North Star BlueScope Steel Selects Actuate BIRT to Improve ...dcmug.org/Maximo ppt. (5).pdf•One solution: Integrated Dashboards, Analytics & Scorecards •Built on ActuateOne & BIRT

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1

Actuate Corporation © 2010

2


The people behind BIRT™

Agenda

• Introductions

• Actuate & BIRT Overview

• IBM OEM Relationship & Partnership

• Actuate and Maximo – Discover the Possibilities

• Actuate BIRT for Maximo

• A Case Study with NorthStar BlueScope Steel

• Demonstration

• Q&A

3


THE PEOPLE BEHIND BIRT THE PEOPLE BEHIND

BIRT THE PEOPLE BEHIND BIRT THE PEOPLE

BEHIND BIRT THE PEOPLE BEHIND BIRT THE

PEOPLE BEHIND BIRT THE PEOPLE BEHIND BIRT











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Headquarters San Mateo, California

Offices Fribourg, London, Frankfurt, Paris, Singapore, Tokyo, DC, New

York

R&D: San Mateo, Kansas City, Shanghai, Toronto

Customers Over 5,000 with top-tier accounts in banking, insurance,

securities, government, health care, education, utilities and high

tech

Services Design, consulting, development, integration, training, support

Applications BI, Ad-Hoc Reporting, Analytics & Performance Management

Profitability 24% non-GAAP Operating Margin in FY2011

Founded 19 years ago in 1993

Traded BIRT on NASDAQ since 1998

Employees 550+ employees worldwide

Actuate Corporation

4


Simplicity

Any user

simple

layouts easy

Power

to create

very complex

report

layouts

BIRT

What is BIRT?

Business Intelligence and Reporting Tools

• Any data, any visual, any scale

• Provides collaboration for end users & IT

• Modular components(interactive viewer,

Studio)

• Open and standards-based

• Flexible APIs

• Web design metaphors

• Offered in Open Source or Actuate BIRT

A New Generation of Web Design and Data Visualization Technology

5


• One solution: Integrated

Dashboards, Analytics &

Scorecards

• Built on ActuateOne & BIRT

• Purpose-built to drive

improvements

• Unified user experience

• Cloud and on-premise

availability

Actuate BIRT Performance Analytics

Discover

Analyze Improve

6


Discover Operational Insights with Dashboards Monitor KPIs with stunning interactive visualizations

Empowering business users

• Self-service with zero training

• Ease of use

• Customizable

Powered by BIRT

• Access any enterprise data

• Combine visual elements

• Charts, gauges, tables

• Reports and reportlets

• Web pages

• Google Gadgets

7


BIRT Momentum Huge BIRT Developer Community

Thriving BIRT Community

• Over 1 Million developers

using BIRT in 157 countries

• 4th Largest Eclipse Project

• 30+ conferences featured BIRT

content worldwide

BIRT-Exchange.com

• Professionally staffed forums

• Actuate provides 95% of

developers on the Eclipse

BIRT project

• Extensive contributions

• Marketplace applications

BIRT technology is tried and tested in many applications

Cumulative BIRT Downloads

Over 10 million

downloads

2004 2005 2006 2007 2008 2009 2010

Actuate BIRT

is the only Leader in

“The Forrester Wave:™

Open Source

Business Intelligence (BI),

Q3 2010

8


BIRT – fastest growing BI solution

BIRT - 10,000,000 downloads (11/2010)

