Module 1: Introduction to Digital Dashboards

Module 1: Introduction to Digital Dashboards Contents Overview Introduction to Digital Dashboards Demonstration: Examining the Digital Dashboard Interface Using the Digital Dashboard Resource Kit Examining the Digital Dashboard Architecture 17 Implementing a Digital Dashboard 23 Lab A: Building a Digital Dashboard 32 Review 41 Information in this document is subject to change without notice The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted Complying with all applicable copyright laws is the responsibility of the user No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation If, however, your only means of access is electronic, permission to print one copy is hereby granted Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property  2000 Microsoft Corporation All rights reserved Microsoft, Active Directory, ActiveX, BackOffice, FrontPage, NetMeeting, Outlook, PivotTable, PowerPoint, Visual Basic, Visual InterDev, Visual Studio, Windows, Windows Media, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A and/or other countries Other product and company names mentioned herein may be the trademarks of their respective owners Project Lead and Instructional Designer: Josh Barnhill Technical Lead: Chris Howd Technical Contributor: Howard Crow Program Manager: Phil Clark Graphic Artist: Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Elsa Leavitt Copy Editor: Kathy Toney (S&T Consulting) Production Manager: Miracle Davis Production Coordinator: Jenny Boe Production Tools Specialist: Julie Challenger Production Support: Ed Casper (S&T Consulting) Test Manager: Sid Benavente Testing Developer: Greg Stemp (S&T OnSite) Courseware Testing: Testing, Testing 123 Creative Director, Media/Sim Services: David Mahlmann Web Development Lead: Lisa Pease CD Build Specialist: David Myka (S&T Consulting) Manufacturing Manager: Rick Terek Operations Coordinator: John Williams Manufacturing Support: Laura King; Kathy Hershey Lead Product Manager, Release Management: Bo Galford Lead Product Manager, Knowledge Management Solutions: Janet Wilson Group Manager, Courseware Infrastructure: David Bramble Group Product Manager, Content Development: Dean Murray General Manager: Robert Stewart Module 1: Introduction to Digital Dashboards iii Instructor Notes Presentation: 75 Minutes This module provides students with an introduction to creating digital dashboard solutions Lab: 30 Minutes At the end of this module, students will be able to: ! Describe the purpose and capabilities of digital dashboards and explain how they help workers to be more productive ! Describe and use the Digital Dashboard Resource Kit and explain the digital dashboard development process ! Describe the digital dashboard architecture ! Implement a digital dashboard Materials and Preparation This section provides you with the required materials and preparation tasks that are needed to teach this module Required Materials To teach this module, you need the following materials: ! Microsoft® PowerPoint® file 2017a_01.ppt ! Module 1, “Introduction to Digital Dashboards” Preparation Tasks To prepare for this module, you should: ! Read all of the materials for this module ! Read the instructor notes and margin notes for this module ! Complete the lab iv Module 1: Introduction to Digital Dashboards Module Strategy Use the following strategy to present this module: ! Introduction to Digital Dashboards Describe the purpose of a digital dashboard Explain the capabilities of a digital dashboard Define important digital dashboard terms ! Using the Digital Dashboard Resource Kit Explain the requirements for installing the Digital Dashboard Resource Kit List and describe the resources in the Digital Dashboard Resource Kit and the Web Part Software Development Kit ! Examining the Digital Dashboard Architecture Introduce the three tiers of the digital dashboard architecture: the presentation tier, the logic tier, and the storage tier ! Implementing a Digital Dashboard Explain how to use the available digital dashboard data stores Provide an introduction to developing, deploying, and supporting digital dashboards Explain how to access a digital dashboard by using Microsoft Outlook® 2000 Module 1: Introduction to Digital Dashboards Overview Slide Objective To provide an overview of the module topics and objectives ! Introduction to Digital Dashboards Lead-in ! Using the Digital Dashboard Resource Kit ! Examining the Digital Dashboard Architecture ! Implementing a Digital Dashboard In this module, you will learn about digital dashboards, the Digital Dashboard Resource Kit, the digital dashboard architecture, and implementing digital dashboard solutions At the end of this module, you will be able to: ! Describe the purpose and capabilities of digital dashboards and explain how they help workers to be more productive ! Describe and use the Digital Dashboard Resource Kit and explain the digital dashboard development process ! Describe the digital dashboard architecture ! Implement a digital dashboard Module 1: Introduction to Digital Dashboards # Introduction to Digital Dashboards Slide Objective To present a sample digital dashboard Lead-in Digital dashboards enable users to make better decisions by providing quick access to business information