Creating Custom Maximo Reports using BIRT On-line Workshop Chris Forti Director of Maximo Solutions, Actuate Ken Fey Maximo Solution Engineer, Actuate Chuck Haag Principal Consultant, Banetti 1
Agenda Corporate Backgrounds Introduction to BIRT Business Process for Report Development How to Build a Custom Report Enabling Business Users to Modify Reports BIRT Resources Q & A 2
Actuate and Banetti Corporate Overviews HQ Offices Customers Services San Mateo, California Regional HQs: Frankfurt, London, Paris, Singapore, Tokyo, Toronto R&D: San Mateo, Kansas City, Shanghai, Toronto Over 4,400 with top-tier accounts in banking, insurance, securities, government, health care, education, utilities and high tech Design, consulting, development, integration, training, support Miami, Florida Regional Offices: Arlington, VA, St. Louis, Toronto Extensive experience with customers in facilities management, utilities, manufacturing, education, and government EAM implementations and upgrades, mobile, reporting, training, strategic services Key Partners 3
Polling Question #1 What is your familiarity with BIRT (Business Intelligence and Reporting Tool)? A.None Had not heard of BIRT until this workshop B.Have heard of BIRT but have not tried it C.Evaluating or considering future use of BIRT D.Actively using BIRT E.Have used BIRT in the past 4
The Eclipse BIRT Project Founded, Organized and Led by Actuate Open-source BI and reporting initiative started by Actuate in 2004 Professional open-source software technology Thriving BIRT Community 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 BIRT Downloads Millions of downloads 6.5 million+ downloads through Dec 2008 2005 2006 2007 2008 How BIRT Helps You Builds community of developers and enterprise users Drives software quality with high-value, extensions provided by community Guarantees conformity with industry standards as they evolve 5 Project Management Committee Member Developers contribute code De facto standard in IBM products
Actuate and IBM Integration Broad adoption of BIRT WebSphere Application Server WebSphere Business Modeler WebSphere ILOG JRules* WebSphere Process Server WebSphere Registry & Repository* Rational Application Developer* Rational BuildForge* Rational ClearQuest* Rational Method Composer Rational RequisitePro* Rational Quality Manager* Rational Software Architect* Rational Software Modeler* Rational Systems Developer* Rational Team Concert* * designates IBM Products that embed BIRT Tivoli for WebSphere Management Tivoli Directory Server Tivoli Common Reporting* Tivoli Composite Application Manager* Tivoli Maximo* Tivoli Monitoring* Tivoli Netcool* Tivoli Omegamon* Tivoli Storage Manager* Tivoli Usage and Accounting Manager* 6 WebSphere Portal Server Workplace Services Express WebSphere RFID Center* InfoSphere Data Architect* WebSphere Information Server SPSS Showcase Suite* DB2 Universal Database
What is BIRT? Business Intelligence and Reporting Tools A New Generation of Web Design and Data Visualization Technology Easy to use for all types of developers Modern, web-page design metaphor Component-based development Open and standards-based Flexible APIs and rich programmatic control Full support for libraries and reuse Foundation for a range of Actuate products (Interactive Viewer, Dashboards, BIRT Studio) Simplicity that makes simple reports easy BIRT Power to create very complex report layouts 7
Business Process Report Development Best Practices Objectives Develop a report development business process Gather requirements and develop specs Spec approval and code development Testing & defect fixes Closeout documentation 8
Develop Specifications Generate Spec Mockup 9
Develop Specifications Incorporate details 10
Start Building Custom Reports Tool Options Open Source BIRT Designer Audience: technical people with database and SQL knowledge Pro: Handles simple to complex requirements, free software Con: Requires technical staff to build and modify reports QBR supplied with Maximo v7 for ad hoc reports Audience: business people Pro: Tab driven interface to generate simple lists Con: Does not handle more comprehensive requirements Actuate BIRT Designer Pro, BIRT Interactive Viewer or BIRT Studio Audience: both business and technical people Pro: Product family that enables both business and technical staff to create and modify reports easily, and incorporate data from other systems Con: Need business requirements that justify investment in additional software 11
Live Workshop 12
Actuate BIRT Platform enhances Maximo Capabilities for Business Users (no SQL skills required) User creation of simple listing report Grouping with totals and sub-totals Support for complex filtering User specified sort sequence BIRT report design can be shared with others User modification of published reports Add calculated columns to a report Easy-to-use drag & drop design paradigm Parameters visible on final report Incorporate data from other systems in a report Add graphs & charts via wizard-driven interface Templates for rapid design and consistency 13 Maximo QBR Actuate
Enhanced BIRT Reporting for Maximo Actuate BIRT Platform Reduce IT costs and improve service by enabling Maximo users to easily modify and create BIRT reports Enables business users to modify reports Enables business users to perform ad hoc reporting Does not require SQL skills or data structure knowledge Gets IT out of the report modification business Reduces report backlog dramatically Reduce Maximo deployment costs while reaching more users Extend reports to non-maximo application users Avoid costly software license fees, user training and change management expenses Get more value from Maximo using BIRT Deliver integrated BIRT dashboards, KPIs and Operational Reports Combine Maximo data with data from other systems Single Actuate BIRT platform meets all requirements 14
Actuate BIRT Prototype FREE Offer Rich Maximo Reporting in Just 3 Days Interactive and ad hoc BIRT reporting plus dashboards Use your reports, your data add up to 3 new BIRT reports Combine Maximo data with other enterprise data Integrated within Maximo v6, v7, or stand alone Use of Actuate products for 30 days Limited Offer Must meet qualifying criteria Apply by October 15th Limited number of FREE prototypes to be delivered Qualifying Criteria Complete prototype assessment via phone interview Confirm active Maximo project is funded and underway Conduct business meeting between Sr. Manager and Actuate 15
BIRT Resources and Next Steps Maximo and Actuate Joint Solution Check out the Maximo BIRT InfoCenter Download the BIRT Designer Access white papers, on-line demos, and BIRT community Try Actuate BIRT using free hosted service, BIRT on Demand www.actuate.com/maximobirtinfocenter Contact Actuate at 1-800-914-2259 or maximo@actuate.com Highest Functional, Integrated Solution Lowest Total Cost of Ownership Least Risk by Eliminating Change Management Contact Banetti at 1-786-399-2160 or goddy.cruz@banetti.com 16