
Community Admin
Assets
Account Mgmt Busn Process
Credit Mgmt Case for Change
Credit Mgmt Service Case Study
Review Processes
Business Process Review
Community: Service Test
Janet Smith,
Service Tester
Master Admin,
Community Admin
Assets
Credit Mgmt Test
Review Processes
Service Test Review
Community: Service Development
Peter Jensen,
Service Dev Mgr
Master Admin,
Community Admin
Bill Walker,
Architect, Service Dev
Assets
Account Mgmt DB
Account Mgmt Service Design
Credit Mgmt Architecture
Credit Mgmt Service Design
Credit Mgmt Service Impl
Credit Mgmt Service Interface
Community:
Repository Configuration
Master Admin,
Community Admin
Assets
Asset Versioning Policy
Category Schemas
Repository Workflow Specs
SOA Asset Type Specs
SOA Community Map
Review Processes
Service Interface Review
Service Implementation Review
Service Design Review
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IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Governance
 Asset Versioning
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IBM Rational software | Client programs
Asset Versioning
 Every asset’s artifacts are cached in
the repository
 Asset
 Each asset can be versioned in the
repository
 Asset versioning is dictated by the
policies of the organization
 Artifact
 Artifacts can be located and versioned in
Rational Team Concert, ClearCase, CVS
Artifacts
 Artifact
Asset Name: XYZ Design Spec
Version: 2
- System Requirement
- System Design
- Sub Sys Requirement
- Sub Sys Design
V3
V2
V1
V 2.1
Asset Name: XYZ Component
Version: 2.5
Artifacts
 Asset
Rational Asset Manager
- Readme doc
- XYZ JAR file
- Test case document
- Test data file
- Test script file
Reference
- System Requirement
- System Design
- Sub Sys Requirement
- Sub Sys Design
V3
V2
V1
V 2.1
- Readme doc
- XYZ JAR file
V1
V3
- Test case document
- Test data file
- Test script file
V1
V2
V1
Reference
V1
V3
Asset Name: XYZ Unit Test
Version: 1.5
Artifacts
 Versioning is handled at two levels
TeamConcert /
ClearCase /
CVS
Reference
V1
V2
V1
Cache
Asset
Artifacts
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IBM Rational software | Client programs
Asset Versioning Policy
Best
practi
ce
 Identify what kinds of changes to an asset require a
new asset version to be created
Non-structural meta data
 For example, one approach to consider is to define
structural changes versus non-structural changes
Asset
Name Desc State Ver Profile
Classification
 Structural changes would require a new asset
version, non-structural changes would not require a
new asset version
Nonstructural
meta data
 Example: Structural changes
Structural
meta data
 Asset name(?), version, changes to artifacts or new
artifacts, relationships
 Example: Non-structural changes
 Asset name(?), description, classification, and
supporting artifacts (readme files, …)
 Determine these policies early and communicate
them through the community home page
 These decisions can impact governance, review
processes, and asset management costs to the
organization
Structural
meta data
Nonstructural
meta data
Descriptors: Name/Value pairs
Context
Domain, Development, Test,
Deployment, and so on…
Solution
Artifacts
Name
Version
Description
Asset Overview
Requirements, Documents
Models, Code, Tests
…
Usage
Usage Instructions & Activities
Filling Variability Points
Related Assets
Structural
meta data
Association, Aggregation,
Dependency, Parent
Best
practi
ce
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IBM Rational software | Client programs
Tip – When to create, modify or duplicate asset
versions?
 Create a new asset version
 When you need another version of the asset and still keep older or existing version of the
asset.
 Create a new asset
 When you truly want another asset.
 Modify an existing asset
 When you edit the existing contents of the asset and only keep a single published version.
 Duplicate an asset
 When you need to create a new asset and you want to jump start the process of creating
the asset by utilizing an existing asset that already has many of the asset relationships,
categories or artifacts you want in the new asset
See
 http://rationalassetmanager.wordpress.com/2009/04/20/tip-when-to-create-modify-orduplicate-assets/
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IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Governance
 Communities
 Customizable community home page
 Access control and roles
 Lifecycle & Review processes
 Policies
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IBM Rational software | Client programs
Criteria For Creating A Community
Best
practi
ce
 You create a Community when you identify a target audience which has (or wants
to use) assets which need to be governed.
 The community may be built along many different boundaries.
 Organization: you may create a community based on the organization chart.
 Role: you may create a community based on some common role (Analyst) that crosses
organizational boundaries.
 Project: you may create a community based on a project, or initiative, although this is
often a less permanent boundary, the overhead and organization may be justified.
 Consider creating a public free access Community to allow your target audience to
share and be educated on how to use RAM.
Best
practi
ce
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IBM Rational software | Client programs
Customizable Community Home Pages
 When users come to
the repository they
often don’t understand
many things about the
repository
Best
practi
ce
 Guide community users
attention to
 Key assets to use
 Discussion forums
 Community overviews
 Tags
 Configuration
 Asset types
 Category schemas
 Asset version policy
 Workflows and review
processes
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IBM Rational software | Client programs
Access Control
Access control
defines what
you can do in
the repository
and with what
assets you can
work.
Rational Asset Manager
Analyst Community
Role: Business Analyst
Permissions Constraints
Create
Asset Type = Business Process
Update
Category Schema = Financial Services
Search
User Group A
User: Jill
Can
access
Jill in the Role of Business
Analyst in the Analyst
Community
Asset Type: Business Process
Open Account Process
Artifacts:
- Business Process Model
Category schemas:
- Financial Services > …
Cannot access
User Group B
Jill in the Role of Tester in
the Service Testing
Community can access
assets of type Test
User: Jill
Asset Type: Business Process
To Be: Sales Management
Artifacts:
- Business Process Model
Category schemas:
- Business Planning > …
Service Testing Community
Role: Tester
Permissions Constraints
Create
Asset Type = Test
Update
Search
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IBM Rational software | Client programs
Role
3c. How is the view of the metamodel linked to roles management?
 The metamodel for roles is illustrated below, and supports the following semantics






