Can SharePoint be used as out of the box BPM tool ? - sharepoint-2010

Can SharePoint be used as out of the box BPM tool ? if it can, what are the limitation ?
I have come across 3rd party tools like K2 which does the job but want to know if sharepoint can do it on its own ?
Thanks

Sharepoint is much more of a "Document Mangement" or "ECM" tool, in my opinion. But in the interest of full disclosure I've worked for over 10 years with tools specifically designed to solve BPM problems.
IMO, if you are doing true BPM and not Case / Document management you need a tool that supports Business Process Modeling Notation (BPMN). To my knowledge Sharepoint does not do that.
For relatively simple "processes" where some or all of the following are true, you can certainly use Sharepoint. In effect I think you would be doing more Case management and not true BPM.
You don't require a system to enforce the order of the activities.
The participants are empowered to determine which steps are required / optional.
The results of previous steps don't change what the next steps are, or, if they do, it really requires a human to decide those steps, not the system.
There are few if any integrations to other IT systems.
Tracking of process throughput isn't a top requirement.
Again, this is all from the perspective of a person that has used BPM focused tools for 10+ years, so my expectations of a BPM system maybe different from someone new to the space.

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RPA Vs Traditional Automation Tools [closed]

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I am Test Automation engineer and recently got opportunity to explore RPA tool blueprism. After exploring I found it similar to UI automation tools supporting various technologies. Can anyone tell me what value RPA adds compare to traditional tools. I was interested to see how it can use 'intelligence' but couldn't find any feature.
Can expert in this forum help me understand what RPA can do which traditional tool can not do ?
I see similar questions but they do not give any answers I am looking for.
Thanks,
Nilesh
The technological challenges of RPA and automation tools are quite similar. RPA and testing products differ in their user experience and reporting. While testing tools often offer features to assess risk or create testing data, RPA tools have bigger focus on bot creation and user data storage.
The main difference between the two very similar techniques Test (Process) Automation and Robotic Process Automation is the Goal. Almost all the points contained in the previous posts are, in my modest opinion, consequences of the goal of both techniques:
With a Test (Process) Automation tool you want to test an application or system under test. I.e.: Want to find bugs or to prove that the quality of the application has reached a certain level. The Test Process Automation will in general run in a test environment. If something goes wrong with your test automation code or tool breaking completely down the test environment, it is not that bad: You can reset the environment and have not hurt anyone.
With a RPA tool you want to implement a real life business process. The robot works in a productive environment. If something goes wrong you may really hurt someone, i.e. damage productive data or environment. The robot does the work of a user, not just simulates it. Therefore, the robot must be "save". It must also be possible to understand what the robot exactly did with the job it got.
I hope, this help to clarify.
PS: I include the word "Process" in the context of testing, because initializing or resetting a test environment, providing secondary data, booting a system under test, running a test, collecting results, comparing actual with expected results, creating reports for test management or DevOps is usually a process you automate using some kind of "Test Process Automation" not just Test Automation.
on a less official and serious note, RPA is a marketing term for a Test Automation Robot pumped up with some kind of a Workflow Editor and some remoting Technologies
We were using standard Test Automation Robots(UFT, Selenium etc) to do some RPA with the backlash that the automated workflow was rather coded than visualized and we had to have some effort invested into the infrastructure to support scaling. (launching them en-masse and automatically)
What does it solve?
- As mentioned above, visualising worfklows and scaling - although here it has limitations
What are the weak points?
The Test Automation Robot wrapped inside the RPA can be very limited - in many cases they are less mature than state of the art TA Robots.
The promise of record & replay and drag & drop your workflow. As always - we are not yet there
It solves a problem in a way it shouldn't be solved; The GUI is for the user the APIs are for the software (or call them robots in this case). These problems should be solved by writing integrations between systems or extending existing APIs (safer, cheaper, much more reliable etc)
RPA platforms provide you a singular place where various different type of applications can be automated.
These platforms fundamentally will try to consolidate and formalize the automation effort in an enterprise. and here the word "enterprise" is key.
for small businesses where they want to automate some task/s the intern can be asked to quickly build up something. no one cares what technology or tools were used. maybe he likes python, and someone else likes VBA. so a single task may be automated using several different technologies. no one cares as long as it works. the intern leaves and the next intern figures something new...
RPA platforms on the other hand are a larger "formal" effort that will try to automate tasks that otherwise require a lot of FTE (full time employee) count to accomplish. typical RPA use cases are repetitive tasks that humans are doing all day without using much brain. think of extracting each line item from a PO (purchase order) and putting it in an excel spreadsheet and then posting it on some internal application. now imagine a single guy doing this maybe for 100s of POs a day.
