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InforSense KDE User Training  Introduction to InforSense KDE and Building Workflows.

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1 InforSense KDE User Training  Introduction to InforSense KDE and Building Workflows

2 © 2007 InforSense Ltd.2 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

3 © 2007 InforSense Ltd.3 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

4 © 2007 InforSense Ltd.4 What is InforSense KDE? KDE = Knowledge Discovery Environment  Enterprise Software  Variety of applications  Range from Business Intelligence, Financial Solutions, Life Sciences and Health Sciences  Analytical workflows  Helps researchers and data analysts to access and integrate all their tools

5 © 2007 InforSense Ltd.5 What is the basic KDE Architecture? KDE Core Plugins = product extensions KDE Server Relational Databases 3 rd Party Applications KDE Client (Build Workflows) KDE Client (View Portal) KDE Client (Analytics Tools)

6 © 2007 InforSense Ltd.6 Some Architecture Definitions  Server: computer or a device that manages tasks on a network resource  Client: pc or workstation that requests services from the server to perform some operations; it is where workflows are built and portal pages are viewed  Portal: web based application where end users can use the functionality created by workflows hidden behind a customized GUI  Plug-in: related group of functionalities (typically derived from multiple components/nodes) that can be added to the InforSense platform  Product: one or more plug-ins grouped in a domain area for purchase

7 © 2007 InforSense Ltd.7 Product List - Extensions  InforSense BioSense  Specialized extension for bioinformatics  InforSense GenSense  A solution for analyzing SNP chips  InforSense ChemSense  Specialized extension for cheminformatics  InforSense TextSense  Specialized extension for literature analytics and text mining

8 © 2007 InforSense Ltd.8 Product List - Extensions  InforSense Developer Pack  Comprises of a feature-rich Software Development Kit (SDK) and Application Programming Interface (API)  Enables users to tailor the standard InforSense KDE and IOE environments for their specific requirements

9 © 2007 InforSense Ltd.9 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

10 © 2007 InforSense Ltd.10 What is a Workflow?  InforSense KDE uses a workflow paradigm to perform operations on different data  Components in a project panel must be connected together in to a workflow in order to carry out a task  The direction of the arrows connecting the nodes indicates the logical flow of objects, such as data tables and models, during each stage of analysis Execution Sequence Imported Data Operation 2 Result Data N Operation 1 Operation n Execution 1 Result Data 1 Result Data 2 Execution N

11 © 2007 InforSense Ltd.11 What is a Workflow?  In KDE, all the components of your analysis (data sources, operations and results) are represented as icons  The interactions between the components are represented by using directed arrows, linking the components together

12 © 2007 InforSense Ltd.12 What is a Component or Node?  An individual unit of functionality that performs a task on the data  Typically (but not always), has input(s), output(s), and parameters to be decided by the user Input Ports Output Ports Parameters

13 © 2007 InforSense Ltd.13 Other KDE Terms  Table: Most nodes process data in a table format with rows, columns, and each individual cell contains information  Model: Some nodes can build or use models that predict results based on a set of data  Inputs: table or model given to a node to perform an operation; there may be 0, 1, or multiple inputs for any node; inputs can be required or optional  Outputs: table or model produced by a node from an operation; there may be 0, 1, or multiple outputs for any node  Parameters: Variables whose values can be entered by the user just prior to running a workflow

14 © 2007 InforSense Ltd.14 More KDE Terms  Ports: iconic representation of the inputs and outputs for a node; if there is more than one port involved in a connection between nodes, the user will need to select the correct one  Metadata: KDE nodes generally keep track of the number and names of the columns in the data table in order to disallow workflow connections that do not make logical sense based on the metadata  Execute: Performing the operation of a node and all nodes preceeding it  Cache: for normal processes, KDE stores the table in a temporary table once it has been executed; this makes it faster to retrieve if the node needs to be re-executed, but if parameter values change then the cache needs to be cleared to remove old values

