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IBM Cognos Analytic ApplicationsVersion 10.1.0

Installation and Configuration Guide

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NoteBefore using this information and the product it supports, read the information in “Notices” on page 77.

Product Information

This document applies to IBM Cognos Analytic Applications Version 10.1.0 and may also apply to subsequentreleases. To check for newer versions of this document, visit the IBM Cognos Information Centers(http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp).

Licensed Materials - Property of IBM

© Copyright IBM Corporation 2006, 2011.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

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Contents

Introduction . . . . . . . . . . . . . v

Chapter 1. What's new? . . . . . . . . 1What's new in version 10.1.0 . . . . . . . . . 1

Changed features in version 10.1.0 . . . . . . 1Removed features in version 10.1.0 . . . . . . 1

What's new in version 8.4.2 . . . . . . . . . 2New features in version 8.4.2 . . . . . . . . 2Deprecated features in version 8.4.2. . . . . . 2

What's new in version 8.4.1 . . . . . . . . . 2New features in version 8.4.1 . . . . . . . . 2Changed features in version 8.4.1 . . . . . . 3

What's new in version 8.4 . . . . . . . . . . 3Support for IBM Cognos 8 Business Intelligence8.4 . . . . . . . . . . . . . . . . . 3Changed features in version 8.4 . . . . . . . 4Removed features in version 8.4. . . . . . . 5

What's new in version 8.3 . . . . . . . . . . 6New features in version 8.3 . . . . . . . . 6Changed features in version 8.3 . . . . . . . 6Deprecated features in version 8.3 . . . . . . 6

Chapter 2. Overview: Installing CognosAnalytic Applications . . . . . . . . . 9

Chapter 3. Installation options . . . . 13Cognos Analytic Applications installations . . . . 1364-bit versions of Cognos Analytic Applicationscomponents . . . . . . . . . . . . . . 13All components on one computer . . . . . . . 14Cognos Adaptive Warehouse and Cognos BIReporting on different computers . . . . . . . 15All Cognos BI Reporting components on onecomputer . . . . . . . . . . . . . . . 17Cognos BI Reporting components on differentcomputers . . . . . . . . . . . . . . . 17

Gateways on different computers . . . . . . 18Application tier components and ContentManager on different computers . . . . . . 19More than one Content Manager . . . . . . 20

Chapter 4. Upgrade of Cognos AnalyticApplications . . . . . . . . . . . . 21Plan the upgrade . . . . . . . . . . . . 22

Review the documentation . . . . . . . . 22Assess applications in the existing environment 22Back up your existing analytic content . . . . 24

Perform the upgrade in a trial environment . . . 24Upgrading Cognos BI Reporting in your trialenvironment . . . . . . . . . . . . . 25Upgrading Cognos Adaptive Analytics in yourtrial environment . . . . . . . . . . . 25Upgrading Cognos Adaptive Warehouse in yourtrial environment . . . . . . . . . . . 26

Perform the upgrade in the production environment 26Upgrading Cognos BI Reporting in yourproduction environment . . . . . . . . . 27Upgrading Cognos Adaptive Analytics in yourproduction environment . . . . . . . . . 27Upgrading Cognos Adaptive Warehouse in yourproduction environment . . . . . . . . . 27

Chapter 5. Installation planning . . . . 29Release notes . . . . . . . . . . . . . . 29System requirements for Cognos AnalyticApplications . . . . . . . . . . . . . . 29Supported environments for Cognos AnalyticApplications . . . . . . . . . . . . . . 30Environment variables settings for Cognos AdaptiveWarehouse Runtime . . . . . . . . . . . 30

Setting up environment variables to use scripts inDB2 . . . . . . . . . . . . . . . . 30Setting up environment variables to use scripts inOracle . . . . . . . . . . . . . . . 31

Create a DB2 database to use as a data warehouse 32Creating a DB2 database to use as a datawarehouse on Windows . . . . . . . . . 32Creating a DB2 database to use as a datawarehouse on UNIX operating systems operatingsystems. . . . . . . . . . . . . . . 33

Chapter 6. Installation andconfiguration of Cognos BI Reporting . 35Installation of the service pack and updater . . . 35

Installing the service pack and updater onWindows . . . . . . . . . . . . . . 35Installing the service pack and updater on UNIXor Linux operating systems . . . . . . . . 36

Post-installation tasks for Cognos BI Reporting . . 37Editing the CQEConfig.xml file . . . . . . . 37Editing the qpf_config.xml file . . . . . . . 37

Chapter 7. Installation of CognosAdaptive Analytics. . . . . . . . . . 39Installing Cognos Adaptive Analytics on Windows 40Installing Cognos Adaptive Analytics on UNIX orLinux operating systems . . . . . . . . . . 41Changing the chart technology used by CognosAdaptive Analytics . . . . . . . . . . . . 43Cognos Adaptive Analytics security . . . . . . 43

Adding members to the Adaptive Analytics usersor administrators roles. . . . . . . . . . 44Setting access to Cognos Adaptive Analyticssecured functions and features . . . . . . . 44

Testing the installation and configuration of CognosAdaptive Analytics . . . . . . . . . . . . 46Removal of Cognos Adaptive Analytics . . . . . 46

Uninstalling Cognos Adaptive Analytics onWindows operating systems . . . . . . . . 46

© Copyright IBM Corp. 2006, 2011 iii

Uninstalling Cognos Adaptive Analytics onUNIX or Linux operating systems . . . . . . 46

Chapter 8. Installation of CognosAdaptive Warehouse and CognosAdaptive Warehouse Runtime . . . . . 49Installing Cognos Adaptive Warehouse on Windowsoperating systems . . . . . . . . . . . . 49Installing Cognos Adaptive Warehouse Runtime onWindows operating systems . . . . . . . . . 49Installing Cognos Adaptive Warehouse Runtime onUNIX or Linux operating systems . . . . . . . 50Configuring environment properties for CognosAdaptive Warehouse and Cognos AdaptiveWarehouse Runtime . . . . . . . . . . . 52Testing the installation and configuration of CognosAdaptive Warehouse . . . . . . . . . . . 53Removal of Cognos Adaptive Warehouse andCognos Warehouse Runtime . . . . . . . . . 53

Uninstalling Cognos Adaptive Warehouse andCognos Adaptive Warehouse Runtime onWindows operating systems . . . . . . . . 53Uninstalling Cognos Adaptive WarehouseRuntime on UNIX operating systems . . . . . 54

Chapter 9. Installation of theapplication content . . . . . . . . . 57Installing the application content files . . . . . 57Uninstalling application content files . . . . . . 57

Chapter 10. Optional - Installation ofSAP utilities for IBM Cognos WorkforcePerformance . . . . . . . . . . . . 59Installation of SAP gateway functions . . . . . 59

Installing the SAP gateway functions for SAPservers on UNIX operating systems . . . . . 59

Installing the SAP gateway functions for SAPservers on Windows . . . . . . . . . . 60

Installation of SAP content interface files . . . . 60Installing the SAP content interface files for SAPservers on UNIX operating systems . . . . . 60Installing the SAP content interface files for SAPservers on Windows . . . . . . . . . . 61

Applying the SAP gateway functions and contentinterface files . . . . . . . . . . . . . . 61Installation of the IBM Cognos compression utilityfor SAP servers . . . . . . . . . . . . . 61

Installing the IBM Cognos compression utility forSAP servers on Windows . . . . . . . . . 61Installing the IBM Cognos compression utility forSAP servers on UNIX operating systems. . . . 62

Setting access permissions for the gateway functionsand content interface files . . . . . . . . . 62

Chapter 11. Troubleshooting . . . . . 65Troubleshooting a problem . . . . . . . . . 65

Searching knowledge bases . . . . . . . . 67Getting fixes . . . . . . . . . . . . . 68Contacting IBM support . . . . . . . . . 68Exchanging information with IBM . . . . . . 69Subscribing to Support updates. . . . . . . 70

Log files . . . . . . . . . . . . . . . 71Problems with Cognos BI. . . . . . . . . . 73

Appendix. Accessibility features. . . . 75Keyboard shortcuts for the installation wizard . . . 75IBM and accessibility . . . . . . . . . . . 76

Notices . . . . . . . . . . . . . . 77

Index . . . . . . . . . . . . . . . 81

iv IBM Cognos Analytic Applications Version 10.1.0: Installation and Configuration Guide

Introduction

This document is intended for use with IBM® Cognos® Analytic Applications. Itcontains instructions for installing, configuring, adding content to, and testingCognos Analytic Applications.

Cognos Analytic Applications is a performance management solution that includesdata modeling and report authoring tools as well as business content specific to anapplication. In IBM Cognos Adaptive Warehouse, you use predefined metadata tofacilitate the extraction, transformation, and loading of application-specific datafrom an ERP source into a target data warehouse. In IBM Cognos AdaptiveAnalytics, you create, administer and publish predefined analyses that are includedwith the application-specific business content.

Audience

You should be familiar with the following.v Basic Microsoft Windows or UNIX administration tasks.v The existing server environment, enterprise resource planning systems, and the

security infrastructure in your organization.v Security issues.v Database and data warehouse concepts.v Reporting concepts.

Finding information

To find IBM Cognos product documentation on the web, including all translateddocumentation, access one of the IBM Cognos Information Centers athttp://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp. Updates toRelease Notes are published directly to Information Centers. You can also readPDF versions of the product release notes and installation guides directly fromIBM Cognos product disks.

Accessibility features

Accessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products. The installationwizard for this product has accessibility features. For more information on thesefeatures and IBM's commitment to accessibility, see the Accessibility Featuressection in this document.

Forward-looking statements

This documentation describes the current functionality of the product. Referencesto items that are not currently available may be included. No implication of anyfuture availability should be inferred. Any such references are not a commitment,promise, or legal obligation to deliver any material, code, or functionality. Thedevelopment, release, and timing of features or functionality remain at the solediscretion of IBM.

© Copyright IBM Corp. 2006, 2011 v

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vi IBM Cognos Analytic Applications Version 10.1.0: Installation and Configuration Guide

Chapter 1. What's new?

This section contains a list of new, changed, and deprecated features for thisrelease. It also contains a cumulative list of new, changed, and deprecated featuresfor previous releases.

It will help you plan your upgrade and application deployment strategies and thetraining requirements for your users.

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 Customer Center(http://www.ibm.com/software/data/support/cognos_crc.html).

What's new in version 10.1.0This section contains a list of changed and removed features for this release.

Changed features in version 10.1.0Listed below are changes to features since the last release.

Cognos Adaptive Analytics is now web-basedIBM Cognos Adaptive Analytics is now a web-based component that can belaunched from IBM Cognos Connection.

Cognos Adaptive Application Framework RuntimeIBM Cognos Adaptive Application Framework Runtime now includes only IBMCognos Adaptive Warehouse and has been renamed IBM Cognos AdaptiveWarehouse Runtime.

SAP gateway functions file locationThe location of the SAP gateway functions files has changed.

In the previous release, the installation wizard installed the SAP gateway functionsfiles in the application_content_location directory, as these files were part of theapplication content install.

In this release, the SAP gateway functions files are installed in theadaptiveWarehouse_location\transports\SAP_version directory, as they are now partof the IBM Cognos Adaptive Warehouse install.

Removed features in version 10.1.0Listed below are the features that have been removed in this release.

Supported environmentsThe following environments are no longer supported.v Sun Solaris 8v Microsoft Windows 2000v IBM AIX® 5.2v HP 11i Version 2 (11.23)v IBM DB2® UDB 8.1

© Copyright IBM Corp. 2006, 2011 1

http://www.ibm.com/software/data/support/cognos_crc.html

v Oracle 9.i

What's new in version 8.4.2This section contains a list of new, changed, and deprecated features for thisrelease.

New features in version 8.4.2Listed below are new features since the last release.

Supported environmentsThere are changes to the supported environments for Analytic Applicationsincluding new support for Novell Suse Enterprise Linux and Red Hat EnterpriseLinux. There is also support of new versions of IBM DB2, IBM AIX, and MicrosoftWindows Server.

For a list of supported environments, see the IBM Cognos Analytic ApplicationsSoftware Environments pages at http://www-01.ibm.com/support/docview.wss?rs=3677&uid=swg27016820.

Supported ERP systemsIBM Cognos 8 Analytic Applications support a variety of ERP systems.

For more information about ERP support, see the IBM Cognos AnalyticApplications Software Environments pages at http://www-01.ibm.com/support/docview.wss?rs=3677&uid=swg27016820.

Deprecated features in version 8.4.2Listed below are the features that will be deprecated in the next release.

Supported environmentsIn the next major release IBM Cognos 8 Analytic Applications will discontinuesupport of the following environments:v Sun Solaris 8v Microsoft Windows 2000v IBM AIX 5.2v HP 11i Version 2 (11.23)v IBM DB2 UDB 8.1v Oracle 9.i

What's new in version 8.4.1This section contains a list of new, changed, and deprecated features for thisrelease.

New features in version 8.4.1Listed below are new features since the last release.

Support for Microsoft Windows operating system /3GB switchIBM Cognos 8 Analytic Applications now supports the /3GB switch for MicrosoftWindows operating systems.

2 IBM Cognos Analytic Applications Version 10.1.0: Installation and Configuration Guide

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The /3GB switch may resolve problems if your computer is running low onmemory while working with very large metadata models.

For information, see the IBM Cognos BI Installation and Configuration Guide.

Changed features in version 8.4.1Listed below are changes to features since the last release.

IBM Cognos 8 Business Intelligence Reporting replaces IBMCognos 8 RuntimeIBM Cognos 8 Analytic Applications 8.4.1 provides IBM Cognos 8 BusinessIntelligence Reporting as the Web and application tier for distributing and viewingreports.

Cognos BI Reporting is similar to IBM Cognos 8 Runtime but it provides someadditional features, such as Cognos Report Studio and support for Cognos ContentDatabase as your content store.

If you have Cognos Analytic Applications 8.4.0 and are upgrading to version 8.4.1,you can continue to use the version of IBM Cognos 8 Runtime that was providedwith Cognos Analytic Applications 8.4.0. However, you may need to install aservice pack or updater for it to work with Cognos Analytic Applications 8.4.1.

What's new in version 8.4This section contains a list of new, changed, and deprecated features for thisrelease.

Support for IBM Cognos 8 Business Intelligence 8.4IBM Cognos 8 Analytic Applications now supports IBM Cognos 8 BusinessIntelligence 8.4.

For information, see the IBM Cognos 8 Analytic Applications Installation andConfiguration Guide.

Additional language supportIn addition to Japanese, German, and French, the installation documentation andthe user interface for the installation program and IBM Cognos Configuration areavailable in the following languages:v Chinese (simplified)v Chinese (traditional)v Koreanv Italianv Spanishv Portuguese (Brazilian)

During the installation you can select the language to use from the first page of theinstallation wizard. This determines the language of the user interfaces of theinstallation wizard and IBM Cognos Configuration.

Support for DB2 universal driver for content store, notification,and logging databasesDB2 introduced a universal JDBC driver that contains both type 2 and type 4 JDBCdriver support.

