Administration and Security Guide 3
® ®
IBM Cognos This document applies to IBM Cognos
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reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos.Table of Contents
Part 1: IBM Cognos 8 Administration
Part 2: System Administration
Part 3: Data Management Chapter 8: Data Sources and Connections 155 DB2 156 IBM Cognos Cubes 157 IBM Cognos Finance 157 IBM Cognos Now! Cube
Part 4: Security Administration Chapter 11: Security Model 201 Authentication Providers 201 Deleting or Restoring Unconfigured Namespaces
Part 5: Content Administration in IBM Cognos Connection
Part 7: Portal Services Administration Chapter 29: Managing Portlets and Styles 429 Portlets 429 Cognos Portlets 429 Other Portlets 432 Import Portlets
Part 8: Customization Chapter 31: Customizing the Appearance of IBM Cognos 8 479 Making Global Changes to all Components 479 Customizing Styles 479 Rebranding the IBM Cognos 8 Interface 481 Changing IBM Cognos 8 Fonts
Part 9: Troubleshooting Chapter 33: Troubleshooting Resources 539 Error Messages 539 Log Files 539 Core Dump Files 542 Metric Dump File
Part 10: Reference Material
Introduction
This document is intended for use with IBM Cognos 8. IBM Cognos 8 is a Web product with integrated reporting, analysis, scorecarding, and event management features. This document contains step-by-step procedures and background information to help you administer IBM Cognos 8.
Audience
To use this guide, you should be familiar with reporting and security concepts, and have experience using a Web browser.
Related Documentation
Our documentation includes user guides, getting started guides, new features guides, readmes, and other materials to meet the needs of our varied audience. The following documents contain related information and may be referred to in this document.
Note: For online users of this document, a Web page such as The page cannot be found may appear
when clicking individual links in the following table. Documents are made available for your par- ticular installation and translation configuration. If a link is unavailable, you can access the document on the IBM Cognos Resource Center ( ).
Description Document
Using IBM Cognos Connection to publish, find, manage, organize, and view IBM Cognos content, such as scorecards, reports, analyses, and agents
IBM Cognos Connection User Guide Creating self-service business intelligence reports Query Studio User Guide Authoring reports that analyze corporate data according to specific needs
Report Studio Professional Authoring User Guide
Authoring financial reports that analyze corporate data according to specific needs Report Studio Express Authoring User Guide
Creating and managing agents that monitor data and perform tasks when the data meets predefined thresholds
Event Studio User Guide Creating and publishing models using Framework Manager
Framework Manager User Guide IBM Cognos PowerPlay Enterprise Server Administering PowerPlay servers and deploying Guide cubes and reports to PowerPlay users in Windows environments or on the Web
IBM Cognos PowerPlay Web User Guide Viewing, exploring, formatting, and distributing PowerPlay reports using a Web browser
IBM Cognos Web Portal User Guide Viewing, finding, organizing, and sharing inform- ation in Upfront, the customizable interface used to publish IBM Cognos reports to the Web
Metric Studio User Guide Authoring scorecard applications and monitoring the metrics within them
IBM Cognos 8 Go! Office User Guide Using IBM Cognos 8 Go! Office to retrieve content from IBM Cognos reporting products within Microsoft Office
Analysis Studio User Guide Exploring, analyzing, and comparing dimensional data
IBM Cognos 8 New Features Describing features that are new in this release Localization Development Kit Installation Installing and using the Localization Development and User Guide Kit to translate and customize the messages and user interface text in IBM Cognos products
Map Manager Installation and User Guide Installing and using Map Manager to import and manage maps that are used in map reports
IBM Cognos 8 Architecture and Deployment Understanding the IBM Cognos 8 architecture, Guide developing installation strategies, including security considerations, and optimizing performance
IBM Cognos 8 Installation and Configuration Installing, upgrading, configuring, and testing IBM Guide Cognos 8, changing application servers, and setting up samples Custom Authentication Provider Developer Creating a custom authentication provider or a Guide trusted signon provider using the Custom
Authentication Provider API Framework Manager Developer Guide Creating and publishing models using the Frame- work Manager API IBM Cognos Finance User Guide Creating and managing financial reports and administering the database
IBM Cognos 8 Software Development Kit Using the samples included with the IBM Cognos 8 Getting Started SDK to learn how to automate IBM Cognos 8
IBM Cognos 8 Migration Tools User Guide Moving metadata and applications from IBM Cognos Series 7 to IBM Cognos 8
IBM Cognos 8 Planning Installation and Installing and Configuring IBM Cognos 8 Planning Configuration Guide Products
Finding Information
Product documentation is available in online help from the Help menu or button in IBM Cognos products. To find the most current product documentation, including all localized documentation and knowledge base materials, access the IBM Cognos Resource Center
).
