This article provides instruction about configuring various components of IBM® Rational Insight, as well as integration with IBM® Rational Team Concert™, Rational® Quality Manager, and Rational® Requirements Composer, which helps to keep track of various stages of Collaborative Lifecycle Management (CLM) by generating the appropriate reports from Rational Insight. It is based on these assumptions:
- The Rational Insight 1.1 server is already installed and configured, along with the report server.
- The Rational Collaborative Lifecycle Management setup (see Figure 1) is ready for creating projects.
- You use IBM® DB2® as your database. The RIDW database is created during the installation of Rational Insight 1.1.
Rational Insight and Collaborative Lifecycle Management setup architecture
The diagram in Figure 1 shows the setup used as the basis for this article.
Add the RICALM schema tables to the RIDW database
A RICALM schema (Rational Insight CLM) is required to store the Collaborative Lifecycle Management data warehouse artifacts. Use the Configure Data Warehouse step from the Collaboration Lifecycle Management setup process to create the RICALM schema.
The following steps explain creating the RICALM schema for the RIDW database:
- Log in to the CLM server: https://hostname:port number/jts/setup
- Click Next and proceed to the Configure DataWarehouse step without making any modifications.
- Select DB2 as the Database Vendor and JDBC as the Connection Type.
- Update the JDBC password, JDBC location, and Custom Report Database User fields, as shown in Figure 2.
Because the RIDW database was created during Rational Insight installation, the database table space folder will be handled by Rational Insight. By default, the path is C:\Documents and Settings\db2admin\databases\RIDW. Therefore, leave Database Table Space Folder blank.
When you create a new data warehouse database for the RIDW2 instance later, after installation of Rational Insight, you must explicitly specify the path in the Database Table Space Folder.
- Test the connection and create the table as shown in Figure 3.
- When the process has finished successfully, RICALM schema tables will be created in DW Database (approximately 71 tables).
Configure the Open Database Connection (ODBC)
Open Database Connection (ODBC) configuration is required on the Rational Insight server for the connectivity of each application. To configure the ODBC for CLM applications, download this file from the CLM server, as shown in Figure 4:
- Log in to the CLM server, and go to the Reports section for Jazz Team Server (JTS), Change and Configuration Management (CCM), and Quality Management (QM) to download the respective XDC files. Although this download file name is the same for each of those areas, the contents are the respective application XLM Driver Configuration (XDC) files:
- Copy the downloaded XDC files to the Rational Insight server in the path that you prefer, as shown in the Figure 5.
Create a new ODBC connection
A new ODBC data source connection should be created for each application in collaborative lifecycle management for the respective XDC files displayed in Figure 5. Follow these steps to configure them for Rational Team Concert (as an example):
- Select Start > Programs >Administrative Tools >ODBC, and then click the System DNS tab.
- Click Add, select Rational XML ODBC Driver, and then click Finish (see Figure 6).
- Enter a name for the ODBC connection, and map the corresponding XDC file by entering the complete path of the file in configuration tab (see Figure 7).
- Similarly, create an ODBC data source connection for these other XDC files: build301.xdc, scm301.xdc, workitem3012.xdc, rrc3011.xdc, rqm3011.xdc.
Configure the XML data
Verify the URL connection for the CLM server using XML data configuration by following these connection validation steps:
- Select Start > All Programs > IBM Rational Insight > XML Data Configuration
- File > Open configuration.
- Select any XDC file, for instance workitem3012.xdc, and click Open.
- Copy the value of the Relative Path field in one resource of the Resource Group WORKITEM_CCM.
- Double-click WORKITEM_CCM, paste the copied content into the Test relative path field, and click Test connection.
The Test Connection status should confirm that the connection is valid, as shown in Figure 8.
Configure report server authentication by using IBM Cognos
By default, the report server is enabled with anonymous access. To restrict the access using IBM Cognos Configuration, you can create a new Namespace by selecting the type of authentication:
- Select Start > All Programs > IBM Rational Insight > IBM Cognos > IBM Cognos Configuration.
- Expand Security, right-click and select Authentication > New resource > Namespace.
- Enter these values:
- Namespace Name:
- Namespace Name:
- Configure the resource properties according to the LDAP parameters, and save the configuration. This creates IBM ISL as one namespace in authentication.
- Right-click on IBM ISL, and test the configuration, as shown in the Figure 9.
- Restart WebSphere Application Server.
- Log in to the report server using IBM ISL Namespace, and click Launch > IBM Cognos Administration, and then the Security tab.
- Click Cognos, find the System Administrators role, and click More.
- Click Set Properties and then the Members tab. Remove all members, replace them with the appropriate LDAP group ID, and click OK.
- Similarly, for the Query user role remove everyone, and replace it with the appropriate LDAP group ID and click OK. The users added to the Query user role are allowed to access the reports.
