(12) United States Patent Rachmiel et a1.

Transcription

1 US B2 (12) United States Patent Rachmiel et a1. (10) Patent N0.: (45) Date of Patent: US 8,073,863 B2 Dec. 6, 2011 (54) (75) (73) (*) (21) (22) (65) (60) (51) (52) (58) (56) BATCH MANAGEMENT OF METADATA IN A BUSINESS INTELLIGENCE ARCHITECTURE Inventors: Andrew G. Rachmiel, Park Ridge, IL (US); Neil P. Morgan, Hawthorn Woods, IL (US); Dariusz Danielewski, Hoffman Estates, IL (US) Assignee: BSP Software LLC, Rolling Meadows, IL (US) Notice: Subject to any disclaimer, the term of this patent is extended or adjusted under 35 U.S.C. 154(b) by 424 days. Appl. No.: 11/964,624 Filed: Dec. 26, 2007 Prior Publication Data US 2008/ A1 Aug. 14, 2008 Related US. Application Data Provisional application No. 60/889,455,?led on Feb. 12, Int. Cl. G06F 17/30 ( ) US. Cl /769; 707/803 Field of Classi?cation Search / 609, 707/707, 708, 758, 770, 802, 769, 803, 806 See application?le for complete search history. References Cited U.S. PATENT DOCUMENTS 6,061,684 A * 5/2000 Glasser et a /1 6,088,694 A 7/2000 Burns et a1. 6,609,123 B1 8/2003 Cazemier et a1. 6,611,838 B1 8/2003 Ignat et a1. 6,662,188 B1 12/2003 Rasmussen et a1. 6,728,697 B2 4/2004 Leathers 6,741,982 B2 5/2004 Soderstrom et a1. 6,986,135 B2 1/2006 Leathers et a1. 7,185,016 B1 2/2007 Rasmussen 7,275,211 B2 9/2007 Ferguson et a / A1* 1/2005 Potter et a / / A1* 9/2005 Pingree et a1. 707/ / A1* 10/2005 Mamou et a / / A1 10/2005 Mamou et a / A1 10/2005 Mamou et a / A1 * 4/2006 Mallalieu et a /104.1 (Continued) OTHER PUBLICATIONS International Search Report and Written Opinion issued in related International application No. PCT/U S0 8/ mailed Nov. 6, (Continued) Primary Examiner * James Trujillo Assistant Examiner * Soheila Davanlou (74) Attorney, Agent, or Firm * Lempia Summer?eld KatZ LLC (57) ABSTRACT A metadata management system is described for a business intelligence architecture having a metadata repository for content that de?nes a user environment of the business intel ligence architecture. The metadata management system includes a user interface generator to display information regarding a plurality of objects in the metadata repository and to facilitate selection of a group of the plurality of objects, a content editor to evaluate the content stored in the metadata repository for each object of the selected group and to modify in a batch job the content for each object of the selected group for storage of the modi?ed content in the metadata repository, and a communication manager to issue instructions for the storage of the modi?ed content in the metadata repository, the instructions being con?gured in accordance With a commu nication protocol of the business intelligence architecture utilized to control the metadata repository. 38 Claims, 18 Drawing Sheets APPLICATION SERVER] DISPATCHER WEB SERVER] GATEWAY FRAMEWORK MANAGER 33 1 CONTENT MANAGER CONTENT STORE 42

2 US 8,073,863 B2 Page 2 US. PATENT DOCUMENTS 2006/ A1* 5/2006 Zimmer et al / / A1* 10/2006 Babanats et a / / A1* 10/2006 Inmon / / A1* 7/2007 Levy / / A1 12/2007 McCully et al. 2008/ A1* 6/2008 Christensen / / A1* 7/2008 Adendorff et a / / A1* 4/2010 Yamakawa et al /609 OTHER PUBLICATIONS Cognos product sheet, IBM Cognos 8 Business Intelligence Report ing and DashboardsiMeet All Your Reporting Requirements, 4 pages (2008). Cognos product sheet, IBM Cognos 8 Business Intelligence Analy sisidiscover the Factors Driving Business Performance, 4 pages (2008). Cognos product sheet, Cognos 8 Business Intelligence Analysisi Discover the Factors Driving Business Performance, 4 pages (Mar. 2006). Cognos product sheet, Cognos 8 Business Intelligence Reporting and DashboardsiMeet All Your Reporting Requirements, 4 pages (Sep. 2005). Cognos product sheet, Cognos ReportnetiThe New Standard for Enterprises Reporting, 4 pages (Jan. 2005). Cognos product sheet, Cognos ReportnetiThe Next-Generation Enterprise Query and Reporting Environment, 4 pages (Mar. 2004). Cognos product sheet, Proven PracticeiApproach to the Cognos 8 SDK, 22 pages (2008). Cognos product sheet, Cognos 8 Software Development KitiIn stallation and Con?guration Guide, 12 pages (2006). Cognos product sheet, Cognos Enterprises BI Series Software Development KitiInstallation and Con?guration Guide, 14 pages (2004). Excerpts from Developer GuideiSoftware Development Kit, Cognos ReportNet, 10 pages, including pp , (2004). Additional excerpts from Developer GuideiSoftware Develop ment Kit, Cognos ReportNet, 29 pages, including pp. 3-23, , (2004). Course Description website, IBM Cognos 8 SDK Self-Paced Training Package4eLearning, jct03001c/services/learning/ites.wss/us/en?pagetype:course description&coursecode:b2171, 3 pages (May 2011). Excerpts from Self-Paced TrainingiCognos 8 Software Develop ment Kit, Cognos Incorporated, 32 pages (Copyright Notice dated 2005). * cited by examiner