You cannot imagine how uneven the IT landscape in most of the enterprises is. old applications that were either built in house a long time ago or versions that arent being updated by the vendor any more. the bigger problem is when these applications do not have any integration points, so these RPA platforms provide the lease invasive (changes to old applications or upgrading even)
i can go on all day about RPA, do let me know if you have any follow up qns. i work for one of these RPA platforms, maybe i will be able to help.
There are many flavours of RPA.
Blueprism is not an ideal example of what modern RPA should look like, consider checking out Automation Anywhere or UiPath (both offer Community Edition you could download and try for free).
While technological differences may not be that vast (and indeed RPA vendors are now looking at test automation as a market for their products), biggest differences are in the ways the platforms are engineered, to name a few:
Security-oriented approach, RPA platform is designed to make sure it could handle important data responsibly.
Design for ease of use for non-technical people. Selenium is great but you need to know how to program to use it. UiPath requires easy drag-and-drop for the same things.
Working with unstructured data inputs, like OCR'ing documents and acting on them
ML integration, for decision making or extra capabilities. E.g. NLP stuff, sentiment analysis, helping OCR recognize new document formats etc.5. Integration with third-party like chat bots or BPM
Analytical and monitoring capabilities, to make sure that you know how long your bots take to do their work and to help them if they fail
Easy of use should not be discarded:
With RPA it's a half an hour job to receive a request by mail, take data from SAP, build pivot in Excel and upload to a website in JSON format. Could you do that in other tools? Sure! Is that as easy? Usually no.
So you could do poor man RPA with Selenium or AutoIT or bash or PowerShell, it will just be not as easy and will provide less capabilities while requiring more effort every step of the way. And if you do it properly you'll end up replicating one of the RPA platforms anyway.
Also in RPA there is usually but not always central coordination mechanism (ala Selenium Grid) to orchestrate several robots (up to 10k in UiPath case) to make sure they act in sync, have some sort of work queue, shift their workload, deploy processes to them etc. This makes all the difference for enterprise usage scenarios.
RPA and UI Automation tools have some technical features that intersect. For example;
UI Component utilization: These tools may utilize a UI screen image-based approach, OS platform frameworks (i.e. Microsoft Accessibility Frameworks), or technology-centric platforms extension (i.e Chrome or Firefox extension)
End-2-End application driving: These tools have the capabilities to drive applications to complete their duties. For example, log in to an application and get some data and shift to other legacy applications and enter data.
Screen scraping: These tools have screen scraping features to retrieve some data on screens there other techniques are not applicable.
3rd party application integration: Also these tools can integrate web services or databases to get data and use these in their application usage scenarios.
...
As you see lots of features these RPA and UI Automation tools share. But, the main concept is here not technology but application methodology. In this point of view, RPA Tools
Designed to drive real-life business flow in the production environment.
May have some cognitive power to complete human-exhibit tasks (i.e. document analysis, high OCR capability, pattern recognition)
Can work attendant and unattended
Doesn’t require any programming language knowledge. That non-technic staff can easily use and learn.
Contrast to below: for implementing complex flows, gaining scalability, achieve seamless integration to Third-Party application, and native integration of external technology into your business flows (i.e. third party microblog sentence classification A.I. library that you developed your own) Some RPA tools (Voodoo RPA) have their own Embedded Development Environment (EDE) for programmers.
Invented for doing the high-value repeatable task in 7/24 in reliable and secure manners
Enhanced workflow management, impersonation, and logging capabilities
In sum, RPA tools developed to easily implement high-volume repetitive tasks in a business environment but UI automation developed to test the application's UI and verify business rules suited for the baseline paradigm.
The main difference is a type of task we can automate using traditional
automation and RPA:
Traditional automation is mainly used to automate test cases of applications/products.
RPA is mainly used to automate business processes.
If we talk in terms of coding knowledge then traditional automation required more coding knowledge in comparison to RPA.
Traditional automation can either support desktop app automation or web app automation at a time without integration of 3rd party
tools. whereas RPA can support both web and desktop app automation.

Integrating my RESTful web app with clients' SAP installations

My company runs a couple of B2B apps (written in Rails) dealing with parts and inventory and we've been trying to figure out the best way to integrate with some of our bigger users. We already offer the REST-style API that comes with Rails, but that, of course requires an IT Department on their end to decide to integrate it, so we'd like to lower that barrier if possible.
From what we've found, most of them are on SAP systems. Now, pretty much all I know about SAP is it's 1) expensive, 2) huge, 3) and does everything and anything you could ever need for your gigantic business to run. Naturally, this is all a bit imposing, and the resources on the site are a cross between impenetrable buzz-word laden sales material, and impenetrable jargon laden advanced technical material with little for the new, but technically competent user to be able to sink his teeth into.
