IBM Cognos BI Administration (v10.1) ‘Student Guide Volume Course Code: 5156IBM Cognos 81 Administration (v40.1) 15156 ERO: 1.0 Published May 2011 Licensed Materials ~ Property of 18M (© Copyright 1BM Corp. 2003, 2011 US Government Users Restricted Rights — Use, duplication or disclosure restricted by GSA ADP Schedule Contract wih IM cop. IBM, the IBM logo, m.com and Cognos are trademarks of international Business Machines Corp, reg'stered in many jurisdictions worldwide. ‘Adobe, the Adobe logo, PostScript, and the PostScript logo are tither registered trademarks or trademarks of Adobe Systems Incorporated in the United States, andlor other countries. Linuxis a registered trademark of Linus Torvalds in the United States, other countries, or both Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. Java and all Java-based trademarks and logos are trademarks. ‘of Sun Microsystems, Ine. in the United States, other countries, or both Other product and service names might be trademarks of IBM or other companies.Contents INTRODUCTION.. COURSE OBJECTIVES Course MODULES. BUSINESS SCENARIO... BUSINESS SCENARIO TASK’ ADDITIONAL TRAINING OVERVIEW OF IBM COGNOS BI.. OBJECTIVES IBM INFORMATION ON DEMAND. IBM CoGnos BI AND FPM..... IBM CoGNnos BI COMPONENTS... IBM COGNOs BI ARCHITECTURE (HIGH LEVEL)... IBM CoGnos BI GRoups AND ROLES. DEMO 1: EXPLORE IBM CoGnos BI. EXTEND IBM Cocnos BI... SUMMARY... INTRODUCTION TO IBM COGNOS BI ADMI OBJECTIVES f ADMINISTRATION WORKFLOW .. IBM CoGNos ADMINISTRATION PORTAI IBM COGNOS CONFIGURATION ... Demo 1: EXPLORE IBM CoGNos ADMINISTRATION SUMMARY.IDENTIFY IBM COGNOS BI ARCHITECTURE .. OBIECTIVES ADMINISTRATION WORKFLOW... IDENTIFY FEATURES OF THE ARCHITECTURE EXAMINE THE THREE TIERED ARCHITECTURE .. EXAMINE TIER | - WEB SERVER: GATEWAYS, EXAMINE TIER 2 - APPLICATIONS: IBM COGNOs BI SERVEI EXAMINE TIER 2 - APPLICATIONS: DISPATCHE! EXAMINE TIER 2 - APPLICATIONS: CONTENT MANAGE EXAMINE TIER 3 - DATA: CONTENT PROVIDERS... EXAMINE THE LOG SERVER... EXAMINE IBM CoGNOS BI SERVLETS EXAMPLE: IBM COGNOs BI REQUES PERFORMANCE PLANNING INSTALLATION PLANNING INSTALL IBM CoGNOs BI ON ONE COMPUTER INSTALL GATEWAYS ON A SEPARATE COMPUTER i SEPARATE APPLICATION TIER COMPONENTS AND CONTENT MANAGER «3°19 INSTALL A STANDBY CONTENT MANAGER .. i: 3-20 INSTALL MODELING TOOLS BALANCE THE REQUEST LOAD... LOAD BALANCING OPTIONS EXAMINE REQUEST AFFINITY SPECIFY ADVANCED DISPATCHER ROUTING CONFIGURE IBM COGNOs BI... MODIFY THE DEFAULT CONFIGURATION. MOopIFY THE GLOBAL CONFIGURATION . CONFIGURE FOR A DISTRIBUTED INSTALLATION. CONFIGURE LOGGING CONFIGURE IBM CoGNos ‘APPLICATION FIREWALI SUMMARY. WORKSHOP 1: PERFORM A DISTRIBUTED INSTALLATIOSECURE THE IBM COGNOS BI ENVIRONMENT OBIECTIVES ADMINISTRATION WORKFLOW... EXAMINE THE SECURITY ARCHITECTURI USE AUTHENTICATION PROVIDERS . AUTHENTICATION REQUEST FLOW... WorkSHOP 1; CONFIGURE AUTHENTICATION PROVIDERS AUTHORIZATION : CONTROL ACCESS TO CONTENT Use COGNOS NAMESPACE BUILT-IN ENTRIE! Usk COGNOS NAMESPACE PREDEFINED ENTRIES DEFINE SECURITY POLICIES. DEFINE PERMISSIONS. SECURITY POLICY RULES... POLICY RULE - IMPLICIT DENY VS. EXPLICIT DENY CREDENTIALS TRUSTED CREDENTIALS.........ssscssessssesesesseseerssnees CONTROL ACCESS TO IBM COGNOS BI FUNTIONALITY, CONTROL ACCESS TO ADMINISTRATION FUNTIONALITY CONTROL ACCESS TO REPORT STUDIO USER INTERFACES OBIECT CAPABILITIE SPECIFY SECURITY SETTINGS AFTER INSTALLATION. FRAMEWORK MANAGER SECURITY. TRANSFORMER SECURITY. SUMMARY WORKSHOP 2: SECURE THE IBM COGNOS BI ENVIRONMENT. WorkSHOP 3: SECURE THE PORTAL... WORKSHOP 4: SET OBJECT CAPABILITIES ..ADMINISTER THE IBM COGNOS BI SERVER ENVIRONMENT OBIECTIVES ADMINISTRATION WORKFLOW... ADMINISTER IBM CoGNos BI SERVERS. MONITOR SYSTEM PERFORMANCE .. 5-6 How METRICS DATA IS GATHERED.. 5-7 METRIC GROUPINGS 5-9 SET METRIC THRESHOLDS. 5-10 RESET SYSTEM METRICS : PERCENTAGE METRICS (FAILED AND SUCCESSFUL) SUCCESSFUL REQUESTS PER MINUTE. DEMO 1: SET THRESHOLDS ON A SYSTEM METRIC AND MONITOR SYSTEM PERFORMANCE.. aneet soseeeeeeececcecnsnnensueeeseseesneannnnnensverteseee 5-14 MANAGE DISPATCHERS AND SERVICES STOP AND START DISPATCHERS AND SERVIC ACTIVATE A CONTENT MANAGER SERVICE .. PERFORM DISPATCHER ADMINISTRATION .. ooo 5-20 MANAGE CONTENT MANAGERS...... 5-21 TUNE SERVER PERFORMANCE = i: 5-22 GROUP DISPATCHERS IN FOLDERS, 5-23 SPECIFY ADVANCED DISPATCHER ROUTING 5-24 BALANCE REQUESTS AMONG DISPATCHERS 15-25 SeT THE LOAD BALANCING MODE 5-26 TUNE FOR PEAK DEMAND. 5-27 SPECIFY THE NUMBER OF PROCES 5-28 HIGH AFFINITY REQUESTS. Low AFFINITY REQUESTS .. AFFINITY CONNECTIONS. 5-18 5-19 5-31THE PROCESS/THREAD MODEL IBM CoGNOos BI AND JAVA Monitor JVM RESOURCES. TUNE APPLICATION SERVERS ADDITIONAL TUNING... DEMO 2: EXAMINE DISPATCHERS AND SERVICES. DEMO 3: TUNE THE IBM COGNOS BI DISPATCHERS AND SERVICE! SET THE LOGGING LEVEL AUDIT DATABASE TABLES USE THE SAMPLE AUDIT MODEL AND REPORT TROUBLESHOOT THE SERVER ENVIRONMENT... TROUBLESHOOTING RESOURCES BACK UP Data. SUMMARY MANAGE RUN ACTIVITIES .....:00eee0 OBJECTIVES ADMINISTRATION WORKFLOW MANAGE ACTIVITIES CURRENT ACTIVITIES... Past ACTIVITIES. MANAGE ACTIVITIES FOR A SPECIFIC DAY DEMO 1: MONITOR RUN ACTIVITIES SET QUEUE PRiORITI SET QUEUE PRIORITIES MANAGE SCHEDULES . SET A SCHEDULE TO RUN ONCE SET A RECURRING SCHEDULE...... SUSPEND UPCOMING ACTIVITIES. DEMO 2: CHANGE PRIORITIES, DISABLE, ENABLE, AND SUSPEND A SCHEDULE. SUMMARY...MANAGE CONTENT IN IBM COGNOS ADMINISTRATIO! OBJECTIVES ADMINISTRATION WORKFLOW ADD DATA SOURCES 15 PACKAGE\DATA SOURCE RELATIONSHIP 1-6 DeMo 1: VIEW DATA SOURCES ASSOCIATED WITH A PACKAGE AND ADD A DATA SOURCE .. 18 MULTIPLE DATA SOURCE CONNECTION 7-16 MULTIPLE DATABASE SIGNONS... TAT DEMO 2: ADD MULTIPLE CONNECTIONS FOR A SINGLE DATA SOURCE.......- 7-18 SET UP PRINTERS.. + 7-23 CREATE DISTRIBUTION LISTS AND CONTACTS. 27-24 DEMO 3: CREATE A DISTRIBUTION LIST..... 7-25 WHAT IS DEPLOYMENT? PLAN THE DEPLOYMENT. 7-29 DEPLOY THE ENTIRE CONTENT STORE 7-30 DEPLOY SPECIFIC CONTENT 7-31 DEPLOYMENT ARCHIVES, 7-32 ORGANIZE DEPLOYMENTS WITH FOLDERS 7-33 EXPORT AND IMPORT ENTRIES .. 7-34 DEMO 4: CREATE AN EXPORT 7-35 DEMO 5: CREATE AN IMPORT 7-39 MAINTAIN THE CONTENT STORI 7-41 SAVE CONTENT TO THE FILE SYSTEM.. 7-42 DEMO 6: SAVE CONTENT TO THE FILE SYS" 7-43 CUSTOMIZE THE APPEARANCE OF IBM CoGNOs BI. TAT DispLAY CUSTOM WEB CONTENT... TAB SUMMARY... TADIBM COGNOS BI FOR CONSUMERS 1 OBJECTIVES 8-3 WHERE DO CONSUMERS ACCESS BI CONTENT 8-4 UsE PUBLISHED REPORTS... 8-5 DRILL THROUGH TO RELATED DATA. 8-6 SPECIFY RUN REPORT OPTIONS... 8-7 SPECIFY PROPERTIES OF AN ENTRY .. 8-8 DEMO 1: RUN A REPORT, CREATE A REPORT VIEW, AND EMAIL THE DIFFERENT VERSIONS OF THE REPORTS..... 8-9 MANAGE YOUR OWN DATA SOURCE CREDENTIAL: 8-18 ADD COMMENTS TO SAVED OUTPUT... 8-19 DEMO 2: ADD COMMENTS TO SAVED OUTPUT. 8-20 DEMO 3: SCHEDULE MULTIPLE REPORTS... 018-23 PERSONALIZE HOW CONTENT APPEARS, 8-29 DEMO 4: SET PERSONAL PREFERENCES AND ORGANIZE CONTENT. 8-30 MANAGE HUMAN TASKS... 8-34 SPA DE ete ein PVE AOU Rt RES aS ooo 8-35 DEMO 5: CREATE AND ACTION AN AD-HOC TASK AND NOTIFICATION .....8-36 COLLABORATION INTEGRATION WITH LOTUS CONNECTIONS . 8-44 SET ALERTS AND WATCH RULES.. 8-45 DEMO 6: SET UP WATCH ITEMS.. 8-46 CREATE DYNAMIC DASHBOARDS 8-54 DEMO 7: CREATE A DYNAMIC DASHBOARD. 211 8-55 CREATE A MULTI-PAGE DASHBOARD... 8-62 DEMO 8: CREATE A MULTI-PAGE DASHBOARD, 8-63 ‘USE GLOBAL FILTERS, DRILL UP AND DRILL DOWN IN PORTLETS, 8-66 DeMo 9: UsE GLOBAL FILTERS, DRILL UP AND DRILL DOWN IN PORTLETS 8-67 CREATE DYNAMIC DASHBOARDS: ADVANCED, 8-73 ACCESS SHARED CONTENT... 8-74 DEMO 10; ACCESS A SHARED PAG! -75, SUMMARY...DRILL-THROUGH DEFINITION: OBIECTIVES i LET USERS NAVIGATE TO RELATED DATA IN IBM COGNOS.. SET Up DRILL-THROUGH ACCESS FROM A REPORT. PACKAGE-BASED DRILL THROUGH . SPECIFY THE VALUES PASSED TO TARGET PARAMETERS . STEPS TO SET UP DRILL-THROUGH ACCESS FOR A PACKAGE . LIMIT THE ITEMS THAT USERS CAN DRILL THROUGH FROM MEASURE-BASED SCOPE. DRILL THROUGH ASSISTANT. DEMO 1: SET UP DRILL-THROUGH ACCESS FOR A PACKAGE DYNAMIC DRILL THROUGH DYNAMIC DRILL THROUGH - MATCHING CRITERIA, DEMO 2: CONFIGURE DYNAMIC DRILL THROUGH AND SET MEASURE SCOPE .. SUMMARY WORKSHOP 1: CONFIGURE DYNAMIC DRILL THROUGH. .......-..000--0000e0000 2931 ADDITIONAL CONFIGURATION AND CUSTOMIZATION. OBIECTIVES MANAGE USER PROFILES .. a DEMO 1: MANAGE USER PROFILES. STYLE MANAGEMENT UTILITY... (CREATE CUSTOM TOOLBOX AND TEMPLATE OBJECTS EXAMINE TOOLBOX OBJECTS ........ SpEcIFY How A CUSTOM TOOLBOX OBJECT APPEARS IN A REPORT SPECIFY SETTINGS FOR CUSTOM OBJECTS ON THE TOOLBOX TAB DEMO 2: ADD AN OBJECT TO THE TOOLBOX TAB EXAMINE TEMPLATES ...sssoosscsseseeeee SPECIFY THE CUSTOM TEMPLATE CONTENTS ... ADD THE TEMPLATE OPTION TO THE NEW DIALC DEMO 3: ADD A CUSTOM TEMPLATE OPTION ... MANAGE PACKAGES SUMMARY...END-TO-END WORKSHOP IBM COGNOS MAP MANAGER .. OBIECTIVES .... WHAT IS MAP MANAGER. Types OF LAYERS .. ASSIGN ALTERNATE NAMES... ASSIGN ALTERNATE LANGUAGES DEMO 1: CREATE A REPORT FOR A MUL ‘A REGION USING AN ALIAS SUMMARY TAGE REGION, THEN RENAMECourse Overview Course Overview IBM Cognos Administration (v10.1) is an instructor-led online course that is designed to teach new administrators the fundamental tasks of administering servers and content in IBM Cognos BI. Through a combination of lectures and hands-on exercises, students will install and configure the IBM Cognos BI software, implement security, and manage the server components. Students will also monitor and schedule tasks, create data sources, manage and deploy content, and manage report content in IBM Cognos Connection. Intended Audience Administrators (system, directory, and content administrators) Topics Covered Topics covered in this course include: + Overview of IBM Cognos BI + Introduction to IBM Cognos BI administration + Examine the IBM Cognos BI architecture + Secure the IBM Cognos BI environment + Administer the IBM Cognos BI server environment + Manage run acti + Manage content in IBM Cognos Administration + Manage content in IBM Cognos Connection + Create and manage drill through definitions + Perform additional configuration and customization of the environment + End-to-end workshop itiesCourse Prerequisites Participants should have: + Knowledge of Web application server architectures and security systems administration + Experience using the Windows operating system + Experience using a Web browser + Knowledge of your business requirementsDocument Conventions Conventions used in this guide follow Microsoft Windows application standards, where applicable. As well, the following conventions are observed: Bold Italic CAPITALIZATION Bold style is used in demo and workshop step-by-step solutions to indicate either: * actionable items (Point to Sort, and then click Ascending.) * text to type or keys to press (Type Sales Report, and then press Enter.) « Ulelements that are the focus of attention (In the Format pane, click Data) Used to reference book titles. All file names, table names, column names, and folder names appear in this guide exactly as they appear in the application. To keep capitalization consistent with this guide, type text exactly as shown.Workshops Workshop Format Workshops are designed to allow you to work according to your own pace. The workshops are structured as follows: The Business Question Section The first page of each workshop presents a business-type question followed by a series of steps. These steps provide additional information to help guide you through the workshop. Within each step, there may be numbered questions relating to the step. Solve the tasks by using the skills you learned in this module and in previous ones. If you need more assistance, you can refer to the Task Table section that provides more detailed instruction. ‘The Task Table Section The second page of the workshop is a Task Table that presents the question as a series of numbered tasks to be accomplished. The first column in the table states the task to be accomplished. The second column, "Where to Work", indicates the area of the product to work in. Finally, the third column provides some hints that may help you complete the workshop. If you need more assistance to complete the workshop, please refer to the Step-by-Step Instructions at the end of the workshop. ‘The Workshop Results Section This section will contain a screen capture(s) of interim or final results and/or answers to the questions asked in the Business Question section. The Step-by-Step Section The Step-by-Step instructions for completing all of the tasks are located at the end of the workshop following the Workshop Results section. Each task in the Task Table is expanded into numbered steps, scripted like the demos,Your Feedback Your feedback is important and valuable. We are interested in your comments or questions. Please address them to: Attn: Senior Manager, Customer Education Email Address: Cognos.Education@ca.ibm.comIBM Product Help Help type When to use Location Task- You are working in the product and IBM Product Help link oriented you need specific task-oriented help. Books for You want to use search engines to find — Start/Programs/IBM Printing information. You can then print out Produet/Documentation (pdf) selected pages, a section, or the whole book. Use Step-by-Step online books (pdf) if you want to know how to complete a task but prefer to read about it in a book. ‘The Step-by-Step online books contain the same information as the online help, but the method of presentation is different. IBM on the — You want to access any of the hitp://www.ibm.com/ Web following: Cognos/services * Services and Training Web site hitp:/ /www.ibm.com/ anise doe Cognos/support © IBM Web site hutp:/ /www.ibm.comIntroduction IBM Cognos BI A; aIBM COGNOS BI ADMINISTRATION (V10.1) Intro-2 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonINTRODUCTION Course Objectives = At the end of this course, you should be able to: » install and configure IBM Cognos BI software | = implement security ~ manage the server components » monitor and schedule tasks / = create and manage data sources = manage and deploy content . » manage content in IBM Cognos Connection and My Inbox (©2003, 2011, IBM Corporation ‘Tis guid contains propery normation whic i protected by coppight No pata is document maybe photocopied, reproduced cor vaalted ini another language witout aga leeneeagrooren fom IBM Corpration Intro-3IBM COGNOS BI ADMINISTRATION (V10.1) Overview of IBM Cognos BI Introduction to IBM Cognos BI Adm Identify IBM Cognos BI Architecture Secure the IBM Cognos BI Environment Admi Manage Run Activities IBM Cognos Admi stration ter IBM Cognos BI Server Environment Manage Content IBM Cognos BI IBM Cognos Administration (v10.1) is an instructor-led online course that is designed to teach new administrators the fundamental tasks of administering servers and content in IBM Cognos BI. ‘Through a combination of lectures and hands-on exercises, students will install and configure the IBM Cognos BI software, implement security, and manage the server components. Students will also monitor and schedule tasks, create data sources, manage and deploy content, and manage report content in IBM Cognos Connection, Audience: * Administrators (system, server, directory, and report administrators) Intro-t (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonINTRODUCTION IBM Cognos BI for Consumers Drill Through Definitions Additional Configuration and Customization End to End Workshop IBM Cognos Map Manager (Optional) IBM Cognos BI Pretequisit * Knowledge of Web application server architectures © Security systems administration * Experience using the Windows operating system © Experience using a Web browser Knowledge of your business requirements (©2003, 2011, IBM Corporation Intro-S ‘Tis guid contains propery normation whic i protected by coppight No pata is document maybe photocopied, reproduced Crtorlaed ini anotherlnguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Business Scenario = Organization - Great Outdoors Company = Roles - System Administrator, Server Administrator, Directory Administrator, Report Administrator, Consumer = Tools - IBM Cognos Configuration, IBM Cognos Connection, IBM Cognos Administration Intros (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenINTRODUCTION Business Scenario Tasks + install and configure IBM Cognos BI = implement security + administer servers for tuning server performance + troubleshoot the server environment * monitor activities and schedule tasks * add data sources = export and import content * set alerts and watch pages + design a portal page = customize the environment * manage user profiles * set up drill-through access definitions ges, (©2003, 2011, IBM Corporation Into-7 ‘Tis guid contains propery normation whic i protected by coppight No pata is document maybe photocopied, reproduced cor vaalted ini another language witout aga leeneeagrooren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Additional Training Bookmark www.ibm.com/cognos/training for details on: = instructor-led training in a classroom or online = self-paced training that fits your needs and schedule = comprehensive curricula and training paths that help you identify the courses that are right for you = IBM Cognos Certification program = other resources that will enhance your success with IBM Cognos software Intro-8 ©2003, 2011, IBM Corporation ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOverview of IBM Cognos BI TBM Cognos BI Busine AsienIBM COGNOS BI ADMINISTRATION (V10.1) 42 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI Objectives * At the end of this module, you should be able to: | » describe IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM) « describe IBM Cognos BI components » describe IBM Cognos architecture at a high level « define IBM Cognos groups and roles ‘ » explain how to extend IBM Cognos a | (©2003, 2011, IBM Corporation 13 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces Cr torlaed int anotherlanguage witout» aga leeneeagreamen som IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) esis Anais IBM Information on Demand Customer and Product Finance! Workforce _ Dynamic Mut-chane! ‘rentatity Rik insight Optimization Sup chain ‘eeeting Business Optimization [Business inteligence and Finandal | pian, understand and optimize Performance Management business performance maton i srchousna | E290ish and martin an ‘nema enaagenat | see tte ie of End-to-End Cpabitiios Manage data and content over is Metime and 2s pat of processes ‘olvare IBM's Information On Demand strategy helps you achieve better business outcomes for customer and product profitability, increased financial risk insight for better business decisions, an optimized workforce, more dynamic supply chain management, and support for multi-channel, event driven marketing initiatives. The strategy is focused on unlocking the business value of information for competitive advantage. 14 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI esis Anais IBM Cognos BI and FPM * Good decisions are the building blocks of great business performance. = Understand and improve your business based on: « How are we doing? » Why are we doing well or not doing well? = What should we be doing? = IBM provides financial performance management through software, services, best-practices, and partners. ies Use IBM Cognos as an open, enterprise-class, platform to answer the following: © How are we doing? Measuring and monitoring performance with scorecards and dashboards tracks your key metrics. © Why are we getting these results? Reporting and analysis let you see data, gain context, understand trends, and spot anomalies. © Whar should we be doing? Planning, budgets, and forecasts let you set and share a teliable view of the future. IBM Cognos consists of IBM Cognos BI and IBM Cognos FPM, which are based on a common underlying architecture. This module focuses on IBM Cognos BI. (©2003, 2011, IBM Corporation 15 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces Cr torlaed int anotherlanguage witout» aga leeneeagreamen som IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) esis Anais IBM Cognos BI Components one De es IBM ro = ccd Ce bes DLs IBM Cognos BI capabilities provide reporting, analysis, scorecarding, dashboarding, business event management, and data integration from a wide array of data sources. IBM Cognos BI includes a portal (IBM Cognos Connection) for BI content presentation, management, and administration, and various studios to author and analyze corporate data. Framework Manager is a metadata modeling tool used to create basic query packages or relationally-based dimensional analysis packages. Transformer isa modeling tool used to create PowerCubes for dimensional analysis. Each publishes packages to IBM Cognos Connection, which are used by authors and analysts in the IBM Cognos studios. Metric Designer is used to create scorecard applications for use in Metric Studio. (©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI esis Anais IBM Cognos BI Architecture (high level) 16H Cognos BL ser ieertaces IBM Cognos BI is a Web-based architecture, which is separated into three tiers, Web server, applications, and data. ‘This architecture is scalable from a software and hardware perspective. For example, you can have several IBM Cognos servers for faster response times and load balancing. IBM Cognos leverages existing corporate IT resources such as web servers, authentication providers, and application servers, and also supports multiple languages and locales in order to serve a global audience. IBM Cognos is customizable to adopt your corporate look and feel and can be extended and integrated into other applications through the IBM Cognos SDK. (©2003, 2011, IBM Corporation 17 ‘This guide contains propretary intrmaton whic protected ty copyright. No prof is document maybe petocoped rereduced, cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) esis Anais IBM Cognos BI Groups and Roles = IBM Cognos BI provides default groups and roles for security such as: Bee oan Business Authors, Professional Authors Dashboard Users Circ) Oey ot) Cis ee cued rolvare ‘Take advantage of IBM Cognos BI groups and roles to secure your IBM Cognos environment and content. The group or role to which a user belongs determines how much access the user has to the IBM Cognos environment. For example, if you are a member of only the Consumers role, you cannot access any of the IBM Cognos studios. Besides the default groups and roles, you can create new groups and roles that are specific to your IBM Cognos needs. Simply add users from your authentication source to specific groups and roles as required. Not only can you use the groups and roles defined in the IBM Cognos Namespace to control access to contents, You can use groups in your authentication provider as well. 18 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS 8 mo Explore IBM Cognos BI Purpose: As an introduction to IBM Cognos BI, you will briefly explore one of the modeling tools, IBM Cognos Connection, and various BI studios to familiarize yourself with the environment and BI workflow. Task 1. Explore IBM Cognos Framework Manager. You will examine a model in IBM Cognos Framework Manager. 1, From the Start menu, point to All Programs > IBM Cognos 10, and then click IBM Cognos Framework Manager. 2. Click Open a project, navigate to D:\Program Files \IBM\cognos\c10\ webcontent\samples\models\great_outdoors_warehouse, and then click great_outdoors_warehouse.cpf. 3. Click Open. © 2002, 2011, 18M Corporation 19 Cr torlaed int anotherlanguage witout» aga leeneeagreamen som IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 110 4. If security is enabled, log in as admin/Educationt!. The result appears as follows: re a a Boo oon |e ex ese ie TF mate ote (Bre marco Pre er (BH) oe.tata warenouse Tesonconnoe 5 te © can ce peste Boersane Lawn Borner Hee = i = — Brame a =. ee im Qocnre See Brive TBM Cognos Framework Manager is one of the modeling tools used to create packages for use in the IBM Cognos studios. This particular tool is primarily used to create metadata models based on relational data sources, Its purpose is to reduce the complexity of the underlying data source by creating user-friendly ‘views of the business for authors and analysts in the IBM Cognos environment. IBM Cognos Framework Manager can also be used to model and publish SAP BW metadata packages as well as publish other Online Analytical Processing (OLAP) packages such as Microsoft Analysis Services cubes. ©2003, 2011, IBM Corporation loca may be phslocepied produce icons agrooment rom IM Corporaton “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ‘or rarlated io another anguage witout aOVERVIEW OF 18M COGNOS > Sales and marketing data. ‘The result appears as follows: [= 9°_data warehouse 1B onda warehouse 0 HR anaes) ($A Sales er Matt ne (8. France (ona) OMe) | Sales are Mating en ) G Frarcolaun) OG fee BH Datta vow EB Eroiyee ats (i 60 dota (BB Sale ancnaetng das Rg Sis SHLes Fact (eo Sis SALES. TaRGeT pact bg MAK PRoNOTION Fac (ef Mar PRONOTION-PLENL FACT Metadata modelers work in a project with several object types to create Br In the Project Viewer pane, expand go_data_warehouse > Database view organized views of the business with any required business logic, and remove any ambiguity that might occur. These views are then placed in packages and published to TBM Cognos Connection. (©2003, 2011, IBM Corporation ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 6. a2 Collapse go_data_warehouse, and then expand Packages. The result appears as follows: © 90-data_warchouse 3B) o2-deta warchowe (8 (Data Souces (8 Gp ParaveterMape G0 Detawachowe ona) 60 Dats Warehouse) Packages can be a subset of the metadata model, or the entire model depending on the requirements. Once published, authors and analysts can choose from the objects contained in the package to create reports, analyses, and so on. Take note of the package names, as you will see them in IBM Cognos Connection shortly. Expand Data Sources. ‘The result appears as follows: Finca Vener = 1G) 00. data_warehouse 3 onda nerchoue 2. data wvehouse Data Sources contain the information that IBM Cognos uses to connect to and retrieve data from the underlying data sources cited in the model. Close IBM Cognos Framework Manager. ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI Task 2. Explore IBM Cognos Connection. ‘You will review the centralized portal and navigate the content structure of packages and reports. 