Architecting Business Intelligence Applications for Change: The Open Solution using BIRT

1. Architecting Business Intelligence Applications for Change: The Open Solution using BIRT Seema Haji Sr. Technical Marketing Manager Actuate Corporation Daniel Melcher Sr. RIA Architect Actuate Corporation

2. Architecting Information Applications for Change The Open Solution using BIRT • What is BIRT? • Principles of Rich Information Applications • The BIRT Product Line • Demo AGENDA

3. What Actuate Does… Actuate removes the complexity in building data-driven Rich Information Applications • Development Complexity • Multiple-sources & datasets • Web-2.0 application design • Reuse library (public & private) • Presentation Complexity • Dynamic visualizations • User-configurable content • Flash, Interactive Viewer • Delivery Complexity • Skill-specific tools & UI’s • Embedded content • Single-server installations • Large-scale enterprise deployments RIA’s support critical business processes One BIRT Design

4. What is BIRT? Business Intelligence and Reporting Tools A New Generation of Reporting and Data Visualization Technology • Easy to use for all types of developers • Modern, web-page design metaphor • Open and standards-based • Flexible with rich programmatic control • Full support for libraries and reuse • Foundation for next generation Actuate products Simplicity that makes simple reports easy Power to createvery complexreport layouts BIRT

5. BIRT Open Source IS Actuate BIRT Downloads More than 6.5 million downloads & 1 Million downloads per QTR for the last 3 QTRs Thousands of downloads • Open source initiative as part of the Eclipse Foundation • Professional open source: founded, organized and led by Actuate • Other members • Why Open Source? • Build community of developers and users • Drive high quality via community feedback • Create buzz and generate awareness Enterprise-ready maturity Eclipse project launched in 2004 Five major BIRT releases Adopted across IBM http://www.birt-exchange.com/BIRT-Resource-Center

6. A Variety of Techniques With Actuate BIRT Actuate BIRT Interactive Viewing BIRT Report with Embedded Flash Widgets Actuate Mashboard 266 animated Flash widgets included in Actuate BIRT Designers Users modify reports to their liking Delivered as configurable Java component or as iServer option Information Console customization w/ drag & drop assembly of “Mashpacks” User configurable canvas Canvases saved in iServer Easy to Build, Easy to Use Applications

7. What Makes BIRT Special?Cross-Section of an Information Application Tables Charts Graphs Drill thru Crosstabs Lists Forms AJAXInteractivity Flash Widgets Your Portal / Web Page / Java Application BIRT is the universal container for reusable data, transformation & visualization components Delivered to users Presentation Elements Logic & Computations for Business Processes in Java, JavaScript, SQL & BIRT functions Business Process Logic Multiple data sources & datasets secured for the User BIRT: Business Intelligence and Reporting Tools Eclipse standard design for RIA development Actuate BIRT Interactive Viewer Data, Personalized & In Context Your Application’s Data External Data Customer Sources

8. What Makes BIRT Special?Cross-Section of an Information Application Tables Charts Graphs Drill thru Crosstabs Lists Forms AJAXInteractivity Flash Widgets Portal / Web Page / Java Application Delivered to users Presentation Elements Logic & Computations for Business Processes Business Process Logic Data In Context for the User Without BIRT, this is a custom built, multi-language, heavily integrated, one-off application Data, Personalized & In Context DataSources Data Warehouse ERP Sources

9. Page Level Security Micro-cube powered cross-tabs Graphing inside cross-tab, use measures in calculations, attach scriptable events & charting from cross-tab data Interactive Viewer extensions Available as deployment engine Included in report preview Accessible from JSAPI Role-based modularity Portable .rptdesign format Can be accessed as data source Can be saved as template Can be opened and edited by BRD Pro, BRD, BRS and IV Report parameter treatment Dialog-driven assignment auto-suggest embedded values in output cascading value lookups HTML button assignment embedded in URLs BIRT Report Designer Professional Includes Information Object Designer perspective Notable Actuate BIRT Features

10. Modern Customer Requests… Principles of Rich Information Applications Visual Interactive Everywhere Collaborative Quick Based on The Information Workplace concept by Erica Driver and Connie Moore, Forrester

11. VISUAL Content must be engagingand readily understandable

12. Visual BIRT Content Engages Users Animated Visualizations • Highly Visual • Draws user in • Zero training • Simplifies information • Joy to use • Powered by BIRT • 100% Web-based • Built-in graphics • 266 Flash objects included • Lightweight and reusable Information is Compelling

13. BIRT Performance Scorecard ApplicationProvides Insight and Manages toward Strategy Balanced Scorecards Strategic Plan Execution Territory & Market Analysis Operational Scorecards Methodology Support Custom Visualizations …the most capable Performance Management suite available

14. INTERACTIVE Answer the questionthat has not yet been asked

15. Content Must be Interactive When presented with information, users become smarter… • 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 • Features are configurable • Use changes to drive requirements …when users become smarter, they change their questions

16. COLLABORATIVE Break traditional barriers between developers and end users

17. BIRT StudioWeb-Based Ad-Hoc Content Creation Template-driven development • 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 BIRT Studio is the only template-driven ad-hoc environment that works within a collaborative design architecture that includes BIRT Designers & Interactive Viewer