BIRT – over 2 Million developers

BIRT - largest BI community in the world

BIRT - only Leader according to Forrester

BIRT - embedded in 100’s of applications

BIRT - No limits to your application needs

BIRT - OpenSource Released June 2005

BIRT – iServer Integration Released Sept 2006

9


Actuate and IBM Integration Broad adoption of BIRT

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

WebSphere RFID Center*

InfoSphere Data Architect*

WebSphere Information Server

SPSS Showcase Suite*

DB2 Universal Database

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*

WebSphere Application Server

WebSphere Business Modeler

WebSphere ILOG JRules*

WebSphere Process Server

WebSphere Registry & Repository*

WebSphere Portal Server

Workplace Services Express

10


Actuate and IBM Partnership

SOFTWARE

Eclipse BIRT Project

Technology

integrations

Maximo OEM

Info Management

WebSphere

Tivoli

Lotus

Rational

HARDWARE

Leaders in Linux

Server proven

Total storage proven

Ready for grid

Largest benchmark

on xSeries, pSeries

Systems Group

SALES AND

DISTRIBUTION

PartnerWorld

Business Partner

FSS Partner

Government

Top Star Award

Financial Services

Public Sector

SERVICES

GBS

Customer

System integration

services

Reseller

BPO

11


IBM Maximo and Actuate OEM Relationship

Dec 2001

to 2002 2002

Jun 2003 to

Aug 2005

March 2005

to Jun 2008 Jun 2008 Jun 2011

Maximo

5.0 and 5.1

Maximo

5.2

Maximo 5.2

Patches 1-5

Maximo

6.0 to 6.2.1

Maximo

7.1

Maximo

7.5

Actuate 5 Actuate 7 Actuate 7 Actuate 8 Actuate 9 -------

iServer

eReports

Page Level Security

Active Portal

iServer

eReports

Page Level Security

Active Portal

iServer

eReports

Page Level Security

Active Portal

Query

eSpreadsheet

iServer

eReports

Page Level Security

Active Portal

Query

eSpreadsheet

iServer

eReports

Page Level Security

Active Portal

Query

eSpreadsheet

150 Eclipse BIRT

Provides QBR for simple, ad-hoc queries

12


IBM Maximo 7 and Actuate What’s changed?

Maximo Release 7.1 May 2008 – present

• Delivers a new embedded reporting technology

• Uses Actuate-developed Open Source BIRT

• Delivers 150 BIRT reports

• Provides QBR for simple, ad-hoc queries using BIRT

• Aligns with IBM standardization of BIRT across software

products

• Does not ship with the same Actuate technology provided

in Maximo 6.x

13


IBM Announcement IBM Asset Management News - July 7, 2010

• IBM will no longer offer and distribute Actuate products or updates

to Actuate products effective 01-Oct-10

• Actuate 9 distribution terminates 30-Jul-10

• Actuate 7 and 8 distribution terminates 30-Sep-10

• IBM will no longer distribute Actuate related fixes as of 01-Oct-10

• Effective immediately, defect fixes for Actuate components within

Maximo products will no longer be accepted and/or included in

future product updates

• Clients can continue to use Actuate Software in accordance with

their Maximo license

• IBM will continue to support Actuate usage through IBM products’

release End of Service (EOS) dates

• IBM’s support agreement with Actuate ends 31-Dec-10

14


IBM Announcement

IBM Asset Management News - July 7, 2010

Since 2010, IBM has not distributed

Actuate products, updates or fixes, nor

had a support agreement with Actuate.

Maximo customers can continue to use

Actuate in accordance with their license.

MAXIMO IBM will continue to support Actuate

usage through IBM products’ release End

of Service (EOS) dates

IBM’s support agreement with Actuate

ends 31-Dec-10

Get Support, licenses for new users directly from

Actuate & Partners to preserve your existing

Maximo investments!


























15


Actuate and Maximo Discover the Possibilities

16


Maximo

Application

Users Maximo Application

Maximo serves its own community

Actuate BIRT serves everyone

Actuate BIRT

Maximo

Application

Users

Consumers

of Maximo

Information

Finance

Managers

Suppliers

Asset Mgmt.