Mailbox – Keith Harris – Microsoft Outlook File Edit View Favorites Tools Actions Help New http://london-2017/DDRK/dashboard.asp? Outlook Sho Mailbox – Keith Harris – New Page Northwind Traders Outlook Today Tasks InLinePart Subject Due Date Click here to add… Revise Profit Est… Fri 5/2… Investigate Shipp… Fri 5/1… Coordinate Trade Tue 5/… Analyze Export D… Tue 5/… Review Customer…Wed 5/ Create New Prod… Mon 5/… Prepare Sales Re Fri 5/5… Inbox (8) Calendar Contacts Tasks Notes Deleted Items Contacts Administrator Brooke, Patricia Campbell, David Grande, Jon Mitchell, Linda Vasse, Wendy My Links My Shortcuts Other Shortc… • • • • Office Bulletin Board MSN Local Weather Hwy 520 Traffic 123 abc def gh ij kl mno pqrs tuv wxyz Content Layout Settings Inbox From Micr… Keit… Keit… Keit… Keit… Keit… Keit… Keit… Keit… Keit… Keit… A simple Web Customers Part like this one Presentation can be created by using the digital dashboard configuration pages as follows: • Click the Content button to display the Content in “your digital dashboard name” configuration page • Click the Create a new Web Part hyperlink located at the bottom of the content page to display the Properties for “your Web Part name” page • Type in a Name for the Web Part to set the schema Title property The Title property is required • Set the content properties This part uses embedded HTML content, which is the default Content is also required • Set additional properties for the Web Part if necessary • Click the OK button located at the bottom of the properties page in order to publish the new Web Part to the current digital dashboard folder • Click the OK button on the Content configuration page to return to the digital dashboard view Subject R… Welcome to W Digital Dash W Outlook Vi… W Web Part… W New Devel… W Please Pro… W Tasks Co… W Good Job! W Creating We W 2017 Cour… W New Web… W Sales Chart NWTraders Monthly Sales 60 50 40 30 20 10 Past Months NWTraders News Done A digital dashboard is a customized Microsoft® Office® 2000–based solution that consolidates personal, team, corporate, and external information and enables single-click access to analytical and collaborative tools It brings a personalized, integrated view of an organization’s knowledge sources to an individual’s desktop and provides immediate access to business information, enabling the user to make better decisions based on this timely information An Information Technology (IT) professional, a Microsoft Exchange Server administrator, a Microsoft Certified Solution Provider, or a corporate developer can tailor a digital dashboard solution to the specific needs of an organization, integrating the organization’s existing systems with the analytical and collaborative tools in products, such as Microsoft Office 2000, Microsoft Exchange Server, and Microsoft SQL Server™ Module 1: Introduction to Digital Dashboards Purpose of a Digital Dashboard Slide Objective To show that digital dashboards deliver information to users regardless of location Lead-in The purpose of a digital dashboard is to enable knowledge workers to focus on business priorities, to extend the capabilities of knowledge workers, and to deliver information regardless of the user’s location ! Enable Workers to Focus on Business Priorities ! Extend Capabilities of Knowledge Workers ! Deliver Information Regardless of Location The purpose of a digital dashboard is to enable knowledge workers (employees whose fundamental task is analyzing and manipulating information) to focus on their key business priorities and make informed decisions Digital dashboard solutions pull together important information sources into a consolidated view Enables Workers to Focus on Business Priorities Examples of component parts that can use filtering include Outlook 2000 controls, Web page content, and Microsoft Office Web Components By filtering information that is not relevant to a user’s tasks, a digital dashboard reduces the amount of time that a user must spend sorting through information As a result, better-informed organizational decision-making can occur Extends Capabilities of Knowledge Workers A digital dashboard can be integrated with Office 2000, a desktop application suite with which many knowledge workers are familiar Office 2000 integrates familiar productivity-software tools with the Web, connecting knowledge workers to information and to one another A digital dashboard can use the Microsoft Outlook 2000 messaging and collaboration client as the portal to critical business information, and a digital dashboard enables knowledge workers to take advantage of the rich analysis tools, collaboration capabilities, and Internet- and messaging-standards support that is built into the Office 2000 products Delivers Information Regardless of Location Knowledge workers can use a digital dashboard no matter where they are located For example, users can connect to server-based digital dashboards whether they are working at their desk, working at their home office, or presenting ideas at a meeting in another city In addition, they can synchronize information from different sources, including favorite Web sites and shared public folders, for offline viewing and analysis Module 1: Introduction to Digital Dashboards Capabilities of Digital Dashboards Slide Objective To