Chapter 1. What's new? 3

IBM Cognos 8 can connect to a DB2 content store, notification database, or loggingdatabase using either type of JDBC connectivity, but you must first copy two JARfiles to the IBM Cognos 8 installation directory. If you are upgrading, you cancontinue to use type 2 JDBC connectivity without changing the connectionproperties for the DB2 content store.

For more information, see the IBM Cognos Business Intelligence Installation andConfiguration Guide.

You must copy two JAR files to your IBM Cognos 8 installation directory.v A license file, for example db2jcc_license_cisuz.jar or db2jcc_license_cu.jarv A driver file, db2jcc.jar


DB2 on z/OS as content store, logging, or notification databaseYou can use DB2 on z/OS® as your content store, logging, or notification database.

Connection settings to DB2 on z/OS are similar to those for DB2 on Linux, UNIXand Windows operating systems. However, additional advanced settings must beconfigured.

You must run scripts to create tablespaces for storing Large Objects (LOBs).

Support for IBM Cognos 8 BI for Linux on System z®

IBM Cognos 8 Business Intelligence version 8.4 is available for Linux on System z.

After installing the required server components, you must install FrameworkManager on a Windows computer to complete a basic installation. Optional serverand Windows components are available to extend functionality.

For more information, see the Installation and Configuration Guide for Linux onSystem z .

Support for IPv6 IP addressesIBM Cognos 8 now supports two IP address protocols, IPv4 and IPv6. IPv4 uses32-bit IP addresses and IPv6 uses 128-bit IP addresses. The default is IPv4.

For IBM Cognos Configuration to accept IPv6 addresses in the local URIproperties, you must start IBM Cognos Configuration with the -ipv6 option. Youcan specify the option each time you open IBM Cognos Configuration from thecommand line.

On Windows, you can set the option permanently by adding the option to theStart menu shortcut.


Changed features in version 8.4Listed below are changes to features since the last release.


Default connection to an IBM DB2 content store replacesMicrosoft SQL ServerWhen you start Cognos Configuration for the first time, the connection to IBM DB2replaces Microsoft SQL Server for the default content store.

If you did not install IBM Cognos Content Database, and want to use anotherdatabase server for the content store, you must delete the default content store.After you uninstall, if you install into the same location as a previous release, yourconfiguration is preserved and the existing content store is used.


IBM Java Runtime Environment Replaces Sun Java RuntimeEnvironmentIBM Cognos 8 now contains the IBM version of the Java Runtime Environment(JRE) as part of Windows installations.

This replaces the Sun JRE for 32-bit Windows platforms.

The installation location remains the same. Any content encrypted with Sun JREcan be decrypted with the IBM JRE.

Multilingual support for Microsoft Analysis Services datasourcesUsers in different languages can now connect to a Microsoft Analysis Services(MSAS) 2005 data source from a single instance of IBM Cognos 8.


Support for DB2 JDBC Type 2 driver for the content store,notification, and logging databases on Linux, UNIX and Windows(db2java.zip)DB2 introduced a universal JDBC driver that contains both type 2 and type 4 JDBCdriver support.

This new universal driver replaces the deprecated type 2 driver, db2java.zip.

You can continue to use type 2 connectivity with no configuration changesrequired. If you choose to use type 4 connectivity, a configuration change isrequired.


Removed features in version 8.4Listed below are features that are removed since the last release.

Text-based user interface for installing and uninstalling on UNIXand LinuxIn earlier versions of IBM Cognos 8 Business Intelligence products, you could runa text-based, or console-mode, installation or uninstallation program on systemsthat did not have XWindows. In the current release, the text-based installation anduninstallation programs are not available. Users who install on UNIX and Linuxwithout XWindows must run an unattended installation or uninstallation.



What's new in version 8.3This section contains a list of new, changed, and deprecated features for thisrelease.

New features in version 8.3Listed below are new features since the last release.

Support for Windows VistaIBM Cognos 8 is supported on Windows Vista. With Windows Vista, Microsoftintroduced security enhancements to further protect the Program Files directory.This necessitated changes to environment variables and the directories where userprofiles are stored.


Create a DB2 database to use as a data warehouseIBM Cognos 8 Analytic Applications now provides a script that creates andconfigures a DB2 database that you can use as a data warehouse.

After you run this script, you must create a connection to the database in CognosAdaptive Warehouse, in order to use it as a data warehouse.

Changed features in version 8.3Listed below are changes to features since the last release.

SAP interface file locationThe location of the SAP interface files has changed.

In the previous release, the installation wizard installed the SAP interface files inthe application_content_location\bin directory. In the new release, the SAP interfacefiles are located in the application_content_location\applicatiotransports\sap\SAP_version\workforce_performance directory.

Deprecated features in version 8.3A deprecated feature is one that is being replaced by a newer version or a betterimplementation.

These features will be discontinued, and we will provide recommendations foradapting to these changes over multiple releases.

Listed below are deprecated features.

Configuring Content ManagerThe Create symmetric key store property could be enabled or disabled in olderversions.

It was typically set to true on the active Content Manager and false on standbyContent Managers. These settings enabled standby Content Managers to retrievethe master common symmetric key from the active Content Manager.


The Create symmetric key store property is deprecated in version 8.3 becauseContent Managers can now dynamically determine the active Content Managerand automatically retrieve the key.



Chapter 2. Overview: Installing Cognos Analytic Applications

The installation of IBM Cognos Analytics Applications consists of installing therequired components, configuring them to communicate with each other, and thentesting the installation of each component to ensure the product works.

Before you begin

To create a complete IBM Cognos Analytic Applications installation, you mustalready have IBM Cognos Business Intelligence installed, otherwise you mustinstall and configure IBM Cognos Business Intelligence Reporting, which isprovided with the Cognos Analytic Applications product. For more information,see the IBM Cognos Business Intelligence Installation and Configuration Guide.

About this task

To install IBM Cognos Analytic Applications, plan how you will install thecomponents, and then install and configure IBM Cognos Adaptive Analytics, IBMCognos Adaptive Warehouse, and IBM Cognos Analytic Applications applicationcontent (also referred to as business content).

Procedure1. Ensure that Cognos BI Reporting is installed.

If you already have Cognos BI installed in your environment, you are notrequired to install Cognos BI Reporting.If required, apply service to the Cognos BI installation by installing therequired service packs and updater kits.

Figure 1. Installation process


Some manual configuration tasks might be required.2. Plan the installation of Cognos Analytic Applications.

Ensure that your system meets the minimum software and hardwareprerequisites. Review the supported software environments, release notes, andinstallation options.Some Cognos Analytic Applications components are available for installationon 64-bit systems. If the component is available as a 64-bit installation, thedefault installation directories are different from the default installationdirectories that are used in 32-bit installations.

3. Install the required components.The following table lists the installation components and provides a briefdescription of each component.

Table 1. Cognos Analytic Applications components and a brief description of eachcomponent

Cognos Analytic Applications component Description

Cognos Business Intelligence servercomponents (existing installation) or CognosBusiness Intelligence Reporting servercomponents

Provides BI capabilities on a service-orientedarchitecture (SOA).

Cognos Adaptive Analytics Use this data modeling and reportgenerating component to create andadminister reports for business users.

Cognos Adaptive Warehouse Use this data modeling component fordesigning and populating a target datawarehouse.

It provides an interface that facilitates theextraction, transformation, and loading ofapplication-specific data from an ERP sourceinto the target data warehouse.

Cognos Adaptive Warehouse Runtime Provides updates to the warehouse that donot impact the core functions provided bythe Cognos Adaptive Warehouse modelingtool.

Cognos Analytic Applications applicationcontent (also referred to as business content)

Use the business content supplied with yourapplication to analyze your businessactivities and meet your reportingrequirements.

It applies proven business practices that arethen used with the metadata in your ERPsystem to answer key business questions.

Some configuration is required after installation to ensure that the componentscan communicate with each other.

4. Test the installation after each component that you install.Use the test feature in the configuration tool to test connectivity to resources inyour environment. You can also test the connection to the IBM Cognoscomponents from the web by typing the URL of the dispatcher and ContentManager. Also, if you can log on to access IBM Cognos Connection, yourinstallation is working.To help troubleshoot problems, test a basic installation to ensure that theproduct is working before you customize your settings.


5. Optional - Install SAP utilities for IBM Cognos Workforce Performance.

What to do next

During the lifecycle of the product, you might be required to apply service.

Chapter 2. Overview: Installing Cognos Analytic Applications 11

Chapter 3. Installation options

You can install all IBM Cognos Analytic Applications components on onecomputer or install them on different computers.

The best installation option depends on your IBM Cognos Business Intelligenceinstallation, your requirements, your system resources, and your preferences.

Cognos Analytic Applications installationsWhen you install IBM Cognos Analytic Applications, you specify where to installthe components.

Follow these guidelines when choosing an installation location for eachcomponent:__ v Install IBM Cognos Adaptive Warehouse on a Windows computer.__ v Install IBM Cognos Adaptive Warehouse Runtime on a separate computer if

you plan to use a dedicated server to perform regular updates to thedatabase.

__ v Install IBM Cognos Adaptive Analytics in the same location as IBM CognosBusiness Intelligence or IBM Cognos Business Intelligence Reporting.Install Cognos Business Intelligence Reporting if IBM Cognos BusinessIntelligence is not already installed in your environment, or the existingversion of IBM Cognos BI is incompatible with the IBM Cognos AnalyticsApplications version.

__ v Install the application content files in a location that does not have otherinstalled IBM Cognos components.

64-bit versions of Cognos Analytic Applications componentsSome IBM Cognos Analytic Application components are available for installationon 64-bit systems. The default installation directories for 64-bit installations aredifferent from the default installation directories for 32-bit installations.

Whether you are installing all server components together on a single server or onmultiple servers, 32-bit and 64-bit components must be in separate directories.

The following table shows the installation type for each component and theinstallation location requirements.

Table 2. Installation components, installation types, and location requirements

IBM Cognos Component 64-bit 32-bit

IBM Cognos Business Intelligence servercomponents (existing installation)

v Content Manager

v Gateway

v Application tier

yes yes


Table 2. Installation components, installation types, and location requirements (continued)

IBM Cognos Component 64-bit 32-bit

IBM Cognos Adaptive Analytics

v Application tier

v Gateway

v Presentation tier

yes

Install in the samelocation as the IBMCognos BusinessIntelligence servercomponents.

yes

Install in the samelocation as the IBMCognos BusinessIntelligence servercomponents.

IBM Cognos Adaptive Warehouse no yes

IBM Cognos Adaptive Warehouse Runtime no yes

IBM Cognos Analytic Applicationsapplication content (also referred to asbusiness content)

no yes

Install in a differentlocation than otherIBM Cognos AnalyticApplicationcomponents.

All components on one computerYou can install IBM Cognos Business Intelligence Reporting, IBM Cognos AdaptiveWarehouse, IBM Cognos Adaptive Analytics, and the application content files onone computer. Choose this option when setting up a demonstration orproof-of-concept environment, or in a production environment where the volumeof data to be handled is small.

Note: The Cognos BI server will run multiple processes for multiple user sessionsto retrieve data. Also, daily database updates and data loads will be executed,which could take significant time and resources for large volumes of data.

Install Cognos BI Reporting, followed by IBM Cognos Adaptive Warehouse andIBM Cognos Adaptive Analytics, and then the application content files, keeping inmind the following facts:v If a compatible version of Cognos BI is already installed in your environment,

the Cognos BI Reporting components are already available and it is notnecessary to install them.

v You can install Cognos Adaptive Warehouse in the same folder as Cognos BIReporting or in a different folder.

v You must install Cognos Adaptive Analytics in the same folder as Cognos BIReporting.

v You must install the application content files in a different folder than CognosAdaptive Warehouse, Cognos Adaptive Analytics, and Cognos BI.

v Because the gateway must be located with the Web server, the computer must berunning a Web server.

The following diagram shows a single computer installation.


Related tasks

“Installing Cognos Adaptive Warehouse Runtime on Windows operating systems”on page 49Optionally, you can install IBM Cognos Adaptive Warehouse Runtime on aWindows computer that is separate from IBM Cognos Adaptive Warehouse. Thisensures that updates to the warehouse are done by Cognos Adaptive WarehouseRuntime and that the updates do not impact the core functions provided by themodeling tool.“Installing Cognos Adaptive Warehouse Runtime on UNIX or Linux operatingsystems” on page 50To install IBM Cognos Adaptive Warehouse Runtime, complete the following steps.

Cognos Adaptive Warehouse and Cognos BI Reporting on differentcomputers

You can distribute the installation so that IBM Cognos Business IntelligenceReporting is installed on one computer, and IBM Cognos Adaptive Warehouse isinstalled on a different computer. IBM Cognos Adaptive Analytics must beinstalled in the same directory as Cognos BI Reporting.

Note: If a compatible version of Cognos BI is already installed in yourenvironment, the Cognos BI Reporting components are already available and it isnot necessary to install them.

You then install Cognos Adaptive Analytics in the same directory as Cognos BIReporting, and install Cognos Adaptive Warehouse on a different computer.

The files that you require for installation depend on the type of environment youare setting up.v Scripts used to update database (script-based environment)

If your production environment is script-based and uses a UNIX, Linux, orWindows server to schedule regular updates to the database, install CognosAdaptive Warehouse Runtime on your UNIX, Linux, or Windows server.To design and populate the target data warehouse, you must also install CognosAdaptive Warehouse on a Windows computer.The following diagram shows an installation where Cognos Adaptive Warehouseis installed on a Windows computer and Cognos Adaptive Warehouse Runtimeis installed on computer that is separate from the other installation components.

Figure 2. Single computer installation

Chapter 3. Installation options 15

v Scripts not used (user interface environment)If scripts are not used to update the database, install Cognos AdaptiveWarehouse on a Windows computer.The following diagram shows an installation where Cognos Adaptive Warehouseis installed on a Windows computer that is separate from the other installationcomponents.

You must install Cognos Adaptive Analytics in the same directory as Cognos BIReporting.

Figure 3. Installation of Cognos Adaptive Warehouse and Cognos BI Reporting on separatecomputers

Figure 4. Installation of Cognos Adaptive Warehouse separate from other components


You must also install the application content files. These files must be installed in adifferent directory than all the other components.Related tasks

“Installing Cognos Adaptive Warehouse Runtime on Windows operating systems”on page 49Optionally, you can install IBM Cognos Adaptive Warehouse Runtime on aWindows computer that is separate from IBM Cognos Adaptive Warehouse. Thisensures that updates to the warehouse are done by Cognos Adaptive WarehouseRuntime and that the updates do not impact the core functions provided by themodeling tool.“Installing Cognos Adaptive Warehouse Runtime on UNIX or Linux operatingsystems” on page 50To install IBM Cognos Adaptive Warehouse Runtime, complete the following steps.

All Cognos BI Reporting components on one computerYou can install all the IBM Cognos Business Intelligence components on onecomputer. Choose this option for proof-of-concept or demonstration environmentswhere the user load is small.

Because the gateway must be located with the Web server, the single computermust also be running a web server.

