Business activity monitoring with IBM Business Monitor V7.5, Part 2: A quick tour of the dashboards

Part 2 of this series walks you through some of the dashboard features of IBM® Business Monitor V7.5 using the Showcase model provided with the product. This content is part of the IBM Business Process Management Journal.

Share:

John Alcorn (jalcorn@us.ibm.com), Senior Software Engineer, IBM

author photoJohn Alcorn is the lead architect for the IBM Business Activity Monitoring (BAM) platform. He has worked as a software engineer with IBM for 15 years, with more than ten years on WebSphere products, including roles in both product development and software services. John has been a technical leader with the WebSphere Business Monitor product for 4 years, and works closely with the wider IBM WebSphere Business Process Management (BPM) team.

John is IBM-certified in XML technologies, SOA technologies, and in multiple WebSphere products, and is Sun™ certified in Java™ programming. He currently manages a team of developers at the Research Triangle Park lab in North Carolina. You can reach John at jalcorn@us.ibm.com.



29 June 2011

Overview

Before you start using IBM Business Process Manager V7.5, it's helpful to get familiar with what IBM Business Monitor V7.5 has to offer to the dashboard user. In this article, we'll use the Showcase model that is provided with IBM Business Monitor V7.5 and installed using the First Steps tool. The Showcase includes sample data and a predefined dashboard, so that you can quickly see what kind of experience you'll later be building yourself.

Note: if you are already familiar with past releases of WebSphere Business Monitor, you may want to skip directly to Part 3 to begin learning about monitoring IBM Business Process Manager.


Preparing the Showcase sample

In this article, you'll install and begin to explore the Showcase model to help familiarize yourself with the dashboard features in Business Monitor V7.5. This sample presents a banking industry scenario, providing visibility into the mortgage lending at a fictional company called Better Lender.

  1. Launch the First Steps tool, by selecting Start => All Programs =>IBM =>Business Monitor 7.5 => Profiles => profile name => First steps.
  2. Select Showcase model, as shown in Figure 1.
    Figure 1. Install the Showcase example
    Install the Showcase example

    A progress window will appear, displaying the status of the sample installation. This will take several minutes.

  3. Once the installation is complete, click Business Space, which launches a web browser that will load the page: http://localhost:9080/BusinessSpace (your host/port may vary).
  4. Log in to Business Space, as shown in Figure 2. In this series, we use tw_admin as both the User ID and the password.
    Figure 2. Log in to Business Space
    Log in to Business Space

    The Welcome page displays.

  5. Switch to the Showcase space, by clicking on Go to Spaces, as shown in Figure 3.
    Figure 3. Available spaces
    Available spaces
  6. The Go to Spaces dialog displays. Click Better Lender Space, as shown in Figure 4.
    Figure 4. Select the Showcase space
    Select the Showcase space

You should now see a customized dashboard for the Better Lender company.


Exploring the Showcase dashboards

The business users at the Better Lender company now have a dashboard providing multiple kinds of visualizations of the performance of their mortgage lending business. In this section, we'll explore each page available in this sample dashboard, seeing a wide variety of widgets, and will interact with those widgets to customize the display of the data

  1. The first page in the Better Lender space is the Business at a Glance page, as shown in Figure 5. In the widget at the top, you'll see a simple diagram, annotated with colored bars to highlight information of interest. In the widget at the bottom, you'll see a collection of KPIs. Notice how, as you hover over them, these KPIs display the KPI’s target, ranges, and current value. You'll also see a text widget on the right further explaining the sample.
    Figure 5. Business at a Glance page
    Business at a Glance page
  2. Click the Business Alerts page at the top of the browser window. You'll see a simple process diagram, as shown in Figure 6, which has been annotated to show problematic activities in red. You'll also see a collection of alerts. Click on an alert to see its details.
    Figure 6. Business Alerts page
    Business Alerts page
  3. Click the New Loan Applications page. As shown in Figure 7, here you'll see some additional KPIs, under KPIs – Month-to-date Loan Exceptions, and you can view individual process instances under Instances – New Mortgage Loans. You can click the Show Instances button for a KPI to have it update the displayed instances to just those that apply to the selected KPI. This is an example of inter-widget wiring, where the KPI widget tells the Instances widget how to filter the list of process instances to match the data filter in the KPI definition.
    Figure 7. New Loan Applications page
    New Loan Applications page
  4. Now click the Other Loan Applications page. Here you'll see two widgets showing individual process instances. Let's filter the list in the top widget, to have it show only the Loan processes that Gerald Mander has worked on. Click on the (highlighted) arrows to the right of the Loan Officer column, then choose Begins with, enter Gerald, as shown in Figure 8, and click Enter. The list should update to show just Gerald’s loans.
    Figure 8. Other Loan Applications page
    Other Loan Applications page
  5. Click the Reports and Analysis page. As shown in Figure 9, you should see three widgets: a Report Viewer, a KPI History and Prediction graph, and another Report Viewer. Try the following two examples to see how you can interact with the information of this page:
    • Right click on a bar in the report and choose to Drill Down or Drill Up, or to Change Display Type, for example, to a pie chart visualization.
    • You can also mouse over the line in the KPI History and Prediction graph to see the exact value of the KPI on a specified day.
    Figure 9. Reports and Analysis page
    Reports and Analysis page
  6. Click the Management Tools page to see tools you can use to author new Alerts or KPIs. Select Better Lender BAM Showcase from the Model drop-down menu in the KPI Manager widget to see KPIs for this model, as shown in Figure 10.

    We’ll use these tools in Part 4 of this series, where we'll create a report, a KPI, and an alert.

    Figure 10. Management Tools page
    Management Tools page
  7. You can now close the browser.

Conclusion

Congratulations! You're now used the canned monitor model and dashboard to become familiar with some of the capabilities of the IBM Business Monitor V7.5 dashboards. In Part 3 of this series, you’ll learn how to define and use your own monitor model and customized dashboard for an IBM BPM Process App.

Resources

Comments

developerWorks: Sign in

Required fields are indicated with an asterisk (*).


Need an IBM ID?
Forgot your IBM ID?


Forgot your password?
Change your password

By clicking Submit, you agree to the developerWorks terms of use.

 


The first time you sign into developerWorks, a profile is created for you. Information in your profile (your name, country/region, and company name) is displayed to the public and will accompany any content you post, unless you opt to hide your company name. You may update your IBM account at any time.

All information submitted is secure.

Choose your display name



The first time you sign in to developerWorks, a profile is created for you, so you need to choose a display name. Your display name accompanies the content you post on developerWorks.

Please choose a display name between 3-31 characters. Your display name must be unique in the developerWorks community and should not be your email address for privacy reasons.

Required fields are indicated with an asterisk (*).

(Must be between 3 – 31 characters.)

By clicking Submit, you agree to the developerWorks terms of use.

 


All information submitted is secure.

Dig deeper into WebSphere on developerWorks


static.content.url=http://www.ibm.com/developerworks/js/artrating/
SITE_ID=1
Zone=WebSphere
ArticleID=696335
ArticleTitle=Business activity monitoring with IBM Business Monitor V7.5, Part 2: A quick tour of the dashboards
publish-date=06292011