A Community owns Roles
A Role has permissions in RAM
A Role may be constrained to one or more Asset Types
A Role may be constrained to one or more Category Schema Elements
A User Group is assigned one or more Roles
A User is assigned one or more Roles
constrained
to
constrained
to
owns
assigned
assigned
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IBM Rational software | Client programs
Role Permissions Community
 Asset Review Board
Allows user to be on the Asset Review Board.
 Create assets
Users can create new assets in the repository.
 Delete assets
Users can permanently delete assets from the server.
 Download assets
Users can download assets. Includes searching, reading details,
and browsing assets.
 Forums admin
Users can administer forums for an asset (if assigned to an
asset role) or administer all forums and forum connections in a community.
 Publishing admin
Users can perform publishing actions for an asset (if assigned to
an asset role) or perform all publishing actions (including publishing connections) in a
community.
 Read asset details
Users can view asset details and contents.
 Search assets
Users can search for assets.
 Subscribe to assets
Users can subscribe to assets.
 Update assets
Users can update assets.
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IBM Rational software | Client programs
Single Asset Entitlement
 Provides fine grained access controls to individual assets
 Asset permissions by user or group include: search, read, download
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IBM Rational software | Client programs
Legacy Asset Review Processes
User: Jill
 The flow selected depends on the configuration of
the repository and on the stated intention when the
asset is submitted
Submit asset…
“AS-IS”
for Approval, but no
review process defined
built-in review
process
with Review Board
enabled, using builtin review process
using CQ-driven
review process
Business Process
Open Account Process
State: AS-IS
Business Process
Open Account Process
State: APPROVED
Business Process
Open Account Process
Business Process
State: DRAFT
Open Account Process
Business Process
State: Review
Open Account Process
Approve
State: APPROVED
Reject
Business Process
Open Account Process
Business Process
State: DRAFT
Open Account Process
Business Process
State: Evaluate Review
Open Account Process
Approve
State: APPROVED
Reject
Business Process
Open Account Process
State: Plan Review
Business Process
Open Account Process
State: CQ State 1
Business Process
Open Account Process
State: Review
Business Process
Reject Open Account Process
Business Process
State: DRAFT
Open Account Process
Business Process
State: CQ State N
Open Account Process
Approve
State: APPROVED
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IBM Rational software | Client programs
Organizing Review Processes
Best
practi
ce
 Create a collection of processes and order them to support the asset lifecycle
52
IBM Rational software | Client programs
Custom Asset Lifecycle
 Lifecycle configuration:
 Name & description
 Entry conditions for each lifecycle:
 Asset type
 Categories
 Review board members
 Users
– User groups
– Asset owners
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IBM Rational software | Client programs
Custom Asset Lifecycle
 For each lifecycle state
configure:
 Asset access
permissions by user
 View
 Modify
 Download
 Review
 What policies will run
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IBM Rational software | Client programs
Custom Asset Lifecycle
 For each lifecycle action
configure conditions
that determine if the
transition can be taken
 Users that can
transition/modify the
asset
 Number of approvals
 Number of rejections
 Policy results
 Asset type
 Categorization
 What policies will run
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IBM Rational software | Client programs
Custom Asset Lifecycle Details
 Review an asset with other
users
 Make comments
 Vote
 See policy results and asset
lifecycle event history
 Add on the fly reviewers and
collaborators
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IBM Rational software | Client programs
New out of the box lifecycles
Specification
57
IBM Rational software | Client programs
New out of the box lifecycles
Business Case
Implementation
Release
Business Solution
Document of Understanding
58
IBM Rational software | Client programs
Creating a new Lifecycle






