The IBM Cognos Business Intelligence gateway and the IBM Cognos AdaptiveAnalytics gateway provide 32-bit libraries, whether you install on a 64-bit server ora 32-bit server. Some web servers, such as the Apache web server, cannot load a32-bit compiled library in a 64-bit compiled server. In that situation, install the32-bit version of the gateways on a 32-bit web server.

Cognos BI Reporting components on different computersWhen you install IBM Cognos Business Intelligence Reporting, you specify whereto install the gateway, application tier components, and Content Manager. Youmust install IBM Cognos Adaptive Analytics, which includes a gateway,presentation tier, and application tier, in the same location as a Cognos BIReporting component. You must install the Cognos Adaptive Analyticspresentation tier on each computer where IBM Cognos BI application tiercomponent is installed. You must install Cognos Adaptive Analytics applicationtier on only one computer in a distributed environment.

Note: If a compatible version of IBM Cognos Business Intelligence is alreadyinstalled in your environment, the Cognos BI Reporting components are alreadyavailable and it is not necessary to install them.

You can install Cognos BI Reporting using one of these options:v Install the gateway on a different computer.

In this option, the gateway and web server are on one computer, and theremaining IBM Cognos components are on other computers. Choose this optionif you have existing web servers available to handle IBM Cognos componentrequests.In this option, you install the Cognos Adaptive Analytics gateway on the samecomputer and directory as the Cognos BI gateway.

v Install the application tier components and Content Manager on differentcomputers.


Choose this option to maximize performance, availability, capacity, or securitybased on the processing characteristics of your organization.In this option, you install the Cognos Adaptive Analytics presentation tiercomponent in the same location as the Cognos BI application tier components,and you would most likely install the Cognos Adaptive Analytics applicationtier in the same location as Content Manager.

Configuration requirements

After installing Cognos BI Reporting, you must configure the components tocommunicate with each other.


Gateways on different computersYou can install the IBM Cognos Business Intelligence and the IBM CognosAdaptive Analytics gateways on a web server computer, and install the remainingcomponents on other computers.

If you install only the gateway components on the web server computer, your webserver manages the core web services and does not process user requests. Thisseparation of processing might be required if you have a network firewall betweenthe web server and your Cognos BI server computers, as shown in the followingdiagram.

Figure 5. Installation of gateways on a separate computer


If you separate the gateway components from other IBM Cognos components,ensure that you install the Cognos Adaptive Analytics gateway in the samelocation as the Cognos BI gateway.

Application tier components and Content Manager on differentcomputers

To improve performance, availability, and capacity, you can install the IBM CognosBusiness Intelligence application tier components and Content Manager ondifferent computers.

The Cognos Adaptive Analytics presentation tier must be installed on everycomputer that has a Cognos BI component. Failure to install a presentation tier onall Cognos BI servers will result in errors.

The Cognos Adaptive Analytics application tier must be installed on one, and onlyone, computer. Installing the application tier on more than one server will result inerrors and could have performance implications.

Cognos Adaptive Analytics components on Cognos BIapplication tier and Content Manager computers

The following diagram shows the installation components for Cognos AdaptiveAnalytics when Content Manager and the Cognos BI application tier componentsare installed on separate computers. The Cognos Adaptive Analytics applicationtier is located with Content Manager.

Figure 6. Distributed installation of Cognos Adaptive Analytics components


More than one Content ManagerYou can install multiple instances of Content Manager, although only one is activeat any time. The other instances each act as a standby.

For failover support, install Content Manager on two or more computers.

Content Manager stores the data that IBM Cognos Analytic Applications needs tooperate as well as connection information for data sources, information about theexternal namespace, and the IBM Cognos namespace. The content store is arelational database management system (RDBMS). There is only one content storefor each IBM Cognos installation.

You may choose to install Content Manager separately from the application tiercomponents.

When an active Content Manager fails, unsaved session data is lost. When the newactive Content Manager takes over, users may be prompted to log on.


Chapter 4. Upgrade of Cognos Analytic Applications

New versions of IBM Cognos Analytic Applications provide enhancements thatmay affect many components, such as product features and functionality,performance and scalability, and usability. Because of these improvements,upgrading may not be simple, and should be considered a process that youperform in stages.

You should treat upgrading as an IT project that requires careful planning,adequate time, and skilled resources.

To upgrade Cognos Analytic Applications, you must perform the following tasks.v Plan the upgrade.v Perform the upgrade in a trial environment.v Perform the upgrade in the production environment.

Note: The trial upgrade and the production upgrade should be completelyseparate. No files should be copied over from one to the other.

First in your trial environment, then in your production environment, you willneed to:__ v Upgrade IBM Cognos Business Intelligence Reporting.__ v Upgrade IBM Cognos Adaptive Analytics.__ v Upgrade IBM Cognos Adaptive Warehouse.__ v Upgrade your warehouse content. For more information, see the IBM Cognos

Adaptive Warehouse User Guide.__ v Upgrade your analytic content. For more information, see the IBM Cognos

Adaptive Analytics User Guide.__ v Publish, review, and test the content. For more information, see the IBM

Cognos Adaptive Analytics User Guide.__ v After upgrading, the content should be verified, changes understood, and an

evaluation should be done of what changes need to be implemented to getthe most of the newly upgraded content. For more information, see the IBMCognos Adaptive Warehouse User Guide and the IBM Cognos AdaptiveAnalytics User Guide.

The following diagram shows which task is performed from which component. Forexample, upgrading your analytic content is done from Cognos AdaptiveAnalytics. First perform all these tasks in your trial environment, then, when youare confident of a successful upgrade, repeat the same tasks in your productionenvironment.


Plan the upgradePlan your upgrade so that you know what to expect at each stage of the process.

In the planning stage, you can review the upgrade documentation for informationabout expected behavior, new features, deprecated features, compatibility betweenversions, and requirements for preparing your production environment. When youfinish the review, you can then conduct a site survey to identify the infrastructure,reports, and custom configuration settings.

Use the following checklist to guide you through the planning process.__ v Review the documentation.__ v Assess applications in the existing environment.__ v Back up your existing analytic content.

Review the documentationVarious documents are provided to help you achieve a successful upgrade.

In this guide, read the following sections.__ v “What's new in version 10.1.0” on page 1.__ v Chapter 5, “Installation planning,” on page 29.__ v Chapter 4, “Upgrade of Cognos Analytic Applications,” on page 21.

Also read the latest versions of the following documentation.__ v The Release Notes specific to your application.__ v The user guide specific to your application.__ v The IBM Cognos Adaptive Warehouse User Guide.__ v The IBM Cognos Adaptive Analytics User Guide.

Assess applications in the existing environmentPreparing to upgrade provides an opportunity to review your current investmentand to clean up your existing environment. Inventory your applications tounderstand the strengths, weaknesses, and areas for improvement in yourenvironment.

Figure 7. Sequence of tasks performed during the upgrade process


For example, you may have hundreds of reports, packages, public folders, andapplications in your environment. However, it is not uncommon to find that anumber of applications are not used, or no longer meet the company'srequirements, or do not work in the existing environment.

Conduct an audit of your applications content to determine what should beupgraded. Assessing and reducing the number of objects is a useful exercise. Donot rely only on user feedback to determine which content is used.

An audit of your existing applications may include the following.v Review the lists of content that has changed since the last release to determine

which objects to upgrade. For more information, see the user guide for yourapplication.

v Do a site survey.A survey will help you to assess the current production environment andidentify areas that require attention during an upgrade. The site survey shouldinclude information about the infrastructure, applications, users, andconfiguration settings for your IBM Cognos products.

v Assess the software that you use in your reporting application by doing thefollowing.– List software, such as operating systems, web servers, security, databases, and

so on.– Compare the list to the supported versions for your target upgrade version,

available from the IBM Customer Center (http://www-01.ibm.com/software/data/cognos/customercenter/).

– Determine whether any other components require updating.v List your applications, including the following.

– IBM Cognos Adaptive Warehouse models and packages.– IBM Cognos Adaptive Analytics reports.

v Complete a detailed assessment of your applications.The usage, age, size, and complexity of your applications are important factorsto consider when planning the upgrade. The total size of the applications mayhave an impact on the time required to complete the upgrade.

v List all the reports contained in your application and complete the followingtasks.– Interview the team members to see which content is needed and used, and

which can be eliminated. Use audit report data to determine report usage.Upgrade only the reports that work and that users need and use. Thisreduces the number of applications that you must upgrade.For more information about audit reports, see the IBM Cognos BusinessIntelligence Administration and Security Guide.

– Flag loads and reports that fail to run or validate in the current environment.They are unlikely to upgrade successfully. Repair these reports so that theyupgrade.

v List the following information about your configuration.– Configuration settings that you enabled using IBM Cognos Configuration.

These settings are preserved through the upgrade. They are stored incogstartup.xml and coglocale.xml.

– Changes to other configuration files.

Chapter 4. Upgrade of Cognos Analytic Applications 23

http://www-01.ibm.com/software/data/cognos/customercenter/


Changes to other files must be made manually during the upgrade. If youchanged other configuration files, you must assess the changes that you wantto preserve in the upgraded environment. This may include .xml, .txt, and .cssfiles in the configuration, templates, webapps, and webcontent directories ofthe installation location.

Note: Changes to .ini files are not supported. If you changed .ini files, contactCustomer Support.


Back up your existing analytic contentBefore you upgrade your environment, back up your existing target datawarehouses and any configuration files you have customized.

For information about backing up databases, refer to your database documentation.

Perform the upgrade in a trial environmentTrial upgrade projects are valuable exercises because they ensure that the upgradeproduces the expected and required outcome.

If unexpected results occur, you can determine whether the differences areenhancements for your situation or whether you should take action to mitigate thedifferences.

Perform a trial upgrade several weeks before upgrading your production system.The trial upgrade identifies components that will upgrade with minimal effort andcomponents that may require additional actions before or after the upgrade.

Ensure that skilled resources are available to perform migration work, especiallyfor mission-critical applications. Also, test and debug all applications prior todeployment.

In your trial environment, complete the following tasks.__ v Restore the database that you backed up from your production environment.__ v Install the new software. For more information, see:

– “Upgrading Cognos BI Reporting in your trial environment” on page 25.Version 10.1.0 FP1 or later, or version 8.4.1 FP3 or later, are recommended.

– “Upgrading Cognos Adaptive Analytics in your trial environment” onpage 25

– “Upgrading Cognos Adaptive Warehouse in your trial environment” onpage 26

__ v Configure the trial environment to match your production environment.For more information, see “Post-installation tasks for Cognos BI Reporting”on page 37 and “Configuring environment properties for Cognos AdaptiveWarehouse and Cognos Adaptive Warehouse Runtime” on page 52

__ v Upgrade the Cognos Adaptive Warehouse content.– Open a Cognos Adaptive Warehouse project. This action will automatically

upgrade the project.– Run load management.– Publish the packages.


Depending on your content, some additional steps may be required tocomplete the upgrade. For more information, see the user guide for yourapplication and the IBM Cognos Adaptive Warehouse User Guide.

__ v Upgrade the Cognos Adaptive Analytics content.– Open a Cognos Adaptive Analytics project. This action will automatically

upgrade the project.– Create and deploy a deployment archive.Depending on your content, some additional steps may be required tocomplete the upgrade. For more information, see the user guide for yourapplication and the IBM Cognos Adaptive Analytics User Guide.

__ v Deploy and verify your models and reports– In IBM Cognos Connection, publish the reports from the deployment

archive.– In IBM Cognos Connection, also test the reports from the consumer

Adaptive Analytics portal tab.– Review the applicable reports, areas of analysis, information pack, and also

note whether each report ran successfully.– In Cognos Adaptive Warehouse, repair or exclude models that do not

operate correctly.– In Cognos Adaptive Analytics, repair or exclude reports that do not

operate correctly.– Test the repaired models and reports by running them again.

Troubleshoot any issues and contact IBM Cognos Software Support aboutunresolved upgrade issues.

– Revise your upgrade plan to include adaptations that you made during thetrial upgrade.

Upgrading Cognos BI Reporting in your trial environmentTo upgrade IBM Cognos Business Intelligence Reporting in your trial environment,see the IBM Cognos Business Intelligence Installation and Configuration Guide.

What to do next

Upgrade Cognos Adaptive Analytics in your trial environment.

Upgrading Cognos Adaptive Analytics in your trialenvironment

To upgrade IBM Cognos Adaptive Analytics in your trial environment, completethe following step.

Procedure

Install Cognos Adaptive Analytics.For more information, see Chapter 7, “Installation of Cognos Adaptive Analytics,”on page 39.

What to do next

Upgrade Cognos Adaptive Warehouse in your trial environment.


Upgrading Cognos Adaptive Warehouse in your trialenvironment

To upgrade IBM Cognos Adaptive Warehouse in your trial environment, completethe following steps.

Procedure1. Install Cognos Adaptive Warehouse.

For more information, see Chapter 8, “Installation of Cognos AdaptiveWarehouse and Cognos Adaptive Warehouse Runtime,” on page 49.

2. For files that you manually edited, edit the new versions of these files in theapps_location directory and reapply the changes that you made to the originalcustomized files.Do not copy the earlier versions of the files to the apps_location directories.They may not be compatible.

3. In IBM Cognos Configuration, configure new ports and URLs, use a differentcookie path, and then save the configuration.Ensure that the port numbers and service name for this installation are differentfrom those used for earlier versions so that there are no conflicts.Ensure that security authentication settings are not changed. For example, thenamespaces must be the same for policies, users, roles, and groups for securityauthentication to work correctly.For more information, see “Configuring environment properties for CognosAdaptive Warehouse and Cognos Adaptive Warehouse Runtime” on page 52.

What to do next

Upgrade your Cognos Adaptive Warehouse content. For more information, see theIBM Cognos Adaptive Warehouse User Guide.

Upgrade your Cognos Adaptive Analytics content. For more information, see theIBM Cognos Adaptive Analytics User Guide.

Perform the upgrade in the production environmentWhen all the issues that you discovered during the trial upgrade are resolved, youare ready to perform the upgrade in your production environment.

Use the following checklist to guide you through the process. The upgrade planyou prepared during the trial upgrade will provide the details for each step.__ v Back up the database and configuration files.

You may have modified files other than those in the configuration folder. Ifso, you should also back up these files before upgrading.When you back up the configuration data, store it in a secure directory. Youmust protect the directory from unauthorized access.

__ v Upgrade your software.You do this by first uninstalling the old version, and then installing andconfiguring the new version. For more information, see:– “Upgrading Cognos BI Reporting in your production environment” on

page 27– “Upgrading Cognos Adaptive Analytics in your production environment”

on page 27


– “Upgrading Cognos Adaptive Warehouse in your production environment”__ v Upgrade your warehouse content. For more information, see the IBM Cognos

Adaptive Warehouse User Guide.__ v Upgrade your analytic content. For more information, see the IBM Cognos

Adaptive Analytics User Guide.__ v Run load management. For more information, see the IBM Cognos Adaptive

Warehouse User Guide.__ v Deploy and verify your reports. For more information, see the IBM Cognos

Adaptive Analytics User Guide.