Reports

Mobile

Access

BIRT

Spreadsheets

BIRT

Performance

Scorecards

BIRT

Analytics

Dashboards

Ad Hoc

Reports ERP

HR

SCM

MES

…

Maximo

Actuate BIRT Maximizes

the Value of Maximo Information

17


Information Console 11 BIRT iServer 11

Actuate iServer 8 SP2

Maximo 6 and Actuate 11 Integration

ERI

Application Tier

Active Portal 8 SP2

Maximo 6.2

18


Maximo 6 Technical Considerations

ERI for BIRT is easy and documented

on the BIRT Exchange wiki

All e.Reports should be run from

Actuate 8

• If it ain’t broke don’t fix it

• IBM continues to support this

environment

Better than V7RI as can run both BIRT

and e.Reports

http://www.birt-

exchange.org/org

/wiki/index.php?title=Using_

Actuate_BIRT_and_IBM_Maxi

mo

BIRT Exchange Wiki

http://www.birt-exchange.org/org/wiki/index.php?title=Using_Actuate_BIRT_and_IBM_Maximo









19


Information Console 11 BIRT iServer 11

Maximo 7 and Actuate 11 Integration

ERI

Maximo

Database

Application Tier

Maximo

7.1

Open

Source

BIRT

20


Maximo 7 Technical Considerations

• “Instant On” of Actuate 11 features for

OOTB or custom Maximo BIRT reports

• ERI for BIRT is easy and documented

on the BIRT Exchange wiki

• Allows co-existence of OS BIRT and

Actuate BIRT reports

Required to preserve custom Maximo

reporting features

• Enables e.Reports to be run when

upgrading to the new release

http://www.birt-

exchange.org/org

/wiki/index.php?title=Using_

Actuate_BIRT_and_IBM_Maxi

mo

BIRT Exchange Wiki










21


150 Formatted, Static BIRT Reports: Provided with Maximo v7

22


Maximo BIRT Comparison Open Source BIRT vs. Commercial BIRT

Report Editing and Viewing Features Maximo

BIRT

Actuate

BIRT

Distribute static reports in HTML, PDF and CSV file formats

Pixel-perfect reporting

WYSIWYG report design or editing

Scheduler for running and caching reports during off-peak times

Browser UI for end user creating, modifying and viewing content

Allow end-users to personalize reports including adding

aggregation, sorting, filtering, new computed columns

Export to live Excel spreadsheets

Flash chart, gadget and object report objects

Additional output formats PPT, Excel, Word, XHTML, Postscript

Integrated user-created analytical and operational dashboards

23



Data Access Features Maximo

BIRT

Actuate

BIRT

Maximo data access

Real-time access to any data source

Heterogeneous data source access from a single report

(no data warehouse required)

