Meets Business Intelligence Chuck Ballard Colin White Steve McDonald Jussi Myllymaki Scott McDowell Otto Goerlich Annie Neroda Proactive monitoring and management to maximize business p
Trang 1Business Performance Management Meets Business Intelligence
Chuck Ballard Colin White Steve McDonald Jussi Myllymaki Scott McDowell Otto Goerlich Annie Neroda
Proactive monitoring and management
to maximize business performance
Continuous data workflows for
real-time business intelligence
Information integration
for an enterprise view
Front cover
Trang 3Business Performance Management
Meets Business Intelligence
July 2005
International Technical Support Organization
SG24-6340-00
Trang 4© Copyright International Business Machines Corporation 2005 All rights reserved.
Note to U.S Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp
First Edition (July 2005)
This edition applies to Version 8.1 of DB2 UDB, Version 8.2 of DB2 Alphablox, Version 4.2.4 of WebSphere Business Integration, Version 5.0 of WebSphere Portal Server, and Version 5.0 and Version 5.1 of WebSphere Application Server, Version 3.5 of WebSphere MQ Workflow, Version 5.3 of WebSphere MQ, and Version 5.1 of WebSphere Studio Application Developer
Note: Before using this information and the product it supports, read the information in
“Notices” on page vii
Trang 5© Copyright IBM Corp 2004 All rights reserved iii
Contents
Notices vii
Trademarks viii
Preface ix
The team that wrote this redbook x
Become a published author xiii
Comments welcome xiii
Introduction 1
Business innovation and optimization 2
Business performance management 3
Optimizing business performance 6
Contents abstract 8
Chapter 1 Understanding Business Performance Management 11
1.1 The BPM imperative 12
1.2 Getting to the details 13
1.2.1 What is BPM again? 13
1.2.2 Trends driving BPM 15
1.2.3 Developing a BPM solution 18
1.3 Summary: The BPM advantage 24
Chapter 2 The role of business intelligence in BPM 27
2.1 The relationship between BI and BPM 28
2.1.1 Decision making areas addressed by BPM 29
2.1.2 BPM impact on the business 30
2.2 Actionable business intelligence 32
2.2.1 Key Performance Indicators 32
2.2.2 Alerts 33
2.2.3 Putting information in a business context 35
2.2.4 Analytic applications 35
2.3 Data warehousing: An evolution 37
2.3.1 The need for real-time information 37
2.3.2 Data warehousing infrastructure 37
2.3.3 Data federation 41
2.4 Business intelligence: The evolution 46
2.4.1 Integrating BPM and BI 47
Chapter 3 IBM BPM enablers 51
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3.1 IBM BPM Platform 51
3.1.1 User Access to Information 56
3.1.2 Analysis and Monitoring 61
3.1.3 Business Processes 69
3.1.4 Making Decisions 71
3.1.5 Event Infrastructure 72
3.1.6 Enabling IT to help the business 74
3.1.7 Bringing it all together 77
3.2 Web services 79
3.2.1 The promise of Web services 80
3.2.2 Web services architecture 80
3.2.3 IBM Web services 82
3.2.4 Using DB2 as a Web services provider and consumer 82
3.2.5 WebSphere Information Integrator and Web services 86
Chapter 4 WebSphere: Enabling the solution integration 97
4.1 IBM Business Integration Reference Architecture 98
4.1.1 BIRA components 98
4.2 IBM WebSphere business integration 103
4.2.1 WebSphere Business Integration Modeler 104
4.2.2 WebSphere Business Integration Monitor 104
4.2.3 WebSphere Business Integration Server Foundation 105
4.2.4 WebSphere Business Integration Server 111
4.2.5 IBM WebSphere MQ 122
4.2.6 WebSphere Business Integration Connect 122
Chapter 5 DB2: Providing the infrastructure 127
5.1 Data warehousing: The base 128
5.1.1 Scalability for growth 128
5.1.2 Partitioning and parallelism for performance 130
5.1.3 High availability 133
5.2 Information integration 134
5.2.1 Data federation 134
5.2.2 Access transparency 135
5.3 DB2 and business intelligence 135
5.3.1 Continuous update of the data warehouse 135
5.3.2 Concurrent update and user access 137
5.3.3 Configuration recommendations 138
Chapter 6 BPM and BI solution demonstration 143
6.1 Business scenario 143
6.1.1 Extending the scenario 146
6.1.2 Scenario product architecture 147
6.1.3 Hardware and software configuration 148
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6.2 Implementing the BPM scenario 150
6.2.1 The business processes 150
6.3 Adding BI to the demonstration 160
6.3.1 Federation through WebSphere Information Integrator 161
6.3.2 Federation through DB2 XML Extender 162
6.4 Adding DB2 Alphablox to the demonstration 166
6.4.1 Configuring the components 166
6.5 Adding WebSphere Portal to the demonstration 170
6.5.1 Configuring the components 171
6.6 Completing the scenario 173
6.7 Additional dashboard examples 175
Appendix A Getting started with BPM 179
Getting started with BPM 180
Selecting measures and KPIs 181
Abbreviations and acronyms 185
Glossary 189
Related publications 197
IBM Redbooks 197
Other publications 197
Online resources 198
How to get IBM Redbooks 198
Help from IBM 198
Index 199
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Trang 9© Copyright IBM Corp 2004 All rights reserved vii
Notices
This information was developed for products and services offered in the U.S.A
IBM may not offer the products, services, or features discussed in this document in other countries Consult your local IBM representative for information on the products and services currently available in your area Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used Any functionally equivalent product, program, or service that does not infringe any intellectual property right may be used instead However, it is the user's responsibility
to evaluate and verify the operation of any non-IBM product, program, or service
IBM may have patents or pending patent applications covering subject matter described in this document The furnishing of this document does not give you any license to these patents You can send license inquiries, in writing, to:
IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A.