You can also read PDF versions of the product readme files and installation guides directly from IBM Cognos product CDs.
Using Quick Tours Quick tours are short online tutorials that illustrate key features in IBM Cognos product components.
To view a quick tour, start IBM Cognos Connection and click the Quick Tour link in the lower- right corner of the Welcome page.
Getting Help
For more information about using this product or for technical assistance, visit the IBM Cognos Resource Center ( This site provides information on support, professional services, and education.
Printing Copyright Material
You can print selected pages, a section, or the whole book. You are granted a non-exclusive, non- transferable license to use, copy, and reproduce the copyright materials, in printed or electronic format, solely for the purpose of operating, maintaining, and providing internal training on IBM Cognos software.
a cumulative list of similar information for previous releases. It will help you plan your upgrade and application deployment strategies and the training requirements for your users. For information about upgrading, see the Installation and Configuration Guide for your product. For information about other new features for this release, see the New Features Guide. For changes to previous versions, see:
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To review an up-to-date list of environments supported by IBM Cognos products, such as operating systems, patches, browsers, Web servers, directory servers, database servers, and application servers, visit the IBM Cognos Resource Center Web site (
New Features in Version 8.4 Listed below are new features since the last release. Links to directly-related topics are included.
Additional Language Support
In addition to Japanese, German, and French, the installation documentation and the user interface for the installation program and IBM Cognos Configuration are available in the following languages: Chinese (simplified)
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Chinese (traditional)
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Korean
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Italian
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Spanish
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Portuguese (Brazilian)
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You can use the new product languages when personalizing your user interface in IBM Cognos 8 English product documentation is installed when you install the IBM Cognos 8 gateway component. The Installation and Configuration Guide, the Quick Start Installation and Configuration Guide, and the Readme are the exceptions, and are available in all supported languages. To access all other translated documentation, you must install the Supplementary Languages Documentation. You can now configure IBM Metadata Workbench as a lineage solution in IBM Cognos 8. For more information, see Administrators can configure the lineage solution by specifying the lineage URI in IBM Cognos Administration
Access to IBM WebSphere Business Glossary
If you use the IBM WebSphere Business Glossary, you can now access the glossary from Cognos Viewer You can configure the IBM WebSphere Business Glossary URL in IBM Cognos Administration .
Managing Comments Using Cognos Viewer
You can now add user-defined comments to saved HTML, PDF and XML reports using Cognos Viewer. For more information, see
Adding Application Context to Dynamic SQL
An administrator can now define a custom string including application context that is added as a comment marker within SQL generated by the application. For more information, see
Support for New Data Sources
You can now use the following data sources in IBM Cognos 8:
IBM Cognos Now! Cube
●
IBM Infosphere Warehouse Cubing Services
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TM1
● Support for New Portal Versions
IBM Cognos 8 Portal Services now provide extended support IBM WebSphere 6.0 and 6.1, and BEA AquaLogic User Interaction 6.5 (ALUI 6.5) For more information, see .
Hiding Entries
You can hide entries in IBM Cognos Connection and IBM Cognos Administration, such as reports, packages, pages, folders, jobs, data sources, portlets, and so on. This functionality is most often used with drill-through reports. Hiding an entry does not affect its security policies. Updating Published PowerCubes
You can now use the command to make new versions of published PowerCubes
pcactivate available to users.
For more information, see .
Object Capabilities You can now specify capabilities for individual packages.
For more information, see
Schedule Credentials
When you choose to import schedules in the deployment, you can change the imported schedule credentials to your credentials. For more information, see
Save History Details for Job Steps You can save history details for job steps when the run activity completes successfully.
For more information, see .
