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IBM Cognos Disclosure Management Version 10.2.5 Administration Guide IBM
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Page 1: IBM Cognos Disclosure Management Version 10.2.5 ...public.dhe.ibm.com/software/data/cognos/...IBM Cognos Disc losure Mana gement V ersion 10.2.5 Administra tion Guide IBM

IBM Cognos Disclosure ManagementVersion 10.2.5

Administration Guide

IBM

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NoteBefore using this information and the product it supports, read the information in “Notices” on page 195.

Product Information

This document applies to Cognos Disclosure Management Version 10.2.5 and may also apply to subsequent releases.

Licensed Materials - Property of IBM

© Copyright IBM Corporation 2010, 2015.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

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Contents

Introduction to IBM Cognos Disclosure Management Administration Guide . . . . .. ix

Chapter 1. What's new . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1New features in IBM Cognos Disclosure Management Version 10.2.5 . . . . . . . . . . . . . . .. 1New features in IBM Cognos Disclosure Management Version 10.2.4 . . . . . . . . . . . . . . .. 2New features in IBM Cognos Disclosure Management Version 10.2.3.1 . . . . . . . . . . . . . . .. 2New features in IBM Cognos Disclosure Management Version 10.2.3 . . . . . . . . . . . . . . .. 2New features in IBM Cognos Disclosure Management Version 10.2.2.1 . . . . . . . . . . . . . . .. 4New features in IBM Cognos Disclosure Management Version 10.2.2 . . . . . . . . . . . . . . .. 5New features in IBM Cognos Disclosure Management Version 10.2.1 . . . . . . . . . . . . . . .. 6

Chapter 2. Overview of IBM Cognos Disclosure Management. . . . . . . . . . . .. 9Functionality of IBM Cognos Disclosure Management . . . . . . . . . . . . . . . . . . . .. 9Typical report examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10

Statutory reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10Corporate and industry reporting . . . . . . . . . . . . . . . . . . . . . . . . . .. 11Internal reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11

Chapter 3. Basic concepts . . . . . . . . . . . . . . . . . . . . . . . . . .. 13Report overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 13

User Object Summary tab . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 13Opening a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 14

Report object overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 15Workflow and auditing overview . . . . . . . . . . . . . . . . . . . . . . . . . . .. 15Data source overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 16Query overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 16Checklist overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 16Tasks and task list overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17Dashboard overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17Desktop publishing overview . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18Bidirectional language overview . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18

Selecting the base text direction for Arabic or Hebrew . . . . . . . . . . . . . . . . . . .. 19Selecting digit shaping for Arabic . . . . . . . . . . . . . . . . . . . . . . . . . .. 20

EDGAR HTML overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 21

Chapter 4. Getting started . . . . . . . . . . . . . . . . . . . . . . . . . .. 23Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 23Logging in to IBM Cognos Disclosure Management . . . . . . . . . . . . . . . . . . . . .. 23

Chapter 5. Report creation and design . . . . . . . . . . . . . . . . . . . . .. 25Report groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25

Adding a report group . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25Renaming a report group . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 25Deleting a report group . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 26

The report building process . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 26Adding a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 26Using the rollforward and cascade features to reuse existing reports . . . . . . . . . . . . . .. 27Editing the properties of a report . . . . . . . . . . . . . . . . . . . . . . . . . .. 28Refreshing a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 29Including or excluding report objects in a generated report . . . . . . . . . . . . . . . . .. 29Deleting a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 30

Report objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 31Adding a report object to a report . . . . . . . . . . . . . . . . . . . . . . . . . .. 31Pushing report objects down to cascaded reports . . . . . . . . . . . . . . . . . . . . .. 31

© Copyright IBM Corp. 2010, 2015 iii

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Changing the order of report objects in a report . . . . . . . . . . . . . . . . . . . . .. 32Associating a report object with a custom group . . . . . . . . . . . . . . . . . . . . .. 33Deleting a report object from a report . . . . . . . . . . . . . . . . . . . . . . . .. 34

Report object templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 34Exporting a report object template . . . . . . . . . . . . . . . . . . . . . . . . . .. 35Updating a report object template in IBM Cognos Disclosure Management . . . . . . . . . . . .. 35Applying the default setting to a report object template . . . . . . . . . . . . . . . . . .. 35

Shared objects and reference objects . . . . . . . . . . . . . . . . . . . . . . . . . .. 36Shared objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 37Reference objects and copy objects. . . . . . . . . . . . . . . . . . . . . . . . . .. 38Unshared objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 40Cascaded reports and shared objects . . . . . . . . . . . . . . . . . . . . . . . . .. 41

Exhibits and supporting documents . . . . . . . . . . . . . . . . . . . . . . . . . .. 42Adding and generating an exhibit . . . . . . . . . . . . . . . . . . . . . . . . . .. 42Adding and generating a supporting document . . . . . . . . . . . . . . . . . . . . .. 43

Blank report sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 43Adding a blank section to a report . . . . . . . . . . . . . . . . . . . . . . . . .. 43Deleting a blank section from a report . . . . . . . . . . . . . . . . . . . . . . . .. 44

Report format and print settings . . . . . . . . . . . . . . . . . . . . . . . . . . .. 44Applying page setup formatting in a report . . . . . . . . . . . . . . . . . . . . . .. 44Excluding a report object from the common format in a report . . . . . . . . . . . . . . . .. 46Starting and resetting page numbering in a report . . . . . . . . . . . . . . . . . . . .. 47Starting and resetting headers and footers in a report . . . . . . . . . . . . . . . . . . .. 49Inserting row and page breaks between report objects in a report . . . . . . . . . . . . . . .. 50

Report snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 51Adding a snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 51Viewing a snapshot. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 52Using snapshots to compare versions of a report or report object . . . . . . . . . . . . . . .. 52Deleting a snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 53

Report output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 53Previewing an Excel object . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 54Generating report output . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 55

Report export and import . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 57Exporting a report that was created and tagged against a taxonomy . . . . . . . . . . . . . .. 58Importing an exported report . . . . . . . . . . . . . . . . . . . . . . . . . . .. 59

Chapter 6. Workflow and auditing . . . . . . . . . . . . . . . . . . . . . . .. 61Workflow states . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 62

Adding a workflow state . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 62Setting attributes for a workflow state . . . . . . . . . . . . . . . . . . . . . . . .. 63Editing a workflow state . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 64Deleting a workflow state . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 64

Workflow templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 65Adding a workflow template . . . . . . . . . . . . . . . . . . . . . . . . . . .. 65Assigning users or user groups to a workflow template . . . . . . . . . . . . . . . . . .. 66Deleting a workflow template . . . . . . . . . . . . . . . . . . . . . . . . . . .. 66

Object-level workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 67Customizing a workflow assigned to a report object . . . . . . . . . . . . . . . . . . . .. 67Assigning report objects to a user or user group in a workflow process . . . . . . . . . . . . .. 68Reusing a workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 69Defining workflow rules for object-level workflows . . . . . . . . . . . . . . . . . . . .. 70

Report-level workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 72Making report objects not editable . . . . . . . . . . . . . . . . . . . . . . . . . .. 72Locking a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 72

Email notification for workflow processes . . . . . . . . . . . . . . . . . . . . . . . .. 73Configuring the email notification template for a workflow . . . . . . . . . . . . . . . . .. 73Enabling and configuring email notification for a workflow . . . . . . . . . . . . . . . . .. 75Enabling custom email messages in a workflow . . . . . . . . . . . . . . . . . . . . .. 76

Progress reports, audit trails, and workflow assignment reports . . . . . . . . . . . . . . . . .. 76Creating a progress report . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 77Viewing an audit trail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 77

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Creating a workflow assignment report . . . . . . . . . . . . . . . . . . . . . . . .. 78

Chapter 7. Data sources . . . . . . . . . . . . . . . . . . . . . . . . . . .. 79Configuring the whitelist element for data sources . . . . . . . . . . . . . . . . . . . . .. 79Configuring Windows authentication . . . . . . . . . . . . . . . . . . . . . . . . . .. 80Adding an OLAP data source . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 80

Connection parameters for Oracle Essbase . . . . . . . . . . . . . . . . . . . . . . .. 82Connection parameters for Microsoft Analysis Services . . . . . . . . . . . . . . . . . . .. 83Connection parameters for IBM Cognos TM1 . . . . . . . . . . . . . . . . . . . . . .. 83

Adding a relational data source. . . . . . . . . . . . . . . . . . . . . . . . . . . .. 85Connection parameters for Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . .. 86Connection parameters for Oracle . . . . . . . . . . . . . . . . . . . . . . . . . .. 87Connection parameters for IBM DB2 for Linux, UNIX, and Windows . . . . . . . . . . . . . .. 88Connection parameters for IBM DB2 for i . . . . . . . . . . . . . . . . . . . . . . .. 88Connection parameters for ODBC . . . . . . . . . . . . . . . . . . . . . . . . . .. 89Connection parameters for OLE DB . . . . . . . . . . . . . . . . . . . . . . . . .. 89

Adding a Microsoft Excel data source . . . . . . . . . . . . . . . . . . . . . . . . .. 89Adding an HFM data source . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 91Adding a Business Intelligence data source . . . . . . . . . . . . . . . . . . . . . . . .. 92Editing a data source connection . . . . . . . . . . . . . . . . . . . . . . . . . . .. 94Deleting a data source connection . . . . . . . . . . . . . . . . . . . . . . . . . . .. 95Expiration policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 95

Adding an expiration policy . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 96Editing an expiration policy . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 97Deleting an expiration policy . . . . . . . . . . . . . . . . . . . . . . . . . . .. 97

Chapter 8. Data queries . . . . . . . . . . . . . . . . . . . . . . . . . . .. 99OLAP data queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 99

Adding an OLAP data query with custom data . . . . . . . . . . . . . . . . . . . . .. 99Searching for members of a dimension in an OLAP data query. . . . . . . . . . . . . . . .. 101Adding an OLAP data query with predefined views . . . . . . . . . . . . . . . . . . .. 102Specifying how an OLAP data query returns missing values . . . . . . . . . . . . . . . .. 103

Adding a relational database query . . . . . . . . . . . . . . . . . . . . . . . . . .. 104Queries and SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 104Query building process . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 107Query parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 108Query properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 110

Adding an external Microsoft Excel file query . . . . . . . . . . . . . . . . . . . . . .. 111Editing a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 112Creating a new data query based on an existing one . . . . . . . . . . . . . . . . . . . .. 112Deleting a query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 113Query variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 113

Application query variables . . . . . . . . . . . . . . . . . . . . . . . . . . .. 114Associating queries with reports . . . . . . . . . . . . . . . . . . . . . . . . . . .. 115

Chapter 9. Checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 117Adding a checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 117Editing a checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 118Deleting a checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 118

Chapter 10. Tasks and task lists . . . . . . . . . . . . . . . . . . . . . . .. 119Creating a task list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 119Adding a task to a task list . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 120Editing a task list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 120Changing the task order in a task list . . . . . . . . . . . . . . . . . . . . . . . . .. 120Deleting a task list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 121Editing a task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 121Linking tasks to report objects . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 122Deleting a task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 122Adding an icon to the icon palette for tasks and task lists . . . . . . . . . . . . . . . . . .. 122

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Chapter 11. Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . .. 125Finding a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 125Fixed dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 125

Report Summary dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . .. 126Excel Analysis dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 127

Custom dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 128Adding a custom dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . .. 129Configuring a variable for a custom dashboard . . . . . . . . . . . . . . . . . . . . .. 129Deleting a custom dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . .. 130

Widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 130Adding widgets to a custom dashboard . . . . . . . . . . . . . . . . . . . . . . .. 131Formatting the header and borders of a widget . . . . . . . . . . . . . . . . . . . . .. 131Displaying data in a grid widget . . . . . . . . . . . . . . . . . . . . . . . . . .. 132Displaying data in a chart widget . . . . . . . . . . . . . . . . . . . . . . . . .. 133Displaying data in a gauge widget . . . . . . . . . . . . . . . . . . . . . . . . .. 135Displaying a graphic in an image widget . . . . . . . . . . . . . . . . . . . . . . .. 136Displaying a website in a widget . . . . . . . . . . . . . . . . . . . . . . . . . .. 136

Chapter 12. Desktop publishing styles . . . . . . . . . . . . . . . . . . . .. 137Importing desktop publishing styles. . . . . . . . . . . . . . . . . . . . . . . . . .. 137Adding a desktop publishing style . . . . . . . . . . . . . . . . . . . . . . . . . .. 138Editing a desktop publishing style . . . . . . . . . . . . . . . . . . . . . . . . . .. 138Deleting a desktop publishing style . . . . . . . . . . . . . . . . . . . . . . . . . .. 139

Chapter 13. Security administration . . . . . . . . . . . . . . . . . . . . . .. 141Users and user groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 141

Adding users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 141Adding user groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 143Importing users and user groups from IBM Cognos Access Manager . . . . . . . . . . . . . .. 144Importing users and user groups from Microsoft Active Directory . . . . . . . . . . . . . . .. 145Associating users with a user group . . . . . . . . . . . . . . . . . . . . . . . . .. 147Temporarily removing a user's access . . . . . . . . . . . . . . . . . . . . . . . .. 147Configuring user display . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 148

Custom groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 148Adding a custom group . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 149Editing a custom group . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 149Deleting a custom group . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 149

Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 150Finding a permission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 151Granting permission to access reports . . . . . . . . . . . . . . . . . . . . . . . .. 151Granting permission to manage reports . . . . . . . . . . . . . . . . . . . . . . .. 153Granting permission to manage security for users and user groups . . . . . . . . . . . . . .. 154Granting permission to manage workflows . . . . . . . . . . . . . . . . . . . . . .. 155Granting permission to manage dashboards . . . . . . . . . . . . . . . . . . . . . .. 157Granting permission to manage notifications . . . . . . . . . . . . . . . . . . . . . .. 157Granting permission to manage checklists . . . . . . . . . . . . . . . . . . . . . . .. 158Granting permission to view the audit trail . . . . . . . . . . . . . . . . . . . . . .. 159Granting permission to manage data . . . . . . . . . . . . . . . . . . . . . . . .. 160Granting permission to manage tasks . . . . . . . . . . . . . . . . . . . . . . . .. 161Granting permission to generate EDGAR HTML . . . . . . . . . . . . . . . . . . . .. 162Granting permissions for desktop publishing styles. . . . . . . . . . . . . . . . . . . .. 162Granting permission to manage report object templates . . . . . . . . . . . . . . . . . .. 163Granting permission to manage variables security . . . . . . . . . . . . . . . . . . . .. 163Overriding user group permissions for a user . . . . . . . . . . . . . . . . . . . . .. 164Removing a user's access to a report. . . . . . . . . . . . . . . . . . . . . . . . .. 166

Account locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 166Configuring account locking . . . . . . . . . . . . . . . . . . . . . . . . . . .. 166Unlocking a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 167

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Appendix A. Accessibility features . . . . . . . . . . . . . . . . . . . . . .. 169Keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 169IBM and accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 170

Appendix B. Configuration settings . . . . . . . . . . . . . . . . . . . . . .. 171Server-specific configuration settings . . . . . . . . . . . . . . . . . . . . . . . . .. 171Client-specific configuration settings. . . . . . . . . . . . . . . . . . . . . . . . . .. 179Logging and tracing configuration settings . . . . . . . . . . . . . . . . . . . . . . .. 180Log settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 180XBRL whitelist configuration settings . . . . . . . . . . . . . . . . . . . . . . . . .. 182

Appendix C. Multiple versions of Microsoft Office. . . . . . . . . . . . . . . .. 183Effect of multiple versions of Microsoft Office if you use Microsoft Office 2003 . . . . . . . . . . .. 183Effect of multiple versions of Microsoft Office if you use Microsoft Office 2007, 2010 or 2013 . . . . . . .. 189Enforcement of a Microsoft Office version . . . . . . . . . . . . . . . . . . . . . . . .. 193

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 195

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 199A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 199B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 199C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 199D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 200E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 200F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201P . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 201Q . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 202R . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 202S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 202T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 202U . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 203V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 203W . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 203X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 203

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 205

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Introduction to IBM Cognos Disclosure ManagementAdministration Guide

The IBM Cognos Disclosure Management Administration Guide describes how toperform administrative tasks in IBM

®

Cognos®

Disclosure Management.

Cognos Disclosure Management is a unified financial governance solution thatfocuses on improving financial processes and controls, particularly in the finalstages before disclosure. It helps the finance department improve the timelinessand quality of financial management processes and reporting. Cognos DisclosureManagement also facilitates audits, extends enterprise resource planning (ERP)transactional controls, and improves financial risk management.

Audience

The IBM® Cognos® Disclosure Management Administration Guide is intended forindividuals working in the Office of Finance, who need to create, manage, andadminister financial reports and workflows that are created with CognosDisclosure Management. In addition to administrators, users who have beengranted various permissions can perform the administrative tasks in this guide. Touse this guide, you should have experience in developing financial reports forregulatory submission.

Finding information

To find information on the web, including all translated documentation, access IBMKnowledge Center (http://www.ibm.com/support/knowledgecenter).

Publication date

This document was published on December 3, 2015.

Accessibility features

Accessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products. IBM CognosHTML documentation has accessibility features. PDF documents are supplementaland, as such, include no added accessibility features. For information about thesefeatures, see Appendix A, “Accessibility features,” on page 169 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.

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Samples disclaimer

The Sample Outdoors Company, Great Outdoors Company, GO Sales, anyvariation of the Sample Outdoors or Great Outdoors names, and Planning Sampledepict fictitious business operations with sample data used to develop sampleapplications for IBM and IBM customers. These fictitious records include sampledata for sales transactions, product distribution, finance, and human resources.Any resemblance to actual names, addresses, contact numbers, or transactionvalues is coincidental. Other sample files may contain fictional data manually ormachine generated, factual data compiled from academic or public sources, or dataused with permission of the copyright holder, for use as sample data to developsample applications. Product names referenced may be the trademarks of theirrespective owners. Unauthorized duplication is prohibited.

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Chapter 1. What's new

The What's new section contains a list of new, changed, and deprecated installationand configuration features for this release. It also contains a cumulative list ofsimilar information for previous releases. It will help you plan your upgrade andapplication deployment strategies and the training requirements for your users.

For information about upgrading, see the installation and configuration guide foryour product. To review an up-to-date list of environments supported by IBMCognos products, including information on operating systems, patches, browsers,Web servers, directory servers, database servers, and application servers, visit IBMKnowledge Center (http://www.ibm.com/support/knowledgecenter).

New features in IBM Cognos Disclosure Management Version 10.2.5IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

Manage variable security

The use of variables can be restricted for specific users. The Insert Variable windowfilters out the variables they are not allowed to add in a report.

Adding or modifying attachment comments

In a report you can add a comment to an attachment or modify existing comments.

Account locking

Depending on security set by the administrator, if a user enters an incorrect nameor password, they might have to wait for a period before attempting another log inor their account can be locked immediately.

Navigate to a data query

When inserting a data query into an Excel report object, you can specify a namedrange for the query. When managing data queries, you can select the named rangeto quickly navigate to that data query in the current report. You can also navigatequickly to a data query's properties in Administration.

Change references when performing a rollforward or cascade ofa report

You can change the source of reference report objects when performing arollforward or cascade of a report.

User display

The CDM.config file can be configured to display any or all of the user's DisplayName, the User Name that was entered when the user was added, or the Sourcefrom which the user name was imported if the user was imported.Related information:

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“Granting permission to manage variables security” on page 163You can manage variable security by restricting the use of a one or more reportvariables.

New features in IBM Cognos Disclosure Management Version 10.2.4IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

Cognos Business Intelligence refresh

If you have Excel objects with Cognos Business Intelligence content, you can nowdefine a Cognos Business Intelligence data source in Cognos DisclosureManagement to refresh your Cognos for Microsoft Office data, such as crosstabs,charts, lists, and images.Related information:“Adding a Business Intelligence data source” on page 92You can define an IBM Cognos Business Intelligence data source that allows you torefresh IBM Cognos for Microsoft Office data, such as cross-tabs, charts, lists, andimages, in your Excel report objects.

New features in IBM Cognos Disclosure Management Version 10.2.3.1IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

EDGAR HTML content moved to IBM Cognos DisclosureManagement User Guide

You can use the EDGAR HTML tools in Cognos Disclosure Management topreview and adjust the HTML file that you plan to submit to the Electronic DataGathering, Analysis, and Retrieval (EDGAR) system. In previous versions ofCognos Disclosure Management documentation, the information for EDGARHTML appeared in a separate guide titled IBM Cognos Disclosure ManagementEDGAR. In Version 10.2.3.1, that information has been moved into a new EDGARHTML chapter in the IBM Cognos Disclosure Management User Guide, and theseparate guide no longer exists.

Load balancing

The IBM Cognos Disclosure Management Installation Guide contains new informationon how to balance application requests across multiple servers to improve serverutilization and availability.

Using a report object variable to create a data reference in areferenced object

In Cognos Disclosure Management, a ##S variable in a referenced object can nowbe used to define ##D variables in a report.

New features in IBM Cognos Disclosure Management Version 10.2.3IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

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Support for DB2® for i

DB2 for i can now be used as an external data repository.

Support for Cognos Disclosure Management Cloud on SoftLayer

Cognos Disclosure Management can now be hosted on the SoftLayer platform.

Connecting to an ODBC or OLE DB x64 data source defined onthe server

You can now connect to an ODBC or OLE DB x64 data source defined on theserver.

Migration

You can choose to migrate your Cognos FSR database to a IBM Cognos DisclosureManagement database that is deployed on DB2. You can also migrate andconsolidate multiple Cognos FSR databases into one Cognos DisclosureManagement database

Searching for Active Directory users and user groups

You can now use a search field when importing Active Directory users and usergroups. This feature is helpful if you have domains with large numbers of users.

Searching for report objects

You can now use a search field to search for a complete or partial name of a reportobject. This feature is helpful if your report contains a large number of reportobjects.

Searching for OLAP dimension members

You can search for dimension members when you are creating or editing an OLAPquery. This feature is helpful if you have dimensions with a large number ofmembers.

Fitting Excel content into generated reports

You can see a preview of an Excel object before you generate your report, so thatyou can be sure that your Excel content fits as expected.

Pasting properties to multiple report objects

You can now copy a property from one report object, and paste it into multiplereport objects at the same time. This feature is helpful in situations such aschanging an effective date for a large number of report objects all at once.

More information about report objects that are checked out

You can now see which user has checked out a particular report object, and youcan see which report objects are checked out to you in the current session.

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Source information about reference objects

You can see additional helpful information when you hover over a reference objectin the report object tree as well as in the Object Properties window. You can alsoopen the source of the reference object by right-clicking the reference object.

Creating a new query from an existing one

You can now create a new data query from an existing one. This feature isparticularly helpful if you need to create a large number of data queries.

Generating exhibits and supporting documents together

You now have more options in the way that you can generate exhibits andsupporting documents.

Dynamic due dates for report objects

Due dates now change automatically when you perform a roll-forward.

Assigning new or imported objects automatically to the customgroup or groups used when opening the report

New or imported report objects, including referenced and shared report objects, arenow automatically assigned to the custom group or groups that are used whenopening the report.

Inserting hyperlinks to charts, tables, and pictures automatically

You can now insert a chart variable into a report object without having tomanually enter the chart's hyperlink.

Opening report objects containing variables listed in theReference Variables and Orphan Variables windows

You can now select a reference or chart variable and directly open the report objectin which it is contained.

New features in IBM Cognos Disclosure Management Version 10.2.2.1IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

Desktop publishing

If you use desktop publishing applications such as Adobe InDesign to add specialformatting to your reports, you need desktop publishing styles to represent thatformatting. You can create styles in Cognos Disclosure Management, or you canimport styles from your desktop publishing application. After you create or importyour desktop publishing styles, you can use them to add tags to specific content inExcel and Word objects.

Windows authentication

You can now use Windows authentication when you log in to Cognos DisclosureManagement.

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Language and culture selection for a report output

You can specify the culture to be considered for date, number, and currencyformats for a report output. The culture is in the form of language and regionalsettings that are applied to Excel objects in the generated report. The setting isavailable for the following report output types: Microsoft Word, MicrosoftPowerPoint, Adobe PDF, and EDGAR HTML.

Generation of Excel objects in a report output

You can select the print ranges of all or some Excel objects that you want toinclude in an Excel report output. You can also specify the number of worksheetsin each generated workbook.

Auto-login for Oracle Hyperion Smart View

If you use a Hyperion Financial Management (HFM) data source with CognosDisclosure Management, you can now set up your data source to allow users tolog in automatically in Oracle Hyperion Smart View.

Report object templates

You can define your own report object templates, and you can export and importthem. You can also prevent changes to the templates based on the ManageResources application permission.

New features in IBM Cognos Disclosure Management Version 10.2.2IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

Tuples

A tuple is an XML structure that is used to group concepts in an XBRL taxonomythat must be understood together. Cognos Disclosure Management XBRL Version10.2.2 now has the ability to create and manage XBRL tuples when you build aninstance document for a taxonomy that includes tuples.

Inline XBRL

Inline XBRL is a standard for embedding XBRL fragments into an HTMLdocument. Cognos Disclosure Management XBRL Version 10.2.2 now has theability to generate these types of documents.

HMRC validation

In Cognos Disclosure Management XBRL Version 10.2.2, XBRL submissions forHMRC filers can be validated against SureFile from within the Cognos DisclosureManagement XBRL application.

Support for bidirectional languages

The term bidirectional pertains to scripts such as Arabic and Hebrew that generallyrun from right to left, except for numbers, which run from left to right. CognosDisclosure Management Version 10.2.2 is now available with Arabic and Hebrewuser interfaces, as well as the ability to generate reports in Arabic and Hebrew.

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Generation of charts as images or objects

When you generate a report in Cognos Disclosure Management Version 10.2.2, youcan now choose whether you want to generate charts as images or as objects. Ifyou choose to generate as an image, it might take less time to process your report,and this option might result in better rendering of advanced chart types such as3D charts and rounded edges.

Improved ease of insertion of reference variables

In Cognos Disclosure Management Version 10.2.2, you can now click a button onthe Report Object tab Ribbon to automate the procedure when you must insert alarge number of reference variables into a report.

Improvement to import and export capabilities

Cognos Disclosure Management Version 10.2.2 now has the ability to import andexport data sources and data queries along with the report that uses them.

Migration from Cognos Financial Statement Reporting Version6.6.1 to IBM

®

Cognos®

Disclosure Management Version 10.2.2

This standalone migration utility enables existing customers of Cognos FinancialStatement Reporting (FSR) to migrate their existing reports and report objectinformation to Cognos Disclosure Management XBRL. For more information aboutthe scope of this utility, see Migrating from IBM Cognos FSR 6 to IBM CognosDisclosure Management 10.2.2.

New features in IBM Cognos Disclosure Management Version 10.2.1IBM

®

Cognos®

Disclosure Management includes features that were added since thelast release.

Object security

The following object security features have been added to this version of CognosDisclosure Management.

Object filter by Workflow AccessThis feature filters report objects based on the user's workflow visibilitypermission. Depending on permissions, a particular user might or mightnot see certain report objects in the report object tree. This functionalityprovides an additional layer of security to ensure that users withoutrelevant permissions cannot see or modify the underlying report objectcontent.

Conditional WorkflowThis feature enables users to progress to a particular state in a workflow,depending on a workflow rule. If the rule is evaluated as false, which isrepresented by the numeric digit of 0, the user can move the report objectto the next workflow state. Otherwise, the report object stays in its currentworkflow state.

Resolve variables

This feature enables users to see the resolved values of ##D and ##GD variablesquickly, without having to generate a report. For users to see the resolved values of

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such variables, the report object that contains the variables must be checked in.

Data collection

This feature allows users to write back data to an OLAP source such as CognosTM1® or Oracle Essbase. With the presence of this feature, all offline schedules anddata can be centralized into a repository for quick access and reporting.

Cognos TM1 integration

The following Cognos TM1 integration features have been added to this version ofCognos Disclosure Management.

TM1 ViewsThis feature enables users to create queries based on existing predefinedviews within Cognos TM1.

CAM User AuthenticationThis functionality enables the credentials of users who are logged in to bepassed to Cognos TM1 for authentication. The results of queries areretrieved based on the supplied credentials.

Migration from Cognos Financial Statement Reporting Version6.6.1 to IBM

®

Cognos®

Disclosure Management Version 10.2.1

This standalone migration utility enables existing customers of Cognos FinancialStatement Reporting (FSR) to migrate their existing reports and report objectinformation to Cognos Disclosure Management. For more information about thescope of this utility, see Migrating from IBM Cognos FSR 6 to IBM Cognos DisclosureManagement 10.2.1.

Installer

The installer has been enhanced to allow the deployment of the product to anempty database and the existing or new IIS application. The XBRL and EDGARHTML functionality has been incorporated into the installer to provide a seamlessexperience. The installer requires a valid license key to install XBRL or EDGARHTML functionality.

Expiration policies

Expiration policies have been enhanced for data sourcing to provide a seamlessexperience when users create or modify policies.

Open report object from email notification

This feature enables users to open report objects by clicking a link in an externaltool such as an email message. If Cognos Disclosure Management is installed onthe user's computer, the user can open the application and the relevant reportobject by simply clicking the link.

XBRL

IBM®

Cognos®

Disclosure Management XBRL is a unified financial governancesolution that focuses on improving financial processes and controls, particularly inthe final stages before disclosure. It automates the process of eXtensible BusinessReporting Language (XBRL) tagging for compliance with the Security Exchange

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Commission mandate as well as other XBRL mandates around the world.

XET

IBM®

Cognos®

Disclosure Management Extension Taxonomy Editor is a tool forcreating and editing XBRL extension taxonomies. It allows users to quickly create,visualize, and validate XBRL data. Users can work with XBRL data as it is beingcreated and easily collaborate with other users in the creation of an XBRLdisclosure.

EDGAR HTML

Electronic Data Gathering, Analysis, and Retrieval (EDGAR) HTML is a formateditor that helps users convert Word and Excel objects to HTML. Due tolimitations of HTML, the format of converted HTML files might not exactly matchthe format of Excel or Word objects. Users can use the EDGAR HTML feature topreview and edit the appearance of their report after conversion to HTML.

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Chapter 2. Overview of IBM Cognos Disclosure Management

IBM®

Cognos®

Disclosure Management is a corporate reporting solution thatcombines numeric data with other presentation elements. Text and graphics can beused to supplement data in a report.

Many organizations manually produce their external financial reportingdocuments, for example, 10K, 10Q, and Board Books. With Cognos DisclosureManagement, statutory financial reports are dynamically generated from a centraldatabase to produce highly formatted reports complete with appropriatecommentary and supplementary notes.

Cognos Disclosure Management provides a collaborative environment thatincorporates workflow and audit trails to ensure a high degree of data accuracyand to provide better internal controls for corporate governance.

Functionality of IBM Cognos Disclosure ManagementThe IBM

®

Cognos®

Disclosure Management interface is used to produce and outputfinancial reports.

Cognos Disclosure Management contains the following functionality andcapabilities.v Performance. The document rendering mechanism is fast because rendered

output is put into a cache that then is shared by all users working on the samepart of the report.

v Collaboration. Users can check out multiple report objects simultaneously.v Workflow. Users can easily see the status of each part of a financial document

and determine which parts are overdue and who is responsible. Workflowincludes automatic email notification to quickly contact the persons responsiblefor items that are overdue.

v Internal control. Cognos Disclosure Management provides a comprehensive setof internal controls to ensure that the proper steps are followed in the creation,submission, and approval of each document.

v Audit trail. Users can easily compare any two versions of the document to seewhat was changed, who changed it, and when it was changed. Audit trails aredivided into the following sections:– Login audit: Records every authentication request to the Cognos Disclosure

Management database via the web service– Report properties: Records any changes that have occurred in a report– Report object properties: Records any changes that have occurred in an object

v Data Sourcing. This feature provides an easy-to-use method to pull data fromvarious data sources including the leading ERP systems, the leadingconsolidation systems, relational databases, OLAP databases, and MicrosoftExcel.

v Ease of use. If users already know how to use Microsoft Excel, Microsoft Word,and Microsoft PowerPoint, using Cognos Disclosure Management is intuitiveand easy. It provides a user interface that leverages all the calculation abilities ofExcel, the formatting capabilities of Word, and the presentation abilities ofPowerPoint.

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v Data collection for operational data. Cognos Disclosure Management providesfunctionality so that the user can write back to Cognos TM1 for data collection.External financial documents often include data that might not exist in your ERPor consolidation system.

v User security. Cognos Disclosure Management provides controlled access tosensitive information and helps to maintain privacy.

v Business rules and validation. In some organizations, data might come fromvarious sources. Cognos Disclosure Management business rules ensure thatsummary data in one area of the document always ties to detailed data thatexists elsewhere in the document.

v PowerPoint integration. Users can create PowerPoint objects to outputpresentations using existing data in the report.

v Report and Object level commentary. Gives users insight on the creation processfor reports and report objects.

v Dashboards. Users can present financial information in the form of charts,graphs, and grids by creating widgets in the dashboard.

v Integration with IBM and IBM Cognos products.v Single sign-on. Ability to support Single sign-on via Cognos Access Manager

(CAM).

Typical report examplesYou can use IBM

®

Cognos®

Disclosure Management to create various financialreports for internal or external publication for any organization.

Corporate and regulatory reports often contain repetitive sections that aretime-consuming to reproduce and manage with consistency. Cognos DisclosureManagement enables such reports to be used as templates, which can simplify andaccelerate the process of submitting reports.

Statutory reportingIn many countries or regions, federal securities laws require publicly tradedcompanies to disclose information on an ongoing basis. You can use IBM

®

Cognos®

Disclosure Management to prepare statutory reports.

US regulatory reporting: 10-K, 10-Q, and 20-F

Regulatory bodies such as the Securities and Exchange Commission (SEC) requirebusinesses to submit annual reports on Form 10-K, and quarterly reports on Form10-Q for specified events. Businesses must comply with various other disclosurerequirements. Foreign issuers must use Form 20-F to meet disclosure requirements.

The annual report on Form 10-K provides a comprehensive overview of thecompany's business and financial condition and includes audited financialstatements. The annual report on Form 10-K is distinct from the annual report toshareholders.

Form 10-Q includes unaudited financial statements and provides a continuing viewof the company's financial position during the year. The report must be filed foreach of the first three quarters of the company's fiscal year.

Form 20-F is a comprehensive core disclosure document that foreign private issuersmust file annually with the SEC to register securities when they are offered in theUS.

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Exhibits specifically refer to attachments that the SEC officially defines in its rulesand regulations. The SEC might require one or more exhibits to be included with a10-K or 10-Q filing.

Canadian regulatory reporting: annual reports and MD&A

In Canada, public and privately owned corporations are required to produceannual reports and to disclose important events that affect the business inManagement Discussion and Analysis (MD&A) reports. You can also use CognosDisclosure Management for various other required reports.

UK regulatory reporting: annual reports and Form 363

The EU Transparency Directive is designed to bring all European stock exchangesup to the same level, with a uniform set of rules for Listing and Disclosure thatapply across the European Union. There are more stringent requirements forinterim and annual reports.

In the UK, the Companies House and Financial Services Authority (FSA) requiresbusinesses to submit various reports and forms on a timely basis. For example, theCompanies House requires an Annual Return (Form 363) to update companycontact information, including contact information for corporate executives, and toprovide a statement of principal business activities.