1. Open Mozilla Firefox, and then in the Address box, type http://localhost:88/ibmcognos. 2. If security is enabled, log in as admin /Educationt!. ‘The result appears as follows: ao Bove man Sxacu= GE emer ope cn Dy. site vnc reports @ verre my vets Fava =e By default, you are presented with a welcome page from which you can choose several activities to perform, such as to query or analyze your data, or perform administrative tasks. Depending on the role to which you belong to as a user, you may have more or less capabilities in the IBM Cognos environment. © 2003, 2011, 18M Corporation 113 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 4 Click IBM Cognos content. The result appears as follows: Sweets Ceixwexien etm [-F—0 Src ce Here you will find public content, found on the Public Folders tab, or personal content, found on the My Folders tab. You also have the ability to create more personal tabs to suit your needs or to share with others. Content, including reports, analyses, and portal pages, are managed and organized in this area. ©2003, 2011, IBM Corporation loca may be phslocepied produce icons agrooment rom IM Corporaton “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ‘or rarlated io another anguage witout aOVERVIEW OF 15M COGNOS BI 4. Click Samples, and then click Models. The result appears as follows: co Data Wworshouse quer Te cosas (ensue) Fe cassis (aver) DD btwaciveSoncles Notice the packages named GO Data Warehouse (analysis) and GO Data Warehouse (query). These are the packages you saw in the IBM Cognos Framework Manager project earlier that have been published here. Packages, by default, are indicated by a blue folder, and regular folders are yellow in color. Both types of folders can contain reports, analyses and other content. (©2003, 2011, IBM Corporation 1418 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Click GO Data Warehouse (query), and then click Report Studio Report Samples. ‘The result appears as follows: FI] [memes Tr [BP usted Sle Performance Report > notes eanenses eoort) DBP Heath inaronce Pp eeniontin TO S)> seu sao TD Bp rocco _[B1> tod Revenue by coun Here you see several reports based on the GO Data Warehouse (query) package, a model based on a relational data source. 6 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI Task 3. View reports in IBM Cognos. ‘You will open an existing report based on a relational package and a report based on a dimensional data package. 1. Click Total Revenue by Country. The result appears as follows: ACCU ery ae aaa — = ae STRSTR TAT Tosa las “= ee ane ‘Svcs ‘The report is displayed in IBM Cognos Viewer. When the Total Revenue by Country link was clicked, the report was run and the underlying relational data source was queried for data, This query is needed because there was no saved output for the report. If the report had been previously run and saved, the saved version, by default, would appear in IBM Cognos Viewer. The report would display a snapshot of the data at the time it was last run and in the format specified by the person who ran the report. Formats include HTML, PDF, Excel, and XML. 2. Click Return Balin the top right comer. You will now run a report based on an OLAP data source. (©2003, 2011, IBM Corporation 17 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Click the Samples link shown below: li Pubic rotders | HuFolies facicetes asm} es > ons asta a> Report sido Report Samples a Name > TBP pret sae Petumace het Using the path illustrated here, you can easily navigate the content found in IBM Cognos. 4. Click Cubes, click Sales and Marketing (cube), and then click Report Studio Report Samples. 18 {© 2009, 2011, IBM Corporaton “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ‘or rarlated io another anguage witout a loca may be phslocepied produce icons agrooment rom IM CorporatonOVERVIEW OF 18M COGNOS BF 5. Click Top Retailers by Country, from the prompt click Extra Sport, and then click Finish. A section of the result appears as follows: BOC et mea For Product Set ‘The report is displayed in IBM Cognos Viewer. This report is based on a PowerCube package and uses dimensional functions to perform common OLAP-style queries to compare revenue from selected top retailers for product sets across various time periods. 6. Click Return in the top right corner. (©2003, 2011, IBM Corporation 119 ‘This guide contains propretary intrmaton whic protected ty copyright. No prof is document maybe petocoped rereduced, cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Task 4. Create an analysis. With Analysis Studio, you will create a report, drill down to lower levels of detail, filter for the top two product types in a product line, and then drill through to another report for further analysis of the data. 1. From the Launch menu, click Analysis Studio. Analysis Stadio starts in a new browser window. 2. Click Default Analysis, and then click OK. Analysis Stadio opens with the Sales and Marketing (cube) displayed in the left pane. Normally, when opening a studio you have to navigate to the package to open it. Because, you had already navigated to that package in IBM Cognos Connection, Analysis Studio opens up using that package. A section of the result appears as follows: BSEG xnaQ be Br | Ve Ee Sy ate | OBS Be | te ie | Peccocconse a Fos (Bisson varia be) || ATE freacs|- 2 Grrr revenue [|caongfaionent __GalEasorent a eaten = aoenis| — eee rin m06 ‘500, 382,422.83 (230,110,270.55 10,349, 175.84] ni ae 2007 s290sm97 14740819.29 4,471,025.25 Hime 14589,036.66403 _726,411,367.89 75,994,296.25| Analysis Studio opens with the default analysis displayed in the right pane. You can now drill down or up on the columns and rows to analyze your data, 3. Click the Camping Equipment column header to drill down on camping, equipment data. 1-20 ©2003, 2011, IBM Corporation loca may be phslocepied produce icons agrooment rom IM Corporaton “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ‘or rarlated io another anguage witout aOVERVIEW OF 15M COGNOS BI 4. Click the 2007 row header to drill down on 2007 data. The result appears as follows: SO28) ERT) CARINE MORNE See | OSM 24,598,808.14 320102192 36,73,02.99 39,086,477.47 ‘S1072.191.35 | +153470,902.51, ame) «mes | arene | neni mace | ocr___saartaness__aemnuarssa_muisnzecon_eaymons7 —_nugeranuann_—_asonigamor You will now identify’ the top two sellers for Camping Equipment using the Top or Bottom feature. 5. On the toolbar, click Top of Bottom [="] 6. Inthe Define top or bottom filter box at the bottom of the page, click Camping Equipment. 7. Under Top or bottom, select Top, and then under Number of items, type 2. ‘The results appear as follows: Lint the rests othe top or botiom items ofa seaced set. Ifthe selected set conta iter, apples oiy fo the results ofthe ft ‘Top or bottom: Number of tems: By measure: Otione oz] (Default Revere) ow of )* foe row: Otottan ox oefeut im Cancel (©2003, 2011, IBM Corporation 121 ‘This guide contains propretary intrmaton whic protected ty copyright. No prof is document maybe petocoped rereduced, cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 8. Click OK. The analysis now appears with the top two selling items under Camping, Equipment based on Revenue. ‘The result appears as follows: (207 Fiters are aoled. See the Properties pane for more deta. 0: su07219L35 -36,703.00283—_87,775,594.28 20793 sss71s6288 12,935,108 ——_-29,807,667.27 mm7g4 2007 114,674248.92 _83,157,796.99_197,892,045.91 352,910,329.97 9. Click 2007 to drill up. 10, From the Insertable Objects pane, drag Order method to the columns. A section of the result appears as follows: ee ee — a Saumen| iainane| _aasnauat Fie. | esos il asawastiae | evaicnsizz2 If configured, you can drill through to a related report to obtain more details about your analysis. This feature works for all report types, such as Report Studio reports and Query Studio reports. You will now drill through to a related report for this analysis. 422 ©2003, 2011, IBM Corporation lolomaton which spotted by copy No pat of his docurssi may be phoinceped epreduced, ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM Corporaton “This guide contains prepOVERVIEW OF 15M COGNOS BI 11. Right-click the intersection of Telephone and 2007, point to Go To, and then click Related Links. ‘The result appears as follows: Tabet a TB crarans ~ Puble ees > Sones > Cibes >| > vanrect™ Pbk Flr > Sones >be > 13> easacuda ” Pub Peds > Sones > Cubes > You are presented with three related links. 12. Click MeasureDrill. ‘You are presented with a report displaying detailed information related to your analysis that is filtered for the year 2007 and the Telephone order method type. A section of the result appears as follows “Americas 2007 Orernatedtee| Petattpe [Product | Reena _[Plnved evens] Taaghene | Bonaire Seeier 35 manee —egnz.a seater 50 S220) $4985.10 Seeker Extreme nso) 2377.0 Sealers vse. 1892320 pe Vion Range’ Von inoculare araaoe7s 8157682 ining Accessories | Granite Crane ssc 1895200 Granite Belay 31,280.09 13. Close IBM Cognos Viewer, and then close Analysis Studio. 14. Click OK when prompted to navigate from the page without saving changes, (©2003, 2011, IBM Corporation 1-23 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Task 5. Create an ad hoc query. ‘You will use Query Studio to query a relational package and create a grouped list report. ‘Then, you will create a new grouped list report based on a dimensionally modeled relational package that you will drill down on for more detail. 1. 124 In IBM Cognos Connection, click Home Blin ine top right corner. By default, this action brings you back to the root of Public Folders. You have the option to seta different location as your home page if you wish. When you are not in a package folder, you will be prompted to select a package when you start a studio, From the Launch menu, click Query Studio. In the List of all packages section, click Samples, click Models, and then click GO Data Warehouse (query) ‘This is a package based on a relational model. OLAP-style queries are not possible with this package. In the Insertable Objects pane, expand the Sales and Marketing (query) folder and the Sales (query) namespace, and then add the following items to the report by double-clicking the query item: # Time query subject: Year query item; Month query item * Products query subject: Product line query item; Product type query item; Product query item © Sales fact query subject: Revenue query item Click the Year column header, and then Ctrl-click Month, Product line, and Product type. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenOVERVIEW OF 15M COGNOS BI 6. On the toolbar, click Group [= A section of the result appears as follows: few [Monk] Fottine | Podittne | __Reait iow [Om set Carne Eanmert Cota Cex Takdef Creer Tee Tecmkset 6536858 Taran sans? TefOcneCockiet —901.200.6 Takefouglerane 56370 Tatefratie mia Telefe 3657 Tildefinge Fine 6.0073 Tlf ie 6708 Tale trbog 56458587 ooking eae ssoesase ante Everton Bre mm. ‘This is a basic list report with some grouping applied to make the report easier to read. You will now create a similar report but using a dimensional package. In order to create a report with a different package, you will need to close this session of Query Studio, and launch the studio with the different package. 7. Click IBM Cognos Connection a in the top right corner, and then click No if prompted to save changes. From the Launch menu, click Query Studio. Navigate to Samples > Models, and then click GO Data Warehouse (analysis). This package is based on a dimensionally modeled relational (DMR) model. ‘This means that the model developer has provided dimensional information to a relational model to allow authors and analysts to perform OLAP-style queries at run time on a relational data source. (©2003, 2011, IBM Corporation 1-25 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 10. In the Insertable Objects pane, expand the Sales and Marketing (analysis) folder and the Sales namespace, and then add the following items to the report by tight clicking and sclecting Insert for each to the report layout: © Time dimension: Year level; Month level © Products dimension: Product line level; Product type level; Product level © Sales fact dimension: Revenue fact Note: Instead of query subjects and query items, you are now dealing with dimensions [¥] levels [4] and facts [isl 11. Group the report on Year, Month, Product line, and Product type. ‘The result appears as follows: 7004 Jasary 20 Comping Eupment|Coang Gewicht canteen 2587.29 uacetoo 103,399.08 Taicnetoeine cookset 975.3744 aint 048.2 Taichi st 6208 Tacuetenerane 759085 Fs 7 ea,e00s5 Talc vale as 3735031 Cookin Gear Sa7.o1635 ecouDatie 78853 Notice that this report contains underlined items, in this case, Month and Product. You can drill down on these items to further analyze your data. The same type of behavior applies to OLAP data sources. 1-26 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI 12. Click January 2004, and then click TrailChef Water Bag. The result appears as follows: Yeon [eek |e |p| Ree ‘uy 2004 SEDDID Cong Cow Tle ote Bop Tice aS ud 21720108 "rachel Water a9 sursn.| ooking Gear airsn.04 zooweiia aera ZHDOLLD cosing cour Tce war fap Talcef ate Ban io 9.0.09 "rachel Water 09 owen) ooking Gear oun] zoos saunas] ZOOL Cong Gaur Taken p Takata 10 155024 "rachel Water a9 ssasoa4 ooking Gear ssasoa4 UDR Cong Cour Takefete op Takata Li0—46.14 "rahe Water 09 aeons Cooking Gear sons! zoowoiz2 seus anwary 2004 seraseat summary 2a7saan| ‘The report is now focused on the dates TrailChef Water Bag items were sold in the month of January 2004, 13. Right-click TrailChef Water Bag 1110, and then click Drill Up. 14. Right-click 20040112, and then click Drill Up. You will now open this report in Report Studio to add a corporate graphic and a prompt page. (©2003, 2011, IBM Corporation 127 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Task 6. Enhance an ad hoc report in Report Studio. You will enhance a teport that was created in Query Studio, by using Report Studio to add a corporate graphic and a prompt. You will then save the report to IBM Cognos Connection. 1. Under Menu, on the left side of the page, click Manage File, and then click Open in Report Studio. A section of the result appears as follows: ‘The report, which opens in Report Studio, can now be enhanced with features that are not available in Query Studio. You are now in a design environment and if you wish to see the data returned by the report, you must run the report. 4-28 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI 2. Under Insertable Objects, click the Toolbox Li] tab. 3. Drag an Image object to the left of the Title box. ‘The result appears as follows: 4. Right-click the image item in the report layout, and then click Edit Image URL. Click Browse, in the list, select logo_great_outdoors.gif, and then click OK. 6. Click OK, and click Title to remove focus from the image object. ‘The result appears as follows: oa Title You will now add a prompt page to your report to allow users to filter on a particular year of data. © 2003, 2011, 18M Corporation 129 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 7. Inthe report layout, click the Year column header, and then on the toolbar, click Build Prompt Page [=] The result appears as follows: Double click to edit text A prompt page is automatically generated. 1-30 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI 8. On the toolbar, click Run Report ‘The result appears as follows: (©2003, 2011, IBM Corporation 131 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) * 132 Select 2007, and then click Finish. A section of the result appears as follows: > ace cio 125,703.35 Cooking Gear 27787653 ters fursina Bane 219.0232 ‘The report displays the image you inserted as well as data for the year 2007. This is a simple example of enhancing a report with Report Studio. Report Studio is capable of many advanced authoring techniques to create professional, dynamic, and robust reports. ). Close IBM Cognos Viewer, and then in Report Studio, on the toolbar, click Save . Under Save in, click My Folders, and then in the Name box, type Product Revenue: Select Yeat. . Click Save, and then close Report Studio, . In Query Studio, click IBM Cognos Connection & and then click No to exit without saving the report. ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI 14, In IBM Cognos Connection, click the My Folders tab. ‘The result appears as follows: iB adic Fakes My Folders. Hy Folders E name> TGP eroduct Revenue: Select Year ‘The report that you saved is displayed. You can save your report to any location, that you have access to. You can also copy/cut and paste your report and other objects to organize content in the portal. Task 7. Customize a dashboard in Business Insight. You will use Business Insight to customize and use a dashboard. You will modify a filter, delete an element, add a report part, save the dashboard, and add an annotation to the report data, 1. In IBM Cognos Connection, from the Launch menu, click Business Insight. On the IBM Cognos Business Insight Getting Started Page, click Open Existing, navigate to Samples > Models > Business Insight Samples > click Marketing Dashboard, and then click Open. ‘The dashboard opens in Business Insight, displaying a Slider Filter, a Select Value Filter, and four report widgets. From the Actions Menu [EM click Save As, and then save the dashboaed in My Folders as My Marketing Dashboard. (©2003, 2011, IBM Corporation 1-33 i contains propa mraitn whic protected by capeigh. No par his document maybe photocopied, reproduced atin ato anguage without gal hanes agreement fom IBM Corportin,IBM COGNOS BI ADMINISTRATION (V10.1) 4. In the Slider Filter, drag the slider to 2006 ‘The Slider Filter appears as follows: Year Select a value The report widgets that communicate with this Slider Filter will refresh their displays to reflect the modified filter requirements. You want to delete one report widget to customize your dashboard. 5. Click the Promotion plan versus promotion revenue report widget, from the menu, click Remove from Dashboard, and then click Widget Actions lB Remove. You want to change the layout of the dashboard. 134 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM Corporaton6. OVERVIEW OF 15M COGNOS BI Click the Slider Filter and drag it near the top of the canvas, and then repeat with the Select Value Filter and the Advertising cost by year report widget. A section of the results appear as follows: On the Business Insight toolbar, click Content On the right side, a content pane displays Content and Toolbox tabs. On the Content tab, navigate to Public Folders > Samples > Models > GO. Data Warehouse (query) > Report Studio Report Samples. You can see the reports stored in the folder. Usually, a report would be the end of your navigation capability, however Business Insight allows you to leverage report parts in existing reports. Click the arrow beside the Total Revenue by Country report. ‘The tree expands to display charts and lists that exist in the current report. You ‘want use one of these report parts in your dashboard. (©2003, 2011, IBM Corporation 1-35 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 10. Click Crosstab11111, and drag it to the canvas, below the Advertising cost by year report widget. A new report widget is placed on the canvas, and the crosstab is displayed. You want to add a comment about the data displayed in the chart. First, you will save the dashboard. 11. From the Business Insight toolbar, click Save. 12. Inthe new crosstab report widget, click the intersection of Harbour Pty Ltd. and Camping Equipment. The crosstab cell with 571,323.6 is highlighted. 13. Click the mouse cursor over the top of the report widget to reveal the widget toolbar, click Comment | | click Add Comment, and then in the box enter the following comment: Investigate which order methods are used, and then determine what should change to improve revenue. 14. Click Done. A small red triangle at the top right of the cell indicates that a comment is available for reviewers. 15. Place the cursor over the triangh The comment displays, with the name of the author and the date and time that the comment was added. Reviewers who see this dashboard, can review this comment, and add their own comments. 48270836 J admin Person Fiter a Show 571,523.6-Irvestgate which order methods are 455755233 Uted,andthen determine uit seul cnange to 27s14t7 54 16. From the Business Insight toolbar, click Save. 17. Close the dashboard window to return to IBM Cognos Connection. 136 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI Task 8. Author a report in Business Insight Advanced. ‘You will use Business Insight Advanced to author a report, include a calculation for analysis of the data, and customize your data by changing measures. 1. In IBM Cognos Connection, from the Launch menu, click Business Insight Advanced. Navigate to Samples > Models, and then click GO Data Warehouse (analysis). Click Create new, and then double-click Crosstab to open a new crosstab report. Business Insight Advanced opens, with a report layout area on the left, and the Insertable Objects pane displayed on the right. By default, members are displayed. In the Insertable Objects pane, on the Source tab, expand the Sales and Marketing (analysis) folder, and then expand the Sales folder. Expand Time, ‘There are 4 members displayed in Time: 2004, 2005, 2006, and 2007. In the toolbar above the Source tab, click View Metadata Tree On the Source tab, expand the Sales and Marketing (analysis) folder, expand the Sales namespace, and then expand the Time dimension. ‘The Time hierarchy is displayed. This is different from step 4, where only the members were displayed. (©2003, 2011, IBM Corporation 137 protected by copygh. No prof is dacuent maybe phatocpied, reproduced, Cr torlaed int anotherlanguage witout» aga leeneeagreamen som IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 8. 10. 11. 138 Expand the Time hierarchy. Under the Time hierarchy, the Members folder is displayed, along with levels such as Year and Quarter. Expand the Members folder, and the Time member. Within the Members folder, is the ‘Time member, and the members 2004, 2005, 2006, and 2007. With dimensional data, you can quickly select the view which displays the elements you want to work with by using the View Members ‘Tree button or the View Metadata Tree button. In the toolbar above the Source tab, click View Members Tree From the Insertable Objects panc > Source tab, expand the Sales and Marketing (analysis) folder > Sales folder, and then add the following items to the report by dragging cach to the report layout: © Columns drop zone: Time * Rows drop zone: Products ‘* Measures drop zone: Sales fact > Revenue ‘The results appear as follows: Campa Esioment 5029083806 7 stoaeaaa2e sS2e10a2967 ovaas2005.72 44509055046 ‘The live data values automatically populate the crosstab as you add each clement, and there is no need to run the report separately as you develop it. ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI 12. From the View menu, click Page Design. ‘The results appear as follows: The crosstab is now filled with placcholders, instead of the live data, You can see the set of members of Time and Products, in the columns and rows respectively, and the Revenue measure placeholders. When working in Page Design mode, to see the data values you will run the report. 13. Click a cell in the crosstab, and then in the Insertable Objects pane, click the Toolbox tab. 14, Draga Chart object below the crosstab. (©2003, 2011, IBM Corporation 1-39 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 15. In the left pane click Bar, in the right pane click Clustered Cylinder Bar with = 3-D Effects E_, click the Fill with data check box to select it, and then click: OK. ‘The bar chart is displayed below the crosstab, The chart is automatically populated with the data items (as placeholders) from the crosstab. stenevenrotses > ai are eo te sre Sere pray aes) 16. From the View menu, click Page Preview. The crosstab and chart display actual data values. 1-40 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI 17. Click the tite text to change the focus from the chart. ‘The results appear as follows: Careeotaiomen | «Saseessece 027757317 soosezazze sszsvoszes? Gor auonent ssasssasnse ten0n4z707 zuasi0z7ess 17474081028, eurteerngFouorent torosmessox tetomars2s —terszne4s7 CEES tsascsnare spansessiose saseaniseon tserasearsar sauserszor78 7590420625, rasa 38738 aonseo.ss29 ste75,78086 (©2003, 2011, IBM Corporation ‘This guide contains propretary intrmaton whic protected ty copyright. No prof is document maybe petocoped rereduced, cor varalted ini another language witout a egal leeneeagrooren fom IBM Corpraion 141IBM COGNOS BI ADMINISTRATION (V10.1) 18. In the lower sight corner of the chart, drag the resize corner to enlarge the chart to be the same width as the crosstab. Charts can easily be resized using this method. Now that you have reviewed the revenue for the product lines over the years, you want to change the measure to display quanti 19. In the Insertable Objects pane, click the Source tab, and then under Sales fact, drag Quantity to the measures area on the crosstab, ‘The crosstab displays the new measure. 20, Right-click the chart, and then click Update Chart from Crosstab. ‘The chart updates to display the quantity values based on the crosstab. ‘You want to analyze the previous year-to-year percent difference of quantity for 2005 and 2006, To do this, you will create a variance calculation, using a preset calculation in Business Insight Advanced. 21. In the crosstab, click the 2005 column header and then Shift-click the 2006. column header. 442 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI 22. Right-click 2006, click Calculate, and then click % Difference (2005, 2006). A new column displays the calculated values for you to review. ‘Quantty [zu | 00s «(200m «| 2007 «| Se Dee 2008 2008) ueor rtcton seas 4itise tssases eens cro otaas cot tavenen tomas 12er70 108721188 ras saraz0t semen zesaris 3700262 soar s000e roar aazs7001 (GEEDMEEEEE sre acute asonz0 © ‘oben " seonaee " somneos " romooo ” somow " seem ‘uty 23. In Business Insight Advanced, from the Report Actions menu, click Exit, and do not save changes. You are returned to IBM Cognos Connection. (©2003, 2011, IBM Corporation 143 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Task 9. Explore preferences. 