- Other roles in the Cognos Namespace can also be associated with appropriate LDAP group ids as needed.
- Set "Allow anonymous access" to False in IBM Cognos Configuration, and Save the changes, as shown in Figure 10.
You can also use the Jazz namespace and configure the jazzns_config.xml file for the authentication from Jazz Team Server. See the Configuring the Jazz namespace link in Resources for details. In this setup, we explicitly add users who need access to the reports to the LDAP group associated with the Query user role.
- Restart WebSphere Application Server.
Configure the ETL catalog by using Cognos Data Manager
Rational Insight includes a catalog to run the jobs for all Rational applications. Thus, you need a database to create a new catalog for running Extract Transform Load (ETL) jobs.
Create a database with an alias of
DWCLM using either IBM® DB2® Control Center or DB2 command line,
db2cmd. Then follow these steps to create a new catalog:
- Select Start > All Programs > IBM Rational Insight > IBM Cognos > IBM Cognos Data Manager.
- Click Create a new catalog, enter the Name and other details for the catalog, and click Next.
- Use the DWCLM database and the respective database login credentials, and click OK, as shown in the Figure 11.
- Click File > Restore Catalog to restore OOTBDMCatalog.ctg from this path:
C:\Program Files\IBM\Rational Insight\datamgr\insight_catalog.
Figure 12 shows the RationalInsightETL catalog.
By default, Rational Insight 1.1 has an older version of ETL jobs for CLM. You need to deploy the job versions that match the CLM server:
- Log in to the CLM server, go to the Reports section, and click Archive Files for Rational Reporting as shown in Figure 13.
- Download the Cognos_Report_Server_Archive_Files.zip file, and copy it to the Rational Insight server. Decompress it to find the file Cognos Data Manager Package (CLM).pkg in the folder named Rational Insight Sources.
- Make a backup copy of the existing catalog if you want to preserve it before importing the new package.
- Click File > Import Package, and select Cognos Data Manager Package (CLM).pkg.
- Select all of the components to import, as shown in Figure 14, and then click Next and Finish.
- Right-click Jazz Foundation services, click Properties, and then click Connection details.
- Select ODBC, and then browse to select CLM_JFS as the Data Source Name that you defined earlier, and click Test Connection.
You will get a "Connection OK" confirmation message, as shown in Figure 15.
- Similarly, create connections for other applications (Rational Team Concert Build, SCM, and Work Item, plus Rational Quality Manager and Rational Requirements Composer).
- Ensure that Rational Data Warehouse connection details are pointing to the DB2 RIDW database and test the connection.
- Save all of the changes.
Schedule the ETL jobs
After configuring the ETL jobs, it is mandatory to run these jobs at regular intervals to get the latest artifacts from the CLM server. This section explains the steps for scheduling an ETL job, using JFS_ODS3.0.1_DeltaLoad job as the example.
- In the Cognos Data Manager, click Action, and select Publish Data Movement Task (see Figure 16).
This will prompt for Rational Insight report server authentication, and the successful authentication will publish the job by creating a folder named
dataMovementTask in the public folder. You can publish other required jobs similarly.
- Click the Schedule icon (calendar-like grid with red cell), and configure the schedule timing.
Figure 17 shows it configured to run once daily at 9:30 PM.
Previously, the schedule jobs failed periodically while using Rational Insight 1.1. See the link in Resources to IBM PM55303: SCHEDULED DMS TASK FAIL PERIODICALLY to resolve the issue and run the jobs successfully.
- For more information on Rational Insight performance measurement and management software, start with the Rational Insight page on developerWorks, which provides links to important related information, and check the product overview page. For detailed instructions, see the Rational Insight 1.1 information center.
- Read Configuring the Jazz namespace for how to use your Jazz Team Server authentication.
- See IBM PM55303: SCHEDULED DMS TASK FAIL PERIODICALLY to resolve this issue.
- Visit the Rational software area on developerWorks for technical resources and best practices for Rational Software Delivery Platform products.
- See these two topics in particular in the Collaborative Lifecycle Management information center for more details:
- Subscribe to the developerWorks weekly email newsletter, and choose the topics to follow. Stay current with developerWorks technical events and webcasts focused on a variety of IBM products and IT industry topics.
- Improve your skills. Check the Rational training and certification catalog, which includes many types of courses on a wide range of topics. You can take some of them anywhere, any time, and many of the "Getting Started" ones are free.
Get products and technologies
- Download Rational Insight to evaluate it at no charge.
- Download a free trial version of other Rational software.
- Evaluate other IBM software in the way that suits you best: Download it for a trial, try it online, use it in a cloud environment, or spend a few hours in the SOA Sandbox learning how to implement service-oriented architecture efficiently.
- Get involved in the Performance Management with Rational Insight forum on developerWorks and the Using Insight forum on Jazz.net.
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