Corporate and industry reportingYou can use IBM

®

Cognos®

Disclosure Management to create standard corporatereports, such as quarterly and annual reports. You can also create industry-specificreports, such as airline industry reports.

Quarterly reports, annual reports, and board books

In general, corporations in different countries and regions are required to producequarterly and annual reports, displaying financial results for the period. CognosDisclosure Management enables consistent report formatting and presentation ofdata.

You can also use Cognos Disclosure Management to create and manage contentrelated to board meeting agenda packets, known as board books.

Airline industry: Form 41

The Form 41 provides valuable information for those who need to analyze andunderstand the US airline industry and its member carriers. Form 41 reports oncarrier costs, operations, profit and loss statements, and balance sheets.

Internal reportingYou can use IBM

®

Cognos®

Disclosure Management to create reports used forinternal control. You can also maintain existing customized reports.

Any report that was built in Microsoft Excel, Microsoft Word, or any presentationbuilt in Microsoft PowerPoint can be created and maintained in Cognos DisclosureManagement. Additional functionality, such as Workflow and Audit Trail, can thenbe applied.

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Chapter 3. Basic concepts

Before you begin to use IBM®

Cognos®

Disclosure Management, you shouldunderstand some basic concepts.

Important: Using Cognos Disclosure Management requires a working knowledgeof Microsoft Excel, Microsoft Word, and Microsoft PowerPoint. The advancedfunctionality for Microsoft products is beyond the scope of this guide; however,some topics are included for your convenience. For more information, seeMicrosoft documentation or Microsoft online help.

Report overviewYou can create reports in IBM

®

Cognos®

Disclosure Management by using the addreport feature, or by using the rollforward or cascade feature.Related tasks:“Adding a report” on page 26You can create a financial report in IBM Cognos Disclosure Management forinternal or external publication. Cognos Disclosure Management can simplify andaccelerate the process of submitting reports.

User Object Summary tabWhen you open a new or existing report in IBM

®

Cognos®

Disclosure Management,you first view it in the User Object Summary tab, which displays informationabout the report as it is completed.

The work area of the User Object Summary tab lists the report objects for whichyou have workflow permission to view or edit. You can review report objects thatyou have checked out or that other users have checked out. You can also viewreport objects checked out by other users for which you have workflowpermission. Double-click a report object in the Navigation pane to open that reportobject.

You can view the following information in the columns of the User ObjectSummary tab area for reports:

Name The user-specified name of each report object in the report.

Document TypeThe purpose of a Word object. For example, if the Word object containspage setup content, the document type is PageSetup.

PrintableThe print setting for the report object. A check mark indicates that theobject is printable. An x indicates that the object is not printable. Only thedocuments and objects marked as Printable will be included in the finalgenerated report.

Report Object Due DateThe date when the report object must be complete, as set by theadministrator.

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Workflow statusThe current workflow state for the report object. The state can be updatedat any time by an administrator or by a valid user in the workflowapproval process.

Workflow Due DateThe deadline for completing the workflow process for the report object, asassigned by the administrator. A deadline is displayed only if theadministrator set a deadline within the workflow process for that reportobject.

Checkout StatusThe checkout state for the report object. An object is checked in or checkedout by the current user or another user. A message appears on your screen,identifying the person who checked out the report object.

You can sort the columns in ascending or descending order by clicking the columnheader.

The following commands are available in the Ribbon for the User ObjectSummary tab:

Table 1. Icons in the Ribbon for the User Object Summary tab

Icon Name Description

Refresh Used to refresh the information in the User ObjectSummary tab.

Open Used to open the report object selected in the work area.

Printable Used to toggle between printable and non-printable for thereport object selected in the work area.

Export List Used to output the information in the User ObjectSummary tab to an Excel spreadsheet.

Workflow Used to view and modify the workflow for the reportobject selected in the work area.

Opening a reportTo edit the content of a report you must log in to IBM

®

Cognos®

DisclosureManagement, and then open the report.

About this task

Users with the appropriate permissions can do this task.

You can use several methods to open a report.

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Procedurev Click File > Open > Reports, and double-click the report that you want to open.

After the report is open, the User Object Summary will load. You can optionallyexport the contents into a CSV file by right-clicking in the working space andclicking Export as .csv.

v If you opened the report previously, and you want to open it again, click File >Recent, and then double-click the report that you want to open.

v In the Quick Access menu, click the Open icon, and then double-click the reportthat you want to open.

v If you receive an email indicating that the report object is ready for review, youcan click the report object name to open the report object directly.

Related information:Chapter 5, “Report creation and design,” on page 25In IBM

®

Cognos®

Disclosure Management, data is stored in tables in the CognosDisclosure Management database. You can use Cognos Disclosure Management toaccess data, to adjust or calculate data values in the report, and to present datawith formatting, text, and images.

Report object overviewA report object is a type of content in a report. Report objects represent most of thecontent of your report in IBM

®

Cognos®

Disclosure Management.

There are five types of report objects: Excel, Word, PowerPoint, Web Page, andPDF. If you are the administrator, you can add report objects to any report.Related tasks:“Adding a report object to a report” on page 31You can add a report object to a report in IBM

®

Cognos®

Disclosure Management.A report object can be one of the following types: Excel object, Word object,PowerPoint object, PDF object, and Web Page object.

Workflow and auditing overviewA workflow is a process that is used to track the progress of a report object towardscompletion. The workflow defines what needs to be done at each point in theapproval process. You have permission to view and work with report objects thatare associated with your assigned workflow state.

You can create a customized workflow process for each report object and thencopy the workflow process to another report object. You can also advance or rejecta report object through all the statuses configured for that report object. A user canonly advance the current status to the next status in the approval chain, or rejectand revert a report object to its previous status.

Cognos Disclosure Management has an audit trail feature that records everysubmission to the database, along with the user name and date of submission. Itcan be used to view all status changes to report objects in the report.Related tasks:“Adding a workflow state” on page 62Some workflow states are provided in IBM

®

Cognos®

Disclosure Management. Ifthe workflow state that you need does not exist, you can add it.“Adding a workflow template” on page 65If the workflow template that you need does not exist in IBM

®

Cognos®

Disclosure

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Management, you can add one.

Data source overviewA data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file.

A data source connection specifies the parameters needed to connect to the datasource, such as the location of the database. It can also include credentialinformation and other details specific to the data source.

In Cognos Disclosure Management, the administrator can add data sourceconnections to the following types of databases:v OLAPv Relationalv Microsoft Excelv Hyperion Financial Management (HFM)

The administrator must create a data source connection before users can createqueries. After the administrator adds a data source, users should be informed thatthe data source is available for them to perform queries and run reports.

Query overviewA query is a request for information from a database that is based on specificconditions. You can use a query to create custom data queries on data from thedata sources available to IBM

®

Cognos®

Disclosure Management and retrieve theresults into a report. The query can then be inserted into an Excel object.

When querying relational data sources, you retrieve data through SELECTstatements. However, you can also use other query commands against thedatabase, as permitted by the data source provider.

Important: The advanced functionality for Microsoft products is beyond the scopeof this guide; however, some topics are included for your convenience. For moreinformation, see Microsoft documentation or Microsoft online help.

Checklist overviewIn IBM

®

Cognos®

Disclosure Management, a checklist is primarily used to providetask-oriented information and reference within a report. Users with the appropriatepermissions can create customized checklists as a means of process control,compliance, and verification.

You can add or delete checklists at any time when you are building a new reportor when you are working with an existing report. You can leverage your existingchecklists and procedures, or you can configure Cognos Disclosure Management toprovide standard checklist types to use with your reports.

Users can add or delete checklists in a report and also append files to a checklistfor reference and support in the reporting process.

The following default checklists are available.

Task Represents a task that the user needs to complete.

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InformationRepresents informational content.

ReferenceIncludes a reference to a file attached to the checklist.

Misc. Represents a checklist of any other type.

Tasks and task list overviewIn IBM

®

Cognos®

Disclosure Management, administrators can define tasks in anhierarchical or a task list that users are required to complete.

Task lists can coordinate a long process such as steps required to configure CognosDisclosure Management for a 10K/Q report or as simple as a list of set up tasks.Task lists can be either ordered, or unordered. You can also assign a different iconsto different tasks.

Dashboard overviewA dashboard is an interface that integrates data from a variety of sources andprovides a unified display of relevant and in-context information. Two fixeddashboards are available in IBM

®

Cognos®

Disclosure Management to view theprogress of a report by graphical means. The administrator also has the ability tocreate custom dashboards and make them available to the user.

The function of the dashboard differs, depending on whether your role in CognosDisclosure Management is administrator or user.v The administrator can add, edit, and configure the dashboard by opening the

Administration tab in the Navigation pane.v The user can view a dashboard by opening the Dashboard tab in the Navigation

pane. The Dashboard tab contains a list of dashboards that are configured forthe user.

When a dashboard is configured, you can open and view the two types ofdashboard.

Fixed dashboards

A fixed dashboard is a dashboard that is supplied with the application to providereport and data source information in a graphical format. IBM

®

Cognos®

DisclosureManagement includes the following fixed dashboards:v Report Summary Dashboardv Excel Analysis Dashboard

Custom dashboards

A custom dashboard is a dashboard that is created by the user from widgets andvarious data sources to meet specific requirements. It is not supplied with theapplication. A custom dashboard is configured by a person who has administrativerights for a user. The following widgets are available for use in a customdashboard:

Chart Shows the progress as an area, bar, line or pie chart. Both 2D and 3Dcharts are available.

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Grid Shows textual information in a grid format. You can optionally export thecontents of the grid into a CSV file by right-clicking in the grid widget andclicking Export as .csv.

Gauge Shows one value from a column of values.

Image Allows the user to add an image to the dashboard.

Web browserAllows the user to enter a link to a web page in the dashboard.

Related tasks:“Adding a custom dashboard” on page 129If the two standard dashboards that come with IBM

®

Cognos®

DisclosureManagement do not meet your needs, you can create a custom dashboard.

Desktop publishing overviewYou can adapt the output from IBM

®

Cognos®

Disclosure Management for use in adesktop publishing application such as Adobe InDesign. To do so, you must tagspecific content in Excel and Word objects for your desktop publishing application.

The tags that you create in Cognos Disclosure Management will be stored in theform of XML when the report is generated. The generated XML file can then beimported in the specified application.

To set up desktop publishing styles in Cognos Disclosure Management, theadministrator must set up styles and apply permissions to the appropriate usersand user groups. Then, the users can apply those styles to content in Excel andWord objects.

Important: The functionality for desktop publishing products such as AdobeInDesign is beyond the scope of this guide. For more information, see theappropriate documentation or online help.Related tasks:“Adding a desktop publishing style” on page 138If you use desktop publishing applications such as Adobe InDesign to add specialformatting to your reports, you need desktop publishing styles in IBM

®

Cognos®

Disclosure Management to represent that formatting. If you do not want to importstyles from InDesign, or if you need one or more additional styles, you can useCognos Disclosure Management to create them.“Importing desktop publishing styles” on page 137If you use desktop publishing applications such as Adobe InDesign to add specialformatting to your reports, you need desktop publishing styles in IBM

®

Cognos®

Disclosure Management to represent that formatting. If your InDesign applicationalready contains many styles, importing styles is a more efficient approach thanadding styles individually in Cognos Disclosure Management.

Bidirectional language overviewIf you use IBM

®

Cognos®

Disclosure Management in Arabic or Hebrew, thedirection of most content appears on your screen from right to left automatically,as you would expect. Arabic or Hebrew are considered bidirectional languagesbecause some content should appear in the opposite direction from the basic text.

The default text direction of a language does not allow the proper display ofArabic or Hebrew text in an English user interface, and Latin-based text in an

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Arabic or Hebrew user interface. Also, numbers and some other special types ofcontent should normally appear from left to right, regardless of the language of thesurrounding text. Cognos Disclosure Management uses a concept called base textdirection to apply your preference for the direction in which certain types ofbidirectional items appear in the user interface.

In addition, if you use Cognos Disclosure Management in Arabic, you can chooseto view digits in the manner normally seen in English and many other languages,or in the digit shaping common in Arabic. Cognos Disclosure Management uses aconcept called digit shaping to apply your preference for the appearance of digits inthe user interface.

Selecting the base text direction for Arabic or HebrewIf you use IBM

®

Cognos®

Disclosure Management in Arabic or Hebrew, you canensure that special types of content appear in the correct direction in your userinterface. To do so, you must specify your preference for base text direction.

About this task

Cognos Disclosure Management uses a concept called base text direction to applyyour preference for the direction in which certain types of bidirectional itemsappear.v For left-to-right sentences in English and other Latin-based languages, the

proper base text direction is left-to-right, even if the sentence includes Arabic orHebrew words.

v For right-to-left sentences in Arabic or Hebrew, the proper base text direction isright-to-left, even if the sentence includes English words or numbers.

The following list displays some of the types of content that should appearleft-to-right even if the main content is right-to-left:v text in English or another left-to-right languagev numbersv URLsv email addressesv file pathsv trademark symbols

Restriction: Your selection for base text direction is not applied in password fields,and just the content of the field is mirrored according to the selected language(locale).

Procedure1. Click File > Options.

2. In the Options window, select your preferred language in the Language field.3. Click the Base text direction field, and select one of the following options:

DefaultTo inherit the default natural direction of the language that is used inthe user interface. If you want to use the default behavior of thelanguage in your user interface, this is your best choice.

Left-to-rightTo properly display text in left-to-right languages such as English and

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French. If you are sure that your content contains text from English orany Latin-based language only, this is your best choice.

Right-to-leftTo properly display text in right-to-left languages such as Arabic andHebrew. If you are sure that your content contains text from Arabic orHebrew only, this is your best choice.

ContextualTo properly display text whose direction is not known in advance.Cognos Disclosure Management selects the direction based on thecontext of the most recent strongly directional character. If your contentmight contain both Latin-based text and also Arabic or Hebrew text orany special content elements, this is your best choice. For example, in aright-to-left context, a trademark sign is considered to be right-to-left,and it would be displayed in an incorrect order if the brand name is inEnglish or a Latin-based language. In an Arabic or Hebrew report, tocorrectly display a trademark sign for an English name brand(left-to-right), you must select Contextual.

4. Click OK.5. To ensure that all your selections are applied to your user interface, exit from

Cognos Disclosure Management and log in again.

Results

Special content appears in your user interface in the order that you specified. Ifyou want, you can apply similar preferences to your Excel, Word, and PowerPointobjects. For more information, see Microsoft(tm) documentation or Microsoft(tm)online help.

Selecting digit shaping for ArabicIf you use IBM

®

Cognos®

Disclosure Management in Arabic, you can specifywhether you want to view digits in Arabic style in your user interface. To do so,you must specify your preference for digit shaping.

About this task

In Arabic, digits often have an appearance that is different from the appearance ofdigits that are used in other languages. If you do not specify your preference,Cognos Disclosure Management applies digit shaping in your user interface basedon your selection in the Digit Shaping field in the General tab of the Optionswindow.

Important: In your database, all numbers are stored in Latin-based format, even ifyou choose to display them in Arabic style.

Restriction: Cognos Disclosure Management does not support numeric shapingwhen you generate Word reports from Excel objects.

Procedure1. Click File > Options.

2. In the Options window, select Arabic in the Language field.3. Click the Digit Shaping field, and select one of the following options:

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NationalTo specify digit shaping based on the language that you are usingwhen you work in Cognos Disclosure Management.

ContextualTo specify digit shaping based on adjoining characters in the value.Latin-based digits follow Latin scripts, and Arabic digits follow Arabictext. When there is no preceding text, the value in the Base textdirection field determines digit shaping.

None To display the digits in their Latin-based form and shape. The digitshape appears in Cognos Disclosure Management as it appears in yourregional settings form if you specify None in the Digit Shaping field.

4. Click OK.5. To ensure that all your selections are applied to your user interface, exit from

Cognos Disclosure Management and log in again.

Results

Digit shaping appears in your user interface as you specified. If you want, you canapply similar preferences to your Excel, Word, and PowerPoint objects. For moreinformation, see Microsoft(tm) documentation or Microsoft(tm) online help.

Restriction: If you use Cognos Disclosure Management in Arabic, and if you selectContextual for Digit Shaping in the Options window, some dates in reportproperties might appear with Latin-based number shaping. The dates that appearwith Latin-based number shaping are those that are selected through a calendarfield in Cognos Disclosure Management.

EDGAR HTML overviewYou can use the HTML tools for Electronic Data Gathering, Analysis, and Retrieval(EDGAR) in IBM

®

Cognos®

Disclosure Management to preview your HTML file forthe SEC.

You can use Cognos Disclosure Management to generate valid EDGAR content forthe SEC in two ways.v You can generate HTML output. You can find information on this method in this

documentation.v You can generate output that conforms with SEC EDGAR Filer Manual rules.

The EDGAR Filer Manual validates that the taxonomy and instance documentcomply with the rules. You can find information on this method in the IBMCognos Disclosure Management XBRL User Guide.

Important: In previous versions of Cognos Disclosure Managementdocumentation, the information about how to generate HTML output for EDGARwas contained in a separate guide titled IBM Cognos Disclosure ManagementEDGAR. The IBM Cognos Disclosure Management EDGAR guide is now obsolete,and its contents have been moved into the IBM Cognos Disclosure Management UserGuide.

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Chapter 4. Getting started

To get started in IBM®

Cognos®

Disclosure Management, you need to know how tolog in. You also need to know your role because your role determines the tasksthat you can perform.

RolesIBM

®

Cognos®

Disclosure Management provides a collaborative environment forusers to contribute to the report, based on the role of the user. Your contributionsdepend on whether your role is administrator or user.Related information:“Permissions” on page 150Permissions are set at the report level or the application level or both in IBM

®

Cognos®

Disclosure Management. Application permissions determine what you canand cannot do when managing the application as a whole. Report permissionsdetermine what you can and cannot do with specified reports.

Logging in to IBM Cognos Disclosure ManagementThe administrator provides you with your login credentials for IBM

®

Cognos®

Disclosure Management.

Procedure1. Select your server and click OK.2. Type your user name, password, and any other required information.

Note: Depending on security set by the administrator, if you enter an incorrectname or password, you might have to wait for a period before you can attemptanother log in. It is also possible that your account is locked immediately. Ifthis occurs, contact the administrator to unlock it.

3. To have Cognos Disclosure Management remember your user name andpassword, select the Remember me check box.

4. To use windows authentication, select the Use Windows authentication checkbox.

Important: To use windows authentication and not have to enter your username and password, you must have an Active Directory domain account. TheActive Directory domain must be configured as an Import Source in CognosDisclosure Management and have at least one Active Directory group,associated to the user, imported and marked as Auto-Registrable.

5. Click Login. If you have any objects that are checked out from a previoussession, you are prompted to load the report that the objects are in.

6. If prompted, select the report and click OK. Optionally, expand the hierarchy ofthe report and select the object that was checked out in a previous session. Thereport and objects open in the same session as when you last logged out. Or,click Cancel to start Cognos Disclosure Management without opening thereport with objects that were checked out.

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Results

Cognos Disclosure Management opens, with the Open tab in view or a report withchecked out objects in view. Depending on your role, you can now select a reportor dashboard, or you do other tasks.

Important: For security reasons, log out when you are finished working withCognos Disclosure Management.

If you want to change your password, use one of the following methods:v In the status bar, click your user name. In the User Profile window, enter your

old password and new password. Confirm the new password and click OK.v Alternatively, if you have sufficient permission, click Administration, and then

under Security, double-click Users. Right-click your name and click ChangePassword. Enter and confirm a new password, and then click OK.

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Chapter 5. Report creation and design

In IBM®

Cognos®

Disclosure Management, data is stored in tables in the CognosDisclosure Management database. You can use Cognos Disclosure Management toaccess data, to adjust or calculate data values in the report, and to present datawith formatting, text, and images.Related information:“Opening a report” on page 14To edit the content of a report you must log in to IBM

®

Cognos®

DisclosureManagement, and then open the report.

Report groupsYou can use a report group to organize types of reports in IBM

®

Cognos®

Disclosure Management. For example, you might create separate report groups fordifferent corporate entities such as companies, divisions, or cost centers.

After you create your report groups, you can create multiple reports for eachreport group.

Adding a report groupYou can add a report group to organize your reports in IBM

®

Cognos®

DisclosureManagement. You can add a report group as a sibling or a child of another reportgroup.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.3. If report groups already exist, select a report group to activate the Add button.4. Click Add > Report Group > As Child or Add > Report Group > As Sibling.5. Type a name for the report group, and press Enter.

Renaming a report groupYou can change the name of a report group in IBM

®

Cognos®

DisclosureManagement.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.3. To rename a report group, in the table, right-click the report group that you

want to edit, and click Rename. Type a new name and press Enter.

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Deleting a report groupIf you no longer need a report group in IBM

®

Cognos®

Disclosure Management,you can delete it.

About this task

Users with the appropriate permissions can do this task.

You cannot delete a report group if any of the reports in the group contains reportobjects that are checked out.

Important: If you delete a report group, you cannot undo your action. Proceedwith caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.3. In the table, click the report group that you want to delete, and click Delete.4. In the confirmation window, click Yes.

The report building processYou can use IBM

®

Cognos®

Disclosure Management to design your reports and toadd content.

The report building process consists of the following tasks:1. The administrator constructs a new report.2. The administrator adds report objects to the report.3. Users add text and numeric data to the report objects, and can collaborate on

content and further customize information displayed in the report.4. A report can be produced in various formats.Related information:“Report output” on page 53You can generate your report in IBM

®

Cognos®

Disclosure Management in severalformats.

Adding a reportYou can create a financial report in IBM Cognos Disclosure Management forinternal or external publication. Cognos Disclosure Management can simplify andaccelerate the process of submitting reports.

About this task

Users with the appropriate permissions can do this task.

If a default workflow template has been created, it is automatically assigned to thenew report. If desired, you can change the workflow template.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.

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3. In the table, right-click the report group, and click Add Report. A new rowrepresenting the new report opens in the table.

4. Type a name for the report, and press Enter.5. Click Workflow Template to assign a new workflow template to the report.Related concepts:“Report overview” on page 13You can create reports in IBM

®

Cognos®

Disclosure Management by using the addreport feature, or by using the rollforward or cascade feature.

Using the rollforward and cascade features to reuse existingreports

You can reduce the amount of time required to create a new report in IBM®

Cognos®

Disclosure Management by reusing an existing report or report object.

About this task

Users with the appropriate permissions can do this task.

You can use the rollforward or cascade feature to copy existing reports or reportobjects to new reports:v The rollforward feature creates a complete copy of a report or report object in

the destination report. All report features, including the report structure, securitysettings, shared objects, data, and XBRL projects along with their associated factsare duplicated in the destination report.

v The cascade feature converts shared objects to reference objects in the destinationreport.

The checkout and lock status of reports or report objects does not affect the abilityto perform a rollforward or cascade operation. If a report object is checked out, themost recent version from the database is used.

For both features, the association between the source report and the destinationreport is recorded in the Cognos Disclosure Management database. The associationrecord can include the path between more than two reports. For example, if youcascade Master 1 to Report 1, and then cascade Report 1 to Report 2, theassociation record would include the path between three reports. The report pathappears in the Object Explorer status bar. The association records for reportssupport the Change Reference and Push Down features.

These records are also created for reference objects, which support the BreakReference feature and allows you to change which source object they reference inthe rollforward or cascade wizard.

The following example describes the processing of report objects with rollforwardand cascade features.

Report 1, the source report, contains Obj1 (a shared report object), Obj2 (a referenceobject to Obj1), and Obj3 (a non-shared report object). Obj1, Obj2, and Obj3 areassociated with a defined query, Query1. Query1 depends on the query variableQueryVar1. QueryVar1 is defined at the report level (Report 1,QueryVar1) and foreach report object (Obj1,QueryVar1, Obj2,QueryVar1, Obj3,QueryVar1).

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The following graphic shows the results of rollforward and cascade actions. Report4 and Report 5 show the results of subsequent rollforward and cascade actions.

Rollforward and cascade operations do not duplicate queries. Queries are notlinked to a specific report. The associations between report objects and queries arecopied to the destination report. The report-level and object-level query variablesare copied to the destination report. In the rollforward or cascade wizard, you canmodify the query variables. You can modify the value for object-level and dataquery-level variables.

If the report is associated with an XBRL project, when you roll forward a report,you can create a new XBRL project and can edit the time periods in the report.Any XBRL tags in the source report remain in the destination report.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, double-click Reports.3. Right-click the source report and then click Rollforward or Cascade.4. Complete the steps in the wizard that opens.

Results

The new report appears in the destination report groups.Related information:“Cascaded reports and shared objects” on page 41When you cascade an existing report in IBM

®

Cognos®

Disclosure Management,any reference objects in the cascaded report reference the shared objects in theoriginal report.“Pushing report objects down to cascaded reports” on page 31You can push down one or more report objects from a master report to cascadedreports in IBM

®

Cognos®

Disclosure Management.“Breaking a reference” on page 40You can break the reference between a reference object and the source object inIBM

®

Cognos®

Disclosure Management. The reference object becomes anon-reference object.

Editing the properties of a reportYou can edit the properties of a report in IBM

®

Cognos®

Disclosure Management.Properties are elements such as the name and owner.

Figure 1. Rollforward and cascade results

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About this task

Users with the appropriate permissions can do this task.

Procedure1. Open the report that you want to work with.2. In the Report pane, right-click the name of the report, and click Properties.

a. You can view all properties of the report, such as name, owner, dates, andworkflow template.

b. You can change any property that is not gray.c. Optional: Specify a description for the report.

3. Click OK.

Refreshing a reportYou can refresh the data in a report in IBM

®

Cognos®

Disclosure Management tomake sure that the data is up to date.

About this task

Users with the appropriate permissions can do this task.

Before you generate a report, you can decide to manually refresh the data in areport, otherwise Cognos Disclosure Management reloads data from theapplication cache.

Procedure1. Open the report that you want to work with.2. In the Navigation pane, select the name of the report that contains the data that

you want to refresh.3. Click Refresh.

Results

Data and any modified settings are updated throughout the report. If the parts ofthe report are delegated to other users, the changes appear when the other userlogs in to Cognos Disclosure Management or refreshes the report.

Including or excluding report objects in a generated reportYou can include or exclude specific report objects from a generated report in IBM

®

Cognos®

Disclosure Management by using print options.

About this task

Users with the appropriate permissions can do this task.

You can control how a report object is displayed when a report is generated in thePrint Options list. The Print Options list can be found in the Properties pane. Thefollowing table describes your print options.

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Table 2. Print options to exclude or include report objects

Print option Result Description

Printable When the report isgenerated, the reportobject is alwaysincluded in theoutput.

The Report setting is the default for any newlycreated Excel or Word object. When you selectReport, the report object is considered part of thereport, and is always displayed on output.

NotPrintable

When the report isgenerated, the reportobject is not includedin the output.

You can include additional information (for example,checklists or other supporting documentation) in thereport, and you can suppress this information whenthe report is being output.

SupportingDocument

When the report isgenerated, the reportobject is optionallyincluded in theoutput.

Report objects that are marked as supportingdocuments can be output as additional separate fileswhen you output the report if you select IncludeSupporting Documents in the Generate Entire Reportwindow when you generate the report.

Exhibits When the report isgenerated, the reportobject is optionallyincluded in theoutput.

If you select Include Exhibits in the Generate EntireReport window, then when you generate the report,separate files are created for report objects that aremarked as exhibits.

Restriction: Web and PDF objects are not included in the generated report.

Procedure1. Open the report that you want to work with.2. Right-click each report object in the report and click Properties > Manage All

Properties.3. Select the report object that you want to include or exclude from output.4. Set Print Options to Printable, Not Printable, Supporting Document, or

Exhibits.5. Click OK.

Deleting a reportIf you no longer need a report in IBM

®

Cognos®

Disclosure Management, you candelete it.

About this task

Users with the appropriate permissions can do this task. If you have permission todelete a report, you can do so only if no report objects are checked out, and if thereport does not contain shared objects that are referenced in another report.

Important: If you delete a report, you cannot undo your action. Proceed withcaution. You should create the necessary database backup for future reference.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.3. In the table, click the report that you want to delete, and click Delete.4. In the confirmation window, click Yes.

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Report objectsA report object is a type of content in a report in IBM

®

Cognos®

DisclosureManagement. You can add as many report objects as necessary to a report.

As the administrator, you can add or delete report objects at any time when youare building a new report, or when you are working with an existing report. Userscan edit existing report objects, but they cannot add report objects to, or deletereport objects from, a report.

Cognos Disclosure Management includes the following types of report objects:v Excel objectsv Word objectsv PowerPoint objectsv PDF objectsv Web Page objects

Adding a report object to a reportYou can add a report object to a report in IBM

®

Cognos®

Disclosure Management.A report object can be one of the following types: Excel object, Word object,PowerPoint object, PDF object, and Web Page object.

About this task

Users with the appropriate permissions can do this task.

When a report is opened by filtering one or more custom groups, report objectsthat are added are automatically assigned to the custom group or groups.

Important: If you delete a report, you cannot undo your action. Proceed withcaution.

Procedure1. Open the report that you want to work with.2. In the Report pane, right-click the name of the report, click Add Child, and

then the report object type. You can select one of the five report object types:Excel Object, Word Object, PowerPoint Object, PDF Object, and Web Object.You can also select Shared Report Object or Blank Section.

Results

The report object appears in the User Object Summary pane of the report.Related concepts:“Report object overview” on page 15A report object is a type of content in a report. Report objects represent most of thecontent of your report in IBM

®

Cognos®

Disclosure Management.

Pushing report objects down to cascaded reportsYou can push down one or more report objects from a master report to cascadedreports in IBM

®

Cognos®

Disclosure Management.

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About this task

Users with the appropriate permissions can do this task.

In the destination report, you need permission to view the report and to addreport objects. In the source report, you need permission to push down reportobject updates and to create report objects.

As you add new report objects to a master report, you can add copies of thesereport objects to any cascaded reports by pushing the report objects down.

In a cascaded report, pushed-down report objects appear in the Report pane underthe heading Pushed Down Objects. Report objects under this heading are notincluded when you generate the report. If you want to include any pushed-downreport objects in a generated report, drag the report objects to a different part ofthe hierarchy.

Procedure1. Open the report that you want to work with.2. From the Report pane, open the report object that you want to push down to

the cascaded reports.3. Click Pushdown.

Tip: If you want to push down more than one report object at once, press Ctrland click multiple report objects. Then right-click in the Report pane and clickPushdown.

4. Select the check boxes for the cascaded reports that you want to push thereport object down to, and click OK.

Results

A copy of the report object is pushed down to the cascaded reports.

By default, pushed-down report objects are not printable.

If you push down a report object that already exists in the cascaded report, anumber is added to the name of the report object.Related information:“Using the rollforward and cascade features to reuse existing reports” on page 27You can reduce the amount of time required to create a new report in IBM

®

Cognos®

Disclosure Management by reusing an existing report or report object.

Changing the order of report objects in a reportYou can change the order of report objects in a report in IBM

®

Cognos®

DisclosureManagement. Report objects can appear in any logical order in a report.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Open the report that you want to work with. The report objects appear in the

Report pane in the order that they will appear in the report when it isgenerated.

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2. To change the order that a report object appears in the report, drag and drop itto a different location in the Report pane. When you drag the report object, youcan see icons that indicate locations that are, or are not, appropriate newlocations. You can also see the following messages to help you place the reportobject where you want it: Drop Before, Drop After, and Drop In. Select DropIn to make the report object that you are dragging a child of the report objectthat you are hovering over.

3. Click Refresh.

Associating a report object with a custom groupYou can associate a report object with a custom group in IBM

®

Cognos®

DisclosureManagement.

Before you begin

Before you can associate a report object with a custom group, you must define thecustom groups that you need.

About this task

Users with the appropriate permissions can do this task.

When a report is opened by filtering one or more custom groups, report objectsthat are added are automatically assigned to the custom group or groups.

For each Excel, Word, or PowerPoint object, users can select one or more groups.When the report is generated using a custom group, Cognos DisclosureManagement filters out and excludes any report objects that are not part of theselected group.

Procedure1. Open the report that you want to work with.2. In the Report pane, click the report object that you want to associate with a

custom group.3. Right-click the report object, and click Properties > Custom Groups.4. Select the custom group that you want to associate with the report object and

click the single arrow to move it to the appropriate pane.

Tip: To associate all custom groups with the report object, click the doublearrow to move them to the appropriate pane.

5. Click OK.Related information:“Report output” on page 53You can generate your report in IBM

®

Cognos®

Disclosure Management in severalformats.“Custom groups” on page 148A custom group is a group that is used to organize report objects in a reportaccording to their purpose or content. All other report objects are filtered out ifthey are not assigned to the custom group. As the administrator, you create thecustom groups. You can also associate report objects with custom groups, or grantpermission to users and user groups to do this.

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“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.

Deleting a report object from a reportIf you no longer need a report object in IBM

®

Cognos®

Disclosure Management,you can delete it.

About this task

Users with the appropriate permissions can do this task.

Important: If you delete a report object, you cannot undo your action. Proceedwith caution.

Procedure1. Open the report that you want to work with.2. In the Report pane, right-click the report object that you want to delete, and

click Delete.3. In the confirmation window, click Yes.

Report object templatesYou can use report object templates to define, manage, and enforce templates usedin IBM

®

Cognos®

Disclosure Management.

Users with the appropriate permissions can do this task. Report object templatesenforce style management, layout, and page settings for a project. Report objecttemplates automatically enforce the settings for newly created objects in the report.Bidirectional users have the option to set sheet or paragraph direction for allobjects.

You can export a predefined template to be edited in Microsoft Office andimported back into Cognos Disclosure Management.

The following predefined report object templates are available:v Excel 2003v Excel 2007 and laterv Word 2003v Word 2007 and laterv PowerPoint 2003v PowerPoint 2007 and later

The templates cannot be created or deleted. You can export a predefined templateto be edited in Microsoft Office and imported back into Cognos DisclosureManagement and you can reset the template back to the default template.

Important: The report object template applies styles and layout to new reportobjects. If you make changes to a template, the formats of existing report objectsare not changed.Related information:

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“Granting permission to manage report object templates” on page 163By default, only the administrator can manage report object templates in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.

Exporting a report object templateYou can export a report object template and make it available on your system,either for use on another system or to edit in Microsoft Office.

About this task

The following steps illustrate the workflow for editing a template:v Export the template to your system from Cognos Disclosure Management.v Edit the template in Microsoft Office.v Update the template in Cognos Disclosure Management.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Report Object Templates.3. In the Report Object Templates tab, select the template that you want to

export for editing.4. Click the Export icon, and save the template on your system.

What to do next

The template is now available for you on your system.

Updating a report object template in IBM Cognos DisclosureManagement

A report object template on your system can be used to set the default style fornew objects created in IBM

®

Cognos®

Disclosure Management.

Before you begin

Make sure that you have the correct template on your system. This template willoverwrite the current template in Cognos Disclosure Management.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Report Object Templates.3. Click the Home tab, click the Edit icon.4. Select Use custom template, browse to where you have saved the edited

template, and click Open.5. Click OK to save the template for use in Cognos Disclosure Management.