18. Improve communication Common design Reduces requirements gathering Supports agile development practices Reduce development costs Reuse improves productivity Assemble reports from libraries of components, themes and templates Designs can be saved and opened in any BIRT Designer Collaborative ArchitectureBIRT-driven design sharing drives RIA evolution

19. QUICK Create highly functional, integrated applications rapidly

20. Quick to Find Experts:Huge Developer Community • Thriving BIRT Community • Eclipse.org • >1,000,000 downloads per quarter • Developer & commercially friendly license • Sponsors must build commercial products • BIRT-Exchange.com • Professionally staffed experts • Extensive contributions • Marketplace applications BIRT Biannual Downloads More than 8 million downloads through 2009 Thousands of downloads

21. Quick: Deployment Flexibility BIRT+iServer Enterprise Publish rich apps outside the firewall Secure and support millions of users Scale, performance, security, reliability BIRT+iServer Express Implement security & management Publish rich PM apps that satisfy users BIRT+Flash Widgets + IV Engage users and let themdrive rich apps BIRTOpen Source + JavaScript+ SQL Free OpenSource Tools EmbeddedApplications Single-serverApplications EnterpriseApplications Other Open Source Vendors Traditional BI Vendors Actuate

22. Quick To Trust: Actuate iServer is Industry Leader in Dependability & Scalability iServer supports high availability & scalability for mission-critical applications with large user communities High-availability Automatic clustering Job control Load balancing Automatic failover Multi-project support BIRT iServer Enterprise Global standard for scale, performance, reliability and security Information Objects & Caches Application Scheduling & Management Security & Application Integration Performance Management Web Services APIs Alerts & Distribution Clustering & High Availability Information Console

23. EVERYWHERE Place the content where your users are

24. BIRT Content EverywhereJavaScript API Places Content Where Users Are JavaScript API • Simple to deploy • Load JavaScript library • Identify server & content • IT-controlled • Secured by iServer • Delivered in any web page • Many new opportunities • Live active content • Advertising • Extended content placemen JavaScript API simplifies BIRT delivery

25. Seamlessly Integrated Within Environment Present Content Seamlessly… • 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 …in customer portals …in the palm of your hand …even in blogs

26. crosstabs • Actuate BIRT Information Applications • Easily created by BIRT designers & BIRT Studio • Each component independently modifiable • BIRT documents immediately interactive • Easily modified by users in Interactive Viewer • Easily distributed & managed by iServer • Adaptability is Actuate BIRT’s advantage BIRT .rptdesign Actuate BIRT is the Universal Container for Adaptable Information Applications Java ApplicationsIntranet Dashboards Extranet Applications Drill-through Java portal / portlet Business Logic Web Layout Charts & Graphs Flash Widgets crosstabs AJAX Interactivity Rules Aggregates Parameters Java & JavaScript Images SQL data sets Cache Reusable Components Web Services

27. Visual Interactive Everywhere Collaborative Quick Modern Customer Requests… Actuate surpasses these requirements

28. BIRT Product Line from Actuate BIRT Mobile BIRT iServer and BIRT iServer ExpressGlobal standard for scale, performance, reliability and security BIRTSpreadsheets BIRTInteractiveViewer BIRT Studio BIRTDesigners & Viewer BIRT Page Level Security BIRT Smartsheet Security BIRT Performance Scorecard BIRT OnPerformance e.Reports Eclipse BIRT Designers and Engine

29. Demo

30. Why BIRT is great for RIA’s Developer Productivity • Web 2.0 design metaphor, • not a banded report writer • Java & JavaScript Programmability • Reuse component library • Multiple data sources & datasets • Universal container for the app Versatile Delivery & Deployment • Multiple delivery alternatives • OSS-embed-workgroup-enterprise • Page Level Security • iServer dependability • JavaScript API • BIRT Warehouse appliance Presentation Flexibility • Web 2.0 extensions • (Flash, AJAX, JavaScript, Java) • Widgets & dashboards • Ad-hoc reports • Interactive viewing • BIRT Mobile appliance One BIRT Design

31. Why Use Actuate for RIAs? Easy to use self-serve content • Deliver information to MANY people throughout the enterprise and beyond • Increases user adoption Make real-time decisions with drill-through • Arm people with the right information RIGHT NOW to take the right action • Leverages all existing data-sources in the enterprise Improves corporate performance • Increases employee accountability • Assure compliance - SOX, Basel II, HIPPA, local regulators Ad-hoc One BIRT Environment

32. Actuate Information Applications From BIRT Information Objects & Caches Application Scheduling & Management Security & Application Integration Performance Management Actuatee.Spreadsheet Ready-to-analyzeExcel reports • Actuate PerformancesoftSuite • Forward-looking performancemanagementapplications Actuate BIRT Reports & Dashboards BIRT Report Studio Ad hoc data access BIRTInteractiveViewer Designers Actuate BIRT Actuate BIRT Pro BIRT RCP BIRT All-in-1 BIRTBusiness Intelligence and Reporting Tools Eclipse standard for RIA development Actuate iServer Global standard for scale, performance, reliability and security Web-Based Rich Information Applications Web Services APIs Alerts & Distribution Clustering & High Availability Information Console

33. Questions?shaji@actuate.com