How to best use RRDI data dictionaries for CLM Reporting

August 28, 2013

In the previous post Landing page for CLM Reporting with RRDI or Insight, I recapped on the CLM reporting uses cases options:

  • Check/Use the Out-of-the-box reports
  • Author your own reports

Links on both OOTB reports and RRDI CLM applications dictionaries for multiple versions were provided and chosen concise presentation  received positive feedback.

A feedback I recently heard about was that our customers could sometimes miss the information on how to best use these data dictionaries.

This is actually a NON gap since the CLM Information Center provides such information HERE.

ReportingDataDictionnaryFrom4.xInfoCenter

I recommend you read this topic so that you get a clear understanding of how to use RRDI data dictionaries.

Don’t miss this useful information !

Acknowledgment: thanks to Amanda Brijpaul, from Rational User Technologies team, for pointing me this important resource.


CLM 4.0 Enterprise Deployment tasks: Oracle DB, proxy, IHS, SSO setup and RRDI configuration

June 27, 2013

Sometimes it can get difficult to narrow down all pieces of information you need to perform some specific administrative task on your CLM/RTC/RQM/RQM/DM environment.

As part of the Jumpstart team, I regularly provide guidance to customers in the CLM area covering RTC, RQM, Enterprise deployments, upgrades, customizations, OSLC and Reporting. As questions about CLM Administration and Reporting show up frequently, I use to collect and keep preciously links I can refer to later with customers. Until very recently, my personal “Top 3” included the following resources:

Until… I found out that Rational Support had provided very useful videos in the CLM 4.0.1 Education Assistant

RRDI configuration
Prepare Linux libraries for RRDI (9 min video)
Install RRDI software (4 min video)
Create an Oracle database for the RRDI content store (9 min video)
Install Oracle 32-bit client software for RRDI (6 min video )
Configure Oracle client environment for RRDI (9 min video)
Preparation for RRDI setup process (7 min video)
Run RRDI setup wizard (9 min video)

 []

WebSphere and IBM HTTP Server configuration
Public URI and host file configurations (3 min video)
Install IBM WebSphere Application Server (WAS) Network Deployment (ND) (8 min video)
IBM HTTP Server (IHS) configuration and self-signed SSL certificate (8 min video)
Setup the IBM HTTP Server (IHS) admin server (6 min video )
Application server profile creation (8 min video)
Setup WebSphere Application Server (WAS) global security (11 min video)
Setup HTTP server proxy on RRDI application server instance (20 min video)
Add a second application server profile to the HTTP server proxy (19 min video)
Add a third application server profile to the HTTP server proxy (8 min video)

[]

CLM Solution Configuration
Oracle database user and table space creation (5 min video)
Configure profile JVM properties to support CLM WAR files (9 min video)
Deploy the CLM WAR files to the first server (6 min video)
Update the CLM server plug-in with the profile XML file changes (6 min video )
Virtual frame buffer requirement and creation for Linux Requirements Management Converter (4 min video)
Configure profile JVM properties and deploy CLM WAR files to second server (8 min video)
Configure Single Sign On (SSO) with HTTP server and WebSphere topology (5 min video)
Run Jazz Team Server (JTS) setup wizard (17 min video)

This is my new “Top 4” I wish I had complete a little earlier.

Thanks to Rational support  for providing these videos. Hope this blog will (modestly) provide the additional visibility this useful material deserves.

Note 1: while the title page of the Education assistant states it’s for “IBM Rational Quality Manager“, this content is more largely applicable (to RTC, RRC, etc.)

Note 2: updates for 4.0.1+ versions are not available at this time AFAIK.


CLM Reporting: a landing page for RRDI or Insight

May 6, 2013

As part of Jumpstart team, I found myself answering customer questions about the reporting capabilities in CLM. As a result of this, last year, I’ve consolidated and shared information/guidance on the subject through a MindMap (see blog post: “Get things clear about the CLM 2012 reporting capabilities“). Some of our customers provided me with great feedback (which is still welcome BTW !).

As an assiduous reader of Jazz.net forum, I see that questions like the following are common:

I want to create a RTC/RRC/RTC/CLM report with this information plus this other information….  how should I proceed ?“.