3 US. Patent Dec. 6, 2011 Sheet 1 0f 18 US 8,073,863 B2 mml/.ge v mm omk A! $65

4 US. Patent Dec. 6, 2011 Sheet 2 0f 18 US 8,073,863 B2 mm mm ow 8k mm].qe N

5 US. Patent Dec. 6, 2011 Sheet 3 0f 18 US 8,073,863 B2 Method interfaces 70 Version specific request? Match closest template 74 version K- Prepare SOAP 76 document l 78 Receive results 80 More results available? Yes Remove SOAP envelope and 82 protected attributes Return results 84 FIG. 3

6 US. Patent Dec. 6, 2011 Sheet 4 0f 18 US 8,073,863 B2 // \\ l Enter ) \\T// Con nect to \ gateway and paint two top object for selection tree > Object s ' 7 i 1 / \\ object 8 + / \\ Checkbox. 7/ \ I 86 Expand object C Cked\ Action? : Cl 'cked k ; \\ \\ // // i Select // \\ \Vahdate // \ /// \\\ t /// \\\ ( Empty or \> < Selected? \4 \\ refreshed? // \\ // \ / \ / V // \\ // \ / Populatedchildren I Populate "St Deselect _ no G queue with \ selected objects 92 T Create Transaction \ 96 /. / For each object // C t d Validate using Comm Mgr l k94 Update Status 1,102 FIG. 4 t Close Transaction

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8 ,,,,,,,,,,,,,,,,,,, US. Patent Dec. 6, 2011 Sheet 6 0f 18 US 8,073,863 B2 (/ Enter i) Fl Await action Framework Manager Model / Package List of Changes // On model /// change Populate list queue with all reports 108 Create Transaction \ For each report in content store [ Cancel requeste VJBT/ Invalid Validate using Comm Mgr 112 Yes v For each change Apply Save 1 Update Status FIG. 6 \ Finalize Close Transaction

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10 US. Patent Dec. 6, 2011 Sheet 8 0f 18 US 8,073,863 B ";.TU:uQEHFE:?whomlmm?mogv FEM:.QE w $ ,. 096:0 UEoE wmcmso H2

11 ,,,,,,,,,,,,,,,,,,, US. Patent Dec. 6, 2011 Sheet 9 0f 18 US 8,073,863 B2 // \ Enter ) \\ if // Search Text // Replace Text /// Object Type //// Connect to \\y/// \ gateway and paint \\\ two top object for Input data selection tree Object S + Object s \ Checkbox Expand object Cllcked\ Action? Cl lcked \\ // { Select,/ \\ \ / \ \,/// \\\ //// \\ // Empty or \\ // \\ I 120 \\ refreshed? // \\ Selected? / ' \\\,// \\\ /// \\ // \\ //' Populatedchildren 4 Populate list ] > Deselect _ no 9 queue with \ selected objects 1 22 Create Transaction _\ "FBFéSéHBEJ-Eéi iiiiiiiiiiiiiiiiiiii 7 // Validate using //// \ Comm Mgr Flancel requested i (j Valid? \/\F Yes ; NO Find and Replace _ \I FIG 9 Update Status < \ Close Transaction >< Finalize l /

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13 US. Patent Dec. 6, 2011 Sheet 11 0f 18 US 8,073,863 B2 Connect to gateway and paint two top object for _\ selection tree 1 32 Object s object 5 + // \\ Checkbox. \\ _ Expand object CI lcked \ Action? Cllcked ; \\ // Select / \ \ Execute /A\ /// \\\\ /// \\\ / \\ / \ 3/ Empty or \\ </ selected? \4 \\ refreshed? // \\ I // 1 V \\\ /// \\\\ //// \ \ / / popmatedchndren Populate list ] > Deselect no 9 queue with \ selected objects T ' Create Transaction For each object / Validate using //// Comm Mgr Cancel requested // \\ <i\ Valid? /:> Yes" NO Access source - \ package metadata 1\38 Update and Save FIG. 1 1 Update Status < l /' \\ Close Transaction >l Finalize ) \ /

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15 US. Patent Dec. 6, 2011 Sheet 13 0f 18 US 8,073,863 B2 / \ < Enter > \ / Expand object / Object s + Cl lcked Connect to gateway and paint two top object for selection tree H \ Object s / // \\ Checkbox \\\ \\ \ \ Action? // // Execute clicked // t \ Selected? Select // / / / Populate children node Populate list queue with selected objects H Create Transaction Deselect For each object / // / Cancel requested FIG. 13 Update ACL H Save H Update Status t Close Transaction

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17 US. Patent Dec. 6, 2011 Sheet 15 0f18 US 8,073,863 B2 ( Enter 1) Report Sections to Address a,, Lestmauon Security objects ////// Connect to //// Template Input gateway and paint two top object for \\ Pagelets Input data selection tree data Object s + ll -, A Object s Checkbox Expand object choked \ Action? CI 'Cked x \\ 4 Select Execute Populate children Populate queue Wllh list \ > selected objects node l Create Transaction Deselect For each object Reports or I '2 Reports \f age'ets '/ Pagelets For each object ///// V232: It/22g <f\[:sfer or Group?) \\\\\ /// \ // User \ \ Cancel requested * Group; Cancel requested ///.\\\\ For each member '7 \ \VaIId < update Yés/ NO preferences Replace selected sections Update + preferences Save // \\\ ll Update Status Update Status ; FIG. 15 / v\ 7 Close Transaction - >l Finalize \ v

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