Upgrading Cognos BI Reporting in your productionenvironment

To upgrade IBM Cognos Business Intelligence Reporting in your productionenvironment, see the IBM Cognos Business Intelligence Installation andConfiguration Guide.

What to do next

Upgrade Cognos Adaptive Analytics in your production environment.

Upgrading Cognos Adaptive Analytics in your productionenvironment

To upgrade IBM Cognos Adaptive Analytics in your production environment,complete the following steps.

Procedure1. Uninstall the previous version of Cognos Adaptive Analytics from all

computers.For more information, see “Removal of Cognos Adaptive Analytics” on page46.

2. Install Cognos Adaptive Analytics.For more information, see Chapter 7, “Installation of Cognos AdaptiveAnalytics,” on page 39.

What to do next

Upgrade Cognos Adaptive Warehouse in your production environment.

Upgrading Cognos Adaptive Warehouse in your productionenvironment

To upgrade IBM Cognos Adaptive Warehouse in your production environment,complete the following steps.

Procedure1. Back up your warehouse content.2. Uninstall the previous version of Cognos Adaptive Warehouse from all

computers.For more information, see “Removal of Cognos Adaptive Warehouse andCognos Warehouse Runtime” on page 53.

3. Install Cognos Adaptive Warehouse.


For more information, see Chapter 8, “Installation of Cognos AdaptiveWarehouse and Cognos Adaptive Warehouse Runtime,” on page 49.

4. For files that you manually edited, edit the new versions of these files in theapps_location directory and reapply the changes that you made to the originalcustomized files.Do not copy the earlier versions of the files to the apps_location directories.They may not be compatible.

5. In IBM Cognos Configuration, configure new ports and URLs, use a differentcookie path, and then save the configuration.Ensure that the port numbers and service name for this installation are differentfrom those used for earlier versions so that there are no conflicts.Ensure that security authentication settings are not changed. For example, thenamespaces must be the same for policies, users, roles, and groups for securityauthentication to work correctly.For more information, see “Configuring environment properties for CognosAdaptive Warehouse and Cognos Adaptive Warehouse Runtime” on page 52.

What to do next

Upgrade your Cognos Adaptive Warehouse content. For more information, see theIBM Cognos Adaptive Warehouse User Guide.

Upgrade your Cognos Adaptive Analytics content. For more information, see theIBM Cognos Adaptive Analytics User Guide.


Chapter 5. Installation planning

Before you install IBM Cognos Analytic Applications, review the release notes,system requirements, and supported environments. Also, set the variables for yourenvironment, and create a database to use as a data warehouse.

Release notesBefore you install IBM Cognos Analytic Applications, it is important to be aware ofall issues that may affect your installation strategy.

There may be late-breaking issues that were not known when this installationguide was created.

Review the release notes before you install your product.

The release notes are available from the first and last pages of the installationwizard for IBM Cognos Business Intelligence Reporting and IBM Cognos AdaptiveAnalytics, or from the product disc or download location.

Business content related release notes are available from the business content discor download location.

System requirements for Cognos Analytic ApplicationsBefore you install IBM Cognos Analytic Applications, review the minimumhardware and prerequisite software requirements. Additional resources might berequired for larger environments.

The following table lists the minimum hardware and software requirements to runCognos Analytic Applications. Additional requirements for IBM Cognos BusinessIntelligence Reporting are documented in the IBM Cognos Business IntelligenceInstallation and Configuration Guide.

Table 3. Minimum hardware and software requirements

Requirement Specification

Operating system Windows

UNIX operating systems

Linux

RAM Minimum 2 GB

disc space Minimum 1 GB of free space on the drivethat contains the temporary directory usedby IBM Cognos components.


Table 3. Minimum hardware and software requirements (continued)

Requirement Specification

DatabaseOne of the following databases available tostore Cognos Adaptive Warehouse data:

v Oracle

v DB2

v Microsoft SQL Server

Use a Unicode character set, and ifapplicable, ensure the same character set isused on both the database client and thedatabase server.

If you are installing Cognos Analytic Applications for use with SAP contentapplication files, you must also ensure that you have an SAP Runtime Clientinstalled. Cognos Analytic Applications uses the SAP Runtime Client tocommunicate with the SAP server environment.

The SAP Runtime Client is typically installed during the SAP GUI clientinstallation. Contact your SAP system administrator to confirm that the SAPRuntime Client is installed.

Supported environments for Cognos Analytic ApplicationsBefore you install IBM Cognos Analytic Applications, ensure that yourenvironment meets the requirements.

To review an up-to-date list of supported software environments, such as operatingsystems, patches, browsers, web servers, and database servers, visit the IBMCognos Customer Center (http://www-01.ibm.com/software/data/cognos/customercenter/).

Environment variables settings for Cognos Adaptive WarehouseRuntime

For IBM Cognos Adaptive Warehouse Runtime, you must specify environmentvariables before you can use a DB2 or Oracle database in a scripting environment.

The proper syntax for creating environment variables is shell dependent.

Setting up environment variables to use scripts in DB2Set the database variables by running the environment setup scripts included withthe DB2 installation.

Before you begin

Contact your database or network administrator for the correct values for yoursystem.




Procedure

For Bourne or Korn shells, run the following command or add it to the .profilescript:DB2_installation_path/db2profile

Setting up environment variables to use scripts in OracleSet and export the database environment variables for the script user before youstart the IBM Cognos Business Intelligence processes.

IBM Cognos Adaptive Warehouse Runtime uses these database variables toconnect to your database.

One way to set these environment variables is to include these commands in the.profile or .login script of the user who starts the Cognos BI processes.

Before you begin

Contact your database or network administrator for the correct values for yoursystem.

Procedure

When you set the load library paths, ensure that the 32-bit Oracle libraries are inthe library search path, which is usually the $ORACLE_HOME/lib directory or the$ORACLE_HOME/lib32 directory if you installed a 64-bit Oracle client.The following table describes environment variables for Oracle databases.

Table 4. Environment variables for Oracle databases

Environment variable Description

ORACLE_HOME The top level directory that contains thedatabase client software or the entiredatabase installation.

Example: /usr/oracle

You may be able to use an Oracle script tocreate the environment variables. For moreinformation, see the Oracle documentation.

Example: /usr/local/bin/coraenv

TNS_ADMIN The directory that contains the Oracletnsnames.ora file, which allows calls to theOracle database to determine the requiredserver connections.

Example:

$ORACLE_HOME/network/admin

PATH The variable to locate executable files.

Example:

$PATH:$ORACLE_HOME/bin

Chapter 5. Installation planning 31

Table 4. Environment variables for Oracle databases (continued)

Environment variable Description

On Solaris:

LD_LIBRARY_ PATH

The load library path on Solaris.

Examples:

LD_LIBRARY_PATH=$ORACLE_HOME/lib:$LD_LIBRARY_PATH

LD_LIBRARY_PATH=$ORACLE_HOME/lib32:$LD_LIBRARY_PATH

On AIX:

LIBPATH

The load library path on AIX.

Examples:

LIBPATH=$ORACLE_HOME/ lib:$LIBPATH

LIBPATH=$ORACLE_HOME/ lib32:$LIBPATH

On HP-UX:

SHLIB_PATH

The load library path on HP-UX.

Examples:

SHLIB_PATH=$ORACLE_HOME/ lib:$SHLIB_PATH

SHLIB_PATH=$ORACLE_HOME/lib32:$SHLIB_PATH

Create a DB2 database to use as a data warehouseYou can create a database in DB2 by using a script.

The script is located in the adaptiveWarehouse_location\pw\scripts directory.

You must run this script from a DB2 account that has the privileges required toaccess and write to the database. This script will create and configure a databasethat you can use as your data warehouse.

Note: The script creates the database in the first DB2 instance in your path. If youhave more than one DB2 instance, ensure that the DB2 instance in which you wantto create the database is the first in the path.

Creating a DB2 database to use as a data warehouse onWindows

You can create a DB2 database to use as a data warehouse on Windows by runningscripts.

Procedure1. From adaptiveWarehouse_location\pw\scripts, copy the aaf_create_dw.bat file

to your DB2 server.2. On the DB2 server, log on to a DB2 account that has the required privileges.3. In a command line utility, type:

aaf_create_dw.bat db_name drive


where db_name is the name of the database that will be created, and drive is thedrive on which the database objects will be created.

What to do next

After you run the script, you must create a connection to the database in IBMCognos Adaptive Warehouse before you can use it as a data warehouse.

Creating a DB2 database to use as a data warehouse on UNIXoperating systems operating systems

You can create a DB2 database to use as a data warehouse on UNIX operatingsystems by running script.

Procedure1. From adaptiveWarehouse_location\pw\scripts, copy the aaf_create_dw.sh

file to your DB2 server.2. On the DB2 server, log on to a DB2 account that has the required privileges.3. In a command line utility, type:

./aaf_create_dw.sh db_name path

where db_name is the name of the database that will be created, and drive is thedrive on which the database objects will be created.

What to do next

After you run the script, you must create a connection to the database in IBMCognos Adaptive Warehouse before you can use it as a data warehouse.

Chapter 5. Installation planning 33

Chapter 6. Installation and configuration of Cognos BIReporting

Before you install IBM Cognos Analytic Applications, IBM Cognos BusinessIntelligence must already be installed, or you must install IBM Cognos BusinessIntelligence Reporting.

For information about installing Cognos BI Reporting, see the IBM CognosBusiness Intelligence Installation and Configuration Guide.

Installation of the service pack and updaterYou might need to install a service pack and updater on all IBM Cognos BusinessIntelligence Reporting servers before you install IBM Cognos AnalyticApplications.

The service pack must be installed before the updater.

If they are required, service packs and updaters are provided on your product discor at your download location.

Note: The service pack and updater are not standalone installations. They must beinstalled on computers that have IBM Cognos BI Server version 8.4.27.78 or higherinstalled. To check your version, open the component list file atcognosBI_location\cognos\c8\cmplst.txt and check the line that starts withCRNSRVR_version=.

Before you install the service pack, create a backup of the content store database.As part of the installation process, the issetup.exe program will prompt you toallow the service pack to create a backup copy in the installation folder prior tocopying any new files. In addition, back up any customized files from the currentinstallation.

Installing the service pack and updater on WindowsIf they are required, service packs and updaters are provided on your product discor at your download location.

Procedure1. In IBM Cognos Configuration for IBM Cognos Business Intelligence Reporting,

stop the Cognos BI services if they are running.2. Back up the content store database.3. If your Cognos BI Reporting environment is customized, back up the entire

Cognos BI location.4. Insert the disc for the service pack, or go to the location where the installation

files are downloaded, and double-click the issetup.exe file.5. Follow the directions in the installation wizard, installing in the same location

as your existing IBM Cognos BI Reporting installation.6. Insert the disc for the updater, or go to the location where the installation files

are downloaded, and double-click the issetup.exe file.


7. Follow the directions in the installation wizard, installing in the same locationas your existing Cognos BI Reporting installation.

8. In IBM Cognos Configuration for Cognos BI Reporting, save the configurationand then start the Cognos BI services.

What to do next

If you have a distributed environment, repeat these steps for all remainingCognos BI servers.

Installing the service pack and updater on UNIX or Linuxoperating systems

If they are required, service packs and updaters are provided on your product discor at your download location.

Procedure1. In IBM Cognos Configuration for IBM Cognos Business Intelligence

Reporting, stop the Cognos BI services if they are running.2. Back up the content store database.3. If your Cognos BI Reporting environment is customized, back up the entire

Cognos BI location.4. Mount the service pack disc that is appropriate for your operating system

using Rock Ridge file extensions. For example, to mount the IBM Cognos discon HP-UX, do the following:a. Add the pfs_mount directory in your path.

For example,PATH=/usr/sbin/:$PATH

export PATH

b. To start the required NFS daemons and run the daemons in thebackground, type bg pfs_mountd and then type bg pfsd

c. To mount the drive, type pfs_mount -t rrip <device><mount_dir> -oxlat=unix

For example,pfs_mount /dev/dsk/c0t2d0 /cdrom -o xlat=unix

You can now install or copy files as a non-root user using an IBM Cognosdisc from this drive.

d. When the installation is complete, type pfs_umount /cdrom and kill thepfsd and pfs_mountd daemons to unmount the disc.

5. To install the service pack, type the following command:./issetup

6. Follow the directions in the installation wizard to install to the same locationas your existing IBM Cognos BI installation.

7. Mount the updater disc that is appropriate for your operating system, usingRock Ridge file extensions.Important: To mount the disc on HP-UX, follow the instructions in step 4.

8. To install the updater, type the following command:./issetup

9. Follow the directions in the installation wizard to install to the same locationas your existing IBM Cognos BI installation.


10. In IBM Cognos Configuration for Cognos BI Reporting, start the IBMCognos BI services. The services must be started in order. For example, youmust start the services in the Content Manager installations first.

What to do next

If you have a distributed environment, repeat these steps for all remainingCognos BI servers.

Post-installation tasks for Cognos BI ReportingTo ensure that IBM Cognos Adaptive Analytics can operate, some tasks arerequired after you have installed, configured, started, and tested IBM CognosBusiness Intelligence Reporting.

Editing the CQEConfig.xml fileWhen you install or upgrade IBM Cognos Business Intelligence Reporting or IBMCognos Adaptive Analytics, you must edit the CQEConfig.xml file.

Procedure1. Open the CQEConfig.xml file and edit the QueryEngine section.

v Change the macro nesting level from 5 to 20.<entry name="MacroNesting" value="20"/>

v Add the following line:<entry name="RemoveUnwantedIDFromUnwindPath" value="1"/>

2. Edit the Transformations section.v Enable MultiFactForReport by setting its value to 1.

<entry name="MultiFactForReport" value=1/>

v Add the following entry:





<entry name="GenerateSubqueryForLLSofSAD" value="1"/>



















3. Restart the IBM Cognos Business Intelligence services.

Editing the qpf_config.xml fileWhen you install or upgrade IBM Cognos Business Intelligence Reporting or IBMCognos Adaptive Analytics, you must edit the qpf_config.xml file.

Chapter 6. Installation and configuration of Cognos BI Reporting 37

Procedure1. Open the qpf_config.xml file and edit the providerDetails section.

v Under the linedisableCubeSizeSlicerOptimization value="false"/>

add the line:enableCubeSizeOptimization value="false"/>

2. Restart the IBM Cognos Business Intelligence services.


Chapter 7. Installation of Cognos Adaptive Analytics

IBM Cognos Adaptive Analytics is the web-based data modeling and reportgenerating component of IBM Cognos Analytic Applications. It must be installed inthe same location as IBM Cognos Business Intelligence Reporting.

64-bit Cognos Adaptive Analytics installations

Cognos Adaptive Analytics is available in both 32-bit and 64-bit installations.Because Cognos Adaptive Analytics must be installed in the same directory as IBMCognos Business Intelligence Reporting, you must use compatible installations forthe components. For example, if you install Cognos BI Reporting on a 64-bitsystem, you must install Cognos Adaptive Analytics on the 64-bit system, and inthe same directory.