1. On the IBM Cognos Connection toolbar, click My Area Options EEL ‘The result appears as follows: Hubs wath ee peters Me Aina St Here you can view and manage: * Inbox (notification requests and ad hoc tasks) ‘© watch items (user-specified rules to receive alerts based on values in a report) ‘personal preferences * activities and schedules (such as reports you are running or have run in the past, as well as reports you have scheduled to run) 144 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonOVERVIEW OF 15M COGNOS BI 2. Click My Preferences, A section of the results appear as follows: : Fiscal ne snens On this tab you can configure your personal portal preferences. For example, you can change the UI language and, if your data and metadata support it, you can change your content language as well. (©2003, 2011, IBM Corporation 1-45 ‘This guide contains propretary intrmaton whic protected ty copyright. No prof is document maybe petocoped rereduced, cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) 3. Click the Personal tab. A section of the result appears as follows: see [Personal | etal 4 Vien the sunnor of yu auhrisaton formato and ope yeu Sede. You ta de view Be ous ares ‘Sper eam seen au have tng aeana era capnines vautle 9 Yo Primary logon ‘The prinarylogen egress he naneepce tat you et gen othe seeson ad the eden you ee Namespaces toe 5 son Posen mat aang. com Alerts ‘peat th nal aess to use fr your aris about ne verses malt “= On this tab you can see your personal information as well as which groups and roles you belong to and which capabilities you have in the IBM Cognos environment (not all elements are shown in the screen capture). Depending on your authentication provider and capabilities, information on this page will differ. 146 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI 4. Click the Portal Tabs tab. ‘The result appears as follows: semi _|_ tex _[ForatTab | “lect eerie ocd abe your pot Here you can manage your portal tabs such as adding and removing tabs or changing the order of the tabs. 5. Click Cancel. © 2009, 2011, 1M Corperation 17 ‘This guide contains propretary intrmaton whic protected ty copyright. No prof is document maybe petocoped rereduced, cor varalted ini another language witout a egal leeneeagrooren fom IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Task 10. Explore IBM Cognos Administration. 1. From the Launch menu, click IBM Cognos Administration, ‘The result appears as follows: ambuee we -e This portion of the portal requires administrative access and allows you to monitor and administer IBM Cognos including servers, security, capabilities, data source connections, and the deployment of content. 2. Click Log Off, and then close Mozilla Firefox. Results: As an introduction to IBM Cognos BI, you briefly explored one of the modeling tools, IBM Cognos Connection, and various BI studios to familiarize yourself with the environment and BI workflow. 148 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonOVERVIEW OF 15M COGNOS BI Extend IBM Cognos BI = IBM Cognos provides a wide variety of ways to extend IBM Cognos BI. = For more information, please visit the IBM Cognos Web site http://www-01.ibm.com/software/data/cognos/. (©2003, 2011, IBM Corporation 149 ‘This guide contains propretary information whic i protected ty copyright No part is document maybe photocopied, reproduces Cr torlaed int anotherlanguage witout» aga leeneeagreamen som IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Summary * At the end of this module, you should be able to: | » describe IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM) « describe IBM Cognos BI components » describe IBM Cognos architecture at a high level « define IBM Cognos groups and roles ‘ » explain how to extend IBM Cognos a | 1-60 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIntroduction to IBM Cognos BI Administration 1BM Cognos BI Busine AnisIBM COGNOS BI ADMINISTRATION (V10.1) 22 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonINTRODUCTION TO 18M COGNOS 81 ADMINISTRATION Objectives | = At the end of this module, you should be able to identify and explain: » the role of the Administrator in relation to the IBM Cognos BI administration workflow process » the role of IBM Cognos Administration and IBM Cognos Configuration (©2003, 2011, IBM Corporation 23 ‘Tis guid contains proretary information which is prtued by eopyih. No par of is document may be potocoped, eretced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Administration Workflow 0 ete) ‘Adm IBM Cognos iB Cognos Bild SM Cognos Bl servers security (environment) * TBM Cognos BI single server architecture «distributed * installation and configuration options performance variables ‘multilingual requirements, servers backup activities and schedules data connections deployment: security (content) BI content, ‘The administration workflow process describes the high-level tasks involved in understanding and administering the IBM Cognos BI environment. 24 “This guide contains prep (©2003, 2011, IBM Corporation lolomaton which spotted by copy No pat of his docurssi may be phoinceped epreduced, ‘or rarlated io another anguage witout a icons agrooment rom IM CorporatonINTRODUCTION TO 18M COGNOS 81 ADMINISTRATION IBM Cognos Administration Portal * Provides the access point to administration functionality. = Monitor and manage activities, including schedules. = Monitor performance using system metrics. = Modify server properties. = Implement object security. = Manage content. IBM Cognos Administration is a central management interface that contains the administrative tasks for IBM Cognos BI. Tt provides easy access to the overall management of the IBM Cognos BI environment. IBM Cognos Administration is accessible from the Welcome to IBM Cognos Software page or from the Launch menu in IBM Cognos Connection. (©2003, 2011, IBM Corporation 28 ‘Tis guid contains proretary information which is prtued by eopyih. No par of is document may be potocoped, eretced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) IBM Cognos Configuration * Set the initial configuration of IBM Cognos BI components. = Modify component properties. = Start or stop the IBM Cognos BI services. IBM Cognos Configuration is a client-based application that can be installed on either Windows or UNIX platforms. 26 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM Coperaten10 INTRODUCTION TO 15M COGNOS 81 ADMINISTRATION Explore IBM Cognos Administration Purpos To become familiar with IBM Cognos BI, you will navigate through IBM Cognos Admi stration and identify some of the administrative tasks that can be performed on the Status, Security, and Configuration tabs. Task 1. Explore the Status tab. 1 2. Open Internet Explorer. In the Address box, type http://localhost:88/ibmcognos, and then press Enter. In the User ID box, type admin, in the Password box, type Educationt!, and then click OK. Click Administer IBM Cognos content. IBM Cognos Administration opens displaying four tabs: Status, Security, Configuration, and Index Search. Use the Status tab to monitor and manage current, past, and upcoming run activities, monitor system metrics, and manage schedules, The default view is set to Current Activities, where you can: ‘© monitor pending, executing, suspended, and waiting activities in either a graph or ina list © filter the view by activity type (background or interactive) priority * perform actions such as canceling, suspending, releasing, or overriding the priority of jobs (©2003, 2011, IBM Corporation a7 ‘Ths uid contains proretaryntvmato whic ie prtaed by eopyight No prof Bis document may be ptoraped epreduced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 5. Click Past Activities. You can: © monitor past run activities, including those that have succeeded, failed, or were cancelled © filter the view by period, user, or status © filter the view using advanced options including by owner, by type, by dispatcher, or by scope (folder location) 6. Click Upcoming Activities. You can: ‘© monitor all upcoming activities that are scheduled for a specific day * filter the view by day, user, status, or priority © filter the view using advanced options including by owner, by type, or by scope (folder location) perform actions such as canceling a job, modifying the schedule for a job, overriding the priority of a job, or suspending activities indefinitely or toa later time. 28 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonINTRODUCTION TO 18M COGNOS 81 ADMINISTRATION 7. Click Schedules. You can: * view scheduled entries as a list, which shows the name, status, priority, date and time the schedule was modified, and the user who scheduled the entry view scheduled entries as a bar chart which shows an overview of activities broken down by enabled and disabled schedules * filter the entries by status, priority, type, scope, user that scheduled the entry, and by entry owner set properties, run the schedule once, disable and enable scheduled entries, modify the schedule, remove the schedule, set the priority, and view the run history (©2003, 2011, IBM Corporation 29 ‘Tis guid contains proretary information which is prtued by eopyih. No par of is document may be potocoped, eretced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 8. 10. 1. 12, Click System. ‘You can monitor performance using system metrics, The System page has three panes, which you use to evaluate system status: Scorecard, Metrics, and Settings. Use the Scorecard pane to monitor entries such as system, servers, server groups, dispatchers, and services, For each entry, a metric score and operational status are displayed. The Scorecatd pane is organized hierarchically so that you can navigate to different levels in the system. The default view shows the System node, and all IBM Cognos BI servers in the system, Currently, there is only one server installed. There are no system metrics configured at this point so there are no metric scores to display Click . ‘The dispatchers registered on the server are displayed. Metric score and operational status can be displayed for the dispatcher. Click http://:/9300/p2pd. ‘The services under the control of the dispatcher are displayed. Metric score and operational status can be displayed for each service. Click the down arrow beside BatchReportService. A list of Actions that can be performed on the service is displayed, You are now at the lowest level in the Scorecard pane. You can navigate back up the hierarchy using the navigation path at the top of the pane. In the navigation path, click . You are back to the same view as in step 9. ©2003, 2011, IBM Corporation Jormaton wei i rotate by copyright No part of this document maybe olocpied repreducad ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk Corporaton “This guide contains prepINTRODUCTION TO 18M COGNOS 81 ADMINISTRATION 13. In the navigation path, click All servers. You are back to the same view as in step 8. 14, Maximize the Scorecard pane. ‘The view changes to display details about individual servers. This provides a side-by-side comparison of components and their current details. 15. Click the down arrow L” | beside All servers. ‘You can change the view of the Scorecard pane to display details for groupings of entries. 16. Click All dispatchers You can view details for all dispatchers in the environment, 17. Click http://:9300/p2pd. You can view details for all services under control of this dispatcher. 18. Click the down arrow beside All dispatchers, click Alll servers, and then restore the Scorecard pane. ‘The view changes back to displaying all panes, The Scorecard pane is in context with the last selections you made when it was maximized. 19. Click the down arrow beside All servers. With Scorecard pane restored, you can again change the view to display groupings of entries. © 2003, 2011, 18M Corporation ant ‘Tis guid contains proretary information which is prtued by eopyih. No par of is document may be potocoped, eretced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 20. 21. 22, 24. 212 Click All dispatchers, and then click http://:9300/p2pd. In the Scorecard pane, click BatchReportService. ‘The content in the Metrics and Settings pane changes interactively depending on what you select in the Scorecard pane. In the Metrics pane, you can view metric groupings, The available groups will depend on what you have selected in the Scorecard pane. You can view metric scores for each grouping broken down by indicator (green square, yellow triangle, red circle). There are currently no metric scores because you have not set any thresholds, In the Metries pane, expand Request. ‘The metric scores and values for the request metrics of the BatchReportService are displayed. You can set thresholds (Edit icon) for these metrics. Beside Number of failed requests, click Edit thresholds. To set the threshold, you must define a performance pattern. Click High values are good. In this case, performance is deemed to be improving or good when values for this metric increase. Notice that there are two boxes available for setting thresholds. One is for defining when the metric score indicator changes from yellow to green (and vice versa), and one for defining when it changes from red to yellow (and vice versa). ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonINTRODUCTION TO 18M COGNOS 81 ADMINISTRATION 25. Click Middle values are good. In this case, performance is deemed to be improving or good when values for this metric are at or move toward a middle value (often a range). Notice that there are four boxes available for setting thresholds. There are two for defining when the metric score indicator changes from green, to yellow, to red as values move up and away from the middle. There are two more for defining when the metric score indicator changes from green, to yellow, to red for values moving down and away from the middle, 26. Click Low values are good. In this case performance is deemed to be improving or good when values for this metric decrease. Notice that there are two boxes available for setting thresholds. One is for defining when the metric score indicator changes from red to yellow (and vice versa), and one for defining when it changes from yellow to green (and vice versa). 27. Click Cancel. 28. In the Scorecard pane, click ContentManagerService, and then in the Metrics pane, expand Request. Note the value for the Number of processed requests metric. 29, At the top of the Metrics pane, click Refresh ‘The value for the Number of processed requests metric has increased. (©2003, 2011, IBM Corporation ‘Tis guid contains proretary information which is prtued by eopyih. No par of is document may be potocoped, eretced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 30. At the top of the Settings pane, click Minimize, and then refresh the Metrics pane. ‘The value for the Number of processed requests metric increases again. ‘This indicates that metric values can be gathered continuously regardless of any thresholds being set. This also indicates that every action in the portal is a request. 31. Restore the Settings pane. In the Settings pane, you can view categories of current property settings. The available categories will depend on what you have selected in the Scorecard pane. 32. In the Scorecard pane, click BatchReportService, and then in the Settings pane, expand Tuning. This is a read-only pane. You can view the current tuning settings provided for the BatchReportService. 33, Collapse Tuning, and then click Set properties ES | ‘You can modify the settings for the BatchReportService. 34. Set the following properties: Number of high affinity connections for the batch report service during non-peak period = 2 Number of low affinity connections for the batch report service during non-peak period = 3 35. Click OK. ana (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenINTRODUCTION TO 18M COGNOS 81 ADMINISTRATION Task 2. Explore the Security tab. 1. Click the Security tab. Use the Security tab to manage users, groups and roles and control aecess to functionality. The default view is set to Users, groups, and roles, where you can: * manage the Cognos namespace ‘© create and manage groups and roles in the Cognos namespace ‘© manage users from third-party authentication providers 2. Click Cognos. You can: create user-defined groups and roles ‘* add users to predefined and user-defined groups and roles ‘© manage predefined and user-defined groups and roles edit the default user profile 3. Click Capabilities. ‘You can control access to functionality in the IBM Cognos BI and IBM Cognos Planning environment. 4. Beside Administration, click the down arrow, and then click Set properties. 5. Click the Permissions tab. You can assign access to IBM Cognos Administration. Notice that there is default access assigned to multiple predefined groups and roles. 6. Click Cancel, and then click User Interface Profiles. You can control access to the authoring functionality in Report Studio (Professional) and IBM Cognos Business Insight Advanced (Express). © 2003, 2011, 18M Corporation 245 Crtonlated ini another lnguage wit rotated by copy. No pat tis document may be pholoconid, reproduced canes aprarent rm 86 Corportion,IBM COGNOS BI ADMINISTRATION (V10.1) Task 3. Explore the Configuration tab. 1 Click the Configuration tab. Use the Configuration tab t © create and manage data source connections ‘© manage content in the environment © create and manage distribution lists, and contacts, printers, styles, and portlets ® manage dispatchers and services © administer query service caching ‘The default view is set to Data Source Connections. Click Dispatchers and Services. This view displays the dispatchers installed in the environment. Click http:/ / /:9300/p2pd. ‘This view displays all the services managed by this dispatcher. Click Set properties - BatchReportService, and then click Settings. You can view default settings and configure settings for the BatchReportService, Notice the change we made for the high and low affinity connections properties that were set in Task 1 (©2003, 2011, IBM Corporation ‘ats oar to enaher ngage whet slog ines agreomant rom IM Carporabon6. INTRODUCTION TO 15M COGNOS 81 ADMINISTRATION Set the properties back to their default values: Number of high affinity connections for the batch report service during non-peak period = 1 Number of low affinity connections for the batch report service during non-peak period = 2 Click OK. Task 4. Explore the Index Search tab. 1. 2 Click the Index Search tab. Use the Index Search tab to specify settings for index creation and update, including: control the scope of the index . manage data collection * limit index by language © adjust results relevance © suggest content © integrate with another search engine Other administrative tasks include integrating with and publishing index content to third-party search engines. Search results depend on the access permissions of the person who indexes the content as well as the user who searches the content. Log off, and then close Internet Explorer. Results: You have familiarized yourself with IBM Cognos BI by navigating through IBM Cognos Administration. You identified some of the administrative tasks that can be performed on the Status, Security, and Configuration tabs. (©2003, 2011, IBM Corporation 247 ‘Ths uid contains proretaryntvmato whic ie prtaed by eopyight No prof Bis document may be ptoraped epreduced Cranes into another language woot» nga leeneeagreaen rom I Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Summary | = At the end of this module, you should be able to identify and explain: » the role of the Administrator in relation to the IBM Cognos BI administration workflow process » the role of IBM Cognos Administration and IBM Cognos Configuration 248 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIdentify IBM Cognos BI Architecture IBM Cognos BI Busine AnisIBM COGNOS BI ADMINISTRATION (V10.1) 32 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Objectives + At the end of this module, you should be able to identify and explain: + the features of the IBM Cognos BI architecture + the three architectural tiers ~ IBM Cognos BI servlets and services + the default servlet container and alternatives to its use * an example of IBM Cognos BI request processing + installation options + load balancing mechanisms > * configuration options + the IBM Cognos Application Firewall (©2003, 2011, IBM Corporation 38 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) one ee all Pe IBM Cognos 8! ff 1BM Cognos BI + IBM Cognos BI = single server _+_servers * servers architecture * distributed security * backup * installation and (environment) aetivties and oe saves * data connections * performance ie el variables en + multilingual + security requirements (content + TBM Cognos BI content ‘vars This module provides you with an understanding of the IBM Cognos BI sever components and how they work together to process requests. You will identify different installation and configuration options for IBM Cognos BI server components. a4 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Identify Features of the Architecture = Features of the IBM Cognos BI architecture include: » zero footprint Web administration = a.common dispatcher = scalability = support for leading RDBMS for content management. » integration with Web farms « platform independence * openness and extensibility = support for multiple languages IBM Cognos BI components share a single, fully distributable architecture. IBM. Cognos BI provides high scalability, robustness, and ease of integration with your infrastructure. (©2003, 2011, IBM Corporation 35 ‘Tis guid contains prpretry nomation whic i protected by eoppigh No par of is document maybe otocopied, reproduced Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Desires Anais Examine the Three Tiered Architecture = IBM Cognos BI architecture is separated into three tier Tem Cognos ear [/ Web-based and wseriterace | Windows-based interfaces SOAP oF URL Ter 1: Web server SOAP netrk real network firewall Web sever 1M Cognes Bl gateways 1B¥ Cognos I Applaton Ti BIBus| components tn desatcher nd Corert Manse network frewall Ter3:0at@ — (308C apt} (apac Content stor ery iabasesMtr stores oes, The tiers are based on component function, and are typically separated by firewalls. IBM Cognos BI user interfaces sit above the tiers. Communication between components is SOAP on HTTP protocol. ‘To communicate with IBM Cognos BI, third-party applications can use either a URL (get or post) API or the SOAP (BI Bus) API. 36 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Examine Tier 1 - Web Server: Gateways = Web communication is typically through the IBM Cognos BI gateway, which resides on one or more Web servers. J——>| Web |_5 18m Cognos Bl gateways r Serve at = Ina distributed installation, the gateway must be configured to communicate with a dispatcher. ‘The function of the IBM Cognos BI gateway is to pass requests from the browser to the IBM Cognos dispatcher for processing. For failover protection, you can configure more than one dispatcher for a gateway computer. (©2003, 2011, IBM Corporation a7 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Examine Tier 2 - Applications: IBM Cognos BI Server = An IBM Cognos BI server: = processes requests, such as reports, analyses, and queries, that are forwarded by a gateway » renders the IBM Cognos BI user interfaces Ter 1 4 IBM Cognos BI server ‘Application Tet Components|| Content Manager Dispatcher ‘eared Cognos Access Manager Ter 3 ‘The second tier of the IBM Cognos BI architecture is the applications tier, which hosts the IBM Cognos BI server and its associated services. Each IBM Cognos BI installation includes: ‘© Application Tier Components - includes the dispatcher and the local services managed by the dispatcher © Content Manager - stores application data, including report specifications, report output, security, and configuration data 38 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE patcher requests locally. dispatcher. 