Pentaho Integration

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Project Presentation

The project which will be set up, using two technologies

  • OpenBlueLab for CRM part,
  • Pentaho for the representation of relational data.

We will integrate the portlets generated and created starting from Pentaho, in OpenBlueLab solution. The end-user will have at his disposal a complete gate CRM as well as the representation of these data in the form of cube OLAP Mondrian.

To do that, we will establish the differents steps of the realization of this project:

  • Installation of MySQL, which allows to stock data,
  • Export of the data contained in eXist (data base XML presents in OpenBlueLab), in our base SQL,
  • Creation of diagram OLAP Mondrian,
  • Generation of cube OLAP Mondrian,
  • Integration in OpenBlueLab of the news portlets

Through this presentation, we will study step by step, the integration of Pentaho in OpenBlueLab.

The goal of the project is to propose to the final customer, a complete gate CRM and relational customer. Who will in particular allow to visualize key figures of the company of the customer.

Client's need

Initially, it is necessary to analyze the needs for the company on the level of the calculable data of the CRM which could be visualized in the form of graphs such as the sales turnover or the manpower of the employees. Indeed, it will be from now on easier to consult this information in order to obtain a saving of time, more legibility and to have a very important comparative element for the company.

Realization

Creation of SQL data base

estimated time : 2 days

The cube which will be generated needs request SQL for its creation. However OpenBlueLab uses files with format XML. It is thus necessary to create a relational data base to exploit the data already present in the CRM. We will use the MySQL base here. Once the installed base, we will have to create tables. Each table represents an entity of the CRM like a Company, a Contact, a Task… and must contain information necessary for the graphs.

Export eXist data to SQL

estimated time : 7 days

This part takes a long time to realize, now that the tables of the relational data base were created, it should be filled with the data of the CRM present in the files of the base eXist.

OLAP Mandrian schema

estimated time : 1 day

For more information on technology OLAP Mondrian, you can consult the following page: OLAP Mondrian

The design of the diagram must in the first time to pass by a phase of annalyse. Indeed it is before very necessary to study the customer requirements well, as well as the representation of the data in the base. We should not forget or truncate certain major elements. Since once the finished diagram, it will not be possible for us to modify it.

Important points:

  • Numbers of levels (hierarchy, dimension…),
  • Numbers of measurements (figures which will be represented in the form of graph),
  • Optional data which could be hidden/posted, with intermediate of filters.

Cube creation

estimated time : 1 day

Integration with OpenBlueLab

estimated time : 3 days