Difference between revisions of "Dashboard Technical Specifications"
From DolceraWiki
| Line 1: | Line 1: | ||
| + | ==Introduction== | ||
| + | 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. | ||
| + | ===Use Cases=== | ||
| + | The typical use cases for the Dolcera Dashboard are as follows: | ||
| + | # Freedom-to-practice or clearance search | ||
| + | # Patent portfolio analysis | ||
| + | # Competitive intelligence | ||
| + | # Patent landscaping | ||
| + | # Patent-to-product mapping | ||
| + | # Patent-to-standard mapping | ||
| + | |||
| + | ===User Communities=== | ||
| + | The typical users of the Dolcera Dashboard include: | ||
| + | # Patent attorneys | ||
| + | # Patent managers | ||
| + | # Patent searchers | ||
| + | # Engineers, scientists and inventors | ||
| + | # Licensing and business development professionals | ||
| + | # Senior executives | ||
| + | |||
| + | ===What is the Dolcera Dashboard?=== | ||
| + | The Dolcera Dashboard is an interactive web application used to: | ||
| + | # Organize large quantities of patent, scientific and product literature | ||
| + | # Manage patent management and review workflows | ||
| + | # Assist in collaboration with colleagues and partners around the world | ||
| + | # Help technology teams, patent counsels, and key decision makers in monitoring the competitive landscaping and finding key partners | ||
| + | |||
| + | ===Terminology=== | ||
| + | * ''Dashboard'': The online application used to view and manage patents, product information, and scientific literature | ||
| + | * ''Charts'': A set of graphs that can be viewed within the dashboard and exported in image or PDF formats | ||
| + | * ''Data'': | ||
| + | * ''Export'' | ||
| + | * ''Assignee'' | ||
| + | * ''Inventor'' | ||
| + | * ''Publication Year'' | ||
| + | * ''Application Year'' | ||
| + | * ''Priority Year'' | ||
| + | * ''Taxonomy'' | ||
| + | * ''Category Statistics'' | ||
| + | * ''Title'' | ||
| + | * ''Abstract'' | ||
| + | * ''Claims'' | ||
| + | * ''Rating'' | ||
| + | * ''Tags'' | ||
| + | * ''Granted Patent'' | ||
| + | * ''Patent Application'' | ||
| + | * ''PCT Patent'' | ||
| + | * ''EP Patent'' | ||
| + | * ''US Class'' | ||
| + | * ''IPC Class'' | ||
| + | |||
| + | ===Workflow=== | ||
| + | In a typical use case, the dashboard is used as follows: | ||
| + | # Log into the system [[Image:login.png|thumb|center|500px||Login screen]] | ||
| + | # Select the dashboard (workfile) [[Image:Dashboard_Select.png|thumb|center|500px||Select dashboard]] | ||
| + | # Create categories (taxonomy) [[Image:Taxonomy_Add.png|thum|center|500px|Add taxonomy categories]] | ||
| + | # Add patents [[Image:Patents_Add.png|thum|center|500px|Add patents]] | ||
| + | # Review charts [[Image:Charts.png|thum|center|500px|Review charts]] | ||
| + | # Review patents [[Image:Patents.png|thum|center|500px|Review patents]] | ||
| + | # Search patents [[Image:Search.png|thum|center|500px|Search patents]] | ||
| + | # Tag patents [[Image:Patents.png|thum|center|500px|Review patents]] | ||
| + | # Add review notes for patents [[Image:Patents.png|thum|center|500px|Review patents]] | ||
| + | # Export patents and analysis [[Image:Export.png|thum|center|500px|Export patents]] | ||
| + | |||
| + | ==Hardware Requirements== | ||
| + | ===Server=== | ||
| + | The Dolcera Dashboard requires the following server configuration: | ||
| + | * 64-bit server | ||
| + | * 4-core processor with a minimum speed of 3 GHz | ||
| + | * Ethernet card | ||
| + | * Minimum memory configuration: 8GB DDR3 RAM | ||
| + | * Minimum disk usage requirement: 10 TB hard disk | ||
| + | ===Network=== | ||
| + | * A continuous network connection is required between the user's device and the server | ||
| + | * The server should ideally support a 10Mbps connection | ||
| + | ===Client Device=== | ||
| + | * The client application runs on any device that supports an Adobe Flash-enabled web browser | ||
| + | * 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 | ||
| + | * A 1Mbps or faster network connection to the server will be sufficient to run the application | ||
| + | |||
| + | ==Software Requirements== | ||
| + | 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. | ||
| + | ===Server=== | ||
| + | * Operating system: Linux | ||
| + | * Database: PostgreSQL 8 or higher; or Oracle 10 or higher | ||
| + | * Web server: Apache with support for PHP5 | ||
| + | |||
| + | ===Client=== | ||
| + | * Operating system: Windows, Linux, Mac OS (or others) | ||
| + | * Web browser: Internet Explorer 6 or higher, Firefox, Chrome, Safari, Opera | ||
| + | * Adobe Flash Player 10 or higher | ||
| + | |||
==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: | ||
| Line 18: | Line 110: | ||
#* 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) | ||
| − | |||
| − | === | + | ===Configuration Parameters=== |
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/ | ||
| Line 27: | Line 118: | ||
===Setting up Users=== | ===Setting up Users=== | ||
| − | + | ===Best Practices=== | |
| − | # | + | # Latest database and web server patches |
| − | === | + | ==Using the Dashboard== |
| − | + | ===Dashboard Layout=== | |
| − | === | + | ===Adding Patents=== |
| − | + | ==FAQ== | |
| − | + | ||
Revision as of 07:20, 11 April 2012
Contents
Introduction
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.