18M Cognos BI server [Application Tier Components [Dispatcher { services Examine Tier 2 - Application: = The dispatcher starts all IBM Cognos services configured and enabled on a computer, and routes * A dispatcher can also route requests to another Batch report service Content Manager service Content Manager Cache service Event management service Job service ig service Metric Studio service Presentation service Report data service Report service ‘system service oer, ‘The dispatcher is a Java servlet that starts all IBM Cognos services configured and enabled on a computer, and routes requests from the gateway to local se execution. ss for Ifa dispatcher fails or is unavailable, it can route requests to other dispatchers because all dispatchers are aware of one another. Which dispatcher receives the routed request depends on the load-balancing strategy you are employing, This could include internal load-balancing mechanisms offered by IBM Cognos BI or an external load-balancing technique, such as a router. (©2003, 2011, IBM Corporation 39 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Examine Tier 2 - Applications: Content Manager = Content Manager manages the storage of IBM Cognos BI application data in the content store. ‘Authentication | Cryptographic Sacsaibinl Haimanteey ‘The Content Manager service is a Java servlet that stores IBM Cognos BI application data in and retrieves it from the content store. Multiple Content Manager components can be installed to ensure failover. Content Manager contains Access Manager (AM), which is the security component used to implement authentication, authorization, and encryption. ©2003, 2011, IBM Corporation ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM Corporaton 310IDENTIFY 18M COGNOS 81 ARCHITECTURE Examine Tier 3 - Data: Content Providers = The IBM Cognos BI data tier contains: » the content store - one instance » the data sources » the metric store - multiple instances Content store Data sources Metric stores ‘The third tier of the IBM Cognos BI architecture is the data tier, which hosts: © Content store - relational database that stores IBM Cognos BI application data ‘© Data sources - relational databases, dimensional cubes, files, or other physical data stores that can be accessed through IBM Cognos BI ® Metric store - relational database that stores content for metric packages, and Metric Studio settings, such as user preferences (©2003, 2011, IBM Corporation ant ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Examine the Log Server = Use the Log Message facility to investigate and diagnose the behavior of the IBM Cognos BI system. * Determine the logging configuration that is suitable for your environment. ESE ¥ ¥ tegeew | Hh > [tegen iw As part of the installation, a log server is installed and log files are written to the c10_location /logs folder on every IBM Cognos BI computer that contains Content Manager or Application Tier Components. Because the log server uses a different port from the other IBM Cognos BI components, it continues to process events even if other services on the local computer, such as the dispatcher, are disabled. Use log messages to investigate and diagnose the behavior of IBM Cognos BL. Log, messages are generated by the various components, filtered by level, and directed to one or more destinations by the log server. ana. ©2003, 2011, IBM Corporation loca may be phslocepied produce icone agroment rm kt Corporaton “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ‘or rarlated io another anguage witout aIDENTIFY 18M COGNOS 81 ARCHITECTURE Examine IBM Cognos BI Servlets = IBM Cognos BI operates with two Java servlets running in a Java servlet container. Report service ||| Dispatcher | ‘Content Manager (ce) (ava servlet) ava serviet) |[Batonropor | | | servic Tomcat (defauit) ——> = You can configure IBM Cognos BI to use a third-party application server other than Tomcat. fers ‘The Content Manager servlet and dispatcher servlet run within the Java servlet container configured for IBM Cognos BI. By default, IBM Cognos BI installs and uses Apache Tomeat as the default servlet container. ‘The report and batch report services are C++ applications running as child processes of the dispatcher, but do not run within the servlet container. All other services are Java based and run within the servlet container. (©2003, 2011, IBM Corporation 343 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Busines Anais Example: IBM Cognos BI Request Processing = Run report request @ [ ©” gateway oe o365p Se report service | |content manager| _ | presentation service ® of browser Request flow describes internal IBM Cognos BI responses to user requests. In general, browser requests go through the gateway and are sent to a dispatcher. ‘There are hundreds of types of requests in IBM Cognos BI, including viewing a report or analysis, running a report or analysis, running a scheduled task, or opening an IBM. Cognos Connection folder. ans ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Performance Planning = System performance = measured by effectiveness in completing tasks «a function of processing capacity and workload = Performance variables to consider = capacity = scalability = availability ‘To ensure that IBM Cognos BI performs optimally, plan your IBM Cognos BI implementation with performance in mind. Variables that affect performance include: * capacity - decide how much hardware you need to run IBM Cognos BI, given your expected processing workload © scalability - decide how to install and configure IBM Cognos BI components to take advantage of the ability of IBM Cognos BI to scale to meet increasing demand * availability - decide how to implement IBM Cognos BI to take advantage of its, ability to provide failover support (©2003, 2011, IBM Corporation 345 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Installation Planning = Examine installation options. « Install all server components on one computer. » Perform a distributed installation - multiple options available. « Install modeling components with, or separately from, the server components. = Separate the content store from other IBM Cognos BI components. ‘To ensure that IBM Cognos BI performs optimally, plan your IBM Cognos BI implementation with installation in mind. When you install IBM Cognos BI, you can determine the location of each of the three architectural layers, You can install the components using any of the above scenarios. 316 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Install IBM Cognos BI on One Computer = Install all IBM Cognos BI components on one computer: = for proof of concept purposes = in a test or development environment ~ -[eomputerA Web server Dispatcher gateway Content Manager| Web browser | —>! Install IBM Cognos BI components on a single computer if the user load is expected to be small. (©2003, 2011, IBM Corporation 347 ‘Tis guid contains prpretry nomation whic i protected by eoppigh No par of is document maybe otocopied, reproduced Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Install Gateways on a Separate Computer = To improve performance, install gateways on one or more computers that are separate from other components. eA, Web server gateway ‘You can install the gateway component on one or more computers, each hosting Web servers, and install the remaining IBM Cognos BI components on other computers. 348 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Separate Application Tier Components and Content Manager = Install Application Tier Components on separate computers from the Content Manager to improve performance, availability, and capacity. Web browser Content Manager ‘You can install multiple instances of the application tier components on separate computers. ‘You can install Content Manager on a different computer from the other IBM Cognos BI server components. (©2003, 2011, IBM Corporation 349 ‘Tis guid contains prpretry nomation whic i protected by eoppigh No par of is document maybe otocopied, reproduced Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Install a Standby Content Manager * To ensure failover protection, install standby Content Managers on more than one computer. Standby Content Dispatcher L Manager(s) 7 Web server || Content gateway Store Dispatcher sa ‘The distributed installation can include more than one Content Manager computer where one is active and others are on standby. If the active Content Manager computer is not available because of a software or harclware failure, a standby Content Manager computer becomes active and requests are directed to it. A standby Content Manager can also be manually activated, or if itis currently in standby mode, you can specify it as the default active service at startup. 320 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Install Modeling Tools * Considerations: « configuring communication to the IBM Cognos server - gateway or dispatcher » firewalls = size of models » Web server No matter where you install the IBM Cognos BI server components, you must also install and configure the IBM Cognos BI modeling tools. Decide where to install the modeling tools and how you will configure them based on your environment and your reporting requirements. (©2003, 2011, IBM Corporation ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation. 321IBM COGNOS BI ADMINISTRATION (V10.1) Balance the Request Load = Use multiple instances of the IBM Cognos BI components to balance the load of requests. = At the level of the dispatcher, load balancing is automatic in a distributed installation. IBM Cognos server |[IBM Cognos server| [IBM Cognos server] (dispatcher) (dispatcher) (dispatcher) In the IBM Cognos BI architecture, load balancing can occur at the level of the gateway and/or at the level of the report server if multiple instances of each component are installed. 322 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Load Balancing Options = Implement load balancing without an external load balancing mechanism. Web server gateway with dispatcher IBM Cognos. IBM Cognos | IBM Cognos server with ‘server with server with dispatcher dispatcher dispatcher sa Because gateway servers often have less load than IBM Cognos BI servers, you may achieve better performance by configuring dispatchers together with the gateways. ‘This configuration ensures that the processing capacity of the IBM Cognos BI servers is directed toward serving report requests rather than load balancing requests. (©2003, 2011, IBM Corporation 323 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Load Balancing Options (cont'd) = Implement load balancing without an external load balancing mechanism. Web server | | Web server gateway gateway IBM Cognos server + dedicated asa => | Dispatcher dispatcher IM Cognos | | IBM Cognos | | IBM Cognos ver with | | serverwith || server with dispatcher | | dispatcher || dispatcher You can also achieve load balancing by having gateways direct all traffic to an IBM Cognos server computer that is dedicated to dispatching, ‘This configuration also removes dispatching load from the IBM Cognos servers. However, it does require separate dispatching computers. 328 ©2003, 2011, IBM Corporation ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Load Balancing Options (cont'd) = Implement load balancing with an external load balancing mechanism (routers). LStaE Optional lood-balencing <— vais In addition, IBM Cognos BI supports load-balancing routers or other network technologies that distribute requests across multiple Web or application servers, ensuring that each dispatcher is given the same workload. You can use external load-balancing mechanisms in either or both of these locations: @ between the browser and Tier 1: Web Server © between Tier 1: Web Server and Tier 2: IBM Cognos server (©2003, 2011, IBM Corporation 3.25 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Examine Request Affinity « Affinity - requests assigned to a specific server or load-balanced to another server = IBM Cognos BI request affinity «= high = low » absolute = not configurable, but you can specify the number of connections that a dispatcher can open, based on the affinity type of the requests. sn ‘To ensure that requests are managed efficiently and load is balanced, IBM Cognos BL uses request affinity to route some requests. Affinity between request and server ensures that requests are routed to an appropriate computer for execution. The use of one or more load-balancing mechanisms does not disrupt request affinity processing. 3.26 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Specify Advanced Dispatcher Routing * Define routing rules so that report requests are processed by specific servers. = Rules are defined and enforced based on which: = package is being accessed by the report = group or role to which the user belongs For report requests, you may want to have more control over which server will be responsible for processing them. You create routing rules that define conditions for determining which servers will process the requests. The routing rules you define are based on packages and/or group or role. When you run a report that requires access to a given package, and a routing rule has been defined for the package, the report will be processed by the server defined in the routing rule. When a report is run by a user who is a member of a given group or role, and a routing rule has been defined for the group or role, the report will be processed by the server defined in the routing rule. (©2003, 2011, IBM Corporation 327 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Configure IBM Cognos BI « For all installations, the following components must be configured: = Web server aliases « database connection properties for the content store » Web browsers = Perform additional configuration for: = modifying default property settings » distributed installations + installing the modeling tools on a separate computer When you install IBM Cognos BI components, the installation uses default configuration settings. Perform additional configuration depending on your environment and reporting requirements. 328 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Modify the Default Configuration = Change port numbers. « Use a different gateway interface. = Implement security, a source control system, or notification services. = Use an alternate auditing destination. * Use a different cryptographic provider. = Configure the gateway to point to a namespace. = Enable and disable services to set up dedicated processing. = Control the resources available to the IBM Cognos service. Initially, default property settings are used to configure may want to change these default settings to better s the components. However, you your environment. You can modify the default configuration using IBM Cognos Configuration. (©2003, 2011, IBM Corporation 3.29 ‘Tis guid contains prpretry nomation whic i protected by eoppigh No par of is document maybe otocopied, reproduced Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Modify the Global Configuration = You change global settings to: = customize language support for the user interface » customize currency support = customize content locale support = map the language used in the product user interface = map content locales = add fonts to your IBM Cognos BI environment = customize the default time zone = change the encoding for email messages = customize cookie settings + configure a file system location for saving report output outside 18M Cognos BI 3.30 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Configure for a Distributed Installation «= In a distributed installation, you must configure: = Content Manager(s) to know the location of the content store « Application Tier Components computer(s) to know the location of Content Manager(s) = Gateway computer(s) to know the location of at least one dispatcher » Cryptographic properties so that they are the same ‘on all computers * After configuration, you must start the services on the Content Manager computer first. copes, For distributed installation, you must perform the following configuration: * on the computer(s) hosting the Content Manager, configure the location of the content store © on the computer(s) hosting the Application Tier components, configure the location of the Content Manager(s) by setting the Content Manager URIs * on the computer(s) hosting the gateway, configure the location of the dispatcher(s) by setting the External Dispatcher URT Ina distributed environment, you must configure and start the services on a Content Manager computer before you configure other IBM Cognos BI computers. This ensures that the certificate authority service, which is installed with Content Manager, is available to issue certificates to other IBM Cognos BI computers. (©2003, 2011, IBM Corporation 331 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Configure Logging » By default, the log server is configured to send messages to a flat-file called cogserver.log. By default, the message logging facility is configured to send messages to a comma delimited flat file called cogserver.log, located in ¢10_location/logs. You can alter the default configuration in IBM Cognos Configuration by specifying the properties of the log server, the location of the log messages, and the size and number of log files. Ina distributed installation, there are two or more log servers. You can configure the distributed installation to direct log information to a common remote log server. The common log server directs the log information to a single destination. 332 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Configure IBM Cognos Application Firewall = To supplement security, configure the properties in IBM Cognos Configuration to enable the IBM Cognos Application Firewall. aacacaaaaas By default, IBM Cognos Application Firewall is enabled and is an essential component of IBM Cognos BI security helping to provide protection against penetration vulnerabilities. Teacts as a smart proxy for the IBM Cognos gateways and dispatchers and works to prevent the IBM Cognos BI from processing malicious data. HTTP and XML requests are analyzed, modified, and validated before the gateways or dispatchers process them, and before they are sent to the requesting client or service. Security features of the IBM Cognos Application Firewall include, data validation and protection, logging and monitoring, and output Protection. (©2003, 2011, IBM Corporation 333 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor varlted ini another language witout a egal leeneeagrooren fm IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Summary + At the end of this module, you should be able to identify and explain: + the features of the IBM Cognos BI architecture the three architectural tiers 1BM Cognos BI servlets and services + the default servlet container and alternatives to its use * an example of IBM Cognos BI request processing installation options + load balancing mechanisms > * configuration options the IBM Cognos Application Firewall 334 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS BI ARCHITECTURE Workshop 1: Perform a Distributed Installation To become familiar with the installation and architectural components of IBM Cognos BI, you will perform a multi-server distributed installation. You will use a technique that will allow you to simulate the distributed environment on a single computer. To install and configure the components, perform the following tasks: ‘© Create and configure the content store and audit database. Install and configure a full instance of the IBM Cognos BI server environment, including Content Manager, Dispatcher, and Gateway. © Install and configure Framework Manager. ‘© Install and configure IBM Cognos BI samples. Install and configure a second instance, including Content Manager and Dispatcher only. Install and configure a third instance, including Gateway only. For more detailed information outlined as tasks, see the Task Table section. For the final query results, ‘Table section. -e the Workshop Results section that follows the Task (©2003, 2011, IBM Corporation 3.35 ‘Tis guid contains prpretry nomation whic i protected by eoppigh No par of is document maybe otocopied, reproduced Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS 1 ADMINISTRATION (V10.1) Workshop ‘ask Table Task I: Start the required services for the server hosting the content store, audit, and notification store databases, and the mail server. Where to Work Hints Start menu/Control Panel/ Administrative Tools/Services : © Start the following services: Apache Directory Server © DB2-DB2COPYI - DB2 * DB2DAS - DB2DAS00 DB2 Remote Command Server (DB2COPY1) Task 2. Create the IBM Cognos BI content store and audit database. Where to Work Hints Machine D/Windows | Navigate to C:\Edcognos\B5155_sa\03- Explorer/Notepad Identify_IBM_Cognos_BI_Architecture, and then open DB2 Script - Create & Config C10 Content Store.txt in Notepad. Windows ‘© Copy contents of DB2 Script - Create & Config C10 Explorer/Notepad/DB2 | Content Store.txt and paste in Command Editor, and Command Editor/DB2 | then Execute. Control Center © Create an additional database called AUDIT using DB2 Script - Create & Config C10 Auditst, and verify database and tables. 3.36 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Task 3. Install Content Manager, Gateway, and Application Tier Components. Where to Work Hints IBM Cognos Bl # Run issctup.exe from C:\Edeognos\B5155_sa\03- Installation Wizard Identify IBM_Cognos_BI_ Architecture\IBM Cognos BI Install Files\bisrvr\win32\. © Ensure that the installation drive is D: © Change the name of the installation directory to cl0full. Note: to facilitate distributing components on a single computer, you will be configuring everything to non- default locations, ports, service names and Web aliases to avoid conflicts during potential future installs of the product. * Leave the default selection of components, inclu Content Manager, Application Tier Components, and Gateway. Change the Shortcut name to IBM Cognos Full so this instance is descriptive in the Program Shortcuts. * Donot configure. (©2003, 2011, IBM Corporation 337 i contains propratary ran which protected by caprigh. No pa is document maybe photocopied, reproduced ata in ath anguage witout gal hones agreement fom IBM Corporation,IBM COGNOS BI ADMINISTRATION (V10.1) Task 4. Configure Web server aliases in IS. Where to Work Hints Control Panel/ Administrative Tools/ Internet Information Services/ Default Web site/ New Virtual Directory Wizard * Under Default Web site, create the following virtual directory: © Name: cl0Dist Directory: \webcontent Permissions: Read * Under the cl0Dist directory create the following, virtual directory: ¢ Name: cgi-bin Directory: \cgi-bin Permission: Read, Run Scripts, Execute TIS/Default Web * Allow directory browsing on the images folder. site/ibmeognos/samples/ images/ Properties Task 5. Configure environment properties for IBM Cognos BI. Where to Work Hints Start menu/ All Programs/IBM Cognos 10 Full/IBM Cognos Configuration/Explorer pane/Environment node * Inthe Properties pane, set the following properties: © Gateway URI - http://:88/cl0Dist/cgi-bin/cognos.cgi * Dispatcher URIs for gateway, External dispatcher URI, Internal dispatcher URI, Dispatcher URI for external applications, and the Content Manager URIs properties, change all instances of: * localhost to # port #9300 to 9315 338 “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ©2003, 2011, IBM Corporation loca may be phslocepied produce icone agroment rm kt Corporaton ‘or rarlated io another anguage witout aIDENTIFY 18M COGNOS 81 ARCHITECTURE ‘Task 6. Configure and test the connections from Content Manager to the content store and audit databases, and edit the global configuration. Where to Work Hints Windows Explorer © Copy DB2 drivers (db2jec.jar and db2jcc_license_cu.jar) from D:\Program Files\IBM\SQLLIB \java to D:\Program. Files\IBM\cognos\cl Ofull\\webapps\p2pd\, WEB-INP\lib. IBM Cognos Configuration/Data Access/Content Manager/Content Store * Set the following properties: * Database server and port number: :50000 # User ID and password: © User ID: CL0User © Password: Education1! Database name: cm Where to Work Hints IBM Cognos * Inthe Properties pane, set the following properties: Configuration/Data Access/Logging . # User ID and password: © User ID: C10User Password: Education1! * Database name: AUDIT (©2003, 2011, IBM Corporation 3.39 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Where to Work Hints IBM Cognos Configuration/Data Access/ Content Manager * Inthe Properties pane, set the value of the Save report outputs to a file system? property to True. ¢ From the Actions menu, click Edit Global Configuration, and then click the General tab. * Inthe Value column, beside Archive Location File System Root, type file://C:/Fdcognos, and then, press Enter. Note: The directory C:\Edcognos must already exist. Task 7. Configure the IBM Cognos service, save the configuration, start the services, and then test IBM Cognos BI. Where to Work Hints IBM Cognos * In the Properties pane, change the shutdown port Configuration/Environment| property from the default of 9399 to 9415 node/IBM Cognos service/IBM Cognos Rename IBM Cognos 10 to IBM Cognos 10 Full. IBM Cognos * Save the configuration, and then start the services. Configuration /toolbar IBM Cognos Administration/Dispatchers and Services Test by launching IBM Cognos 10 BI in a browser. © http://:88/c10Dist © Navigate to IBM Cognos Administration to confirm the registration of the dispatcher. © Drill down on the dispatcher to confirm the presence of the Content Manager service. 340 “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ©2003, 2011, IBM Corporation loca may be phslocepied produce icone agroment rm kt Corporaton ‘or rarlated io another anguage witout aIDENTIFY 18M COGNOS 81 ARCHITECTURE Task 8. Install and configure Framework Manager. Where to Work Hints IBM Cognos BI Installation | Run issetup.exe from C:\Edcognos\B5155_sa\03- Wizard Identify_IBM_Cognos_BI_Architecture\IBM Cognos BI Install Files\bimodel\win32\, # Ensure that the installation drive is D:. * Change the name of the installation directory to cl0FM. * Leave the default sclection of components. * Change the Shortcut name to IBM Cognos 10 FM so this instance is descriptive in the Program Shorteuts. IBM Cognos Configuration |, Gren IBM Cognos Configuration and configure Framework Manager. * Set Gateway URI property heep:/ /s cognos.cgi 8 /e10Dist/egi-bin/ © Set Dispatcher URI for external applications property as follows: * localhost to © port #9300 to 9315 * Save the configuration. (©2003, 2011, IBM Corporation 341 i contains propratary ran which protected by caprigh. No pa is document maybe photocopied, reproduced lated io another angvage who gal henge agreement som IM Corporstion,IBM COGNOS BI ADMINISTRATION (V10.1) Task 9. Install IBM Cognos 10 samples. Where to Work Hints IBM Cognos BI Installation Wizard © Run issetup.exe from C:\Edcognos\B5155_sa\03- Identify_IBM_Cognos_BI_Architecture\IBM Cognos BI Install Files\ bisamples\win32\ Ensure that the installation drive is D:. * Change the name of the installation directory to c8full. * Change the Shortcut name to IBM Cognos 8 Full so this instance is descriptive in the Program Shortcuts. Task 10. Publish a package from Framework Manager. Where to Work Hints Framework Manager © Open great_outdoors_warehouse.cpf project located Project Viewer pane/ Packages folder at D:\Program. Files\\cognos\IBM\c10full\webcontent\, samples\Models\great_outdoors_warehouse. Publish the GO Data Warehouse (query) package to verify communication with the dispatcher. © Set the publish location to Public Folders. * Close IBM Cognos Framework Manager without saving, IBM Cognos Connection * Verity the presence of the package in IBM Cognos Connection 342 {© 2009, 2011, IBM Corporaton ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Task 11. Deploy content. Where to Work Hints Windows Explorer IBM Cognos Administration /Configuration tab/Content Administration link/New Import Wizard © Copy the Cognos_Samples.zip from D:\Program Files\IBM\cognos\cl 0full\webcontent\ samples\, content, and paste to D:\Program Files\IBM\cognos\cl 0fall\deployment * Import from the Cognos_Samples.zip and choose the Samples folder in the wizard. Task 12. Create and test data source connections. Where to Work Hints IBM Cognos Administration / Configuration tab/Data Source /New Data Source Wizard * Create Ist data source for the GO Sales (analysis) and GO Sales (query) packages: # Name: great_outdoors_sales © Type: DB2 * DB2 database name: GS_DB * Create signon GOSALES/Educationt!) © Test and Finish (©2003, 2011, IBM Corporation 343 i contains propratary ran which protected by caprigh. No pa is document maybe photocopied, reproduced lated io another angvage who gal henge agreement som IM Corporstion,IBM COGNOS BI ADMINISTRATION (V10.1) Where to Work Hints IBM Cognos Administration /Configuration tab/Data Source /New Data Source Wizard * Create 2nd data source connection for the GO Data Warehouse (analysis) and GO Data Warehouse (query) packages * Name: great_outdoors_warehouse * Type: DB2 * DB2 database name: GS_DB © Create signon (GOSALESDW /Education1!) Task 13. Test the connection for the GO Sales (query) package. TBM Cognos Connection Cognos Viewer * Launch IBM Cognos Connection: # hup://:88/cl0Dist © Navigate to Public Folders>Samples>Models>Report Studio Samples. * Run the Order Invoices - Donald Chow, Sales Person report. 