Cognos Adaptive Analytics components

You can install all Adaptive Analytics components together in one location, or youcan install each component separately. However, you must install the CognosAdaptive Analytics components in the same directory as the Cognos BI Reportingcomponents.

Cognos Adaptive Analytics consists of the following components:v Gateway

Web communication is typically through gateways, which reside on one or moreweb servers. A gateway is an extension of a web server program that transfersinformation from the web server to another server.

v Presentation tierThe presentation tier provides display, navigation, and administrationcapabilities for Cognos Adaptive Analytics. This component must be installed oneach computer where IBM Cognos BI application tier components are installed.

v Application tierThe application tier controls the functionality of Cognos Adaptive Analytics byperforming the processing of commands. You must install only one instance ofthis component.

Cognos Adaptive Analytics capabilities and predefined roles inIBM Cognos Administration

Administrators control access to different administration tasks and differentfunctional areas of the user interface in IBM Cognos products. After you installCognos Adaptive Analytics, the Adaptive Analytics secured function controlsaccess to the reports packaged using Cognos Adaptive Analytics.

After you install Cognos Adaptive Analytics, two predefined roles are created. Asshown in the following table, each of the roles has a specific set of accesspermissions, and can be used to secure Cognos Adaptive Analytics.


Table 5. Predefined roles for Cognos Adaptive Analytics

Role Description

Adaptive Analytics Administrators Members can administer reports packagedusing Adaptive Analytics

Adaptive Analytics Users Members can use reports packaged usingAdaptive Analytics.

Related concepts

“64-bit versions of Cognos Analytic Applications components” on page 13Some IBM Cognos Analytic Application components are available for installationon 64-bit systems. The default installation directories for 64-bit installations aredifferent from the default installation directories for 32-bit installations.

Installing Cognos Adaptive Analytics on WindowsIBM Cognos Adaptive Analytics must be installed in the same location as IBMCognos Business Intelligence Reporting.

If Cognos BI Reporting components are installed on different computers, ensurethat you install the Cognos Adaptive Analytics components in the same directory.The Cognos Adaptive Analytics presentation tier component must be installed onall computers where IBM Cognos BI application tier components are installed. Youmust install only one instance of the Cognos Adaptive Analytics application tiercomponent.

Before you begin

Ensure that you have administrator privileges for the computer on which you areinstalling.

Also ensure that the computer has a TEMP system variable that points to thedirectory where you want to store temporary files. During installation, files aretemporarily copied to this directory.

Procedure1. Go to a computer that has IBM Cognos BI Reporting component already

installed.2. Stop any IBM Cognos Business Intelligence services that are running.3. Go to the location where the installation files are downloaded, or insert the disc

if you have one, and double-click the issetup.exe file.4. Follow the directions in the installation wizard.5. Restart the Cognos BI services.

v For single computer installations, restart the Cognos BI services on thecomputer where Cognos BI Reporting is installed.

v For multiple computer installations, restart the services on the ContentManager first, and then restart the services on the application tier computers,and save the configuration on the gateway computers.

What to do next

After installing Cognos Adaptive Analytics, you must set access permissions foradministrators and users.


Related concepts

“Gateways on different computers” on page 18You can install the IBM Cognos Business Intelligence and the IBM CognosAdaptive Analytics gateways on a web server computer, and install the remainingcomponents on other computers.“Application tier components and Content Manager on different computers” onpage 19To improve performance, availability, and capacity, you can install the IBM CognosBusiness Intelligence application tier components and Content Manager ondifferent computers.Related tasks

“Adding members to the Adaptive Analytics users or administrators roles” onpage 44Using IBM Cognos Administration, you secure access to IBM Cognos AdaptiveAnalytics by adding the applicable members to the Adaptive Analytics user oradministrator role.

Installing Cognos Adaptive Analytics on UNIX or Linux operatingsystems

IBM Cognos Adaptive Analytics must be installed in the same location as IBMCognos Business Intelligence Reporting.

If Cognos BI Reporting components are installed on different computers, ensurethat you install the Cognos Adaptive Analytics components in the same directory.The Cognos Adaptive Analytics presentation tier component must be installed onall computers that have IBM Cognos BI application tier components installed. Youmust install only one instance of the Cognos Adaptive Analytics application tiercomponent.

Before you begin

Cognos Adaptive Analytics respects the file mode creation mask (umask) of theaccount running the installation program. This affects only the installationdirectories. It does not affect the file permissions within the directories. However,runtime generated files, such as logs, respect the mask. Umask 022 on theinstallation directory.

Procedure1. Go to a computer that has Cognos BI Reporting already installed.2. Set the JAVA_HOME environment variable to point to the installation location

of your Java Runtime Environment (JRE).An example of the installation location of a Java Runtime Environment is/directory/java/java_version/jre.

3. Stop any IBM Cognos Business Intelligence services that are running.4. On HP-UX, set the _M_ARENA_OPTS environment variable as follows:

_M_ARENA_OPTS 1:4

This increases the memory allocation for HP-UX to match more closely that ofother UNIX platforms.

5. Mount the service pack disc that is appropriate for your operating system usingRock Ridge file extensions. For example, to mount the IBM Cognos disc onHP-UX, do the following:

Chapter 7. Installation of Cognos Adaptive Analytics 41

a. Add the pfs_mount directory in your path.For example,PATH=/usr/sbin/:$PATH

export PATH





d. To mount the drive, type pfs_mount -t rrip <device><mount_dir> -oxlat=unix

e. When the installation is complete, type pfs_umount /cdrom and kill thepfsd and pfs_mountd daemons to unmount the disc.

f.

6. Go to the operating system directory on the disc.For example, for Solaris, go to the solaris directory.

7. To start the install, type./issetup

8. Follow the directions in the installation wizard.

Note: Cognos Adaptive Analytics must be installed in the same directory as theCognos BI server or IBM Cognos Reporting. The path name must contain onlyASCII characters. Some UNIX web servers do not support non-ASCII charactersin directory names.

9. Restart the Cognos BI services.v For single computer installations, restart the Cognos IBM services.v For multiple computer installations, restart the services on the Content

Manager first, and then restart the services on the application tier computers,and save the configuration on the gateway computers.

What to do next

After installing Cognos Adaptive Analytics, you must set access permissions foradministrators and users.


Related concepts

“Gateways on different computers” on page 18You can install the IBM Cognos Business Intelligence and the IBM CognosAdaptive Analytics gateways on a web server computer, and install the remainingcomponents on other computers.“Application tier components and Content Manager on different computers” onpage 19To improve performance, availability, and capacity, you can install the IBM CognosBusiness Intelligence application tier components and Content Manager ondifferent computers.Related tasks

“Adding members to the Adaptive Analytics users or administrators roles” onpage 44Using IBM Cognos Administration, you secure access to IBM Cognos AdaptiveAnalytics by adding the applicable members to the Adaptive Analytics user oradministrator role.

Changing the chart technology used by Cognos Adaptive AnalyticsIBM Cognos Adaptive Analytics can be configured to use the new chart engine forIBM Cognos Business Intelligence version 10.1 or to use the legacy chart engine. Bydefault, Cognos Adaptive Analytics uses the legacy chart engine. You can changethis by editing a configuration file.

Procedure1. Stop the Cognos BI services.2. In each location where you installed Cognos Adaptive Analytics, go to the

cognosBI_location/configuration directory and locate the aaConfig.xml file.3. Open the file in an xml editor.4. Locate the following lines of code:

<AVSChartingEngine>OFF</AVSChartingEngine>

AVS is the new charting engine for reports produced in Cognos BI version 10.1.By default the charting engine is not enabled.

5. If you want to enable the new charting engine, change the AVSChartingEnginevalue to ON.For example,<AVSChartingEngine>ON</AVSChartingEngine>

6. Save and close the file.7. Restart the Cognos BI services.

What to do next

When you manually change the value of a configuration file, the change is notpreserved when you upgrade. Keep a backup copy of any modified files to helpyou apply any settings you change to future installations.

Cognos Adaptive Analytics securityAdministrators control access to different administration tasks and differentfunctional areas of the user interface in IBM Cognos products, such as thefunctions in IBM Cognos Adaptive Analytics.

Depending on the permissions for the secured functions and features, users, suchas Cognos Adaptive Analytics users can access specific components and performspecific task.

Adding members to the Adaptive Analytics users oradministrators roles

Using IBM Cognos Administration, you secure access to IBM Cognos AdaptiveAnalytics by adding the applicable members to the Adaptive Analytics user oradministrator role.

Before you begin

To administer users, groups, and roles, members must have execute permissionsfor the Users, Groups, and Roles secured feature, and traverse permissions for theAdministration secured function. For more information, see the IBM CognosBusiness Intelligence Administration and Security Guide.

Procedure1. In IBM Cognos Connection, from the Launch menu in the upper-right corner,

click IBM Cognos Administration.2. On the Security tab, click Users, Groups, and Roles.3. Click on the Cognos namespace.4. In the Actions column, click the properties icon for the Adaptive Analytics

Administrators role.To add users to the Adaptive Analytics users role, click the properties icon forthe Adaptive Analytics Users.

5. Click the Members tab.6. To add members, click Add and do the following:

v To choose from listed entries, click the appropriate namespace.v To search for entries, click the appropriate namespace and then click Search.

In the Search string box, type the phrase you want to search for. For searchoptions, click Edit. Find and click the entry that you want.

v To type the name of entries that you want to add, click Type and type thenames of groups, roles, or users using the following format, where asemicolon (;) separates each entry: namespace/group_name;namespace/role_name;namespace/user_name;Here is an example: Cognos/Authors;LDAP/scarter;

7. Click the right-arrow icon, and when the entries that you added appear in theSelected entries box, click OK.To remove entries from the Selected entries list, select them and click Remove.To select all entries in a list, click the check box in the upper-left corner of thelist. To make the user entries visible, click Show users in the list.

8. Click OK.9. Ensure that you remove the Everyone group from the Adaptive Analytics

Administrators and the Adaptive Analytics Users roles to restrict access.

Setting access to Cognos Adaptive Analytics securedfunctions and features

The administrator must secure the functions that are available in IBM CognosAdaptive Analytics to ensure that only the required users, groups, and roles haveaccess.


The administrator sets up access to the secured functions and features using theCapabilities page on the Security tab in IBM Cognos Administration.

Before you begin

You must have the required permissions to change the user, group, and rolecapabilities.

Procedure1. In IBM Cognos Connection, from the Launch menu in the upper-right corner,

click IBM Cognos Administration.2. On the Security tab, click Capabilities.

A list of available secured functions appears.3. Next to the Adaptive Analytics function, click the actions icon and click Set

properties.4. In the Set Properties - Adaptive Analytics dialog box, click the Permissions

tab, and choose whether to use the permissions of the parent entry or specifydifferent permissions:v To use the permissions of the parent entry, clear the Override the access

permissions acquired from the parent entry check box, and click OK.v To set access permissions explicitly for the entry, select the Override the

access permissions acquired from the parent entry check box, and thenperform the remaining steps.

5. If you want to remove an entry from the list, select the appropriate check box,and click Remove.Tip: To select or deselect all entries in a page, click Select all or Deselect allat the bottom of the list.

6. If you want to add new entries to the list, click Add and choose how to selectentries:v To choose from listed entries, click the appropriate namespace, and then

select the check boxes next to the users, groups, or roles.v To search for entries, click Search and in the Search string box, type the

phrase that you want to search for. For search options, click Edit. Find andclick the entry.

v To type the name of entries that you want to add, click Type and type thenames of groups, roles, or users using the following format, where asemicolon (;) separates each entry:namespace/group_name;namespace/role_name;namespace/user_name;Here is an example: Cognos/Authors;LDAP/scarter;

7. Click the right-arrow icon and when the entries that you want to add appearin the Selected entries box, click OK.

8. Select the check box next to the entry for which you want to set access to thefunction or feature.

9. In the box next to the list, select the proper check boxes to grant executepermissions for the entry, and click Apply.In the Permissions column, an icon that denotes the execute permissionsgranted appears next to the namespace, user, group, or role.

10. Repeat steps 8 to 9 for each entry.


Testing the installation and configuration of Cognos AdaptiveAnalytics

Test the installation to verify that IBM Cognos Adaptive Analytics is workingcorrectly.

Procedure1. Log on as a user with Cognos Adaptive Analytics Administrator permission.

For more information, see the IBM Cognos Business Intelligence Administrationand Security Guide.

2. From IBM Cognos Connection, click Launch > IBM Cognos AdaptiveAnalytics.

Results

If you see the Select a project page, your installation is working.

Removal of Cognos Adaptive AnalyticsIf you want to remove IBM Cognos Adaptive Analytics, use the uninstallationprogram. You can remove Cognos Adaptive Analytics and IBM Cognos BusinessIntelligence Reporting, or you can choose to uninstall only Adaptive Analytics.

Uninstalling Cognos Adaptive Analytics on Windows operatingsystems

If you want to remove IBM Cognos Adaptive Analytics, use the uninstallationprogram.

Procedure1. From the Start menu, locate the program shortcut link for IBM Cognos

Business Intelligence Reporting, click Uninstall IBM Cognos > Uninstall IBMCognos.

2. Follow the instructions in the uninstall wizard.The cognos_uninst_log.htm file records the activities that the Uninstall wizardperforms while uninstalling files. To find the log file, look in the Tempdirectory.

3. Delete all temporary Internet files from the web browser computers.For more information, see your web browser documentation.

Results

Uninstalling does not remove any files that changed since the installation, such asconfiguration and user data files. Your installation location remains on yourcomputer, and you retain these files until you delete them using Windows Explorerprogram.

Uninstalling Cognos Adaptive Analytics on UNIX or Linuxoperating systems

If you want to remove IBM Cognos Adaptive Analytics, use the uninstallationprogram.


Procedure1. Go to the cognosBI_location/uninstall directory and type the following

command:./uninst -u

2. Follow the instructions in the uninstall wizard.The cognos_uninst_log.htm file records the activities that the Uninstall wizardperforms while uninstalling files. To find the log file, look in the Tempdirectory.

3. Delete all temporary Internet files from the web browser computers.For more information, see your web browser documentation.

Results

Uninstalling does not remove any files that changed since the installation, such asconfiguration and user data files. Your installation location remains on yourcomputer, and you retain these files until you delete them.


Chapter 8. Installation of Cognos Adaptive Warehouse andCognos Adaptive Warehouse Runtime

Install IBM Cognos Adaptive Warehouse, which is the data modeling componentof IBM Cognos Analytic Applications, on a Windows operating systems computer.It provides an interface that facilitates the extraction, transformation, and loadingof application-specific data from an ERP source into the target data warehouse.

If you plan to use a dedicated server to perform regular updates to the datawarehouse, install IBM Cognos Adaptive Warehouse Runtime, on a separatecomputer from Cognos Adaptive Warehouse.

Installing Cognos Adaptive Warehouse on Windows operating systemsFor a complete installation of IBM Cognos Analytic Applications, you must installIBM Cognos Adaptive Warehouse on a Windows computer.

Before you begin


Also ensure that the computer has a TEMP system variable that points to thedirectory where you want to store temporary files. During installation, files aretemporarily copied to this directory.