Note: Creating new workflows is only available when using Enterprise server licenses. A Standard server license does not support custom workflows; only the
predefined workflows can be used.
You can use IBM Rational Team Concert (RTC) to create a new workflow that you can use to configure new lifecycles in IBM Rational Asset Manager.
With the Rational Team Concert version 2.0 Eclipse client, you can create a new workitem and a new workflow, bind them, and save your changes to create a new
workflow that is available on Rational Asset Manager. You can download the Rational Team Concert Eclipse client from jazz.net.
Prerequisites:
- Rational Team Concert Eclipse client version 2.0 or later must be installed. You can download the client from jazz.net.
- You must know the server URL. Use the same URL as the one that is specified in Rational Asset Manager on the Configuration page for the Rational Team
Concert server. (Administration > Configuration > Internal Rational Team Concert Path > Path). You must use the same server URL for the Rational Team
Concert connection that is set for the instance of the Rational Team Concert server that was supplied with Rational Asset Manager. Use the same Web server admin
credentials to log in to Rational Team Concert when you create the new workflow.
- You must know the username and password for the Web server admin permissions.
To create a workflow:
1. Download RTC Standard Edition Client from Jazz.net. From the Rational Team Concert client, connect to the Rational Team Concert server that was supplied
with Rational Asset Manager. You must use the same server URL for the Rational Team Concert connection that is set for the Rational Team Concert server that was
supplied with Rational Asset Manager. To find the URL, click, Administration > Configuration > Internal Rational Team Concert Path > Path
You must use the same Web server admin credentials to log in to this new connection. You must connect to the "RAM Lifecycle" project area the first time in your
Rational Team Concert client. Afterwards, if you are connected, you will see the "RAM Lifecycle" project area.
2. Click the RAM Lifecycle > Process Configuration tab
3. Create a new Work Item Type and Category
a. Under Configuration, select Project Configuration > Configuration Data > Work Items > Types and Attributes
b. To create a new work item category, next to the Choose the Type Category to edit, click Add and enter a name for the work item category. This name (ID) must
be unique.
c. You must also add a work item type to a category. Under Work Item Types, click Add. (The Work Item Type is what will be visible as a Workflow in RAM.)
d. In the Add Type window enter a work item type name and ID (for example, "MyWorkItemType" and "MyWorkItemTypeID").
Note: The workflow item type name can be any name that you specify but it will be displayed as the workflow in Rational Asset Manager (not the workflow category
name or the work item type category). The ID must be unique
e. In the Custom Attributes section, you must add three required attribute types:
- Click Add, select Reuse Existing Attribute, and from the list choose Asset link. Click OK. specify these three required
- Click Add, select Reuse Existing Attribute, and from the list choose Active state history .Click OK.
- Click Add, select Reuse Existing Attribute, and from the list choose Repository id. Click OK.
f. Click Save.
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IBM Rational software | Client programs
Creating a new Lifecycle (cont)














4. Create a new Rational Team Concert workflow
a. In Rational Team Concert, in the Project Area, click Configuration Data > Work Items (advanced) > Workflows
b. To create a new workflow, under Choose the Workflow to edit click Add, and enter an ID.
c. In the name field, enter a Name for the Workflow.
d. Create the state transition model.
- To create a state click States; then click Add and name the state. Repeat this step for each state in your workflow.
- To create a transition, click Transitions; then click Add and name the transition. Repeat this step for each transition in your workflow.
- A Start action is required. From the list, enter a state for the Start action by choosing an existing state or creating a new one.
Optional: You can add icons. They are not required but using them can help make the asset display in Rational Asset Manager more understandable to users.
e. Click Save.
5. Bind the new workflow and new workitem category.
a. Select Configuration Data > Work Items > Workflow Bindings.
b. From the lists, select the names of the work item type category and workflow that you created in the previous steps.
c. Click Save. You are finished with creating the new workflow.