44 (©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Task 14. Install and configure a second instance of the dispatcher and content manager. Where to Work Hints IBM Cognos BI Installation Wizard Windows Explorer IBM Cognos Configuration/ Environment node © Run issetup.exe from C:\Edcognos\B5155_sa\03- Tdentify_IBM_Cognos_BI_Architecture\, IBM Cognos BI Install Files\bisrvr\win32\. Ensure that the installation drive is D:. © Change the name of the installation directory to cl0DispCM. Ensure that only the following components are selected: © Content Manager * Application Tier Components * Change the Shortcut name to IBM Cognos BI DispCM so that this instance is descriptive in the Program Shortcuts. © Copy DB2 drivers (db2jecjar and db2jec_license_cu.jar) from D:\Program Files\IBM\SQLLIB \java to D:\Program, Files\IBM\cognos\cl Ofull\webapps\p2pd\ WEB-INF\Iib. * Set Gateway URI property to: http://:88/cl0Dist/cgi-bin/ cognos.cgi (©2003, 2011, IBM Corporation 3.45 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor varlted ini another language witout a egal leeneeagrooren fm IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Where to Work Hints IBM Cognos Configuration/Environment node IBM Cognos Configuration /Logging component reference * For External dispatcher URI, Internal dispatcher URI, and the Dispatcher URI for external applications properties, change all instances of: # localhost to * port # 9300 to 9320 ‘© For Content Manager URI property add the following URIs (click Edit): © butp://:9315/p2pd/servlet © hutp://:9320/p2pd servlet © Change the logging port from the default of 9362 to 9376. * Configure a new Destination resource. Name: Database © Type: Database © Configure a new Database resource IBM Cognos Configuration /Logging © Name: AUDIT component teference/Database * Type: DB2 46 {© 2009, 2011, IBM Corporaton “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Where to Work Hints IBM Cognos Configuration/Logging component reference/Database / Audit IBM Cognos Configuration/Data Access/Content ‘Manager/Content Store * Sct the following properties for the connection to the Audit databa © Database server with port number or instance name: :1433 @ User ID: sa ¢ Password: Education1! * Database name: AUDIT. © Test. * Set the following properties for the connection to the content store: © Database server with port number or instance name: :1433 @ User ID: sa © Password: Education! Database name: cm © Test. (©2003, 2011, IBM Corporation 347 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor varlted ini another language witout a egal leeneeagrooren fm IBM CorpraionIBM COGNOS BI ADMINISTRATION (V10.1) Where to Work Hints IBM Cognos * In the Properties pane, change the shutdown port Configuration/Eavironment| property from the default of 9399 to 9416. node/IBM Cognos service/IBM Cognos ‘* Rename IBM Cognos to IBM Cognos 10 DispCM. * Leave IBM Cognos Configuration open. Task 15. Configure the first instance of IBM Cognos 10 BI to know the location of the backup Content Manager, and then start services on both computers. Where to Work Hints IBM Cognos Configuration | For Content Manager URI property add the (from first instance) following to the list of URIs (click Edit): * hup://:9320/p2pd/servlet © Save the configuration, restart services, and then close IBM Cognos Configuration. IBM Cognos Configuration | Save the configuration, start services, and then close (from third instance) TBM Cognos Configuration. 348. ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE Task 16. Verify the second instance of the dispatcher and Content Manager in IBM Cognos Administration. Where to Work Hints ‘The Internet browser/IBM_ | Open IBM Cognos 10 BI Cognos Administration/ Dispatchers and Services * herp:///cl0Dist # Navigate to IBM Cognos Administration to confirm the registration of two dispatchers. * Drill down on the second dispatcher to confirm the presence of the backup Content Manager service. If you need more information to complete a task, see the Step-by-Step instructions at the end of the Workshop. (©2003, 2011, IBM Corporation 349 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) ‘Task 13 - To test the connection for the GO Sales (query) package, you will run the Order Invoices - Donald Chow, Sales Person report, as shown below: Workshop 1:Workshop Results Gientaman Teer. Mar 9, 2010 [sense 360 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonDENTIFY 19M COGNOS BI ARCHITECTURE Workshop itep-by-Step Instructions Task 1. Start the required services for the server hosting the content store, audit, and notification store databases, and the mail server. 1. From the Start menu, click Control Panel, double-click Administrative Tools, and then double-click Service! 2. Right-click Apache Directory Server and click Start. Right-click DB2-DB2COPY1 - DB2, and then click Start. 4, Repeat step 2 to start the DB2DAS - DB2DAS00 and DB2 Remote Command Server (DB2COPY1) services. Task 2. Create the databases for the content store and auditing. Note: If you leave the training environment and return, rerun task 1 to start the services. 1. In Windows Explorer, navigate to C:\Edcognos\B5155_sa\03- Identify_IBM_Cognos_BI_Architecture, and then open DB2 Script - Create & Config C10 Content Store.txt in Notepad. 2. Copy the contents to the clipboard, and then from the Start menu, point All Programs > IBM DB2 > DB2COPY1 (Default) > Command Line Tools, and then click Command Editor. 3. Inthe top pane, paste the contents of the clipboard, and then click Execute. Running this script creates and configures the IBM Cognos BI content store, called CM. 4. Prom the Start menu, point All Programs > IBM DB2 > DB2COPY1 (Default) > General Administration Tools, and then click Control Center. (©2003, 2011, IBM Corporation 361 Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) a 9, In the Control Center View window, select Advanced and click OK. Expand All Databases. The CM database is available. Expand CM, click Tables, and then in the top right pane, scroll the list of tables. At this point only system tables are available. The IBM Cognos BI content store will be populated with additional tables once IBM Cognos BI is installed and configured. Repeat the process to create another database called AUDIT. For the AUDIT database, use the script called DB2 Script - Create & Config C10 Audit.txt. Close Notepad, DB2 Control Center, and DB2 Command Editor. Task 3. Install Content Manager, Gateway, and Application Tier Components. In Windows Explorer, navigate to C:\Edcognos\B5155_sa\03- Identify_IBM_Cognos_BI_Architecture\IBM Cognos BI Install Files\ \bisrvr\win32, and then double-click issetup.exe. In the first window of the IBM Cognos Business Intelligence Server installation wizard, leave the default language selection, and then click Next. In the License Agreement window, click I Agree, and then click Next. In the Installation Location window, ensure that D:\Program Files\ibm cognos\cl0full appears in the Installation Directory box, and then click Next. Click Yes to create the directory. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM Coperaten6. a 9. Task 4. Configure Web server aliases 1 9. 10. Close the Internet Information Services and Admis IDENTIFY 18M COGNOS 81 ARCHITECTURE In the Component Selection window, expand IBM Cognos Business Intelligence Server (Partially selected) to identify that you will be installing Application Tier Components (Dispatcher), Gateway, and Content Manager, and then click Next. In the Shortcut Folder window, change the Shortcut name to IBM Cognos 10 Full, and then click Next. In the Installation Summary window, click Next. Click OK to the me window, click Finish. ge regarding documentation, and then in the Finish From the Start menu, click Control Panel, double-click Administrative Tools, and then double-click Internet Information Services. In the left pane, under Internet Information Services, expand , Web Sites, and Default Web Site. Right-click Default Web Site, point to New, and then click Virtual Directory. In the Welcome box of the Virtual Directory Creation Wizard, click Next, in the Alias box, type cl0Dist, and then click Next. Next to the Directory box, click Browse, and then navigate to D:\Program Files\IBM\cognos\cl0full\webcontent, and then click OK. Click Next, ensure that only the Read check box is selected, and then click Next. Click Finish. Repeat steps 3 to 7 to create the following alias under the c10Dist alias: Name: cgi-bin :\ Program Files\IBM\cognos\clOfull\ cgi-bin Permissions: Read, Run Scripts, Execute Start Default Web Site. Directory: trative Tools windows. (©2003, 2011, IBM Corporation 363 rotated by capi. No pat tis document may be pholacnid, reproduced, Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS 1 ADMINISTRATION (V10.1) Task 5. Configure environment properties for IBM Cognos BI. 1. From the Start menu, point to All Programs > IBM Cognos 10 Full, and then click IBM Cognos Configuration. 2. Inthe Explorer pane, click the Environment node, in the Properties pane, click in the box next to Gateway URI, and then type. http://:88/cl0Dist/cgi-bin/cognos.cgi 3. For the Dispatcher URIs for gateway, External dispatcher URI, Internal dispatcher URI, Dispatcher URI for external applications, and the Content Manager URIs properties, change all instances of localhost to port # 9300 to 9315 Task 6. Configure and test the connections from Content Manager to the content store and audit databases, and edit the global configuration. IBM Cognos BI uses JDBC connectivity to access the database used for the content store and the audit database. By default, the installation of IBM Cognos BI does not include the required drivers to connect to DB2. You must copy these drivers from the DB2 installation directory to the IBM Cognos BI installation directory. 1. In Windows Explorer, navigate to D:\Program Files\IBM\SQLLIB \java, and then copy the db2jcc,jar and db2jcc_license_cu.jar files. 2. Navigate to D:\Program Files\IBM \cognos \cl0full\ webapps \p2pd\WEB-INF \lib, and then paste the db2jcc.jar and db2jec_license_cu.jar files. ‘You will now configure the connection to the content store database, 3. Inthe Explorer pane, click Content Store. 364 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE 4. In the Properties pane, set the following properties: Database server and port number: :50000 User ID and password: User ID: C10User Password: Educationt! Database name: em 5. Inthe Explorer pane, right-click Content Store, and then click Test. 6. After successful completion of the test, click Close. You will now configure the connection to the audit database. 7. Inthe Explorer pane, right-click the Logging component reference, point to ‘New resource, and then click Destination. 8. Inthe Name box, type Database, leave the default selection in the Type list, and then click OK. 9. Right-click the Database resource, and point to New resource, and then click Database. 10. In the Database Name box, type AUDIT, leave the default selection in the Type list, and then click OK. 11. In the Properties pane, set the following properties: Database server and port number: :50000 User ID and password: User ID: C10User Password: Education!! Database name: AUDIT (©2003, 2011, IBM Corporation 365 ‘This guide contains propretary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 12. Test the connection. You will now edit the global configuration properties. 13. In the Explorer pane, below Data Access, click Content Manager. 14, In the Properties pane, set the value of the Save report outputs to a file system? property to True. 15. From the Actions menu, click Edit Global Configuration, and then click the General tab. 16. In the Value column, beside Atchive Location File System Root, type file: //C:/Edcognos, and then press Enter, Note: The directory C:\Edcognos must already exist, 17. Click Test, click Close, and then click OK. Task 7. Configure the IBM Cognos service, save the configuration, start the services, and then test IBM Cognos BI. 1. In the Explorer pane, under the IBM Cognos services component reference, click IBM Cognos. 2. Inthe Properties pane, change the Shutdown port number property from the default of 9399 to 9415, 3. Inthe Explorer pane, right-click IBM Cognos, click Rename, and then change the name to IBM Cognos 10 Full. 4. On the toolbar, click Save configuration, and then click Close. From the Actions menu, click Start, click Close, and then leave IBM Cognos Configuration open. 3:66 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM Carporaton6. 9. IDENTIFY 18M COGNOS 81 ARCHITECTURE Open an Internet browser, in the Address box, type http://:88/cl0Dist, and then press Enter. Click Administer IBM Cognos content, click the Configuration tab, and then click Dispatchers and Services to verify that there is a single entry, representing the dispatcher. Note: Click http://:9315/p2pd to verify that there is a single instance of Content Manager Servic: ater there will be a second dispatcher added to the environment. Note: later there will be a second instance of Content Manager Service added to the environment. Close the Internet browser. Task 8. Install and configure Framework Manager. 1. In Windows Explorer, navigate to C:\Edcognos\B5155_sa\03- Identify_IBM_Cognos_BI_Architecture\IBM Cognos BI Install Files\ bimodel\win32\, and then double-click issetup.exe. 2. Inthe first window of the IBM Cognos Framework Manager installation wizard, leave the default language selection, and then click Next. 3. Inthe License Agreement window, click I agree, and then click Next. 4, Inthe Installation Location window, ensure that D:\Program Files\ibm\cognos\cl0FM appears in the Installation Directory box, and then click Next. 5. Click Yes to create the directory. 6. Inthe Component Selection window, accept the default selections (Framework Manager and Map Manager), and then click Next. (© 2008, 2011, IBM Corperation 357 rotated by capi. No pat tis document may be pholacnid, reproduced, Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) ai 9. 10. iL. 13. In the Shortcut Folder window, in the Program folder box, type IBM Cognos 10 FM, and then click Next. In the Installation Summary window, click Next. Click OK to the message regarding documentation. In the Finish window, select the Start IBM Cognos Configuration check box, and then, click Finish, In the Explorer pane, click the Environment node, in the Properties pane, click in the box next to Gateway URI, and then type. http://:88/cl0Dist/cgi: For the Dispatcher URI for external applications property, change: in/cognos.cgi localhost to port # 9300 to 9315 Save the configuration, and then close this instance (second) of IBM Cognos Configurs jon. Task 9. Install IBM Cognos 10 samples. 1 368 In Windows Explorer, navigate to C:\Edcognos\B5155_sa\03- Identify_IBM_Cognos_BI_Architecture\IBM Cognos BI Install Files\ bisamples\win32\, and then double-click issetup.exe. In the Installation Language Selection window of the IBM Cognos Business Intelligence Samples installation wizard, leave the default language selection, and then click Next. In the License Agreement window, click I agree, and then click Next. In the Installation Location window, ensure that D:\Program Files\ibm\cognos\cl0full appears in the Installation Directory box, and then click Next. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM Coperaten9. IDENTIFY 18M COGNOS 81 ARCHITECTURE Click Yes to continue, and then click Yes to create backup files. When prompted to stop the services, click Next. In the Shortcut Folder window, ensure that IBM Cognos 10 Full appears in the Program folder box, and then click Next. In the Installation Summary window, click Next. In the Finish window, click Finish. Task 10. Publish a package from Framework Manager. Return to the first instance of IBM Cognos Configuration. 2, From the Actions menu, click Start, and then click Close. From the Start menu, point to All Programs>IBM Cognos 10 FM, and then click IBM Cognos Framework Manager. 4, Open the great_outdoors_warehouse.cpf project located at D:\Program Files\IBM\ cognos \clOfull\webcontent\samples\models\, great_outdoors_warehouse. 5, In the Project Viewer pane, expand the Packages folder, right-click GO Data Warehouse (query), and then click Publish Packages. 6. Click Next, click Next again, and then deselect the Verify the Package before publishing check box. 7. Click Publish, and then click Finish, indicating that the publish was successful, and that IBM Cognos Framework Manager is communicating with the dispatcher. 8. Close IBM Cognos Framework Manager without saving. 9, Open the Internet browser, in the Address box, type htp://:88/cl0Dist, and then press Enter. 10. Click IBM Cognos content to see that the GO Data Warehouse (query) package is now available in the Public Folders arca of IBM Cognos Connection. © 2003, 2011. 18M Corporation 369 rotated by capi. No pat tis document may be pholacnid, reproduced, Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Task 11. Deploy content. 1 iy oe 2 a 10. ite In Windows Explorer, copy the IBM_Cognos_Samples.zip file from D:\Program Files\IBM \cognos \ci0full\webcontent\samples\content, and paste to D:\Program Files\IBM\cognos\clOfull\\deployment. In IBM Cognos Connection, from the Launch menu, click IBM Cognos Administration. Click the Configuration tab, and then click Content Administration. On the toolbar, click New Import. Select IBM_Cognos_Samples, and then click Next. Ensure that IBM_Cognos_Samples appears in the Name box, and then click Next. Under Public folders content, select the Samples check box, and then click Next. Accept the default selections, and then click Next. Click Next, and then click Finish. Click Run, and then click OK. From the Launch menu, click IBM Cognos Connection to confirm that the content has been imported, (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenIDENTIFY 18M COGNOS 81 ARCHITECTURE Task 12. Create and test data source connections. AYN 6. of Note: From the Launch menu, click IBM Cognos Administration. Click the Configuration tab, and then on the toolbar, click New Data Source. In the Name box, type great_outdoors_sales, and then click Next. In the Type list, click IBM DB2, leave the remaining default selections, and then click Next. In the DB2 database name box, type GS_DB. Under Signons, select the Password check box, in the User ID box type GOSALES, and then in the Password and Confirm password boxes, type Educationt!. Under Testing, click Test the connection, and then click Test. On the View the results page, click Close, click Close again, and then click Finish. Nove: This connection will be used by both the GO Sales (query) and GO Sales (analysis) packages. Repeat steps 2 to 8 to create a second data source connection. Name: great_outdoors_warehouse ‘Type: IBM DB2 DB2 database name: GS_DB User ID: GOSALESDW Password: Educationt! ‘This connection will be used by the GO Data Warehouse (analysis) and GO Data Warehouse (query) packages. (©2003, 2011, IBM Corporation 361 ‘Tis guid contains prpretry nomation whic i protected by eoppigh No par of is document maybe otocopied, reproduced Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Task 13. Test the connection for the GO Sales (query) ry 3, package. At the top of the page, click Return, and then navigate to Samples> Models>GO Sales (query)>Report Studio Report Samples. Click the Order Invoices - Donald Chow, Sales Person report to verify that the report runs successflly. Close the Internet browser. Task 14. Install and configure a second instance of the ry 362 dispatcher and content manager. Ac this point you have installed a limited distributed environment with server All components in one environment and Framework Manager in another installations have been tested successfully Now, you will install and configure redundant components for failover and load balancing purpos In Windows Explorer, navigate to C:\Edcognos\B5155_sa\03- Identify_IBM_Cognos_BI_Architecture\IBM Cognos BI Install Files \bisrvr\win32\, and then double-click issetup.exe. In the Installation Language Selection window of the IBM Cognos 10 Business Intelligence Server installation wizard, leave the default language selection, and then click Next. In the License Agreement window, click I Agree, and then click Next. In the Installation Location window, ensure that D:\Program Files\ibm\ cognos\cl0DispCM appears in the Installation Directory box, and then click Next. Click Yes to create the directory. (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonIDENTIFY 18M COGNOS 81 ARCHITECTURE 6. In the Component Selection window, expand IBM Cognos 10 Business Intelligence Server, ensure that only Application Tier Components (Dispatcher) and Content Manager are selected, and then click Next. 7. Inthe Shortcut Folder window, in the Program folder box, type IBM Cognos 10 DispCM, and then click Next. In the Installation Summary window, click Next. 9, Click OK to the message regarding documentation. 10. Inthe Finish window, click Finish. ‘You will now configure environment properties for the second instance of the dispatcher and content manager. 11. In Windows Explorer, navigate to D:\Program Files\IBM\SQLLIB \ java, and then copy the db2jcc.jar and db2jcc_license_cu.jar files. 12. Navigate to D:\Program Files\IBM\cognos \cl0DispCM \ webapps \p2pd\ WEB-INF\|lib, and then paste the db2jec.jar and db2jec_license_cu,jar files. 13. From the Start menu, point to All Programs > IBM Cognos 10 DispCM, and then click IBM Cognos Configuration. 14, In the Explorer pane, click the Environment node, and then in the Properties pane, click in the box next to Gateway URI and type. http://:88/cl0Dist/cgi-bin/cognos.cgi 15. For the External dispatcher URI, Internal dispatcher URI, and the Dispatcher URI for external applications properties, change all instances of: localhost to port # 9300 to 9320 (© 2008, 2011, IBM Corperation 3.63 rotated by capi. No pat tis document may be pholacnid, reproduced, Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 16. 17. 18. 19. 20. a. 22. 23. 368 In the Value column for the Content Managet URI property, click Edit, and then change the existing URI as follows: hutp://:9315/p2pd /serviet Note: This is the URI for the first installed instance of the Content Manager service. All installed instances of Content Manager must know the location of all other installed instances. The first Content Manager registered will be the active content manager, so it must appear first in the list. Click Add, and then type http://:9320/p2pd /serviet. Click OK. You will now configure the audit database for the second instance. In the Explorer pane, click the Logging component reference, and then in the Properties pane, change the value for the Local log server port number to 9376. Right-click the Logging component reference, point to New resource, and then click Destination. In the Name box, type Database, in the ‘Type list, click Database, and then click OK. Right-click the Database resource, and point to New resource, and then click Database. In the Name box, type AUDIT, in the Type list, click Database, and then click OK. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM Coperaten24, 25. 26. 27. 28. IDENTIFY 18M COGNOS 81 ARCHITECTURE In the Properties pane, set the following properties: Database server with port number or instance name: :50000 User ID and password: User ID: C10User Password: Education!! Database name: AUDIT In the Explorer pane, right-click AUDIT, and then click Test. After successful completion of the test, click Close. You will now configure the content store for the second instance of the dispatcher and content manager. In the Explorer pane, click Content Store. In the Properties pane, set the following properties: Database server with port number: :50000 User ID and password: User ID: C10User Password: Education! Database name: cm 29. Test the connection. 30. In the Explorer pane, under the IBM Cognos services component reference, click IBM Cognos. 31. In the Properties pane, change the Shutdown port number property from the default of 9399 to 9416. 