Viewing Lineage Information
A data item’s lineage information traces the item’s metadata back through the package and the package’s data sources. Viewing lineage information ensures that you add the correct data items to a report. For more information, see
Enhanced Drill-through Capabilities
In earlier versions of IBM Cognos 8, model-based drill-through supported only reports created in Analysis Studio, Query Studio, or Report Studio as targets. Other types of drill-through targets are now supported. For example, you can drill through to PowerPlay Studio reports saved in the content store, or to a package that contains a PowerCube.
In earlier versions of IBM Cognos 8, drill-through access required the existence of parameters in the target. IBM Cognos 8 now allows dynamic filtering of the data. In cases where more control is needed, you can continue to use the existing parameterized drill-through. You now also can restrict the availability of package drill-through definitions to measures as well as other data when you set the scope.
If the source is based on a dimensional package, you can choose what property of the source metadata item to map to the target. For example, you can map the member caption of the source metadata item to a relational value in the target instead of using the business key. For more information, see . Metric Studio Content in Portal Pages
An IBM Cognos Connection page or a dashboard can now display metric impact diagrams and custom diagrams. This new content can be added by using the following new portlets: Metrics Impact Diagram
● Use to display impact diagrams associated with a metric.
Metrics Custom Diagram
● Use to display custom diagrams associated with a scorecard.
For more information, see
Changed Features in Version 8.4
Listed below are changes to features since the last release. Links to directly-related topics are included.
Composite Information Server is Replaced By IBM Cognos 8 Virtual View Manager
Composite Information Server was available with earlier releases of IBM Cognos 8. In the current release, Composite Information Server is replaced by IBM Cognos 8 Virtual View Manager, which is an IBM proprietary product that is based on a new version of Composite Information Server. In this release, the default repository is changed, from Microsoft SQL Server to IBM Informix. If you have Composite data sources defined in IBM Cognos Connection, you must migrate the existing repository to the new default repository.
For more information, see . For more information about migrating the repository, see the IBM Cognos 8 Virtual View Manager User Guide.
IBM Cognos 8 Portal Services Plumtree portal is replaced by BEA AquaLogic User Interaction 6.1 (ALUI 6.1) portal.
For more information, see
Deprecated Features in Version 8.4 A deprecated feature is one that is being replaced by a newer version or a better implementation.
The intention is to discontinue the use of the feature and provide recommendations for adapting to this change over multiple releases. Listed below are deprecated features, including links to related topics.
IBM Cognos 8 PowerCube Connection Utility and cubeswap
In the next release of IBM Cognos 8 Transformer, the PowerCube Connection Utility and cubeswap will be deprecated. The functionality provided by these utilities is no longer required when using box For more information about the PowerCube copy and activate options, see or the Transformer User Guide.
New Features in Version 8.3 Listed below are new features since the last release. Links to directly-related topics are included.
Improved User Interface for Administrators
Administrative tasks are now located in one central management interface named IBM Cognos
Administration. The new interface will help you make quicker, more informed decisions, and simplify the overall management of the IBM Cognos environment.
Access to More Documentation
You can access supplementary documentation from More Documentation on the Help menu of
IBM Cognos Connection. This new link opens a dynamic IBM Cognos Documentation page that contains one or more readme files and additional guides, depending on the products you have installed and the language in which you installed them.
More Granular Administrative Capabilities
A more granular approach to securing administrative functions is now available. Administrators can be granted some administrative permissions, but not others. For example, an administrator can have access to tasks associated with managing data sources, but not to the tasks associated with maintaining the security namespaces.
For more information, see .
Access to System Statistics
You can view metrics related to different servers, dispatchers, and services. The metrics provide you with insight into the status of the environment. For more information, see .
Snapshot of System Health
You can get a snapshot of the status of all servers, server groups, dispatchers, and services in the
IBM Cognos topology. All system metrics are found on the System tab in IBM Cognos Administra- tion. When you see statistics in their proper context, you can make better decisions regarding per- formance, scheduling, and capacity planning. For more information, see . IBM Cognos Administration provides specific views and tools to identify the report, job, or application currently in the queue or being processed. These views also reveal who is running the item, regardless of whether it is a background or interactive task. You can better understand what is happening in your environment and take action to resolve issues. For example, you can cancel a job for a user. For more information, see
Reducing Deployment Details
An administrator can specify the level of deployment details logged to the content store. By default, the deployment history will contain only summarized information. This will save memory space, improve performance, and require less maintenance. For more information, see .