15 © 2007 InforSense Ltd.15 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

16 © 2007 InforSense Ltd.16 Logging into the KDE Client  The server must be started before the client can be launched  The workflow building client tool can be launched from:  The KDE portal (webstart is recommended)  From a desktop icon or item in your Start menu Ask your administrator for the web address - it is usually :port number/kweb

17 © 2007 InforSense Ltd.17 Login Screen  After the client is downloaded, you will be asked for authentication  Administrators would typically manage username/passwords - here you can use the default account: demo/demo 1 2

18 © 2007 InforSense Ltd.18 Client Interface - Overview Context Sensitive Toolbar Context Sensitive Toolbar Resources Panel Resources Panel Userspace Components Task Manager Navigator View Navigator View Project Panel Project Panel Node Editor The client interface is where you construct workflows

19 © 2007 InforSense Ltd.19 Context Sensitive Toolbar  The toolbar provides shortcut access to the most commonly used functionalities  Some of the toolbar buttons are also context sensitive, and will enable/disable depending on what is currently selected

20 © 2007 InforSense Ltd.20 Context Sensitive Toolbar  Many icons are standard software icons  List of icons specific to KDE are below: NoIconShortcut toNoIconShortcut to 01Search05Node Help 02Mount Userspace06Main help 03Unmount Userspace07Execute 04Refresh08Available tools

21 © 2007 InforSense Ltd.21 Resources Panel  The Resources panel is where your files/data, component toolset and task executions are displayed  By default, the resource panel contains the Userspace Tree, Components Tree and the Task Manager  To view/hide the Resources panel select View > Resources OR press Ctrl +2

22 © 2007 InforSense Ltd.22 Userspace  Holds the listing of userspace files  Provides access to your workgroup's shared space  Where your data, projects, bookmarks, web links and reports are stored  This is similar to, but not the same as the file space that you typically access on your local machine  If the Userspace panel is not visible, use the View button > Userspace to show the Userspace Tree

23 © 2007 InforSense Ltd.23 Common Userspace Icons User’s Private Folder Workflow Project Database Bookmark Shared Folder Data Table Folder

24 © 2007 InforSense Ltd.24 Components Tree  Holds the listing of all available component nodes (building blocks) which can be used to construct workflows  The component nodes are sorted according to their functional group  Nodes and folders will vary according to installed plug-ins  Can also be accessed by right clicking in the project space  If the Components panel is not visible, use the View button > Components to show the Components Tree

25 © 2007 InforSense Ltd.25 Task Manager  Provides you with the means to control and track the execution of your tasks on the InforSense server  Right click on an hourglass icon to halt a running task  If the Tasks panel is not visible, use the View button > Tasks to show the Task Manager Successfully completed task Halted Task Task in Process

26 © 2007 InforSense Ltd.26 Work/Project Panel  Where you visually compose, edit and execute data analysis tasks, represented as workflows  Acts as a launch pad for invoking the execution of data-analysis procedures and the different data and model browsers/visualizers

27 © 2007 InforSense Ltd.27 Node Editor  Provides different tabbed panes of information about a selected node in the current Project panel depending on the type of node that is selected  Parameters, Input, Output, Notes, History, Interaction, Cache, User Customization  Toggle between these tabs by clicking on the tab buttons at the top of the properties editor panel  Use the View Button to restore any tabs that have been previously closed

28 © 2007 InforSense Ltd.28 Parameters Tab of the Node Editor  Most important tab in the Node Editor  Inspects, sets, edits and stores the values of the parameters for the different data tables and component nodes in a Project panel

29 © 2007 InforSense Ltd.29 Node Editor (Input/Output Tabs)  Provide information about the input and output metadata of a node

30 © 2007 InforSense Ltd.30 Node Editor (Cache Tab)  Once a node has been executed, the results are cached so that they don’t need to be re-executed, unless parameters have been changed  Clicking on the Build cache button executes the workflow up to the selected node