So what I'm wondering is: as a 3rd party, that's not running a SAP installation, is there a way for us to offer access to our site's data through a web service or other API? Is it just a matter of providing or implementing a certain WSDL (and what would that be)? Is this feasible for someone without in-depth experience with SAP? Or is this a complete non-starter?
I'd say it's not possible without someone who knows the SAP system. You probably won't need to hire someone with in-depth SAP knowledge, but at least for the initial implementation, you'll need both the knowledge and a working system you can develop against. Technically speaking, it's not really that hard, but considering the fact that SAP systems are designed to handle multiple organizations, countries, legal systems, localizations and several thousands of users simultaneously, things are bound to be a bit more complex than almost any other software around - and most of the time not even bloated, it's just easy to get lost in that kind of flexibility.
My recommendation would be to find a customer (or a prospective customer) who has someone in their IT department with the necessary technical and processual knowledge and who is interested in conducting a development project. This way, you'd get access to a real system (testing of course) and someone who can explain to you the basics of the system. But, as I said, be prepared for complexity.
vwegert makes some excellent points.
As to this part of your question:
So what I'm wondering is: as a 3rd
party, that's not running a SAP
installation, is there a way for us to
offer access to our site's data
through a web service or other API? Is
it just a matter of providing or
implementing a certain WSDL (and what
would that be)?
Technically it is possible to expose any of your system's services as web-services to a client's SAP system. In order to do this you do not need any prior knowledge of SAP. (SAP should be able to import a WSDL, although there may be some limitations in the earlier pre-ECC5 systems).
For example a service that provides meter reads, airport departure schedules, industry trends etc is not dependend of what is in the user's system or how they set it up. However as soon as there is a need to initiate updates to the client system's data is when you need access to more specialised SAP knowledge.
Also note that many SAP functions can also be exposed as web services, but generally you do need someone with SAP (ABAP) knowledge to do this.
The ABAP language is actually fairly simple, but there is a huge learning curve to understand the data model and the myriad of configurable options in SAP.

High quality alternatives to HP (Mercury) Quality Center? [closed]

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Closed 10 years ago.
I'm looking for a more developer friendly alternative to HP (Mercury) Quality Center.
I'm interested to find out what other tools developers & testers are using out there to manage their functional and regression test cases.
Feel free to take a look at our software TestRail. TestRail is a fresh and modern approach to test management (e.g., all real-time statistics and activity charts are built-in and are always visible; there's not need to run complicated reports etc.).
(source: gurock.com)
HP Quality Center is not affordable for 99% of the companies.
Testlink (http://teamst.org) is free but has a bunch of limitations and they do not provide any commercial support.
XStudio http://www.xqual.com is the only free valuable alternative and there is an optional (very cheap - ~90€/user) commercial support.
You should also look at QMetry test management tool. It's a pretty sleek tool and integrates well with several defect trackers and test automation tools. The web address http://www.qmetry.com
For a much cheaper commercial alternative SpiraTest from Inflectra seems to be becoming quite popular these days. For open source check out TestLink.
There are probably more than 20 different software applications that offer testcase repositories, testcase management and test management. These three phrases mean different things. Prices vary from downright cheap to enterprise class.
of the applications that do test management, all the tools probably do 80% of the same thing. standard rule of 80/20 applies. There are a couple applications that are better because they offer valuable functionality the others don't. (everyone will have their own features but they are not universally valuable)
buyers need to ask themselves these 10 questions:
1) if they want to be locked into a suite of products that does everything, albeit not as well, vs best of breed technologies,
2)if they want to use a product as designed by the vendor or customize the software to make it their own platform.
3) if they want out of the box flexibility to integrate with any other infrastructure or pay professional services for customizations,
4) if they want to submit a bug from the TM tool into a JIRA/Bugzilla or want a UI that allows one to do all defect activities within the TM tool which saves time to do more testing
5) if they want to rely on users to manually refresh screens to know about changes or use technology to have the changes automatically pushed to them
6) if they want customisable dashboards per project or per customer or if one size fits all
7) if they want to use past project history to predict finish dates for current projects and plan future projects vs use one's gut feel.
8) if they want to have their outsourced company manage them or if the company wants to manage their providers
9) if they are willing to force their organization to change software app year over year in the event a selection of an entry level tool is made or if one's better selecting an application they will use for years to come.
10) if they want to make a business decision to manage the testing team with accountability and visibility or let them testers choose a tool they like for their day to day use.
Ask your vendors if they have can do the above. I hope this helps
Another very good solution for a QA Management suite ist aqua. It includes like Quality Center the test, requirements and defect management but also a project management module. It is really user (and developer) friendly.
