WebSphere Dashboard Framework
Product overview
What's new
What is a dashboard?
Features at a glance
The sample applications
Architectural overview
Development tools
Projects
Feature sets
Models
Builders
Accessibility
Using Help
Glossary
Installation
Software requirements
Installing and configuring WebSphere Dashboard Framework
Running the installation program
Configuring your environment after installation
Configuring an embedded test server environment
Setting up native language support
Upgrading plug-in files, projects, and portlets
Upgrading plug-in files after installation
Upgrading projects
Upgrading portlets to the Java Standard Portlet API
Removing IBM WebSphere Dashboard Framework
Getting started
Tutorial: Creating a basic dashboard
Creating a project for a basic application
Importing a file into your project
Adding an Excel Import builder to your model
Adding a builder to display spreadsheet data
Running a model to test it
Working with projects
Adding feature sets to a project
Adding a model to a project
Adding builders to a model
Tutorial: Creating a portlet
Configuring a WebSphere Portal Server deployment
Adding a builder to create a portlet
Deploying a model as a portlet
Planning an application
Where will the application run?
Who will use the application?
What data does the application need?
What is the best way to display the data?
Does data need to be customizable?
Do users need to be alerted to critical information?
Where will user-generated data be stored?
Starting with a prototype for an application
Best practices
Establishing standards for folders and files
Best practices for designing effective dashboards
Best practices for developing applications
Best practices for improving the user interface
Debugging tips
Creating dashboards for WebSphere Portal Server
Overview
The business scenario
Dashboard page
KPIs page
Sales Actuals page
Setting up the sample application
Creating a project for the sample application
Running scripts to set up the Tutorial Sample application pages
AIX, Linux, and Solaris
Windows
Logging on to the sample application
Architecture of the sample application
Exploring models
Exploring builders
Creating dashboards for WebSphere Application Server
Best practices for WebSphere Application Server applications
Overview
The business scenario
Dashboard page
KPIs page
Sales Actuals page
Setting up the sample application
Creating a project for the sample application
Registering the sample users
Logging on to the sample application
Architecture of the sample application
Exploring models
Exploring builders
Creating dashboards for Notes and Expeditor clients
Setting up a database for a dashboard application
Setting up a Cloudscape database
Copying Tutorial Sample application files to the server
Copying WebSphere Application Server sample application files to the server
Using WebSphere Application Server 6
Using WebSphere Application Server 5
Setting up a DB2 database
Creating the database
Connecting to the database
Prepare the database for sample application data
Setting up the data sources
Creating a data source
Creating a data source (WebSphere Application Server 6)
Creating a data source (WebSphere Application Server 5.1)
Troubleshooting the connection
Setting up an Oracle database
Setting up a SQL Server database
Configuring a database persistence manager
Retrieving data
Benefits of using builders for Service-Oriented Architecture
Creating a Service Provider model
Additional data services features
Displaying data
Creating a Service Consumer model
Choosing the appropriate design-pattern builder
Automatic Drilldown
Bullet Graph
Hierarchy Drilldown
Map
Record List and Detail
Status Page
Summary and Drilldown
View & Form
Web Charts - Enhanced
Customizing the user interface and styles
Filtering data
Adding filtering
Alerting users to critical information
Setting up alerts
Creating a project for the Alerts Scheduler
Alerts properties
Logging alerts errors during development
Storing alerts XML files in a project during development
Additional configuration for alerts
Sharing a persistence manager between projects
Sharing an XML-file persistence manager
Sharing a database persistence manager
Setting up automated alert notifications
Configuring e-mail alert notifications
Customizing e-mail notifications
Configuring SMS alert notifications
Configuring CellTrust alert notifications
Configuring Clickatell alert notifications
Configuring other SMS alert notifications
Customizing SMS alert notifications
Logging alerts statistics
Alerting
Working with the sample Sales Orders portlet
Using the sample Sales Orders portlet
Examining the Sales Orders portlet model
Viewing the Sales Order status indicators
Examining the Sales Order service provider model
Viewing the example alert definitions
Understanding the Sales Orders alert definitions
Editing the example script-based alert definition
Using the alerts module
Alerting portlets
Alerting responsibilities
Alerts engine architecture
Alert state caching
Alert definitions
Types of alert definitions
Script-based alert definitions
Data expiration
Logic
Display
Custom alert definitions
External alert definitions
Data selection
Parameters
Features of alert definitions
Automated notification
Alert escalation
User authorization
Related bookmark
Migrating XML-based alert definitions to a database persistence manager
Using the Import Definitions portlet
Alert evaluators
Developing alert evaluators
Common themes in evaluator development
Type-specific evaluator requirements
Understanding alert instance content
Alert field semantics
Handling special alert fields
Setting the Alert ID field
Setting the Category ID Field
Setting the Creation Date field
Setting the Expiration Date Field
Setting the Version field
Creating a simple class-based alert evaluator
Creating the stub evaluator class
Creating an unpopulated alert instance and returning it in the list
Populating required fields in the alert instance
Adding business logic to an alert evaluator
Setting localized text
Creating the alert definition
Testing the new alert definition and evaluator
Creating a model-based evaluator
Examining the LJO's source file
Creating the evaluator model
Examining the XML of the sample alert model-based evaluator