31 © 2007 InforSense Ltd.31 Node Editor (History and Notes)  Provides the history of the changes made to the parameters of a node  Allows the workflow builder to insert any comments or notes for future reference

32 © 2007 InforSense Ltd.32 Node Editor (Interaction)  Allows the workflow builder to require a user to enter a parameter value when the workflow is being executed  The workflow will pause when it gets to that point until the user enters the value

33 © 2007 InforSense Ltd.33 Navigator View  The Navigator panel provides an overview of the entire active project and can also be used for quick navigation of the project  If the Navigator Panel is not visible, select View > Navigator or press Ctrl+4

34 © 2007 InforSense Ltd.34 Customizing the Panels in the KDE Client  Resize the panels by dragging the double headed arrows between panels  Hide/Expand panels by clicking on the triangle icons  Close unwanted tabs  Tabs can also be dragged to split panes

35 © 2007 InforSense Ltd.35 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

36 © 2007 InforSense Ltd.36 Importing Tables  Basic units of data in the system  Stored on the server  Consist of named, typed columns  Main column data types supported are Integer, Double continuous numeric, String, Dates, Vector  Can be loaded from:  Clipboard  Text Files (csv)  Excel files  Database (discussed in later section)

37 © 2007 InforSense Ltd.37 Import Tables with the Table Import Wizard The Table Import Wizard can be invoked either:  From the File menu  Through the Table node

38 © 2007 InforSense Ltd.38 Table Wizard from the File Menu  Launch the wizard from: File Import Table from File or Clipboard

39 © 2007 InforSense Ltd.39 Table Import Wizard: Step 1 1.Select appropriate Import Data Source (For this example, use Text File) 2.Click Next 1 2

40 © 2007 InforSense Ltd.40 Table Import Wizard: Step 2 1.Select the table file to be imported from the appropriate path 2.Select appropriate delimiters depending on the file type 3.Select appropriate File Format 4.Click Next

41 © 2007 InforSense Ltd.41 Table Import Wizard: Step 3 1.Edit the data if needed in the Data Column settings panel 2.Select an appropriate Action for missing item 3.Select an appropriate Action for mismatched type 4.Click Next

42 © 2007 InforSense Ltd.42 Table Import Wizard: Step 4  Click Next

43 © 2007 InforSense Ltd.43 Table Import Wizard: Step 5  The Wizard imports the specified table and opens a Save Table Window  Click Finish

44 © 2007 InforSense Ltd.44 Table Import Wizard: Step 6  Save the table to the userspace in a folder giving appropriate name  Click Save to save the imported table for further use

45 © 2007 InforSense Ltd.45 Table Import Wizard: Step 7  To view the table, drag the saved table onto the Project panel  Right click on the table >Tools >Table Editor

46 © 2007 InforSense Ltd.46 Importing Non-Table Files  Non-Tabular data can also be imported into the Userspace using File > Import > Other File  No Wizard – just identify the userspace location and name  Useful for xml, sd, mol files, etc.  These alternative formats typically need an extra node to convert the format to a table added to the workflow

47 © 2007 InforSense Ltd.47  Although many data tables come from files, another common source is databases  Your InforSense administrator should have already configured the appropriate database connections to the KDE Server  If you are allowed access, you will also need to set up a database bookmark in the KDE client in order to access your database tables  Once the database bookmark is created you will be able to drag and drop database tables directly into a workflow and connect them to nodes for processing  There is no limit to the number of db bookmarks you can have Importing Tables from Databases

48 © 2007 InforSense Ltd.48 Create a Database Bookmark A database bookmark can be created in multiple ways:  Use the File Menu > New > Database Bookmark  Drag and drop the Database Bookmark node from the Components Tree into the project  Right Click in the Project panel. Select Import-Export > Database Bookmark to insert the Database Bookmark node into the Project panel

