Presentation template for general use
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Transcript Presentation template for general use
InforSense KDE User Training
Introduction to InforSense KDE and Building Workflows
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
© 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
© 2007 InforSense Ltd.
3
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
© 2007 InforSense Ltd.
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What is the basic KDE Architecture?
Plugins =
product
extensions
KDE Client
(Build Workflows)
KDE Core
KDE Server
KDE Client
(View Portal)
© 2007 InforSense Ltd.
Relational
Databases
3rd Party
Applications
KDE Client
(Analytics Tools)
5
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
9
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
Result Data N
Imported Data
Execution 1
© 2007 InforSense Ltd.
Operation 2
Operation 1
Result
Data 1
Operation n
Result
Data 2
Execution N
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
Output
Ports
Parameters
12
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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)
Ask your administrator for the
web address - it is usually
<ServerIPaddress>:port
number/kweb
From a desktop icon or item in your Start menu
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Client Interface - Overview
Context
Sensitive
Toolbar
Navigator
View
Resources
Panel
Project
Panel
Userspace
Components
Node Editor
Task Manager
The client interface is where you construct workflows
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Context Sensitive Toolbar
No
Icon
Many icons are standard software icons
List of icons specific to KDE are below:
Shortcut to
No
01
Search
05
Node Help
02
Mount Userspace
06
Main help
03
Unmount Userspace
07
Execute
04
Refresh
08
Available tools
© 2007 InforSense Ltd.
Icon
Shortcut to
20
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Common Userspace Icons
User’s Private Folder
Shared Folder
Workflow Project
Data Table
Database Bookmark
Folder
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Task Manager
Successfully
completed task
Halted Task
Task in Process
© 2007 InforSense Ltd.
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
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Node Editor (Input/Output Tabs)
Provide information about the input and output
metadata of a node
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Node Editor (History and Notes)
Provides the history
of the changes made
to the parameters of
a node
© 2007 InforSense Ltd.
Allows the workflow
builder to insert any
comments or notes
for future reference
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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)
© 2007 InforSense Ltd.
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Import Tables with the Table Import Wizard
The Table Import Wizard can be invoked either:
From the File menu
Through the Table node
© 2007 InforSense Ltd.
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Table Wizard from the File Menu
Launch the
wizard from:
File
Import
Table from
File or
Clipboard
© 2007 InforSense Ltd.
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Table Import Wizard: Step 1
1
1. Select appropriate
Import Data Source
(For this example,
use Text File)
2. Click Next
2
© 2007 InforSense Ltd.
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Table Import Wizard: Step 2
1
2
3
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
4
© 2007 InforSense Ltd.
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Table Import Wizard: Step 3
1. Edit the data if needed
in the Data Column
settings panel
1
2. Select an appropriate
Action for missing item
2
3
3. Select an appropriate
Action for mismatched
type
4. Click Next
4
© 2007 InforSense Ltd.
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Table Import Wizard: Step 4
Click Next
© 2007 InforSense Ltd.
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Table Import Wizard: Step 5
The Wizard
imports the
specified table
and opens a
Save Table
Window
Click Finish
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Importing Tables from Databases
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Connecting the Database Bookmark
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
© 2007 InforSense Ltd.
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Database Bookmark in the Userspace
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
53
Open a New Project
Select File > New > Project
OR
Click
project
icon to open a new
A blank Project page will
appear in the Project Panel
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Disconnecting Nodes
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Customizing Node Parameters
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Workflow Execution Symbols
© 2007 InforSense Ltd.
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
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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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
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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
© 2007 InforSense Ltd.
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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
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Choose the Location and Project Name
1. Select an appropriate
folder where the
workflow is to be
saved
1
2. Give an appropriate
name to the workflow
2
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3. Click Save
71
Managing the Userspace
© 2007 InforSense Ltd.
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
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Opening a Previously Saved Project
Right click on the project icon
in the userspace and select
Open
OR
© 2007 InforSense Ltd.
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
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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
© 2007 InforSense Ltd.
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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 <ServerIPaddress>:port number/kweb
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KDE Discovery Portal Home Page
Use the menu bars to access functionality
Admin menu only visible if you are logged
in as an administrator
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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
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Can View or Kill Tasks in the Task Manager
Displays current and finished tasks
Can halt current tasks from the portal
© 2007 InforSense Ltd.
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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
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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
© 2007 InforSense Ltd.
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An Example Portal Service
Parameters to Set
Run buttons to execute
parts of the workflow
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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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
83
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
© 2007 InforSense Ltd.
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Concept of Workflow Deployment
Use table subset editable
Results generated from this node output
Columns to delete editable
Results generated from this node output
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
© 2007 InforSense Ltd.
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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
© 2007 InforSense Ltd.
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Example Workflow to Deploy
Use sample parameter
Table output port
Columns parameter
Table output port
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
© 2007 InforSense Ltd.
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Promoting a Parameter: Step 1
2
1
2
1. 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’
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Promoting a Parameter: Step 2
1
2
1. Select ‘Parameter’ as the item to promote
2. Click the ‘Next’ button to continue
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Promoting a Parameter: Step 3
1
2
1. Select the ‘Use Sample’ parameter to promote
2. Click the ‘Next’ button to continue
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Promoting a Parameter: Step 4
1
2
1. Enable the Value checkbox for the ‘Use Sample’
parameter
2. Click the ‘Next’ button to continue
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Promoting a Parameter: Step 5
1
2
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
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Promoting a Parameter: Step 6
1
2
1. Review the promotion settings
2. Click the ‘Finish’ button to exit
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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
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Promoting an Output: Step 1
1
2
1. Select the Filter node (to publish the Table output)
2. Invoke the Promotion Wizard from the Workflow
Deployment panel as before
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Promoting an Output: Step 2
1
2
1. Select the ‘Output port’ as the item to promote
2. Click the ‘Next’ button to continue
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Promoting an Output: Step 3
1
2
1. Select the ‘Passed’ output as the port to promote
2. Click the ‘Next’ button to continue
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Promoting an Output: Step 4
Accept the Associated Parameters default settings
Click the ‘Next’ button to continue
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Promoting an Output: Step 5
1
2
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
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Promoting an Output: Step 6
Accept the Connection Type default settings
Click the ‘Next’ button to continue
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Promoting an Output: Step 7
1
2
1. Review the promotion settings
2. Click the ‘Finish’ button to exit
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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
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How to Edit Promoted Items: Step 1
1
2
1. Select the promoted item to edit in the Workflow
Deployment panel
2. Launch the editor by clicking on the ‘Edit’ button
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How to Edit Promoted Items: Step 2
1. Edit the
appropriate
promotion
details
1
2. Click on the
‘OK’ button
to commit
changes
and exit
2
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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
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Publishing a Workflow Externally: Step 1
Note: The Publishing Wizard button is only visible
for users who belong to the is-deploy role
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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
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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
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Publishing a Workflow Externally: Step 3
1
2
3
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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
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View the Service in the Portal
Set the exposed parameters and hit the Results
buttons to execute the workflow
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Run the Workflow from the Portal
Click on the link to view the output table
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Output Table Displayed in the Portal
Results in the execution output window of the
Default layout
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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
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Thanks
Inforsense China
上海市钦州路100号
210235
Telephone: +86 21 6436 3311
FAX:+86 21 5406 5058
URL: http://www.inforsense.cn
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