6. To make your new workflow available in Rational Asset Manager, you can restart Rational Asset Manager (or you can wait ten minutes for the caches to be cleared
or select Tools > Reset caches to clear the caches. Note: In version 7.2, the cache is only cleared on the server that the user is logged into if running in a cluster).

7. To validate that the new workflow is available, log in to Rational Asset Manager as an administrator and select Administration and under Communities select a
community. For the given community click Lifecycles > New Lifecycle.
In the list of workflows, you should see the name of the workflow that you created.





Additional notes:
There is an in-memory cache of workflows in Rational Asset Manager. It is cleared after 10 minutes, but if Rational Asset Manager is recycled it picks up an updated
copy of the workflows from the Rational Team Concert server. You can also use the Tools page and click the Reset Caches button. Though I do notice now that this
will be a problem in a cluster environment. This will only clear the cache on the one server, it won't clear the Rational Team Concert cache on other servers in the
cluster. I need to open a defect on this.
If after Rational Asset Manager is recycled the new workflow is not visible then the workflow may not be configured correctly and you must use the Rational Team
Concert client to make the necessary updates (for example, if you did not specify a unique ID for your workitem). Log back in to Rational Team Concert and review
the details of the new work item and workflow to ensure you specified a unique workitem type name and the required attributes, a workflow Start action, and a correct
state transition model. Make changes as needed, save them, restart the Rational Asset Manager server and recheck to see if the workflow is available.
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IBM Rational software | Client programs
Creating a new lifecycle (cont)
61
IBM Rational software | Client programs
Policy
 Allows automation of policy
enforcement
 Enforce a policy