49 © 2007 InforSense Ltd.49  Enter the appropriate settings in the Database Bookmark Manager (if starting from the File Menu) or the Node Editor (if using the Database Bookmark node)  Click Test Database Connection  Check if Database is contacted successfully  If connection is successful, hit the Save button Connecting the Database Bookmark

50 © 2007 InforSense Ltd.50  You will be prompted to choose the location in the userspace to store the database  Once saved, refresh the userspace from Resources menu to view the saved database in the userspace  Open the database schema up to find tables that can be dragged and dropped into workflows Database Bookmark in the Userspace

51 © 2007 InforSense Ltd.51 In Database vs. KDE Server Processing  KDE processes of database tables can be done either on the KDE server (using standard KDE nodes) or within the database server (using a special set of IOE or RBDMS nodes, if licensed)  Processing data within the database server is generally more efficient  For best results, avoid many transfers of data between the KDE server and the database server  For the purposes of generality, this course will focus on nodes used only on the KDE server

52 © 2007 InforSense Ltd.52 Reading and Writing to Databases  Data tables from databases can directly read the source data  As KDE executes nodes on the KDE server, temporary tables with modified data will be stored on the KDE server  These temporary tables are NOT written back to the database to modify the original data except for the following nodes:  Table Data Manipulation  SQL  Export to Database  Oracle Table DML  Oracle Table Materialization

53 © 2007 InforSense Ltd.53 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

54 © 2007 InforSense Ltd.54 Open a New Project  Select File > New > Project OR  Click icon to open a new project  A blank Project page will appear in the Project Panel

55 © 2007 InforSense Ltd.55 Drag and Drop Tables and Nodes  Use the cursor to highlight an item from the Components Tree or Userspace  Drag the item into the project panel

56 © 2007 InforSense Ltd.56 Connecting Nodes  The direction of arrows connecting the nodes indicates the logical flow of data during analysis  To connect nodes:  Use the cursor to highlight the output port of the node or table  Left mouse click to view a connector arrow  Drag the connector arrow to the input port of the next node (all nodes eligible to be connected will be highlighted green)  Left mouse click on the desired node to save the connection  If a node has input requirements that are not satisfied, KDE will not allow the connection to be made

57 © 2007 InforSense Ltd.57  To disconnect nodes, right click on the connecting arrow (which will be highlighted in green)  Click Disconnect OR  Right click on the first node  Click Disconnect Disconnecting Nodes

58 © 2007 InforSense Ltd.58 Connecting Nodes via the Contextual Menus As an alternative to dropping several nodes into the workflow and connecting them afterwards, you can:  Right mouse click on a selected node  Choose Connect from the Contextual Menu  Right click again to view the folders/nodes in the Components Tree  Select the desired node to be inserted into the workflow. It will automatically be connected to the selected node

59 © 2007 InforSense Ltd.59  Once the node connections are made in the workflow, each node should be checked to verify that the parameter values are set as desired  Click on each node in the workflow to select it  For each node, check the parameters tab in the Node Editor and enter or edit any required values  If a parameter value is missing or can not be run, error messages will appear at the bottom of the window Customizing Node Parameters

60 © 2007 InforSense Ltd.60 Executing a Workflow  Once the workflow is constructed, you need to execute it in order to make the desired transformations  You can execute the entire workflow automatically by executing the last node in the line or you can execute just part of a workflow by executing an intermediate  Right click on the node and select Execute OR select node and hit green arrow in toolbar  You will be prompted for a location in the Userspace to store the results

61 © 2007 InforSense Ltd.61 During Workflow Execution  During execution the node in progress shows an hourglass icon to indicate the progress of execution  Completed nodes may have a green circle with a checkmark or have ‘[Cached]’ underneath  Workflow will continue to execute on the server, even if the client logs out  The Task Manager in the Resources panel displays the current status of the workflow being executed