Support for custom data sources

Reusable, single, object-oriented metadata layer

Standard data connectors Oracle, DB2, SQL Server and

DataDirect JDBC drivers, POJO, Web Services

24



Analytics Features Maximo

BIRT

Actuate

BIRT

Integrated in-memory analysis

Multiple ways to deliver analysis capabilities to users

Architecture, Environment and Configuration Features Maximo

BIRT

Actuate

BIRT

Scalable BI server

Integration with multiple web applications

Shared repository and support for enterprise reporting

Data and report caching

25


BIRT Interactive Viewer Maximo BIRT reports become interactive

Interactive & Engaging

• Encourages users to seek

new perspectives

• Save their changes

• Leverages their ideas

• Creates self-sufficient users

Fully controlled by IT

• 100% Secure

• Components are reusable

• Use changes to drive

requirements

…when users become smarter, they change their questions

When presented with information, users become smarter…

26


BIRT Studio

Ad-Hoc & BIRT Report Creation by Maximo Users

Web-based Ad-hoc • Drag and drop development

• Users pick template and data set

• Group, filter, sort & aggregate

• Supports all Excel functionality

IT-controlled • Templates controlled by IT

• Metadata secured

• Content can be scheduled, shared

& used with Interactive Viewer

Graphical Objects • Built-in charting

• Hide & show elements

• Select themes

Template-driven development

BIRT Studio is the only template-driven ad-hoc environment

that works within a collaborative design architecture that

includes BIRT Designers & Interactive Viewer

27


Seamlessly Integrated Within Any

Environment

All Data Secured • Multi-layered security model

• Standard and JavaScript portlets

• Seamlessly integrates user security

Any Format • Brochure-quality PDF

• Live Excel, PPT, etc…

• Live documents & spreadsheets

• Mobile devices like iPhone &

Blackberry

Invisible • Supports your branding

• Integrate Marketing & Upsell

opportunities

• Simple, guided interaction & help

Present Content Seamlessly…

…in the

palm of

your hand

…in

customer

portals

…even in blogs

28


ActuateOne One Design, One User Experience, One Server

One Design

• Powerful, flexible and productive

• Multiple/disparate data sources

• Open Source, open architecture

One User Experience

• Highly visual and interactive

• Collaborative architecture

• Multiple-delivery formats

One Server

• Predictable and efficient scalability

• Rock-solid reliability

• Open APIs & extension points

29

Actuate Corporation © 2010 2

9

Actuate is selected by world leading Organizations

Other sectors

• Blue chip companies

• Major deployments to customers

• Proven self service reporting

System Integrators

• Open API’s, flexible & powerful

• In use everywhere

Governments

• Over 200 Agencies worldwide

• Covering Federal & State & Local

• Used by nearly ever Federal Agency

• 22 of Top 25 Global Commercial Banks

• Million’s of users

• Industry leader

Financial Services

OEM Applications & Partners

• Embedded in 100’s of applications

• In use everywhere

http://www.jpmorgan.com/pages/jpmorgan

http://images.google.com/imgres?imgurl=http://www.rbird.com/aboutdesign/archives/images/citi-300x168.gif&imgrefurl=http://www.rbird.com/aboutdesign/archives/000346.php&h=168&w=300&sz=3&hl=en&start=1&um=1&tbnid=FhWNfnpePJ7eqM:&tbnh=65&tbnw=116&prev=/images?q=citi+logo&svnum=10&um=1&hl=en&rls=GGLJ,GGLJ:2006-31,GGLJ:en&sa=N

30


Batch

Print

Email

Smart Phones

& Tablets

BIRT

Spreadsheets

BIRT

Performance

Scorecards

BIRT

Information

Applications

Archives

BI and Performance

Management

Applications

Employees

Rich Information

Applications

Customers

and Partners

ONE BIRT

Design

ONE iServer

Data Sources

Documents

Powered by

BIRT and

Actuate Version 11

ActuateOne: The Technical Leader ONE Design, ONE User Experience, ONE Server

31


Eclipse BIRT & Actuate BIRT Designers

Easy to use

• WYSIWYG Web design metaphor

• Multi-source & multi-dataset joins

• JDBC, POJO, Web Services data connectors

• Basic formats—PDF, Word, PPT, Excel, XML, HTML

Powerful development tool

• Design & component reuse

• Programmability

• Integration API’s, ODAs & Emitters

• Embed BIRT Engine in java application

Eclipse Open Source foundation

BIRT-Exchange Community

• 10M Downloads

• Forums, training, how-to’s, etc.

• Marketplace

Commercial Data Management Upgrades

• DataDirect JDBC & Oracle, DB2, SQL Server drivers

• BIRT Data Objects (in-memory OLAP)

• Information Object Designer perspective

• BIRT, e.Report & Xenos document ODAs

Commercial Design Features

• 266 Flash Objects

• Faster Actuate Viewer

• Live Excel, Emitters

• IV & Data Analyzer

• Page Level Security

Actuate BIRT Commercial Upgrades

Deployment

• iServer

• Info Console

• 360 Dashboards

• BIRT Studio

• onDemand

• BIRT Mobile

32


Open Source & Commercial BIRT

Easy to use

• WYSIWYG Web

design metaphor

BIRT-Exchange

• 1.5M Developers

• Forums, training,

how-to’s, etc.