Applying the default setting to a report object templateIf you are not happy with the changes that you have made to a report objecttemplate in IBM

®

Cognos®

Disclosure Management, you can revert to the defaultreport object template.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Report Object Templates.3. In the Report Object Templates tab, select the template that you want to revert

to the default setting.4. Click Edit, click Use default template in the Edit window, and click OK.

Results

The selected template is reverted to the default settings.

Shared objects and reference objectsA shared object is a report object that is made available for its content to bereferenced within the same report or across reports.

Any report object in Cognos Disclosure Management can be shared within thesame report or any other report. A shared object can be added as a copy of theshared object or as a report object that is updated with the shared object.

A report object that is added to a report as a copy of a shared object is called acopy object. A report object that is added as a reference to a shared object is calleda reference object. The shared object to which the reference object is linked is calleda source object.

If necessary, a shared object can be unshared, which prevents the report objectfrom being referenced in other locations or reports. When you change a sharedobject to an unshared object, you must consider whether the shared object isreferenced by other report objects. In general, you can convert the reference objectsassociated with that shared object to non-referenced (normal) report objects ordelete the referenced objects. You can also change the source object a referencedobject currently references by selecting a different source object. To change thesource object of a reference object, you need to have at least a roll forward of thereport that contains the original shared object, in effect, the same base sharedobject but in a different report.

To determine whether a report object is a shared object or a reference object, useany of the following indicators:v Shared and reference objects display a small indicator with the report object

name in the Navigation pane.v A tooltip indicates whether a report object is a shared object or a reference

object.v Any report object that references another report object displays a message in the

information bar.

An unshared object does not display this indicator.

About reference objects

A reference object is a shared object that is referenced within the same report, or in adifferent report. A reference object does not contain its own content. When a reportwith a reference object is refreshed, the information in the reference object isupdated from the source object. If the information in the reference object needs to

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be updated, it must be done in the original shared object. A reference object isread-only and cannot be modified directly.

The administrator can use a reference object to share a report object with differentusers and set different workflow privileges.

About copy objects

A copy object is not modified when the source object is changed. However, thecopy object can be modified directly.

A copy object can be used as a template in other reports. For example, anadministrator can create a format in an Excel object and share that format withother reports by adding a copy of that Excel object.

Shared objectsA shared object is a report object that is made available for its content to bereferenced within the same report or across reports. Any report object can beshared in IBM

®

Cognos®

Disclosure Management.

Before you can share a report object, you first configure that report object as ashared object. You can then add that report object to a different location in thesame report or in another report.Related information:“Unshared objects” on page 40If a report object was configured as a shared object in IBM

®

Cognos®

DisclosureManagement, an administrator can change that shared object to unshared, ifneeded. Users cannot copy or reference an unshared object.

Sharing a report objectYou can share a report object in a report in IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Open the report that you want to work with.2. Select the report object that you want to share.3. In the Properties pane, select the Share Report Object check box.4. Click OK.

Results

The report object is configured as a shared object and can be added to the currentreport or another report as a copy object or reference object.

Adding a shared object to a reportYou can add a shared object from one report to other reports in IBM

®

Cognos®

Disclosure Management.

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About this task

Users with the appropriate permissions can do this task.

You can select a report object only if it is configured as a shared object.

Procedure1. Open the report that you want to work with.2. In the Navigation pane, right-click the report that you want to add a shared

object to, and click Add Child > Shared Report Object.3. Select the shared object that you want, and click either Copy or Reference.

Results

The shared object is added as the last report object in the report.

Reference objects and copy objectsA reference object is a shared object that is referenced within the same report, or in adifferent report. A reference object does not contain its own content. If a reportobject is configured as a shared object, that shared object can be inserted as areference object or copied as a new report object within the same report or in adifferent report in IBM

®

Cognos®

Disclosure Management.

A reference object remains associated with the original shared document (thesource). When the report is refreshed, the information in a reference object isupdated from the source. If the referenced information needs to be modified, itmust be done at the source. A reference object is read-only and cannot be modifieddirectly.

A copy object is not associated with the original source document. A copy object isa copy of the information in the source document when the copy object is added.If the source object is modified, the information in the copy object is not updated.However, users can modify the copy object. The information in the source object isnot modified if the copy object is modified.

You can remove the reference to the shared object (breaking the reference), ifneeded. You can also change the source object a referenced object currentlyreferences by selecting a different source object. To change the source object of areference object, you need to have at least a roll forward of the report that containsthe original shared object, in effect, the same base shared object but in a differentreport.

Adding a shared object as a referenceIf a report object is configured as a shared object, you can add it as a referenceobject within the same report or in a different report in IBM

®

Cognos®

DisclosureManagement. When a report is refreshed, the information in a reference object isupdated from the source.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Open the report that you want to work with.

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2. In the Navigation pane, right-click the report object where you want to insert ashared report object as a reference, and click Add Sibling > Shared ReportObject. Alternatively, you can add a shared object as a child object.

3. From the list, select the shared object that you want to link to and clickReference.

4. In the Properties pane, type a name for the inserted reference object.

Tip: When you hover your mouse over a reference object, you can see thenames of its source report and source report object. To open the referenceobject, right-click it and click References > Open.

5. Apply a workflow to the reference object as required. You can change theworkflow of a reference object. A reference object can have a workflow that isdifferent from the workflow of the source object.

Results

The information bar for the reference object contains the following message in thework area for the report object: This object is referencing another object

Adding a shared object as a copyIf a report object is configured as a shared object, you can create a copy of thatshared object within the same report or in a different report in IBM

®

Cognos®

Disclosure Management. A copy object can be modified, but any modifications inthe original source object are not applied to the copy object.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Open the report that you want to work with.2. In the Navigation pane, right-click the report object where you want to insert a

shared report object as a copy, and click Add Sibling > Shared Report Object.Alternatively, you can add a shared object as a child object.

3. From the list, select the shared object that you want to copy and click Copy.4. In the Properties pane, type a name for the inserted copy object.5. Apply a workflow to the copy object as required. The workflow for a copy

object can be different from the source object.

Changing the source report associated with a reference objectAfter you roll forward or cascade a report in IBM

®

Cognos®

DisclosureManagement, you can change the source report that is associated with anyreference object in the resulting rollforward or cascaded report.

About this task

Users with the appropriate permissions can do this task.

You can change a source for a reference object, but only if the source is containedin a report that is part of a rollforward chain. You can also change the sourcereport associated with a reference object when performing a rollforward or cascadeon a report.

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Procedure1. Open the report that you want to work with.2. In the Navigation pane, right-click one or more selected reference objects and

click References > Change. The Change References for Selected ReportObjects window opens.

3. Use the dropdown menu for each selected reference object to choose the sourcereport you want it associated with.

Note: Only source reports for which you have the appropriate user permissionsare made available for selection.

4. Click OK.

Results

The selected reference objects are now associated with the source report youspecified.

Breaking a referenceYou can break the reference between a reference object and the source object inIBM

®

Cognos®

Disclosure Management. The reference object becomes anon-reference object.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Open the report that you want to work with.2. In the Navigation pane, right-click the reference object and click References >

Break.

Results

The report object no longer references the original source object and can bemodified. Modifications in the original source object are not applied to the reportobject.Related information:“Using the rollforward and cascade features to reuse existing reports” on page 27You can reduce the amount of time required to create a new report in IBM

®

Cognos®

Disclosure Management by reusing an existing report or report object.

Unshared objectsIf a report object was configured as a shared object in IBM

®

Cognos®

DisclosureManagement, an administrator can change that shared object to unshared, ifneeded. Users cannot copy or reference an unshared object.

When you change a shared object to an unshared object, you must considerwhether the shared object is referenced by other objects. In general, you canconvert the reference objects associated with that shared object to non-referenced(normal) objects or delete the referenced objects.

Note the following special situations:

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v If the reference object contains child objects, the child objects remain unchangedor deleted. However, if the child object is checked out in the current report oranother report, the reference object and its child object are not deleted.

v If the reference object contains a child object that is shared and referenced byother objects, the following conditions apply:– You can choose to convert the reference object to a non-reference object. The

child objects do not change.– You cannot delete the reference object.

You might need to refresh or reload the report to see the changes.Related information:“Shared objects” on page 37A shared object is a report object that is made available for its content to bereferenced within the same report or across reports. Any report object can beshared in IBM

®

Cognos®

Disclosure Management.

Converting shared objects to unsharedIf a report object was configured as a shared object in IBM

®

Cognos®

DisclosureManagement, you can configure that shared object as unshared.

About this task

Users with the appropriate permissions can do this task.

When you change a shared object to unshared, you must consider whether theshared object is referenced by other report objects. In general, if any report objectreferences the shared object, you can choose to convert the reference object to anon-reference object or delete the reference object.

Procedure1. Open the report that you want to work with.2. In the Navigation pane, select the shared report object.3. Click Show Properties.4. In the Properties pane, clear the Share Report Object check box.5. Click OK in the Properties pane.

Results

The report object is no longer shared and users cannot select the report object inthe Add shared object window.

Cascaded reports and shared objectsWhen you cascade an existing report in IBM

®

Cognos®

Disclosure Management,any reference objects in the cascaded report reference the shared objects in theoriginal report.

You can use cascaded reports for single sourcing. When you modify a sharedobject in the original report, the changes are automatically copied to the associatedreference object in cascaded reports.

If you create a cascaded report based on another cascaded report, reference objectsin subsequent cascaded report also reference shared objects in the original report.

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If needed, you can update the source object for all reference objects to a newsource. For example, if you cascade a report for use in a different year, thereference objects remain associated with the original report and the original data.You can change the references from the original source report to any other report,as needed.Related information:“Using the rollforward and cascade features to reuse existing reports” on page 27You can reduce the amount of time required to create a new report in IBM

®

Cognos®

Disclosure Management by reusing an existing report or report object.

Exhibits and supporting documentsYou can append additional documents called exhibits and supporting documentsto your reports in IBM

®

Cognos®

Disclosure Management. Exhibits and supportingdocuments add important information to the financial reports that you create.

An exhibit is a mandatory document that is required by the regulatory body, alongwith the report itself. An exhibit is usually a Word object, and it can also be anExcel object. When you generate a report, exhibits are generated as separatedocuments by default. If you prefer, you can combine all exhibits within atop-level report section into one document.

A supporting document is an additional optional document that a company choosesto submit along with the mandatory content. A supporting document can be anExcel, Word, or PowerPoint object. When you generate a report, supportingdocuments are generated separately by default. If you prefer, you can combine allsupporting documents in the main report.

Adding and generating an exhibitYou can add an exhibit to any report in IBM

®

Cognos®

Disclosure Management. Anexhibit is a mandatory document that is required by the regulatory body, alongwith the report itself.

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An exhibit is usually a Word object, and it can also be an Excel object. When yougenerate a report, exhibits are generated as separate documents. If you prefer, youcan combine all exhibits within a top-level report section into one document. Forexample, if your report contains three top-level sections, and ten exhibits in total,you can choose to generate your exhibits in three combined documents or in tenseparate documents.

Exhibits are not included in report snapshots.

Procedure1. Open the report that you want to work with.2. Determine the location where you want to insert an exhibit, and create the

Excel or Word object.3. Click Show Properties.4. In the Properties pane, in Print Options, click Exhibits.5. Insert the appropriate content for the exhibit.

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6. When you are ready to output the report, select Include Exhibits. If you wantto combine all exhibits in each report section into one document per top-levelsection, also click Combine exhibits at section level.

Adding and generating a supporting documentYou can add a supporting document to any report in IBM

®

Cognos®

DisclosureManagement. A supporting document is an additional optional document that acompany chooses to submit along with the mandatory content.

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A supporting document can be an Excel, Word, or PowerPoint object. When yougenerate a report, supporting documents are generated separately by default. Ifyou prefer, you can combine all supporting documents in the main report.

Supporting documents are not included in report snapshots.

Procedure1. Open the report that you want to work with.2. Determine the location where you want to insert a supporting document, and

create the Excel, Word, or PowerPoint object.3. Click Show Properties.4. In the Properties pane, in Print Options, click Supporting Document.5. Insert the appropriate content for the supporting document.6. When you are ready to output the report, select Include Supporting

Documents. If you want to combine all supporting documents in the mainreport, also click Include supporting documents in the main report.

Blank report sectionsYou can add blank sections in any report in IBM

®

Cognos®

Disclosure Managementto organize the report objects in the report.

Full reports can contain many report objects. As the administrator, you can addblank sections periodically throughout the report and organize the report objects inthe sections. The sections make it easier for users to navigate the report hierarchy.

Adding a blank section to a reportYou can add blank sections between report objects in IBM

®

Cognos®

DisclosureManagement to provide spacing.

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Procedure1. Open the report that you want to work with.2. Determine the location where you want the section.3. Right-click the report object that immediately precedes that location, and click

Add Sibling > Blank Section. You can also add blank sections as a child to anyreport object.

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Deleting a blank section from a reportIf you no longer need a blank section in a report in IBM

®

Cognos®

DisclosureManagement, you can delete it.

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Procedure1. Open the report that you want to work with.2. In the Report pane, right-click the blank section that you want to delete, and

click Delete.3. In the confirmation window, click Yes.

Report format and print settingsYou can apply common formatting such as fonts, margins, and columns across allreport objects in a report in IBM

®

Cognos®

Disclosure Management.

The Page Setup Word object must have the PageSetup property. When yougenerate the report output, Cognos Disclosure Management applies the settings.

Cognos Disclosure Management compiles the entire report in descending order.The location of the Page Setup Word object among the other report objectsdetermines where you want to start to apply the print settings. The settings areapplied only to the report objects that appear after the Page Setup Word objectcontaining the setting information. For example, if you insert the Page Setup Wordobject containing the setting information after the third report object in the report,Cognos Disclosure Management applies the settings to all subsequent reportobjects, but not to the first three report objects.

It is possible to have more than one Word object containing print settings. Forexample, if you want to apply different formatting after the ninth report object,insert a new Page Setup Word object after the ninth report object. CognosDisclosure Management applies the new settings to all subsequent report objects.

The first Page Setup Word object that contains font settings is used to apply acommon font style and size across the entire report. If a subsequent Page SetupWord object contains different font styles or sizes, all subsequent report objectsafter the second Page Setup Word object inherit the font size and type from thePage Setup Word object. The first Page Setup Word object continues to apply theformatting to all report objects until the second Page Setup Word object is found.

Important: Word objects in Cognos Disclosure Management have the samefunctionality as Microsoft Word. The advanced functionality for Microsoft productsis beyond the scope of this guide; however, some topics are included for yourconvenience. For more information, see Microsoft documentation or Microsoftonline help.

Applying page setup formatting in a reportYou can apply common formatting such as fonts, margins, and columns across allreport objects in a report in IBM

®

Cognos®

Disclosure Management. You specifyyour settings in a special Word object called a Page Setup Word object.

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The first step in formatting your report is creating a Page Setup Word object, andthen placing it in the Report pane. When you generate your report, all reportobjects that follow the Page Setup Word object will have the formatting in the PageSetup Word object. If you need different formatting in one or more report objects,you can change settings in those report objects.

Procedure1. Open the report that you want to work with.2. To insert a Word object that will contain your common formatting information,

complete the following steps:a. Determine the location where you want common formatting to start.b. Right-click the report object that immediately precedes that location, and

click Add Sibling > Word Object.

Tip: If you insert the Word object in the wrong location, you can drag anddrop it in the correct location.

3. Click Show Properties.4. Select the following property settings:

Name Specify the name as Page Setup.

Document typeSet the property to Page Setup.

5. Click the Section View Mode icon in the status bar.6. To indent the table that will contain the content in Word objects, insert a table

in the Page Setup Word object, select the table, and click Indent from Left. Youcan use this option to indent tables from the left margin by a certainmeasurement.

Restriction: This property is available only for tables in Word objects that areindented from the left margin. If the table is centered or indented from theright using table enforcement settings, then the measurement in the Indentfrom Left area is ignored.

7. In the Page Setup Word object, specify other formatting in the same way thatyou would set up any Microsoft Word file. You can insert text into the PageSetup Word object. Insert dummy text and format it as required. For example,to identify your formatting choices, you can type Font - Times Roman 10point. The text that you type in the Page Setup Word object does not appear inthe generated report.v Specify font type and size, and text alignment in the Home tab.v Specify margins, orientation, and columns in the Page Layout tab.v To specify how paragraphs should flow in your report, select a paragraph in

the Page Setup Word object, right-click, click Paragraph, and select Keeplines together.

v To prevent a long table from splitting into the next page, the Keep with Nextoption must be enabled in paragraph settings, where the dummy text isinserted. At that point, the long table will be pushed to the next page,keeping the table together. If this option is disabled, then the table will breakinto the following page.

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8. Click the Default View Mode icon in the status bar.

Results

When the report is generated, all report objects following this Page Setup Wordobject contain the formatting that you specified in the Page Setup Word object.

Excluding a report object from the common format in a reportYou can add a Page Setup Word object to specify page setup options such as fonts,orientation, and margins for a report in IBM

®

Cognos®

Disclosure Management. Bydefault, your page setup options apply to all report objects that follow it in thereport, but you can specify that some report objects should not have the samesettings.

Before you begin

The report must contain a Page Setup Word object before you can exclude a reportobject from common formatting.

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After you add a Page Setup Word object to apply common formatting to all reportobjects, you can specify different formatting for a single report object, or a range ofreport objects.

Important: If no Page Setup Word object exists, no common formatting is applied,even if enforcement settings are selected.

Restriction: You can apply enforcement settings to all Word objects except the PageSetup Word object itself. You cannot apply enforcement settings to PDF objects andWeb Page objects.

Procedure1. Open the report that you want to work with.2. In the Report pane, select the report object for which you want to specify

different formatting, and check it out. When the report is generated, the reportobject that you select will be formatted according to the settings that youchange in the Enforcement settings area of the selected report object. For anysettings that you do not change, the report object will be formatted accordingto the settings in the Page Setup Word object that precedes it in the report.

3. Click Show Properties.4. In the report object that you just opened, change the following settings in the

Enforcement settings area as required. (Do not select these options in the PageSetup Word object itself.) Some settings are applicable to certain types of reportobjects only.

Table 3. Enforcement settings

SettingReport objecttype Description

Margins Excel, Word To specify different margins for this report object whenthe report is generated, clear this setting and specifydifferent margins.

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Table 3. Enforcement settings (continued)

SettingReport objecttype Description

Columns Excel, Word To specify different column settings for this report objectwhen the report is generated, clear this setting andspecify different column settings. This is useful for pageswith two or three columns.

PageOrientation

Excel, Word To specify different orientation for this report object whenthe report is generated, clear this setting and specifydifferent orientation.

TextAlignment

Excel, Word To specify different alignment for text in this report objectwhen the report is generated, clear this setting andspecify a different alignment.

Font Size Excel, Word,PowerPoint

To specify different font size for this report object whenthe report is generated, clear this setting and specify adifferent font size.

Font Type Excel, Word,PowerPoint

To specify different font type for this report object whenthe report is generated, clear this setting and specify adifferent font type.

Paragraph:Keep withNext

Word Sometimes paragraphs start on one page and thencontinue on the next page when the report is generated.You can specify whether paragraphs should start on theoriginal page and then split where necessary, or if theyshould move to the next page so that the entireparagraph can appear together. To move paragraphs tothe next page if they might be split, select this setting.

TableAlignment

Excel, Word To specify different alignment for tables in this reportobject when the report is generated, clear this setting andspecify a different alignment.

Table Indentfrom Left

Word To force all tables in a Word object to be indented fromthe left side for this report object when the report isgenerated, select this setting and specify the indentation.

Keep withNextParagraph/Table

Excel, Word Sometimes tables start on one page and then continue onthe next page when the report is generated. You canspecify whether tables should start on the original pageand then split where necessary, or if they should move tothe next page so that the entire table can appear together.To move tables to the next page if they might be split,select this setting.

5. The report is generated, the report object is formatted according to the settingsthat you changed in the Enforcement settings area of the selected report object.

Results

If you do not use the enforcement settings from the Page Setup Word object, thesettings from the report object are used.

Starting and resetting page numbering in a reportYou can start page numbering at the beginning of a report in IBM

®

Cognos®

Disclosure Management, and you can reset the numbering to restart in otherlocations if necessary. You create Word objects to insert and reset page numberingin a report.

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Procedure1. Open the report that you want to work with.2. To insert a Word object that will contain your page numbering information,

complete the following steps:a. Determine the location where you want page numbering to start.b. Right-click the report object that immediately precedes that location, and

click Add Sibling > Word Object.

Tip: If you insert the Word object in the wrong location, you can drag anddrop it in the correct location.

3. Select the new Word object in the Report pane, and check it out.4. Click Show Properties.5. Select the following property settings:

Name Specify a name such as Page Numbering.

Document typeSet the property to Footer.

Header Footer PlacementYou can select Standard, Odd, or Even. Typically, select Standard.

Footer Reset StyleUse this field if the report contains a previous numbering scheme, andyou want to change the numbering style later in the report. Forexample, you might want to change the numbering from romannumerals in an introductory section of the report to regular numbersin the main section of the report. Select a numbering style that isdifferent from the original numbering style.

Page Reset NumberUse this field if the report contains a previous numbering scheme, andyou want to reset the numbering to page 1 later in the report. You candefine the number of pages that you need to reset the overall pagenumber. This is useful if you need the page numbers to reset aftercreating a certain number of report objects. For example, if you have afive-page report, and you specify 3 in this field, when the report isgenerated, the first page number would be 2.

6. Click OK twice.7. Click the Section View Mode icon in the status bar.8. In the Word object, click Insert > Page Number > Current Position. Then

select a page number style.9. Select the page number and apply the formatting that you want to use:v Set justification for the page number, for example, left, right, or center.v Apply other styles as required, for example, bold, underline, or italics.

10. Click the Default View Mode icon in the status bar.11. Save your changes to the report, and check in the Word object if you want.

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Results

When you generate the report, page numbering starts at the specified location inthe report.

Starting and resetting headers and footers in a reportHeaders and footers appear in the upper or lower areas of a page, and they cancontain content across multiple pages in a report. You can use Word objects toinsert and reset headers and footers in a report in IBM

®

Cognos®

DisclosureManagement.

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Procedure1. Open the report that you want to work with.2. To insert a Word object that will contain your header or footer information,

complete the following steps:a. Determine the location where you want the headers or footers to start.b. Right-click the report object that immediately precedes that location, and

click Add Sibling > Word Object.

Tip: If you insert the Word object in the wrong location, you can drag anddrop it in the correct location.

3. Select the new Word object in the Report pane, and check it out.4. Click Show Properties.5. Specify a name such as Header.6. If you want to insert a header, select the following property settings:

Document typeSet the property to Header.

Header Footer PlacementYou can select Standard, Odd, or Even. Typically, select Standard.

7. If you want to insert a footer, select the following property settings:

Document typeSet the property to Footer.

Header Footer PlacementYou can select Standard, Odd, or Even. Typically, select Standard.

8. Click OK twice.9. Click the Section View Mode icon in the status bar.

10. In the body of the Word object, add the content and formatting for the headeror footer.

11. Click the Default View Mode icon in the status bar.12. Save your changes to the report, and check in the Word object if you want.

Results

When you generate the report, the header or footer starts at the specified locationin the report.

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Inserting row and page breaks between report objects in areport

When you generate a report, all report objects are compiled together to create onereport. You can control the transition between report objects by inserting blankpages or blank rows between report objects in a report in IBM

®

Cognos®

DisclosureManagement.

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Procedure1. Open the report that you want to work with.2. To insert a Word object that will contain your page break information, complete

the following steps:a. Determine where you want a page break to occur.b. Right-click the report object that immediately precedes that location, and

click Add Sibling > Word Object.

Tip: If you insert the Word object in the wrong location, you can drag anddrop it in the correct location.

3. Select the new Word object in the Report pane, and check it out.4. Click Show Properties.5. Specify a name such as Page Breaks.6. Set the property to Normal.7. For Break Type, select one of the following options.

Blank Row The break type has the same font type, font size, and paragraphsettings as the Normal style of the report object. For Excel objects, thebreak type has the same format as the first Word object's Normal style(except for the font type which is always Times New Roman). If noother Word objects exist before the Excel object, the break type has 12point Times New Roman font with 0 spacing before and after, andsingle line spacing as paragraph properties. In the next field, specifythe number of blank rows you want to add between report objects.

New PageIf you set the number of the New Page break to 0, the next reportobject is pushed to the next page, instead of appearing on the samepage as the previous report object. If you set the number to 1 or more,Cognos Disclosure Management inserts one or more blank pages beforethe next report object.

Blank Row with Page Setup Properties

v Font Size and Font Type are copied from the Page Setup dummyparagraph.

v Spacing Before, Spacing After, and Line Spacing are copied fromthe Page Setup dummy paragraph.

v For Paragraph Pagination, all options will be set to false exceptWidow/Orphan control. If the number of breaks is higher than 1,then the lines will be included in the same paragraph instead ofadding separate paragraphs. If there is no Page Setup object,Paragraph Pagination will default to Blank Row functionality.

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8. Click OK twice.9. Save your changes to the report, and check in the Word object if you want.

Results

When you generate the report, the new blank rows or blank pages are insertedbetween report objects.

Report snapshotsA snapshot is the content of a report or report object captured at a specific momentin time.

If the snapshot output option is selected when a report is generated, CognosDisclosure Management saves a snapshot of the report. You can also generate asnapshot of a specific Microsoft Word or Excel object in a report. You can usesnapshots to determine the changes made to a report or a report object over time.PowerPoint, PDF, and Web objects are not included in a report snapshot andcannot be generated as report object snapshots.

When you generate an entire report, supporting documents that are not part of themain document and exhibits are not automatically included in report snapshots. Ifyou select the appropriate settings, you can include supporting documents, but notexhibits, in the snapshot.

When you generate a filing report, Cognos Disclosure Management automaticallygenerates a snapshot at the same time. The snapshot contains the XBRL file and anExcel document with the validation result as a separate worksheet.

Adding a snapshotYou can use a snapshot in IBM

®

Cognos®

Disclosure Management to represent thecontent of a report or report object captured at a specific moment in time.

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The following procedure creates a snapshot of a selected report object. You can alsocreate a snapshot for an entire report.

Important: When you generate a filing report, Cognos Disclosure Managementgenerates the snapshot automatically, and you do not need to perform thefollowing procedure.

Procedure1. Open the report that you want to work with.2. In the Navigation pane, select one or more report objects.3. Right-click the report object and click Report Generation > Selected Report

Objects.4. In the Generate Selected Report Objects wizard, select Microsoft Word or

Adobe PDF to specify the snapshot format.5. Under Additional Preferences, select the Save as Snapshot option, and select

other options as required.6. Click OK.

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Viewing a snapshotIn IBM

®

Cognos®

Disclosure Management, you can view a snapshot of a report, asingle report object, or multiple report objects if the Save as Snapshot option wasselected when a report was generated.

Before you begin

Ensure that the report contains the snapshot that you want to view. The report orreport object must be generated with the Save as Snapshot option.

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Procedure1. Open the report that you want to work with.2. Right-click the report that contains the snapshot and click View Snapshots.3. Select a snapshot, and then click View. The snapshot opens in Microsoft Word

or your PDF viewer, depending on the format that was selected for thesnapshot when it was generated. The View Snapshots window contains thefollowing information about each snapshot:

Report NameThe name of the report used to generate the snapshot.

Snapshot TypeThe format of the snapshot, either Word Document or PDF.

Report Object NameThe name of the report object used to generate the snapshot. For reportsnapshots, this field is blank.

DescriptionAny text entered in the Description field when the snapshot wasgenerated.

Date CreatedThe date that the snapshot was created.

User The user who created the snapshot.

ContextWhether the snapshot is the full report, multiple report objects, or asingle report object in the report.

4. You can sort any column in the View Snapshots window by clicking a columnheader. Or, for any column, click the column filter icons to edit your view ofthe table.

5. When you are finished with the View Snapshots window, click Close.

Using snapshots to compare versions of a report or reportobject

You can use snapshots to compare two versions of a report or report object in IBM®

Cognos®

Disclosure Management. When you compare snapshots, you can see anychanges made over time. For example, you can see what was deleted from anearlier version or what was added to a later version.

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Procedure1. Ensure that the report contains the snapshots that you want to view. The report

or report object must be generated with the Save as Snapshot option.2. Open the report that you want to work with.3. Click View Snapshots.4. Select any two snapshots by pressing Ctrl and clicking each snapshot. You can

sort any column in the View Snapshots window by clicking a column header.Or, for any column, click the column filter icons to edit your view of the table.

5. Click Compare.

Results

The snapshots open in Microsoft Word or your PDF viewer, based on the format ofthe snapshot when generated.v If you compare two Microsoft Word snapshots, the first selected snapshot is

compared to the second selected snapshot. The second selected snapshotdisplays with any differences identified.

v If you compare two PDF snapshots, each snapshot displays in the PDF viewer.You can visually inspect the two snapshots for differences.

v If you compare a Microsoft Word snapshot and a PDF snapshot, the snapshotsopen in Microsoft Word or your PDF viewer. You can visually inspect thesnapshots for differences.

Deleting a snapshotIf you do not need a snapshot of a report or report object in IBM

®

Cognos®

Disclosure Management, you can delete the snapshot.

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Important: If you delete a snapshot, you cannot undo your action. The deletedsnapshot is no longer present in the View Snapshots window, and it is removedfrom Cognos Disclosure Management. Proceed with caution.

Procedure1. Ensure that the report contains the snapshot that you want to view.2. Open the report that you want to work with.3. Click View Snapshots.4. Select the snapshot you want to delete, and click Delete.5. In the confirmation message, click Yes.

Report outputYou can generate your report in IBM

®

Cognos®

Disclosure Management in severalformats.

You can generate output in the following formats:

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Microsoft ExcelYou can generate the report as a Microsoft Excel document.

Microsoft WordMicrosoft Word is the default output format. When you generate the reportas a Microsoft Word document, all report presentation details are applied.PowerPoint objects, Web Page objects, and PDF objects are not included inMicrosoft Word output.

Microsoft PowerPointUnlike Microsoft Word or PDF output, when you select MicrosoftPowerPoint as the output format, only PowerPoint objects are included inthe output. This behavior applies to both the Generate Entire Report andGenerate Selected Objects options. Word objects and Excel objects are notincluded in the Microsoft PowerPoint output. If a PowerPoint objectincludes references to external data, such as a graph in an Excel object, thereferenced object is included in the Microsoft PowerPoint output.

Adobe PDFLike output to a Microsoft Word document, output to a PDF documentincludes all report presentation details. The PDF format provides ahigh-resolution output for printing. PowerPoint objects, Web Page objects,and PDF objects are not included in PDF output.

Email with PDF attachedYou can generate a PDF document and send it to one or more recipients.The PDF document is the same as a document created by using the AdobePDF output option.

EDGAR HTMLIf you use the EDGAR feature in Cognos Disclosure Management, you cangenerate a document in HTML format suitable for use with the EDGARfeature.

Desktop PublishingIf you use the desktop publishing feature in Cognos DisclosureManagement, you can generate a document in a XML format suitable foruse with a desktop publishing application such as Adobe InDesign.

Related information:“The report building process” on page 26You can use IBM

®

Cognos®

Disclosure Management to design your reports and toadd content.“Associating a report object with a custom group” on page 33You can associate a report object with a custom group in IBM

®

Cognos®

DisclosureManagement.

Previewing an Excel objectBefore you generate output from an Excel object in IBM

®

Cognos®

DisclosureManagement, you can preview the output. You might find this useful to ensurethat all content appears correctly, especially if the Excel object contains ##variables.

Procedure1. Open the report that you want to work with.2. Open the Excel object.3. In the Report Object tab, click Generate & Preview > Preview.4. In the Preview window, confirm that the content appears correctly.

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5. If necessary, check out the Excel object and make changes.6. When the content appears correctly in the preview, you can generate the Excel

object.

Generating report outputYou can generate output from IBM

®

Cognos®

Disclosure Management to test thereport building progress or to create a document for internal or external reporting.You can also generate output for the EDGAR feature or desktop publishingapplications such as Adobe InDesign, if you use those features.

Before you begin

Verify that Print Options settings are correct for Word, Excel, and PowerPointobjects before you generate report output. Only report objects that are set toPrintable are included in report output. As additions to the main report, you cangenerate separate documents for report objects that are set to SupportingDocument or Exhibit. The administrator must configure and enable emailnotifications to support the Email with PDF Attached report output option.

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When you generate a report, all report presentation details are applied, such aspage setup properties, note variables, and table of contents settings. You cancustomize report generation to provide the following results:v Generate the report by selecting one or more custom groups.v Include supporting documents and exhibits. Each supporting document and

exhibit is generated as a separate document. You cannot include supportingdocuments and exhibits with Microsoft PowerPoint output.

v Create a report snapshot. Report snapshots are useful for tracking changes toreports.

v Refresh data to include the most recent information from data sources, variables,and reference report objects in the generated report. The use of cached data isuseful to reduce generation time because the server does not have to contactdata sources and update all their values.

v Generate the report for all Excel objects or selected Excel objects.If you select all Excel objects, you generate all content from the printable range(##RS/##RE) in all Excel objects in the report to an external Excel file at thehighest version of the Microsoft Office version available in the report. If youmake a selection of Excel objects, you generate the selected content from theprintable range in the Excel objects in the report to an external Excel file at thehighest version of the Microsoft Office version available in the report.You can also specify to have multiple workbooks for the output. If you selectUse Separate Workbooks, then you must specify the number of worksheets ineach book. For example: If you make a selection of 100 printable ranges and 25worksheets per workbook, you generate four workbooks, each with 25worksheets. The naming convention of each worksheet for the workbook followsthe convention objectName_rangeNumber and is limited to 31 characters.

v If you generate a report or report object in Microsoft Word or PowerPoint formatin Microsoft Office Version 2007 or later, and if you choose Microsoft Word orPowerPoint as your output format, you can choose to generate charts as eitherimages or objects. This feature depends on the version of Microsoft Office that

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you use in your system. The generated report uses the latest version of Officethat was used to create the report objects. For example, if you use Office 2003and Office 2007, the generated document will be in Office 2007 format, andtherefore you can generate charts as either images or objects. If you use onlyOffice 2003, the generated report will be in Office 2003 format, and you cangenerate charts only as images.

v You can specify the culture to be considered for date formats, number formats,and currency formats. The culture is in the form of language and regionalsettings that are applied to Excel report objects in the generated report. Thesetting is available for the report output types: Microsoft Word, MicrosoftPowerPoint, Adobe PDF, and EDGAR HTML.

v When you generate a section of a report, the header from a previous section issometimes generated even if the header is not associated with the generatedsection.

Procedure1. Open the report that you want to work with.2. Click the Home tab and, in the Navigation pane, click Report.3. To generate the entire report, complete one of the following steps.v Right-click the report name and click Report Generation > Entire Report.v In the Home tab, click Generate > Generate Entire Report.

4. To generate one or more Word objects or PowerPoint objects withoutgenerating the entire report, complete one of the following steps.v Right-click the Word or PowerPoint object or objects and click Report

Generation > Selected Report Objects.v Open the Word or PowerPoint object. Then, in the Report Object tab, click

the Generate icon.5. To generate one or more Excel objects without generating the entire report,

complete one of the following steps.v Right-click the Excel object or objects and click Report Generation >

Selected Report Objects.v Open the Excel object. Then, in the Report Object tab, click Generate &

Preview > Generate.