62 © 2007 InforSense Ltd.62 After Workflow Execution  The saved table from the workflow execution can be seen in the Userspace  KDE usually automatically adds an icon to the Project Panel with a dashed line

63 © 2007 InforSense Ltd.63 Workflow Execution Symbols  Red circle with exclamation = An invalid parameter is set; workflow will not run until a valid value is entered  Double yellow lines = Workflow pauses during execution for user to enter parameter value while the workflow is being run  Green circle with checkmark = Node or table successfully run  Yellow triangle with exclamation = Build cache before proceeding; workflow needs to be executed to this point since the metadata is required for the next connected node

64 © 2007 InforSense Ltd.64 Re-Executing Workflows  For each node that is executed (either explicitly or as an intermediate), a temporary table is generated and stored as a Cache  When a workflow is re-executed, these temporary cache tables will be used for faster performance  If parameters are changed and you need to recalculate the tables, be sure to clear the cache (either from the contextual menu or the Cache tab in the Node Editor

65 © 2007 InforSense Ltd.65 Visualization Tools  KDE supports a number of powerful visualization tools to interactively view data  The tools that are visible in the contextual menu depend on the data type and the products licensed  Selecting a visualization tool will automatically execute the workflow up to that node, but does NOT store the table in the Userspace  To run a tool:  Select the node and output port  Right click on the node >Tools > Visualization tool

66 © 2007 InforSense Ltd.66 Another Way to Access Visualization Tools  Alternatively we can select a visualization tool from the menu bar (eye icon)  Click Tools and select a visualization tool

67 © 2007 InforSense Ltd.67 Common Visualization Tools  Table Editor: Part of KDE Core, views the data in an Excel-like table  Text Viewer: Part of KDE Core, views the data in free text format  Interactive Browser: Part of KDE Core, user can construct interactive plots with the data  Classification Studio: Part of KDE Analytics, user can interactively build classification models with the data  Clustering Studio: Part of KDE Analytics, user can interactively build clustering models with the data  Spotfire DecisionSite: Requires Spotfire license, user can construct interactive plots with the data  ChemStudio: Part of ChemSense, user can construct interactive plots with the data and run services

68 © 2007 InforSense Ltd.68 Table Editor can View (but not Edit) the Data  Table Editor Tab is used to view values in a table  Cell contents cannot be modified  Can click on node icons along top to run common pre-processing operations interactively

69 © 2007 InforSense Ltd.69 Table Editor Calculates Statistical Summary  Select a Calculate Button to generate statistics for a corresponding column  Provides quick statistical summary  Useful for identifying missing values and data spread

70 © 2007 InforSense Ltd.70 Saving a Workflow to the UserSpace  Workflow projects can be shared with other users if they are saved to the userspace  To save a workflow, select File > Save or Save as…  This opens a Save Project window

71 © 2007 InforSense Ltd.71 Choose the Location and Project Name 1.Select an appropriate folder where the workflow is to be saved 2.Give an appropriate name to the workflow 3.Click Save 3 2 1

72 © 2007 InforSense Ltd.72 Managing the Userspace  It is helpful to organize related tables and models into a folder with the workflow itself  Right click on a folder and select New > Folder to add a folder  Folders, projects, tables, etc. can be dragged and dropped into folders in the userspace  Right click on an item and select Rename to change a project to a descriptive name  Folders, projects, tables, etc. can be sorted in the userspace

73 © 2007 InforSense Ltd.73 Opening a Previously Saved Project  Right click on the project icon in the userspace and select Open OR  Double right mouse click on the project in the userspace to automatically launch  Workflow should now be viewable in the Project Panel on the right

74 © 2007 InforSense Ltd.74 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

75 © 2007 InforSense Ltd.75 Login to the Discovery Portal  Default account is demo/demo  Hit the ‘Login’ button to view the portal Ask your administrator for the web address - it is usually :port number/kweb

76 © 2007 InforSense Ltd.76 KDE Discovery Portal Home Page  Use the menu bars to access functionality  Admin menu only visible if you are logged in as an administrator