You also have the possibility to use different test tools directly from aqua to have the flexibility to select the optimal tool based on your automation needs independent from the test management.
We use it already in multiple projects and I got very good feedback from all project members (developer, tester, project manager, ...)
You can use QPack ALM of Orcanos which is the closest replacement for quality center. The price is reasonable and they also provide a free version for small teams, including test management, requirements management and defect tracking
Jack
Have a look at StoryTestIQ (STIQ), a mashup of Selenium and FitNesse. It's way more developer friendly than QC and can be used too to create "executable specifications" (for BDD style development).
Try Vienna 2 from http://www.nmqa.com/ as far as I know this is the only serious free test management tool, partenered and certified by microsoft.
It will aid you during all the test cycle.
MSVS2010 Test Proffesional/Ultimate
When comparing tools against Quality Center you should start by assessing how they (the other tools) stack up to QC's functionality. "HP Quality Center has several modules—requirements management, release and cycle management, test plan, test lab, defects management, and dashboard reporting—that are seamlessly integrated to allow for the smooth flow of information across testing stages." more of the write found here: http://h20195.www2.hp.com/V2/GetPDF.aspx/4AA0-9587ENW.pdf
So it would be best if when providing the responses above, that the contributor make the connections between the suggested replacement tool to QC, for example state that "your suggestion" has a test plan, test lab and defects management section but not the others, etc.
I have been a long time user of QC, and I would be very interested in some hard facts/findings of how another tool can perform just like or better than QC currently does. I would have to say that if anyone has in depth knowledge of one of the tools stated above AND they have also used QC for more than 1 yr then they should give their "detailed" Pros & Cons on the subject. This way more of us that are used to QC and find ourselves moving to a company that does not have/want QC can feel confident they can provide the same level of functionality of QC in some other tool.
Maybe it should be the actual Tool creator who should take the time to tell us all how they stand up next to QC's functionality.
Just my professional input.
We've used Selenium before and it's been quite good for our front end testing. We've also used the ArtOfTest WebAii tools before and it had a lot of good support for .net developers.

What is "Enterprise ready"? Can we test for it?

There are a couple of questions on Stackoverflow asking whether x (Ruby / Drupal) technology is 'enterprise ready'.
I would like to ask how is 'enterprise ready' defined.
Has anyone created their own checklist?
Does anyone have a benchmark that they test against?
"Enterprise Ready" for the most part means can we run it reliably and effectively within a large organisation.
There are several factors involved:
Is it reliable?
Can our current staff support it, or do we need specialists?
Can it fit in with our established security model?
Can deployments be done with our automated tools?
How easy is it to administer? Can the business users do it or do we need a specialist?
If it uses a database, is it our standard DB, or do we need to train up more specialists?
Depending on how important the system is to the business the following question might also apply:
Can it be made highly available?
Can it be load balanced?
Is it secure enough?
Open Source projects often do not pay enough attention to the difficulties of deploying and running software within a large organisation. e.g. Most OS projects default to MySql as the database, which is a good and sensible choice for most small projects, however, if your Enterprise has an ORACLE site license and a team of highly skilled ORACLE DBAs in place the MySql option looks distinctly unattractive.
To be short:
"Enterprise ready" means: If it crashes, the enterprises using it will possibly sue you.
Most of the time the "test", if it may really be called as such, is that some enterprise (=large business), has deployed a successful and stable product using it. So its more like saying its proven its worth on the battlefield, or something like that. In other words the framework has been used successfully, or not in the real world, you can't just follow some checklist and load tests and say its enterprise ready.
Like Robert Gould says in his answer, it's "Enterprise-ready" when it's been proven by some other huge project. I'd put it this way: if somebody out there has made millions of dollars with it and gotten written up by venture capitalist magazines as the year's (some year, not necessarily this one) hottest new thing, then it's Enterprise-ready. :)
Another way to look at the question is that a tech is Enterprise-ready when a non-tech boss or business owner won't worry about whether or not they've chosen a good platform to run their business on. In this sense Enterprise-ready is a measure of brand recognition rather than technological maturity.
Having built a couple "Enterprise" applications...
Enterprise outside of development means, that if it breaks, someone can fix it. I've worked with employers/contractors that stick with quite possibly the worst managing hosting providers, data vendors, or such because they will fix problems when they crop up, even if they crop up a lot it, and have someone to call when they break.
So to restate it another way, Enterprise software is Enterprisey because it has support options available. A simple example: jQuery isn't enterprisey while ExtJS is, because ExtJS has a corporate support structure to it. (Yes I know these two frameworks is like comparing a toolset to a factory manufactured home kit ).