Tip: If you use this method, you can choose to preview the Excel objectfirst, to see if it appears correctly before you generate. To do so, clickGenerate & Preview > Preview.

6. Select the format, custom group, and additional preferences. Alternatively, youcan double-click a format icon to generate the report in the selected formatwith the current options.

Tip: The generation of a report always starts with a validation. You can checkPerform Full Refresh to refresh the cache before validation.

7. Specify how you want to generate charts:v If you generate charts as images, you can view the information in your

generated report, but you cannot change it afterward. This option mightresult in better rendering of advanced chart types such as 3D charts androunded edges. To generate charts as images, make sure that the Generatecharts as images check box is selected. This is the default selection forMicrosoft Office version 2007 or later.

v If you generate charts as objects, the appearance of the chart is clearer, andyou can click the content afterwards and edit it, if necessary. However, it

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might take longer to process your report if you generate charts as objects.To generate charts as objects, make sure that the Generate charts as imagescheck box is cleared. If you use only Office 2003, charts are generated as animage, whether or not you clear this check box.

Tip: In Windows Server 2003, generated charts appear wider than the originalones. If you use Windows Server 2003, you might prefer to generate charts asimages.

8. Select the Use Language and Region Setting checkbox to be able to select theculture option for your generated report. The Select Language and RegionOption opens, select the culture from the drop down list.

9. Optional: If you want to see the appearance of variables before you proceed,click Resolve Variables.

Restriction: No matter which versions of Office are used in your system,when you preview a report or report object by clicking the Resolve Variablesbutton, you can see charts only as images. However, when you actuallygenerate the report or report object, if you use Office 2007 or later, you cangenerate charts as either images or objects.

10. Click OK.

Results

Excel objects in the report might contain more than one data worksheet. (The firstdata worksheet is originally named Sheet1, but it might have been renamed.) Ifthere are multiple ##RS and ##RE variables applied in the same worksheet, oracross different worksheets, the content is read from left to right and then top tobottom when it is generated in the final document. At that point, all the printableranges inside the Excel object are separated by one blank row.

Restriction: A ##RS/##RE range cannot overlap with other ##RS/##RE directiveswhen you are defining a worksheet with multiple ranges.

Cognos Disclosure Management creates the output file on your computer. Forexample, on Microsoft Windows 7, the report is added to the C:Users\user_name\AppData\Local\Temp directory. The output file is not added to the CognosDisclosure Management database.

When you open a report, you can choose to save it. If you do so, and then youopen it again, the report opens from the location that you specified; otherwise, itopens from a temporary location.Related information:“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.

Report export and importYou can use IBM

®

Cognos®

Disclosure Management to export a report that hasalready been created and tagged against a taxonomy. The exported report can thenbe imported into a different location.

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When you export or import a report, the following types of data can be includedfrom a single report:v Report structure (hierarchy of report objects, object content, and object

properties)v Shared status of each report object (shared or not shared)v Report propertiesv Reference variablesv Hyperion Financial Management (HFM) formulasv Data sources, data queries, and query variables used in the reportv Query variable overridesv Associations between report objects and data queriesv Associations between report objects and data sources, include HFM data source

associationsv Associations between reports and data queriesv XBRL projects associated with the reports, project aspects such as units, time

periods, entity schemes and identifiers, and XBRL variables and their valuesv Entry point URIs of taxonomies that are associated with the projects in the

report

The following types of data are not included in an exported or imported report:v Reference objects that reference a report object outside the reportv Commentsv Checklistsv Workflowv Snapshotsv Users, user groups, and permissionsv Audit history (when you import an exported report, the auditable entities such

as reports and report objects will receive an audit entry on behalf of the user atthe target site)

v Checked-out state (when you import an exported report, all report objects willbe checked in)

v Locked state for reports and report objects (when you import an exported report,the reports and report objects will not be locked, regardless of the locked state ofthe source report or report objects)

v Expiration policies of data sources

Exporting a report that was created and tagged against ataxonomy

A taxonomy is a description of a multidimensional data store expressed in XML.You can use IBM

®

Cognos®

Disclosure Management to export a report that wascreated and tagged against a taxonomy.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.

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3. Select the report and click the Export icon. The Export Reports wizard opens.4. Complete the steps in the wizard.

Results

When the export process is complete, a summary provides the followinginformation:v Number of report objects exportedv Number of queries exportedv Number of projects exportedv Number of taxonomies exportedv Name of any reference objects that were skippedv Name of data sourcesv Name of data queries exported

Importing an exported reportYou can use IBM

®

Cognos®

Disclosure Management to import a report that waspreviously exported.

Before you begin

Before you import an exported report or set of reports, prepare the followinginformation:v You must know the master encryption password.v You must know which report group will contain the imported report.v You might need to specify how to associate user taxonomies with projects.

– If there is one user taxonomy with the required entry point URI, the importprocess automatically associates the taxonomy with the appropriate project.

– If there is more than one user taxonomy with the required entry point URI,you must specify which project to use.

– If there is no user taxonomy with the required entry point URI, you mustmanually import the taxonomy first. For more information, see the topics onadding taxonomies in the IBM Cognos Disclosure Management XBRLAdministration Guide

v You must be prepared to resolve conflicts with XBRL aspects. Some aspectsmight have names that conflict with existing aspects. For each conflicting aspectname, you must select one of the following options:– Replace the aspect being imported with the existing aspect. Any items that

reference the aspect that is being imported will now reference the existingaspect.

– Rename the aspect that you are importing.v Ensure that the appropriate data source runtime prerequisites are installed on

the destination application server. For example, if you are importing OracleEssbase queries, make sure that you have Essbase runtime installed on thedestination application server.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Reports.3. Click Import.4. Complete the steps in the Import Reports wizard.5. After the import is complete, make sure that your data connection details, such

as server names and credentials, are updated. If your paths are incorrect, yourdata will not refresh.

Results

When the import process is complete, a summary provides the followinginformation:v Number of reports importedv Number of report objects importedv Number of queries importedv Number of projects importedv Number of taxonomies importedv A list of the imported data sources that you might need to fix laterv Name of data sourcesv Name of data queries imported

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Chapter 6. Workflow and auditing

A workflow is a process that is used to track the progress of a report object towardscompletion. For users to work with a report object, the object must have aworkflow associated with it.

Workflows

To create a workflow, complete the following tasks:1. Create the workflow states. The workflow states define what needs to be done

at each point in the approval process. You can design a workflow process thatincludes any number of steps in the approval process and for many users. Youcan advance a report object through all the states configured for that reportobject. A user can only advance the current state to the next state in theapproval chain if a transition has been defined between those states.

2. Create a workflow template that is automatically assigned to new reportobjects, or apply the workflow states to each report object manually.

Workflow templateWorkflow templates are created at the application level and areavailable to all reports and report objects. You can use a template toquickly create reports, ready for use. Users will no longer need tomanually create workflow states each time they create a new reportobject. The workflow template can be also used as a starting point tocreate a customized workflow for a report object. Each report can useonly one template but you can change which template is used.

Object-level workflowYou can use object-level workflows to manually control the status ofone or more report objects. In this way, you can use a workflowtemplate and then customize the template for specific report objects asrequired. You can lock or edit the report object, assign users and usergroups to the report object, change the default status of the reportobject, and set the due date.

Report-level workflowYou can use report-level workflows to control the locking and editingfunctionality for all report objects in a given report.

3. Assign the workflow template to the report or manually assign the workflowstates to each report object.

4. Assign users and user groups to the template or to the report objects. The usersand user groups must be defined first.

Auditing

An audit trail is a detailed analysis of all changes that are made to reports or reportobjects. The audit trail feature records every submission to the Cognos DisclosureManagement database, along with the user name and the date of submission. Youcan log in, view, and recover the audit trail.Related information:

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“Granting permission to manage workflows” on page 155A workflow is a process that is used to track the progress of a report object towardscompletion. By default, only the administrator can manage workflows in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.“Granting permission to view the audit trail” on page 159An audit trail is a detailed analysis of all changes that are made to reports or reportobjects. By default, only the administrator can view the audit trail in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.“Granting permission to manage reports” on page 153By default, only the administrator can manage reports in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to a user or user group toperform this task.“Users and user groups” on page 141As the administrator, it is your responsibility to ensure that all qualified users havethe correct access to IBM

®

Cognos®

Disclosure Management.

Workflow statesIn IBM

®

Cognos®

Disclosure Management, you can design workflow states thatdefine what needs to be done at each point in the approval process.

As an administrator, you can advance or reject a report object through all the statesconfigured for that report object. A user can only advance the current state to thenext state in the approval chain, or reject and revert a report object to its previousstate.

After opening workflow states, the name and properties of each state is loaded.You can optionally export the contents into a CSV file by right-clicking in theworking space and clicking Export as .csv.Related information:“Reusing a workflow” on page 69To save time when you are constructing a workflow diagram for report objects inIBM

®

Cognos®

Disclosure Management, you can reference a workflow template orcopy a completed workflow process and reuse it.

Adding a workflow stateSome workflow states are provided in IBM

®

Cognos®

Disclosure Management. Ifthe workflow state that you need does not exist, you can add it.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow States.3. Click Add > Workflow State.4. Specify a name for the workflow state.5. Optional: Specify a description for the workflow state. The description can

contain a maximum of 50 characters.

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6. Select an image for the state. If you need an image that does not appear in theState Image area, click Add Another Image > Browse, and browse for animage on your computer.

Important: Ideally, the size of the image should be 42 x 42 pixels. If the imagethat you select is larger than 42 x 42 pixels, the size is reduced automaticallywhen it appears in a workflow process.You can save the image you uploaded to the image gallery.

7. In the Report Summary Options area, select the color for text and background.8. Click OK.Related concepts:“Workflow and auditing overview” on page 15A workflow is a process that is used to track the progress of a report object towardscompletion. The workflow defines what needs to be done at each point in theapproval process. You have permission to view and work with report objects thatare associated with your assigned workflow state.

Setting attributes for a workflow stateWorkflow state attributes determine how users work with a report object in IBM

®

Cognos®

Disclosure Management. You can set different attributes for a workflowstate.

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For each workflow state, you can set the following attributes:

Set Due DateDetermines when the workflow state is due. The due date is set in relationto the due date of the assigned report object.

For example, the current date is June 1; the report object's due date is June30. You have three states in this example workflow that will be completedsimultaneously. You need 5 days to complete the tasks in the first state, 10days for the second state, and 15 days for the third state. To complete allworkflow states by June 30, the first state is due June 25 (June 30 minusthe offset of 5 days), the second state is due June 20 (June 30 minus theoffset of 10 days), and the third state is due June 15 (June 30 minus theoffset of 15 days).

DefaultDetermines the default state for report objects. The first state added to thediagram is automatically the default state. You can specify a different stateas the default.

EditableDetermines whether users can edit the report object when it is in thisworkflow state.

LockedDetermines whether the report object can be refreshed.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow States.

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3. Select the workflow template and click Edit.4. To change the due date, select the state and click Set Due Date. Select an

appropriate due date offset and click OK.5. To change the default state, select the new state and click Default.6. To allow users to edit report objects in this state, select the state and click

Editable.7. To lock report objects in this state, select the state and click Locked.8. To show or hide the legend, click the Show Legend icon.9. Click OK.

Editing a workflow stateYou can change the details of a workflow state in IBM

®

Cognos®

DisclosureManagement.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow States.3. To edit properties of the workflow state, select the workflow state and click

Edit.4. You can change the name and description for the workflow state. The

description can contain a maximum of 50 characters.5. You can change the image for the state. If you need an image that does not

appear in the State Image area, click Add Another Image, click Browse, andbrowse for an image on your computer.

Important: Ideally, the size of the image should be 42 x 42 pixels. If the imagethat you select is larger, it will be scaled.You can save the image to the image gallery.

6. You can change the color for text and background.7. Click OK.

Deleting a workflow stateIf you no longer need a workflow state in IBM

®

Cognos®

Disclosure Management,you can delete it.

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Users with the appropriate permissions can do this task.

You cannot delete a workflow state if it is currently in use.

Important: If you delete a workflow state, you cannot undo your action. Proceedwith caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow States.

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3. Click Delete.4. In the confirmation window, click Yes.

Workflow templatesWorkflow templates are created at the application level in IBM

®

Cognos®

DisclosureManagement and are available to all reports and report objects. You can use atemplate to quickly create reports, that are ready for use. Users will no longer needto manually create workflow states each time they create a new report object.

The workflow template can be also used as a starting point to create a customizedworkflow for a report object. A workflow template is assigned to a report and eachreport object uses that template. Each report can use only one template but youcan change which template is used.

After opening workflow templates, the name and description of each template isloaded. You can optionally export the contents into a CSV file by right-clicking inthe working space and clicking Export as .csv.

Adding a workflow templateIf the workflow template that you need does not exist in IBM

®

Cognos®

DisclosureManagement, you can add one.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow Templates.3. Click Add > Workflow Template.4. Specify a name for the workflow process.5. Optional: Specify a description for the workflow template.6. From the Toolbox area, add icons to the Workflow area:

a. Select icons that represent workflow states that you want in this workflowprocess, and drag them to the Workflow work area.

b. Arrange the icons in the appropriate order for your workflow process.c. To connect the icons, draw lines to connect the icons from the gray Out

pipe on the first icon to the white In pipe on the second icon. A lineappears between the icons.

7. To add text to the email that will be sent when a report objects state changes,double-click the line between the workflow states, enter the text, and clickOK.

8. To change your view of the workflow process, click Zoom In, Zoom Out, orZoom to Fit.

9. When you are finished, click OK.10. If there are multiple templates, specify which template is the default template

by selecting the template and clicking Set as Default.Related concepts:

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“Workflow and auditing overview” on page 15A workflow is a process that is used to track the progress of a report object towardscompletion. The workflow defines what needs to be done at each point in theapproval process. You have permission to view and work with report objects thatare associated with your assigned workflow state.Related information:“Email notification for workflow processes” on page 73You can use email notification in IBM

®

Cognos®

Disclosure Management to informthe next users in a workflow that the workflow state has changed. The email canautomatically include required information and a user can customize the defaultcontent of the email message before it is sent.

Assigning users or user groups to a workflow templateWhen you design a workflow process in IBM

®

Cognos®

Disclosure Management,you must assign users or user groups to each workflow state.

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If a user is not assigned to a workflow state for a report object, the user cannotwork with or make changes to the report object. Users are restricted to advancingthe workflow state only for report objects that they are assigned to.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow Templates.3. Select the workflow template and click Edit.4. Select a workflow state in the diagram.5. Click Assign Users/Groups.6. Select a user or user group and click Add.7. Click OK twice.

Deleting a workflow templateIf you no longer need a workflow template in IBM

®

Cognos®

DisclosureManagement, you can delete the template.

About this task

Users with the appropriate permissions can do this task.

You cannot delete a workflow template if the template is referenced by any reportobject.

Important: If you delete a workflow template, you cannot undo your action.Proceed with caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Workflow, double-click Workflow Template.3. Select the workflow template that you want to delete and click Delete.4. In the confirmation window, click Yes.

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Object-level workflowsYou can use object-level workflows in IBM

®

Cognos®

Disclosure Management tomanually control the status of one or more report objects. You can create aworkflow template and then customize the template for specific report objects asrequired.

If you have administrator permissions, you can lock or edit the report object,assign users and user groups to the report object, change the default status of thereport object, and set the due date.

If you have user permissions, you can perform workflow tasks on reports andreport objects, such as moving a report object from one state to another orassigning a specific state to a report object.

Customizing a workflow assigned to a report objectYou can customize the workflow for a report object in IBM

®

Cognos®

DisclosureManagement.

Before you begin

The particular changes that you can make depend on your permissions, but youcannot change the overall workflow.

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Procedure1. Open the report that you want to work with.2. In the Navigation tab, right-click the report object, and click Workflow > Edit

Workflow.3. If you want to add workflow states, complete the following steps:

a. Select icons that represent workflow states that you want in this workflowprocess, and drag them to the Workflow work area.

b. Arrange the icons in the appropriate order for your workflow process.c. To connect the icons, draw lines to connect the icons from the gray Out pipe

on the first icon to the white In pipe on the second icon. A line appearsbetween the icons.

4. If you want to change the attributes of workflow states, change one or more ofthe following attributes:

Set Due DateDetermines when the workflow state is due. The due date is set inrelation to the due date of the assigned report object.

For example, the current date is June 1; the report object's due date isJune 30. You have three states in this example workflow that will becompleted simultaneously. You need 5 days to complete the tasks in thefirst state, 10 days for the second state, and 15 days for the third state.To complete all workflow states by June 30, the first state is due June25 (June 30 minus the offset of 5 days), the second state is due June 20(June 30 minus the offset of 10 days), and the third state is due June 15(June 30 minus the offset of 15 days).

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DefaultDetermines the default state for report objects. The first state added tothe diagram is automatically the default state. You can specify adifferent state as the default.

EditableDetermines whether users can edit the report object when it is in thisworkflow state.

LockedDetermines whether the report object can be refreshed.

5. If you want to change the users or group who have access to the report object,complete the following steps:a. Select the state that you want to change.b. Click Assign Users/Groups.c. Add or remove users and groups.d. Click OK.

6. If you want to add text to the email notification, double-click the line betweenthe workflow states, enter the text, and click OK.Ensure that the default email client is running. If the email client is not open,the email is not sent and the email appears in the outbox of the email client.

7. When you have finished customizing the workflow for this report object, clickOK.

Related information:“Email notification for workflow processes” on page 73You can use email notification in IBM

®

Cognos®

Disclosure Management to informthe next users in a workflow that the workflow state has changed. The email canautomatically include required information and a user can customize the defaultcontent of the email message before it is sent.

Assigning report objects to a user or user group in aworkflow process

You can use the workflow process to assign report objects to users or user groupsin IBM

®

Cognos®

Disclosure Management. You can also use a workflow to controlaccess to report objects, and to control the progression of a report object along theworkflow chain as it is completed.

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Report objects can be assigned by the administrator to other users for completionthrough the workflow process. If a report object is already assigned to a user, theadministrator can reassign it to any other user.

Users cannot assign a report object to another user, except by advancing the reportobject to the next stage of the workflow chain. This action automatically changesthe assigned user to the next person responsible for working on the report object.

Important: If the initial user assigns the report object to another user via workflowby mistake, only the administrator can reassign the report object again.

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Procedure1. Open the report that you want to work with.2. In the Navigation tab, right-click the report object, and then click Workflow >

Workflow Users.3. Select a user or user group and click OK.4. In the confirmation window, click OK.

Reusing a workflowTo save time when you are constructing a workflow diagram for report objects inIBM

®

Cognos®

Disclosure Management, you can reference a workflow template orcopy a completed workflow process and reuse it.

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Users can modify workflow states but they cannot add new states or deleteexisting states to a referenced workflow.

A referenced workflow is connected to the original template. It maintains the sameset of states and links, but it has its own associated data such as users, groups,permissions, due date, and email.

A copied workflow is generated by copying the entire structure of the templateworkflow, the state positions, and all the data associated with the copied template.A copied workflow has no relation to the workflow template and therefore canevolve independently.

Procedure1. Open the report that you want to work with.2. In the Navigation tab, right-click the report object that you want to edit, and

click Workflow > Edit Workflow.3. Right-click in the background of the work area to access the following options:

Add Referenced WorkflowAdds a new workflow to a report object using a workflow template asthe source. This creates a dynamic link to the workflow template.

Add Copied WorkflowAdds a copy of the existing workflow template that you select. If thereport object already has a workflow assigned, the existing workflowstructure must be deleted before adding the structure of the new one.

Break ReferenceCreates a copy of the workflow by breaking the reference to theworkflow template.

4. Click OK.Related information:“Workflow states” on page 62In IBM

®

Cognos®

Disclosure Management, you can design workflow states thatdefine what needs to be done at each point in the approval process.

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Defining workflow rules for object-level workflowsYou can define workflow rules to control the workflow process based onuser-defined conditions. Rules apply to either referenced or copied object-levelworkflows in IBM

®

Cognos®

Disclosure Management.

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Use the workflow state variable, ##WS, to retrieve the current state of a specifiedobject. The workflow rule then leverages the result of this variable to apply thecondition.

Use the workflow rule variable, ##WR, to identify the condition that will determineif the workflow state is allowed to be advanced. The workflow rule must enforceuniqueness within the report. Use workflow rules in the following instances:

State Check conditionThis condition prevents an object from advancing to the next state when aparticular condition is set. For example, a rule states that Object 1 must bein the Approved state before Object 2 can proceed to the next state. IfObject 1 is not in the Approved state, then the workflow cannot beadvanced.

Value Check conditionA condition can be created to determine if a particular value in an Excelobject is as expected. If the particular value is not entered, the workflowcannot be advanced to the next state.

Procedure1. Open the report that you want to work with.2. Open and check out the Excel object that you want to apply the condition to.3. If you want the rule to check the workflow state of the object, complete the

following steps:a. Type ##WS in a cell outside the printable range, that is, outside of the ##RS

##RE range.b. After the cell where you typed ##WS, type the object name.

For example, you create a rule that will check the workflow state of theAssets object.

Table 4. Example of the cells for a rule that checks the workflow state

Cell F2 Cell G2 Cell H2

##WS Assets Work in Progress

c. Save and refresh the object.4. Optional: To define a workflow rule, complete the following steps:

a. Type ##WR in a cell outside the printable range.b. After the cell where you typed ##WR, specify a name for the rule.c. Enter the condition to be checked. This can be any value or a Microsoft

Excel formula.

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Table 5. Examples of conditions

Condition Description

=IF((Example!E10>10000),0,1) This formula validates cell E10 in theExample worksheet to see if the value isabove 10,000. The workflow can beadvanced to the next state only when thevalue is above 10,000.

=IF((Example!D15="Test"),0,1) This formula validates cell D15 in theExample worksheet to see if the word Test isspecified. If the text is not Test, the formulareturns a 1, which means that the workflowcannot be advanced to the next state.

For example, the condition =IF(H2="Approved",0,1) prevents users fromadvancing objects to the next state if the Assets object is not in theApproved state.

Table 6. Example of a workflow rule that uses the workflow state rule

Cell F2 Cell G2 Cell H2

##WS Assets Work in Progress

##WR, Rule 1 =IF(H2="Approved",0,1)

5. Optional: Enter a comment for the rule after the cell where you entered thecondition.

6. To enforce this rule, complete the following steps:a. Select the object where you want the condition to be applied and edit the

workflow.b. Select the transitioning arrow to the next workflow state and click to select

and apply the condition.c. Save the changes.

Resultsv When a formula evaluates to zero (0), it means the condition is met. When the

formula evaluates to anything else, the condition has not been met. This includesan empty cell or text. If the condition is not met, the workflow cannot beadvanced no matter what the assigned permissions are for the users. However, ifa user enters 0.01 and changes the value to appear as 0, it is considered to passthe rule.

v After you add a workflow rule, a shadow under the transition arrow indicatesthat a rule exists.

v If a workflow state contains a transition that is validated by a rule that no longerexists in the report, the rule is ignored.

v The workflow state names are validated when the object is opened or saved.This is useful if an object was renamed and the variable still uses the old name.An orphan variable entry is added to the Orphan Variable screen. If there aremultiple objects with same name used in the workflow state, the first objectname in the report object tree is used.

v Workflow rules are not evaluated if someone is editing the workflow. Thechanges made to the workflow are saved even if a rule associated to the currenttransition does not pass. Workflow rules are evaluated when the workflow ismoved to the next state, or when the workflow state is set, or when the current

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state is changed in the report object properties form. Note that this applies whenchanging the workflow from the object tree as well as from the user summaryscreen.

v After you edit and save the workflow, you optionally see a list of workflowrules that are no longer defined in any object in the report. You can leave theworkflow like this, with the orphaned rules still set on the transitions, or youcan remove the orphaned rules.

v If you move multiple objects to the next state in the workflow, the rules areevaluated for each object. Objects that pass the rule move to the next state whileobjects that fail the rule do not move to the next state.

v If a workflow rule relies on a ##D value that is no longer linked to its sourcebecause ##S was removed, the rule uses the value specified on the object. If novalue exists, the rule does not retrieve a value and the object fails the rule.

Report-level workflowsYou can use report-level workflows in IBM

®

Cognos®

Disclosure Management tocontrol the locking and editing functionality for all report objects in a report.

For example, if a report is nearing its deadline for filing, use a report-levelworkflow to lock the report and its report objects.

Making report objects not editableYou can make all report objects in IBM

®

Cognos®

Disclosure Management noteditable. When report objects are not editable, the content in the report objectscannot be changed and the report objects cannot be checked out. Report objects canstill be moved through the different workflow states.

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Procedure1. Open the report that you want to work with.2. Select the report object that you want to make not editable.3. Add a state that you will use to make the report object not editable.4. Select the state, make sure that Editable is not selected, and click OK.5. Choose whether the state will override existing workflows or apply to report

objects that have no workflow, and click OK.

Locking a reportIf a report in IBM

®

Cognos®

Disclosure Management is nearing its deadline forfiling, use a report-level workflow to lock the report and its report objects. When areport is locked, changes made to the data sources, variables and reference objectsnot updated when new information is available.

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Procedure1. Open the report that you want to work with.2. Delete the workflow states that are currently assigned to the report.3. Add a state that you will use to lock the report.4. Select the state and click Locked.5. Click OK.

Tip: You can view the progress in the All processes completed window in thestatus bar. When the lock process begins, the name of the button changes fromLock Report to Unlock Report. You cannot cancel locking a report whileCognos Disclosure Management is in the process of locking it. However, youcan unlock the report after the process is complete.

Email notification for workflow processesYou can use email notification in IBM

®

Cognos®

Disclosure Management to informthe next users in a workflow that the workflow state has changed. The email canautomatically include required information and a user can customize the defaultcontent of the email message before it is sent.Related information:“Adding a workflow template” on page 65If the workflow template that you need does not exist in IBM

®

Cognos®

DisclosureManagement, you can add one.“Customizing a workflow assigned to a report object” on page 67You can customize the workflow for a report object in IBM

®

Cognos®

DisclosureManagement.“Granting permission to manage notifications” on page 157By default, only the administrator can manage subscriptions and configurenotifications and templates in IBM

®

Cognos®

Disclosure Management. However,you can grant permission to specific users or user groups to perform this task.

Configuring the email notification template for a workflowIf you want users to send an email notification when they move a report object tothe next step in the approval process in IBM

®

Cognos®

Disclosure Management,you can create an email template to include a default message and update thenotifications configuration file.

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The configuration file is Notifications.config. You can configure the location ofthe template files for each notification event in the notifications section of theconfiguration file.

Restriction: Make sure that the recipient of the email registers the CognosDisclosure Management protocol in the Options window, as described in the IBMCognos Disclosure Management User Guide. Also, if the recipient of the email usesweb mail, links might not appear or function correctly.

Example

Use the following example to configure the email notification configuration file:

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<Notifications><MessageTemplates><MessageTemplate event="ReportObjectWorkflowStateChanged" format="Html"filePath ="EmailTemplates\ChangeReportObjectWorkflowState.html" /><MessageTemplate event="ReportGenerated" format="Html"filePath ="EmailTemplates\ReportGenerated.html" />

</MessageTemplates></Notifications>

The following list provides the detail for this configuration:v The notifications system can be enabled or disabled using the Notifications

enabled attribute.v Set the format for the event to either Plaintext or Html.v The file path to the template is relative to the application path.

What to do next

Create an email template file that includes an email subject line, body, and tags.

Email template parametersIf you want users to send an email notification when they move a report object tothe next step in the approval process in IBM

®

Cognos®

Disclosure Management,you can complete the email template with parameters for two types of emailevents. The custom format allowed depends on the type of event.

Create an email template file that includes an email subject line, body, and tags.The first line of the template file contains the template for the subject line of thenotification and the rest of the file contains the template for the body of thenotification. Include tags that are dynamically replaced with values when thenotification is sent. The format of a tag is $(TagName[: customFormat]) , whereTagName is the name of the value which you want to place at the tag location andcustomFormat is a custom string formatting parameter. If a tag is null, then anempty string is used in the notification.

The ReportObjectWorkflowStateChanged event

For the ReportObjectWorkflowStateChanged event, use the following supportedtags:

ReportNameThe tag format is “string”. The name of the report that contains the reportobject with the workflow state changes.

ReportObjectNameThe tag format is “string”. The name of the report object with theworkflow state changes.

SenderFirstNameThe tag format is “string”. The first name of the user who changed theworkflow state.

SenderLastNameThe tag format is “string”. The last name of the user who changed theworkflow state.

SenderEmailThe tag format is “string”. The email address of the user who changed theworkflow state.

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InitialStateNameThe tag format is “string”. The name of the initial workflow state.

FinalStateNameThe tag format is “string”. The name of the final workflow state.

ReportObjectLinkThe tag format is “string”. The link from Cognos Disclosure Managementto the report object.

ReportObjectDueDateThe tag format is “datetime”. The due date and time (UTC) of the reportobject.

Tip: If you are not located in the UTC time zone, conversion is required todetermine the due date and time as it corresponds to your time zone.

WorkflowStateDueDateThe tag format is “datetime”. The due date and time (UTC) of the finalworkflow state.

Tip: If you are not located in the UTC time zone, conversion is required todetermine the due date and time as it corresponds to your time zone.

ToRecipientsThe tag format is “string”. The list of recipients associated with the finalworkflow state. These are the users in the To field of the notification.

CcRecipientsThe tag format is “string”. The list of recipients associated with the initialworkflow state. These are the users in the Cc field of the notification.

NotificationMessageThis is the custom notification message. If the user does not supply acustom message, the message from the transition is used. If the workflowstate transition email body field is empty, an empty string is used.

The ReportGenerated event

For the ReportGenerated event, use the following supported tags:

ReportNameThe tag format is “string”. The name of the generated report.

ReportLinkThe tag format is “string”. The link to the report that was generated.

NotificationMessageThe tag format is “string”. The custom notification message.

Enabling and configuring email notification for a workflowYou can set up the email notification feature to send an automated email to theassigned user of a workflow process in IBM

®

Cognos®

Disclosure Management.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Notifications, double-click Email Settings.3. In the Email Settings pane, select the Enable Email Notifications check box.4. In the SMTP Server Settings area, complete the following settings:v A valid sender email address.v A valid mail server name.v A valid port number for the mail server.

5. In the Security and Authentication area, you can perform one of the followingsteps to set the user credentials:v Select the Use Default Credentials check box to use the default credentials.

This will use the credentials on the application server to authenticate to theSMTP server.The credentials on the application server are defined in the fileCredentials.config, under EmailNotifications.

v Clear the Use Default Credentials check box to override the defaultcredentials. Type a user name and password.

6. To enable Secure Sockets Layer (SSL), select the Enable SSL check box.7. Click Save.

Enabling custom email messages in a workflowYou can enable and disable the feature that allows users to add custom messagesto email notifications in the workflow in IBM

®

Cognos®

Disclosure Management.

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Procedure1. Click File > Options.2. In the Options window, select the Allow custom email notification message

check box.3. Click OK.

Progress reports, audit trails, and workflow assignment reportsYou can monitor information about a report in IBM

®

Cognos®

DisclosureManagement with progress reports, audit trails, and workflow assignment reports.

A progress report provides a detailed view of the status of report objects. The audittrail provides detailed analysis of all changes that are made to reports or reportobjects. The workflow assignment report provides a detailed view of the workflowfor each report. For example, you can see the due date for each workflow state.

These reports can be run at any time by the administrator or by any user who hasadministrative access to the feature.Related information:“Granting permission to view the audit trail” on page 159An audit trail is a detailed analysis of all changes that are made to reports or reportobjects. By default, only the administrator can view the audit trail in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or user

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group to perform this task.“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.

Creating a progress reportYou can create a progress report for a report in IBM

®

Cognos®

DisclosureManagement that provides a detailed view of the status of report objects.

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Procedure1. Click the Home tab and, in the Navigation pane, click Report.2. In the Home tab, select the report and click Progress Report.3. In the progress report, perform one or more tasks:v To copy the data into Microsoft Excel for further analysis, click Export to

Excel. Alternatively, right-click the report, and click Export To Excel.

v To change the appearance of the report, right-click any column header, andclick one of the available options. For example, you can sort, group, andfilter.

v To refresh the data in the report, click Refresh, or right-click the report andclick Refresh.

4. Click Close.

Viewing an audit trailYou can view an audit trail for a report, report objects, or login activity in IBM

®

Cognos®

Disclosure Management.

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Complete the steps in this procedure to perform the following tasks:v View an audit trail for a report.v View a detailed audit trail for all the report objects in a report.v View an audit trail for all login activity.

Restriction: If you work in Microsoft Office 2003 or 2007, you can work with onlyone instance of a PowerPoint object at a time. When you view audit trails forPowerPoint objects, the audit trail content does not load because of this limitation.You will receive a message in which you can save the logs separately. If you workin a later version of Microsoft Office, this restriction does not apply.

Procedure1. Open the report that you want to work with.2. Click Home > Report Audit Trail. The Audit Report window opens, displaying

information such as the report name, description, date, and operation type, fora list of the versions of the report.

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What to do next

The audit trail is presented as a grid, and you can sort and group some of thecolumns. To group the table by a column, drag and drop the column into the Draga column header here to group by that column area above the column header.

You can also click the following buttons to perform additional tasks:

RefreshTo refresh the audit trail.

Export to Microsoft ExcelTo export the list of audit records to a Microsoft Excel file. You can alsofilter the number of audited records based on date.

Report ObjectTo view a detailed audit trail of all the report objects in the report. To viewa report object version in the application that it was created in, select aversion of the report object from the audit trail list, and click View. Youcan also click View to view report object content from previous versions.

Login To view an audit trail of all login activity for all users that have loggedinto Cognos Disclosure Management.

Close To close the Audit Report window.

Creating a workflow assignment reportThe workflow assignment report provides a detailed view of your assigned areasof the workflow in IBM

®

Cognos®

Disclosure Management. For example, you cansee the due date for your assignments.

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Procedure1. Click the Home tab and, in the Navigation pane, click Report.2. In the Home tab, select the report and click User Workflow Assignment.3. In the progress report, perform one or more tasks:v To change the appearance of the report, right-click any column header, and

select one of the available options. For example, you can sort, group, andfilter.

v To refresh the data in the report, click Refresh, or right-click the report andclick Refresh.

4. Click Close.

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Chapter 7. Data sources

A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. As the administrator, you candefine OLAP, relational, Microsoft Excel, and HFM data sources to be queried andreported on in IBM

®

Cognos®

Disclosure Management.

A data source defines the physical connection to a database. The data sourceconnection specifies the parameters needed to connect to the database, such as thelocation of the database and the timeout duration.

A data source connection can include credential information and signon. You canalso add new connections to a data source and modify or delete existingconnections.

You can add data source connections to the following data types:v OLAPv Relationalv Microsoft Excelv Hyperion Financial Management (HFM)

You must create a data source connection before users can create queries. After youadd a data source, an icon with the name of the data source appears in the DataSource Connectivity work area. You should then inform users that the data sourceis available for them to perform queries and run reports. You can optionally exportthe list of data sources into a CSV file by right-clicking in the working space andclicking Export as .csv.Related information:“Granting permission to manage data” on page 160A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. By default, only theadministrator can manage data sources in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.

Configuring the whitelist element for data sourcesYou must configure the whitelist element in the CDM.config file so that IBM

®

Cognos®

Disclosure Management can connect successfully to data sources.