The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES
THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow disclaimer
of express or implied warranties in certain transactions, therefore, this statement may not apply to you.This information could include technical inaccuracies or typographical errors Changes are periodically made
to the information herein; these changes will be incorporated in new editions of the publication IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice
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This information contains examples of data and reports used in daily business operations To illustrate them
as completely as possible, the examples include the names of individuals, companies, brands, and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental
COPYRIGHT LICENSE:
This information contains sample application programs in source language, which illustrates programming techniques on various operating platforms You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written These examples have not been thoroughly tested under all conditions IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs You may copy, modify, and distribute these sample programs in any form without payment to IBM for the purposes of developing, using, marketing, or distributing application programs conforming to IBM's application
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Trang 10The following terms are trademarks of other companies:
Pentium, Intel logo, Intel Inside logo, and Intel Centrino logo are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States, other countries, or both
Excel, Microsoft, Windows, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both
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Trang 11© Copyright IBM Corp 2004 All rights reserved ix
Preface
This IBM® Redbook is primarily intended for use by IBM Clients and IBM Business Partners In it we discuss and demonstrate technology, architectures, techniques, and product capabilities for business performance management (BPM)
BPM is a relatively new and evolving initiative that brings together a number of technologies to monitor and manage the attainment of business measurements and goals However, this redbook is not intended to be a comprehensive treatise
on BPM, but more of an introduction to help you understand it and get started with your implementation
As the title implies, we also have a primary focus on the integration of BPM with business intelligence That is, we want to demonstrate how this integration can better enable a more proactive, in addition to the more typical reactive, form of business intelligence And that is what enables fast action to be taken to resolve issues and actually drive the attainment of goals and measurements rather than passive monitoring of their status
For example, we demonstrate the capability to actively monitor the business processes and integrate their status data with the operational activity data in the data warehouse The combination of these two data sources provides an enterprise-wide view of the business for decision making and reporting With this information, we can begin to manage and optimize business performance This is
of significant value for the enterprise, business management, and business shareholders
BPM is itself a process developed to monitor, manage, and improve business performance It has the following three core categories of capability These capabilities are discussed in more detail throughout this redbook:
Information Management: including operational reporting, data federation, data warehousing, and business intelligence
Process Management: including business processes, key performance indicators (KPIs), alerts, process status, operational activities, and real-time process monitoring
Business Service Management: including systems monitoring and optimization of IT operations to meet the business goals
The results of these capabilities are brought together at the point of integration for management and decision-makers - the business portal
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As businesses move forward in the evolution to real-time business intelligence, there is a need to optimize the operational business activities For example, they must be modified to support real-time activity reporting, and the continuous flow
of data to the enterprise information repository - the DB2® data warehouse One major impact of this evolution is enhanced decision making, and proactive avoidance of problems and issues in addition to more typical reactive measures
to minimize the impact of those problems
Products such as WebSphere® Business Integration and DB2 Universal Database™ (DB2 UDB) play a key role in BPM, and were used in the development of this redbook We have included example system architectures, product installation and configuration examples and guidelines, examples of the use of key performance indicators, and management dashboards to enable improved business performance management We believe this information and our examples will be of great benefit as you continue to improve the management
of your business performance
The team that wrote this redbook
This redbook was produced by a team of specialists from around the world working at the International Technical Support Organization, San Jose Center The team is depicted below, along with a short biographical sketch of each:
Chuck Ballard is a Project Manager at the International
Technical Support Organization, in San Jose, California He has over 35 years experience, holding positions in the areas
of Product Engineering, Sales, Marketing, Technical Support, and Management His expertise is primarily in the areas of database, data management, data warehousing, business intelligence, and process re-engineering He has written extensively on these subjects, taught classes, and presented
at conferences and seminars worldwide Chuck has both a Bachelors degree and Masters degree in Industrial Engineering from Purdue University
Colin White is the President and Founder of BI Research
He is well-known for his in-depth knowledge of leading-edge Business Intelligence and Business Integration technologies, and how they can be integrated into an IT infrastructure for building and supporting the Smart Business With over 35 years of IT experience, he has consulted for dozens of companies throughout the world and is a frequent speaker at leading IT events Colin has co-authored several books, and