Procedure1. Insert the disc, or go to the location where the installation files are downloaded

and double-click the issetup.exe file.2. Follow the directions in the installation wizard.3. To configure Cognos Adaptive Warehouse immediately, on the last page of the

installation wizard, start IBM Cognos Configuration.You can configure Cognos Adaptive Warehouse later by starting IBM CognosConfiguration from the Windows program shortcut menu.

Related tasks

“Configuring environment properties for Cognos Adaptive Warehouse and CognosAdaptive Warehouse Runtime” on page 52You must configure IBM Cognos Adaptive Warehouse and IBM Cognos AdaptiveWarehouse Runtime to communicate with the IBM Cognos Business IntelligenceReporting environment.

Installing Cognos Adaptive Warehouse Runtime on Windows operatingsystems

Optionally, you can install IBM Cognos Adaptive Warehouse Runtime on aWindows computer that is separate from IBM Cognos Adaptive Warehouse. Thisensures that updates to the warehouse are done by Cognos Adaptive WarehouseRuntime and that the updates do not impact the core functions provided by themodeling tool.


Before you begin


Procedure1. Insert the disc, or go to the location where the installation files are downloaded

and click the issetup.exe file.2. Follow the directions in the installation wizard.Related concepts

“All components on one computer” on page 14You can install IBM Cognos Business Intelligence Reporting, IBM Cognos AdaptiveWarehouse, IBM Cognos Adaptive Analytics, and the application content files onone computer. Choose this option when setting up a demonstration orproof-of-concept environment, or in a production environment where the volumeof data to be handled is small.“Cognos Adaptive Warehouse and Cognos BI Reporting on different computers”on page 15You can distribute the installation so that IBM Cognos Business IntelligenceReporting is installed on one computer, and IBM Cognos Adaptive Warehouse isinstalled on a different computer. IBM Cognos Adaptive Analytics must beinstalled in the same directory as Cognos BI Reporting.Related tasks

“Configuring environment properties for Cognos Adaptive Warehouse and CognosAdaptive Warehouse Runtime” on page 52You must configure IBM Cognos Adaptive Warehouse and IBM Cognos AdaptiveWarehouse Runtime to communicate with the IBM Cognos Business IntelligenceReporting environment.

Installing Cognos Adaptive Warehouse Runtime on UNIX or Linuxoperating systems

To install IBM Cognos Adaptive Warehouse Runtime, complete the following steps.

Before you begin

Cognos Adaptive Warehouse Runtime respects the file mode creation mask(umask) of the account running the installation program. This affects only theinstallation directories. It does not affect the file permissions within the directories.However, runtime generated files, such as logs, respect the mask. Umask 022 onthe installation directory.

Procedure1. Set the JAVA_HOME environment variable to point to the installation location

of your Java Runtime Environment (JRE).An example of the installation location of a Java Runtime Environment is/directory/java/java_version/jre.

2. On HP-UX, set the _M_ARENA_OPTS environment variable as follows:_M_ARENA_OPTS 1:4

This increases the memory allocation for HP-UX to match more closely that ofother UNIX platforms.


3. Mount the service pack disc that is appropriate for your operating system usingRock Ridge file extensions. For example, to mount the IBM Cognos disc onHP-UX, do the following:a. Add the pfs_mount directory in your path.

For example,PATH=/usr/sbin/:$PATH

export PATH





d. To mount the drive, type pfs_mount -t rrip <device><mount_dir> -oxlat=unix

e. When the installation is complete, type pfs_umount /cdrom and kill thepfsd and pfs_mountd daemons to unmount the disc.

4. Go to the operating system directory on the disc.For example, for Solaris, go to the solaris directory.

5. To start the installation, type./issetup

6. Follow the directions in the installation wizard.Install Cognos Adaptive Warehouse Runtime in a directory that contains onlyASCII characters in the path name. Some UNIX web servers do not supportnon-ASCII characters in directory names.

7. In the Finish page of the installation wizard, choose how to proceed:v If you want to configure Cognos Adaptive Warehouse Runtime immediately,

click Start IBM Cognos Configuration.v If you want to configure Cognos Adaptive Warehouse Runtime later, click

Finish.You can configure Cognos Adaptive Warehouse Runtime later using CognosConfiguration by starting cogconfig.sh in the adaptiveWarehouse_location/bin directory.

What to do next

To ensure the security and integrity of Cognos Adaptive Warehouse Runtime, it isimportant to protect the installation directory from unauthorized or inappropriateaccess.

You must also update your Java security framework before you can configureCognos Adaptive Warehouse Runtime. Otherwise, you may receive the followingerror:

[Cryptography]

1. [ ERROR ] java.lang.NoClassDefFoundError: javax/net/ServerSocketFactory:

Chapter 8. Installation of Cognos Adaptive Warehouse and Cognos Adaptive Warehouse Runtime 51

Related concepts

“All components on one computer” on page 14You can install IBM Cognos Business Intelligence Reporting, IBM Cognos AdaptiveWarehouse, IBM Cognos Adaptive Analytics, and the application content files onone computer. Choose this option when setting up a demonstration orproof-of-concept environment, or in a production environment where the volumeof data to be handled is small.“Cognos Adaptive Warehouse and Cognos BI Reporting on different computers”on page 15You can distribute the installation so that IBM Cognos Business IntelligenceReporting is installed on one computer, and IBM Cognos Adaptive Warehouse isinstalled on a different computer. IBM Cognos Adaptive Analytics must beinstalled in the same directory as Cognos BI Reporting.Related tasks

“Configuring environment properties for Cognos Adaptive Warehouse and CognosAdaptive Warehouse Runtime”You must configure IBM Cognos Adaptive Warehouse and IBM Cognos AdaptiveWarehouse Runtime to communicate with the IBM Cognos Business IntelligenceReporting environment.

Configuring environment properties for Cognos Adaptive Warehouseand Cognos Adaptive Warehouse Runtime

You must configure IBM Cognos Adaptive Warehouse and IBM Cognos AdaptiveWarehouse Runtime to communicate with the IBM Cognos Business IntelligenceReporting environment.

Note: If you installed Cognos BI Reporting and Cognos Adaptive Warehouse onthe same computer, there will be two IBM Cognos Configuration utilities. Youmust use the IBM Cognos Configuration utility for the Cognos AdaptiveWarehouse installation.

Procedure1. On the computer where you installed Cognos Adaptive Warehouse or Cognos

Adaptive Warehouse Runtime, start IBM Cognos Configuration.2. In the Explorer window, click Environment.3. In the Properties window, in the Gateway URI box, type the appropriate value.

v To use ISAPI, replace cognos.cgi with cognosisapi.dll.v To use an Apache web server, type the following syntax:

For Apache 1.3 module,http://host_name:port/cognos/cgi-bin/mod_cognos.dll

For Apache 2.0 module,http://host_name:port/cognos/cgi-bin/mod2_cognos.dll

For Apache 2.2.x module,http://host_name:port/cognos/cgi-bin/mod2_2_cognos.dll

Note: Ensure that you configured your Apache web server.v To use a servlet gateway, type the following syntax:

http[s]://host_name:port/context_root/servlet/Gateway

where context_root is the value you assigned to the ServletGateway webapplication when you deployed the ServletGateway application.


Note: Ensure that you configured your web server to support the servletgateway.

v If you are not using a web server, to use the dispatcher as the gateway, typethe following syntax:http[s]://host_name:port/p2pd/servlet/dispatch

4. Change the host name portion of the Gateway URI from localhost to either theIP address of the computer or the computer name.

5. Specify the value for the Dispatcher URI for external applications.6. In the Explorer window, under Cryptography, click Cognos, the default

cryptographic provider.7. Under the Certificate Authority settings property group, for the Password

property, type the same password you configured on the default active ContentManager computer.

8. From the File menu, click Save.

Testing the installation and configuration of Cognos AdaptiveWarehouse

Test the installation of IBM Cognos Adaptive Warehouse to verify that it workscorrectly.

Procedure

From the Start menu, click All Programs > IBM Cognos Analytic Applications >IBM Cognos Adaptive Warehouse.

Results

If you see the Welcome page of Cognos Adaptive Warehouse, your installation isworking.

Removal of Cognos Adaptive Warehouse and Cognos WarehouseRuntime

To remove IBM Cognos Adaptive Warehouse and IBM Cognos WarehouseRuntime, use the uninstallation program.

Uninstalling Cognos Adaptive Warehouse and CognosAdaptive Warehouse Runtime on Windows operating systems

If you no longer require IBM Cognos Adaptive Warehouse or Cognos AdaptiveWarehouse Runtime, uninstall the components using the uninstallation program.

If you installed more than one component in the same location, the wizard lets youchoose the components to uninstall.

Before you begin

Close all programs.


Procedure1. From the Start menu, click All Programs > IBM Cognos Analytic Applications

> Uninstall Analytic Applications Components > Uninstall AnalyticApplications Components.IBM Cognos Analytic Applications is the default name of the folder that iscreated during the installation. If you chose another name, navigate to thatshortcut.

2. Follow the instructions in the wizard. If prompted, stop the IBM CognosBusiness Intelligence services.The cognos_uninst_log.htm file records the activities that the wizard performswhile uninstalling files. The log file is located in the Temp directory.

3. Restart the Cognos BI services.4. Delete all temporary Internet files.

Results

The configuration and data files are preserved during the uninstallation. Yourinstallation location remains on your computer, and you retain these files until youdelete them.

Important: Do not delete the configuration and data files if you are upgrading to anew version of IBM Cognos Analytic Applications and you want to use theconfiguration data with the new version.

What to do next

Repeat the uninstallation process on each computer where Cognos AdaptiveWarehouse or Cognos Adaptive Warehouse Runtime are installed.

Uninstalling Cognos Adaptive Warehouse Runtime on UNIXoperating systems

If you no longer require IBM Cognos Adaptive Warehouse Runtime, uninstall thecomponent.

Procedure1. Stop the Cognos Business Intelligence services from IBM Cognos Configuration.2. To uninstall Cognos Adaptive Warehouse Runtime, go to the

adaptiveWarehouse_location/uninstall directory and type the followingcommand:./uninst -u

3. Follow the prompts to complete the uninstallation.The cognos_uninst_log.htm file records the uninstallation activities.

4. Restart the Cognos BI services.5. Delete all temporary Internet files.

Results

The configuration and data files are preserved during the uninstallation. Yourinstallation location remains on your computer, and you retain these files until youdelete them.


Important: Do not delete the configuration and data files if you are upgrading to anew version of IBM Cognos Analytic Applications and you want to use theconfiguration data with the new version.


Chapter 9. Installation of the application content

You must install the IBM Cognos Analytic Applications application content that isspecific to your ERP (Enterprise Reporting Planning) solution. The business contentapplies proven business practices that are then used with the metadata in yourERP system to answer key business questions.

Installing the application content filesIBM Cognos Adaptive Analytics application content is available as 32-bitinstallations and must be installed in a location that does not have other installedIBM Cognos components.

Procedure1. Go to the location where the installation files are downloaded and double-click

the issetup.exe file, or insert the disc.2. Follow the directions in the installation wizard.Related concepts

“Cognos Analytic Applications installations” on page 13When you install IBM Cognos Analytic Applications, you specify where to installthe components.

Uninstalling application content filesIf you no longer require the application content files, you can uninstall them.

If you installed more than one component in the same location, the wizard lets youchoose the packages to uninstall. You must repeat the uninstallation process oneach computer that contains application content files.

Important: Do not delete the content files if you are upgrading to a new version ofIBM Cognos Analytic Applications and you want to use the data with the newversion.

Before you begin

Close all programs.

Procedure1. From the Start menu, click All Programs > IBM Cognos Analytic Applications

> Uninstall Analytic Applications Components > Uninstall AnalyticApplications Components.IBM Cognos Analytic Applications is the default name of the folder that iscreated during the installation. If you chose another name, that name willdisplay here.

2. Follow the instructions in the wizard.The cognos_uninst_log.htm file records the activities that the wizard performswhile uninstalling files. The log file is located in the Temp directory.

3. Delete all temporary Internet files.


Chapter 10. Optional - Installation of SAP utilities for IBMCognos Workforce Performance

If you install application content for use in an SAP environment, additional setupis required.

You must complete the following tasks:__ v Install the SAP gateway functions.__ v Install the SAP content interface files.__ v Apply the SAP gateway functions and content interface files.__ v Install the IBM Cognos compression utility for SAP servers.__ v Set access permissions for the gateway functions and content interface files.

Installation of SAP gateway functionsIBM Cognos Analytic Applications uses Advanced Business ApplicationsProgramming (ABAP) function modules that interface with the SAP environment.

An SAP system administrator should install the gateway functions on each SAPserver in your environment.

The installation provides ABAP function modules for different versions of SAP. Bydefault, the files for these modules are located in the adaptiveWarehouse_location\transports\version directory. A separate directory exists for each supportedversion of SAP.

Note: If you are using SAP ERP Central Components (ECC5 or ECC6), you mustuse the ABAP function modules in the adaptiveWarehouse_location\transports\v47 directory.

If your SAP servers are running on UNIX computers, you must copy the gatewayfunctions from a Windows computer where you installed IBM Cognos AdaptiveWarehouse to the UNIX computer where SAP is running.

You must install the gateway functions on each SAP server.

Installing the SAP gateway functions for SAP servers on UNIXoperating systems

An SAP system administrator installs the gateway functions on each SAP server inyour environment.

Procedure1. Use file transfer protocol (FTP) in ASCII mode to copy the files named Knn.ext

(for example, K900030.U3E) from the adaptiveWarehouse_location\transports\SAP_version directory to the SAP_home/trans/cofiles directory on the SAPserver.

2. Use FTP in binary (bin) mode to copy the files named Rnn.ext (for example,R900030.U3E) from the adaptiveWarehouse_location\transports\SAP_versiondirectory to the SAP_home/trans/data directory on the SAP server.


What to do next

Install the SAP content interface files.

Installing the SAP gateway functions for SAP servers onWindows

An SAP system administrator should install the gateway functions on each SAPserver in your environment.

Procedure1. Copy the file named Knn.ext (for example, K900030.U3E) from the

adaptiveWarehouse_location/transports/SAP_version directory to theSAP_home\trans\cofiles directory on the SAP server.

2. Copy the files named Rnn.ext (for example, R900030.U3E) from theadaptiveWarehouse_location/transports/SAP_version directory to theSAP_home/trans/data directory on the SAP server.

What to do next

Install the SAP content interface files.

Installation of SAP content interface filesAn SAP system administrator installs the required content-specific SAP interfacefiles on each SAP server in your environment.

By default, the interface files are located in the application_content_location\applicationtransports\workforce_performance directory.

If your SAP servers are running on UNIX computers, you must copy the interfacefiles from a Windows computer where you installed the application content files tothe UNIX computer where SAP is running.

You must install the content interface files on each SAP server.

Installing the SAP content interface files for SAP servers onUNIX operating systems

An SAP system administrator installs the required content-specific SAP interfacefiles on each SAP server in your environment.

