Difference between revisions of "Dashboard Technical Specifications"

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==Introduction==
 
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The Dolcera Dashboard is a web application for managing and organizing patents, product information, and scientific literature. This application is used for a variety of purposes including patent review/clearance, and by different enterprise users including attorneys, licensing professionals, engineers, and executives.
 
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===Use Cases===
 
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The typical use cases for the Dolcera Dashboard are as follows:
 
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# Freedom-to-practice or clearance search
 
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# Patent portfolio analysis
 
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# Competitive intelligence
 
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# Patent landscaping
 
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# Patent-to-product mapping
 
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# Patent-to-standard mapping
 
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===User Communities===
 
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The typical users of the Dolcera Dashboard include:
 
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# Patent attorneys
 
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# Patent managers
 
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# Patent searchers
 
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# Engineers, scientists and inventors
 
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# Licensing and business development professionals
 
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# Senior executives
 
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===What is the Dolcera Dashboard?===
 
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The Dolcera Dashboard is an interactive web application used to:
 
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# Organize large quantities of patent, scientific and product literature
 
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# Manage patent management and review workflows
 
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# Assist in collaboration with colleagues and partners around the world
 
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# Help technology teams, patent counsels, and key decision makers in monitoring the competitive landscaping and finding key partners
 
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===Terminology===
 
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* ''Dashboard'': The online application used to view and manage patents, product information, and scientific literature
 
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* ''Charts'': A set of graphs that can be viewed within the dashboard and exported in image or PDF formats
 
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* ''Data'':
 
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* ''Export''
 
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* ''Assignee''
 
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* ''Inventor''
 
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* ''Publication Year''
 
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* ''Application Year''
 
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* ''Priority Year''
 
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* ''Taxonomy''
 
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* ''Category Statistics''
 
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* ''Title''
 
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* ''Abstract''
 
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* ''Claims''
 
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* ''Rating''
 
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* ''Tags''
 
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* ''Granted Patent''
 
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* ''Patent Application''
 
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* ''PCT Patent''
 
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* ''EP Patent''
 
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* ''US Class''
 
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* ''IPC Class''
 
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===Workflow===
 
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In a typical use case, the dashboard is used as follows:
 
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# Log into the system [[Image:login.png|thumb|center|500px||Login screen]]
 
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# Select the dashboard (workfile)  [[Image:Dashboard_Select.png|thumb|center|500px||Select dashboard]]
 
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# Create categories (taxonomy) [[Image:Taxonomy_Add.png|thum|center|500px|Add taxonomy categories]]
 
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# Add patents [[Image:Patents_Add.png|thum|center|500px|Add patents]]
 
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# Review charts [[Image:Charts.png|thum|center|500px|Review charts]]
 
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# Review patents [[Image:Patents.png|thum|center|500px|Review patents]]
 
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# Search patents [[Image:Search.png|thum|center|500px|Search patents]]
 
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# Tag patents [[Image:Patents.png|thum|center|500px|Review patents]]
 
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# Add review notes for patents [[Image:Patents.png|thum|center|500px|Review patents]]
 
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# Export patents and analysis  [[Image:Export.png|thum|center|500px|Export patents]]
 
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==Hardware Requirements==
 
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===Server===
 
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The Dolcera Dashboard requires the following server configuration:
 
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* 64-bit server
 
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* 4-core processor with a minimum speed of 3 GHz
 
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* Ethernet card
 
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* Minimum memory configuration: 8GB DDR3 RAM
 
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* Minimum disk usage requirement: 10 TB hard disk
 
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===Network===
 
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* A continuous network connection is required between the user's device and the server
 
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* The server should ideally support a 10Mbps connection
 
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===Client Device===
 
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* The client application runs on any device that supports an Adobe Flash-enabled web browser
 
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* A desktop or laptop computer with 1GB of memory, any operating system (e.g. Windows, Linux, Mac OS) and a high-speed Internet connection will be capable of running the Dolcera Dashboard application
 
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* A 1Mbps or faster network connection to the server will be sufficient to run the application
 
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==Software Requirements==
 
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The Dolcera Dashboard application is a PHP web application that runs on the Apache web server with PHP5, and connects to a PostgreSQL or Oracle database. The client application is a Flash application running inside the web browser.
 
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===Server===
 
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* Operating system: Linux
 
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* Database: PostgreSQL 8 or higher; or Oracle 10 or higher
 
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* Web server: Apache with support for PHP5
 
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===Client===
 
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* Operating system: Windows, Linux, Mac OS (or others)
 
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* Web browser: Internet Explorer 6 or higher, Firefox, Chrome, Safari, Opera
 
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* Adobe Flash Player 10 or higher
 
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==Installation and Setup==
 
==Installation and Setup==
 
The server hardware and software installation steps are described below:
 
The server hardware and software installation steps are described below:
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#* IP address of the web application server
 
#* IP address of the web application server
 
# Run the installer as superuser (sudo)
 
# Run the installer as superuser (sudo)
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#* The installer will set up and configure the database, ensure that PHP5 is set up with the web server, install the web application, and test the connection from the web application to the database
  
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===Configuration Parameters===
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===Testing the Application===
 
Once the software installation is complete, log into the application:
 
Once the software installation is complete, log into the application:
 
URL: http://localhost/auth/
 
URL: http://localhost/auth/
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===Setting up Users===
 
===Setting up Users===
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===Best Practices===
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# Log in as the administrator (username: admin)
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# Latest database and web server patches
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# Create users and assign privileges
  
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==Using the Dashboard==
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===Setting up a New Dashboard===
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===Dashboard Layout===
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===Adding Patents===
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===Best Practices===
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==FAQ==
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# Apply the latest database and web server patches
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# Change the admin password by logging into the server http://servname/auth

Revision as of 07:19, 11 April 2012

Installation and Setup

The server hardware and software installation steps are described below:

Hardware Installation

The server landscape can be configured with the database and web application running on the same server; alternately, the two can run on different servers.

  1. Set up a server with the specifications described above
  2. Ensure the operating system has the latest updates applied to it
  3. Ensure that both the web server and the database server (if separate) are connected to the network

Software Installation

  1. Configure the Apache web server to listen on port 80 for the web application server
  2. Configure the database server with the appropriate database version (specified in the Software Requirements section)
  3. Download the Dolcera Dashboard installation package (Dolcera_Dashboard_vxxx.zip) to the server from the location provided by the Dolcera representative
  4. Unzip the folder in any directory (e.g. /tmp)
  5. Edit the following information in the config.ini file
    • IP address of the database server
    • Database administrator username and password
    • IP address of the web application server
  6. Run the installer as superuser (sudo)
    • The installer will set up and configure the database, ensure that PHP5 is set up with the web server, install the web application, and test the connection from the web application to the database

Testing the Application

Once the software installation is complete, log into the application: URL: http://localhost/auth/ Username: admin Password: admin (you will be able to change the password thereafter)

Setting up Users

  1. Log in as the administrator (username: admin)
  2. Create users and assign privileges

Setting up a New Dashboard

Best Practices

  1. Apply the latest database and web server patches
  2. Change the admin password by logging into the server http://servname/auth
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