Procedure1. Open the CDM.config file on the computer where Cognos Disclosure

Management server is installed. The default location is C:\inetpub\wwwroot\CDM\config\CDM.config .

2. Locate the add key inside the DataSources\Whitelist element element:<add name ="Any data source" serverName="*" />

3. Modify the key by making these changes:a. Enter a unique value for the name parameter.b. Enter the name or the IP address of the database server as a value for the

serverName parameter.

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Tip: You can use the following wildcards: *, which represents any sequenceof zero or more characters, and ?, which represents any single character.

4. For each data source that you want to connect to, add a new add key, andspecify new values for the name and serverName parameters.

5. Save the changes to the CDM.config file.

Results

You can now use Cognos Disclosure Management to add a data source and thenconnect successfully to the database server.Related information:“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

Configuring Windows authenticationIf you plan to use Windows authentication to connect to your IBM

®

Cognos®

Disclosure Management data source, you must enable a data sources account byediting the CDM.config file.

Procedure1. Open Windows Explorer.2. Navigate to the path where the Cognos Disclosure Management server was

installed. The default folder is C:\inetpub\wwwroot\CDM\config.3. Open the Credentials.config file.4. Locate the DataSourcesCredentials key element:

<DataSourcesCredentials enabled="true" userName="" password="" />

5. Modify the key by making these changes:a. Ensure that the name parameter is set to true.b. Set the value of the userName parameter to the name of a Windows account

that has access to the database server.c. Set the value of the password parameter to the password of the Windows

account.6. Save the changes to the Credentials.config file.

Results

You can now use Cognos Disclosure Management to connect to a data sourceusing Windows authentication.

Adding an OLAP data sourceYou must add an external OLAP data source so that IBM

®

Cognos®

DisclosureManagement users can query OLAP data.

Before you begin

On the Cognos Disclosure Management application server, you must install 64-bitversions of the client runtimes for each OLAP database type that you plan to use:v For an Oracle Essbase data source, follow these steps:

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1. Download and install Essbase Client install from the Oracle website(http://www.oracle.com).

2. Edit the PATH Environment Variable to include the Essbase Client 'bin'folder.For example, the Oracle home path on a 64-bit computer isC:\Oracle\Middleware. Therefore, the Essbase Client bin path isC:\Oracle\Middleware\EPMSystem11R1\common\EssbaseRTC-64\11.1.2.0\bin.

v For a Microsoft Analysis Services data source, download and installADOMD.NET from the Microsoft website (http://www.microsoft.com).

v For an IBM Cognos TM1 data source, download and install the IBM CognosTM1 client, version 9.5 or later.

Tip: To connect to TM1 10.1 data, you must install the same version of TM1client library on the Cognos Disclosure Management application server.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity. The Data Source Connectivity work area opens.3. Click Add > OLAP Data Source.4. Specify the connection parameters for one of the following OLAP data types:v Oracle Essbasev Microsoft Analysis Servicesv IBM Cognos TM1

Tip: You can connect to IBM Cognos Controller data by first publishing thedata to a TM1 cube and then using Cognos Disclosure Management toconnect to the TM1 data source.

5. Click Test Connection.

v If the connection succeeds, the Connection successful icon

isdisplayed.

v If the connection fails, the The connection test failed icon

is displayed.Check with the database administrator to ensure that the database server isrunning and that you have the correct parameters.

Results

Users can now create and edit queries based on the newly defined OLAP datasource. They can also associate their queries with reports, allowing query results tobe used by the reports.

What to do next

You must ensure that each new data source is added to the whitelist element sothat the application server can authenticate the data source.Related information:

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“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

Connection parameters for Oracle EssbaseWhen you create a connection to an Oracle Essbase data source in IBM

®

Cognos®

Disclosure Management, you must set connection parameters.

You can use the following connection parameters for Oracle Essbase.

Name Enter a unique name.

Description Optional: Specify a description for the data source.

Expiration PolicySelect an expiration policy. Expiration policies determine when the cacheddata must be refreshed from the underlying external data sources.

ProviderSelect Oracle Essbase.

Server Enter the name of the Essbase server. For example, essbaseserver.

Authentication TypeSelect Basic Authentication to authenticate against the server account.

Select Active Directory SSO to authenticate using an existing ActiveDirectory user account. The credentials will be passed to Essbase Serverand only data that the Active Directory user is authorized to view will bereturned. Using this option, you no longer need to create additionalaccounts to use Essbase data sourcing.

Important: If you define queries with Essbase SSO, these are run againstEssbase SSO with your credentials as the current user of Cognos DisclosureManagement. Your credentials need to be imported into Cognos DisclosureManagement from an Active Directory source. The same Active Directoryneeds to be defined at the Oracle Essbase Server level under SharedServices.

User IdEnter the user name of the Essbase server account if you are using Basicauthentication.

Enter the user name of the account that has access to the Essbase datasource if you are using Windows authentication.

PasswordEnter the password of the account that you are using for authentication.

Login AttributeWhen using Essbase Single Sign-On authentication Active Directory SSO,use the default value sAMAccountName.

Important: This is the attribute in the Lightweight Directory AccessProtocol (LDAP) to identify users in Active Directory. You should use thisdefault value.

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Locking UserWhen using Essbase Single Sign-On authentication Active Directory SSO,enter the user name of the user to use when refreshing report contentsafter locking the report.

Locking PasswordWhen using Essbase Single Sign-On authentication Active Directory SSO,enter the password of the user to use when refreshing report contents afterlocking the report.

ApplicationEnter the name of the application on the server that is hosting the Essbasecube.

Cube Enter the name of the cube that is defined in Oracle Essbase.

Connection parameters for Microsoft Analysis ServicesWhen you create a connection to a Microsoft Analysis Services (MSAS) data sourcein IBM

®

Cognos®

Disclosure Management, you must set connection parameters.

You can use the following connection parameters for an MSAS data source.

Name Enter a unique name.

Description Optional: Specify a description for the data source.

Expiration PolicySelect an expiration policy. Expiration policies determine when the cacheddata must be refreshed from the underlying external data sources.

ProviderSelect Microsoft Analysis Services.

Server Enter the name of the MSAS server. For example, msasserver.

Authentication TypeSelect Windows Authentication to authenticate against a data sourcesMicrosoft Windows account that users create on their computers. Usersmust assign rights for the data sources account to access the data sources.A separate data sources account gives you more flexibility when you areassigning access rights on external data.

Important: The Credentials.config file needs to be updated for theDataSourcesCredentials configuration settings.

ApplicationEnter the name of the application on the server that is hosting the MSAScube.

Cube Enter the name of the cube that is defined in MSAS.

Connection parameters for IBM Cognos TM1When you create a connection to an IBM Cognos TM1 data source in IBM

®

Cognos®

Disclosure Management, you must set connection parameters.

You can use the following connection parameters for IBM Cognos TM1.

Name Enter a unique name.

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DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy. Expiration policies determine when the cacheddata must be refreshed from the underlying external data sources.

ProviderSelect TM1.

Server Enter the name of the Cognos TM1 server. For example, tm1server.

Authentication TypeSelect Basic Authentication to authenticate against the server accountusing standard Cognos TM1 credentials.

Select Cognos Access Manager to authenticate using an existing CognosAccess Manager user account. The credentials will be passed to CognosTM1 and only data that the user is authorized to view will be returned.Using this option, you no longer need to create additional accounts to useCognos TM1 data sourcing.

Select CAM - Interactive User (user_name) to authenticate against CognosAccess Manager, where user_name is the name of the user according to thecredentials that the user is currently logged in with. The credentials will bepassed to Cognos TM1 and only data that the user is authorized to viewwill be returned.It is important to note the following considerations when leveraging CAM- Interactive User as an authentication type:v When using CAM - Interactive User data queries, objects will refresh

based on the specified user's level of access in the Cognos TM1 Cube.This introduces the concept of the per-user cache in which the contentsaved to the database can be different between users. This applies whengenerating a report as well since there can be data retrieved that theperson is not entitled to see. The appropriate View Report andWorkflow Filter permissions should be applied. For example, only suser with full access to the information should be granted the GenerateReport permission.

v After a report has been locked, any user who opens an object will seethe query results that were saved in the database at lock time. Theseresults have been pulled from the cube using another data source's usercredentials. Therefore, users opening the object after the report is lockedwill see query results they are not entitled to see. Ensure that theappropriate view report or workflow view filter is applied in order tonot expose data to unauthorized users.

v Caching per user will be done not just for these queries, but also for ##Dvariables which pull data from those query results. For all objects whichhold such queries, the system will check to see if there are ##S variablesdefined. If there are, caching of all corresponding ##D variables will bedone per user, also for any other ##R and ##WR variables in the sameobject with ##D variables.

v This also affects report validation: as the results will be returned basedon the user performing the validation report. This is because the ##Rvariables may reference results of queries that generate different resultsfor different users.

v The previous point also applies to workflow rules defined in an object asthe ##WR variables may be evaluated differently. Ensure that this point is

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taken into consideration when defining workflow rules as this will affectthe user's ability to advance to the next workflow state.

v Ensure that queries created using this method are utilized effectively dueto the per-user cache architecture. The cache database may grow largerin size based on the amount of queries in the report.

User IdEnter the username of the TM1 server account if you are using Basicauthentication.

PasswordEnter the password of the account that you are using for Basicauthentication.

Locking UserWhen using Cognos Access Manager authentication (CAM - InteractiveUser), specify the username of the user to use when refreshing reportcontents after locking the report.

Locking PasswordWhen using Cognos Access Manager authentication (CAM - InteractiveUser), specify the password of the user to use when refreshing reportcontents after locking the report.

Namespace IdWhen using Cognos Access Manager authentication, specify the namespaceID of the user to use when refreshing report contents after locking thereport.

TM1 ServerEnter the name of the TM1 Server on the server that is hosting the TM1cube.

Cube Enter the name of the cube that is defined in TM1.

Adding a relational data sourceYou must add an external relational data source so that IBM

®

Cognos®

DisclosureManagement users can query relational data.

Before you begin

On the Cognos Disclosure Management application server, you must install 64-bitversions of the client runtimes for each relational database type that you plan touse:v For a Microsoft SQL Server data source, no further installation is required. The

client runtime is included in the .NET Framework.v For an IBM DB2 data source, download and install the IBM Data Server Driver

Package (https://www14.software.ibm.com/webapp/iwm/web/preLogin.do?source=swg-idsdpds).

Important: This package contains the IBM DB2 ADO.NET provider and theclient runtime.

v For an Oracle data source, download and install the Oracle Instant Client andthe Oracle Data Provider for .NET (http://www.oracle.com/index.html).

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About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity.3. Click Add > Relational Data Source.4. Specify the connection parameters for one of the following relational data

types:v Microsoft SQL Serverv Oraclev IBM Cognos DB2 for Linux, UNIX, and Windowsv IBM DB2 for iv ODBCv OLE DB

5. Click Test Connection.

v If the connection succeeds, the Connection successful icon

isdisplayed.

v If the connection fails, the The connection test failed icon

is displayed.Check with the database administrator to ensure that the database server isrunning and that you have the correct parameters.

Results

Users can now create and edit queries based on the newly defined relational datasource. They can also associate their queries with reports, allowing query results tobe used by the reports.

What to do next

You must ensure that each new data source is added to the whitelist element sothat the application server can authenticate the data source.Related information:“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

Connection parameters for Microsoft SQL ServerWhen you create a connection to a Microsoft SQL Server data source in IBM

®

Cognos®

Disclosure Management, you must set connection parameters.

You can use the following connection parameters for Microsoft SQL Server.

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

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Expiration PolicySelect an expiration policy.

Connection TypeSelect one of the following types:v Microsoft SQL Server 2005

v Microsoft SQL Server 2008

Server NameEnter the name of the SQL server that holds the database.

AuthenticationSelect SQL Server Authentication to authenticate against the serveraccount.

Select Windows Authentication to authenticate against a data sourcesMicrosoft Windows account that users create on their computers. Usersmust assign rights for the data sources account to access the data sources.A separate data sources account gives you more flexibility when you areassigning access rights on external data.

User NameEnter the username of the SQL server account if you are using SQL Serverauthentication.

Enter the username of the account that has access to the SQL data source ifyou are using Windows authentication.

PasswordEnter the password of the account that you are using for authentication.

DatabaseSelect the database name from the drop-down menu.

Connection parameters for OracleWhen you create a connection to an Oracle data source in IBM

®

Cognos®

DisclosureManagement, you must set connection parameters.

You can use the following connection parameters for Oracle.

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

Connection TypeSelect one of the following types:v Oracle 9

v Oracle 10

v Oracle 11

Server NameEnter the name of the Oracle server that holds the database.

Port Enter the port number that is used by the server to establish theconnection to the service.

Service NameEnter the name of the service or database that hosts the information.

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User NameEnter the username of the account with access to the service.

PasswordEnter the password of the account.

Connection parameters for IBM DB2 for Linux, UNIX, andWindows

When you create a connection to an IBM DB2 for Linux, UNIX and Windows datasource in IBM

®

Cognos®

Disclosure Management, you must set connectionparameters.

You can use the following connection parameters for IBM DB2.

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

Connection TypeSelect IBM DB2 for Linux, UNIX, and Windows.

Server NameEnter the name of the server that holds the DB2 database.

Important: The format should be ADDRESS:PORT. The default port numberis 446.

DatabaseEnter the name of the database.

User NameEnter the user name of the account with access to the database.

PasswordEnter the password of the account.

Connection parameters for IBM DB2 for iWhen you create a connection to an IBM DB2 for i data source in IBM

®

Cognos®

Disclosure Management, you must set connection parameters.

You can use the following connection parameters for IBM DB2 for i.

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

Connection TypeSelect Relational IBM DB2 for i.

Server NameEnter the name of the server that holds the DB2 database.

Important: The format should be ADDRESS:PORT. The default port numberis 446.

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User NameEnter the user name of the account with access to the database.

PasswordEnter the password of the account.

DatabaseEnter the name of the database.

Connection parameters for ODBCWhen you create a connection to an Open Database Connectivity (ODBC) in IBM

®

Cognos®

Disclosure Management, you must set connection parameters.

You can use the following connection parameters for ODBC.

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

Connection TypeSelect ODBC.

Connection StringEnter the name of the connection string.

Important: Cognos Disclosure Management does not support DSN ODBC datasources.

Connection parameters for OLE DBWhen you create a connection to an Object Linking and Embedding Database (OLEDB) in IBM

®

Cognos®

Disclosure Management, you must set connectionparameters.

You can use the following connection parameters for OLE DB.

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

Connection TypeSelect OLE DB.

Connection StringEnter the name of the connection string.

Adding a Microsoft Excel data sourceYou must add a Microsoft Excel data source so that IBM

®

Cognos®

DisclosureManagement users can query data in an external Microsoft Excel spreadsheet.

About this task

Users with the appropriate permissions can do this task.

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Procedure1. Ensure that the Microsoft Excel spreadsheet is on a network that is accessible

by the Cognos Disclosure Management server.

Restriction: The server cannot link to a file that is on your computer.2. Click the Home tab and, in the Navigation pane, click Administration.3. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity.4. Click Add > External Microsoft Excel File Data Source.5. Specify the following connection parameters:

Name Enter a unique name.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

File PathClick Select File, browse to the location of the Microsoft Excel file, anddouble-click the file name.

Important: The file location must be accessible by the applicationserver.

Restriction: You cannot edit the file path manually. To change the filepath, click Select File again, and browse to a new location.

Allow Query Variables in File PathSelect this check box to enable a user to use query variables in the filepath of the Excel data source.

This option is useful if a user wants to centrally manage a data sourcelocation and update it whenever the source location of the Excel filechanges.

6. Click Test Connection.

v If the connection succeeds, the Connection successful icon

isdisplayed.

v If the connection fails, the The connection test failed icon

is displayed.Check with the database administrator to ensure that the database server isrunning and that you have the correct parameters.

Results

Users can now create and edit queries to the newly created Microsoft Excel datasource. They can also associate their queries with reports, allowing query results tobe used by the reports.

What to do next

You must ensure that each new data source is added to the whitelist element sothat the application server can authenticate the data source.Related information:

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“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

Adding an HFM data sourceYou must add a Hyperion Financial Management (HFM) data source that IBM

®

Cognos®

Disclosure Management users can use to create and refresh HFM formulasat the report object level.

Before you begin

On the Cognos Disclosure Management application server, you must downloadand install the 64-bit version of the Oracle Hyperion Financial Management Clientsoftware (http://www.oracle.com/index.html).

About this task

Users with the appropriate permissions can do this task.

Users do not create queries using an HFM data source. After an HFM server isdefined, users can create and refresh HFM formulas. These formulas are resolvedwhen a report is generated.

Procedure1. Ensure that the HFM database server is accessible by the Cognos Disclosure

Management server.

Restriction: The server cannot link to a file that is on your computer.2. Click the Home tab and, in the Navigation pane, click Administration.3. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity.4. Click Add > HFM Data Source.5. Specify the following connection parameters:

Name Enter the exact name of the application that holds the HFM data.

Important: The data source name should be the same as theconnection used in HFM formulas.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy.

Server nameEnter the name of the server that holds the HFM database.

Cluster nameThis name appears after the server connection is made. It is noteditable.

ApplicationSelect the name of the application that holds the HFM data.

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DomainEnter the domain name of the server that contains the HFM data.

Url Enter the URL of the HFM server.

UsernameEnter the username of the account with access to the database.

PasswordEnter the password of the account.

6. Click Test Connection.

v If the connection succeeds, the Connection successful icon

isdisplayed.

v If the connection fails, the The connection test failed icon

is displayed.Check with the database administrator to ensure that the database server isrunning and that you have the correct parameters. You can also expand theerror message to see further details to help you troubleshoot the connection.

Results

Users can create and refresh HFM formulas that use the data source. Theseformulas are resolved when a report is generated.

What to do next

You must ensure that each new data source is added to the whitelist element sothat the application server can authenticate the data source.Related information:“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

Adding a Business Intelligence data sourceYou can define an IBM Cognos Business Intelligence data source that allows you torefresh IBM Cognos for Microsoft Office data, such as cross-tabs, charts, lists, andimages, in your Excel report objects.

Before you begin

You must have a valid URL that connects to the Cognos Business Intelligenceserver where your Cognos for Microsoft Office data is stored.

About this task

Users with the appropriate permissions can do this task.

The Cognos for Microsoft Office add-in is used for placing Cognos BusinessIntelligence data into Excel report objects. Excel report objects can be created inCognos Disclosure Management or they can be Excel files that already haveCognos Business Intelligence data in them and are imported into CognosDisclosure Management.

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A global refresh of all Cognos for Microsoft Office data in your Excel report objectswhen:v the expiration policy you choose for the data source has expired,v you perform a global refresh of the data at any time by selecting Full Refresh

Report (not Quick Refresh Report) when working with a report,v when you lock or unlock a report object,v you generate a report. Report generation has several options, including a

Perform Full Refresh option that must be selected in order to perform a globalrefresh of the data. If this option is not selected, the report generation isperformed without a global refresh.

When a global refresh occurs, the Cognos Business Intelligence data is refreshedsimilar to when you use a Cognos for Microsoft Office Refresh Data and Formatoption. Floating Cognos Business Intelligence content (for example, images such ascharts displayed as images) is refreshed similar to the Cognos for Microsoft OfficeRefresh Data option.

Note: If one Excel report object has data from two different Cognos BusinessIntelligence servers and one of the expiration policies triggers a refresh, the datafrom the second server (where the expiration policy is yet to expire) is alsorefreshed.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity.3. Click Add > Business Intelligence Data Source.4. Specify the following connection parameters:

Name Enter a name for the data source.

DescriptionOptional: Specify a description for the data source.

Expiration PolicySelect an expiration policy. Expiration policies determine when thecached data must be refreshed from the underlying external datasources.

URL Enter the URL that connects to the server location where the CognosBusiness Intelligence data is stored.

Namespace IDEnter the ID of the namespace defined on the Cognos AccessManagement server that has been configured for the Cognos BusinessIntelligence server you need to access.

UsernameEnter the username for the Namespace ID you have entered.

PasswordEnter the password for the Username you are using.

5. Click Test Connection.

v If the connection succeeds, the Connection successful icon

isdisplayed.

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v If the connection fails, the The connection test failed icon

is displayed.Check with the Cognos Business Intelligence server administrator to ensurethat the server is running and that you have the correct parameters. You canalso expand the error message to see further details to help you troubleshootthe connection.

6. Click OK.

Results

Users can refresh the Cognos for Microsoft Office content in their Excel reportobjects.Related information:“New features in IBM Cognos Disclosure Management Version 10.2.4” on page 2IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

Editing a data source connectionYou can edit a data source connection for IBM

®

Cognos®

Disclosure Management.

Before you begin

Ensure that no reports will be adversely affected if you edit the existing datasource connection.

About this task

Users with the appropriate permissions can do this task.

If you no longer require a data source connection, you can delete it from CognosDisclosure Management. In some cases, however, you might want to continueusing a specific data source connection, but one or more of its connectionparameters are no longer valid. In these cases, you can edit the data source. Forexample, if a database is moved to a different server, and you still want to accessthe same data, you must update the data source connection with the name or IPaddress of the new server.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity.3. Double-click the icon with the name of the data source, and click Edit.4. Edit the connection parameters. For more information, see the Connection

parameters topic for the database type that you are editing.

Restriction: You can modify only the connection information. To change to adifferent database type, you must create a new data source and specify the newdatabase type.

5. Click Test Connection.

v If the connection succeeds, the Connection successful icon isdisplayed.

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v If the connection fails, the The connection test failed icon is displayed.Check with the database administrator to ensure that the database server isrunning and that you have the correct parameters.

6. Click OK.

Deleting a data source connectionIf you no longer need a data source connection for IBM

®

Cognos®

DisclosureManagement, you can delete it.

Before you begin

Ensure that no reports will be adversely affected by deleting or modifying theexisting data source connection. You cannot delete a data source if any queries aredefined against it.

About this task

Users with the appropriate permissions can do this task.

Important: If you delete a data source, you cannot undo your action. Proceed withcaution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click Data

Source Connectivity.3. Click the icon with the name of the data source, and click Delete.4. In the confirmation window, click Yes.

Expiration policiesIBM

®

Cognos®

Disclosure Management uses a data cache to manage refreshed dataand expiration policies to determine when cached data is obsolete.

When a user performs an action on a report, such as opening a report object orgenerating the entire report, Cognos Disclosure Management refreshes the externaldata and updates the data cache. Any future refresh operations will access the datacache, without retrieving data from external data sources.

If users require the latest data and not the cached data, users can run a FullRefresh on a report or report object, or generate a report with Perform full refreshenabled.

Important: Frequent manual refreshes of the data source can negatively impactperformance.

As an alternative, users can define when the cached data is considered obsolete byusing expiration policies. Expiration policies determine when the cached data mustbe refreshed from the underlying external data sources. Cognos DisclosureManagement supports the following types of expiration policies:1. Absolute Time sets a policy that is based on a fixed date and time.

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The data that is associated to this policy is obsolete in the data cache when theconfigured date and time are reached.The specified time is based on Universal Time (Coordinated Universal Time) onthe IBM

®

Cognos®

Disclosure Management server. When users access expirationpolicies from the Cognos Disclosure Management client, the displayed time isrelative to the user's local time zone and format.

2. Sliding Time sets a policy based on an interval of time. Data that is associatedwith this policy is obsolete in the data cache after a specified time interval,calculated from the moment when the data was cached.

3. Extended Format Time sets a fully customizable policy.You can define the minute, hour, day, month, and frequency of the expiration.Data that is associated to this policy is obsolete in the data cache when all thedefined conditions are met.

4. File Dependency sets a policy that expires when the specified file is modified.Data that is associated to this policy is obsolete in the data cache when theconfigured file has been modified, calculated from the moment when the datawas cached.

Cognos Disclosure Management includes several pre-defined expiration policies.The Whenever the external Microsoft Excel file is modified expiration policyapplies to External Microsoft Excel File data sources. This policy cannot be editedor deleted. Data that is associated to this policy is obsolete in the data cache whenthe external data source has been modified, calculated from the moment when thedata was cached.

Important: Users must have Manage Expiration Policies permission to add, edit,or delete expiration policies.

Adding an expiration policyYou can add expiration policies in IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click

Expiration Policies. The expiration policies load in the working space.3. Click Add > Expiration Policy.4. Enter a name and description for the policy.5. Select a policy type from the drop-down list.v Absolute Time sets a policy that is based on a fixed date and time.

You must specify a future date and time.v Sliding Time sets a policy using an interval of time.

Modify the interval by selecting the number of days, hours, or minutes andthen clicking the up or down arrows to adjust the value.

v Extended Format Time sets a fully customizable policy.You can define the minute, hour, day, month, and frequency of theexpiration.

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v File Dependency sets a policy that expires when the specified file ismodified.Enter the file path information or click Select a file to specify the datasource.You can optionally click Test Connection to test your data source connection.

6. Click OK.

Editing an expiration policyYou can edit expiration policies in IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click

Expiration Policies. The expiration policies load in the working space.3. Select an expiration policy.4. Click Edit.5. Update the policy information.6. Click OK.

Deleting an expiration policyYou can delete expiration policies in IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Important: If you delete an expiration policy, you cannot undo your action.Proceed with caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. In the Navigation pane, expand External Data, and then double-click

Expiration Policies. The expiration policies load in the working space.3. Select an expiration policy.4. Click Delete.5. In the confirmation window that opens, click Yes.

Results

The policy is deleted if the policy is not associated to an external data source. Ifthe expiration policy is used, an error message is returned to the user.

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Chapter 8. Data queries

A query is a request for information from a database that is based on specificconditions. You can use a data query in IBM

®

Cognos®

Disclosure Management tocreate custom data queries on external data sources and retrieve the results into areport. The query can be then inserted into an Excel object.

Users can copy a report-level query variable to the object-level variables table andapply properties to it. For more information, see the IBM Cognos DisclosureManagement User Guide.Related information:“Granting permission to manage data” on page 160A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. By default, only theadministrator can manage data sources in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.

OLAP data queriesYou can add an OLAP data query in IBM

®

Cognos®

Disclosure Managementagainst an Oracle Essbase, IBM Cognos TM1, or Microsoft Analysis Services datasource.

You can use the Add OLAP Data Query window to add data queries usingpredefined dimension/member view or by selecting specific dimensions andmembers. If you manually select dimensions and members, you can specify whichdimensions represent the columns and rows of the data query.

Adding an OLAP data query with custom dataYou can add an OLAP data query that contains selected dimensions and membersin IBM

®

Cognos®

Disclosure Management.

Before you begin

You must have already created a data source that points to the OLAP database andspecifies the database type.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Click Add > OLAP Query.4. Enter a query name in the Name field.5. Select an OLAP data source from the drop-down list in the OLAP Data

Source field.6. For a TM1 OLAP database, select the view to open, or select <none> in the

View drop-down list.

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The dimensions available display in the Page Options column. Dimensionswith an associated member display in the <dimension>.<member> format.Dimensions that do not have an associated member are highlighted.

7. Optional: You can add or modify a member for a dimension before addingthat dimension as a column or row.

Restriction: You can add only one member using this method.a. Double-click a dimension name in the Page Options column.b. In the Select a Dimension Member window, expand the member hierarchy

to locate the appropriate member.

Tip: Select Show Aliases to display the alias names of the dimensionsinstead of the actual names.

c. Select a member and click OK.8. In the Add OLAP Data Query window, use the arrow keys or drag

dimensions to assign rows and columns in the query.You must select a default member in the Page Options column. Ensure that aleaf-level member is selected if the query is write-back enabled. A leaf-levelmember is a member of a hierarchy that has no children.

9. If needed, add or modify the members that are associated with a dimensionyou selected for the query. To add or modify members,a. Double-click a dimension in the Columns or Rows field.b. In the Edit Dimension Specifications window, expand the member

hierarchy to locate the appropriate members. When you select members,the following options might be available:

Show AliasesDisplays the alias names of the dimensions instead of the actualnames. For IBM Cognos TM1 queries, this option might not updatethe user interface to display the alternative alias. For moreinformation, see the IBM Cognos Disclosure Management BestPractices Guide.

Join Asymmetrically With Next DimensionSelects whether to group the results that are based on the parentmembers.

10. Add a multidimensional expression (MDX) script to the query, as needed.a. Click Add MDX Script.b. Enter the expression in the MDX Script window, and click OK.

You can use query variables in the MDX Script by typing them using theappropriate syntax. For example, {CurYear} can be created to represent theyear of the reporting period. Data from this query applies a filter based onthe year to ensure that data is updated based on different periods of thereporting cycle.

11. Optional: Use the tools in the Current member specifications list:v Change the dimension/member relationship to child or descendant by

clicking Change Relationship

v Change the order of the members with the Move Up and Move Downcontrols.

Important: In IBM Cognos Financial Statement Reporting, the parent-childorder returned is children before their parents. In Cognos DisclosureManagement, the default parent-child order returned is parents before their

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children. If you migrate your data from IBM Cognos Financial StatementReporting, version 6.6.1 to IBM

®

Cognos®

Disclosure Management, a specialflag is set to retain the same order result as Cognos Financial StatementReporting. If you would like to edit your query to change the order aftermigration, delete and replace the query and then relink your formulas.

12. Click OK.13. Specify a description for the OLAP data query in the Additional Properties

area of the Add OLAP Data Query window.14. Optional: Select Write-Back Enabled to allow a user to edit the data in the

query and write the data back to the OLAP cube.

Important: To write data back to an OLAP data source, all dimensionmembers in the data query must be leaf-level members. A leaf-level memberis a member of a hierarchy that has no children.

15. To specify a string for missing values, click the Display Missing Data Ascheck box. Type the string or value to indicated how zero or missing data isdisplayed, for example, Zero, Nil, and 0.

Important: If you select the Display Missing Data As check box, you cannotwrite back to the OLAP database. The Display Missing Data As check box ismutually exclusive with the Write-Back Enabled check box.

16. To suppress rows containing only null values, click the Suppress Rows WithNull Values check box.

17. To suppress rows containing only 0 (zero) values, click the Suppress RowsWith Zero Values check box.

18. To display row headers in the results table of an OLAP query, click theDisplay Dimension Row Headers check box.

Tip: The headers enable you use a pivot table in an Excel worksheet to sliceand dice data that is inserted into the object. You do not have to do a manualupdate if the Query Result changes.

19. Click Next.20. You can preview the OLAP query results. Click Back to modify the query or

click Next to associate reports with the query.21. To make the query visible for all reports, click the Make This Query Global

check box.22. Select the check boxes next to the reports that are to be associated with this

query, and then click Finish.Related information:“Creating a new data query based on an existing one” on page 112You can create a new query based on an existing query for all types of datasources in IBM

®

Cognos®

Disclosure Management.

Searching for members of a dimension in an OLAP data queryWhen creating or editing an OLAP query, you can search for a member of adimension in the OLAP database.

Before you begin

You must have already created a data source that points to an OLAP database andspecifies the database type.

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About this task

When creating or editing an OLAP query, you can search for a dimension memberby using the search text box located in the Select Dimension Member or EditDimension Specifications panes.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Click Add > OLAP Query or double-click the OLAP query you want to work

with.4. For an IBM Cognos TM1 OLAP database, select <none> in the View drop

down list.The dimensions available display in the Page Options column. Dimensionswith an associated member display in the <dimension>.<member> format.Dimensions that do not have an associated member are highlighted.

5. Double-click the dimension in either the Page options field, the Columns field,or the Row field. Either the Select a Dimension Member or the Edit DimensionSpecifications window opens.

6. Type the word to search in the Type and wait to search field. The search textcan be:v Oracle Essbase: member name or the MEMBER_ALIAS property.v Cognos TM1: member name, the MEMBER_CAPTION or the

MEMBER_ALIAS property.v Microsoft Analysis Service: member name or the MEMBER_CAPTION

property.

A list of members containing the search text opens. The search results areordered hierarchically, as are found in the dimension tree. You are able to selecta member node from the list. If selecting row or column members and youwant to include children, you can right click the node and choose theappropriate option: Children, IChildren, Descendants, IDescendants, andBottom Level Descendants.

7. When you have selected the member, click OK. You return to the edit dataquery screen.

What to do next

Finish editing or adding the OLAP data query.

Adding an OLAP data query with predefined viewsYou can add an OLAP data query with predefined views in IBM

®

Cognos®

Disclosure Management against an IBM Cognos TM1 data source.

Before you begin

You must have already created a data source that points to the OLAP database andspecifies the database type. You have also created specific database views in athird-party tool, such as IBM Cognos TM1 Architect.

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About this task

You can use the Add OLAP Data Query window to add data queries usingpredefined dimension/member views

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Click Add > OLAP Query.4. Enter a query name in the Name field.5. Select an OLAP data source from the list in the OLAP Data Source field.6. Select a predefined view from the View drop-down list.7. Select Write-Back Enabled to allow a user to edit the data in the query and

write the data back to the OLAP cube.

Restriction: To write data back to an OLAP data source, the dimension membersselected for the data query must be leaf-level members.8. Click Next.9. You can preview the OLAP query results. Click Back to modify the query or

click Next to associate reports with the query.10. Select the check boxes next to the reports that are to be associated with this

query, and then click Finish.

Results

The data query will filter based on the Cognos TM1 View. If the View is modifiedoutside on the Cognos TM1 cube level, the data query in Cognos DisclosureManagement will be updated appropriately.

Specifying how an OLAP data query returns missing valuesWhen missing or zero values are returned from an OLAP query in IBM

®

Cognos®

Disclosure Management, the user can create a string to show how the missing datais reported.

About this task

A check box and field called Display Missing Data As is added to the Add OLAPData Query and Edit OLAP Data Query windows. When you click the check box,the field is available for the user to edit.

Important: If you select the Display Missing Data check box, you cannot writeback to the OLAP database. The Display Missing Data As check box is mutuallyexclusive with the Write-Back Enabled check box in the same window.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. In the table, select the query that you want to edit and click Edit, or

double-click the row in the table.4. Click the Display Missing Data As check box.5. Type the string or value to indicated how zero or missing data is displayed, for

example: Zero, Nil, and 0.

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6. Click Next and continue to add or edit the query.

Adding a relational database queryWhen you query relational data sources in IBM

®

Cognos®

Disclosure Management,you must retrieve data through SELECT statements.

Before you begin

You must have already created a data source that points to the relational databaseand specifies the database type.

About this task

Users with the appropriate permissions can do this task.

Important: If you use SQL statements other than SELECT, such as UPDATE or DELETE,they are reported as errors. The advanced functionality for Microsoft products isbeyond the scope of this guide; however, some topics are included for yourconvenience. For more information, see Microsoft documentation or Microsoftonline help.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Click Add > Relational Query.4. Enter a query name in the Query Name field.5. Select a relational data source from the drop-down list in the Connection Name

field.6. Optional: Specify a description for the relational database query.7. Click Next.8. Select the check boxes next to the reports that are to be associated with this

query, and then click Finish.Related information:“Query building process” on page 107SQL statements have a specific syntax and require certain information, which canbe difficult to understand. When you select what you want to include in a SQLstatement in IBM

®

Cognos®

Disclosure Management, you can ensure that yourstatement is structured correctly.

Queries and SQLStructured Query Language (SQL) is a standard language for accessing andmanipulating databases. You use SQL when you work with queries in IBM

®

Cognos®

Disclosure Management.