As my day job is all about enterprise architecture, I believe that the word enterprise isn't nowadays about size nor scale but refers more to how a software product is sold.
For example, Ruby on Rails isn't enterprise because there is no vendor that will come into your shop and do Powerpoint presentations repeatedly for the developer community. Ruby on Rails doesn't have a sales executive that takes me out to the golf course or my favorite restaurant for lunch. Ruby on Rails also isn't deeply covered by industry analyst firms such as Gartner.
Ruby on Rails will never be considered "enterprise" until these things occur...
From my experience, "Enterprise ready" label is an indicator of the fear of managers to adopt an open-source technology, possibly balanced with a desire not to stay follower in that technology.
This may objectively argued with considerations such as support from a third party company or integration in existing development tools.
I suppose an application could be considered "enterprise ready" when it is stable enough that a large company would use it. It would also imply some level of support, so when it does inevitable break.
Wether or not something is "enterprise ready" is entirely subjective, and undefined, and rather "buzz word'y".. Basically, you can't have a test_isEnterpriseReady() - just make your application as reliable and efficient as it can be..

Enterprise Reporting Solutions [closed]

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Closed 10 years ago.
What options are there in the industry for enterprise reporting? I'm currently using SSRS 2005, and know that there is another version coming out with the new release of MSSQL.
But, it seems like it might also be a good time to investigate the market to see what else is out there.
What have you encountered? Do you like it/dislike it? Why?
Thank you.
I've used Cognos Series 7, Cognos Series 8, Crystal Reports, Business Objects XI R2 WebIntelligence, Reporting Services 2000, Reporting Services 2005, and Reporting Services 2008. Here's my feedback on what I've learned:
Reporting Services 2008/2005/2000
PROS
Cost: Cheapest enterprise business intelligence solution if you are using MS SQL Server as a back-end. You also have a best-in-class ETL solution at no additional cost if you throw in SSIS.
Most Flexible: Most flexible reporting solution I've ever used. It has always met all my business needs, particularly in its latest incarnation.
Easily Scalable: We initially used this as a departmental solution supporting about 20 users. We eventually expanded it to cover a few thousand users. Despite having a really bad quality virtual server located in a remote data center, we were able to scale to about 50-100 concurrent user requests. On good hardware at a consulting gig, I was able to scale it to a larger set of concurrent users without any issues. I've also seen implementations where multiple SSRS servers were deployed in different countries and SSIS was used to synch the data in the back-ends. This allowed for solid performance in a distributed manner at almost no additional cost.
Source Control Integration: This is CRITICAL to me when developing reports with my business intelligence teams. No other BI suite offers an out-of-box solution for this that I've ever used. Every other platform I used either required purchasing a 3rd party add-in or required you to promote reports between separate development, test, and production environments.
Analysis Services: I like the tight integration with Analysis Services between SSRS and SSIS. I've read about instances where Oracle and DB2 quotes include installing a SQL Server 2005 Analysis Services server for OLAP cubes.
Discoverability: No system has better discoverability than SSRS. There are more books, forums, articles, and code sites on SSRS than any other BI suite that I've ever used. If I needed to figuire out how to do something in SSRS, I could almost always find it with a few minutes or hours of work.
CONS
IIS Required for SSRS 2005/2000: Older versions of SSRS required installing IIS on the database server. This was not permissible from an internal controls perspective when I worked at a large bank. We eventually implemented SSRS without authorized approval from IT operations and basically asked for forgiveness later. This is not an issue in SSRS 2008 since IIS is no longer required.
Report Builder: The web-based report builder was non-existant in SSRS 2000. The web-based report builder in SSRS 2005 was difficult to use and did not have enough functionality. The web-based report builder in SSRS 2008 is definitely better, but it is still too difficult to use for most business users.
Database Bias: It works best with Microsoft SQL Server. It isn't great with Oracle, DB2, and other back-ends.
Business Objects XI WebIntelligence
PROS
Ease of Use: Easiest to use for your average non-BI end-user for developing ad hoc reports.
Database Agnostic: Definitely a good solution if you expect to use Oracle, DB2, or another database back-end.
Performant: Very fast performance since most of the page navigations are basically file-system operations instead of database-calls.
CONS
Cost: Number one problem. If I want to scale up my implementation of Business Objects from 30 users to 1000 users, then SAP will make certain to charge you a few hundred thousands of dollars. And that's just for the Business Objects licenses. Add in the fact that you will also need database server licenses, you are now talking about a very expensive system. Of course, that could be the personal justification for getting Business Objects: if you can convince management to purchase a very expensive BI system, then you can probably convince management to pay for a large BI department.