show the three main capabilities of digital dashboards Digital Digital Dashboard Dashboard Windows Windows file file system system Microsoft Microsoft Exchange Exchange Server Server Lead-in Digital dashboards enable access to any information source, provide integration of information, and allow interactivity with information SQL SQL Server Server Web Web server server Access to Any Information Source Interactivity with Information Integration of Information Digital dashboards offer three main capabilities: access to information sources, integration of information, and the ability to interact with data Access to Any Information Source Digital dashboard solutions build on an organization’s existing business systems by pulling together multiple data sources in one place You can set up a digital dashboard to access information from virtually any source—Microsoft Windows® file systems, Exchange Server, SQL Server, or Web servers—and the digital dashboard makes this information available for online and offline use Integration of Information A digital dashboard integrates personal, team, corporate, and external information It also filters corporate information and provides a dynamic repository of external information Interactive Information The digital dashboard interface provides an interactive environment from which users can view and manipulate data Digital dashboards use Office PivotTable® Web components or Microsoft Excel with SQL Server integration to provide direct interaction with data A digital dashboard can also incorporate tools, such as Microsoft NetMeeting® conferencing software, which allows users to share applications and collaborate over the intranet or Internet, and Microsoft Windows Media™ player, which enables playback of audio and video content Module 1: Introduction to Digital Dashboards Defining Digital Dashboard Terms Slide Objective To list terms associated with digital dashboards ! Web Part Lead-in ! Web Part Catalog ! Digital Dashboard Folder ! Digital Dashboard View ! Digital Dashboard Factory ! Digital Dashboard ! SQL Server Web Part Database ! SQL Server Web Part Server It is helpful to understand digital dashboard terminology Before you can develop digital dashboards, you must understand the terms and concepts associated with them Web Part Explain that the Web Part schema properties are used to control the appearance and functionality of the Web Part when displayed on a digital dashboard A Web Part is a reusable component that wraps Hypertext Markup Language (HTML) content, Extensible Markup Language (XML) content, or script code content with an XML-based property schema named the Web Part schema (A schema is a set of properties.) Web Parts are the building blocks that provide content for digital dashboards Web Part Catalog A Web Part catalog is a library of Web Parts located on the Internet or a local intranet Users can add Web Parts to their digital dashboards by importing them from Web Part catalogs Digital Dashboard Folder A digital dashboard folder is a container of Web Parts It has a custom property schema, the digital dashboard schema, that applies to all of the Web Parts in the folder Digital Dashboard View A digital dashboard view is a visual presentation of a digital dashboard folder It results from the digital dashboard factory applying the custom schemas for Web Parts and a digital dashboard folder The most common way to display a digital dashboard view is by using Outlook 2000, which uses Microsoft Internet Explorer to display Web pages Internet Explorer can also be used independently to access and display digital dashboard views Module 1: Introduction to Digital Dashboards Digital Dashboard Factory A digital dashboard factory is an Active Server Pages (ASP) code engine that assembles Web Parts into a view layout suitable for displaying in a digital dashboard The digital dashboard factory processes Web Parts from the digital dashboard folder and sends HTML content to the digital dashboard view Digital Dashboard A digital dashboard is the combination of a digital dashboard view and a digital dashboard folder SQL Server Web Part Database A SQL Server Web Part database is a SQL Server database (version 7.0 or later) that stores digital dashboard and Web Part definitions and properties These properties are accessed when a digital dashboard user connects to a SQL Server–based digital dashboard SQL Server Web Part Server The SQL Server Web Part server is an Internet Information Services (IIS) extension that serves as an access layer between the database and IIS This access layer transforms all calls that retrieve, update, and store definitions into a format that the underlying SQL Server engine can interpret ... the digital dashboard architecture ! Implement a digital dashboard 2 Module 1: Introduction to Digital Dashboards # Introduction to Digital Dashboards Slide Objective To present a sample digital. .. and analysis 4 Module 1: Introduction to Digital Dashboards Capabilities of Digital Dashboards Slide Objective To show the three main capabilities of digital dashboards Digital Digital Dashboard... also be used independently to access and display digital dashboard views Module 1: Introduction to Digital Dashboards Digital Dashboard Factory A digital dashboard factory is an Active Server Pages