You can learn the current status of a deployment by viewing periodic updates in the Monitor Service .
Setting Priority on Schedules
You can set a priority, from 1 to 5, on a schedule. Setting a priority ensures that if two reports are waiting in the queue to be run, the report with the higher priority is run first. You can override and reset the priority on any schedule. For more information, see .
Better Control of Interactive Features in Reports
You can now disable interactive features in addition to drill-up, drill-down, and package drill report options. Administrators can control access to all interactive features, including drill-up and drill- down, package drill, authored drill, Go! Search, and notifications. This feature gives you more control of interactive activities. Hiding these functions may reduce the need for user training in large deployments.
The new capabilities are exposed as run options in IBM Cognos Connection
New Sample Audit Reports
Sample audit reports have been added for metric threshold exceptions, agents, failed reports, and presentation service. For more information, see .
Publishing and Managing Packages in Non-root Folders
You can now publish packages from Framework Manager into any folder in IBM Cognos Connec- tion. In previous versions, packages could be published and maintained only in the single root folder. These packages can also be moved from the root folder to any folder in IBM Cognos Con- nection. In Framework Manager, any target folder can be used for publishing. Enabling Report Studio Authoring Modes
Report Studio now accommodates two distinct types of report authors:
Express ●
This user can access the Report Studio Professional authoring mode and the Express authoring mode.
Professional ●
This user can access the Report Studio Express authoring mode for financial report authoring to create and maintain statement style reports. Financial authoring requires many, but not all, of the features that exist in Report Studio and interaction with live data. In IBM Cognos Administration, you can restrict users to have access to only the Express authoring mode in Report Studio. For more information, see
.
Server Administration
Server administration is enhanced with new capabilities. You can now: set PDF file character encoding, font embedding, and compression types and levels
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set the maximum execution time
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limit hotspots that are generated in an Analysis Studio or Report Studio chart
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set watch list output retention time
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Settings for the maximum number of processes and connections has been improved. For some ser- vices, you can now set the maximum number of processes and the maximum number of high affinity and low affinity connections that the dispatcher can open to handle requests. For other services, you can set the maximum number of connections.
For more information, see
Transformer Integrated into IBM Cognos 8
Transformer is now fully integrated into IBM Cognos 8 Business Intelligence. This includes the ability to leverage IBM Cognos 8 metadata, support for cube building on IBM Cognos 8 platforms, and integration with IBM Cognos 8 security. For more information, see the Transformer User Guide.
My Activities and Schedules
You can now manage IBM Cognos 8 activities from My Activities and Schedules in IBM Cognos Connection. You can filter the list so that only the entries that you want appear. A bar chart shows you an overview of activities. You can set run priority for entries. You can also view the run history for entries, specify how long to keep run histories, and rerun failed entries. For more information, see
My Watch Items
Use the My Watch Items area of the portal to view and manage alerts for new report versions and rules that you have set for conditional report delivery . The My Watch Items functionality enables end users to monitor and manage business information that is critical to them from a single location.
As a report owner, you must allow report users to receive alerts and create watch rules for the reports. For information about how to enable these features for reports, see
Report Alerts
By enabling an alert on a report, you can now be notified when a new version is available. Whenever a report is run and saved due to a scheduled or manual run, all subscribers receive an email that a new version is available. Subscriptions are saved to the Alerts tab of My Watch Items and can be maintained from that location.
For information about how to subscribe to a report, see .
Watch Rules
A new watch rule action is available in Cognos Viewer. You can use watch rules to control when users are notified about the availability of new report versions. When a report is run and saved, a user-defined threshold condition is checked. If this condition satisfies a user's criteria, the report can be e-mailed.
To create a watch rule , a saved report must be viewable in HTML format. You can select the data to be monitored and enter the threshold condition that will trigger the delivery of the report. Watch rules are saved to the Rules tab of My Watch Items and can be maintained from that location.
This feature lets users maintain their own report distribution preferences and avoid information overload.
Drilling Through on Multiple Values
Drilling through is now more powerful and flexible. You can pass multiple items, such as products or countries, to a target report . You can now use this feature regardless of the type of drill- values. In previous versions, passing multiple values was available only within drill-through paths created in IBM Cognos Connection.