32. In the Explorer pane, right-click IBM Cognos, click Rename, and then change the name to IBM Cognos DispCM, and then click OK. 33. Leave this instance of IBM Cognos Configuration open © 2003, 2011, 18M Corporation 365 rotated by capi. No pat tis document may be pholacnid, reproduced, Cr tonlaed int anotherlanguage witout» nga leeneeagrearen som IBN Corporation.IBM COGNOS 1 ADMINISTRATION (V10.1) Task 15. Configure the first instance of IBM Cognos BI to i} 6. know the location of the backup Content Manager, and then start services on both. Return to the first instance of IBM Cognos Configuration, In the Explorer pane, click the Environment node, in the Properties pane, click in the box next to the Content Manager URIs property, click Edit, and then add the following to the list of URIs: http://:9320/p2pd/servlet Click OK. Save the configuration, restart the services, and then close this instance (first) of IBM Cognos Configuration, Return to the second instance of IBM Cognos Configuration, save the configuration, and then start the services, Close IBM Cognos Configuration. Task 16. Verify the second instance of the dispatcher and 366 Content Manager Open the Internet browser, in the Address box, type http://:88/cl0Dist, and then press Enter. Click Administer IBM Cognos content, click the Configuration tab, and then click Dispatchers and Services to verify that there are two entries, representing the dispatchers Click http://:9320/p2pd to verify that there is a second instance of ContentManagerService. Note: — This instance of ContentMana tService is available but is in standby mode as indicated by the icon 83] that appears beside it. Close the Internet browser. (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonSecure the IBM Cognos BI Environment IBM Cognos BI enines AsinIBM COGNOS BI ADMINISTRATION (V10.1) 42 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Objectives | = At the end of this module, you should be able to: « identify the IBM Cognos BI security model = define authentication in IBM Cognos BI = define authorization in IBM Cognos BI | = identify security policies = secure the IBM Cognos BI environment | (©2003, 2011, IBM Corporation 43 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Administration Workflow Install Cad eed Hilal 1BM Cognos BI || IBM Cognos BI |i IBM Cognos BI TBM Cogros BI single server |» security architectures aurbuted | _(envronment) fae + instalation and sciames aes configuration te om data connections performance : perform deployment ‘multilingual security content) requirements ( TBM Cognos 81 content ‘This module provides you with an understanding of the IBM Cognos BI security model and its implementation. 44 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Examine the Security Architecture ees ‘Authentication ene es read ‘Authorization uo Encryption Selita Interface to Providers ‘Administration i ‘The IBM Cognos BI security model allows you to use your existing user repositories for authentication while maintaining a granular authorization model. (©2003, 2011, IBM Corporation 45 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Use Authentication Providers = IBM Cognos BI uses third-party authentication providers to facilitate user authentication. = Authentication providers define users, groups, and roles used for authentication (log on) and authorization (access to content). = You can define multiple providers concurrently. ‘You can configure authentication providers to leverage your existing user and group repositories, which means that you do not have to replicate your existing repositories for use with IBM Cognos BL ‘You can permanently delete references to an authentication provider in the content store by first deleting it in IBM Cognos Configuration and then deleting it in IBM Cognos Administration. 46 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Authentication Request Flow @ Browser Cookie (Passport 1D) Application ‘Web Log On ere | @. | ianaspane swindows | @ | "User i «Password Gateway spor © Passpo = ® tm Presentation ro Dispatcher @ pate Service 9] ‘Authentication Provider ‘The external security provider manages authentication. If anonymous access is disabled, and a user is not already authenticated, the login process works as shown in the slide example. (©2003, 2011, IBM Corporation ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced Crvorlaed into anotherlnguage witout 2 aga leeneeagrearren som IM CorporationIBM COGNOS 1 ADMINISTRATION (V10.1) Workshop 1: Configure an Authentication Provider To begin the implementation of IBM Cognos BI security, you will configure an authentication provider to serve as the source of namespace authentication information for users logging on to the application. To complete the workshop, you must perform the following high-level tasks: # Start the Apache Directory Server service. Add an LDAP namespace. * Configure and test the LDAP namespace. * Disable anonymous access. # Save the configuration and restart services. For more detailed information outlined as tasks, see the Task Table section on the next page. For the final query results, see the Workshop Results section that follows the Task Table section. 48 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Workshop 1:Task Table authentication provider. Task 1. Start the required services on the servers hosting the LDAP Where to Work Hints Start menu\Control Panel\ Administrative Tools\Services # Start the Apache Directory Server - default service. Specify that the startup type is automatic. anonymous access. Task 2. Add and configure an LDAP authentication provider and disable Where to Work Hints IBM Cognos Configuration/Explorer pane/Security node/ Authentication component reference © Create a new resource for the namespace: * Name: LDAP © Type LDAP * Sct the following property: Namespace ID: LDAP_ID © Host and port: :389 * Base Distinguished Name: de=Cognos, de=com © User lookup: uid=$ fuserID}, ou=People © Unique Identifier: entry UUID © Test the namespace. If you need more information to complete a task, see the Step-by-Step instructions at the end of the Workshop. (©2003, 2011, IBM Corporation 49 Crtorlaed ini aotherlanguage witout gol eenee agreement som IM Corporatio,IBM COGNOS BI ADMINISTRATION (V10.1) Workshop 1: Workshop Results After adding and configuring the LDAP namespace, the IBM Cognos Configuration user interface appears as shown belo LDAP - Namespace - Resource Properties e mare Type LAP Namespace ID LDAP_ID ® Host and port VCLASSBASE:389 Base Distinguished Name de=Cognos, de=com User lookup. @Q uid=${userID}, ou=People Use external identity? False External identity mapping ‘Henvironment("REMOTE_USER")} Bind user DN and password eereneeeneenet Size limit 4 Time out in seconds a Use bind credentials for search? False Allow empty password? False Unique identifier @Q enti Data encoding UTr-8 SSL certificate database Advanced properties Folder mappings (advanced) Object class organizationalunit Description description Name cu Group mappings (Advanced) Object class ‘groupofuniquenmes Description description Member Luniquernember 410 (©2003, 2011, IBM Corporation ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonWorkshop SECURE THE IBM COGNOS 81 ENVIRONMENT dee onfigure an Authenticat Task 1. Start the required service for the LDAP authentication provider. From the Start menu, click Control Panel, double-click Administrative Tools, and then double-click Services. In the right pane, right-click Apache Directory Server - default, and then click Properties. In the Startup type list, click Automatic, and then under Server status, click Start (if not al ted). If required, start the following services: DB2-DB2COPY1 - DB2, DB2DAS-DB2DAS00, DB2 Remote Command Server (DB2COPY1), IBM Cognos 10 Ful:9315, World Wide Web Publishing Click OK, and then close Services and Administrative Tools. Task 2. Add and configure an authentication provider and disable anonymous access. 1. From the Start menu, point to All Programs>IBM Cognos 10 Full, and then click IBM Cognos Configuration. 2. Inthe Explorer pane, right-click the Authentication component reference, point to New resource, and then click Namespace. 3. Inthe Name box, type LDAP, in the Type list, click LDAP, and then click OK. © 2003, 2011, 1BM Corporation ant ‘or traslated into anothoanguaga witout a legal Ieenes agreement rom IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 4. 10. 4a In the Properties pane, specify the following properties: Norte: Press Enter after setting each property. Namespace ID: LDAP_ID Host and port: :389 Base Distinguished Name: de=Cognos, de=com User lookup: uid=$fuserID}, ou=People Unique Identifier: entry UUID ‘Test the namespace, and then click Close. In the Explorer pane, under the Authentication component reference, click Cognos. In the Properties pane, click in the Value box of the Allow anonymous access? property, and then click False. Save the configuration, restart services, and then close IBM Cognos Configuration. From the Start menu, point to All Programs>IBM Cognos 10 DispCM, and then click IBM Cognos Configuration. Repeat Task 2, steps 2 to 8, and then leave IBM Cognos Configuration open for the next workshop. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Authorization = Initially, all users have authorized access to all objects. = Security is implemented and authorization is performed based on: = IBM Cognos BI objects = users and groups from authentication providers » groups and roles from the Cognos namespace = policies = Content Manager controls authorization. ‘The initial security policies grant unrestricted authorized access to all objects in the content store to all users through an anonymous user account. After security is enabled, and the authentication process has been performed, IBM Cognos BI authorization is achieved by verifying both: © the security policies (permissions and policy rules) applied to the IBM Cognos BI object that is being accessed © the access rights that have been assigned for the user attempting to access the object (©2003, 2011, IBM Corporation 413 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Control Access to Content = Use the groups and roles defined in the Cognos namespace to control access to content in IBM Cognos BI. = The Cognos namespace contains security entries, which ar = built-in groups or roles = predefined groups or roles «= user-defined groups or roles The Cognos namespace is not used for authentication. It contains the IBM Cognos BI security entries, which are pre-defined and user-defined groups and soles. Use the Cognos namespace to create groups and roles specific to your IBM Cognos BI application, to repackage security data available from authentication providers, and to avoid cluttering authentication providers. ‘The Cognos namespace always exists in IBM Cognos BI, but the use of Cognos groups and roles it contains is optional. You can implement security using users, groups, and roles, directly from the authentication providers. a (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Use Cognos Namespace Built-' Entries = Built-in security entries: - include: +All Authenticated Users - dynamic membership of all users in system, excluding anonymous user » Anonymous - provides access without authentication « Everyone - Dynamic membership of all users in system including anonymous user « System Administrators - root or super user has complete access to all IBM Cognos BI functions and content = cannot be deleted sa ‘The Cognos namespace includes several built-in security entries in addition to the Anonymous user account. ‘The anonymous authentication process does not require a user to provide credentials. Built-in security entries are those that cannot be deleted in the Cognos namespace. (©2003, 2011, IBM Corporation ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Use Cognos Namespace Predefined Entries * Predefined entries, such as Consumers, Authors, Analysis Users, Query Users, Report Administrators, Server Administrators: = are associated with default access to functionality: + For example, the Authors role has access to Report Studio, while the Query Users role has access to Query Studio but not Report Studio = can be deleted In addition to the built-in entries defined in the Cognos namespace, several predefined entries are present by default. The difference between the built-in and pre-defined entries is that the former cannot be deleted while the latter can be deleted. ‘These predefined entries are provided in order to simplify the application of security. ‘These entries are also associated with default access to functionality, which you can modify as required. 416 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Define Security Policies * Security policies are: = assigned to IBM Cognos BI portal entries » assigned to Framework Manager objects and data represented by these objects = assigned to custom views in a Transformer model which are then associated to PowerCubes Each IBM Cognos BI portal entry, Framework Manager object, and Transformer cube has a security policy associated with it For IBM Cognos BI portal entries and Framework Manager objects, a policy consists of the entry itself and a permissions list. For PowerCubes, policy consists of a custom view created in the model and associated with a PowerCube. (©2003, 2011, IBM Corporation air ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Define Permissions = You can assign one or more permissions to IBM Cognos BI portal entries. = Each permission has three aspects: «= security object = capability = access rights Security object - user, group, or role from an authentication provider or the Cognos namespace Capability - grant the access right or deny the access right. Access rights - the actions that can be performed, including read, write, execute, set policy, and traverse. 418 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Security Policy Rules = The following policy rules govern the IBM Cognos BI authorization process: = acquired policies « traversing to view child entries = group inheritance = explicit deny versus grant = union of permissions = ownership = deleting Cognos groups and roles (©2003, 2011, IBM Corporation ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) sins Anais Policy Rule - Implicit Deny vs. Explicit Deny = Implicit Deny = the user, group, or role does not appear on the permissions list for the entry and therefore access is implicitly denied. = Explicit Deny = select Deny for an individual access right for a selected user, group, or role and therefore access is explicitly denied. 420 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Credentials = Credentials are: = created manually after a user logs on to the system = stored as part of the account object in the namespace = Users can assign their credentials to other users to run activities trusted credentials. (©2003, 2011, IBM Corporation ant ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Trusted Credentials = Trusted credentials are used: = for users who must perform a task or process, but do not have sufficient access permissions for entries that contain sensitive data » to run scheduled requests when users are not logged on to IBM Cognos BI, for example, overnight. « If a user's credentials change, they are renewed automatically at the next log in. = Ensures that trusted credentials will always be valid. sa Users with more extensive access permissions, who own the entries, can authorize a trusted user to use their credentials to access the entries. For scheduled requests, when the request runs, a user session is created, The trusted credential is used to log on to IBM Cognos BI as the user the trusted credential represents and the user's access permissions are used to run the report or the job. Afier a user successfully logs in, and they have stored credentials already defined as part of their profile, the stored credentials will be replaced with the ones that were just used to authenticate into the product. This will always ensure that the trusted credentials being used to authenticate when activities are executed, will be valid. 422 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Control Access to IBM Cognos BI Functionality = You can control access to IBM Cognos BI secured functions and features. Cymer “Th stats ~ 1@ sonata = 1D caamasene - conte uae = 1 casino - 1 ot mewn sonne | lo tetsu = @ wey = Becca + 1b reregcoet > 1S roti = ‘The secured functions and features control access to different administration tasks and different functional areas of the user interface in IBM Cognos BI. Administrators can set up access to the secured functions and features using the Capabilities page on the Security tab in IBM Cognos Administration. (©2003, 2011, IBM Corporation 423 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Control Access to Administration Functionality * Exert a granular degree of control over who has access to specific administrative functions. RB ctnwan ns and cts + Rr te abt 1B sereg acre = 1B Poet ener = ewe BD Anecvter date © ‘The Administration secured function contains the secured features that control access to the administration pages that are used to administer IBM Cognos BI. 428 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Control Access to Report Studio User Interfaces = You can control access to custom user interfaces that contain reporting features relevant to both professional report authors and business users. = Professional Authoring Mode * Report Studio = Express Authoring Mode + IBM Cognos Business Insight Advanced ‘To support the different authoring modes, IBM Cognos Administration provides two User Interface Profiles named Professional and Express. Use the Professional profile to set access to the Professional mode, and the Express profile to set access to the Express mode. (©2003, 2011, IBM Corporation 425 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Object Capabilities = Specify the capabilities that are available on packages and folders for a given user, group, or role. = Example: Deny Access: Package A * to Capability: Query Studio, Analysis Studio * for Roles: Query Users, Analysis Users Reason: * package A is DMR which queries a large data set * without proper filtering system performance can be degrades * only Authors should have access = Access to the "Set Entry-Specific Capabil capability must be granted. ‘You have granular control over capability settings in IBM Cognos BI. You can specify user capabilities at the package and folder levels in Public Folders. ‘The secured functions and their features, also referred to as global capabilities, control access to the different components and functionality in IBM Cognos BI. For object capabilites to function, you must combine them with applicable global capabilities. For example, when setting up object capabilities for a package that contains Report Studio and Query Studio reports, ensure that the user also has access to the Report Studio and Query Studio secured functions and their applicable secured features. 426 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Specify Security Settings After Installation = Begin security implementation by modifying initial security settings after IBM Cognos BI is installed. V Trusted v Users, users, groups, groups, roles aa S_—_xcmrore everyone —_ id thentication| rary ees Provider IBM Cognos Configuration 1. Remove anonymous access to the content store and thus the entire application. 2. Specify one or more authentication providers. Add trusted users, groups, or roles to the System Administrators role, and then remove the Everyone group. 4. Add users, groups, or roles to the predefined entries, such as Authors and Query Users, and then remove the Everyone group. Specify permissions on content and access to functionality using groups or roles from the Cognos namespace of users, groups, or roles from authentication providers. (©2003, 2011, IBM Corporation 427 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Framework Manager Security = In Framework Manager, security is implemented by: » specifying access to packages » specifying access to folders, namespaces, query subjects, query items = creating security filters ‘To implement security in Framework Manager, you can: © specify which users, groups, and roles have access to the published package © specify which users, groups, and roles have access to objects such as folders, namespaces, query subjects, and query items © create filters that control the data that is shown to report authors when they set up their reports, and when users run reports. 428 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Transformer Security = In Transformer, security is implemented by: » assigning security objects to custom views, and then combining custom views with dimension filtering = associating custom views with PowerCubes before they are delivered to the portal You can add custom views to each PowerCube to grant or deny access to sensitive business intelligence information. These access controls can be customized down to the query object level: not merely to reports and cubes, but to the specific levels, categories or members, and measures within them. (©2003, 2011, IBM Corporation ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM Corpration 429IBM COGNOS BI ADMINISTRATION (V10.1) Summary | = At the end of this module, you should be able to: « identify the IBM Cognos BI security model = define authentication in IBM Cognos BI = define authorization in IBM Cognos BI | = identify security policies = secure the IBM Cognos BI environment | 430 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Workshop 2: Secure the IBM Cognos BI Environment To continue with the security implementation, you will use the groups and roles available in the Cognos namespace to lock down the environment. To complete this workshop, you must perform the following high-level tasks: ¢ As user Admin Person with User ID admin, password Education1!, add yourself as a trusted member from the LDAP namespace to the System Administrators role. * Remove the Everyone group from built-in and predefined security entries in the Cognos namespace, and test security Note: When removing the Everyone group from the Query Users role, add Sally White as a member of this role. For more detailed information outlined as tasks, see the Task Table section on the next page For the final query results, see the Workshop Results section that follows the Task Table section. (©2003, 2011, IBM Corporation 431 Crvorlaed into anotherlnguage witout 2 aga leeneeagrearren som IM CorporationIBM COGNOS 1 ADMINISTRATION (V10.1) Workshop 2: Task Table Task 1. Add a user from the LDAP namespace as a member of the System Administrators role. Where to Work Hints Internet browser/Log on | In the Address box type, http: page name>:88 /ibmcognos /:88/cl0Dist, and then press Enter. 2. Inthe User ID box, type admin, in the Password box, type Education!!, and then click OK. 3. Click Administer IBM Cognos content, and then click the Security tab. ] ck Cognos, and then click Next Page bo) 5. Inthe Actions column, next to System Administrators, click Set Propertis 6. Click the Members tab, and then click Add Select the Show users in the list check box, and then under the Name column, click LDAP. 8. Click Search, expand Advanced, and then in the Type list, click Users. 9. In the Search box, type Admin, and then click Search, 10. Select the Admin Person (admin) check box, click Add (green arrow), and then click OK. I. Click OK. (©2003, 2011, IBM Corporation 435 ‘or traslated into anothoanguaga witout a legal Ieenes agreement rom IBM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Task 2. Remove the Everyone group from buil predefined security entries. in and 1. Select the Everyone check box, click Remove, and then click OK. You must also modify the initial security settings for the predefined roles that include the Everyone group in their initial membership, such as Consumers, Query Users, and Authors. Make similar modification for them as you do for the System Administrators role. 2. Click Previous Page, and then repeat step 1 to remove the Everyone group from the following: 436 Adaptive Analytics Users Analysis Users Authors Consumers Controller Users Data Manager Authors Express Authors Metrics Authors Metrics Users Planning Contributor Users PowerPlay Users Query Users * Add Sally White from the LDAP namespace as a member Readers ©2003, 2011, IBM Corporation ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT 3. Click Log Off, and then click Log on again. 4. Inthe User ID box, type scottb, in the Password box, type Education, and then click OK, to identify that Bart Scott does not have access to the administration tools or the studios, because he, or the group or role to which he belongs, does not have access to this functionality. 5. Leave IBM Cognos BI open for the next workshop. (©2003, 2011, IBM Corporation 437 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS 1 ADMINISTRATION (V10.1) Workshop 3: Secure the Portal To farther secure the environment, you will limit access to functionality in the portal by adding users to the Cognos namespace security entries. You will test this security by examining the default portal functionality associated with these entries. To complete this workshop, you must perform the following high-level tasks: * As the System Administrator from the LDAP namespace, add user Jeff Waters from the LDAP namespace to the Directory Administrators role. © Test security - log on using the LDAP namespace as Jeff Waters (User ID = waters and Password = Education !). Questions: in the studios? van this user create content n this user access content in the Public Folders area of IBM Cognos Connection? Can this user access Administration functionality? * Add user Branka Hirsch from the LDAP namespace to the Report Administrators role. Question: Can the current user modify the security entries in the Cognos namespace? hirschb and Password Questions: Can this user create content in the studios? Can this user access Administration functionality? Which tabs does this user have access to in IBM Cognos Administration, and what functionality do they have access to on these tabs? Can this user administer content in Public Folders of IBM Cognos Connection? © Test security - log on as Branka Hirsch (User ID Education! (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonSECURE THE IBM COGNOS 81 ENVIRONMENT * Add user Tim Meyers from the LDAP namespace to the Server Administrators role. Test security - log on as ‘Tim Meyers (User ID = meyerst and Password = Education). Questions: Can this user create content in the studios? Can this user access Administration functionality? Which tabs does this user have access to in IBM Cognos Administration, and what functionality do they have access to on these tabs? Can this user access content in the Public Folders area of IBM Cognos Connection? For more detailed information outlined as tasks, see the Task Table on the next page For the final results, see the Workshop Results section that follows the Task Table. (©2003, 2011, IBM Corporation 439 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS 1 ADMINISTRATION (V10.1) Workshop 3:Task Table Task 1. Add a user to the Directory Administrators role. Where to Work Hints Log on page © Log on as Admin Person from the LDAP namespace. TBM Cognos © Add user Jeff Waters Administration/Security_ | — (User ID = waters) and tab/Cognos namespace/ Password = Education 1!) from the LDAP namespace as Directory administrators | a member of this role. role properties page Log on page Test security by logging off and then logging on to the LDAP namespace with User 1D = waters) and Password = Education! Welcome to IBM Cognos | Answer the following: software page © Can this user access any of the studios to create conten © Can this user access Administration functionality? Public Folders © Can this user access content in IBM Cognos Connection? IBM Cognos © What tabs are accessible? Administration (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Task 2. Add a user to the Report Administrators role. Where to Work Hints Cognos namespace/ Report Administrators role properties page © Answer the following: * Can the current user modify the security entries in the Cognos namespace? Security tab/ Cognos namespace/ Report Administrators role properties page @ Add user Branka Hirsch from the LDAP namespace as a member of this role. Log on page © Test security by logging off and then logging on to the LDAP namespace with User ID = hirschb and Password = Education 1!. Welcome to IBM Cognos © Answer the following: software page © Can this user access the studios to create content? © Can this user access Administration functionality? IBM Cognos © What tabs are accessible? Administration Public Folders © Can this user administer public content in Public Folders? (©2003, 2011, IBM Corporation ant ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Task 3. Add a user to the Server Administrators role. Where to Work Hints IBM Cognos ¢ Log off, then log on as Jeff Waters from the LDAP Administration/ namespace. Server Administrators role properties page * Add user Tim Meyers from the LDAP namespace as member of this role. Log on page * Test security by logging off and then logging on to the LDAP namespace with User ID = meyerst and Password = Education1!. Welcome to IBM Cognos Answer the following questions: software page Can this user access any of the studios? © Can this user access Administration functionality? IBM Cognos © What tabs are accessible? Administration Public Folders * Can this user administer public content in Public Folders? If you need more information to complete a task, see the Step-by-Step instructions at the end of the Workshop. 