Use Cases
The typical use cases for the Dolcera Dashboard are as follows:
- Freedom-to-practice or clearance search
- Patent portfolio analysis
- Competitive intelligence
- Patent landscaping
- Patent-to-product mapping
- Patent-to-standard mapping
User Communities
The typical users of the Dolcera Dashboard include:
- Patent attorneys
- Patent managers
- Patent searchers
- Engineers, scientists and inventors
- Licensing and business development professionals
- Senior executives
What is the Dolcera Dashboard?
The Dolcera Dashboard is an interactive web application used to:
- Organize large quantities of patent, scientific and product literature
- Manage patent management and review workflows
- Assist in collaboration with colleagues and partners around the world
- Help technology teams, patent counsels, and key decision makers in monitoring the competitive landscaping and finding key partners
Terminology
- Dashboard: The online application used to view and manage patents, product information, and scientific literature
- Charts: A set of graphs that can be viewed within the dashboard and exported in image or PDF formats
- Data:
- Export
- Assignee
- Inventor
- Publication Year
- Application Year
- Priority Year
- Taxonomy
- Category Statistics
- Title
- Abstract
- Claims
- Rating
- Tags
- Granted Patent
- Patent Application
- PCT Patent
- EP Patent
- US Class
- IPC Class
Workflow
In a typical use case, the dashboard is used as follows:
- Log into the system
Login screen
- Select the dashboard (workfile)
Select dashboard - Create categories (taxonomy)
- Add patents
- Review charts
- Review patents
- Search patents
- Tag patents
- Add review notes for patents
- Export patents and analysis
Hardware Requirements
Server
The Dolcera Dashboard requires the following server configuration:
- 64-bit server
- 4-core processor with a minimum speed of 3 GHz
- Ethernet card
- Minimum memory configuration: 8GB DDR3 RAM
- Minimum disk usage requirement: 10 TB hard disk
Network
- A continuous network connection is required between the user's device and the server
- The server should ideally support a 10Mbps connection
Client Device
- The client application runs on any device that supports an Adobe Flash-enabled web browser
- 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
- A 1Mbps or faster network connection to the server will be sufficient to run the application
Software Requirements
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.
Server
- Operating system: Linux
- Database: PostgreSQL 8 or higher; or Oracle 10 or higher
- Web server: Apache with support for PHP5
Client
- Operating system: Windows, Linux, Mac OS (or others)
- Web browser: Internet Explorer 6 or higher, Firefox, Chrome, Safari, Opera
- Adobe Flash Player 10 or higher
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.
- Set up a server with the specifications described above
- Ensure the operating system has the latest updates applied to it
- Ensure that both the web server and the database server (if separate) are connected to the network
Software Installation
- Configure the Apache web server to listen on port 80 for the web application server
- Configure the database server with the appropriate database version (specified in the Software Requirements section)
- Download the Dolcera Dashboard installation package (Dolcera_Dashboard_vxxx.zip) to the server from the location provided by the Dolcera representative
- Unzip the folder in any directory (e.g. /tmp)
- 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
- Run the installer as superuser (sudo)
Configuration Parameters
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
Best Practices
- Latest database and web server patches