Go Directly to Target Report When Only One Target Report Exists
When there is only one target report available, you can now go directly to the target report when you click the drill-through link in Cognos Viewer. If there are multiple target reports available, you see the Go To page. This behavior is automatic and works the same way whether the drill-through is defined in Report Studio or in a drill-through definition in IBM Cognos Connection.
For more information, see
Support for Microsoft Excel 2007
IBM Cognos 8 supports Microsoft Excel 2007 native spreadsheets as a report format, in addition to the existing Microsoft Excel HTML formats. The Microsoft Excel 2007 XML format, also known as XLSX, provides a fast way to deliver native Excel spreadsheets to Microsoft Excel XP, Microsoft Excel 2003, and Microsoft Excel 2007.
The use of a native Microsoft Excel format means that the spreadsheets are smaller and more usable. Because the new Office Open XML format is a recognized industry standard supported by ECMA International, the new format provides the added benefit of an open, documented integration format that extends an open systems solution.
The new format appears in the run report user interface. Users of Microsoft Excel XP and Microsoft Excel 2003 must install the Microsoft Office Compatibility Pack, which provides file open and save capabilities for the new format.
For more information about Excel format support, see
Saving Report Outputs to a File System You can now export report results directly to a server file system using IBM Cognos Connection
You decide which formats to export, and select from a predefined set of directory locations. This feature makes it easy to integrate IBM Cognos content into other external applications.
IBM Cognos 8 does not keep a record of the exported reports, but does prevent and resolve name conflicts that arise when the same file is saved multiple times to the same directory. You are responsible for managing the reports after export. An XML descriptor file with the same file name prefix is created, which can be used by an external application to locate and manage the exported reports. The export options appear as run options for a report, provided you were granted access to this feature. For more information, see . You can resubmit a failed job or report For example, you discover that 20 reports in a job containing 1,000 reports fail due to an invalid signon. The problem is corrected and the job is resubmitted so that only the 20 failed reports are rerun. In previous versions, if you submitted a report and it failed, the run options associated with the report were lost. Now the report can be resubmitted without having to reset the run options.
Failed reports, jobs, and agent tasks can be resubmitted from the run history, accessed from the Past activities page of IBM Cognos Administration, or accessed from the Actions page of the item.
Resubmitting Failed Agent Tasks
Failed agent tasks can now be resubmitted with their original data values In previous versions, if a task failed, the data passed to the task was lost. Rerunning the agent may not solve this problem if the task is set to process new events only.
Default Actions for Agent Items
You can now choose a default action to use when an agent item is selected in IBM Cognos Connec- tion, rather than automatically opening the agent in Event Studio . The new choices are: show the most recent event list
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run the agent
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open the agent in Event Studio
● The default action is defined on the Agent tab of the item properties in IBM Cognos Connection.
Tabbed Portal Pages
You can now create pages with multiple tabs that are easy to navigate. The new type of pages is also referred to as dashboards. Dashboards are created by using a new portlet named Multi-page. For more information,
Global Filters and Enhanced Portal Interactivity
You can select the dashboard context in the portal with one or more global filters. A global filter may be a prompt, a drill-up or drill-down action, or a report that is based on drill-through content. For example, you can add a prompt control to a portal page to automatically pass the selection to all reports on the page. When a prompt answer is changed, all related reports will refresh accordingly. So, if you answer a country prompt with Brazil, all related reports on the page will be filtered to show the data for Brazil.
When these techniques are used on a tabbed dashboard, the context is passed to all corresponding sections of the dashboard. This functionality allows for a single selection to drive a number of reports at once. For more information, see .
An IBM Cognos Connection page or a dashboard can now display more types of Metric Studio metrics and a history chart. This new content can be added by using the following new portlets: Metric List
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Use to add a watchlist, an accountability list, a scorecard metric list, or a strategy metric list to the page. Metric History Chart
● Use to add a graphical chart that illustrates the historical performance of a metric to the page.
For more information, see .
