ANA-305 | OPENTEXT ENTERPRISE WORLD 16’

Customizing OpenText Analytics for SaaS Operation

Willie Liao

Team Lead, Analytics and Big Data

willie.liao@jobvite-inc.com

Agenda

| OpenText EW’16

Who is Jobvite

Home-grown reporting solution

OpenText Actuate Analytics Project

Challenges & Solution

Next Steps

Who is Jobvite

| OpenText EW’16

• Software as a Service (SaaS) recruiting platform

• ~1600 customers

• ~ 2 Million jobs hosted

• ~ 55 Million application

Before OpenText: .NET Reporting

| OpenText EW’16

• Home-grown reporting solution built in .NET

• Query transactional DB (MSSQL, MySQL, Mongo) directly

• Not scalable

• AWS hosting cost is high

OpenText Analytics Project

| OpenText EW’16

• Project started in 2013

• GA May 2015

• Using Actuate iServer version 11 service pack 4 fix 3

• Run against Redshift data warehouse

• Reporting only solution (Interactive Viewer)

Current Reporting Usage

| OpenText EW’16

• ~500 daily unique users

• ~5,000 monthly unique users

• ~20,000 monthly ad-hoc report generation

• ~30,000 monthly scheduled report delivery

Demo – OpenText Actuate in Jobvite

| OpenText EW’16

Challenge: Data Isolation

| OpenText EW’16

• All Customers data is in a single table

• Some roles should not have access to certain fields

• Ex. Job

job_id company_id job_title job_sent_date

112345 89 Lead Development Representative 2016-06-16 12:35:01

112346 89 Northeast Enterprise Sales Manager 2016-06-16 12:35:15

112347 153 Front-End Developer II 2016-06-16 12:37:05

112348 4105 iOS Mobile App Lead Engineer 2016-06-16 12:37:07

112349 153 Recruiting Coordinator 2016-06-16 12:37:42

112350 153 Manager, Analytics 2016-06-16 12:37:44

job_bonus

2000

Solution: Event Handlers

| OpenText EW’16

• We use custom SQL as Data Set

• SELECT job_id, job_title, job_sent_date, job_bonus FROM job WHERE company_id = ?

• Event Handlers

1. Check logged-in user’s company_id (e.g. 153)

2. Replace ‘?’ with 153

3. Remove job_bonus as logged in user does not have access to ‘Bonus’ field

Challenge: Report Isolation

| OpenText EW’16

• All Customers hitting the same Actuate instance

• All Customers should see a common set of pre-built reports (Library Reports)

• In addition, each user should see:

• Custom Reports she/he created

• Customer Reports other users in the same company shared with her/him

Solution: Custom List Page & IDAPI

| OpenText EW’16

• Custom List Page

• “Library” section list all reports in ”/reports” folder on server which everyone has read access

Solution: Custom List Page & IDAPI

| OpenText EW’16

• Custom List Page

• “Library” section list all reports in ”/reports” folder on server which everyone has read access

• Each company has a separate folder in /Home and “My Report” section list all reports in company folder which user has ACL to.

Challenge: SaaS authentication

| OpenText EW’16

• Customer authenticate through our DB

• We do not use LDAP for SaaS operation

• Role-based security

Solution: Information Delivery API (IDAPI)& Reporting Server Security Extension (RSSE)

| OpenText EW’16

(JV) REPORTING SERVICE

ACTUATE ISERVER

(JV) AUTHENTICATION

SERVICE

RSSE Client

IDAPI Call – Authenticate()

RSSE Calls

Authenticate()

DoesUserExist()

DoesRoleExist()

getUserProperties()

Challenge: Integration with Jobvite GUI

| OpenText EW’16

Solution: JSAPI & iPortal Security Adapter

| OpenText EW’16

BROWSERACTUATE

INFORMATION PORTAL

(JV) AUTHENTICATION

SERVIC

Security Adapter

JSAPI authenticate()

(JV) REST API

Next Steps

| OpenText EW’16

• Looking forward to migrate to latest Information Hub (iHub)

• Looking forward to have self-service report and dashboard

Q&A

| OpenText EW’16