442. “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ©2003, 2011, IBM Corporation ocament ray be phctacopid, reproduced, icone agroment rm kt Corporaton ‘or rarlated io another anguage witout aSECURE THE IBM COGNOS 81 ENVIRONMENT Workshop 3: Workshop Results After logging on as a member of the Directory Administrators role and accessing IBM Cognos Connection, the IBM Cognos Connection user interface appears as shown below: iene eee Gl APublicrolders —|__MvFolders | Public Fokers HiSMS ESR Xwexien Access devied While attempting to add a user to the Report Administrators role, the Members tab of the Set properties - Report Administrators page appears as shown below: oe eat et een security Scnfiasaion Dts crus adnes | SESS ex a cerns sament [rember | pum Saket he renters of heen. ewes: [——] - [_110) | ie * Tee (©2003, 2011, IBM Corporation 443 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) After logging in as a member of the Report Administrators role, the IBM Cognos software page appears as shown below: ss D——— By wrenant @ hte vse Boecoe Sepa A vm ricco nats fant mt cnet 7 Sovtenminte tare fons 444 ©2003, 2011, IBM Corporation “This guide contains prepay ntrmaton wich i rotated by copyright No par of this document maybe poiocpied repreducad ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT After opening IBM Cognos Connection as a member of the Report Administrators role, the user interface appears as shown below: ceed 6 Public Folders My Folders Public Folders: GES6CE xsaaxien ees [F__]- 10) | iwi T] [memes [Hoaiied [actions Tm copsta warehouse ue Cctber 6, 2010 21-41 ioe. Oo somes ay 21, 2030 30:25:41 AM vee. After accessing the properties of the Samples folder, the user interface appears as shown below: ‘Set properties - Samples tee ‘General | Pemisions Soca the propetes fr His ey. Type: Folder Location: Felders | Yew the search oath. 1D an Let Owner: Anonymous Make me he ovner a Contacts Nove Selena > Created: January 19,2010 36:45 ez, Modified: Apt 28, 2010 241:330 Tee tis entry Thaname s7een tp and scpton ae show fr ha deca nage Remove values for this Engksh I teame tame: Brampies Scene OK Cancel (©2003, 2011, IBM Corporation 448 ‘Tis guide contains proprietary ntormaton whic i protected by copyright No part of is document maybe photocopied, reproduced,IBM COGNOS BI ADMINISTRATION (V10.1) After logging in as a member of the Server Administrators role, the Welcome to IBM Cognos sofware page appears as shown below: ace eure YG Aaminister ma cognos content show tis pagein the futre Ea 446 ©2003, 2011, IBM Corporation “This guide contains prepay ntrmaton wich i rotated by copyright No par of this document maybe poiocpied repreducad ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT After accessing IBM Cognos Administration as a member of the Server Administrators role, the user interface appears as shown below: Se Alscrvers + > velassbase + ~~ G0 W OO W G0 MNometic: F |name & © [status © D veasbase + Partalyavaleble) |g) ave TG haliudassbase:s31sinzod + = IE) Process - Batch report service ©) (GG httox iucasshase:9320ip20d + Unavailable Process - Graphics service IE) Process Metadata service ¢) Process - Report service © Afier accessing IBM Cognos Connection as a member of the Server Administrators role, the user interface appears as shown below: (©2003, 2011, IBM Corporation 4a7 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproducedBM COGNOS 81 ADMINISTRATION (V10.1) Workshop 3: Step-by-Step Instructions Task 1. Add a user to the Directory Administrators role. 1. 448, Log off, and then log on to the LDAP namespace as admin/Education1!. Click Administer IBM Cognos content, click the Security tab, and then click Cognos, Open the properties of Directory Administrators role, and then click the Members tab. Click Add, click LDAP, and then search for and add Jeff Waters as a member. Log off, and then log on to the LDAP namespace as watersj/Educationl, Notice that this user has access to Administration functionality. This user is a member of the Directory Administrators role, which has access to this functionality by default. As well, this user does not have access to any of the studios to create content. Click IBM Cognos content to identify that this user has no access to the Public Folders arca of IBM Cognos Connection. From the Launch menu, click IBM Cognos Administration to identify that this uscr can access the Security and Configuration tabs. {© 2003, 2011, 18M Corporation ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Task 2. Add a user to the Report Administrators role. 1. Click Cognos, and then navigate to the properties of the Report Administrators role. Click the Members tab to identify that this user has access to the Add link and can modify the security entries in the Cognos namespace, which is default functionality associated with the Directory Administrators role. Click Add, click LDAP, and then search for and add Branka Hirsch as a member. Log off, and then log on to the LDAP namespace as hitschb/EducationI!. Notice that this user has access to the studios to create content. This is default functionality associated with the Report Administrators role, of which this user is a member. This user also has access to Administration functionality. Click Administer IBM Cognos content to identify that this user, being a member of the Report Administrators role, does not have access to the Security tab in IBM Cognos Administration. Open IBM Cognos Connection to identify that this user has access to public content in IBM Cognos Connection. In the Actions column, beside the Samples folder, click Set properties to identify that this user can administer public content in the Public Folders tab of IBM Cognos Connection, ‘This user has access to the properties of the entries, including Permissions. This is default functionality associated with the Report Administrators role. (©2003, 2011, IBM Corporation 449 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Task 3. Add a user to the Server Administrators role. 1 450 Click Cancel, log off, and then log on to the LDAP namespace as watersj/Educationl. Click Administer IBM Cognos content, and then click Cognos. Navigate to the properties of the Server Administrators role, and then search for and add Tim Meyers from the LDAP namespace as a member. Log off, and then log on as meyerst/Education1! from the LDAP namespace to identify that this user has access to Administration functionality. This user is a member of the Server Administrators role, which has access to this functionality by default. As well, this user does not have access to any of the studios to create content. Click Administer IBM Cognos content. This user can only access the Status tab for monitoring system metrics, the Configuration tab for making changes to the server configuration, and the Index Search tab for configuring indexing of the content store. Open IBM Cognos Connection to identify that this user does not have access to content in the Public Folders area of IBM Cognos Connection. Log off, and then close the Internet browser. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT Workshop 4: Set Object Capabilities A modeler has created and published a dimensionally modeled relational (OMR) package that queries an extensive data set. If this package is used improperly, for example, without the proper filtering, it can severely impact system performance. Sally White is a member of the Query Users role and thus has access to Query Studio. Because she has little experience working with a package of this type, you want to prevent her from opening this package in Query Studio, To complete this workshop, you must perform the following high-level tasks: Log onas Branka Hirsch to identify that she has no access to setting object capabilities. © Log onas Jeff Waters and grant access to the Set Entry-Specific Capabilities capability for Branka Hirsch. * Logon as Branka Hirsch to deny Query Studio capability to the GO Data Warehouse (analysis) package for Sally White. © Log onas Sally White and open the GO Data Warchouse (analysis) package in Query Studio. * Examine the best practices for configuring capability settings at the level of Public Folders. For more detailed information outlined as tasks, see the Task Table on the next page. For the final results, see the Workshop Results section that follows the Task Table. (©2003, 2011, IBM Corporation 451 Crvorlaed into anotherlnguage witout 2 aga leeneeagrearren som IM CorporationIBM COGNOS 1 ADMINISTRATION (V10.1) Workshop ‘ask Table “Task 1. Grant a user access to the Capabilities tab for portal objects. Where to Work Hints IBM Cognos Connection |e Log on as Branka Hirsch. # Does this user have access to setting object capabilities on the GO Data Warehouse (analysis) package? IBM Cognos Log on as Jeff Waters and grant Branka Hirsch Execute Administration and Traverse permissions on the Set Entry-Specific Capabilities capability. Task 2. Set object capabilities in Public Folders. Where to Work Hints IBM Cognos Connection | Log on as Branka Hirsch. © Deny Query Studio capability for Sally White for the GO Data Warchouse (analysis) package. Task 3. Verify user access to using the GO Data Warehouse (analysis) package in Query Studio. Where to Work Hints Query Studio ¢ Logon as Sally White Can she open the GO Data Warehouse (analysis) package in Query Studio? 462 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Task 4. Examine the best practice for configuring capability settings at the level of Public Folders. Where to Work Hints ‘Recommendation: modify the capabilities settings to match the global capability settings set up through the Capabilities link in IBM Cognos Administration. * capability settings inherited by all new child objects © indicates what the global settings are and helps avoid conflicts between global and object capability settings Ifyou need more information to complete a task, see the Step-by-Step instructions at the end of the Workshop. (©2003, 2011, IBM Corporation 453 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) Workshop 4: Workshop Results After setting object capabilities on the GO Data Warehouse (analysis) package, the user interface appears as shown below: 19 sore nae oo IH secre Jaoneimoesiiwments = eben oc ooo oo OO o_o. oo oo = oo 9 oo se oo serge oo eerste oo IK owrsuse o 8 464 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenSECURE THE IBM COGNOS 81 ENVIRONMENT After logging on as Sally, the Welcome to IBM Cognos software page appears as shown below: My Content Deed — Create my dashboards Query my data Show this page in the future (©2003, 2011, IBM Corporation 455 ‘Tis guide contains proprietary ntormaton whic i protected by copyright No part of is document maybe photocopied, reproduced, or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) After attempting to open the GO Data Warchouse (analysis) package in Query Studio, the results appear as shown below: Seo Select which package to use. ted Recently used packages: None List of all packages: ‘Coanos > Public Folders > Samples > Models Entries: fi__|- B10) | iMibipi [Name > (@e Audt Coa cusness insight samples a Dashboard Fader [Ga Dashboard Obiects @B_GO Data Warehouse (analysis) “+ fam coData Warehouse (query) fam 0 Sales (anaivsis) “» |@m GO Sales ~ [GS Interactive Samples Cancel 456 ©2003, 2011, IBM Corporation loca may be phslocepied produce icons agrooment rom IM Corporaton “Thi uid contains propa nlarmaton uti is protected by copyright, No pro ‘or rarlated io another anguage witout aSECURE THE IBM COGNOS 81 ENVIRONMENT Workshop 4: Step-by-Step Instructions Task 1. Grant a user access to the Capabilities tab for portal objects. 1, Open IBM Cognos BI in the Internet browser. 2. Log on as hirschb/Education!!. Click IBM Cognos content, navigate to Samples > Models, and then beside the GO Data Warehouse (analysis) package, click Set Properties, to identify that this user has no to the Capabilities tab. 4. Click Cancel, log off, and then log on as watersj/Education!!. 5. Click Administer IBM Cognos content, click Capabilities, and then click Next (page) 6. Beside Set Entry-Specific Capabilities, in the Actions list, click Set Properties. Click the Permissions tab, to identify that the Directory Administrators role has the Set Policy access right on this entry by default. Click Add. 9. Search for and add Branka Hirsch from the LDAP namespace to the Permissions list. 10. Select the Branka Hirsch check box, and then under Grant, select the Execute and Traverse check boxes. 11. Click OK. (©2003, 2011, IBM Corporation 4st Crvorlaed into anotherlnguage witout 2 aga leeneeagrearren som IM CorporationIBM COGNOS BI ADMINISTRATION (V10.1) Task 2. Set object capabili 1. Log off, and then log on as hirschb/Education1! from the LDAP namespace. in Public Folders. 2. From the Welcome screen, click IBM Cognos Content, and then navigate to the properties of the GO Data Warehouse (analysis) package, to identify that this user now has access to the Capabilities tab. Click the Capabilities tab. 4. Sclect the Override the capabilities acquired from the parent entry with: check box, Click Add. 6. Search for and add Sally White from the LDAP namespace to the Capabilities list. Select the Sally White check box, and then under Deny, s Studio check box. 8 Click OK. Task 3. Verify user access to using the GO Data Warehouse (analysis) package in Query Studio. 1. Log off, and then log on to the LDAP namespace as whites /Educationt! a ect the Query 2. Click Query my data, navigate to the GO Data Warehouse (analysis) package and ensure that this user is not allowed to open the package in Query Studio 458 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonSECURE THE IBM COGNOS 81 ENVIRONMENT Task 4. Examine the best practice for configuring capability settings at the level of Public Folders. 1, Click Cancel, log off, and then log on as hirschb /Education1!. 2. Click IBM Cognos content, on the toolbar, click Set Properties - Public Folders, and then click the Capabilities tab. Te is recommended that you modify the capabilities settings to match the global capability settings set up through the Capabilities link in IBM Cognos Administration. This way the global capability settings will be inherited by all new child objects created in the portal. It also indicates what the global settings are and helps to avoid conflicts between global and object capability settings. 3. Click Cancel, log off, and then close the Internet browser. (©2003, 2011, IBM Corporation 459 ‘Tis guid contain propery normation whic i protected by coppigh No para is document maybe photocopied, reproduced or vaalated ini another language witout a egal leeneeagrorren fom IBM CorprationIBM COGNOS BI ADMINISTRATION (V10.1) 460 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonAdminister the IBM Cognos BI Server Environment 1BM Cognos BI Busine AnisIBM COGNOS BI ADMINISTRATION (V10.1) 52 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Objectives | * At the end of this module, you should be able to: + describe the tasks required to administer the IBM Cognos BI server environment + perform administrative tasks using IBM Cognos Administration + manage dispatchers and services » examine the log message facility | + tune performance of servers « identify issues while troubleshooting the server environment « identify the IBM Cognos BI backup strategy copes © 2009, 2011, 18M Corperation 53 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Administration Workflow Install Peed + IBM Cognos BI «single server * security architecture + distributed + installation and + servers ‘configuration options performance variables ‘multilingual requirements Tree ra Eee backup ‘actvties and Schedules data connections deployment secutity (content) IBM Cognos BI content, ‘This module covers how to manage the IBM Cognos BI server components and IBM Cognos BI data. “This guide contains prep (©2003, 2011, IBM Corporation lolomaton which spotted by copy No pat of his docurssi may be phoinceped epreduced, ‘or rarlated io another anguage witout a icons agrooment rom IM CorporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Administer IBM Cognos BI Servers = From IBM Cognos Administration, use the System and Configuration tabs to: = monitor system performance = manage dispatchers and services = manage Content Managers « tune server performance = configure how to save report output to a file location = set the logging level for log messages Use IBM Cognos Administration to manage, monitor, and tune the IBM Cognos BI dispatchers and services. You should be familiar with the IBM Cognos BI components and how IBM Cognos BI is installed and configured. For distributed installations, you control all functionality through IBM Cognos Administration. (©2003, 2011, IBM Corporation 55 ‘Tas guid contains prpretrynomation whic i protected by coppight No par of is document maybe photocopied, reproduced Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Monitor System Performance = Monitor performance using system metrics. = For the system, servers, server groups, dispatchers, and services, you can monitor: = metrics, including their associated scores and current values » status To diagnose and fix problems, you can monitor system performance using metrics in TBM Cognos Administration. For example, you may want to know if there are multiples items in a queue or if certain items have been waiting in a queue for longer than a specified amount of time. ‘You can assess the status of the system as a whole, along with the status of individual servers, dispatchers, and services. ‘You can view metric scores that are based on thresholds that you set. You can also view the operational status of system components. 56 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT How Metrics Data is Gathered » Data for metrics is gathered differently depending on the: = metric change type «= time scope = gathering time associated with the metric Metric Change ‘Type - the value that is displayed for a metric depends on the change type © Counter the value is a sum that increases with each change. For example, number of requests is a counter change type. © Gauge Metric - the value may increase or decrease over time, depending on events, For example, the number of processes running at any time is a gauge change type. (©2003, 2011, IBM Corporation a7 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Metric Time Scope - the interval over which a metric value is gathered differs by metric © Point in time - the value is gathered at a specific point in time, such as when you reset a metric group of restart a service Since reset - the value is gathered over the interval since the last reset of the metric Metric Gathering Time - the time at which a metric value is gathered differs by metric © On change - the value is collected when a change occurs, such as when the number of requests changes @ On demand - the value is gathered when you select a new item in the Scorecard pane, or reset a metric group * Unknown - the gathering time is unknown 58 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Metric Groupings = Metrics are grouped by type. * process = request * queue = session = Java Virtual Machine (JVM) ‘You can use the metrics within the process metrics grouping to monitor report service processes. They apply only to the Report and Batch Report services. You can use the metrics within the request metrics grouping to monitor volume of requests, operational status of services, response times, and processing times. ‘You can use the metrics within the queue metrics grouping to determine if the system is keeping up with demand, For example, if requests spend too long in a queue, you may not have enough resources to meet demand. (©2003, 2011, IBM Corporation 59 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Set Metric Thresholds * Set a threshold value for a metric, so that when the value is crossed, the state of the metric score changes. = Values depend on your operating environment. * Set the performance pattern of the metric. « high values are good » middle values are good « low values are good Along with setting threshold values, the performance pattern helps determine how the score is calculated. They include: © High values are good - example: Percentage of successful requests metric © Middle values are good - example: Number of processed requests metric. Too many requests might indicate a need for adding dispatchers, too few might indicate a need for removing a dispatcher. © Low values are good - example: Time in queue metric. (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM Coperaten 510ADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Reset System Metrics = You can reset the system metrics in two ways: « by restarting the application » through IBM Cognos Administration ean © OD Ghoneticare Dvatve brary 22,208 1:60 PacanagecEiecroguts 2 (©2003, 2011, IBM Corporation et ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM CorperaionIBM COGNOS BI ADMINISTRATION (V10.1) Percentage Met (failed and successful) * These are excellent metrics to monitor when resetting the metrics is: = not possible = not going to be done = With no reset, once threshold is reached on a: = count metric, metric value will not change over time (once it is red, it will always be red) = percentage metric, metric value may change over time (red > yellow > green) ‘a ‘Thresholds on the percentage metrics will always be in play regardless of when the last reset has occurred. With count metrics for failed and successfal requests (NumberOfFailedRequests and NumberO#SuccessfulRequests) thresholds will only occur after a period of time. For example, if the threshold score is set to turn red after 50 failed requests, once the threshold is exceeded (one day, one week, one month, etc) the threshold score will always be red until the service is restarted or the metries are reset. ‘Thresholds on the percentage metrics will change over time. Using the previous example, if the failed requests hit 50 after the first 50) requests, the value would be 100% and more than likely would result in a threshold score of red. From that point forward, if every request was successful, the metric value would decrease thus moving the red score to yellow and then eventually green, Due to this, if only the percentage metrics were being monitored via thresholds, no resetting of metrics would ever need to occur, 12 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Successful Requests Per Minute * The value does not indicate an ongoing average from minute to minute, rather it is an indication of how many requests have been processed during the amount of time the system has spent processing them. = Formula: = (number of successful requests * service time for successful requests)/60 seconds For example, 10 requests are executed successflly and the server has spent 30 seconds executing the request. When looking at the metric after a minute, the traditional definition would indicate the average is 10 requests per minute. After the second minute, the value would be 5, etc. The actual use of this metric would be 20 after one minute and would still be 20 after 2 minutes. This algorithm shows what the average successful requests is based on the amount of processing time it took to execute them and not the actual time. This is done to provide a real value that isn’t impacted by periods of inactivity. (©2003, 2011, IBM Corporation 543 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.BM COGNOS 81 ADMINISTRATION (V10.1) Demo 1: Set Thresholds on a System Metric ai SECU Coed Purpose: To begin monitoring system performance, you will set thresholds on the Percentage of successful requests metric. To identify how this metric can be used to monitor performance, you will run a report and then monitor metric score in the Metrics pane. Task 1. Set thresholds for the Percentage of successful requests metric. 1. Open the Internet browser, and then log on to IBM Cognos BI as meyerst/Education1! Rp Click Administer IBM Cognos content. 