Module C

Introduction

An effective information management requires the availability of different reports on the data present into the system: summaries, analytical or statistical reports. For this purpose, CMDBuild makes use of the visual editor iReport, part of the open source suite JasperReports. The report configured with the editor are then imported and made available for the users.

It is also important for the system managers to be able to consult in real-time the trend of indicators on the current system state (KPI or Key Performance Indicator). For this purpose, it is possible to configure customized dashboards made of different types of graphs.


Topics

The Module C is designed to introduce:

  • how to produce personalized reports accordingly to specific control needs:
    • identify the information of interest and define the corresponding SQL queries
    • analyze the layouts and the data presentation logics to be configured with iReport
  • the functionalities and the user interface of the iReport tool:
    • basic configuration
    • types of elements available and their formatting
    • definition and configuration of the parts that form a standard report
    • properties of the elements and the report parts
    • usage of variables, fields, data types, aggregation functions, expressions
    • insertion of images and other external objects
    • output types (PDF, CSV, ODT)
    • advanced features: usage of parameters recognizable by CMDBuild, grouping, subreports, graphs
  • uploading of a report through the CMDBuild Administration Module, granting the visualization permissions, adding the report to a menu, usage from the Management Module
  • how to design customized dashboards accordingly to specific control needs:
    • identify the information of interest and define the corresponding SQL queries
    • analyze the characteristics of the graphs related to each dashboard
  • configuration of a dashboard through the Administration Module
    • configuration of different types of graphs (pies, histograms, linear graphs, gauges)
    • layout design (number of columns, placement of graphs)

Duration

2 session of 4 hours each


Prerequisites

The training session requires as a prerequisite:

  • a good knowledge of the CMDBuild application and of its data model (Module B)
  • a good knowledge of relational databases and of the SQL language


Teaching Methodology

The course will be conducted by:

  • frontal lessons
  • explanation of use of the proposed tools
  • individual and group exercises


Other conditions

Training activities can be carried out using remote collaboration tools, in Italian or English during the working days, from 9 a.m. to 6 p.m. (CET) in 4 hours per session.

The training requires the trainees have:

  • a working CMDBuild installation, including the Liferay portal, on a physical or virtual server that meets technical requirements
  • one or more PC clients (depending on the number of people involved) with access to:
    • the CMDBuild application (using a web browser)
    • the PostgreSQL database (using the PgAdmin tool)
    • the iReport tool for the design of the reports

Every course would have a maximum of three persons attending.


Aims

At the end of the course the trainees:

  • will be able to create a basic query to extract data from CMDBuild
  • will be able to use queries as data source in iReport
  • will be able to model a basic report using iReport
  • will be able to upload the report through the CMDBuild Administration Module and to use it through the Management Module
  • will be able to create a dashboard by configuring its graphs and its presentation layout


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