Working with the My Alerts portlet
Using the My Alerts portlet
Working with the Manage Alerts portlet
Creating or editing an alert definition
Creating or editing an alert definition for annotations
User contexts
Renaming and deleting user contexts
Managing user contexts with the XML-file persistence manager
Managing user contexts with the database persistence manager
Adding alerts to a portlet
Preparing to add alerts to a portlet
Creating data service providers
Defining alert evaluation properties
Implementing the alert evaluator
Enabling the Alert definition
Creating a data portlet
Design guidelines for data portlets
Adding an Alert Data builder to the Service Provider model
Adding a Status Indicator builder to the data portlet model
Creating a My Alerts portlet
Alerts directories
Personalizing data with profiling
Adding profiling
Developing Customizers that let users change their own portlets
Creating a simple Customizer
Creating a Customizer for configuring tables of data
Using ActiveInsight scorecards
Using the Mini Scorecard portlet
Using the My Scorecard portlet
Exploring ActiveInsight models
Sharing data
Working with annotations
Annotations
Annotations architecture
Setting up annotations
Annotations properties
Adding annotations to a model
Working with the Annotation Administration portlet
Working with the Team Calendar
Using the Team Calendar
Developing a team calendar
Setting up a calendar
Deploying an application
Verifying successful deployment of a project
Testing your configuration settings
Deployment tips
Troubleshooting unsuccessful deployments
Enabling IBM Tivoli License Manager tracking
Deploying projects on a remote WebSphere server
Dashboard builder catalog
Selecting builders for common tasks
Creating services
Creating the initial portlet user interface
Adding dashboard-specific features
Working with tables, columns, and data layout
Working with variables and schemas
Controlling the validation, formatting, labels, and behavior of data fields
Setting up actions and events
Adding navigation and page actions
Controlling page elements
Integrating WebSphere Portal features
Sharing functionality or resources across models
Supporting translation and localized strings
Alert Customizer builder
Using the Alert Customizer builder
Specifying inputs for the builder
Objects created by the builder
Alert Data builder
Identifying data to be used by an alert
Specifying inputs for the builder
Annotation builder
Using the Annotation builder
Adding annotations to a table
Adding annotations to a chart
Adding annotations to a chart
Specifying inputs for the builder
Objects created by the builder
Automatic Drilldown builder
Schema used by the builder
Specifying inputs for the builder
Objects created by the builder
Bullet Graph builder
Using the Bullet Graph builder
Adding a bullet graph
Adding a bullet graph with a custom color palette
Specifying inputs for the builder
Objects created by the builder
BusinessObjects Data Access builder
Installing the BusinessObjects Report Engine SDK
Specifying inputs for the builder
Objects created by the builder
Calculation builder
Using the Calculation builder
Specifying inputs for the builder
Objects created by the builder
Cognos Data Access builder
Specifying inputs for the builder
Objects created by the builder
Contextual Information builder
Using the Contextual Information builder
Adding text as contextual information
Using a data source for contextual information
Displaying another page as the contextual information
Creating a contextual information link that is activated by clicking
Specifying inputs for the builder
Objects created by the builder
Excel Import - Enhanced builder
Specifying inputs for the builder
Objects created by the builder
Hierarchy Drilldown builder
Using the Hierarchy Drilldown builder
Use the Hierarchy Drilldown builder to create pages first
Use the Hierarchy Drilldown builder to create pages, data, and flow
Specifying inputs for the builder
Objects created by the builder
Hyperion Essbase builder
Setting up the Hyperion Essbase environment
Specifying inputs for the builder
Objects created by the builder
Map builder
Specifying inputs for the builder
Objects created by the builder
ODS Export builder
Specifying inputs for the builder
Objects created by the builder
Query Filter builder
Using the Query Filter builder
Specifying inputs for the builder
Objects created by the builder
Query Filter Form builder
Specifying inputs for the builder
Objects created by the builder
Query Filter Observer builder
Specifying inputs for the builder
Objects created by the builder
Record List and Detail builder
Specifying inputs for the builder
Objects created by the builder
Snapshot Report builder
Specifying inputs for the builder
Objects created by the builder
Status Indicator builder
Using the Status Indicator builder
Specifying inputs for the builder
Objects created by the builder
Status Indicator Legend builder
Specifying inputs for the builder
Status Page builder
Specifying inputs for the builder
Objects created by the builder
Summary and Drilldown builder
Specifying inputs for the builder
Objects created by the builder
Summary Row builder
Using the Summary Row builder
Specifying inputs for the builder
Objects created by the builder
Table Customizer builder
Using the Table Customizer builder
Specifying inputs for the builder
Web Charts - Enhanced builder
Specifying inputs for the builder
Objects created by the builder
Additional resources
Additional information
PDF versions of this documentation
Release Notes
Viewing information in the help system
Accessibility and keyboard shortcuts in the help system
Prerequisite software for the help system
Navigating in the help system
Searching in the help system
Using the master index
Setting bookmarks and printing in the help system
Viewing information in different languages
Updating content in the help system
Viewing information in the information center
Accessibility and keyboard shortcuts in the information center
Prerequisite software for the information center
Navigating in the information center
Searching in the information center
Using the master index
Setting bookmarks and printing in the information center
Viewing information in different languages