3. Inthe Scorecard pane, click , and then click http://:9315/p2pd. 4. Click BatchReportService, and then in the Metrics pane, expand the Request metrics grouping, - o 5. Beside Request, click Reset | | and then click OK. 6. Beside the Percentage of successful requests metric, click Edit thresholds 7 | You can choose the performance pattern and set the thresholds for this metric. 54 (©2003, 2011, IBM Corporation ‘or ronalaad no another ianguage mint a legs oon ag rem ie CorparsonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Under Performance pattern, click High values are good. 8. Beside the upper range box, click the up arrow L'), set the upper range value to 80, and then set the lower range value to 60. 9. Click OK. A green circle appears beside the metric. ‘The indicator light will remain green when the value for Percentage of successful requests is between 100 and 80, Values less than 80 and greater than 60-will be indicated as yellow and any value equal to 60 of less will be indicated as red. When a metric exception occurs (indicator values change) the exception will be logged to the audit database if the audit database is configured. The recording of thresholds will occur even at the lowest level of auditing (level 1 or minimal). This means that it is possible to audic the threshold exceptions without having to enable all of the reporting auditing, For the purposes of this demo, you will disable the dispatcher, so that all requests are sent to one dispatcher. 10. At the top of the Scorecard pane, beside All servers, click the down arrow and then click All dispatchers. 11. Beside http://:9320/p2pd, in the Actions list, click Stop immediately, and then click OK. 12. Repeat steps 3 and 4 to return to the Request metrics grouping and the Percentage of successfull requests metric for the BatchReportService. 13. Beside Request, click Reset [2] and then click OK. (©2003, 2011, IBM Corporation 545 i contains popraary ran which protected by capeigh. No para is document maybe photocopied, reproduced lated io another language wrthout gal henge agreement som IM Corporstion,IBM COGNOS 1 ADMINISTRATION (V10.1) Task 2. Run a report to gather metric values. 1. Log on to a new instance of IBM Cognos BI as hirschb/Education!!. 2. Click IBM Cognos content, and then navigate to Public Folders > Samples > Models > GO Sales (query) > Report Studio Report Samples. 3. Beside Order Invoices - Donald Chow, Sales Petson, under Actions, click Run with options - Order Invoices - Donald Chow, Sales Person. 4. Under Delivery, click Save the report, and then under Prompt values, deselect the Prompt for values check box. 5. Click Run, select the View the details of this report after closing this dialog check box, and then click OK. 6. Click Refresh. The report runs successfully. 7. Click Close. 8. Return to the first instance of IBM Cognos BI (log in: mey 9. Inthe Metrics pane, click Refresh |# The green indicator and a value of 100% are still showing beside the Percentage of successful requests metric. 100% is above the upper range threshold you set for the metric. 10. Log off the second instance of IBM Cognos BI (hirschb) and close that instance of the Internet browser. 11. At the top of the Scorecard pane, click All dispatchers. 12. Beside http://:9320/p2pd, in the Actions list, click Start, and then click OK. Results: You began the process of monitoring system performance by setting thresholds on the Percentage of successful requests metric. You identified how this metric can be used to monitor performance. 516 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Manage Dispatchers and Services = Perform maintenance on dispatchers and services. = start and stop dispatchers and services » activate a Content Manager service = remove dispatchers from the environment = move dispatchers = rename dispatchers » test dispatchers + administer failover for multiple dispatchers ‘The dispatcher is the entry point for IBM Cognos BI service requests sent by a Web server gateway or third-party software, ‘The dispatcher handles the routing requests and balances the load of user requests to the various IBM Cognos BI services. (©2003, 2011, IBM Corporation SAT ‘Tas guid contains prpretrynomation whic i protected by coppight No par of is document maybe photocopied, reproduced Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Stop and Start Dispatchers and Services = You can stop and start dispatchers and services manually. If a service stops responding, you must stop and restart it. = Stopping a service stops all its processes. = Stopping a dispatcher stops all its services. Suomi - ‘You can stop and start dispatchers and services manually. Ifa service stops responding, you must stop and restart it. Each dispatcher and service can be: © started * stopped immediately, deleting all the requests that are running or queued, without completing those requests * stopped after running, processing all queued requests A dispatcher or service does not appear in the Scorecard pane if itis disabled in IBM Cognos Configuration. 518 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Activate a Content Manager Service = You can manually activate a Content Manager Service that is in standby mode. Although only one Content Manager service can be active at any time, you can manually activate a Content Manager service that is in standby mode. When you activate a service, any currently active service switches to standby mode. You can also spe up. fy which Content Manager service will be the active service at start (©2003, 2011, IBM Corporation 549 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM CorperaionIBM COGNOS BI ADMINISTRATION (V10.1) Perform Dispatcher Administration = Remove a dispatcher if you no longer need it in the IBM Cognos BI environment. = Rename a dispatcher to secure the system. = Test a dispatcher to ensure that it is responding appropriately. = Administer failover for multiple dispatchers. You can perform administrative tasks on dispatchers including removing, testing, and renaming them. 520 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Manage Content Managers = You can set advanced Content Manager parameters for the following: = database connection pool settings = sorted entries for non-English locales = Content Manager synchronization = control browsing of external namespaces Database connection pool settings: to increase performance, you can change content store database connection pool settings for Content Manager. Sorted entries for non-English locales: when using a locale other than English, you can correct irregular sorting of entries in IBM Cognos Connection by using the CM SortCollation setting, Content Manager synchronization: you can set parameters that specify standby Content Manager activities. Control browsing of external namespaces: you can control whether users can browse external namespaces by using the CM.SecurityQueryRequiresRead setting, (©2003, 2011, IBM Corporation 521 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Tune Server Performance * Tune configuration settings and services to optimize the speed and efficiency of the IBM Cognos BI system. = Consider: = tuning to meet peak usage times = scaling up if necessary » the logging level = optimizing Framework Manager models = the operating system By tuning the configuration settings of dispatcher and services, you can optimize the speed and efficiency of IBM Cognos BI. For users, optimal performance means that their reports run fast and without errors. For you, it means that IBM Cognos BI is stable and that the users are happy. Options for tuning performance of the server environment include grouping dispatchers, specifying advanced dispatcher routing, balancing the request load, setting the load balancing mode, setting number of processes and connections, maximizing usage during peak periods, and setting queue time limits. 522 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Group Dispatchers in Folders * Organize dispatchers in folders to apply common configuration settings to a set of dispatchers and services. enlinrton Sx excwargag men i ]-2 JO aor sam sen [eph ory nasi efi. If your installation includes many dispatchers, you can group them into configuration folders. You group dispatchers to apply the same configuration settings to all the dispatchers and services in the folder. (©2003, 2011, IBM Corporation 523 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM CorperaionIBM COGNOS BI ADMINISTRATION (V10.1) Specify Advanced Dispatcher Routing * Define routing sets for packages or groups/roles. = Define routing rules for a server group that control where the routing sets will be executed. Define routing set for a package in IBM Define routing rule in IBM Cognos ‘Cognos Connection ‘Administration [om } wn Define routing set for a group or role in IBM Cognos Administration [Pesce oun > [sin] [rowing ot? | —

4 RPX2LA=8 avalabie? 534 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT The Process/Thread Model (cont'd) 4 HTML run report requests executed simultaneously How many RP are spawned? 32 How many LA connections are consumed? > 4 a w connections. (©2003, 2011, IBM Corporation 535 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM CorperaionIBM COGNOS BI ADMINISTRATION (V10.1) IBM Cognos BI and Java = Java Runtime Environment (JRE) : » is required by IBM Cognos components to operate » is provided with IBM Cognos BI (Windows only) » includes the Java Virtual Machine (JVM) IBM Cognos BI components use the JRE referenced by the JAVA_HOME, environment variable. On Windows, if JAVA_HOME is not set, the JRE that is packaged with IBM Cognos BI components is used by default. 5:36 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Monitor JVM Resources = Use JVM metrics to monitor the Java Virtual Machine and associated heap size. rect apse (tes) = 197.20 Intl equetedheao sce ites) ~ 0 simaneap soe ts) 75, 16,88 ote ~ coss:s7.0 Request © Bo o0 oo ‘The current heap size lets you know if available memory is being used. ‘The maximum heap size tells you if you have allocated a suitable amount of memory to the JVM based on the amount of hardware memory available. If current heap size is close to the maximum heap size, you may want to adjust tuning settings to reduce the load on a particular JVM. Keep in mind that current heap size may vary widely depending on the current load on the system. (©2003, 2011, IBM Corporation 637 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM CorperaionIBM COGNOS BI ADMINISTRATION (V10.1) ‘Applies only to Tomcat ‘The memory settings of your application server dictate the memory that is available to TBM Cognos BI dispatchers and services. In IBM Cognos Configuration, the default memory allocation is 768 MB. The memory allocation strategy for your application server depends on the available hardware capacity, and on the resource needs of other applications running on the server. 538 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or Yarlated to anor anguage witout alogaleenesagreoret rom IM CorporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Additional Tuning * Specify queue time limits = PDF file settings = Set maximum execution time = Specify how long to keep Watch List report output Specify queue time limits - maximum number of seconds that interactive requests made by users wait in the queue for an available report service or data movement connection. PDF file settings - determine the speed at which PDF files are created and the size of PDF files. Maximum execution time - If the time limit is exceeded for requests sent to the report service, batch report service, and data movement service the execution is cancelled Keep watch list report output - number of runs or number of days or months. (©2003, 2011, IBM Corporation 5.39 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Additional Tuning (cont'd) « Limit hotspots that are generated in an Analysis Studio or a Report Studio Chart report = Set compression for email attachments = Set the report size limit for the report data service A hotspot ina chart appears when you pause your mouse over it. Response time increases with the number of hotspots. You may want to limit the number of hotspots that are generated for Analysis Studio and Report Studio charts to improve performance. ‘You can choose to compress email attachments above a specific size in MB, or disable compression. By default, compression is disabled To limit the resources that are used by Report data service, IBM Cognos BI restricts the size of the report data that can be sent out. If you receive errors in IBM Cognos BI for Microsoft Office indicating that a report result is too large, you can increase the size limit for report data by changing the Governor limit setting, 540 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenTuite} ADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Examine Dispatchers and Services Purpose: To as: st you in administering the server environment, you will use IBM Cognos Administration to examine the properties of the dispatchers and services based on the installed components. Task 1. Log in as a member of the Server Administrators role and examine dispatchers. While logged on to IBM Cognos Administration as ‘Tim Meyers, click the Configuration tab, and then click Dispatchers and Services. ‘The right pane, lists the two dispatchers installed in the environment. The user interface represents these entries as dispatchers, although the dispatcher on :9320 is, in fact, disabled, What these entries represent then, are the configurable instances of the services of the installed components, as they are registered in Content Manager. ‘You can navigate to the properties of a dispatcher to modify settings that include all services associated with that dispatcher. Under the Actions column beside http://:9315/p2pd, click Set properties-:9315/p2pd, and then click the Settings tab. Alll the properties for this dispatcher are available for modification. In the Category list, click Tuning. Only the properties associated with tuning the dispatcher are displayed. Click Cancel, and then navigate to the Settings tab and the Tuning properties of the other dispatcher. Notice the properties of each dispatcher are identical. (©2003, 2011, IBM Corporation 541 ‘Tas guid contains prpretrynomation whic i protected by coppight No par of is document maybe photocopied, reproduced Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Task 2. Examine services. You can also navigate to the properties of an individual service of a dispatcher to modify the properties of that service. 1. Click hnttp://:9315/p2pd. Alll the services associated with the dispatcher are displayed. 2. Click Next Page, click Set properties - ReportService, and then click Settings. Only properties for the ReportService are available for modification. 3. Click Caneel, click Previous Page, and then click Set properties ~ BatchReportService. 4, Click Settings. Only properties for the BatchReportService are available for modification Question: How is this set of properties different from those seen for the report service? Answer: The batch report service does not include a property for setting the queue time limit. Requests processed by the batch report service do not wait in a queue. Their processing is controlled by properties set for the monitor service. 5. Click Cancel. Results: Using IBM Cognos Administration, you examined the properties of the dispatchers and services based on the installed components. You can now continue with administering the server environment. 542 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonTuite} ADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Tune the IBM Cognos BI Dispatchers and Services Purpose: To enable load balancing of the system and improve system performance, you will set dispatcher properties and modify the configuration of the system. You will set processing capacity and specify the number of processes and connections available for each dispatcher. Task 1. Modify dispatcher properties. 1. While logged on to IBM Cognos Administration as Tim Meyers, in the navigation path at the top of the page, click Configuration. 2. Inthe Actions column beside http://:9315/p2pd, click Set properties-:9315/p2pd. 3. Click the Settings tab, and then in the Category list, click Tuning. 4. Inthe Value column, change Processing capacity to 2.0, You have set the capacity to 2.0 to allocate more processing power to this instance of the report server. On a true distributed installation where report servers are on separate physical machines, set the capacity according to the processing power of each particular machine. 5. Click OK. © 2003, 2011, IBM Corporation 543 Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Task 2. Modify properties for the report service. 1 6, Click http://:9315/p2pd, click Next Page, and then in the Actions column beside ReportService, click Set properties- ReportService. Click the Settings tab, and then in the Category ist, click Tuning. In the Value column, change Maximum number of processes for the report service during peak period to 4. We are setting this value on the assumption that the computer on which this dispatcher resides has dual CPUs. ‘The recommendation is to set the value to 2 per CPU. In the Value column, ensure that the Number of high affinity connections for the report service during peak period is sct to 1. In the Value column, change Number of low affinity connections for the report service during peak period to 2. Click OK. Task 3. Modify properties for the batch report service. 1 544 Click Previous Page, and then in the Actions column beside BatchReportService, click Set properties-BatchReportService. Click the Settings tab, and then in the Category list, click Tuning. In the Value column, change Maximum number of processes for the batch report service during peak period to 4. You set this property value to 4 because the same recommendation @s in Task 2, step 3) applies to the batch report service. (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM Carporaton6. ADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Set the Number of high affinity connections for the batch report service during peak period to 1 Set the Number of low affinity connections for the batch report service during peak period to 2 Leave the default values for the remaining properties. Click OK. Task 4. Modify dispatcher properties. 1 3, In the navigation path, click Configuration, and then beside http://:9320/p2pd, click Set properties - http://:9320/p2pd. Click the Settings tab, in the Category list, sclect Tuning, and then ensure the Processing capacity value is set 0 1.0 Click OK. Task 5. Modify properties for the report service. 1 Click http://:9320/p2pd, click Next Page, and then in the Actions column beside ReportService, click Set properties- ReportService. 2. Set the following Tuning properties: Maximum number of processes for the report service during peak period =2 Number of high affinity connections for the Report service during peak period = 1 Number of low affinity connections for the report service during peak period = 2 3. Click OK. © 2003, 2011, IBM Corporation 545 ‘Tas guid contains prpretrynomation whic i protected by coppight No par of is document maybe photocopied, reproduced Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS 1 ADMINISTRATION (V10.1) Task 6. Modify properties for the batch report service. 1. Click Previous Page, and then in the Actions column beside BatchReportService, click Set properties-BatchReportService. 2. Set the following Tuning properties: Maximum number of processes for the batch report service during peak period = 2 Number of high affinity connections for the batch report service during peak period = 1 Number of low affinity connections for the batch report service during peak perio 3. Click OK. Results: To enable load balancing of the system and improve system performance, you set dispatcher properties and modified the configuration of the system. You set processing capacity and 1d the number of processes and connections available for 546 (©2003, 2011, IBM Corporation eanc eS tae ro anoter nguge witout algalicene agreement Frm EM CarporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Set the Logging Level * Set the level detail to captured by log messages. seagate get ees grate rot it ‘ial 3 tential get om Five levels of logging are available: Minimal - system and service startup and shutdown, and runtime errors Basic - minimal + user account management, runtime usage of IBM Cognos BI, and use requests Request - basic + service requests and responses Trace - basic + all requests (- service requests and responses) to all components with their parameter values Fall - request + all requests to all components with their parameter values (©2003, 2011, IBM Corporation 647 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM CorperaionIBM COGNOS BI ADMINISTRATION (V10.1) COGIPF_ACTION ‘COGIPF_AGENTBUILD ‘COGIPF_AGENTRUN ‘COGIPF_ANNOTATIONSERVICE ‘COGIPF_EDITQUERY Audit Database Tables ‘Stores information about ‘operations performed on objects ‘Stores information about agent mail delivery ‘Stores information about agent activity including tasks and delivery ‘Stores information about Annotation service operations ‘Stores information about query runs ‘The audit database tables are generated after audit logging has been configured in IBM Cognos Configuration, the configuration has been saved, and the local services have been restarted. (©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or rarlated io another anguage witout a icons agrooment rom IM CorporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT COGIPF_HUMANTASKSERVICE Audit Database Tables (cont'd) | | O= | Stores audit information about Human ‘Task service operations (tasks and corresponding task states) (COGIPF_HUMANTASKSERVICE_ DETAIL Stores addtional details about Human ‘Task service operations (not necessarily required for every audit entry, for example, notification details and human role det ‘COGIPF_NATIVEQUERY ‘Stores information about queries that IBM Cognos BI makes to third-party components COGIPF_PARAMETER (©2003, 2011, IBM Corporation ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces ‘Stores parameter information logged by 2 component, rolare cor vaalted ini another language witout aga leeneeagrooren fom IM Corperaion 549IBM COGNOS BI ADMINISTRATION (V10.1) Audit Database Tables (cont'd) ‘COGIPF_RUNJOB Stores information about job runs ‘COGIPF_RUNJOBSTEP ‘Stores information about job step runs ‘COGIPF_RUNREPORT ‘Stores information about report runs ‘COGIPF_THRESHOLD_VIOLATIONS | Stores information about threshold Violations for system metrics ‘COGIPF_USERLOGON ‘Stores user lagon and logoff information (COGIPF_VIEWREPORT ‘Stores information about report view requests 560 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk CorporatonADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Use the Sample Audit Model and Reports = IBM Cognos BI includes a sample audit model and audit reports that you can use to identify activity. — Sample audit rae | reports ‘Sample audit model oamiceen | ovanableln. in Fromework — TBM Cognos Manager 2 se Connection -— Ea To use the sample audit reports in their current state or to meet your own audit reporting requirements, you can: © modify the existing reports * create your own audit reports based on the sample model * modify the sample model, and then create your own audit reports (©2003, 2011, IBM Corporation ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces cor vaalted ini another language witout aga leeneeagrooren fom IM Corperaion 551IBM COGNOS BI ADMINISTRATION (V10.1) sins Anais Troubleshoot the Server Environment + Troubleshooting issues: = unable to log on + cannot access data + excessive execution times * Troubleshooting areas: + servers and server properties + configuration + Troubleshooting resources includ + error messages = log files * configuration files ~ IBM Cognos Configuration component test oops, Before you can troubleshoot IBM Cognos BI effectively, you must be familiar with its components and the process used to author reports. Resolve common troubleshooting issues by investigating areas that impact the server environment, including server properties and configuration. Use the resources available to you to investigate and resolve issues. 562 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Troubleshooting Resources * Use log and configuration files to track the operations performed in IBM Cognos BI. « transfer log file (.txt) « transfer summary-error log file (.txt) = gateway.log file = cogserver.log file = cogstartup.xml file = coglocale.xml file = metricdump.xml Configuration and log files can help you troubleshoot problems by providing a record of the activities that take place when you work with IBM Cognos BI, including those associated with installation, administration, and run-time. (©2003, 2011, IBM Corporation 563 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) Back Up Data = Regularly back up IBM Cognos BI data, including: = content store = configuration - for example, cogstartup_.xml = the directory that contains the encryption and signing key settings (if changed from the default location) « Framework Manager projects: + file system « version control system (for example, Visual Source Safe) We recommend that you regularly back up your IBM Cognos BI data, configuration settings, and your Framework Manager projects. 564 (©2003, 2011, IBM Corporation eonme eee parle) rf anor language niu eal oars eprom rom KM CoperatenADMINISTER THE IBM COGNOS 81 SERVER ENVIRONMENT Summary * At the end of this module, you should be able to: « describe the tasks required to administer the IBM Cognos BI server environment + perform administrative tasks using IBM Cognos Administration + manage dispatchers and services * examine the log message facility ~ tune performance of servers + identify issues while troubleshooting the server environment + identify the IBM Cognos BI backup strategy 4 (©2003, 2011, IBM Corporation 555 ‘This guide contains propcetary information whic i protected ty copyright No part of is document maybe photocopied, reproduces Cr torlaed into anotherlanguage witout» nga leeneeagreaen som IM Corporation.IBM COGNOS BI ADMINISTRATION (V10.1) 556 ©2003, 2011, IBM Corporation “This ude contains prpietary ntarmaton which i rotated by copyright, No arto his document maybe phoiocpied,repreduced ‘or ronalaad no anther ianguage mint a legs cease agrorent rom Kk Corporaton