Support for Microsoft SharePoint Portal 2003 and 2007
SharePoint Portal 2003 and 2007 is now supported in IBM Cognos 8. You can use this portal with the Cognos Navigator, Cognos Search, Cognos Viewer, Metric List, Metric History Chart, and Cognos Extended Applications portlets. For more information, see
Changed Features in Version 8.3
Listed below are changes to features since the last release. Links to directly-related topics are included.
Updated IBM Cognos Connection Look
The IBM Cognos Connection user interface was changed to provide more space for reports and information that you care about, and use less space for toolbars and functions. The new features include: The Launch menu, which replaces the Tools menu.
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This menu lets you access the IBM Cognos 8 studios, Drill-through Definitions, and IBM Cognos Administration. The my area icon , which lets you access the My Watch Items, My Preferences, and My
● Activities and Schedules areas in IBM Cognos Connection.
The portal style named Business.
● The updated Welcome to IBM Cognos 8 page. ● For more information, see .
More Information in the Go To Page
Additional information was added to the Related Links page. Related Links, also known as the Go
To page, is used to show users all of the drill-through paths available from a source report. The information helps you choose which drill-through path to use.
Cognos Watchlist Portlet
The Cognos Watchlist Portlet was replaced by the Metric List portlet. In the new portlet, the watchlist is now one of the selectable options .
Replaced Capability
The capability known as Directory in previous releases of IBM Cognos 8 was replaced by the fol- lowing, more granular capabilities:
Data Source Connections ●
Set capabilities and manage UI profiles ●
Users, Groups, and Roles ● For more information, see management, security and content administration, activities management, and portal services administration. You can also perform the following IBM Cognos 8 administrative tasks: automating tasks
●
setting up your environment for multilingual
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reporting installing fonts
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setting up printers
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configuring web browsers
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allowing user access to Series 7 reports from IBM Cognos Connection
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restricting access to IBM Cognos 8
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Aside from the typical administrative tasks, you can also customize the appearance of different IBM Cognos 8 components. For information about potential problems, see the Troubleshooting section in this guide.
IBM Cognos Administration
In IBM Cognos Connection, you access IBM Cognos Administration from the Launch menu. You must have the required permissions to access IBM Cognos Administration functionality. See
Administrative Area Tab Use
Activities Status To . Content Manager computers To manage .
Status Content store To perform Configuration
Data sources To create and manage
Configuration
To to export from a source environment and then import in a target environment.
User interface Automation interface Document Goal
User Guide
Framework Manager
Developer Guide and
Script Player tool Framework Manager
Framework Manager
Begin basic reporting with the IBM Cognos 8 SDK
Started Guide
IBM Cognos 8 Getting
BI Bus API
IBM Cognos Report Studio
Virtually everything you can do with the product, you can achieve using the appropriate API, URL interface, or command line tool as illustrated in the table below.
Configuration
Security Users, groups, and roles Automating Tasks
and service administration To Status Server tuning To create and manage
Status System, dispatcher, server,
To
Security Security
Portals To create and manage . Configuration Printers To to specific product func- tions, such as administration and reporting, and features within the functions, such as bursting and user defined SQL.
Configuration
tacts To in IBM Cognos Connection.
Configuration Distribution lists and con-
Deployment To manage Status Dispatchers and Services To create and manage
Modify a model, or republish it to UNIX or Windows interface
Framework Manager
Query Studio Report Studio Framework Manager
Using URLs to View, Edit, and Run Reports
Report Studio
IBM Cognos Connection
BI Bus API
IBM Cognos 8 Developer
Guide
To manipulate objects in the content store Managing IBM Cognos 8 Content in the
IBM Cognos Connection
Guide
BI Bus API
IBM Cognos 8 Developer
Guide
Administer reports
IBM Cognos Connection
BI Bus API
IBM Cognos 8 Developer
Guide
Run, view, and edit reports through a hyperlink in an HTML page Query Studio
IBM Cognos 8 Developer
BI Bus API
Retrieve the query items available in the published package using the get- Metadata method
IBM Cognos 8 Developer
Guide
Modify an unpublished model using the updateMetadata and query- Metadata methods
IBM Cognos Connection
BI Bus API
IBM Cognos 8 Developer
Guide
IBM Cognos Connection
Administer and implement security by authenticating and managing users Server Adminis- tration Cognos Viewer URL Inter- face
BI Bus API
IBM Cognos 8 Developer
Guide