During a review

Asset Submission

Asset Publish

Timer

Lifecycle state transition
 Other scoping conditions

Asset Type

Category
 Report on policy compliance
 Integrates with external policy
management tools like
WebLayers
62
IBM Rational software | Client programs
Policies
 Help Info. Center
http://publib.boulder.ibm.com/infocenter/ramhelp/v7r1m1/topic/com.ibm.ram.doc/to
pics/t_use_custompolicy_api.html
 Java docs are not in the help in RAM v7.1.1 but in the policy jar files.
 RAM v7.2 We have added the Policy Java doc to our Help Info Center.
 Tutorial on developing policies.
 http://rationalassetmanager.wordpress.com/2008/12/24/tutorial-webcast-on-buildingpolicies-in-ram-v711/
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IBM Rational software | Client programs
Communities – Low Governance and High Governance
 Start with RAM instance for practice, learning “On Boarding”
 Test out repository policies and governance assumptions
 Give a place for people to learn
 Watch where they “walk”
 What asset types they create
 What communities they create
 What category schemas they create
 Explain how they move to production..
Best
practi
ce
RAM preproduction
instance
 Create a production RAM instance
 Refine repository policies and governance assumptions
 Migrate “good” assets from on-boarding RAM instance to
production RAM instance
 Create communities which support as-is, open marketplace
asset
 Let the rating systems bubble up high-value assets
 Transition high-value assets to governed communities
 Provide support for assets
Little
 Track asset consumers
governance
 Conduct impact analysis
RAM production
instance
As-is
Communities
High Value,
Governed
Communities
More
governance
64
IBM Rational software | Client programs
RAM Demonstration
 Asset Search
 Asset Creation and Maintenance
 Gili Mendel and Simon Release manager – JSF Component
 Asset Governance
 Connie Common Services Manager – reviews JSF Component
 Asset Usage
 Using assets within development – Gili uses JSF Component
 Asset Planning
 Impact analysis
65
IBM Rational software | Client programs
Addressing the challenges of each Asset Lifecycle phase
Asset Governance
COE
Architect
Compliance is important but
manually reviewing assets is
costly and error prone
 Avoid duplicate assets
Need to control and eliminate
“rogue services” and
unapproved open source or
licensed library use
Operations
Manager
Rational Asset Manager Can Help You
Control asset compliance and use!
 Ensure asset reviews occur
COE
Architect
SLA violations and slipped
schedule caused by not being
able to understand how asset
changes have an impact on
development assets
 Automate asset policy compliance and
reporting
 Prevent unapproved asset use,
changes or deployment
 Understand asset relationships and
impact of change
 Notify stakeholders of asset plans and
needs
66
IBM Rational software | Client programs
Addressing the challenges of each Asset Lifecycle phase
Asset Planning
Need better ROI by funding
assets that are driving revenue
and are being used
Rational Asset Manager Can Help You
Improve asset return on investment
LOB
Managers
 Report on asset usage
 Quantify ROI
Product
Manager
Reduce costs by sharing
asset development costs with
others who also need similar
capabilities
 Understand the impact of retiring
an asset
 APIs to automate getting and
setting asset metadata
Need to reduce costs by retiring
unused assets
LOB
Managers
Product
Manager
Time consuming to share
asset plans and information
in format all the stakeholder
want
67
IBM Rational software | Client programs
Visual Browse and Impact Analysis
 A critical part of governance is to understand the impact of a change
 RAM illustrates what assets are impacted and what people are impacted
68
IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Governance
 Impact Analysis, Metrics, Reporting
69
IBM Rational software | Client programs
Metrics and Reporting
 Rational Asset Manager manages usage metrics at two levels
 Asset
 Repository
 Community
 Asset metrics are viewed in Eclipse and Web clients by administrators and other
users
 Amount of time to produce an asset
 Expected time to reuse and asset
 Total downloads
 Average downloads for assets of given type
 Unique downloads, Build usage, Browse usage, artifact downloads
 Artifact browses
70
IBM Rational software | Client programs
Metrics and Reporting (2)
 Repository statistics
 Reports are viewed in Web client by
administrators
 Reports can be downloaded into .csv file
formats
 Reports
 Repository Contents
 Asset Activity
 User Activity
 Search History
 Activity Audit
 Generate audit for over 35 activities across
date range
 Who did what, when, with what asset
71
IBM Rational software | Client programs
Asset Reporting
 Improved asset reporting
 Trending
 Used in Build
 View versus download
 Names that used asset
 Community level reporting
similar to repository level
reporting for community
administrators
72
IBM Rational software | Client programs
Community Reporting
 Community level reporting similar to repository level reporting for community administrators
73
IBM Rational software | Client programs
Integration with Rational
Insight reporting using
RAM Report URLs
74
IBM Rational software | Client programs
Sample Insight Report pulling from RAM
75
IBM Rational software | Client programs
RAM Report URLs
 Using report tools accessing the RAM APIs
 See backup slides for details on this topic
Sample Clients
Eclipse
Reporting
(BIRT)
Crystal
Reports
BRIO
Reports
Command
Line
Interface
Cognos
…
RAM API
Reports should be created while
the information model is being
created to validate the
information model
RAM Server
RAM API
WAS
Metadata
Best
practi
ce
ANT
Script
Storage
DB2
Filesystem
Oracle
CVS
SQL Server
ClearCase
- XML Data URLs
- Java
- Web Service
76
IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Governance
 Notifications, Subscriptions, Discussion Forums
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IBM Rational software | Client programs
Notifications, Subscriptions, Discussion Forums
 Rational Asset Manager generates notifications for review processes
 Subscriptions
 Per asset
 Per search criteria
 Notifications sent on periodic basis
 RSS Feeds
 Per asset
 Per search criteria
 Notifications sent per event to RSS reader
 Discussion Forums
 Per asset
 Per community
78
IBM Rational software | Client programs
RAM Demonstration
 Asset Search
 Asset Creation and Maintenance
 Gili Mendel and Simon Release manager – JSF Component
 Asset Governance
 Connie Common Services Manager – reviews JSF Component
 Asset Usage
 Using assets within development – Gili uses JSF Component
 Asset Planning
 Impact analysis
79
IBM Rational software | Client programs
Addressing the challenges of each Asset Lifecycle phase
Asset Planning
Need better ROI by funding
assets that are driving revenue
and are being used
Rational Asset Manager Can Help You
Improve asset return on investment
LOB
Managers
 Report on asset usage
 Quantify ROI
Product
Manager
Reduce costs by sharing
asset development costs with
others who also need similar
capabilities
 Understand the impact of retiring
an asset
 APIs to automate getting and
setting asset metadata
Need to reduce costs by retiring
unused assets
LOB
Managers
Product
Manager
Time consuming to share
asset plans and information
in format all the stakeholder