No Source Control: Lack of out-of-the-box source control integration leads to errors in accidentally modifying and deploying old report definitions by mistake. The "work-around" for this is promote reports between environments -- a process that I do NOT like to do since it slows down report development and introduces environmental differences variables.
No HTML Email Support: You cannot send an HTML email via a schedule. I regularly do this in SSRS. You can buy an expensive 3rd party add-in to do this, but you shouldn't have to spend more money for this functionality.
Model Bias: Report development requires universes -- basically a data model. That's fine for ad hoc report development, but I prefer to use stored procedures to have full control of performance. I also like to build flat tables that are then queried to avoid costly complex joins during report run-time. It is silly to have to build universes that just contain flat tables that are only used by one report. You shouldn't have to build a model just to query a table. Store procedure support is also not supported out of the box without hacking the SQL Overrides.
Poor Parameter Support: Parameter support is terrible in BOXI WebIntelligence reports. Although I like the meta-data refresh options for general business users, it just isn't robust enough when trying to setup schedules. I almost always have to clone reports and alter the filters slightly which leads to unnecessary report definition duplication. SSRS beats this hands down, particularly since you can make the value and the label have different values -- unlike BOXI.
Inadequate Report Linking Support: I wanted to store one report definition in a central folder and then create linked reports for other users. However, I quickly found out end-users needed to have full rights on the parent object to use the object in their own folder. This defeated the entire purpose of using a linked report object. Give me SSRS!
Separate CMC: Why do you have to launch another application just to manage your object security? Worse, why isn't the functionality identical between CMC and InfoSys? For example, if you want to setup a scheduled report to retry on failed attempts, then you can specify the number of retries and the retry interval in CMC. However, you can't do this in InfoSys and you can't see the information either. InfoSys allows you to setup event-driven schedules and CMC does not support this feature.
Java Version Dependency: BOXI works great on end-user machines so long as they are running the same version of java as the server. However, once a newer version of java is installed on your machine, things starts to break. We're running Java 1.5 on our BOXI R2 server (the default java client) and almost everyone in the company is on Java 1.6. If you use Java 1.6, then prompts can freeze your IE and FoxFire sessions or crash your report builder unexpectedly.
Weak Discoverability: Aside from BOB (Business Objects Board), there isn't much out there on the Internet regarding troubleshooting Business Objects problems.
Cognos Series 8
PROS
Ease of Use: Although BOXI is easier to use for writing simple reports for general business users, Cognos is a close 2nd in this area.
Database Agnostic: Like BOXI this is definitely a good solution if you expect to use Oracle, DB2, or another database back-end.
FrameWork Manager: This is definitely a best-in-class meta-data repository. BOXI's universe builder wishes it was half as good. This tool is well suited to promoting packages across Development, Test, and Production environments.
CONS
Cost: Same issue as Business Objects. Similar cost structure. Similar database licensing requirements as well.
No Source Control: Same issue as Business Objects. I'm not aware of any 3rd party tools that resolve this issue, but they might exist.
Model Bias: Same issue as Business Objects. Has better support for stored procedures in FrameWork Manager, though.
Poor Parameter Support: Same issue as Business Objects. Has better support for creating prompt-pages if you can code in Java. Buggy behavior, though, when users click the back-button to return to the prompt-page. SSRS beats this out hands-down.
Inadequate Error Handling: Error messages in Cognos are nearly impossible to decipher. They generally give you a long negative number and a stack dump as part of the error message. I don't know how many times we "resolved" these error messages by rebuilding reports from scratch. For some reason, it is pretty easy to corrupt a report definition.
No Discoverability: It is very hard to track down any answers on how to troubleshoot problems or to implement functionality in Cognos. There just isn't adequate community support in Internet facing websites for the products.
As you can guess from my answer, I believe Microsoft's BI suite is the best platform on the market. However, I must state that most articles I've read on comparisons of BI suites usually do not rate Microsoft's offering as well as SAP's Business Objects and Cognos's Series 8 products. Also, I've also seen Microsoft come out on the bottom in internal reviews of BI Suites in two separate companies after they were review by the reigning CIO's. In both instances, though, it seemed like it all boiled down to wanting to be perceived as a major department that justified a large operating budget.
I'd like to make two contributions. One is very negative (CR is rubbish) and the other is very positive (SSRS is backing store independent and available at no cost).
On a side note, if you mod an answer down then add a comment explaining why you think the answer is wrong or counterproductive, unless someone else already said the same thing. Even then, a simple "as above" would be helpful.
Crystal Reports is rubbish
Crystal Reports is an insult to the development community. Simple dialog resize bugs that would be the work of moments to fix have remained uncorrected over ten years and six major releases, so I really doubt that any attempt is ever made to address the tough stuff. Crystal Reports is profoundly untrustworthy, as this SQL demonstrates.