• Marketplace

Ease of Use

Powerful IDE

• Reusability

- Design packs

- Component

libraries

• Programmability

- Java & JavaScript

• API’s

• Embed BIRT engine

Developer Productivity

Multi-source

• JDBC connector

• ODA framework

• Multi-dataset joins

Data Flexibility

Multi-format

• PDF, Word, PPT,

Excel, XML, HTML

Consumer Support

Open Source Eclipse BIRT

Animated graphics

• 266 Flash objects

• HTML5 charts

BIRT Data Objects

• in-memory OLAP

• Data caching

Information Objects

• EII & metadata layer

Commercial drivers

• DataDirect JDBC

• DataDirect SFDC

• Oracle, DB2, SQL

Server , MySQL,

Postgres, TeraData

Document sources

• BIRT reports

• e.Reports

• Xenos documents

- PDF archives

- Print streams

- Cobol copybooks

User self-service

• Interactive Viewer

• BIRT 360

Dashboards

• BIRT ad-hoc Studio

• BIRT Data Analyzer

• Live Excel output

Deployment

• Scheduling & Security

• Scalability & HA

• Information Console

• Faster Actuate Viewer

• Page Level Security

• JavaScript API

(JSAPI)

Actuate BIRT Commercial

33


Choose BIRT By Design

BIRT Design

Eclipse BIRT

Designer

Eclipse data

connectors

Eclipse Engine & Viewer

DESIGN Eclipse-based Development Tool

Easy web-based layout, multi-source data access, reuse, programming tools

DATA Open Data Access Framework

Donated by Actuate to Data Tools Project

USER EXPERIENCE Open Source Java Engine

Rendering and viewing BIRT content

DEPLOYMENT Flexible Deployment via APIs

Actuate BIRT Designer

Commercial data connectors

BIRT & e.Report docs, Xenos, SFDC, DataDirect

Information Objects

metadata

BIRT Data Objects

Intelligent in-memory caching

Actuate Viewer

Flash & live Excel output

BIRT Mobile

BIRT 360 Dashboards

Interactive Viewer

BIRT Studio ad-

hoc

Data Analyzer

DIY BIRT

onDemand SaaS

Public Cloud Platform as a

Service

Embedded in Java Apps

Components for OEM or iServer integrated within

app/portal

On premises

Scalable, HA cluster, center of excellence or virtual private/hybrid cloud

34


Discover the

Possibilities with

Actuate BIRT and

Maximo

A Case Study with

NorthStar BlueScope

Steel

35


Customer: North Star BlueScope Business Challenges

• Need to empower users with

easy-to use, self-service BI • Users need actionable insight

– when they need it

– where ever they are

– in the form required

• Delivered based on role and

security levels

• Straightforward enough for non-IT

staff to use

• Enhance visibility into business operations

• Need to base decisions on multiple data points

• Existing reporting on individual applications only

• Manual, error-prone process to consolidate

• Slow & laggy Maximo

performance with no dedicated

iServer

• Leverage data captured in

Maximo and other related

systems • ERP, Safety, Plant Control

• Reducing delivery time • Single platform for all systems

• Easy-to-use for a range of skills

• Assumptions and sources of information can be unclear, inconsistent and poorly defined

• Impacts quality, reliability, and audit-ability

• No single version of the truth

36


• Add rich, customizable BI to Maximo

• Interactive dashboards with KPIs

• Operational reports

• Interactivity

• Ad hoc reporting

• Provide enhanced BI for Maximo and all applications

Actuate BIRT NSBSL’s New Enterprise Standard

“When I saw a demo of the tools Actuate provided, I knew right

away it would increase visibility of our essential operations

and help the management team run the business with improved

operational efficiency and agility. …[It] became a top priority for

our development staff.“

-- Miguel Alvarez, NSBSL President

37


Actuate BIRT Framework Multiple Access Points & Data Sources

No Data Warehouse

Data Access, Transformation and Security

Actuate BIRT

Information Access

Maximo UI

MS SharePoint Dashboard Info Console

Maximo ERP Intelex

Safety

Plant

Control Other

Custom App

Mobile Web-site

38


Benefits of Actuate BIRT at NSBSL

• Significant Boost in Maximo performance with dedicated iServer

• More cost-effective, giving users (customers. Vendors, suppliers etc.) access to Maximo data with Actuate licenses vs Maximo licenses