want
80
IBM Rational software | Client programs
Agenda
 Concepts
 Configuring Rational Asset Manager for Governance
 Integrations
 Tivoli CCMDB
 WebSphere Service Registry & Repository
 Rational Team Concert, ClearCase, CVS
 ClearQuest
 ANT scripts, BuildForge
81
IBM Rational software | Client programs
IBM Registries/Repositories
Service Deployment
Service Development
Service Discovery
Service Development Lifecycle
Rational
Asset Manager
Runtime Repository
Runtime Service Discovery
WebSphere Service
Registry & Repository
Other Service Endpoint
Registries / Repositories
Publish
Synchronize
Development Registries
Rational
Team
Concert
Rational
ClearCase
Rational
ClearQuest
UDDI
Registries
Service Management
Tivoli Change and
Configuration Management
DB
“IBM's federated metadata management
strategy is visionary”
Info
based
Services
Other
External
Reg / Rep
 Operational Efficiency & Resilience
 Configuration Data Discovery
 Managing change
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IBM Rational software | Client programs
WebSphere Service Registry and Repository (WSRR)
 The connection to WSRR is configured in the community
Rational Asset Manager
Administrator
Configure
service
registry
connection
“Host”
“Port”
“Login”
“Owner”
Service Tester
Community
WSRR: Governance
Registry
WSRR: Production
Registry
WSRR:
Production
Registry
WSRR: Test Registry
Service Development
Community
 The service documents are published from RAM to WSRR
Rational Asset Manager
Service Development
Community
Tester
Publish
My Service
overview.doc
model.emx
service.wsdl
service.xsd
WSRR: Test Registry
My Service
service.wsdl
Publish
service.xsd
service.wsdl
Synchronize
service.xsd
83
IBM Rational software | Client programs
ClearQuest Integration
 Integrates with ClearQuest (CQ) to track defects on assets
 CQ connections are configured per community
 CQ fields are mapped to RAM fields
ClearQuest
Rational Asset Manager
Community
Connections
Administrator
Configure
Forum
Review Process
Configure connection to CQ
1
Configure connection
to CQ Record Type
2
Configure connection
to CQ Query
3
Configure connection
to CQ Record Type
for Asset Review
Defect, …
Query
Review, …
84
IBM Rational software | Client programs
Command line Ant Tasks – Sample tasks
Allows build,
deployment and test
automation to utilize
RAM command line
tasks to maintain,
update and use
assets.
Submit
Modify
Download
Update
Relate
See Back up slides
for deep dive on this
topic.
85
IBM Rational software | Client programs
Learn more at:
 IBM Rational software
 IBM Rational Client Programs
 IBM Rational Software Delivery Platform
 Process and portfolio management
 Change and release management
 Quality management
 Architecture management
 Rational Solutions
 Rational trial downloads
 Leading Innovation Website
 IBM Rational TV
 IBM Rational Business Partners
© Copyright IBM Corporation 2007. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any
kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor
shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use
of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or
capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product
or feature availability in any way. IBM, the IBM logo, the on-demand business logo, Rational, the Rational logo, and other IBM products and services are trademarks of the International Business
Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
86
IBM Rational software | Client programs
Backup
87
®
IBM Software Group
Reporting With Rational Asset Manager v7.1.1
Carlos Ferreira Product Manager
Matthew Vestal Developer
© 2007 IBM Corporation
IBM Rational software | Client programs
What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
89
IBM Rational software | Client programs
RAM Reporting – Out of the box
 Reporting is available at the Repository Level & Asset Level
 Asset level – Downloads, activities, asset search
90
IBM Rational software | Client programs
RAM Reporting – Out of the box
 Repository Level – Must be an repository administrator
91
IBM Rational software | Client programs
Demo – Out of the box reporting
 Asset reporting
 Repository reporting
92
IBM Rational software | Client programs
What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
93
IBM Rational software | Client programs
Custom Reports - URLs
 What does the whole report URL look like?
http://ramvmware:9081/com.ibm.ram.repository.web.ws.was/reporting/subscript
ion|asset:guid={4AB0266F-E87A-1DA0-A844-10755F3BEAA0}
 Reporting Base URL is different than RAM Web page URL use
Repository location url:
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was
 What are you trying to do?
/reporting
 What type of report? trying to figure out who is subscribed?
/subscription
 What asset?
|asset:guid={DEBE61D8-190D-EF9B-5684-90AACEBABEFA}
 Use the on-line help to figure out what other options are available
 http://publib.boulder.ibm.com/infocenter/ramhelp/v7r1m1/index.jsp?topic=/co
m.ibm.ram.web.doc/topics/t_create_url.html
94
IBM Rational software | Client programs
RAM Report URL XML document
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/subscriptio
n|asset:guid{BA375C8FF-D1A8-B23E-84BA-3F5D9A2DDE5C}
95
IBM Rational software | Client programs
Report Permissions?
 You can see the report data for the assets you own.
 You can see the report data for other assets that you have access to
via the web client
 You cannot not see report data with regards repository level reports
like activity unless you are an repository administrator or looking at
repository reports on your own activity
 To share your report information consider using RAM Cached URL
artifacts explained later
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But how do you read the RAM XML report data?
 Use a browser to view the XML
 Easy but not readable
 Use Microsoft Excel to format the report data
 Easy – but not limited by the amount of data that can be displayed
 Use HMTL to format the report data
 More flexible for laying out reports
 Requires some HTML and Javascript skills
 Uses a browser and a web server to display results must be on same RAM
server
 Use Birt or other reporting server like Rational Insight
 More scalable and flexible – More complex – requires Birt Technical skills
 Requires a separate web server and application
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What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
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Using Microsoft Excel
 Get the data into Microsoft Excel using Data Web Queries
 Create a separate data worksheet with the raw data
 Create a pivot table on an Excel new worksheet to format data further
 Pick the columns and rows that you want in your report
 Save the report. Next time you reopen the spreadsheet it will ask you
if you want to refresh your Web Query.
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Demo – Microsoft Excel Report URLs
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Demo – Microsoft Excel Report URLs
 Create a separate data worksheet with the raw data
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Demo – Microsoft Excel Report URLs
 Create Pivot Table
 Highlight Select Data
 Select menu Pivot Table from the Data Menu
 Hide rows you don’t want
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Microsoft Excel RAM Reporting – Dates