77 © 2007 InforSense Ltd.77 Can View Projects with the Userspace Menu  Displays projects and database bookmarks  Can drill down to get full execution details  Can organize (delete/rename/move/etc.) userspace from here

78 © 2007 InforSense Ltd.78 Can View or Kill Tasks in the Task Manager  Displays current and finished tasks  Can halt current tasks from the portal

79 © 2007 InforSense Ltd.79 Using Deployed Workflows  Many end users will only work with workflows through services on the portal  Click on the ‘Browse Services’ option under the Services menu to view the available services

80 © 2007 InforSense Ltd.80 View Available Deployed Workflows  Click on a link to load the appropriate service page  A service is a workflow that displays a set of parameters that can be modified and the results when the workflow is executed

81 © 2007 InforSense Ltd.81 An Example Portal Service Parameters to Set Run buttons to execute parts of the workflow

82 © 2007 InforSense Ltd.82 Viewing the Results of an Example Portal Service  Depending on the configuration of the service, a link is displayed when the execution is completed  Click on the link to view the results

83 © 2007 InforSense Ltd.83 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

84 © 2007 InforSense Ltd.84 Introduction to Deployment This section will be broken into four main subsections:  Overview of Workflow Deployment  Using the Promotion Wizard to expose parameters, inputs, and outputs to end users  Using the Publishing Wizard to deploy a workflow  Using deployed workflows in the Portal

85 © 2007 InforSense Ltd.85 Results generated from this node output Concept of Workflow Deployment Workflow Deployment allows users to encapsulate and expose the functionality of a workflow by:  Specifying which parameters should be editable in the workflow  Specifying which nodes in the workflow should results be generated from Results generated from this node output Columns to delete editable Use table subset editable

86 © 2007 InforSense Ltd.86 Workflow Deployment Panel  Workflows are deployed using the Workflow Deployment panel  If the Workflow Deployment panel is not displayed, use arrow keys to open window or use View button to toggle off Actions display

87 © 2007 InforSense Ltd.87 Example Workflow to Deploy  Decide what parameters, inputs, or outputs to expose to end users  For our example workflow, we will promote the following items: 1.Use Sample parameter from the input table node 2.Table output from the Filter node 3.Columns parameter from the Delete node 4.Table output from the Delete node Table output port Columns parameter Use sample parameter Table output port

88 © 2007 InforSense Ltd.88 Promoting a Parameter: Step Select the Table node (to publish the ‘Use Sample’ parameter) 2.Invoke the Promotion Wizard from the Workflow Deployment panel by clicking on the ‘Promote’ button OR right click on the node icon and select ‘Promote to Workflow’ 2

89 © 2007 InforSense Ltd.89 Promoting a Parameter: Step 2 1.Select ‘Parameter’ as the item to promote 2.Click the ‘Next’ button to continue 1 2

90 © 2007 InforSense Ltd.90 Promoting a Parameter: Step 3 1.Select the ‘Use Sample’ parameter to promote 2.Click the ‘Next’ button to continue 1 2

91 © 2007 InforSense Ltd.91 Promoting a Parameter: Step 4 1.Enable the Value checkbox for the ‘Use Sample’ parameter 2.Click the ‘Next’ button to continue 1 2

92 © 2007 InforSense Ltd.92 Promoting a Parameter: Step 5 1.Enter an appropriate parameter name and description (these will be displayed in the Portal later, so it is a good idea to rename in that context) 2.Click the ‘Next’ button to continue 1 2

93 © 2007 InforSense Ltd.93 Promoting a Parameter: Step 6 1.Review the promotion settings 2.Click the ‘Finish’ button to exit 2 1

94 © 2007 InforSense Ltd.94 Promoted Parameter is in the Parameters Tab  Promoted parameter appears in the Parameters tab of the Workflow Deployment panel  Repeat the same procedure for the ‘Columns’ parameter in the Delete node