• Empower users with insight through a unified framework

• Actionable information based on roles

• Retrieve data from any data source

• Facilitate sound, timely business decisions at all levels within the company

• Enable optimization of business processes and avert errors

• Deliver rich intelligence and ad hoc capabilities to everyone

• Single version of the truth

• Ease-of-use drives adoption and improvement in operational efficiencies

• Accessible from any interface (apps, portal, web-site, information console, etc)

• Minimal training required for effective use

• Open source BIRT based platform reduces costs and delivery time

• Aligns with IBM and Maximo’s adoption of BIRT

• Open source community and extensibility accelerates deployment

39


Benefits of Actuate BIRT Customer Testimonials

“Interactive Viewer was the #1 reason we chose Actuate; it helps us deliver interactivity to customers. Feedback has been super positive – ease of use, things they couldn’t do before like moving data, sharing information.”

- VP Products, Taleo Corporation

“Due to our successful implementation and measurable value-add with the Actuate and BIRT solution, we will be growing the solution’s user base to achieve further cost savings and more rich interactive reporting across our organization.”

- Executive Director, NASCO

“BIRT dashboards and reports provide instant access to summarized information at a high level for managers. From that summarized level of reporting, all users can drill down into more detailed information necessary to perform their day-to-day job functions.”

- Federal Aviation Administration

40


Summary Maximo and Actuate Joint Solution

• Reduce Costs and Risk of your upgrade to Maximo v7

• Eliminate expensive rewrite of existing reports in a new technology

• Eliminate change management costs

• Dramatically reduce risk using the same iServer

• Preserve existing investment in Actuate reports and spreadsheets while

incrementally adopting new BIRT technology

• Unique capability of Actuate’s BIRT iServer, for any Maximo release v6, v7 and beyond

•NEW $20/user/month Actuate reports, spreadsheets and BIRT subscription offer

www.actuate.com/maximooffer

• Get more value from Maximo with increased visibility and accessibility of

information

• Dedicated Actuate iServer will not drag down performance of Maximo

•Empower users with safe, ad-hoc reporting using BIRT IV and BIRT Studio

• Deliver personalized operational and analytical dashboards

• Combine Maximo data with data from other enterprise systems

• Reduce Maximo deployment costs while reaching more users

• Extend Maximo information to non-Maximo application users

• Avoid costly software license fees, user training and change management expenses

• Significantly more inexpensive to open up Maximo data access with Actuate

licenses vs. Maximo licenses

http://www.actuate.com/maximooffer


























41


Live Demonstration

42


ActuateOne One Design, One User Experience, One Server

One Design

• Powerful, flexible and productive

• Multiple/disparate data sources

• Open Source, open architecture

One User Experience

• Highly visual and interactive

• Collaborative architecture

• Multiple-delivery formats

One Server

• Predictable and efficient scalability

• Rock-solid reliability

• Open APIs & extension points

43


Next Steps

• Visit www.actuate.com/maximo to discover all the possibilities of maximizing

your EAM and Maximo strategies with BIRT and Actuate reports

• Maximo-Related Questions? Contact your friendly local Actuate team:

John G. Treires

Director of Business Development

Federal Systems Group

Actuate Corporation

703-622-5928 Cell

[email protected]

www.actuate.com/federal

www.birt-exchange.com

http://www.actuate.com/maximo