You can use SQL statements to perform the following types of database-relatedtasks:v Execute queries against the databasev Retrieve data from the databasev Insert, update, or delete records from a databasev Create new databasesv Create new tables, stored procedures, or views in a database

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v Set permissions on tables, procedures, or views

Important: The advanced functionality for Microsoft products is beyond the scopeof this guide; however, some topics are included for your convenience. For moreinformation, see Microsoft documentation or Microsoft online help.

SQL keywords, clauses, and statementsYou can use SQL statements in queries in IBM

®

Cognos®

Disclosure Management toperform most of the activities that you need to perform in a database.

SQL is a keyword-based language. Each SQL statement begins with a keyword,such as SELECT, UPDATE, INSERT, and DELETE. You then add clauses, operators, andother parameters to build the statement. When it is executed against the database,the statement retrieves values into a result set.

Important: SQL itself is not case-sensitive. Names can be case-sensitive, and theycan contain spaces and other delimiters if they are surrounded by double quotationmarks.

The following statement shows the structure of a basic SQL statement:

SELECT VendorName FROM Table_Vendor

The statement consists of keywords, as shown in the following table:

Table 7. SQL keywords

Keyword Description

SELECT The SELECT clause is mandatory, and specifies a list of columnsto be retrieved. The result is stored in a result table, called theresult set.

SELECT column_names

Tip: The asterisk (*) is a quick way of selecting all columns in atable.

SELECT * FROM table_name

FROM The FROM clause is mandatory and always follows the SELECTclause, and lists the tables to be accessed by the query.

SELECT column_namesFROM table_name

WHERE Optional: When used, the WHERE clause always follows the FROMclause. WHERE filters rows in the tables specified in the FROMclause. If the WHERE clause is not included, all rows are used.

SELECT column_namesFROM table_nameWHERE conditional_expression

SQL comparison operatorsThe WHERE clause can use comparison operators as part of the expression in a queryin IBM

®

Cognos®

Disclosure Management.

The following table describes operators and their results. The result of a WHEREexpression is always evaluated to true, false, or unknown.

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Table 8. Comparison operators

Operator Description

= Equal to

> Greater than

< Less than

>= Greater than or equal to

<= Less than or equal to

<> Not equal to

SQL logical operatorsThe WHERE clause in a SQL statement can use logical operators as part of anexpression in a query in IBM

®

Cognos®

Disclosure Management.

The following table describes logical operators and their results. Like comparisonoperators, logical operators evaluate to true, false, or unknown:

Table 9. Logical operators

Logical operators Description

AND This operator combines two logical conditions. AND requires thateach must be met for the record to be included in the result set.When you use AND and OR operators together, AND has a greaterprecedence than OR.

SELECT columnsFROM tablesWHERE column1 = value1 AND column2 =value2

In this case, column1 must equal value1 and column2 must equalvalue2, or no record is returned in the result set.

OR This operator combines two logical conditions. OR requires thatany of the conditions must be met for the record to be includedin the result set. When you use AND and OR operators together inan expression, OR has a lesser precedence than AND.

SELECT columnsFROM tablesWHERE column1 = value1 OR column2 = value2

In this case, either column1 or column2 must equal the statedvalue, or no record is returned in the result set.

NOT This operator inverts the result of a comparison expression or alogical expression. To be able to return a record in the result set,NOT requires that none of the conditions are met.

SELECT columnsFROM tablesWHERE NOT column1 = value1

In this case, column1 can not equal the value1, or no record isreturned in the result set.

SQL joins and unionsYou can use a SQL statement to create joins and unions between tables in a queryin IBM

®

Cognos®

Disclosure Management.

The following table describes joins and unions and their descriptions.

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Table 10. Query types for joins and unions

Query type Description

JOIN You can use a join statement to combine rows from multipletables. An inner join is the most common, and returns all rowsfrom multiple tables where the join condition is met. An outerjoin is used to include rows that exist in one table (but not theother). A left outer join preserves rows from the table specifiedbefore the join statement. A right outer join preserves rows fromthe table specified after the join statement. For example, aninner join might look like this:

SELECT * FROM tableAJOIN tableB on column_nameA = column_nameB

UNION You can use a union statement to combine the result sets of twoor more SELECT queries. By default, it removes duplicate rowsbetween the various SELECT statements. Using the ALL qualifierforces duplicate rows to persist in the query result. For example,a union of 2 tables with duplicate rows preserved might looklike this:

SELECT column_nameAFROM tableAUNION ALLSELECT column_nameBFROM tableB

Other SQL clauses and operatorsYou can use an SQL statement in a query in IBM

®

Cognos®

Disclosure Managementto order and group data, join tables, refine queries, and alter tables and their data.For example, you can use UPDATE, INSERT, and DELETE statements.

Use of the semicolon is not supported.

Query building processSQL statements have a specific syntax and require certain information, which canbe difficult to understand. When you select what you want to include in a SQLstatement in IBM

®

Cognos®

Disclosure Management, you can ensure that yourstatement is structured correctly.Related information:“Adding a relational database query” on page 104When you query relational data sources in IBM

®

Cognos®

Disclosure Management,you must retrieve data through SELECT statements.

Creating a relational database query using Query BuilderAfter you create a relational database query database connection in IBM

®

Cognos®

Disclosure Management, you can create a query using Query Builder.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Double-click a relational database query.

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The Query Builder window gives you a choice of methods for creating SQLqueries. You can type SQL commands directly in the SQL Query with Variablespane or you can drag tables into the Main pane and create queries using agraphical interface. The following steps show how to use the graphicalinterface.

4. Drag a table from the pane displaying database tables into the Main pane andselect columns from the table. The column is displayed in the Expression cell.

5. To customize the query, use the following options:

AggregateSelect an aggregate from the drop-down list.

Alias Optional: Type an alias.

Sort TypeSelect a sort type from the drop-down list.

Sort OrderSelect a sort order from the drop-down list.

GroupingSelect which items to group.

CriteriaSelect criteria that the query must meet.

6. In the Query Builder tab, use the following options:

Refresh MetadataRefreshes the current query metadata.

Insert Query VariableAdds a variable to the query.

ValidateValidates the query syntax.

Run Executes the query.

Stop Stops query execution.

Show StructureToggles the Query Structure pane.

Related information:“Creating a new data query based on an existing one” on page 112You can create a new query based on an existing query for all types of datasources in IBM

®

Cognos®

Disclosure Management.

Query parametersWhen you use a query in IBM

®

Cognos®

Disclosure Management, you mustunderstand how to use query parameters.

Table 11. Query parameters

Parameters Description

Output Select this check box to include the item in the result set whenthe query is run.

Expression Click the list to select another item in the table or keep the oneyou already selected.

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Table 11. Query parameters (continued)

Parameters Description

Aggregate You can define how the result set is aggregated when the queryis run:

Avg

Avg Distinct

Checksum_Agg

Checksum_Agg Distinct

Count

Count Distinct

Count_Big

Count_Big Distinct

Max

Max Distinct

Min

Min Distinct

StDev

StDev Distinct

StDevP

StDev Distinct

StDevP

StDevP Distinct

Sum

Sum Distinct

Var

Var Distinct

VarP

VarP Distinct

Alias If you want to give the selected item from the table anothername, you can type it in this field as you want it to appear.

Sort Type The result set can be displayed in ascending or descendingorder.

Sort Order When you have multiple items, you can use Sort Order todetermine the sort order. Specify a number to represent theorder of this item in relation to others.

Grouping This setting is used to group the result set by one or morecolumns. One row is returned for each group.

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Table 11. Query parameters (continued)

Parameters Description

Criteria You can use this setting to include query variables in the query.

Insert Query VariableThis functionality is used to specify query variables asparameters within the query, so that users can be moredetailed with their query.

DistinctDistinct values.

Between ValuesBetween two defined values.

Simple ValueSimple query variable.

Or (one or more) Use this field to add the OR condition with additional criteria toyour SQL statement. When you click this field, the ParameterSelection window opens, where you can create an expressionusing a distinct value or by entering a query variable.

Tip: Multiple criteria can be added in the OR field.

Related information:“Query variables” on page 113You can use a query variable in IBM

®

Cognos®

Disclosure Management to maintainunique internal references for each report.

Query propertiesWhen you use a query in IBM

®

Cognos®

Disclosure Management, you mustunderstand how to use query properties.

Property Description

Default Select Default to use the standard SELECT statement. Nooptional clauses or operators are used to edit what thestatement returns. For example:

SELECT column_namesFROM table_name

DISTINCT Some of the columns in a table might have a value that occursmore than once. Although this situation in itself is not aproblem, you might sometimes want to list only the differentvalues found in a table. Select the DISTINCT keyword to returnone distinct instance of each value that occurs and excluderepeat instances of the same value. For example:

SELECT DISTINCT column_namesFROM table_name

ALL Select ALL to retrieve all of the values that meet the conditionsspecified in the SQL statement.

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Property Description

TOP Select TOP to add a top number (N) selection to the query thatyou are building. After this setting is enabled, further optionsare available, and more than one can be selected:

To retrieve top N recordsSelect TOP and type the number that you want toretrieve.

To retrieve top N records as a percentSelect TOP, type the number you want, and select thePERCENT check box.

To retrieve top N records with related tiesSelect TOP, type the number you want to retrieve, andselect the WITH TIES check box.

GROUP BY Select GROUP BY to group the result set by one or more columns.One row is returned for each group.

Select ALL to include all groups and result sets, even the groupsand results sets that do not have any rows that meet the searchcondition specified. When you select ALL, null values arereturned for the summary columns of groups that do not meetthe search conditions.Restriction: ALL cannot be used with CUBE or ROLLUP in astatement.

None Statement will not use CUBE or ROLLUP.

WITH CUBEIn addition to the usual rows provided by GROUP BY,this returns summary rows into the result set using thecube.

WITH ROLLUPSpecifies that in addition to the usual rows providedby GROUP BY, summary rows are retrieved into theresult set using the rollup.

For example:

SELECT column_namesFROM table_nameGROUP BY column_AWITH CUBE

Adding an external Microsoft Excel file queryYou can add an external Excel file query in IBM

®

Cognos®

Disclosure Management.

Before you begin

You must have already created a data source with the Excel file.

About this task

Users with the appropriate permissions can do this task.

Tip: In addition to the following procedure, you can also associate queries withreports separately.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Click Add > External Microsoft Excel File Query.4. Enter a query name in the Name field.5. Select an Excel data source from the drop-down list in the External Excel Data

Source field.6. Select a sheet from the drop-down list in the Worksheet field.

Tip: If your worksheet contains a query variable, select the Allow queryvariables in worksheet name check box.A list of named ranges in the sheet is displayed.

7. Double-click one or more range names, or type a range in the The ranges tobe copied field.

8. Optional: Specify a description for the external Microsoft Excel file query.9. Click Next.

10. Select the check boxes next to the reports that you want to associate with thisquery, and then click Finish.

Related information:“Creating a new data query based on an existing one”You can create a new query based on an existing query for all types of datasources in IBM

®

Cognos®

Disclosure Management.

Editing a queryYou can change the details of a query in IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. In the table, select the query that you want to edit and click Edit, or

double-click the row in the table.4. Change the query name, server type, connection, or comments, as required.5. Click Save.6. Click Close.

Creating a new data query based on an existing oneYou can create a new query based on an existing query for all types of datasources in IBM

®

Cognos®

Disclosure Management.

Before you begin

You must already have a data query that points to a relational database andspecifies the database type.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. Right click data query you want to use and click Copy into new.4. Edit the query name, server type, connection, or comments as required.v An OLAP data query and an external Microsoft Excel data query can both be

edited in the query wizard.v A relational database query can be edited in the query builder window.

5. Ensure the correct reports are associated with the data query, and then clickFinish.

Related information:“Adding an OLAP data query with custom data” on page 99You can add an OLAP data query that contains selected dimensions and membersin IBM

®

Cognos®

Disclosure Management.“Adding an external Microsoft Excel file query” on page 111You can add an external Excel file query in IBM

®

Cognos®

Disclosure Management.

“Creating a relational database query using Query Builder” on page 107After you create a relational database query database connection in IBM

®

Cognos®

Disclosure Management, you can create a query using Query Builder.

Deleting a queryIf you no longer need a query in IBM

®

Cognos®

Disclosure Management, you candelete it.

About this task

Users with the appropriate permissions can do this task.

Important: If you delete a query, you cannot undo your action. Proceed withcaution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Data Queries.3. In the table, select the query that you want to delete and click Delete.4. In the confirmation window, click Yes.5. Click Close.

Query variablesYou can use a query variable in IBM

®

Cognos®

Disclosure Management to maintainunique internal references for each report.Related information:“Query parameters” on page 108When you use a query in IBM

®

Cognos®

Disclosure Management, you mustunderstand how to use query parameters.

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“Granting permission to manage data” on page 160A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. By default, only theadministrator can manage data sources in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.

Application query variablesAn application query variable is a query variable that is available for all reports. Youcan use an application query variable in IBM

®

Cognos®

Disclosure Management.Related information:“Granting permission to manage data” on page 160A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. By default, only theadministrator can manage data sources in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.

Adding a query variableIf you need a query variable that does not currently exist in IBM

®

Cognos®

Disclosure Management, you can create one.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Query Variables.3. Click Add > Query Variable.4. Specify a name and value for the query variable.5. You can add a comment to provide information about the purpose and use of

the query variable.6. If you want to allow a user to override the value that you specified, select

Allows Override.7. Click OK.

Editing a query variableYou can change details of a query variable in IBM

®

Cognos®

DisclosureManagement.

About this task

Users with the appropriate permissions can do this task.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Query Variables.3. In the table, select the variable that you want to edit and click Edit, or

double-click the row in the table.4. You can change the value and comment for the query variable.5. To change the override setting, select or clear the Allows Override check box.6. Click OK.

Deleting a query variableIf you no longer need a query variable in IBM

®

Cognos®

Disclosure Management,you can delete it.

About this task

Users with the appropriate permissions can do this task.

You cannot delete a query variable if it is currently used by a data query or datasource or if it is overridden.

Important: If you delete a query variable, you cannot undo your action. Proceedwith caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Query Variables.3. In the table, select the variable that you want to delete and click Delete.4. In the confirmation window, click Yes.

Associating queries with reportsYou can associate a data query with a report in IBM

®

Cognos®

DisclosureManagement. When you associate data queries with reports, the queried data canbe used by the specified reports.

About this task

Users with the appropriate permissions can do this task.

In addition to the following procedure, you can also associate queries with reportswhen you add a query.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under External Data, double-click Associate Queries with Reports.3. In the Reports pane, navigate the report hierarchy and select a report.

Optionally, you can use the search field to find a report.4. In the Queries pane, use the check boxes to select the queries to associate with

the previously specified report.5. Close the Associate Queries with Reports window and click Save to save your

association.

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Chapter 9. Checklists

In IBM®

Cognos®

Disclosure Management, a checklist is primarily used to providetask-oriented information and reference within a report. You can create customizedchecklists as a means of process control, compliance, and verification.

You can add or delete checklists at any time when you are building a new report,or when you are working with an existing report. You can leverage your existingchecklists and procedures, or you can configure Cognos Disclosure Management toprovide standard checklist types to use with your reports.

You can add or delete checklists in a report, and you can also append files to achecklist for reference and support in the reporting process. After your checklistsare loaded, you can optionally export the data into a CSV file by right-clicking inthe working space and clicking Export as .csv.

Users with the appropriate permissions can do this task.Related information:“Granting permission to manage checklists” on page 158By default, only the administrator can manage checklists in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.

Adding a checklistYou can create a checklist in IBM

®

Cognos®

Disclosure Management and associatethe checklist with a report. You can add a checklist as a sibling or a child ofanother checklist.

About this task

Users with the appropriate permissions can do this task.

There are several types of default checklists.

Task Represents a task that the user needs to complete.

ChecklistIncludes a reference to a file attached to the checklist.

InformationRepresents informational content.

Misc. Represents a checklist of any other type.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Checklists.3. Click Add > Checklist as Child or Add > Checklist as Sibling.4. Type a name for the checklist and select a checklist type.5. If the checklist is a Checklist type, click Browse to attach a file to the checklist.6. Optional: Specify a description for the checklist.

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7. Click Next.8. Check the reports that use this checklist, and click Finish.

Editing a checklistYou can edit the contents of a checklist in IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Checklists.3. Select the checklist that you want to edit, and click Rename. Type a new name

and press Enter.4. To view and edit properties of the checklist, click the checklist in the table, and

then click Edit. An editing window opens.a. Change the name of the checklist in the editing window, if necessary.

Tip: You can also change the name of the checklist in the main table. ClickRename, type a new name in the table, and press Enter.

b. Change the checklist type or edit the checklist description, if necessary.c. Click Next.d. To change the reports that will use this checklist, select or clear the check

boxes for each available report.e. When you are finished, click Finish.

Deleting a checklistIf you no longer need a checklist in IBM

®

Cognos®

Disclosure Management, youcan delete it.

Before you begin

Before you can delete a checklist, you must detach it from any report objects towhich it is attached. For information about detaching checklists from report objects,see IBM Cognos Disclosure Management User Guide.

About this task

Users with the appropriate permissions can do this task.

Important: If you delete a checklist, you cannot undo your action. Proceed withcaution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Checklists.3. Click the checklist that you want to delete.4. Click Delete.5. In the confirmation window, click Yes.

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Chapter 10. Tasks and task lists

In IBM®

Cognos®

Disclosure Management, administrators define tasks inhierarchical lists that users are required to complete.

Tasks are added to task lists in a hierarchical structure. A task list can be orderedor unordered. Ordered task lists contain tasks which must be completed in thesame order as they appear in the task hierarchy. Unordered task lists contain taskswhich can be completed in any order.

Task lists and tasks can be edited and deleted at any time. Tasks can be promotedor demoted to a different place in the task list hierarchy.

Administrators assign permissions to users so they can view task lists and tasksand mark them as complete.

Creating a task listIn IBM

®

Cognos®

Disclosure Management, you can create a task list to which oneor more tasks can be added.

About this task

A task list can be ordered or unordered. Ordered task lists contain tasks whichmust be completed in the same order as they appear in the task hierarchy.Unordered task lists contain tasks which can be completed in any order. An icon isselected and assigned to a task list to differentiate it from other task lists.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab is displayed, listing all existing task lists.3. Click Add > Task List. The New Task List tab is displayed.4. Click Add.5. Enter a name for the task list in the Name field.6. Optional: In the Description field, enter details that describe the task list.7. Select and highlight an icon that you want to represent the task list.

Important: You can choose from a set of default icons or you can add your ownicons to the icon palette to choose from if required.8. Optional: Select the Tasks must be completed in this order check box to

designate the list as an ordered task list. Tasks and sub-tasks in the list mustthen be completed according to the order of the hierarchy in which they aredisplayed.

9. Click Save.

What to do next

You can add one or more tasks to the task list.

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Adding a task to a task listIn IBM

®

Cognos®

Disclosure Management, you can add one or more tasks to a tasklist.

About this task

Task lists are built in a hierarchical structure consisting of tasks which can includesub-tasks.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab is displayed, listing all existing task lists.3. Open the task list to which you want to add a task.4. Select an existing task and click Add.5. In the New Task window, enter a name for the task in the Name field.6. Optional: In the Description field, enter details that describe the task.7. Select and highlight an icon that you want to represent the task list.

Tip: You can choose from a set of default icons or you can add your own iconsto the icon palette to choose from if required.

8. Click OK.9. Click Save.

Editing a task listIn IBM

®

Cognos®

Disclosure Management, you can edit a task list's details.

About this task

A task list can be ordered or unordered. Ordered task lists contain tasks whichmust be completed in the same order as they appear in the task hierarchy.Unordered task lists contain tasks which can be completed in any order. An icon isselected and assigned to a task list to differentiate it from other task lists.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Select a task list and click Edit.4. In the Task List tab, you can perform one or more of the following actions:v Change the task list's name and description.v Change the icon that is used to represent the task list.v Change the task order.v Designate the task list as ordered or unordered.

5. Click Save.

Changing the task order in a task listIn IBM

®

Cognos®

Disclosure Management, you can change the position of one ormore tasks as they are displayed in a task list's hierarchy.

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About this task

When you move a task, its hierarchy level remains the same. For example, whenyou move a third-level task up or down in the task list, you are only changing itsposition among the order of all third-level tasks. To change a task's hierarchy level(for example, from third-level to second-level), you must promote or demote thetask.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Select a task list and click Edit.4. You can perform one or more of the following actions:v Select a task and click Move Up or Move Down to move the task up or

down respectively in its hierarchy level in the task list.v Select a task and click Promote or Demote to change its hierarchy level

position higher or lower respectively in the task list.5. Click Save.

Deleting a task listIn IBM

®

Cognos®

Disclosure Management, you can delete a task list.

About this task

You can delete a task at any time, whether it has been marked complete or has notbeen completed.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Select a task list and click Delete.4. In the confirmation message, click Yes.5. Click Save.

Editing a taskIn IBM

®

Cognos®

Disclosure Management, you can edit the details of a task.Incomplete and completed tasks can be edited at any time.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Select a task list and click Edit.4. Select the task that you want to edit and click Edit.5. In the Edit window, you can perform one or more of the following actions:v Change the task name or description.v Change the icon that is used to represent the task.

6. Click OK.7. Click Save.

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Linking tasks to report objectsThe user can select a report object to be associated with a task. After creating thelink, the user can easily navigate and open the report object from the task.

Before you begin

Important: Ensure that you link to report objects based on your permissions. Linksdo not enforce User Filter or View Report permissions, therefore you can see thefull list of report objects when you are creating a link. If you create a link to areport object that you do not have permissions for, you will receive an errormessage when you try to open the link.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Select a task list and click Edit.4. Select the task that you want to associate with a report object.5. Click Edit and then Add Link.6. Select the report from the list and click Next.7. Select the report object from the list and click Finish.8. Click OK.9. Click Save.

Deleting a taskIn IBM

®

Cognos®

Disclosure Management, you can delete a task from a task list.

About this task

Unwanted and completed tasks can be deleted at any time.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Open the task list containing the task that you want to delete.4. Select the task that you want to delete and click Delete.5. In the confirmation message, click OK.6. Click Save.

Adding an icon to the icon palette for tasks and task listsIn IBM

®

Cognos®

Disclosure Management, you can add your own icon to thedefault icons in the icon palette for tasks and task lists.

About this task

An icon is selected and assigned to a task list or task to differentiate it from othertask lists or tasks. You can add your own icon to the default icons that areavailable for selection. Icons that you add must be 32 pixels by 32 pixels in size.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Double-click Tasks. The Tasks tab opens, listing all existing task lists.3. Open a task list or task.4. Click Add and then Add Another Image and Browse.5. In the Select State Image window, navigate to the icon that you want to add,

select it, and click Open.6. Optional: To change your selection and add a different icon, click Browse.7. Click Save Image to Gallery.

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Chapter 11. Dashboards

A dashboard is an interface that integrates data from a variety of sources andprovides a unified display of relevant and in-context information.

Users can view a dashboard to understand different types of data. Dashboards canalso be used to query any relational database that contains useful information forthe user. For example, if there is an Essbase relational source that containsfinancial/fiscal year end data, that can be queried and a dashboard can be createdto use this information. It is not specific to the Cognos Disclosure Managementdatabase.

Widgets can be used to query the underlying information within a report tounderstand the status and to view the use of variables within a report object.

The tasks that you can perform with dashboards and widgets depend on your rolein Cognos Disclosure Management. A person with administrative rights can createand manage dashboards. Users can view the dashboard to monitor progress of thereport.

Finding a dashboardIf your report in IBM

®

Cognos®

Disclosure Management contains many dashboards,you can easily search for the dashboard that you need.

About this task

All dashboards in the report that you are viewing are listed in the Dashboardspane. To find a particular dashboard, you can scroll down the list and then clickthe dashboard that you want to work with.

However, if your report contains many dashboards, you might prefer to use thesearch functionality in Cognos Disclosure Management.

Procedure1. Click the Home tab and, in the Navigation pane, click Dashboards.2. Click the Search icon in the Dashboards heading.3. In the search field, type the full name or part of the name of the dashboard that

you want to find. You cannot type special characters in the search field. Asearch result list of all matching dashboards opens under the field.

4. To focus on the appropriate dashboard in the Dashboards pane, click the namein the search result list. The selected dashboard in the Dashboards pane ishighlighted.

Fixed dashboardsA fixed dashboard is a dashboard that is supplied with the application to providereport and data source information in a graphical format. A fixed dashboards isprovided automatically with IBM

®

Cognos®

Disclosure Management.

Cognos Disclosure Management comes with two fixed dashboards:

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v Report Summary Dashboardv Excel Analysis Dashboard

You cannot edit or delete a fixed dashboard, even if you are an administrator.

Report Summary dashboardThe Report Summary dashboard in IBM

®

Cognos®

Disclosure Management is afixed dashboard that displays generic report information. The Report Summarydashboard contains the Document Summary, Object Status, and Object Summarywidgets.

Document Summary widget

The Document Summary widget is a grid widget that displays the followinginformation on a report.

Report NameThe name of the report selected from the dropdown menu.

Report GroupIf the report belongs to a group, the name of the report group.

Report OwnerThe name of the user who is owner of the report.

Period End DateThe end date of the reporting period.

Report Due DateThe date that the report is due for completion to meet the submission date.

Submission dateThe date that the report is due for completion to meet the submission date.

Number of Working Days Before Submission Due DateThe number of working days before the report is due for completion tomeet the submission date.

Object Status widget

The Object Status widget is a pie chart widget that displays the workflow status ofthe report. The pie chart provides the user with workflow information thatindicates the completion status and the percent breakdown of the current workflowstate for each report object.

Object Summary widget

The Object Summary widget is a grid widget that displays information related tothe completion of each report object in the report. You can optionally export thecontents of the grid into a CSV file by right-clicking in the grid widget andclicking Export as .csv.

Name The title of each report object in the report.

Report Object Due DateThe deadline for completing the workflow process for a report object. Adeadline is displayed only if one was set within the workflow process forthat report object.

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Workflow StatusThe progress of the report object: Work in Progress, Action Required,Under Review, Submitted, Approved.

Workflow Due DateThe deadline for completing the workflow process for a report object. Adeadline is displayed only if one was set within the workflow process forthat report object.

Active UserThe current workflow user.

PrintableA check mark indicates that the report object is printable. Otherwise, itcontains an x.

LockedA check mark indicates that the report object is locked. Otherwise, it isempty.

SharedA check mark indicates that the report object is shared. Otherwise, it isempty.

ReferenceA check mark indicates that the report object is a reference. Otherwise, it isempty.

Excel Analysis dashboardThe Excel Analysis dashboard in IBM

®

Cognos®

Disclosure Management is a fixeddashboard that displays the analysis of Excel objects within a report in terms ofdata sources. The Excel Analysis dashboard contains the Document Summary, DataSource Retrievals, Object Status, and Object Summary widgets.

Document Summary widget

The Document Summary widget is a grid widget that displays the followinginformation of a report.

Report nameThe name of the report selected from the dropdown menu.

Report OwnerThe name of the user who is owner of the report.

Report Due DateThe date the report is due for completion to meet submission date.

Current Workflow StateThe current state of the report.

Data Source Retrievals widget

The Data Source Retrievals widget is a gauge widget that shows the total numberof data source retrievals for all report objects within a report. For example, if thereare five report objects in a report and Obj1 has five Data source retrievals and Obj2has three data source retrievals, the gauge pin points to 8.

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Object Status widget

The Object Status widget is a pie chart widget that displays the workflow status ofthe report. The pie chart provides the user with workflow information thatindicates the completion status and the percent breakdown of the current workflowstate for each report object.

Object Summary widget

The Object Summary widget is a grid widget that displays information related tothe completion of each Excel object in the report. You can optionally export thecontents of the grid into a CSV file by right-clicking in the grid widget andclicking Export as .csv.

Name The title of each report object in the report.

Workflow StatusThe progress of the report object: Work in Progress, Action Required,Under Review, Submitted, Approved.

Checkout StatusThe checkout status of the report object: Checked In, Checked Out.

Active UserThe current workflow user.

PrintableA check mark indicates that the report object is printable. Otherwise, itcontains an x.

SharedA check mark indicates that the report object is shared. Otherwise, it isempty.

ReferenceA check mark indicates that the report object is a reference. Otherwise, it isempty.

Data Query NameThe name of the data query associated with the report.

Data Query TypeThe type of query, OLAP, Relational query, or External Excel File Query.

Custom dashboardsA custom dashboard is a dashboard that is created by the user from widgets andvarious data sources to meet specific requirements. It is not supplied with theapplication. You can create custom dashboards to help users view data that is notprovided in a fixed dashboard.

You can create and edit a custom dashboard to meet the specific needs of users byediting the properties of the widgets in the dashboard. You can use the followingwidgets in a custom dashboard:v Gridv Chartv Gaugev Imagev Web browser

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Adding a custom dashboardIf the two standard dashboards that come with IBM

®

Cognos®

DisclosureManagement do not meet your needs, you can create a custom dashboard.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Click Dashboards.3. Click Add > Dashboard.4. Specify a name for the dashboard.5. Optional: Specify a description for the dashboard.6. Click OK to confirm.

What to do next

You can now add widgets to the custom dashboard.Related concepts:“Dashboard overview” on page 17A dashboard is an interface that integrates data from a variety of sources andprovides a unified display of relevant and in-context information. Two fixeddashboards are available in IBM

®

Cognos®

Disclosure Management to view theprogress of a report by graphical means. The administrator also has the ability tocreate custom dashboards and make them available to the user.Related information:“Granting permission to manage dashboards” on page 157A custom dashboard is a dashboard that is created by the user from widgets andvarious data sources to meet specific requirements. It is not supplied with theapplication. By default, only the administrator can manage custom dashboards inIBM

®

Cognos®

Disclosure Management. However, you can grant permission to auser or user group to perform this task.

Configuring a variable for a custom dashboardWhen you create a custom dashboard for IBM

®

Cognos®

Disclosure Management,you can configure dashboard variables to specify the data that you want to display.

About this task

Users with the appropriate permissions can do this task.

A query variable is a variable that is used to filter data source queries. A queryvariable can be used to define columns that change based on the query result. If avariable has multiple values associated with it, the query can return more results.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Click Dashboards.3. Optional: Specify a description for the custom dashboard.

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4. In the table, select the dashboard that you want to configure and click Edit, ordouble-click the row in the table.

5. Click Configure Variables.6. In the Application Query Variables table, select the name of the query and

click the arrow to add it to the Dashboard Query Variables list.7. In the Display Name field, type a display name.8. In the Comment field, you can add a comment.9. To add a new value, type the value in the New Value field, and click the +

button.10. Select the value in the Values field.11. Click OK to confirm.12. Click OK to close the window.

Deleting a custom dashboardIf you no longer need a custom dashboard in IBM

®

Cognos®

DisclosureManagement, you can delete it.

About this task

Users with the appropriate permissions can do this task.

You can delete a custom dashboard, but not a fixed dashboard.

Important: If you delete a custom dashboard, you cannot undo your action.Proceed with caution. No confirmation window opens before the dashboard isdeleted.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Click Dashboards.3. In the table, select the dashboard that you want to delete and click Delete.4. In the confirmation window, click Yes.

WidgetsA custom dashboard is a dashboard that is created by the user from widgets andvarious data sources to meet specific requirements. It is not supplied with theapplication. Widgets help users in IBM

®

Cognos®

Disclosure Management tounderstand your report content and status in an easier way.

Each widget has a title. The user can edit the properties of widgets based on thetype of widget selected.

The following widgets are available:v Chartv Gaugev Gridv Imagev Web browser

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You can view widgets in both fixed dashboards and custom dashboards, but youcan add widgets only to custom dashboards.

Adding widgets to a custom dashboardYou can add widgets to a custom dashboard and change the details of a dashboardin IBM

®

Cognos®

Disclosure Management.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Click Dashboards.3. In the Dashboards table, select the dashboard that you want to add widgets to

and click Edit.4. In the Dashboard Manager, click the widget that you need:v Chartv Gridv Gaugev Imagev Web Browser

5. Click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make will belost when you close the dashboard. An asterisk in the dashboard tag indicatesthat the dashboard needs to be saved.

What to do next

You can format and configure the widget for data.

Formatting the header and borders of a widgetAfter you add a widget to a custom dashboard in IBM

®

Cognos®

DisclosureManagement, you can format the appearance of the widget. All widgets have thesame formatting controls.

About this task

Users with the appropriate permissions can do this task.

You can change the following formats for each widget header:

Title The title of the widget.

HeightThe head height.

Line HeightThe offset from the vertical alignment of the text in the header.

Font type, size, weight, and colorThe details of the font in the header.

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BackgroundThe color of the background of the header.

Horizontal alignmentLeft, center, right, and stretch.

Vertical alignmentTop, center, bottom, and stretch.

You can change the following border and background settings for each widget:

HeightThe total height of the widget.

Width The total width of the widget.

Top The vertical position of the widget in the dashboard.

Left The horizontal position of the widget in the dashboard.

Widget backgroundThe color of the background of the widget.

Border styleThe color, line thickness, and corner radius of the widget.

MarginThe width of margin in the order left, top, right, bottom.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Click Dashboards.3. In the Dashboards table, select the dashboard that contains the widget that you

want to edit and click Edit.4. In the Dashboard Manager, click the widget that you want to edit.5. Click the Widget Tools tab, and click Format. You can now format the widget

header, and the widget border properties.6. After you have made all the changes, click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make to thewidgets will be lost when you close the dashboard. An asterisk in thedashboard tag indicates that the dashboard needs to be saved.

Results

You can select the data depending on the widget type.

Displaying data in a grid widgetYou can add a grid widget to a custom dashboard in IBM

®

Cognos®

DisclosureManagement. A grid widget shows textual information in a grid format.

About this task

Users with the appropriate permissions can do this task.

To display data in a grid widget, you must create a query for a relational datasource. The columns defined in the widget must be mapped to the query result.

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For example, if the query result contains headers as shown in the following table,the headers in the widget must be the same as in the original query.

Table 12. Example query result for a grid widget

ObjectName ObjectType WorkflowState

Default Page Setup Word Work in progress

Front Cover Page PDF Review

Shareholder Page Setup Word Review

Item 9A Control andProcedures

PDF Work in progress

Header PowerPoint Submit

Procedure1. Select the data for the grid widget.

a. Click the grid widget that you created in the dashboard.b. In the Widget Tools tab, select the Grid tab.c. Click Select Data.d. In the Query field, select the query.e. Click OK to continue.

2. Define the columns for the grid widget.a. In the Widget Tools tab, select the Grid tab.b. Click Manage Columns.c. In the Manage Grid Columns window, click Add.d. In the Header text field type the name to be displayed as the column

header.e. In the Data Field field type the name of the first column from the query

result. In the example, this is ObjectName.f. Click OK to continue.g. Repeat these steps for each column in the grid.

3. Click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make to thewidget will be lost when you close the dashboard. An asterisk in the dashboardtag indicates that the dashboard needs to be saved.

Displaying data in a chart widgetYou can add a chart widget to a custom dashboard in IBM

®

Cognos®

DisclosureManagement. A chart widget compares numerical values between reports thatcontain similar series of data.

About this task

Users with the appropriate permissions can do this task.

