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Pre-Programmed Thread Tool Recommendation
Pre-Programmed ThreadFebruary 12, 2002
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Project Organization
Pre-Programmed Reporting ThreadFocuses on the manipulation of pre-programmed
(canned) reports that are currently generated in IMPAC II
Ad – Hoc Reporting ThreadFocuses on allowing the NIH user community to
query the IMPAC II DB (OLTP & IRDB) to retrieve data on an ad hoc basis.
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Pre – Programmed Team
Sherry Zucker, ChiefAndy Greenleaf, SWEGKrishna Collie, AnalystVish Kaliappan, DeveloperMark Parker, DeveloperNatasha Globus, DeveloperIrina Knyazeva., Developer
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Executive Summary
User requirement - Manipulation format of business area reports on-line, and download report to desktop tool for further manipulation.Analysis – evaluate COTS tools against stated requirements and test using IMPAC II report.Recommendation – Oracle Discoverer
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Reporting Objectives
To provide reporting alternativesOn Line Manipulation of reportAbility to download to spreadsheetWeb publishing capability
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Categories of Evaluation Criteria Used
Go/No Go Criteria
General Criteria – Must, Should, Could
Support and Maintenance Criteria
Security Criteria
Performance Metrics
Other Considerations
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Commercial Off-The-Shelf System Selection and Evaluation Technique (COSSET)
Report Findings
Conduct Product Evaluations
Develop Product Evaluation Tools
Identify CandidateProducts
Conduct Functional AnalysisAnd Determine Requirements
Perform Preliminary Vendor Survey
COSSET
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Functional Requirements
Ease of use by end user Allow users the ability to manipulate “canned” reports Export report to Excel Performance comparable to current report generation
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Technical Requirements
Must use Oracle stored Procedures – Go/No Go Decision point Ease of creating/maintaining meta-layerScalability across the enterpriseIntegrates with IMPAC II applications
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Vendor Survey
Market Leaders* Hummingbird COGNOS Business Objects ORACLE
*(Gartner Group Survey)
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Product Evaluation
Reports: Complex & Simple Complex
Voter Matrix Report Meeting Roster Report
Typical Master List of Applications
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Results of Evaluation
Hummingbird – not compatible with Oracle stored functionsCognos – Meta Layer difficult; can’t self join a table > 1 timeBusiness Objects – strong second place Discoverer – meets most of our criteria
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Finalists
Oracle Discoverer (client server c/s) Business Objects (c/s & web)
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Benefits to User Community
Reporting Flexibility Sort Order (ascending &descending) Configuration of columns & rows Ability to highlight text i.e., bold, italics, font
color & size Business view hides underlying complexity
(user doesn’t see complexity) List of pre-defined reports for end users Web publishing of reports
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Benefits to Developers & Project
Don’t have to develop as many reports user can reorder columns and change
sort
For simple to moderate reports, faster and easier to develop report in Discoverer than to use Oracle Reports
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Output Choices for UsersCanned report developed using Oracle Reports – traditional canned pdf; highly formatted.Canned report developed using Oracle Discoverer - can manipulate online and export to Excel.ICSTORe –document ordering (Merge, Zip, Central Print, books), export customized hitlist to Excel, no formatting (e.g., multi-line addresses), no calculated columns (e.g., scores). Ad Hoc Query Tool – to be discussed
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Developer Options
Oracle Reports – complex reports e.g. CM female/minority report; pre-printed forms
Discoverer – simple to moderate reports e.g. Meeting Roster, Voter Matrix
ICSTORe - complex reports e.g. ICO Workload report (customizable hit list)
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Deciding which tool to useCollaboration between Users &
Developers
Define requirements for reportDecide which tool can do the job What provides most benefit for user? What makes most business sense?
Assist users in understanding trade – off between options e.g. online manipulation vs. robust developmentDeveloper can start build using Discoverer and switch to Oracle Reports without losing work.
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Existing Reports
Identify candidates to redo in DiscovererVerify candidates with user community examine reports by business area identify candidates for online
manipulation and download capability to a spreadsheet
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Architectural Issue
Integration into IMPACII applications Launching Discoverer reports should be
seamless to user.
Integration of Discoverer into Architecture Will run-time be required on Users’ Desktops? Citrix Server? Web or Client/Server version?
How will Discoverer be integrated into J2EE architecture? {has web based component}
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Transition Phase
Pre Pilot/Pilot (select users; e.g. Users who have requested this capability)Integration into eRA enterprise applicationsFull Deployment to user communityDocumentation/Training/Outreach
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Oracle Discoverer 4
Sample ReportsSelected Features
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