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Open Source Business Intelligence

Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

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Page 1: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

Open Source

Business Intelligence

Page 2: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

Who am I

Stefano Scamuzzo

Senior Technical Manager

Architecture & Consulting

Research & Innovation Division

Engineering Ingegneria Informatica

Page 3: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

The SpagoBI Core Team

Grazia Cazzin – Project Leader

Chiara Chiarelli

Davide Zerbetto

Antonella Giachino

Stefano Modroni

Angelo Bernabei Andrea Gioia

Giulio Gavardi

Page 4: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

Who is Engineering

!! Leader Company

"! More than 40 premises

"! More than employees

"! More than 800 Customers

"! More than 400 Consultants

!! Activity Domain

"! System Integration

"! Technologies and Products

"! Consultance

"! Services and Software development

"! Training

!! Market segments

"! Banking and Insurances

"! Industry, Telecom et Services

"! Public administration (central and local)

"! Healthcare

"! Utilities

"! Research and Innovation

Page 5: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI: a definition

SpagoBI is an integration platform for enterprise BI solutions, entirely developed in FOSS philosophy

Page 6: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

What SpagoBI is ?

!! Platform:

"!It covers and satisfies all the BI requirements: KPIs, Reporting, OLAP, Dashboard and charts, Data Mining, Free Inquiring (QbE), Dossier, Geo-referenced analysis, Collaboration

"!Data Management, Profiling and security

"!

Administrator support (versioning, scheduling, approval iter, import/export, etc)!

SpagoBI is an integration platform for enterprise BI solutions,

entirely developed in FOSS philosophy (Free and Open Source Software) !

Page 7: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

What SpagoBI is ?

!! Integration platform:

"!Not a product platform, with a predefined set of tools

"!Open to many products for the same/different analytical area, both open source and proprietary

"! It allows the composition of one’s own platform time for time in the best way

"!No binding dependences from products and tools

"!Open standards adoption

"! It allows to give the right answers to analytical questions by means of different products

SpagoBI is an integration platform for enterprise BI solutions,

entirely developed in FOSS philosophy (Free and Open Source Software) !

Page 8: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

What SpagoBI is ?

!! Enterprise platform

"!Distributed architecture (scalability) !

"!

Adaptive behaviour of the documents based on the end users’ roles

!! Entirely Open Source

"!It is not the lite OS version of an enterprise commercial version

SpagoBI is an integration platform for enterprise BI solutions,

entirely developed in FOSS philosophy (Free and Open Source Software) !

Page 9: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

!! BI platform:

"!Report

"!OLAP

"!Dashboard

"! KPIs

"!Charts

"!Data Mining

"!GEO-referenced analysis

"! Free Inquiry (QbE)

"!Collaboration

"! ETL

!! Enterprise level

"! Integration platform (not a closed product) !

"!Multi engine (also mixing OS and proprietary) !

"! Scalability

"! Security and visibility

What SpagoBI is ?

Page 10: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI architecture

SpagoBI 2.1

Architecture

Page 11: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

Integration Platform

Analytical Model

Analytical Engines

Man

agem

ent T

ools

Page 12: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Analytical Model

!! It is the layer that mediates all interactions between the core of the platform (i.e. behavioural model and service components) and external analytical engines

!! It works as a meta model describing all analytical

areas in an abstract way (i.e. implementation independent) !

!! It allows to de-couple users analytical

questions from the actual tools used to answer to them

!!It is a cornerstone in the implementation of the integrability strategy adopted by the

platform (integration platform vs. product) platform) !

Page 13: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Analytical Model in action

Page 14: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Behavioural Model

!!It represents the allowed end-user’s behaviour according to his/her business responsabilities

!!It enhances the prominent analytical

concepts and describes how they are showed and checked according to the end-user roles

!!It provides a unique representation of

every analytical concept

Page 15: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Behavioural Model

!!The behavioural model (BM) represents the allowed end-user’s behaviour in relation to his/her business responsibilities

!!It’s up to the BM to manage

who, when, where and how constraints are related to an actionable functionality provided by the platform

actions

users

BM

Page 16: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Behavioural Model in action

Page 17: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Behavioural Model in action

Page 18: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Behavioural Model in action

Page 19: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Management Tools

!!A set of back-end services that can be used to support all the other platform components and functionalities.

"!Scheduler

"!Alarms & Notifications

"!Distribution lists

"!Subscriptions

"!Monitoring & Auditing

"!Collaboration module

Page 20: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI – Analytical Engines

!!They are the components that actually execute analysis

!!At least one analytical engine exists for each

analytical area (ex. report, olap, datamining, ecc…) !

!!For each analytical area more than one engine type

can exist (ex. Jasper, BIRT and BO for reporting)!

!!One engine type can have

multiple instances to guarantee scalability and reliability

Page 21: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI logical architecture

!!The main components of SpagoBI

SpagoBI Metadata

SpagoBI Core

Authorization System

Authentication System

SS

O / S

ecurity

AP

I

SpagoBI Engine

SpagoBI Engine

SpagoBI Engine

SpagoBI Engine

Security connectors

Folders

Page 22: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

From SpagoBI 1.9.x to SpagoBI 2.x

!!All the SpagoBI components are now into the SpagoBI Server

SpagoBI SERVER SpagoBI Studio

SpagoBI Meta

Spa

goB

I S

DK

SpagoBI Applications

!!But in the new 2.x Release, some other main modules are coming …

Page 23: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.x – Main Modules

!!5 Modules

"!Server

"!Studio

"!Meta

"!SDK

"!Applications

!! 6 NEW Engines "! GEO engine

"! New QbE (multi-schema)

"! Interactive dashboard (Composed Document) !