To display a chart series, you must create a query for a relational data source. Thequery must have two values, the value for the X axis, and the value for the Y axis.The value for the Y axis must be a decimal value. The query result must containcolumns that can be mapped for each series to be displayed. For example, if the

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query result contains data as shown in the following table, the column names inthe query result must be used when defining the X data fields and Y data fields.

Table 13. Example query result for a chart widget

WorkflowState Report1ObjectsNo Report2ObjectsNo

Start 80 55

Pending Review 40 26

Complete 30 47

Tip: This task describes how to add data series from two reports. The chart widgetis not limited to two reports, and can be extended to show more data series.

Procedure1. Select the data for the grid widget.

a. In the dashboard, click the chart widget that you created.b. In the Widget Tools tab, select the Grid tab.c. Click Select Data.d. In the Query field, select the query.e. Click OK to continue.

2. Define the first data series.a. In the Widget Tools tab, select the Chart tab.b. Click Manage Series.c. In the Manage Chart Series window, click Add.d. In the Name field, type the name for the first series, for example 10 K.e. In the X Data Field field, type the name of the first column from the query

result. In the example, this is WorkflowState.f. In the Y Data Field field, type the name of the second column from the

query result. In the example, this is Report1ObjectsNo.g. Click OK to continue.

3. Define the second data series.a. In the Widget Tools tab, select the Chart tab.b. Click Manage Series.c. In the Manage Chart Series window, click Add.d. In the Name field, type the name for the second series, for example 10 K.e. In the X Data Field field, type the name of the first column from the query

result. In the example, this is WorkflowState.f. In the Y Data Field field, type the name of the second column from the

query result. In the example, this is Report2ObjectsNo.g. Click OK to continue.

4. Define the orientation and position of the legend.a. In the Widget Tools tab, select the Chart tab.b. In the Legend Ribbon, you can set the orientation, horizontal position, and

vertical position of the legend.5. Define the X and Y axes.

a. In the Widget Tools tab, select the Chart tab.b. In the X Axis Ribbon, type the name of the X axis.c. In the Y Axis Ribbon, type the name of the Y axis.

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d. Optional: To temporarily remove the name for an axis, deselect Show in theRibbon for that axis.

e. Optional: To reverse the order for an axis, click Reverse in the Ribbon forthat axis.

f. Optional: To stagger the values for an axis in two lines, click Staggered inthe Ribbon for that axis.

g. Optional: To set a maximum or minimum value for the Y axis, click theappropriate check box in the Y Axis ribbon, and set a value.

6. Click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make to thewidget will be lost when you close the dashboard. An asterisk in the dashboardtag indicates that the dashboard needs to be saved.

Displaying data in a gauge widgetYou can add a gauge widget to a custom dashboard in IBM

®

Cognos®

DisclosureManagement. A gauge widget shows one numerical value in a gauge format, andit can have either a linear or a dial format.

About this task

Users with the appropriate permissions can do this task.

To display data in a gauge widget, you must create a query for a relational datasource. The gauge widget displays one decimal value from the query result.Therefore, only the first row of a column is displayed. The query result mustcontain the column that can be mapped for the value to be displayed.

Table 14. Example query result for a gauge widget

ReportName ExcelReportObjects WordReportObjects PDFReportObjects

10 Q 67 65 77

10 K 55 83 55

Procedure1. Select the data for the gauge widget.

a. In the dashboard, click the chart widget that you created.b. In the Widget Tools tab, select the Gauge tab.c. Click Select Data.d. In the Query field, select the query.e. Click OK to continue.

2. Define the data column.a. In the Data Field field, type the name of the column from the query result

that contains the value to be displayed, for example ExcelReportObjects.3. Click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make to thewidget will be lost when you close the dashboard. An asterisk in the dashboardtag indicates that the dashboard needs to be saved.

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Displaying a graphic in an image widgetYou can add an image widget to a custom dashboard in IBM

®

Cognos®

DisclosureManagement. A graphic can be linked to an image widget.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Select the graphic for the web browser widget.

a. In the dashboard, click the web browser widget that you created.b. In the Widget Tools tab, select the Image tab.c. In the Ribbon, click Select Image.d. Browse to where the image is located, and click Open.

2. Click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make to thewidget will be lost when you close the dashboard. An asterisk in the dashboardtag indicates that the dashboard needs to be saved.

Displaying a website in a widgetYou can add a web browser to a custom dashboard in IBM

®

Cognos®

DisclosureManagement. A web browser is included in the widget tools where you canconnect to a particular website or use a web browser.

About this task

Users with the appropriate permissions can do this task.

Procedure1. Select the data for the web browser widget.

a. In the dashboard, click the web browser widget that you created.b. In the Widget Tools tab, select the Web Browser tab.c. Type or paste the web address in the Web Address field.

2. Click the Home tab and click Save.

Important: If you do not save the dashboard, the changes you make to thewidget will be lost when you close the dashboard. An asterisk in the dashboardtag indicates that the dashboard needs to be saved.

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Chapter 12. Desktop publishing styles

If you use desktop publishing applications such as Adobe InDesign to add specialformatting to your reports, you need desktop publishing styles to represent thatformatting. You can create styles in IBM

®

Cognos®

Disclosure Management, or youcan import styles from your desktop publishing application.

You must also apply permissions to the appropriate reports, users, and usergroups.

Importing desktop publishing stylesIf you use desktop publishing applications such as Adobe InDesign to add specialformatting to your reports, you need desktop publishing styles in IBM

®

Cognos®

Disclosure Management to represent that formatting. If your InDesign applicationalready contains many styles, importing styles is a more efficient approach thanadding styles individually in Cognos Disclosure Management.

Before you begin

Export the styles from InDesign, and save the XML file in a location that isaccessible at the appropriate file path. The file must follow XML format, and itmust have an .xml extension. You can obtain this file in InDesign by exporting thedocument in an .idml file format. You can then extract this archive to find the stylefile named mapping.xml.

About this task

You can work with desktop publishing styles if you have the Manage DesktopPublishing Styles permission.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, click Desktop Publishing Styles.3. Click Import.4. In the window that opens, click Browse, select the exported file, and click

Open. The styles that are available in the XML file are listed in the importwindow.

5. Select the styles that you want to import, or click All to select all styles in thelist.

6. Click OK.

Results

The desktop publishing styles that you imported appear in the list in the DesktopPublishing Styles tab in Administration, with a check mark in the Importedcolumn. If a style with the same name exists in the application, an error messageopens. Styles from Microsoft Office are also added automatically when a tag iscreated in a Word object.Related concepts:

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“Desktop publishing overview” on page 18You can adapt the output from IBM

®

Cognos®

Disclosure Management for use in adesktop publishing application such as Adobe InDesign. To do so, you must tagspecific content in Excel and Word objects for your desktop publishing application.

Adding a desktop publishing styleIf you use desktop publishing applications such as Adobe InDesign to add specialformatting to your reports, you need desktop publishing styles in IBM

®

Cognos®

Disclosure Management to represent that formatting. If you do not want to importstyles from InDesign, or if you need one or more additional styles, you can useCognos Disclosure Management to create them.

About this task

You can work with desktop publishing styles if you have the Manage DesktopPublishing Styles permission.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, click Desktop Publishing Styles.3. Click Add > Desktop Publishing Style.4. Type a name for the desktop publishing style. The name must be unique, and

blank spaces at the beginning or end of the name are not allowed.5. Optional: Specify a description for the desktop publishing style. Blank spaces at

the beginning or end of the description are not allowed.6. Click OK.

Results

The desktop publishing style that you created appears in the list.Related concepts:“Desktop publishing overview” on page 18You can adapt the output from IBM

®

Cognos®

Disclosure Management for use in adesktop publishing application such as Adobe InDesign. To do so, you must tagspecific content in Excel and Word objects for your desktop publishing application.

Editing a desktop publishing styleIf necessary, you can edit the name or description of a desktop publishing style inIBM

®

Cognos®

Disclosure Management for use in a desktop publishing applicationsuch as Adobe InDesign.

About this task

You can work with desktop publishing styles if you have the Manage DesktopPublishing Styles permission.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, click Desktop Publishing Styles.

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3. In the list of styles, select the style that you want to edit.4. Click Edit.5. Change the name or description of the desktop publishing style. The name

must be unique, and blank spaces at the beginning or end of the name ordescription are not allowed.

6. Click OK.

Deleting a desktop publishing styleIf necessary, you can delete a desktop publishing style in IBM

®

Cognos®

DisclosureManagement that was originally created for use in a desktop publishingapplication such as Adobe InDesign.

About this task

You can delete a desktop publishing style if you have the Manage DesktopPublishing Styles permission, and if the style is not used in a tag.

Important: If you delete a desktop publishing style, you cannot undo your action.Proceed with caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, click Desktop Publishing Styles.3. In the list of styles, select the style that you want to delete.4. Click Delete.5. In the confirmation message that opens, click Yes.

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Chapter 13. Security administration

As an administrator, you define users, user groups, custom groups, and theirpermissions in IBM

®

Cognos®

Disclosure Management.

By default, only the administrator can perform many of the tasks in CognosDisclosure Management. However, if you want some users or user groups to beable to perform certain tasks, you can grant permissions to those users or usergroups.

Users and user groupsAs the administrator, it is your responsibility to ensure that all qualified users havethe correct access to IBM

®

Cognos®

Disclosure Management.

A user group is a group consisting of one or more defined individual users,identified by a single group name. Users in a user group in IBM

®

Cognos®

Disclosure Management perform similar functions, have a similar status in anorganization, or require the same permissions.

Examples of user groups are Reviewers, Auditors, and Approvers. When you grantpermissions to a user group, the users within the group inherit these permissions.You can then override the group permissions for an individual user. If required,you can later edit all properties of the user group. Permissions assigned to anindividual user override any permissions assigned to the user through the groupsthat the user is assigned to.

After you open the list of qualified users or user groups, you can optionally exportthe data into a CSV file by right-clicking in the working space and clicking Exportas .csv.

Important: By default, only the administrator can manage user group permissions.However, the administrator can grant permission to a user or user group toperform this task.Related information:Chapter 6, “Workflow and auditing,” on page 61A workflow is a process that is used to track the progress of a report object towardscompletion. For users to work with a report object, the object must have aworkflow associated with it.

Adding usersYou can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.

About this task

Users cannot be deleted because their actions are tracked in Cognos DisclosureManagement, and deletion might adversely impact audit trails.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Users.3. Click Add > User.4. Specify the following credentials and details about the user:

User NameThe name used to log in to Cognos Disclosure Management. UserName appears as Login ID in the Users tab and the Groups tab.

You cannot change the user name later.

Given nameThe given name of the user.

SurnameThe surname of the user.

Display NameOptional: A name that is simpler and easier to remember than the username.

Email AddressThe company email address of the user. This address is used when anemail notification is generated.

Note: By default, only the Display Name is displayed as relevant userinformation throughout Cognos Disclosure Management. However, you canconfigure Cognos Disclosure Management to also display either the User Nameor the Source from which the user name was imported if the user wasimported, or both.

5. Specify and then confirm the password for the user. Enter a password thatmeets the following criteria:v The password does not contain all or part of the user name.v The password does not contain the display name.v The password contains at least eight characters.v The password contains three of these categories: Latin uppercase characters

(A through Z), Latin lowercase characters (a through z), numbers (0 through9), non-alphanumeric characters such as a number sign (#), percent (%), ordollar sign ($).

6. If you want the new user to be active immediately, select the Active check box.7. Click OK.

Results

You can now grant permissions to the user. If the user is part of a user group, setthe common permissions for the group and then override the permissions forindividual users as required.Related information:“Associating users with a user group” on page 147After you add users and user groups to IBM

®

Cognos®

Disclosure Management,you associate users with a user group. Users inherit the permissions set for thegroup, but you can override the group permissions for an individual user.

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“Adding user groups”You can add user groups to organize categories of users in IBM

®

Cognos®

Disclosure Management. When you grant or deny permissions to a user group, theusers within the group inherit these permissions. You can then override the grouppermissions for an individual user. If required, you can later edit the properties ofthe user group.“Permissions” on page 150Permissions are set at the report level or the application level or both in IBM

®

Cognos®

Disclosure Management. Application permissions determine what you canand cannot do when managing the application as a whole. Report permissionsdetermine what you can and cannot do with specified reports.“Configuring user display” on page 148You can configure the CDM.config file to set what user information is to bedisplayed in IBM

®

Cognos®

Disclosure Management.“Importing users and user groups from Microsoft Active Directory” on page 145You can import users and user groups from Microsoft Active Directory into IBM

®

Cognos®

Disclosure Management.“Importing users and user groups from IBM Cognos Access Manager” on page 144You can import users and user groups from IBM Cognos Access Manager intoIBM

®

Cognos®

Disclosure Management.

Adding user groupsYou can add user groups to organize categories of users in IBM

®

Cognos®

Disclosure Management. When you grant or deny permissions to a user group, theusers within the group inherit these permissions. You can then override the grouppermissions for an individual user. If required, you can later edit the properties ofthe user group.

About this task

User groups cannot be deleted because their actions are tracked in CognosDisclosure Management, and deletion might adversely impact audit trails.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Groups.3. Click Add > Group.4. Specify a name for the user group. The name must be unique.5. Specify a display name for the user group. The display name is one that is

simpler and easier to remember than the actual name.6. Optional: Specify a description for the user group. The description can contain

a maximum of 50 characters.7. If you want users in this user group to be able to work in Cognos Disclosure

Management immediately, select the Active check box.8. Click OK.Related information:“Adding users” on page 141You can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.“Associating users with a user group” on page 147After you add users and user groups to IBM

®

Cognos®

Disclosure Management,you associate users with a user group. Users inherit the permissions set for the

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group, but you can override the group permissions for an individual user.

Importing users and user groups from IBM Cognos AccessManager

You can import users and user groups from IBM Cognos Access Manager intoIBM

®

Cognos®

Disclosure Management.

About this task

After a Cognos Access Manager import source is added to the Cognos DisclosureManagement server, that server no longer supports other authentication types(basic or Microsoft Active Directory). You must define an administration user fromthe Cognos Access Manager imported source, with all required permissions,because the original administrator can no longer function as a basic authenticationuser.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To define the source type, complete the following steps:

a. Under Security, double-click Import Source.b. Click Add > Import Source.c. Specify a name for your import source.d. In the Provider Type field, select Cognos Access Manager.e. Specify the internal gateway URL and the external gateway URL.f. To allow users to use the same authentication method that they use in other

applications that use the same Cognos Access Manager server, select theAllow Single Sign-On check box. If you want users to select the namespacewhen they log in to Cognos Access Manager, do not select the Allow SingleSign-On check box.

g. Optional: Specify a description for the source type.h. Click OK.

3. To import a user, complete the following steps.a. Under Security, double-click Users and click Import.b. Select the import source that you defined.c. If you are currently logged in to Cognos Access Manager, click Logout to

change to the current Cognos Access Manager session. If you are notcurrently logged in to Cognos Access Manager, click Test Connection. If theconnection is successful, the Cognos Access Manager interface opens.

d. In Cognos Access Manager, select a user that you want to import. Whenyou return to Cognos Disclosure Management, you can see imported usersin the Users tab on the Administration page.

4. To import a user group, complete the following steps.a. To select a user group, under Security, double-click Groups and click

Import.b. Select the import source that you defined.c. If you are currently logged in to Cognos Access Manager, click Logout to

change to the current Cognos Access Manager session. If you are notcurrently logged in to Cognos Access Manager, click Test Connection. If theconnection is successful, the Cognos Access Manager interface opens.

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d. In Cognos Access Manager, select a user group that you want to import.When you return to Cognos Disclosure Management, you can see importeduser groups in the Groups tab on the Administration page.

5. After you import a user or user group, you can set up the users to beautomatically added to the Users or Groups tab. Double-click the importeduser or user group and click OK.

Important: When you import user groups from Cognos Access Manager, theAuto-Register property is always enabled and cannot be disabled.

Results

The Source column in the Users or Groups tab identifies the source for theimported users or user groups.

What to do next

Associate imported users with user groups, grant permissions, and assign toworkflows.Related information:“Importing users and user groups from Microsoft Active Directory”You can import users and user groups from Microsoft Active Directory into IBM

®

Cognos®

Disclosure Management.“Importing users and user groups from IBM Cognos Access Manager” on page 144You can import users and user groups from IBM Cognos Access Manager intoIBM

®

Cognos®

Disclosure Management.“Adding users” on page 141You can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.“Associating users with a user group” on page 147After you add users and user groups to IBM

®

Cognos®

Disclosure Management,you associate users with a user group. Users inherit the permissions set for thegroup, but you can override the group permissions for an individual user.

Importing users and user groups from Microsoft ActiveDirectory

You can import users and user groups from Microsoft Active Directory into IBM®

Cognos®

Disclosure Management.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To define the source type, complete the following steps:

a. Under Security, double-click Import Source.b. Click Add > Import Source.c. Specify a name for your import source.d. In the Provider Type field, select Microsoft Active Directory.e. Specify the internal gateway URL and the external gateway URL.f. Optional: Specify a description for the source type.g. Click OK.

3. To import a user, complete the following steps.a. Under Security, double-click Users and click Import.

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b. Select the import source that you defined.c. Enter your user name and password, or click Use Server's User.d. Click Test Connection.v If the connection succeeds, the Microsoft Active Directory interface opens.v If the connection fails, an error message is displayed. Check with the

database administrator to ensure that the database server is running andthat you have the correct parameters.

e. In Microsoft Active Directory, select a user that you want to import. Whenyou return to Cognos Disclosure Management, you can see imported usersin the Users tab on the Administration page.

4. To import a user group, complete the following steps.a. To select a user group, under Security, double-click Groups and click

Import.b. Select the import source that you defined.c. Enter your user name and password, or click Use Server's User.d. Click Test Connection.v If the connection succeeds, the Microsoft Active Directory interface opens.v If the connection fails, an error message is displayed. Check with the

database administrator to ensure that the database server is running andthat you have the correct parameters.

e. In Microsoft Active Directory, select a user group that you want to import.When you return to Cognos Disclosure Management, you can see importeduser groups in the Groups tab on the Administration page.

5. After you import a user or user group, you can set up the users to beautomatically added to the Users or Groups tab. Double-click the importeduser or user group and click OK.

6. The Auto-Register property is disabled after the import is performed. You canenable it by editing the imported group. To auto-register the members of thegroup, select Auto-Register. If you do not select Auto-Register, you mustmanually select the users that are in these groups and click Import and thenassociate the imported users with the imported groups.

Results

The Source column in the Users or Groups tab identifies the source for theimported users or user groups.

What to do next

Associate imported users with user groups, grant permissions, and assign toworkflows.Related information:“Importing users and user groups from Microsoft Active Directory” on page 145You can import users and user groups from Microsoft Active Directory into IBM

®

Cognos®

Disclosure Management.“Importing users and user groups from IBM Cognos Access Manager” on page 144You can import users and user groups from IBM Cognos Access Manager intoIBM

®

Cognos®

Disclosure Management.“Adding users” on page 141You can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.

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“Associating users with a user group”After you add users and user groups to IBM

®

Cognos®

Disclosure Management,you associate users with a user group. Users inherit the permissions set for thegroup, but you can override the group permissions for an individual user.

Associating users with a user groupAfter you add users and user groups to IBM

®

Cognos®

Disclosure Management,you associate users with a user group. Users inherit the permissions set for thegroup, but you can override the group permissions for an individual user.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Associate Users With Groups.3. Select a user that you want to add to one or more user groups.4. Select the Assign check box for the user groups that you want the user to

belong to.If you want the user to belong to all user groups, select the Assign All checkbox.

5. Associate another user with one or more user groups.6. Click Save.Related information:“Adding users” on page 141You can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.“Importing users and user groups from Microsoft Active Directory” on page 145You can import users and user groups from Microsoft Active Directory into IBM

®

Cognos®

Disclosure Management.“Importing users and user groups from IBM Cognos Access Manager” on page 144You can import users and user groups from IBM Cognos Access Manager intoIBM

®

Cognos®

Disclosure Management.“Adding user groups” on page 143You can add user groups to organize categories of users in IBM

®

Cognos®

Disclosure Management. When you grant or deny permissions to a user group, theusers within the group inherit these permissions. You can then override the grouppermissions for an individual user. If required, you can later edit the properties ofthe user group.“Permissions” on page 150Permissions are set at the report level or the application level or both in IBM

®

Cognos®

Disclosure Management. Application permissions determine what you canand cannot do when managing the application as a whole. Report permissionsdetermine what you can and cannot do with specified reports.

Temporarily removing a user's accessYou can temporarily revoke access to IBM

®

Cognos®

Disclosure Management forusers at any time. For example, you might want to do so if the user is on anextended leave from the company but plans to return.

About this task

You cannot delete a user permanently because the actions of users and user groupsare tracked in Cognos Disclosure Management, and deletion might adverselyimpact audit trails.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Users.3. Double-click the user whose access you want to remove temporarily.4. Clear the Active check box.5. Click OK.Related information:“Removing a user's access to a report” on page 166You can prevent a user from being able to access a report in IBM

®

Cognos®

Disclosure Management. For example, you might want to do so if the usertransfers to a different department and different responsibilities.

Configuring user displayYou can configure the CDM.config file to set what user information is to bedisplayed in IBM

®

Cognos®

Disclosure Management.

About this task

By default, only the Display Name is displayed as relevant user informationthroughout Cognos Disclosure Management. However, you can configure CognosDisclosure Management to also display either the User Name that was enteredwhen the user was added or the Source from which the user name was importedif the user was imported, or both.

Procedure1. Open the CDM.config file on the computer where Cognos Disclosure

Management server is installed. The default location is C:\inetpub\wwwroot\CDM\config\CDM.config .

2. Locate the UserDisplayFormat key:<UserDisplayFormat name="DisplayName" />

3. Modify the key by making these changes:a. Add a UserName parameter to the key.b. Add an ImportSourceName parameter to the key.

Note: if no parameters exist in the UserDisplayFormat key thenDisplayName is used as the default.

Example<UserDisplayFormat name="DisplayName/UserName/ImportSourceName" />

Related information:“Adding users” on page 141You can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.

Custom groupsA custom group is a group that is used to organize report objects in a reportaccording to their purpose or content. All other report objects are filtered out ifthey are not assigned to the custom group. As the administrator, you create thecustom groups. You can also associate report objects with custom groups, or grantpermission to users and user groups to do this.

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After a report is created, users can associate certain report objects with a customgroup to filter their view of the report. For example, a full 10K report can containreport objects that are required in Q1, Q2, and Q3 reports. Users can use customgroups created for each quarter to load and generate only those report objects thatare associated with each group. Also, when a report is opened by filtering one ormore custom groups, report objects that are added or imported are automaticallyassigned to the custom group or groups.Related information:“Associating a report object with a custom group” on page 33You can associate a report object with a custom group in IBM

®

Cognos®

DisclosureManagement.

Adding a custom groupYou can create custom groups in IBM

®

Cognos®

Disclosure Management to allowusers to load and generate reports that contain only the report objects associatedwith each group.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Custom Groups.3. Click Add > Custom Group.4. Specify a name for the custom group.5. Optional: Specify a description for the custom group. The description can

contain a maximum of 50 characters.6. When you have multiple items, use the Sort Order column to determine the

sort order. Specify a number to represent the order of this item in relation toothers.

7. Click OK.

Editing a custom groupYou can edit the details of a custom group in IBM

®

Cognos®

DisclosureManagement.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Custom Groups.3. In the table, select the custom group that you want to edit and click Edit, or

double-click the row in the table.4. Change the name and description, if necessary. The description can contain a

maximum of 50 characters.5. When you have multiple items, use the Sort Order column to determine the

position of each custom group in the Custom Groups tab. Specify a number torepresent the order of this item in relation to others.

6. Click OK.

Deleting a custom groupIf you no longer need a custom group in IBM

®

Cognos®

Disclosure Management,you can delete it.

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About this task

You cannot delete a custom group if it has report objects associated with it.

Important: You cannot undo a deletion. Proceed with caution.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Resources, double-click Custom Groups.3. In the table, select the custom group that you want to delete and click Delete.4. In the confirmation window, click Yes.

PermissionsPermissions are set at the report level or the application level or both in IBM

®

Cognos®

Disclosure Management. Application permissions determine what you canand cannot do when managing the application as a whole. Report permissionsdetermine what you can and cannot do with specified reports.

Initially, users and user groups do not have any permissions set. You mustexplicitly grant permissions. When you grant application permissions and reportpermissions to a user group, the users inherit the group permissions. You can thenoverride the group permissions for an individual user.

By default, only the administrator can set permissions. However, if you want someusers or user groups to be able to perform certain tasks, you can grant permissionsto those users or user groups.

For example, to enable other users to create and manage reports, grant them thefollowing permissions:v In Report Permissions, the permission to view reportsv In Application Permissions, the permission to manage reports

For example, to enable other users to manage permissions related to theapplication, grant them the following permissions:v The permission to manage datav The permission to manage workflowsv The permission to manage reportsv The permission to manage security for user groups and usersRelated information:“Roles” on page 23IBM

®

Cognos®

Disclosure Management provides a collaborative environment forusers to contribute to the report, based on the role of the user. Your contributionsdepend on whether your role is administrator or user.“Adding users” on page 141You can add users to IBM

®

Cognos®

Disclosure Management. You can thenassociate the users with user groups and grant permissions to them.“Associating users with a user group” on page 147After you add users and user groups to IBM

®

Cognos®

Disclosure Management,you associate users with a user group. Users inherit the permissions set for thegroup, but you can override the group permissions for an individual user.

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“Granting permission to manage workflows” on page 155A workflow is a process that is used to track the progress of a report object towardscompletion. By default, only the administrator can manage workflows in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.

Finding a permissionIf your report in IBM

®

Cognos®

Disclosure Management contains manypermissions, you can easily search for the permission that you need.

About this task

All permissions in the report that you are viewing are listed in the Administrationpane. To find a particular permission, you can scroll down the list and then clickthe permission that you want to work with.

However, if your report contains many permissions, you might prefer to use thesearch functionality in Cognos Disclosure Management.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Click the Search icon in the Administration heading.3. In the search field, type the full name or part of the name of the permission

that you want to find. You cannot type special characters in the search field. Asearch result list of all matching permission opens under the field.

4. To focus on the appropriate permission in the Administration pane, click thename in the search result list. The selected permission in the Administrationpane is highlighted.

Granting permission to access reportsBy default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Report Permissions.3. Select the report or report group.4. Select the user or user group.5. Select the permissions for the user or user group:

Report Object ManagementTo work with reports and report objects. At a minimum, the user oruser group must be granted permission to view the report.

You have the following options:v View the report.v Add, delete, copy, cut, paste, or move report objects.v Add, delete, copy, cut, paste, or move web objects.

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v Push report objects down to other reports. In the destination report,grant permission to view the report and to add report objects. In thesource report, grant permission to push down report object updatesand to create report objects.

v Work with shared objects. A shared object can be added as a copy ofthe shared object or as a reference object that is updated whenchanges are made to the source object. Shared objects can beunshared and references to the shared objects can be broken withoutdeleting the report object.

v Modify the properties of a report or report object.v Modify the print settings for a report object.v Modify the break type of a report object in order to insert blank

pages or blank rows between report objects.v Manage attachments for report objects.v Associate report objects with custom groups.v Import report objects.v Export report objects.

Report GenerationTo generate the entire report, selected report objects that belong to acustom group, validation reports, or EDGAR HTML, or to export areport.

Data SourceTo load data from a query.

SnapshotTo create, view, or delete snapshots of the report.

VariablesTo override the values for existing query variables at the report level orthe report object level.

View To grant permission to access different reports. For example, the user oruser group can export, group, or filter the results in the progress reportor the audit report.

You have the following reports to grant access to:v Progress reportv Orphan variable reportv Reference variablesv User by workflow report

6. Click Save.7. To grant permission for security, workflow, and audit trail, see the related tasks

for this topic.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:“Generating report output” on page 55You can generate output from IBM

®

Cognos®

Disclosure Management to test thereport building progress or to create a document for internal or external reporting.You can also generate output for the EDGAR feature or desktop publishing

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applications such as Adobe InDesign, if you use those features.“Application query variables” on page 114An application query variable is a query variable that is available for all reports. Youcan use an application query variable in IBM

®

Cognos®

Disclosure Management.“Query variables” on page 113You can use a query variable in IBM

®

Cognos®

Disclosure Management to maintainunique internal references for each report.“Granting permission to manage security for users and user groups” on page 154By default, only the administrator can manage security for users and user groupsin IBM

®

Cognos®

Disclosure Management. However, you can grant permission tospecific users or user groups to create and modify users and user groups, tomanage permissions for the users and user groups that they create, and to changepasswords for other users.“Granting permission to manage workflows” on page 155A workflow is a process that is used to track the progress of a report object towardscompletion. By default, only the administrator can manage workflows in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.“Granting permission to view the audit trail” on page 159An audit trail is a detailed analysis of all changes that are made to reports or reportobjects. By default, only the administrator can view the audit trail in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.“Granting permission to manage reports”By default, only the administrator can manage reports in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to a user or user group toperform this task.“Associating a report object with a custom group” on page 33You can associate a report object with a custom group in IBM

®

Cognos®

DisclosureManagement.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.“Progress reports, audit trails, and workflow assignment reports” on page 76You can monitor information about a report in IBM

®

Cognos®

DisclosureManagement with progress reports, audit trails, and workflow assignment reports.

Granting permission to manage reportsBy default, only the administrator can manage reports in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to a user or user group toperform this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Report Object Management.5. Select the permissions for the user or user group:

Manage Report Object Checkin / CheckoutTo check in a report object that another user has forgotten to check in.

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Create Standard and Cascade ReportTo create reports and modify the properties of reports.

Delete ReportTo delete a report.

Change ReferencesTo change references from the reference object or from the report.

6. Click Save.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.Chapter 6, “Workflow and auditing,” on page 61A workflow is a process that is used to track the progress of a report object towardscompletion. For users to work with a report object, the object must have aworkflow associated with it.

Granting permission to manage security for users and usergroups

By default, only the administrator can manage security for users and user groupsin IBM

®

Cognos®

Disclosure Management. However, you can grant permission tospecific users or user groups to create and modify users and user groups, tomanage permissions for the users and user groups that they create, and to changepasswords for other users.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Security and Workflow.5. Select the Allow check box next to Manage Permissions for Users and User

Groups.6. Click Save.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.

If you need to change the password for another user, you must be granted thispermission. Then, under Security, double-click Users, right-click the user, and clickReset Password.

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Related information:“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.

Granting permission to manage workflowsA workflow is a process that is used to track the progress of a report object towardscompletion. By default, only the administrator can manage workflows in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.

About this task

For users to work with a report object, the report object must have a workflowassociated with it.v If you grant permissions to manage workflow templates, the user or user group

can create, modify, associate, and delete workflow templates as well as get thelist of active users and groups for the workflow.

v If you grant permissions to manage report object workflows, the user or usergroup can view and modify the workflow for a report object.

v If you grant permissions to manage report workflows, the user or user groupcan view and modify the workflow for a report.

v If you grant permissions to manage workflow visibility, the user or user groupcan control who can see the report objects in the report:– When View All Objects is granted, there will be no filtering of the object tree,

all objects are visible.– When View Objects by Workflow is granted, the user can only see report

objects if the user is part of at least one workflow state for the object.– When View Objects by Workflow State is granted, the user can only see

objects when the current state advances to a state that the user is a part of.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To allow the user or user group to manage template workflows, complete the

following steps:a. Under Security, double-click Application Permissions.b. Select the user or user group.c. In the work area, expand Security and Workflow.d. Select the Allow check box next to Manage Workflow Templates.e. Click Save.

3. To allow the user or user group to manage report object workflows, completethe following steps:a. Under Security, double-click Report Permissions.b. Select the report or report group.c. Select the user or user group.

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d. In the work area, expand Security and Workflow.e. Select the Allow check box next to Manage Report Object Workflow.f. Click Save.

4. To allow the user or user group to manage report-level workflows, completethe following steps:a. Under Security, double-click Report Permissions.b. Select the report or report group.c. Select the user or user group.d. In the work area, expand Security and Workflow.e. Select the Allow check box next to Manage Report Workflow.f. Click Save.

5. To allow the user group or user to add comments, complete the followingsteps:a. Under Security, double-click Report Permissions.b. Select the report or report group.c. Select the user or user group.d. In the work area, expand Security and Workflow.e. Select the Allow check box next to Add Object-Level Comments or Add

Report-Level Comments or both.f. Click Save.

6. To allow the user group or user to view objects using a specific workflow filter,complete the following steps:a. Under Security, double-click Report Permissions.b. Select the report or report group.c. Select the user or user group.d. In the work area, expand Workflow Visibility.e. Select the Allow check box next to one or more of View All Objects or

View Objects by Workflow or View Objects by Workflow State.f. Click Save.

Restriction: When two different groups are assigned different workflowvisibility settings, the permission that takes precedence is the leastpermissions. For Example: Group 1 has View All Objects, Group 2 hasView Objects by Workflow. If a user is assigned to both group 1 and group2, then the user permission will be set to View Objects by Workflow. Thiscontrols the level of access based on different user roles.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:Chapter 6, “Workflow and auditing,” on page 61A workflow is a process that is used to track the progress of a report object towardscompletion. For users to work with a report object, the object must have aworkflow associated with it.

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“Permissions” on page 150Permissions are set at the report level or the application level or both in IBM

®

Cognos®

Disclosure Management. Application permissions determine what you canand cannot do when managing the application as a whole. Report permissionsdetermine what you can and cannot do with specified reports.“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.

Granting permission to manage dashboardsA custom dashboard is a dashboard that is created by the user from widgets andvarious data sources to meet specific requirements. It is not supplied with theapplication. By default, only the administrator can manage custom dashboards inIBM

®

Cognos®

Disclosure Management. However, you can grant permission to auser or user group to perform this task.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Dashboard.5. Select the permissions for the user or user group:

Manage DashboardTo view, add, edit, manage, and delete custom dashboards.

View DashboardTo view existing dashboards.

6. Click Save.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:“Adding a custom dashboard” on page 129If the two standard dashboards that come with IBM

®

Cognos®

DisclosureManagement do not meet your needs, you can create a custom dashboard.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.

Granting permission to manage notificationsBy default, only the administrator can manage subscriptions and configurenotifications and templates in IBM

®

Cognos®

Disclosure Management. However,you can grant permission to specific users or user groups to perform this task.

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About this task

Notifications are used in Cognos Disclosure Management to create and send usersautomated emails that include required information. For example, when userschange the workflow status for a report object, they can automatically receive anemail reminding them to notify the person responsible for the next step in theworkflow.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Security and Workflow.5. Select the Allow check box next to Manage Notification.6. Click Save.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:“Email notification for workflow processes” on page 73You can use email notification in IBM

®

Cognos®

Disclosure Management to informthe next users in a workflow that the workflow state has changed. The email canautomatically include required information and a user can customize the defaultcontent of the email message before it is sent.

Granting permission to manage checklistsBy default, only the administrator can manage checklists in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.

About this task

A checklist is primarily used in Cognos Disclosure Management to providetask-oriented information and reference within a report. You can create customizedchecklists as a means of process control, compliance, and verification.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To grant permission for a user or user group to manage all checklists, complete

the following steps:a. Under Security, double-click Application Permissions.b. Select the user or user group.c. In the work area, expand View.d. Select the Allow check box next to Manage Checklists.e. Click Save.