95 © 2007 InforSense Ltd.95 Promoting an Output: Step Select the Filter node (to publish the Table output) 2.Invoke the Promotion Wizard from the Workflow Deployment panel as before

96 © 2007 InforSense Ltd.96 Promoting an Output: Step 2 1.Select the ‘Output port’ as the item to promote 2.Click the ‘Next’ button to continue 1 2

97 © 2007 InforSense Ltd.97 Promoting an Output: Step 3 1.Select the ‘Passed’ output as the port to promote 2.Click the ‘Next’ button to continue 1 2

98 © 2007 InforSense Ltd.98 Promoting an Output: Step 4  Accept the Associated Parameters default settings  Click the ‘Next’ button to continue

99 © 2007 InforSense Ltd.99 Promoting an Output: Step 5  Enter an appropriate Port name and description (these will be displayed in the Portal later, so it is a good idea to rename in that context)  Click the ‘Next’ button to continue 1 2

100 © 2007 InforSense Ltd.100 Promoting an Output: Step 6  Accept the Connection Type default settings  Click the ‘Next’ button to continue

101 © 2007 InforSense Ltd.101 Promoting an Output: Step 7 1.Review the promotion settings 2.Click the ‘Finish’ button to exit 1 2

102 © 2007 InforSense Ltd.102 Promoted Output is in the Outputs Tab  Promoted output port appears in Outputs tab of the Workflow Deployment Panel  The output port on the node icon is now highlighted yellow  Repeat the same procedure to promote the output table for the Delete node

103 © 2007 InforSense Ltd.103 How to Edit Promoted Items: Step 1 1.Select the promoted item to edit in the Workflow Deployment panel 2.Launch the editor by clicking on the ‘Edit’ button 1 2

104 © 2007 InforSense Ltd.104 How to Edit Promoted Items: Step 2 1.Edit the appropriate promotion details 2.Click on the ‘OK’ button to commit changes and exit 1 2

105 © 2007 InforSense Ltd.105 Adding a Deployed Workflow Description  It is possible to provide a description for the deployed workflow in the Description tab  This description will be displayed in the portal

106 © 2007 InforSense Ltd.106 Publishing a Workflow Externally: Step 1  By default, deployed workflows are only available for use within the KDE client  In order to make any deployed workflow available to any external consumers (such as the portal), it needs to be published  Click on the Publishing Wizard button to publish the workflow Note: The Publishing Wizard button is only visible for users who belong to the is-deploy role

107 © 2007 InforSense Ltd.107 Publishing a Workflow Externally: Step 2 1.Select the checkbox to publish the workflow to external consumers (Deselecting this checkbox will remove a published workflow from the portal) 2.Click on the ‘Next’ button to continue 1 2

108 © 2007 InforSense Ltd.108 Publishing a Workflow Externally: Step 3  Define how the deployed service is laid out in the Portal  The simplest way define a layout is to use the default pre-defined layout template  The default template aligns the promoted parameters and outputs vertically in the page according to the promotion order. The results are loaded in a separate new window  Click the Finish button to exit 1 3 2

109 © 2007 InforSense Ltd.109  Set the exposed parameters and hit the Results buttons to execute the workflow View the Service in the Portal

110 © 2007 InforSense Ltd.110 Run the Workflow from the Portal  Click on the link to view the output table

111 © 2007 InforSense Ltd.111  Results in the execution output window of the Default layout Output Table Displayed in the Portal

112 © 2007 InforSense Ltd.112 Agenda  KDE Introduction  What are workflows, nodes, and other terms  InforSense KDE Client (GUI tour)  Importing Data Sources  Building and Executing a Simple Workflow  InforSense KDE Portal  Introduction to Deployment  Case Study Exercise

113 © 2007 InforSense Ltd.113 Thanks Inforsense China 上海市钦州路 100 号 Telephone: FAX: URL:


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