SELECT COUNT(*) FROM sometable WHERE 1=0
This statement produces a result of one when it should produce zero. This is a repeatable off-by-one error in the heart of the Crystal Reports SQL engine.
The support for CR is equally dismal, having been moved offshore many years ago. If you cough up $200 for a support call, an unintelligible foreigner will misunderstand your question and insult your intelligence until you give up, at which point he will - because you have chosen to give up - declare the call resolved.
If it's really this bad why is it so popular? It isn't popular. It's very un popular. It gets a toe-hold via great marketing. Management types see glossy adverts promising much, and because CR has been around so long they assume it's all true. Much like bindis (Australian prickle weed) in your lawn, once installed it's nearly impossible to get rid of it. Admitting to incompetence is a bad career move for a manager. When managers lack the technical expertise to make a decision, rather than allow a technical person to make the decision they fall back on precedent and repeat the mistakes of their peers. They also fail to realise that if they want to actually use the web delivery stuff they are up for a server licence. Also, longevity means it's easy to find people with CR experience.
For the details and a good laugh I recommend these links.
Clubbing the Crystal Dodo
Crystal Reports "Sucks"
[Crystal Reports Sucks Donkey Dork ] (dead link, still trying to find content) 3
Or just type "crystal reports sucks" into Google. For a balanced perspective, also try "crystal reports rocks". Don't worry, this won't take much of your time. There are no positive reviews outside their own marketing hype.
Now for something more positive.
SQL Reports is effectively free
You can install it at no charge as part of SQL Express with Advanced Services. You can also install .NET 2.x which brings with it ADO.NET drivers for major database providers as well as generic OLEDB and ODBC support.
Since SSRS uses ADO.NET, this means you can connect SSRS to anything to which you can connect ADO.NET, ie just about anything.
The terms of the licence applying to SSRS as supplied with SQL Express require it to be deployed and installed as part of SQL Express. They don't have anything to say about where reports get their data.
SQL Express is limited, but the accompanying SSRS has no such limitations. If your data is provided by another database engine you can support as many users as that engine is licensed to support. Don't get me wrong, at work we have dozens of licensed copies of MS SQL Server. I'm just saying that you can use SSRS against the backing store of your choice, without having to find or justify budget for it. What you will be missing is scheduling and subscription support. I speak from experience when I say that it is not profoundly difficult to write a service that fills the gap.
SSRS fulfils every promise that CR makes. Easy to use, good support for user DIY, has a schema abstraction tool conceptually similar to CR BO but which works properly, high performance, schedulable, easy to use, stable, flexible, easy to extend, can be controlled interactively or programmatically. In the 2008 edition they even support rich-formatted flow-based templates (mail merge for form letters).
It is the best reporting solution I have ever seen in twenty years of software development on platforms ranging from mainframes through minis to micros. It ticks every box I can think of and has only one profound weakness I can recall - the layout model doesn't support positioning relative to page bottom and the only workaround is positioning relative to page top on a known height page.
It does not address problems like heterogeneous data provision, but IMHO these can and should be addressed outside of the report proper. Plenty of data warehousing solutions (such as SSIS) provide tools for solving such problems, and it would be absurd to put a half-assed duplicate capability in the report engine.
Getting a sane decision out of your pointy-haired boss
Tell him you think that given its problematic history and unpopularity with developers, choosing Crystal Reports is a courageous move that marks him as a risk-taker.
Some bosses are so stupid they will think this is a good thing but with them you are doomed anyway.
Having experiences with both (CR and SSRS) here is the lowdown of what I think:
CR lets you develop a report very fast. As long as its simple. If it gets slightly complicated, it gets fishy trying to make it do what you want. Per example you are limited to a max hierarchy of 2 subreports. It gets weird when you have subreports that need parameters that must be altered in a main report, etc. Plenty of workarounds but sometime they simply suck.
Also the report layout is basically fixed; you have to put your data and info into the specific sections (Page Header/Footer,Details/Report Footer/Header). This is rather helpful as it helps you correctly display data that spans on multiple pages.
Also it has a fairly complete set of functions that can be used to manipulate financial data and etc.
SSRS is more flexible around the report editing. Its report wizard allows you to basically create a report in a WYSIWYG environnement, it allows you multiple subreports so you can easily display multiple datasets in one page. It allows you to connect .NET assemblies to do complicated data manipulation/calculation. However, it can get hard to properly display your reports in a fixed way, you often have to struggle to get everything displayed as you want it.
Crystal Reports is $$$.
SSRS, if I remember correctly is now bundled "free" in the SQL Server Enterprise edition. Of course you probably pay for it in the price of the whole package, I guess it's MS way to try and push it in corporate land.