Procedure1. In the application_content_location\applicationtransports\

workforce_performance directory, use file transfer protocol (FTP) in ASCII modeto copy the Knn.ext file (for example, K900654.EC6) to the /trans/cofilesdirectory on the SAP server.

2. Use FTP in binary (bin) mode to copy the Rnn.ext files (for example,R900654.EC6) from the application_content_location\applicationtransports\workforce_performance directory to the SAP_home//trans/data directory on theSAP server.

What to do next

Apply the SAP gateway functions and content interface files.


Installing the SAP content interface files for SAP servers onWindows

An SAP system administrator installs the required content-specific SAP interfacefiles on each SAP server in your environment.

Procedure1. In the application_content_location/applicationtransports/

workforce_performance directory, copy the Knn.ext file (for example,K900654.EC6) to the /trans/cofiles directory on the SAP server.

2. Copy the Rnn.ext file (for example, R900654.EC6) from theapplication_content_location/applicationtransports/workforce_performancedirectory to the SAP_home\trans\data directory on the SAP server.

What to do next

Apply the SAP gateway functions and content interface files.

Applying the SAP gateway functions and content interface filesAfter you install the SAP gateway functions and content-specific SAP interfacefiles, you must apply them using SAP GUI. An SAP system administrator shouldapply the functions and interface files.

Procedure1. In the SAP GUI, start an STMS transaction.2. Click Imports, and then double-click the queue name.3. If a message displays prompting you to add to the import queue, click Yes and,

if required, type your password.4. In the queue, select the transport request name that matches the name in the

readme.txt file.5. From the Request menu, click Import and type the target client number.6. Click Start Import, and then click Yes. If required, type the password.7. If you want to check the result, click Logs.

What to do next

Install the IBM Cognos compression utility for SAP servers.

Installation of the IBM Cognos compression utility for SAP serversThe IBM Cognos compression utility is required for data compression on an SAPserver.

The corresponding decompression function is included in the SAP gatewayfunctions and interface files.

You must install the IBM Cognos compression utility on each SAP server.

Installing the IBM Cognos compression utility for SAP serverson Windows

The IBM Cognos compression utility is required for data compression on an SAPserver.

Chapter 10. Optional - Installation of SAP utilities for IBM Cognos Workforce Performance 61


Procedure1. Copy the file named zlib1.dll from the adaptiveWarehouse_location\bin

directory to the DIR_EXECUTABLE directory on all Windows SAP servers.The DIR_EXECUTABLE directory is usually defined as SAP_instance\SYS\exe\run.

2. Copy the file named udacompr.exe from the adaptiveWarehouse_location\bindirectory to the DIR_EXECUTABLE directory on all Windows SAP servers.

What to do next

Set the access permissions for the gateway functions and content interface files.

Installing the IBM Cognos compression utility for SAP serverson UNIX operating systems

The IBM Cognos compression utility is required for data compression on an SAPserver.


Procedure1. Using binary transfer mode, use FTP to copy the files from the

zipfiles/operating_system directory on the IBM Cognos Adaptive Warehousedisk or download location to the DIR_EXECUTABLE directory on all UNIX SAPservers.The DIR_EXECUTABLE directory is usually defined as SAP_instance/SYS/exe/run.

2. Set execute privileges for each of the files.

What to do next

Set the access permissions for the gateway functions and content interface files.

Setting access permissions for the gateway functions and contentinterface files

For the SAP gateway functions and content interface files to be able to access SAPdata, the user accounts that connect to SAP must have specific permissions.

Before you begin

Before importing new tables from SAP, check that your administrator has addedthe authorization group to the authorization object S_TABU_DIS in table TDDAT.

Procedure1. Ensure that the SAP user accounts that use the SAP connector have the

following privileges:v S_RFC, for the authorization check for RFC accessv S_DATASET, for the authorization check for file accessv S_BTCH_JOB, for background processingv S_PROGRAM, for ABAP program flow checking


v S_TABU_DIS, for access to data in the tablesIBM Cognos Analytic Applications uses SAP security to determine access forthe user profile. Ensure that your system administrator grants S_TABU_DISprivileges to the user profile used to access SAP. If these privileges are notgranted, you cannot access the data in the tables.

Incorrect privileges may result in run-time errors, such as the following:1 . ERROR DS-DBMS-E400: UDA driver reported the following on connection'ALIAS_01F1A4DC': DMS-E-SAP_CONNECTION_FAILURE, Connection to SAPfailed: User UDAQC4 has no RFC authorization for function group Z70F .

2. You must also ensure that the SAP accounts have the following additionalpermissions to import data.

Note: You can use the asterisk (*) to represent all values, when it is used alone,or to represent partial values, when used anywhere in a string.

Table 6. Additional permissions to import data

Authorization Object Fields and Values

S_RFC Activity: 16 - Execute

Name of RFC to be protected: RFC1, SDTX, SUSO,SU_USER, SYST, ZCOGNOS_80A, ZWFP_COGNOS

Type of RFC object to be protected: FUGR - Functiongroup

S_DATASET Activity: 06 - Delete, 33 - Read, 34 - Write, A7 -Write with filter

Physical file name: *

Program Name with Search Help: *

S_BTCH_JOB Job operations: RELE Release Jobs (ReleasedAutomatically)

Summary of jobs for a group: ' '

S_PROGRAMUser action ABAP/4 program: SUBMIT ExecuteABAP program

Authorization group ABAP/4 program: GBSE

S_TABU_DIS Activity: 03 - Display

Authorization Group: &NC&, FA, FB00, FB01, FB12,FB21, FB32, FC, GC, KA, KCOR, KEC, PA, PC, PC01,PS, SC, SDIC, SS, VC

Chapter 10. Optional - Installation of SAP utilities for IBM Cognos Workforce Performance 63

Table 6. Additional permissions to import data (continued)

Authorization Object Fields and Values

P_ORGIN Authorization Level: R

Infotype: 0000, 0001, 0007, 0008, 0014, 0015, 0302

Personnel Area: *

Employee Group: *

Employee Subgroup: *

Subtype: *

Organizational Key: *

P_PCLX Authorization Level: R

Area identifier for cluster in RELID: *


Chapter 11. Troubleshooting

This section provides solutions for problems you may encounter when installingIBM Cognos Analytic Applications

Troubleshooting a problemTroubleshooting is a systematic approach to solving a problem. The goal oftroubleshooting is to determine why something does not work as expected andhow to resolve the problem.

The first step in the troubleshooting process is to describe the problem completely.Problem descriptions help you and the IBM technical-support representative knowwhere to start to find the cause of the problem. This step includes asking yourselfbasic questions:v What are the symptoms of the problem?v Where does the problem occur?v When does the problem occur?v Under which conditions does the problem occur?v Can the problem be reproduced?

The answers to these questions typically lead to a good description of the problem,which can then lead to problem resolution.

What are the symptoms of the problem?

When starting to describe a problem, the most obvious question is What is theproblem? This question might seem straightforward; however, you can break itdown into several more focused questions that create a more descriptive picture ofthe problem. These questions can include:v Who, or what, is reporting the problem?v What are the error codes and messages?v How does the system fail? For example, is it a loop, hang, crash, performance

degradation, or incorrect result?

Where does the problem occur?

Determining where the problem originates is not always easy, but it is one of themost important steps in resolving a problem. Many layers of technology can existbetween the reporting and failing components. Networks, disks, and drivers areonly a few of the components to consider when you are investigating problems.

The following questions help you to focus on where the problem occurs to isolatethe problem layer:v Is the problem specific to one platform or operating system, or is it common

across multiple platforms or operating systems?v Is the current environment and configuration supported?

If one layer reports the problem, the problem does not necessarily originate in thatlayer. Part of identifying where a problem originates is understanding the


environment in which it exists. Take some time to completely describe the problemenvironment, including the operating system and version, all correspondingsoftware and versions, and hardware information. Confirm that you are runningwithin an environment that is a supported configuration; many problems can betraced back to incompatible levels of software that are not intended to run togetheror have not been fully tested together.

When does the problem occur?

Develop a detailed timeline of events leading up to a failure, especially for thosecases that are one-time occurrences. You can most easily develop a timeline byworking backward: Start at the time an error was reported (as precisely as possible,even down to the millisecond), and work backward through the available logs andinformation. Typically, you need to look only as far as the first suspicious eventthat you find in a diagnostic log.

To develop a detailed timeline of events, answer these questions:v Does the problem happen only at a certain time of day or night?v How often does the problem happen?v What sequence of events leads up to the time that the problem is reported?v Does the problem happen after an environment change, such as upgrading or

installing software or hardware?

Responding to these types of questions can give you a frame of reference in whichto investigate the problem.

Under which conditions does the problem occur?

Knowing which systems and applications are running at the time that a problemoccurs is an important part of troubleshooting. These questions about yourenvironment can help you to identify the root cause of the problem:v Does the problem always occur when the same task is being performed?v Does a certain sequence of events need to occur for the problem to surface?v Do any other applications fail at the same time?

Answering these types of questions can help you explain the environment inwhich the problem occurs and correlate any dependencies. Remember that justbecause multiple problems might have occurred around the same time, theproblems are not necessarily related.

Can the problem be reproduced?

From a troubleshooting standpoint, the ideal problem is one that can bereproduced. Typically, when a problem can be reproduced you have a larger set oftools or procedures at your disposal to help you investigate. Consequently,problems that you can reproduce are often easier to debug and solve. However,problems that you can reproduce can have a disadvantage: If the problem is ofsignificant business impact, you do not want it to recur. If possible, recreate theproblem in a test or development environment, which typically offers you moreflexibility and control during your investigation.v Can the problem be recreated on a test system?v Are multiple users or applications encountering the same type of problem?


v Can the problem be recreated by running a single command, a set of commands,or a particular application?

Searching knowledge basesYou can often find solutions to problems by searching IBM knowledge bases. Youcan optimize your results by using available resources, support tools, and searchmethods.

About this task

You can find useful information by searching the information center for IBMCognos Analytic Applications, but sometimes you need to look beyond theinformation center to answer your questions or resolve problems. To searchknowledge bases for information that you need, use one or more of the followingapproaches:

Procedure1. Find the content that you need by using the IBM Support Portal, at

http://ibm.com/cognos/support. The IBM Support Portal is a unified,centralized view of all technical support tools and information for all IBMsystems, software, and services. The IBM Support Portal lets you access theIBM electronic support portfolio from one place. You can tailor the pages tofocus on the information and resources that you need for problem preventionand faster problem resolution. Familiarize yourself with the IBM Support Portalby viewing the demo videos about this tool. These videos introduce you to theIBM Support Portal, explore troubleshooting and other resources, anddemonstrate how you can tailor the page by moving, adding, and deletingportlets.

2. Search for content by using the IBM Support Assistant (ISA). ISA is a no-chargesoftware serviceability workbench that helps you answer questions and resolveproblems with IBM software products. You can find instructions fordownloading and installing ISA on the IBM Support portal.

3. Search for content about IBM Cognos Analytic Applications by using one of thefollowing additional technical resources:v IBM Cognos Analytic Applications 10.1.0 technotes and APARs (problem

reports), which are accessible through the Support Portal.v IBM Cognos Analytic Applications Support Web sitev IBM Cognos Analytic Applications support communities (forums and

newsgroups)4. Search for content by using the IBM masthead search. You can use the IBM

masthead search by typing your search string into the Search field at the top ofany ibm.com® page. This will search for matching content on the IBM Web site.Therefore, specific searches that include the product name may provide betterresults.

5. Search for content by using any external search engine. If you use an externalsearch engine, your results are more likely to include information that isoutside the ibm.com domain. However, sometimes you can find usefulproblem-solving information about IBM products in news groups, forums, andblogs that are not on ibm.com. If you wish to limit your search results tocontent found on the IBM Web site while using an external search engine, usethe site:ibm.com filter within your search query, which works for all majorsearch engines.

Chapter 11. Troubleshooting 67

http://ibm.com/cognos/support

Tip: Include IBM and the name of the product in your search if you arelooking for information about an IBM product.

Getting fixesA product fix might be available to resolve your problem.

Procedure1. Obtain the tools required to get the fix.2. Determine which fix you need.3. Download the fix. Open the download document and follow the link in the

Download package section.4. Apply the fix. Follow the instructions in the Installation Instructions section of

the download document.5. Subscribe to receive weekly email notifications about fixes and other IBM

Support information.

Contacting IBM supportIBM Support provides assistance with product defects, answering FAQs, andperforming rediscovery.

Before you begin

After trying to find your answer or solution by using other self-help options suchas technotes, you can contact IBM Support. Before contacting IBM Support, yourcompany must have an active IBM maintenance contract, and you must beauthorized to submit problems to IBM. For information about the types ofavailable support, see the Support portfolio topic in the Software SupportHandbook, which is available through the IBM Support Portal.

Procedure1. Define the problem, gather background information, and determine the severity

of the problem. For more information, see the Getting IBM support topic in theSoftware Support Handbook.

2. Gather diagnostic information.3. Submit the problem to IBM Support in one of the following ways:

v Online through the IBM Support Portal, at http://ibm.com/cognos/support:You can open, update, and view all your Service Requests from the ServiceRequest portlet on the Service Request page.

v Using IBM Support Assistant (ISA).v By phone: For the phone number to call in your country, see the Directory of

worldwide contacts web page.

Results

If the problem that you submit is for a software defect or for missing or inaccuratedocumentation, IBM Support creates an Authorized Program Analysis Report(APAR). The APAR describes the problem in detail. Whenever possible, IBMSupport provides a workaround that you can implement until the APAR isresolved and a fix is delivered. IBM publishes resolved APARs on the IBMSupport.


http://ibm.com/cognos/support

Exchanging information with IBMTo diagnose or identify a problem, you might need to provide IBM Support withdata and information from your system. In other cases, IBM Support mightprovide you with tools or utilities to use for problem determination.

Sending information to IBM SupportTo reduce the time that it takes to resolve your problem, you can send trace anddiagnostic information to IBM Support.

Procedure1. Open a problem management record (PMR).2. Collect the diagnostic data that you need. Diagnostic data helps reduce the

time that it takes to resolve your PMR. You can collect the diagnostic datamanually or automatically. Search the IBM Support portal for more informationon how to collect troubleshoot data for your product.

3. Compress the files by using the ZIP or TAR format.4. Transfer the files to IBM. You can use one of the following methods to transfer

the files to IBM:v IBM Support Assistantv The Service Request toolv Standard data upload methods: FTP, HTTPv Secure data upload methods: FTPS, SFTP, HTTPSv EmailAll of these data exchange methods are explained on the IBM Support site.

Receiving information from IBM SupportOccasionally, an IBM technical-support representative might ask you to downloaddiagnostic tools or other files. You can use FTP to download these files.

Before you begin

Ensure that your IBM technical-support representative provided you with thepreferred server to use for downloading the files and the exact directory and filenames to access.

Procedure1. Use FTP to connect to the site that your IBM technical-support representative

provided and log in as anonymous. Use your email address as the password.2. Change to the appropriate directory:

a. Change to the /fromibm directory.cd fromibm

b. Change to the directory that your IBM technical-support representativeprovided.cd nameofdirectory

3. Enable binary mode for your session.binary

4. Use the get command to download the file that your IBM technical-supportrepresentative specified.get filename.extension

5. End your FTP session.quit


Subscribing to Support updatesTo stay informed of important information about the IBM products that you use,you can subscribe to updates.