Drop the timestamp into the pivot table.
1. Change the timestamp cells / column to a number format with no
decimal places
2. In an open cell /column insert the following formula =(<cell
number>+7200000)/86400000+25569 where cell number refers to
the cell where the timestamp resides. (This formula changes the
UNIX timestamp number to a Excel timestamp number).
3. Change the format of the cell to the date format you desire (i.e.
dd/mm/yyyy hh:mm)
4. Hide the column with the timestamp info
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Create a Pivot Table to see download activity by
asset and users who downloaded
 Use web client to search for assets you want download reports for
using the Web Client
 Create a report URL using search short cut
 Append the download activity identifier
 Create an Microsoft Excel pivot table to see who has done download
activity on a set of assets.
 Add AssetGUID to Count,
 Add assetName Top Row
 Add Asset ActivityUserName to Left Column
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Is there an easy way to create a report URL?
 Use Search Shortcut feature to automate creating the Report URL
from the RAM Search
 Scope what assets you want to include in your report by searching for
assets with web client and then using Search Short Cut. For example:
 assets are in a "Rational Sales and Technical Community" in an Approved
state and that are of Asset Type Presentation.
 Repository Location URL
https://nc-ram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/
 Use the search wizard
 asset:shortcut=ramSearch:(1fState,approved$fType,presentation$fGroup,rat
ional_sales_and_technical_community)
 Add the option search short cut URL filter
 asset:shortcut=ramSearch: by using the search clipboard.
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/asset:shortcut=r
amSearch:(1fGroup,rational_sales_and_technical_community$fState,approved)
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IBM Rational software | Client programs
What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
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IBM Rational software | Client programs
Combine report data by joining multiple URL report
options
 Query results can be joined with other parameters like an asset activity
downloads. Append the activity parameters using the | pipe symbol
 For example Rational Sales Assets returned let us see what type of activity is
going on those assets.
 Append an option call assetActivity to the base URL and specify
 The activity id. For example download is tid=610 you can see a complete list of activity
ids in the online help. Search on "activity report"
 Use Online help
 http://publib.boulder.ibm.com/infocenter/ramhelp/v7r1m0/index.jsp?topic=/com.ibm.ram.
web.doc/topics/t_create_url_assetactivities.html
 then select the topic "Defining asset activities reporting URLs"
 Prepend the option assetActivity:tid=610|
 In 7.1.1.1 you can report on multiple activity types by using tid=(610,650)
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/assetA
ctivity:tid=610|asset:shortcut=ramSearch:(1txt%2Cowner%3A%28CARLOS+
M.+FERREIRA%29)
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Demo
 Appending asset download activity and Search URL shortcut
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What are other report URL append options?
 How to getting the name of a community?
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web/admin/group/users.faces?gid=10
 How to get the time interval for an activity?
 http://www.dracon.biz/timestamp.php
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/assetActivityty:tid=
610,fromTime=1214886372791,toTime=1217561172791|asset:shortcut=ramSearch:(1fG
roup,lorem_ipsum_dolor_sit)
 Data format
 XML data
 JSON data
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/settings:format=j
son|subscription:guid=%7B23856A50-49C8-7D1D-EAA3NOTE: Leaving off version
E325DFA085DB%7D,version=7.1.1+M1
 Relationship, guid, version and depth
gets report data for all
versions of the asset
 https://ncram.rtp.raleigh.ibm.com/com.ibm.ram.repository.web.ws.was/reporting/relationship:guid={
9F05F9FD-5C09-F692-3F09-80E57E9D0501},version=1.0,depth=4
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IBM Rational software | Client programs
What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
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IBM Rational software | Client programs
RAM HTML Reports
RAM XML
report data
Asset
RAM Server
Report URL
RAM Server
Asset URL
Asset Artifact
Report URL
Asset Artifact
Cache Report URL
Asset Artifact
Report Format HTML page
Browser
RAM Asset
URL
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IBM Rational software | Client programs
RAM HTML Reports
 Report URL Options 2 options for getting the XML data for your
report using report URLs.
 Go directly go the RAM server using the report URL. This is the simplest
and fastest way to create a report. Reports that require authentication will
then prompt the user for a user id and password.
 Go to cached report URL artifact in the RAM asset. Provides better
performance and access but requires more steps.
 Reports that Require User Credentials can use report URL
cached artifacts
 Create an cached asset artifact that points to a RAM report URL. Make
sure that in your HTML reports that you then reference a RAM cached
artifact instead of report URLs on the RAM server.
 Report URL cached artifacts provide several benefits.
 Reduce the report processing load on your RAM server
 Share report data with users that wouldn’t normally be able to see the data
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IBM Rational software | Client programs
Create an HTML page to render RAM URL results
 Sample MyAssetDownloads.html report xmlDoc
document object in JavaScript that you modify to
point to your own RAM server URL or RAM
Report URL Cached Artifact.
 You can modify the file using Notepad
 Make sure to save the file as text with an HTML
file extension.
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Use the Report Templates Assets To Create Your
Own HTML Reports
 Use the samples here and tutorial here:
 http://rationalassetmanager.wordpress.com/2009/01/05/easy-html-reportsfor-rational-asset-manager/
 To create these reports
 Who is browsing the assets I am producing
 Who is downloading the assets
 Who has downloaded this asset
 Who has browsed this asset and how often
 Who has subscribed to this asset
 Asset activity over time graph
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HTML Reports Demo
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IBM Rational software | Client programs
What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
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Reporting with BIRT
 What is BIRT?
Business Intelligence and Reporting Tools
"BIRT is an open source Eclipse-based reporting
system that integrates with your Java/J2EE
application to produce compelling reports."
"BIRT has two main components: a report
designer based on Eclipse, and a runtime
component that you can add to your app server.
BIRT also offers a charting engine that lets you
add charts to your own application.”
http://www.eclipse.org/birt/phoenix/intro/
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IBM Rational software | Client programs
Reporting with BIRT