"! KPI modeller and navigator "! JPalo for OLAP

"! Chart engine

!! Architectural review "! WebApplication and JSR 168

"! SSO with CAS

"! SOA "! SSL

"! Security assessment (OWASP Compliant)!

!! General Features "! Subscriptions

"! Personal folders

"! Rich client "! Data sources configuration

"! Alert and Notification

"! Save Import/export settings

"! ….

SpagoBI Server (the already known platform, with many

news) :

Page 24: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.x – Main Modules

!!5 Modules

"!Server

"!Studio

"!Meta

"!Applications

"!SDK

SpagoBI Studio : the integrated environment, to develop, test

and deploy documents into one or more SpagoBI Server

SpagoBI Meta : Business and technical metadata

SpagoBI SDK, to use SpagoBI from external application:

- Tag Lib - Integration API - Web Services

SpagoBI Applications: - BAM - Audit & Monitoring - ….

Page 25: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI technological architecture

!!Technological architecture

"!SpagoBI can be deployed in:

#! Tomcat 6.x

#! Jboss 4.x

#! WebSphere 6.x

"!SpagoBI can be installed as a simple WebApplication

"!SpagoBI can be installed in a Portal environment:

#! eXo Platform 2.x

#! Liferay 5.1

#! WebSphere Portal

!!Open Standards

"!JSR 168, JSR 170, JDBC, JDK, Hibernate

Page 26: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI for the end-user

SpagoBI 2.1

End-user functionalities

Page 27: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - Reporting

Page 28: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - Reporting

Template File

Parameters

Report Engine

A typical reporting system

Page 29: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - Reporting

Page 30: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - Reporting

Page 31: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - Reporting

Page 32: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Reporting and behavioural model

Page 33: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Reporting and behavioural model

Page 34: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - OLAP

Page 35: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - OLAP

A typical OLAP system

Ola

p C

lient

Co

m. A

PI

Co

m. A

PI Com. Protocol

Ola

p S

erv

er

Data Storage

MONDRIAN JPIVOT

Page 36: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – OLAP functionalities

Page 37: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – OLAP functionalities

Page 38: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – OLAP functionalities

Page 39: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – OLAP functionalities

Page 40: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 - GEO

Page 41: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

GEO Analysis is ...

... a visual representation of some spatial data (typically a geographic map) whose elements, usually called geographical features, are enriched with some graphical information (typically colours) based on the value of some KPI related to the spatial element.

Page 42: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

GEO spatial data: basic concepts

- features

- attributes

- layers

- maps

Page 43: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

Geographic features are ...

... geometric entities like points, lines and polygons

that can have a graphical representation. Geographical

features are usually related to some existing entity in the

real world like, for example, cities, streets and regions.

point line

polygon

Page 44: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

Geographic attributes are ...

... properties related to some geographical features

like for example id, name, population, length, ecc ...

POINT(

Id: MI Name:Milan State: Italy Region:Lombardia Area: 182 km2

)

LINE(

Id: H101 Name:101 Length: 500 km Type: Freeway

)

POLYGON(

Id: IT Name:Italy Population 51M Capital: Rome

)

Page 45: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

Layers are ...

... group of features, usually of the same geometric

type and usually related to the same kind of real world

entities.

Italy Regions' layer: groups together all the polygonal type features related to regions of Italy

Page 46: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

Maps are ...

... a portrayal of geographic

information as a digital image file

suitable for display on a computer screen.

A map is not the data itself.

… usually built as a composition of

different geographical layers

Page 47: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Engine goal

GEO Analysis GOAL is ...

... build a bridge between geo-spatial data and datawarehouse informations

Page 48: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

GEO spatial data: out of scope

- Web Map Server: a system capable of producing

maps from geographic information

- Web Feature Service: a service whose interface

allows to request for geographical features

- Geographical Information System: a system for

capturing, storing, analyzing and managing data and

associated attributes

Page 49: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO Analysis

GEO Dimension

- is part of the data warehouse

- is the link between the business data and the geo data

- is structured into one or more hierarchies

Page 50: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO in action

Page 51: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO in action

Page 52: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – GEO in action

Page 53: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Charts

Page 54: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Bar charts

Page 55: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Dial charts

Page 56: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Pie charts

Page 57: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Box charts

Page 58: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Charts in action

Page 59: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Dashboards

Page 60: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Dashboards: Rotate

Page 61: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Dashboards: Live Line

Page 62: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Dashboards in action

Page 63: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Composite Document

Page 64: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Composite document

!!The composite document is a new SpagoBI engine which creates and displays on a single page more SpagoBI documents of any type (maps, reports, charts,…).

!! It can be considered as a new type of instrument panel with the difference that the documents are dynamic and so the users can navigate the displayed information.

Page 65: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Composite document in action

Page 66: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Composite document in action

!!The user clicks on Washington state and then each other document is reloaded taking the new parameter as input:

Page 67: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Composite document in action

!!The same, if the user click on the table, the charts in the lower part will be refreshed according to the new parameter :

Page 68: Open Source Business Intelligence · 2011-09-09 · Open Source Business Intelligence . Who am I Stefano Scamuzzo Senior Technical Manager Architecture & Consulting Research & Innovation

SpagoBI 2.1 – Composite document in action

!! Also the last single chart can update other documents, in this case updates the last chart on the right:

!! Note that all documents within the composite document share the same parameters and you can configure it so that everyone can start the update of the other, updating the value of a shared parameter