I've been using SSRS for a while now... and coworkers who look over my shoulder say it looks to be MUCH easier to do the SSRS thing than the Crystal. I've never used Crystal, so I can't tell you which is better, but I get the distinct impression that MS tried to rush SSRS out the door.
Largest weaknesses:
Sharing Datasets. I work in a DoD environment. 90% of my reports use a Service parameter. I get sick of typing the same query over and over again.
Skinning. If you do the report wizard you can skin your report, but not if you do
it manually? huh? I can "skin"things by selecting all the affectedfields and then setting back colors,fore colors, etc. But nowhere (atleast no where I can find) can youskin something with 1 click.
No custom skinning. Report wizard/
manual, there's no where I can find
to implement a custom skin. Would
be nice to just set up something
(like CSS for HTML) and then just
link to it. Tools should help you by reducing your effort rather than add to said effort.
Matrixes need better documentation. I can do VERY simple things, but once I try to get into fun/difficult things, books/the internet seem to let me down. Tables don't have this issue.
Strengths:
Very simple for an old SQL developer to get good reports that at least look better than the drek that dumping a restlt set to Excel provides.
Custom sorting (use on most reports)
Handles SP and Straight SQL. Love that I'm not locked into 1 path or the other (I've used both depending on circumstances).
Price... once you've paid for Visual Studio/SQL Server... it's a freebie.
My 2 cents, hope this helps you.
A "pure Java" solution is i-net Clear Reports (aka i-net Crystal-Clear).
Supports Crystal Reports templates as well as any JDBC data source.
Comes with a FREE visual report designer.
Good price for what it does, especially in comparison to some of the "pricier" alternatives.
The latest version includes a web-based configuration tool as well as an ad-hoc report creation tool.
Has a .NET port (with extensive API)
There are a number of really great solutions out there for Enterprise Reporting. Within the big four (BO/Crystal, MS SRSS, Cognos, Oracle) the basic reporting functions are all covered. You really need to evaluate what core functionality is most important to you and what the pre-dominant architecture in your environment is.
The consolidation within the BI market has made the environment issue all the more relevant. If you have an Oracle enterprise, you may as well use Oracle BI. The same applies for SAP/BO, IBM/Cognos, and Microsoft. Particularly if you are making a new BI decision.
Finally, there are a number of Open Source solutions (BIRT, Jasper, Pentaho) that make sense if you are an OSS shop or if you are looking to avoid some of the licensing fees associated with the major BI players.
You should try BIRT. BIRT is open source so you can start for free. It has a nice graphical designer. You can see some videos of how easy to design BIRT reports at http://www.birt-exchange.com. The BIRT project was sponsored by Actuate Corp who offers commercial servers for deploying BIRT to the Enterprise when you need scheduling, security integration, email notifications, etc. The commercial version also mixes AJAX with the BIRT viewer for more end-user interactivity and offers ad-hoc BIRT reporting through a browser.
We are in the middle implementing Cognos right now, and I really think it's a fairly robust tool. The ETL tool seems pretty straightforward and easy to use and the front end is fairly easy to administer and set up. I don't have much experience in the framework models and the data modeling stuff, but our report designer guy really seems to like it.
One of the most comprehensive solutions is Cognos.
Dislike: You wouldn't believe how many CDs it ships in... its huge.
I'm suprised no-one has mentioned Microstrategy. We do quite a bit of datawarehouse (11TB) work and microstrategy does a great job or generating SQL so the business users can get the data without bothering us. However it is a very expensive solutuion. if you don't need ad-hoc abilities and decide on crystal i recommend lookin into their VS2005 or Eclipse plugins which are "fre for production use".
In his blog at SAP Community Website, Henry Nordstrom, has given a very good evaluation of various reporting tools available. Though he has done the same from SAP usage point of view, the facts are applicable to anything else also.
Henry's Blog on SAP Developer Network
I'm surprised nobody mentioned OpenReports with Jasper report templates. I know it's not quite enterprise level, but it's quite powerful and I think on par with Crystal Reports. I use iReport to create CR-like reports. OpenReports also supports JXLS which is very easy to use to create Excel-based reports.
http://oreports.com/
http://jasperforge.org/projects/ireport
Crystal Reports by Business Objects seems to be a popular choice.
I never wrote any reports in it myself, but others in my team who did sometimes struggled getting the more complex reports to work.
It also might be a bit pricey, depending on your budget.
If you want an enterprise-class report server that works with ANY report designer you want to use, check out Universal Report Server from VersaReports.com. Out-of-the-box it supports Crystal, DevExpress, Telerik, and ActiveReports, and provides an API if you want to support another report designer.