Data
 Data Sources
 Data Sets
 Data Cubes

Report elements
 Charts
 Lists
 Crosstab
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IBM Rational software | Client programs
Reporting with BIRT

Data source
 Use RAM data by creating a
XML Data Source
 Can point to local XML file or
directly to data URL
 Best practice: Use local files
while designing report and for
historical data
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Reporting with BIRT

Data set
 Map data from XML to rows and columns in the data set
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Reporting with BIRT
 Data cube
 Group data by dimensions
 Used for cross tabulation
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Reporting with BIRT

Resources
 Detailed tutorial
http://www.ibm.com/developerworks/exchange/dw_entryView.jspa?externalID=806&ca
=drs-ce
 BIRT
http://www.eclipse.org/birt/phoenix/
 BIRT Exchange
http://www.birt-exchange.com/
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What will you learn?
1. Create reports - Out of the box
2. Create custom reports using report URLs
3. Create reports with Microsoft Excel and RAM report URLs
• Using Microsoft Excel Web Queries in Excel
• Creating the report format in Microsoft Excel using pivot tables
4. Complex queries by joining RAM report URLs
5. Create reports with HTML and RAM report URLS
6. Create reports with Birt and RAM report URLs
7. More resources on the topic
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IBM Rational software | Client programs
Where you and customers can get more information
 Webcast – Tutorial on Reporting with Microsoft Excel
 http://rationalassetmanager.wordpress.com/2008/09/30/reporting-usingmicrosoft-excel-and-rational-asset-manager/
 Webcast – Tutorial on Reporting with HTML
 http://rationalassetmanager.wordpress.com/2009/01/05/easy-html-reportsfor-rational-asset-manager/
 External RAM Forums visible by customers
 http://www.ibm.com/developerworks/forums/forum.jspa?forumID=1122
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