Say 90% of the time, a pragmatical 1st answer advise users to check the existing/OOTB reports available in CLM. Then, say in half of the cases, directions for creating custom reports are provided. Just like if it was a pattern…

RRDI-Insight-LandingPage

It’s important to note that pretty much ALL the information exists ALREADY (in the CLM InfoCenter, the Jazz.net/DevWorks articles and wikis, etc.). The kind of gap this blog post aims at filling is a landing page providing a useful answer to the pattern described above. It shall present key information for both:

with the following characteristics:

  • Content shall indifferently cover release versions: CLM 2012, CLM 2011.
  • Format may be not a (Mind)Map. As some users revealed to me they could be reluctant to this format. Not to change my mind on this… Just adopting people’s preferred communication channels. I’ve chosen a table format this time.

Let’s go for now…

1) List the Out-of-the-box reports

All reports [Wiki] OOTB Reports (also incl. BIRT/RRDG-based reports)
Reports by domain
(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter CLM 2011/3.0.1 InfoCenter
RTC/CCM (*) RTC/CCM (*) RTC/CCM (*)
RQM/QM RQM/QM RQM/QM
RRC/RM (*) RRC/RM (*) RRC/RM (*)

(*): see “Table 2” in the referenced page.

2) Author your own reports

Data models [Wiki] CLM Framework Manager Data Model Details
Dictionaries
(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter CLM 2011/3.0.1 InfoCenter
RTC dictionary RTC dictionary RTC dictionary
RQM dictionary RQM dictionary RQM dictionary
RRC dictionary RRC dictionary RRC dictionary
Data warehouse metrics
(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter
Data warehouse metrics populated by CLM application data Data warehouse metrics populated by CLM application data
 “How To”s
[CLM 4.0 InfoCenter]
Tutorial: “Creating reports with Query Studio
Deploying new report resources
[devWorks]
Custom reporting using work item relationship links” by M. Prout (April 2013)
[Jazz.net forum / Article]
“Display reports from Report Studio in the RTC dashboard
How to make RRDI Reports work like RTC widgets?
How can I get a custom BIRT report to show on a dashboard?
Way to export reports in report studio so they can be uploaded to another server?
How to install missing (i.e. not deployed by default) reports in RTC
[Videos]
Dozens of useful videos in “RRDI Playlist” by Rational User Education. Covers installation aspects, new features, introductions, building reports, etc.

What if some complementary information is required ?

  • For “hands-on”-oriented guidance, I’d advise to read and complete the Reporting Workshop.
  • For a selection of key resources on a broader scope  (e.g. reporting for CLM in general including document generation (RRDG, RPE), installation procedures, troubleshooting tips, etc.), have a read at this blog post (and MindMap) “Get things clear about the CLM 2012 reporting capabilities” (note: it’s updated on a regularly basis – last update as for today: May 1st, 2013).
Last updated: July 18th, 2013 (added links to Jazz.net “in progress” InfoCenter)

Get things clear about the CLM 2012 reporting capabilities

September 21, 2011

(Last update – for CLM 2012 – on May 1st 2013)

Customers regularly asks me the following questions regarding the reporting capabilities in CLM 2012/2011:

  • “Shall we use Insight which has more capabilities than RRDI ?”
  • “Better if we use RRDG or… RPE ?”
  • “RRDG stands for…  what exactly ?”

After discussing a few minutes the details, we generally… touch base and go back to more common questions :

  • “What kind of reports your company would like to generate ?”
  • “What’s the difference between all these products ?”
  • “Do you know what’s is Development Intelligence ?”
  • “Do you want me to explain you the basics around the reporting architecture in CLM 2012/2011?”
  • etc…

As a result of this, I’ve summarized the reporting capabilities in CLM 2012/2011 (with convenient links on sample templates, etc.). You just need to CLICK here (or on the following map image) (note: be patient, it could take up to 10s to load this page… all depending on your network)clm2012reporting

After consulting it, I hope you could:

  • Have a clear idea of where each product stands in the reporting area.
  • Share with colleagues about reporting with more confidence.
  • Speak about the “double bubble chart”.
  • Find quickly the piece of information you were looking for

If helpful, feel free to Report that to me  !


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