About this task

By subscribing to receive updates, you can receive important technical informationand updates for specific Support tools and resources. You can subscribe to updatesby using one of two approaches:v RSS feeds and social media subscriptions

For general information about RSS, including steps for getting started and a listof RSS-enabled IBM web pages, visit the IBM Software Support RSS feeds site.

v My NotificationsWith My Notifications, you can subscribe to Support updates for any IBMproduct. You can specify that you want to receive daily or weekly emailannouncements. You can specify what type of information you want to receive(such as publications, hints and tips, product flashes (also known as alerts),downloads, and drivers). My Notifications enables you to customize andcategorize the products about which you want to be informed and the deliverymethods that best suit your needs.

Procedure1. Subscribe to the Cognos Performance Applications RSS feed.2. To subscribe to My Notifications, begin by going to the IBM Support Portal

and clicking My Notifications in the Notifications portlet.3. If you have already registered for My support, sign in and skip to the next

step. If you have not registered, click Register now. Complete the registrationform using your email address as your IBM ID and click Submit.

4. Click Edit profile.5. Click Add products and choose a product category; for example, Software. A

second list is displayed.6. In the second list, select a product segment; for example, Data & Information

Management. A third list is displayed.7. In the third list, select a product subsegment, for example, Databases. A list of

applicable products is displayed.8. Select the products for which you want to receive updates.9. Click Add products.

10. After selecting all products that are of interest to you, click Subscribe to emailon the Edit profile tab.

11. Select Please send these documents by weekly email.12. Update your email address as needed.13. In the Documents list, select the product category; for example, Software.14. Select the types of documents for which you want to receive information.15. Click Update.

Results

Until you modify your RSS feeds and My Notifications preferences, you receivenotifications of updates that you have requested. You can modify your preferenceswhen needed (for example, if you stop using one product and begin using anotherproduct).


Log filesWhen troubleshooting, the following files can assist you.

The server log file

The server log file contains information about events that occur when your IBMCognos component is running. Use the server log file to troubleshoot, audit,monitor performance, and trace service requests.

By default, the IBM Cognos log server is configured to send all log messages to thecogserver.log file located in the Cognos_location/logs directory.

The transfer log file

This file records the activities that the installation wizard performed whiletransferring files. The transfer log file is located in the Cognos_location\instlogdirectory. The file name identifies the product name, version, and build number,and includes a time stamp. The following is an example of the file name format:

tl-BISRVR-8.1-0.0-20080901_1122.txt

The transfer summary-error log file

This file records the components you installed, disk space information, theselections you made in the transfer dialogs, and any errors the installation wizardencountered while transferring components. The transfer summary-error log file islocated in the Cognos_location/instlog directory. The file name identifies theproduct name, version, and build number, and includes a time stamp. Thefollowing is an example of the file name format:

tl-BISRVR-8.1-0.0-20080901_1122_summary_error.txt

The locale configuration file

This file records the configuration choices you make in IBM Cognos Configurationfor product and content locales, locale mapping, and currency support. If youexperience problems with language support in the user interface or in reports, usethese files to track your changes. The backup configuration files are located in theCognos_location/configuration directory. The following is an example of the filename format:

coglocale_200811231540.xml

The runtime log files

Besides the cogserver.log file, you can configure other log files to receive logmessages from the log server, and record information after you start the IBMCognos service. They are located in the Cognos_location/logs directory. If youconfigured other destinations for log messages, check the appropriate file ordatabase.

You can also use a command line option to create an error log.

Some log messages indicate problems. Most messages provide information only,but others can help you to diagnose problems in your runtime environment.


The gateway log file

The gateways record errors in the gateway log file, which is located in theCognos_location/logs directory. You can use the gateway log file to troubleshootproblems that prevent the gateway from processing requests or from usingencryption. Symptoms of these problems are as follows:v user IDs and passwords do not workv single signon does not workv the dispatcher is running but users receive the following error message:

The IBM Cognos BI server is not available

The gateway log file uses the following naming format, where gateway_interface iscgi, mod (Apache 1.3 module), mod2 (Apache 2.0 module), or isapi.

gwgateway_interface.log (for example, gwcgi.log)

The uninstallation log file

This file records the activities that the Uninstall wizard performed whileuninstalling files. The log file is named cognos_uninst_log.htm and is located inthe Temp directory.

The silent mode log file

This file records the activities that IBM Cognos Configuration performed whilerunning in silent mode. This log file is named cogconfig_response.csv and islocated in the Cognos_location/logs directory.

Windows Event Viewer

Windows Event Viewer provides information about program, security, and systemevents. For example, if the IBM Cognos service fails to start, this fact is recorded inthe event log.

For information about how to use Windows Event Viewer, see the Windows help.

Microsoft Internet Information Services (IIS) log file

This file records Microsoft Internet Information Services (IIS) activities. The log fileis found in the Cognos_location/windows/system32/logFiles/W3SVC1 directory. Youcan use this log file to troubleshoot problems related to your IIS Web server. Forexample:v Code 404 is a page not found error.

Your virtual directory may not be configured correctly.v Code 304 is a security credential error.

Your directory security may not be configured correctly.v Code 200 indicates that IIS is working correctly.

The problem you are encountering is not related to your IIS Web server.

For more information, see the Microsoft Internet Information Services help.


Problems with Cognos BIFor help resolving issues with IBM Cognos Business Intelligence, see the IBMCognos Business Intelligence Installation and Configuration Guide.


Appendix. Accessibility features

Accessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products.

Keyboard shortcuts for the installation wizardKeyboard shortcuts, or shortcut keys, provide you with an easier and often fastermethod of navigating and using software.

The installation wizard uses standard Microsoft Windows operating systemnavigation keys in addition to application-specific keys.

Note: The keyboard shortcuts are based on US standard keyboards.

The following table lists the keyboard shortcuts that you can use to perform someof the main tasks in the License Agreement page of the installation wizard.

Table 7. Keyboard shortcuts for the License Agreement page

To do this Press

Accept the license agreement Alt+A

Decline the license agreement Alt+D

Quit the installation wizard Alt+X

The following table lists the keyboard shortcuts that you can use to perform someof the main tasks in the installation wizard on the Windows operating system.

Table 8. Keyboard shortcuts for the Windows version of the installation wizard

To do this Press

Move to the next field on a page Tab

Return to the previous field on a page Shift+Tab

Close the installation wizard Alt+F4

Move to the next configuration step Alt+N

Return to the previous configuration step Alt+B

Move to the next selection in a list Down arrow

Move to the previous selection in a list Up arrow

The following table lists the keyboard shortcuts you can use to perform some ofthe main tasks in the installation wizard on the UNIX or Linux operating system.

Table 9. Keyboard shortcuts for the UNIX or Linux versions of the installation wizard

To do this Press

Move to the next field on a page Tab

Return to the previous field on a page Shift+Tab

Close the installation wizard Alt+F4

Move to the next selection in a list Down arrow


Table 9. Keyboard shortcuts for the UNIX or Linux versions of the installationwizard (continued)

To do this Press

Move to the previous selection in a list Up arrow

IBM and accessibilitySee the IBM Accessibility Center for more information about the commitment thatIBM has to accessibility.

The IBM Accessibility Center is available online at http://www.ibm.com/able.


http://www.ibm.com/able

Notices

This information was developed for products and services offered worldwide.

IBM may not offer the products, services, or features discussed in this document inother countries. Consult your local IBM representative for information on theproducts and services currently available in your area. Any reference to an IBMproduct, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product,program, or service that does not infringe any IBM intellectual property right maybe used instead. However, it is the user's responsibility to evaluate and verify theoperation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matterdescribed in this document. The furnishing of this document does not grant youany license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBMIntellectual Property Department in your country or send inquiries, in writing, to:

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The following paragraph does not apply to the United Kingdom or any othercountry where such provisions are inconsistent with local law: INTERNATIONALBUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS"WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED,INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OFNON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULARPURPOSE. Some states do not allow disclaimer of express or implied warranties incertain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors.Changes are periodically made to the information herein; these changes will beincorporated in new editions of the publication. IBM may make improvementsand/or changes in the product(s) and/or the program(s) described in thispublication at any time without notice.

Any references in this information to non-IBM Web sites are provided forconvenience only and do not in any manner serve as an endorsement of those Websites. The materials at those Web sites are not part of the materials for this IBMproduct and use of those Web sites is at your own risk.


IBM may use or distribute any of the information you supply in any way itbelieves appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purposeof enabling: (i) the exchange of information between independently createdprograms and other programs (including this one) and (ii) the mutual use of theinformation which has been exchanged, should contact:

IBM Software GroupAttention: Licensing3755 Riverside DrOttawa, ON K1V 1B7Canada

Such information may be available, subject to appropriate terms and conditions,including in some cases, payment of a fee.

The licensed program described in this document and all licensed materialavailable for it are provided by IBM under terms of the IBM Customer Agreement,IBM International Program License Agreement or any equivalent agreementbetween us.

Any performance data contained herein was determined in a controlledenvironment. Therefore, the results obtained in other operating environments mayvary significantly. Some measurements may have been made on development-levelsystems and there is no guarantee that these measurements will be the same ongenerally available systems. Furthermore, some measurements may have beenestimated through extrapolation. Actual results may vary. Users of this documentshould verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers ofthose products, their published announcements or other publicly available sources.IBM has not tested those products and cannot confirm the accuracy ofperformance, compatibility or any other claims related to non-IBM products.Questions on the capabilities of non-IBM products should be addressed to thesuppliers of those products.

All statements regarding IBM's future direction or intent are subject to change orwithdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily businessoperations. To illustrate them as completely as possible, the examples include thenames of individuals, companies, brands, and products. All of these names arefictitious and any similarity to the names and addresses used by an actual businessenterprise is entirely coincidental.

If you are viewing this information softcopy, the photographs and colorillustrations may not appear.


Trademarks

IBM, the IBM logo, ibm.com, and Cognos are trademarks or registered trademarksof International Business Machines Corp., registered in many jurisdictionsworldwide. Other product and service names might be trademarks of IBM or othercompanies. A current list of IBM trademarks is available on the Web at “ Copyrightand trademark information ” at www.ibm.com/legal/copytrade.shtml.

The following terms are trademarks or registered trademarks of other companies:v Microsoft, Windows, Windows NT, and the Windows logo are trademarks of

Microsoft Corporation in the United States, other countries, or both.v Linux is a registered trademark of Linus Torvalds in the United States, other

countries, or both.v UNIX is a registered trademark of The Open Group in the United States and

other countries.v Java and all Java-based trademarks and logos are trademarks of Sun

Microsystems, Inc. in the United States, other countries, or both.

Notices 79

http://www.ibm.com/legal/copytrade.shtml

http://www.ibm.com/legal/copytrade.shtml

Index

Special charactersIBM Cognos Adaptive Warehouse Framework Runtime

environment variables 30

Numerics64-bit installations 13

Aaccess control

security 44accessibility features 75Adaptive Analytics

uninstalling 46, 47application content files

installing 57uninstalling 57

authorsadding members 44

Ccharts

changing 43Cognos Adaptive Analytics

installing 49installing on UNIX or Linux operating systems 41installing on Windows 40testing 46uninstalling on Windows operating systems 53upgrading 25, 27

Cognos Adaptive Warehouseconfiguring 52installing 49installing on Windows operating systems 49testing 53uninstalling 53uninstalling on Windows operating systems 53upgrading 26, 27

Cognos Adaptive Warehouse Runtimeinstalling 49installing on UNIX or Linux 50uninstalling on UNIX 54uninstalling on Windows operating systems 53

Cognos Analytic Applicationsconfiguring 35installing 35upgrading 22

Cognos BI Reportingconfiguring 37upgrading 25, 27

compression utility for SAP servers 61configuring

Cognos Adaptive Warehouse 52Cognos Analytic Applications 35Cognos BI Reporting 37

CQEConfig.xml 37

Ddata warehouses 32

on UNIX operating systems 33on Windows 32

databases supported 29distribution options 13

all components on one computer 14application tier components and Content Manager on

different computers 19gateways on different computers 18more than one Content Manager 20

Eenvironment preparation 29environment variables

IBM Cognos Adaptive Warehouse Framework Runtime 30to use scripts in DB2 30to use scripts in Oracle 31

environments supported 30

IIBM Cognos Adaptive Warehouse Runtime

installing on Windows operating systems 50installation options

See also distribution optionsall Cognos BI Reporting components on one computer 17Cognos Adaptive Warehouse and Cognos BI Reporting on

different computers 15Cognos BI Reporting components on different

computers 17installing

application content files 57Cognos Adaptive Analytics 49Cognos Adaptive Analytics on UNIX or Linux operating

systems 41Cognos Adaptive Analytics on Windows 40Cognos Adaptive Warehouse 49Cognos Adaptive Warehouse Framework Runtime 49Cognos Adaptive Warehouse Framework Runtime on

UNIX or Linux 50Cognos Adaptive Warehouse on Windows operating

systems 49Cognos Analytic Applications 35overview 9SAP compression utility 61SAP compression utility on UNIX operating systems 62SAP compression utility on Windows 62SAP gateway functions on UNIX operating systems 59SAP gateway functions on Windows 60SAP interface files 59SAP interface files on UNIX operating systems 60SAP interface files on Windows 61service packs 35service packs on UNIX or Linux 36service packs on Windows 35updaters 35updaters on UNIX or Linux 36updaters on Windows 35


Kkeyboard shortcuts 75

Llog files 71

Ooperating systems supported 29

Qqpf_config.xml 38

Rrelease notes

reviewing 29

SSAP

access permissions 62applying gateway functions and content interface files 61installing compression utility 61installing compression utility on UNIX operating

systems 62installing compression utility on Windows 62installing gateway functions on UNIX operating

systems 59installing gateway functions on Windows 60installing interface files 59installing interface files on UNIX operating systems 60installing interface files on Windows 61

securityadding members to the statistics author role 44controlling access 44setting access to secured functions and features 45

service packsinstalling 35installing on UNIX or Linux 36installing on Windows 35

shortcut keys 75system requirements 29

Ttesting the installation and configuration

of Cognos Adaptive Analytics 46of Cognos Adaptive Warehouse 53

troubleshooting 65contacting IBM 68fixes 68receiving information from IBM support 69sending information to IBM support 69support updates 70

Uuninstalling 53

Adaptive Analytics 46, 47application content files 57Cognos Adaptive Analytics on Windows operating

systems 53Cognos Adaptive Warehouse 53Cognos Adaptive Warehouse on Windows operating

systems 53Cognos Adaptive Warehouse Runtime on UNIX 54Cognos Adaptive Warehouse Runtime on Windows

operating systems 53updaters

installing 35installing on UNIX or Linux 36installing on Windows 35

upgradingCognos Adaptive Analytics 25, 27Cognos Adaptive Warehouse 26, 27Cognos Analytic Applications 22Cognos BI Reporting 25, 27