3. To grant permission for a user or user group to manage checklists for a reportobject, complete the following steps:a. Under Security, double-click Report Permissions.b. Select the report or report group.

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c. Select the user or user group.d. In the work area, expand Security and Workflow.e. Select the Allow check box next to Manage Report Object Checklists.f. Click Save.

Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:Chapter 9, “Checklists,” on page 117In IBM

®

Cognos®

Disclosure Management, a checklist is primarily used to providetask-oriented information and reference within a report. You can create customizedchecklists as a means of process control, compliance, and verification.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.

Granting permission to view the audit trailAn audit trail is a detailed analysis of all changes that are made to reports or reportobjects. By default, only the administrator can view the audit trail in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.

About this task

The audit trail feature records every submission to the Cognos DisclosureManagement database, along with the user name and the date of submission.

Restriction: If you work in Microsoft Office 2003 or 2007, you can work with onlyone instance of a PowerPoint object at a time. When you view audit trails forPowerPoint objects, the audit trail content does not load because of this limitation.You will receive a message in which you can save the logs separately. If you workin a later version of Microsoft Office, this restriction does not apply.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To grant permission to log in to the audit trail, complete the following steps:

a. Under Security, double-click Application Permissions.b. Select the user or user group.c. In the work area, expand View.d. Select the Allow check box next to View Audit Trail.e. Click Save.

3. To grant permission to view the audit trail, complete the following steps:a. Under Security, double-click Report Permissions.b. Select the report or report group.c. Select the user or user group.d. In the work area, expand Audit Trail.e. Select the Allow check box next to View Audit Trail.f. Click Save.

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Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:Chapter 6, “Workflow and auditing,” on page 61A workflow is a process that is used to track the progress of a report object towardscompletion. For users to work with a report object, the object must have aworkflow associated with it.“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.“Progress reports, audit trails, and workflow assignment reports” on page 76You can monitor information about a report in IBM

®

Cognos®

DisclosureManagement with progress reports, audit trails, and workflow assignment reports.

Granting permission to manage dataA data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. By default, only theadministrator can manage data sources in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.

About this task

A report is associated with an OLAP data cube, relational data source, or externalsource file in the Cognos Disclosure Management database to provide users withreport data.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Data Management.5. Select the permissions for the user or user group:

Manage Data SourcesTo create, edit, and delete data sources.

Manage Query VariablesTo manage query variables at an application level.

Manage Data QueriesTo create, edit, and delete data queries.

6. Click Save.

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Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.Related information:Chapter 7, “Data sources,” on page 79A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. As the administrator, you candefine OLAP, relational, Microsoft Excel, and HFM data sources to be queried andreported on in IBM

®

Cognos®

Disclosure Management.“Application query variables” on page 114An application query variable is a query variable that is available for all reports. Youcan use an application query variable in IBM

®

Cognos®

Disclosure Management.“Query variables” on page 113You can use a query variable in IBM

®

Cognos®

Disclosure Management to maintainunique internal references for each report.Chapter 8, “Data queries,” on page 99A query is a request for information from a database that is based on specificconditions. You can use a data query in IBM

®

Cognos®

Disclosure Management tocreate custom data queries on external data sources and retrieve the results into areport. The query can be then inserted into an Excel object.“Overriding user group permissions for a user” on page 164After you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.

Granting permission to manage tasksBy default, only the administrator can manage tasks in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to a user or user group toperform this task.

About this task

You can grant permissions to a user or user group so they are able to:v add, edit, and delete task lists and tasks, as well as change the order of tasks.v be able to view and mark tasks in a list as complete or incomplete.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Data Management.5. Select the permissions for the user or user group:

Manage TasksTo view, add, edit, manage, and delete tasks.

6. In the work area, expand Dashboard.7. Select the permissions for the user or user group:

View DashboardTo view and mark tasks as complete.

8. Click Save.

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Results

After setting permissions for a user group, you can override these permissions foran individual user in the group.

Granting permission to generate EDGAR HTMLBy default, only the administrator can generate Electronic Data Gathering,Analysis, and Retrieval (EDGAR) HTML in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.

About this task

If EDGAR functionality is not enabled in Cognos Disclosure Management, userscannot see EDGAR functionality in the user interface.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Report Permissions.3. Select the report or report group.4. Select the user or user group.5. Expand Report Generation.6. Select the Allow check box for Generate EDGAR HTML.7. Click Save.

Granting permissions for desktop publishing stylesYou can adapt the formatting of the content in your reports in IBM

®

Cognos®

Disclosure Management for use in a desktop publishing application such as AdobeInDesign. Before users can work with desktop publishing styles, the administratormust apply permissions to the appropriate reports, users, and user groups.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To specify permissions for a particular user or user group to work with desktop

publishing styles, complete the following steps. You must assign thispermission only once per user or user group.a. Under Security, double-click Application Permissions.b. Select the user or user group.c. In the work area, expand View.d. Select the Allow check box next to Manage Desktop Publishing Styles.

3. To specify permissions for a particular user or user group to work with desktoppublishing tags, complete the following steps. You must assign this permissionfor each report.a. Under Security, double-click Report Permissions.b. Select the report or report group.c. Select the user or user group.d. In the work area, expand View.e. Select the Allow check box next to Manage Desktop Publishing Tags.

4. Click Save.

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Granting permission to manage report object templatesBy default, only the administrator can manage report object templates in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.

About this task

A report object template is used in Cognos Disclosure Management to providemanaged layout and style options to a project. You can export, import, and revertreport object templates that are applied to a project in Cognos DisclosureManagement.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Application Permissions.3. Select the user or user group.4. In the work area, expand Security and Workflow.5. Select the Allow check box next to Manage Resources.6. Click Save.

Results

After you set permissions for a user group, you can override these permissions foran individual user in the group.Related information:“Report object templates” on page 34You can use report object templates to define, manage, and enforce templates usedin IBM

®

Cognos®

Disclosure Management.

Granting permission to manage variables securityYou can manage variable security by restricting the use of a one or more reportvariables.

Before you begin

There are two types of variables:v Public variables have no restrictions (allow or deny)v Restricted variables have at least one restriction (allow or deny) set for a user or

user group.

By default, all variables are public. So variables contained in imported reports orreport objects are public until restrictions are set on them. Before you can restrictthe use of a variable, you must have the following report permissions:v View Reportv View Reference Variablesv Manage Variable Security

When you set variables restrictions for a specific user, the Insert Variable windowfilters out the variables they are not allowed to add in a report. Also, if a user isdenied the use of a specific variable and tries to manually insert that variable intoa report object or imports an object containing that variable, they will not be ableto save the report object until the variable is removed. If the user has access to a

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report object that already uses the restricted variable, they are still able to generateand resolve the variable for that object only. However, they are still prohibitedfrom inserting the variable into other objects.

Deleting a variable also removes any restrictions set on that variable (it becomes apublic variable if added again). Variable security settings are maintained in reportsthat are rolled forward or cascaded.

Note: A user with Manage Variable Security permissions for a report containingreference objects is also allowed to set restrictions for any variables that are in thesource report. Also, global variables can have restrictions set on them from anyopen report.

About this task

This task describes how:v to modify the CDM.config file to enable Manage Variable Security in CDM.v how to grant the appropriate permissions to a user.v how a user can manage variable security.

Procedure1. Locate and open the CDM.config file on the server.2. Set the <EnableVariablesSecurity value="False"/> key to True.

Note: If the key cannot be found in the CDM.config file, you must manuallycreate it.The feature is now enabled in CDM and you can proceed to grant appropriatepermissions to a user.

3. Click the Home tab and, in the Navigation pane, click Administration.4. Under Security, double-click Report Permissions.5. Select the report or report group.6. Select the user or user group.7. Select the permissions for the user or user group:v under Report Object Management, select View Report

v under View, select View Reference Variables

v under Security and Workflow, select Manage Variable Security.8. Click Save.Related information:“New features in IBM Cognos Disclosure Management Version 10.2.5” on page 1IBM

®

Cognos®

Disclosure Management includes features that were added since theprevious release.

Overriding user group permissions for a userAfter you set permissions for a user group in IBM

®

Cognos®

DisclosureManagement, you can change the permissions for a specific user in the group.

About this task

Note that permissions assigned to an individual user override any permissionsassigned to the user through the groups that the user is assigned to.

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Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. To change application permissions for a user, complete the following steps:

a. Under Security, double-click Application Permissions.b. Select the user whose permissions you want to change.c. In the work area, change the permissions.d. Click Save.

3. To change report permissions for a user, complete the following steps:a. Under Security, double-click Report Permissions.b. Select the user whose permissions you want to change.c. In the work area, change the permissions.d. Click Save.

Results

The selected user now has different permissions than the user group to which theuser belongs.Related information:“Granting permission to access reports” on page 151By default, only the administrator can allow a user or user group to access a reportwithout restriction or based on workflow in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to specific users or user groupsto perform this task.“Granting permission to manage reports” on page 153By default, only the administrator can manage reports in IBM

®

Cognos®

DisclosureManagement. However, you can grant permission to a user or user group toperform this task.“Granting permission to manage security for users and user groups” on page 154By default, only the administrator can manage security for users and user groupsin IBM

®

Cognos®

Disclosure Management. However, you can grant permission tospecific users or user groups to create and modify users and user groups, tomanage permissions for the users and user groups that they create, and to changepasswords for other users.“Granting permission to manage workflows” on page 155A workflow is a process that is used to track the progress of a report object towardscompletion. By default, only the administrator can manage workflows in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user oruser group to perform this task.“Granting permission to manage dashboards” on page 157A custom dashboard is a dashboard that is created by the user from widgets andvarious data sources to meet specific requirements. It is not supplied with theapplication. By default, only the administrator can manage custom dashboards inIBM

®

Cognos®

Disclosure Management. However, you can grant permission to auser or user group to perform this task.“Granting permission to manage checklists” on page 158By default, only the administrator can manage checklists in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.

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“Granting permission to view the audit trail” on page 159An audit trail is a detailed analysis of all changes that are made to reports or reportobjects. By default, only the administrator can view the audit trail in IBM

®

Cognos®

Disclosure Management. However, you can grant permission to a user or usergroup to perform this task.“Granting permission to manage data” on page 160A data source is the physical connection to a data repository such as a relationaldatabase, an OLAP cube, or a Microsoft Excel file. By default, only theadministrator can manage data sources in IBM

®

Cognos®

Disclosure Management.However, you can grant permission to a user or user group to perform this task.

Removing a user's access to a reportYou can prevent a user from being able to access a report in IBM

®

Cognos®

Disclosure Management. For example, you might want to do so if the usertransfers to a different department and different responsibilities.

About this task

You can also remove a user's access to Cognos Disclosure Managementtemporarily.

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Report Permissions.3. Select the report.4. Select the user.5. Select the Deny check box for the permissions in the following areas:v Report Generation

v Report Object Management

v View

6. Click Save.Related information:“Temporarily removing a user's access” on page 147You can temporarily revoke access to IBM

®

Cognos®

Disclosure Management forusers at any time. For example, you might want to do so if the user is on anextended leave from the company but plans to return.

Account lockingYou can configure IBM

®

Cognos®

Disclosure Management to set the number offailed log in attempts a user can make and the duration they have to wait beforemaking another attempt. A user account can also be locked immediately after afailed log in attempt.

Configuring account lockingYou can configure the CDM.config file so that the number of failed log in attemptsby IBM

®

Cognos®

Disclosure Management users is controlled.

Procedure1. Open the CDM.config file on the computer where Cognos Disclosure

Management server is installed. The default location is C:\inetpub\wwwroot\CDM\config\CDM.config .

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2. Locate the CdmAccountLockoutPolicy key:<CdmAccountLockoutPolicy accountLockoutThreshold="0" accountLockoutDuration="0" />

3. Modify the key by making these changes:a. Enter a number for the accountLockoutThreshold parameter. A number

greater than 0 must be used. The number entered represents the number ofinitial failed attempts a user can make before the duration parameter takesaffect.

b. Enter a number for the accountLockoutDuration parameter. The value mustbe any number greater than 0 or a negative integer. A number greater than0 represents the number of minutes a user's account is locked after thethreshold has been met. When the duration has passed, the user canattempt another log in. If it fails, the duration takes effect again and foreach subsequent single log in failure thereafter. Entering a negative integerlocks a user's account immediately when the threshold is reached andrequires an administrator to unlock it.

Results

Log in attempts are controlled.

Unlocking a user accountYou can unlock a user account in IBM

®

Cognos®

Disclosure Management that hasbeen locked due to an incorrect login by the user.

About this task

If IBM®

Cognos®

Disclosure Management is configured to lock a user's accountimmediately after a failed log in attempt by the user, the administrator mustunlock the account before the user can attempt to log in again. A locked useraccount is indicated by a lock icon appearing in the Locked column on the Userstab in Administration. Use this procedure to unlock an account:

Procedure1. Click the Home tab and, in the Navigation pane, click Administration.2. Under Security, double-click Users.3. Select the user whose account you want to unlock.4. Click Unlock user.5. Click OK.

Results

The user's account is unlocked.

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Appendix A. Accessibility features

IBM Cognos Disclosure Management has accessibility features that help users whohave a physical disability to use the product.

Keyboard shortcutsIBM Cognos Disclosure Management includes keyboard shortcuts to help younavigate the product and perform tasks.

The following keyboard shortcuts are based on U.S. standard keyboards.

Table 15. General keyboard shortcuts

Applies to Action Shortcut keys

General Perform the command for an active commandbutton.

Enter

General Move forward to the next item in the tabindex order. Cycle to the first tab index whenat the end.

Tab

General Move backward to the previous item in thetab index order. Cycle to the last tab indexwhen at the beginning.

Shift+Tab

Check boxes Select or clear the checkbox. Spacebar

Menus Navigate down a menu and select a menuitem.

Down arrow and thenEnter

Menus Navigate up a menu and select a menu item. Up arrow and then Enter

Scrolling Scroll down. Down arrow

Scrolling Scroll up. Up arrow

Zooming Zooming in. Ctrl and +, orCtrl+Mouse wheel up

Zooming Zooming out. Ctrl and -, or Ctrl+Mousewheel down

Zooming Return to default zoom level. Ctrl+0

Navigation Reload the current page. F5

Navigation Move backward to the previously openedpage.

Alt+Left Arrow,Backspace

Navigation Move forward to the previously opened page. Alt+Right Arrow,Shift+Backspace

Navigation Stop a page from loading. Escape

Search Open a search box to perform a search on thecurrent page.

Ctrl+F, F3

Search Find the next match of the searched text onthe current page.

Ctrl+G, F3

Search Find the previous match of the searched texton the page.

Ctrl+Shift+G, Shift+F3

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

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

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Appendix B. Configuration settings

A set of configuration files is available for IBM®

Cognos®

Disclosure Managementto configure some advanced features.

Server-specific configuration settingsIf you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

The server uses the following configuration files that can be edited by a databaseadministrator:

AppSettings.configAdvanced application settings

CDM.configApplication-specific settings

Credentials.configCredentials used for impersonation when contacting an external systemwhich may need Windows credentials

ConnectionStrings.configConnection strings for the application and cache databases

Logging.configServer logging settings

Notifications.configSettings for notification templates

Important: You must never edit server configuration files that are not in thepreceding list.

Advanced application settings

The following table lists the configuration settings for the AppSettings.config file,a description of the option, and its possible values.

Important: You must never edit settings that are not included in this table.

Table 16. Configuration settings for the AppSettings.config file

Setting Description Value

<add key="PerformanceMonitor"value="True"/>

Enables the performancemonitoring and logging of theserver.

true/false

<add key="EncryptionKeyFile"value="Filepath"/>

Specifies the file that contains themaster encryption key.

Path and file name.

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Application-specific settings

The following tables describes the configuration settings for the CDM.config file, adescription of the setting, and its possible values.

Important: You must never edit settings that are not included in this table.

Table 17. Batch Processing configuration settings for the CDM.config file

Setting Description Value

objectLockingParallelThreadsNo="8"

Specifies the maximum number ofthreads to be used at lock reporttime, when locking multiple reportobjects at once by using parallelexecution.

n

generationBatchRefreshEnabled="true">

Specifies whether to enable ordisable batch refresh whengenerating a report.

true/false

generationBatchRefreshParallelThreadsNo="8"

Specifies the maximum number ofthreads to be used at reportgeneration time, when refreshingmultiple report objects at once byusing parallel execution.

n

generationBatchRefreshSize="10"

Specifies the number of objects tobe refreshed at once (in a batch) atReport Generation time.

nn

generationBatchRefreshWaitTimeout="00:02:00"

Specifies the maximum timeout towait for a refresh response alreadyinitiated in the batch refresh ofobjects.

HH:MM:SS

Table 18. Import and data cleanup configuration settings for the CDM.config file

Setting Description Value

<AllowRememberCredentialsenabled="true" />

Enables or disables the Rememberme check box on the client.

true/false

<CacheZoneReferencecacheZone="ImportCache" />

Specifies the reference to the cachezone. This cache is used whenimporting users and groups fromthe active directory.

The attribute is setto the name of thecache zone to beused

<SessionDataCleanupTimetimeToKeepData="30.00:00:00"/>

The data retention time set to keepthe user sessions in the database.The default value is 30 days.

DD:HH:MM:SS

<LrpDataCleanupTimetimeToKeepData="3.00:00:00"/>

The data retention time to keep theresults of the processes. Thedefault value is 3 days.

D:HH:MM:SS

Table 19. Data sources configuration settings for the CDM.config file

Setting Description Value

<DataSourcesqueryPreviewMaxCells="200000">

The number of cells can becontrolled in the query window.

n

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Table 19. Data sources configuration settings for the CDM.config file (continued)

Setting Description Value

<Whitelist><add name ="unique_name"serverName="server_name_or_IP_address"/>

</Whitelist></DataSources>

For each data source, you mustadd an add line to theDataSources\Whitelist element.

The name property identifies theconfiguration and must be uniquein the whitelist element.

The serverName contains the fullyqualified server host name or IPaddress. You can use the followingwildcards: *, which represents anysequence of zero or morecharacters and ? which representsany single character.

Example names:

<add name ="Fixed IP"serverName="192.168.1.100" />

;

<add name ="Whole subnet"serverName="192.168.1.*" />

;

<add name ="First 10 IPs"serverName="192.168.1.10?" />

;

<add name ="Fixed hostname in domain"serverName ="dataSourcesServer.mydomain.com"/>

Name and servername or IP address

Table 20. Session configuration settings for the CDM.config file

Setting Description Value

SessionExpiration="true" The expiration of a session. If setto false, the session never expires.

true/false

timeoutAfterLogOn= "24:00:00" The timeAfterLogOn attributespecifies the amount of time afterthe creation of a session that thesession will expire.

HH:MM:SS

acceptedIdleTime= "02:00:00" This option dictates when CDMwill time out the session, based oninactivity.

HH:MM:SS

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Table 20. Session configuration settings for the CDM.config file (continued)

Setting Description Value

<CdmAccountLockoutPolicyaccountLockoutThreshold="0"accountLockoutDuration="0" />

The accountLockoutThresholdproperty identifies the allowednumber of initial failed attempts tolog in by the user before theduration property takes effect. Thevalue must be any number greaterthan 0.

The accountLockoutDurationproperty identifies the time inminutes the user's account islocked after the threshold has beenmet. When the duration haspassed, the user can attemptanother log in. If it fails, theduration takes effect again and foreach subsequent single log infailure thereafter. The value mustbe any number greater than 0. Anegative integer locks the user'saccount immediately when thethreshold is reached and requiresan administrator to unlock it.

n

<UserDisplayFormatname="DisplayName" />

This option is used to set howuser information is displayed. Thedefault is "DisplayName" which isthe display name entered whenthe user was created. You can addeither UserName to display theuser's log in nameorImportSourceName to display thesource that the user was importedfrom if their user information wasimported, or both. If noparameters exist in theUserDisplayFormat key then"DisplayName" is used as thedefault.

"UserName/DisplayName/ImportSourceName"

Table 21. Cache storage and refresh configuration settings for the CDM.config file

Setting Description Value

<CacheZoneReferencecacheZone="RefreshCache"/>

Specifies the cache zone to beused by the refresh cache.

Name of the cachezone listed in theCDM.config file

<DataSourceMonitorrecoverWaitInterval="00:05:00"/>

The recoverWaitInterval attributespecifies the time interval to waitfor a data source (identified ascurrently unavailable) to recoverfrom its failure.

HH:MM:SS

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Table 21. Cache storage and refresh configuration settings for the CDM.configfile (continued)

Setting Description Value

<PendingRefreshenabled="true"pendingRefreshVerifyInterval="00:00:01"maxWaitTime="00:01:00"/>

The enabled attribute specifies ifPending Refresh is used. Thisoption is used when a refresh isperformed on an object that iscurrently being refreshed; thePending Refresh feature waitsuntil the first refresh is completed,then will get the refreshed valuefrom the cache without doing anew refresh. This feature onlyworks in the same process space.

ThependingRefreshVerifyIntervalattribute specifies the time to waitfor a pending refresh item to bechecked regarding its refreshcompletion. This is used whenmultiple refresh requests on thesame resources, objects, andqueries are executed at the sametime. In this case only one refreshis made and the other requests arewaiting for the refresh to becompleted.

The maxWaitTime attribute specifiesthe maximum time to wait for thefirst refresh to finish.

true/false

HH:MM:SS

HH:MM:SS

<ExcelRefreshqueryResultMaxRows="1000"truncateOnQueryResultMaxRowsExceeded="True"/>

The queryResultMaxRows attributespecifies the maximum number ofrows to return after executing aquery when the followingattribute is set to True:

truncateOnQueryResultMaxRowsExceeded

Important: This setting applies toall these data query types wheninserted into an Excel object:OLAP and relational databases,and external Microsoft Excel files.

n

true/false

<ExpirationPoliciesminimumAcceptedSlidingTime="00:10:00" />

Specifies the minimum acceptedsliding time for time expirationpolicies.

HH:MM:SS

Table 22. Backing stores configuration settings for the CDM.config file

Setting Description Value

add name="RefreshMemoryStore"

The name attribute specifies thename of the backing store, and isa reference in the Cache Zonesettings.

String

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Table 22. Backing stores configuration settings for the CDM.config file (continued)

Setting Description Value

storageProvider="Ibm.CognosDM.Cache.Storage.Providers.InMemoryNoZonesCacheStorage,Ibm.CognosDM.Cache"

The storageProvider attributedefines the actual implementationof the ICacheStorage.

String

monitorPerfomanceCounters="false"memoryLimitMegabytes="500"persistentCacheSyncInterval="00:10:00"

The monitorPerformanceCountersattribute specifies the storage thatshould update the Generic CacheLayer counters. As a dualimplementation is used, only onestorage should make theseupdates and usually the persistentstorage is used.

true/false

n

HH:MM:SS

priorityScavengingInterval="00:10:00"priorityScavengingMegabytes="50"/>

The priorityScavengingIntervaland priorityScavengingMegabytesattributes specify the interval totest if the memory limit exceededand the size that the in-memorystorage will be reduced.

HH:MM:SS

n

add name="ImportMemoryStore"

The name attribute specifies thename of the backing store, and isa reference in the Cache Zonesettings.

String

storageProvider="Ibm.CognosDM.Cache.Storage.Providers.InMemoryNoZonesCacheStorage,Ibm.CognosDM.Cache"

The storageProvider attributedefines the actual implementationof the ICacheStorage.

String

monitorPerfomanceCounters="false"memoryLimitMegabytes="200"persistentCacheSyncInterval="00:10:00"

The monitorPerformanceCountersattribute specifies the storage thatshould update the Generic CacheLayer counters. As a dualimplementation is used, only onestorage should make theseupdates and usually the persistentstorage is used.

true/false

n

HH:MM:SS

priorityScavengingInterval="00:30:00"priorityScavengingMegabytes="20"/>

The priorityScavengingIntervaland priorityScavengingMegabytesattributes specify the interval totest if the memory limit exceededand the size that the in-memorystorage will be reduced.

HH:MM:SS

n

<persistent><add name="PersistentStore"storageProvider="Ibm.CognosDM.Cache.Storage.Providers.PersistentCacheStorage,Ibm.CognosDM.Cache"connectionStringName=

"CDMCache" pageSize="100" /></persistent>

The persistent storage uses aconnectionStringName attributeand pageSize attribute to definethe location and the page sizeused for the proactive-loading atapplication startup.

String

true/false

n

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Table 23. Report Generation and Report Export and Import configuration settings forCDM.config file.

Setting Description Value

<ReportGenerationimageDpi="200"reduceStyles="false"></ReportGeneration>

The imageDpi attribute is used tospecify the DPI ratio used torender the ##IRS/##IRE ranges asimages in a Word object.

The

reduceStylesForTablesAndLists

attribute describes how a table orlist style is applied when definedand used in multiple Word objectsincluded in a report generation.When set to true, the firstoccurrence of the style is the oneused for all styles of the samename. When set to false, all stylesare copied each time in thegenerated output. False is thedefault setting.

n

true/false

<Export path="Filepath"/> The path attribute sets the pathwhere the temporary export filesare stored. The value of thisattribute is mandatory but there isno default value. The administratorneeds to provide a path to anexisting folder where theApplication Pool Identity has writeaccess.

Path and file name

<Import path="Filepath"/> The path attribute sets the pathwhere the temporary import filesare stored. The value of thisattribute is optional. Theadministrator can provide a path toan existing folder where theApplication Pool Identity has writeaccess.

If the Import element is notsupplied the temporary folder ofApplication Pool Identity is used tostore the temporary import files.

Path and file name

Table 24. Enforcement of Microsoft Office version configuration settings for CDM.config file.

Setting Description Value

<ForceToOfficeVersionenabled="true" Value ="" />

If 2003, 2007, or 2010, then allobjects saved by client systems aresaved in this level of MicrosoftOffice.

If the field remains empty, there isno enforcement of an Officeversion. The report is generatedbased on the version of Office inwhich each object was last saved.

2003

2007

2010

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Credential configuration settings

The following table lists the configuration settings for the Credentials.config file,a description of the option, and its possible values.

Important: You must never edit settings that are not in this list.

Table 25. Data sources Windows account configuration settings for Credentials.config file.

Setting Description Value

<DataSourcesCredentialsenabled="true"userName="accountUserName"password="theUsePassword" />

When connecting to a data sourceusing Windows Authentication, aspecial Data Sources User isimpersonated. The user name andpassword for this user areconfigurable.

true/false

The user name ofthe Windowsaccount

the password forthe account

<ActiveDirectoryImportCredentials

enabled="true"userName="accountUserName"password="theUsePassword" />

The credentials to be used foraccessing Active Directory importsources.

true/false

The user name ofthe Windowsaccount

the password forthe account

<EmailCredentialsenabled="true"userName="accountUserName"password="theUsePassword" />

The credentials to be used foraccessing a SMTP server, whenemail settings are configured withUse Default Credentials set totrue.

true/false

The user name ofthe Windowsaccount

the password forthe account

Related information:“Logging and tracing configuration settings” on page 180The Logging.config file contains settings for both the server and the client in IBM

®

Cognos®

Disclosure Management. The client log files are located in theClientApplicationFolder\LogFiles directory.“Adding a Microsoft Excel data source” on page 89You must add a Microsoft Excel data source so that IBM

®

Cognos®

DisclosureManagement users can query data in an external Microsoft Excel spreadsheet.“Adding an HFM data source” on page 91You must add a Hyperion Financial Management (HFM) data source that IBM

®

Cognos®

Disclosure Management users can use to create and refresh HFM formulasat the report object level.“Adding an OLAP data source” on page 80You must add an external OLAP data source so that IBM

®

Cognos®

DisclosureManagement users can query OLAP data.“Adding a relational data source” on page 85You must add an external relational data source so that IBM

®

Cognos®

DisclosureManagement users can query relational data.“Configuring the whitelist element for data sources” on page 79You must configure the whitelist element in the CDM.config file so that IBM

®

Cognos®

Disclosure Management can connect successfully to data sources.

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“Enforcement of a Microsoft Office version” on page 193The administrator can set a configuration file that forces Word, Excel, andPowerPoint objects to be saved at a particular version level of Microsoft Office.This enforcement of the Microsoft Office version is a setting for all client systemsof IBM

®

Cognos®

Disclosure Management.

Client-specific configuration settingsIf you are the database administrator, you can use a set of client-specificconfiguration files to configure some advanced features in IBM

®

Cognos®

Disclosure Management.

The client uses the following configuration files that can be edited by a databaseadministrator:

Ibm.CognosDM.exe.configMain configuration settings

AppSettings.configAdvanced application settings

Logging.configLogging and tracing configuration settings

Important: You must never edit client configuration files that are not in thepreceding list.

Main configuration settings

The following table lists the configuration settings for the Ibm.CognosDM.exe.configfile, a description of the setting, and its possible values.

Important: You must never edit settings that are not in this list.

Table 26. Configuration settings for the Ibm.CognosDM.config file

Setting Description Value

<OfficeAddins enabled="true"> Specifies the MicrosoftOffice add-ins that areloaded in the client bydefault. The entire settingcan be enabled or disabled.

true/false

<OfficeCommandbars enabled="true">

Used to ensure that acertain CommandBarprovided by an add-in issuccessfully loaded in theMicrosoft Office editorprovided by the client. Theentire setting can beenabled or disabled.

true/false

Advanced application settings

The following table lists the configuration settings for the AppSettings.config file,a description of the setting, and the possible values.

Important: You must never edit settings that are not in this list.

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Table 27. Configuration setting for the AppSettings.config file

Setting Description Value

<add key="PerformanceMonitor"value="True"/>

Enables the performancemonitoring and logging ofthe client.

true/false

Related information:“Logging and tracing configuration settings”The Logging.config file contains settings for both the server and the client in IBM

®

Cognos®

Disclosure Management. The client log files are located in theClientApplicationFolder\LogFiles directory.

Logging and tracing configuration settingsThe Logging.config file contains settings for both the server and the client in IBM

®

Cognos®

Disclosure Management. The client log files are located in theClientApplicationFolder\LogFiles directory.

Procedure1. Start Cognos Disclosure Management.2. Open Windows Task Manager.3. In the Applications tab, select IBM Cognos Disclosure Management.4. Right-click and click Go To Process.5. Right-click the process Ibm.CognosDM.exe *32 and click Open File Location.

Results

The location for the client application opens.Related information:“Client-specific configuration settings” on page 179If you are the database administrator, you can use a set of client-specificconfiguration files to configure some advanced features in IBM

®

Cognos®

Disclosure Management.“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

Log settingsLogging settings for both the client and the server are stored in the Logging.configfile in IBM

®

Cognos®

Disclosure Management.

Make sure you read the following important notes:v Make a backup of the configuration file before making a change.v The XML-based settings must not contain xml validation errors, otherwise the

logging will stop.v Changes to the logging levels in the Logging.config file can have an effect on

performance.v The name Logging.config must not change.v For the server, the log files generated by Cognos Disclosure Management are

Application.log, Performance.log, and Refresh.log.

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v For the client, the log files are AllErrors.log, Application.log, and Trace.log.

The Logging.config file that controls the output to the generated log files has thefollowing structure.

<root><level value="INFO" /><appender-ref ref="AllErrorsLog" />

</root>

<logger name="Ibm.CognosDM"><level value="ALL" /><appender-ref ref="ApplicationLog" />

</logger>

<!--appender--><appender name="AllErrorsLog" type="log4net.Appender.RollingFileAppender"><appender name="ApplicationLog" type="log4net.Appender.RollingFileAppender">

An appender is an output destination for a log file. In the example structure twoappenders are shown: one that logs only the errors in the application, another thatlogs everything. Appenders should only be defined, created or changed whennecessary.

The root node defines a reference to one appender. The logger node contains areference to the second appender. You can group multiple appenders together, andspecify a logging level for the group. The logging level filters the logging output.

The following table describes the configuration settings for the Logging.config file,a description of the option, and its possible values. The logging module is basedon the log4net logging framework and has the following structure:

Table 28. Configuration settings for the Logging.config file

Key Description Value for the client Value for the server

<level value="INFO" /> The logging level forthe appendersgroup.

ALL, OFF, INFO,WARNING, ERROR,DEBUG

INFO, WARNING, ERROR,DEBUG

<filevalue="LogFiles\AllErrors" />

The location of thelog file.

Path and file name. Path and file name.

<datePatternvalue=".yyMMdd.’log’"/>

The date format. yyMMdd, ddMMyy,MMddyy

yyMMdd, ddMMyy,MMddyy

<appendToFilevalue="true" />

Enables and disablesthe output of theappender.

true/false true/false

<levelMin value="INFO"/>

The minimumlogging level for theappender.Important: If bothlevelMin andlevelMax are set toOFF, the appender isdisabled and nooutput will bepresent in the logfile.

ALL, OFF, INFO,WARNING, ERROR,DEBUG

INFO, WARNING, ERROR,DEBUG

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Table 28. Configuration settings for the Logging.config file (continued)

Key Description Value for the client Value for the server

<levelMax value="OFF"/>

The maximumlogging level for theappender.Important: If bothlevelMin andlevelMax are set toOFF, the appender isdisabled and nooutput will bepresent in the logfile.

ALL, OFF, INFO,WARNING, ERROR,DEBUG

INFO, WARNING, ERROR,DEBUG

XBRL whitelist configuration settingsIf you have administrative rights, you can edit the Web.config file to configure theXBRL whitelist in IBM

®

Cognos®

Disclosure Management.

The <CDMXBRL> section of the Web.config file contains elements that specify whichInternet domains can be accessed when you add taxonomies from a URL. The<CDMXBRL> section is pre-populated with standard Internet domains that arerequired. You can add Internet domains to this list

To add a domain, in the <WhiteList> section, add an element of the form <EntryName="domain_name" Domain="domain_url"/>, where domain_name is a uniquedescriptor for the domain and domain_url is the web address of the domain.

If you want to include subdomains, add a prefix of *. to the domain URL. Forexample, a domain_url of xbrl.org allows URLs such as xbrl.org/children.xml,while a domain_url of *.xbrl.org allows URLs such as children.xbrl.org. Notethat you must have entries with both xbrl.org and *.xbrl.org to allow both adomain and its subdomains.

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Appendix C. Multiple versions of Microsoft Office

Your reports in IBM®

Cognos®

Disclosure Management can contain Excel, Word,and PowerPoint objects. Some aspects of your reports and report objects dependon the version of Microsoft Office that was used to create the report object, and theversion of Microsoft Office that you use to open the report.

The following list shows the versions of Microsoft Office that you and other usersof your report might use to create Excel, Word, and PowerPoint objects:v Microsoft Office 2003v Microsoft Office 2003 with the Microsoft Office Compatibility Pack for Word,

Excel, and PowerPointv Microsoft Office 2007v Microsoft Office 2010

Your reports can contain Excel, Word, and PowerPoint objects. The extension of thefile name depends on the version of Microsoft Office that was used to create thereport object.

Table 29. Extensions for report objects in Microsoft Office 2003, 2007, and 2010

Report object typeExtension in MicrosoftOffice 2003

Extension in MicrosoftOffice 2007 and 2010

Excel object .xls .xlsx

Word object .doc .docx

PowerPoint object .ppt .pptx

Extensions for Microsoft Office 2003, Microsoft Office 2007, and Microsoft Office2010 are supported wherever the extension for Microsoft Office 2007 and MicrosoftOffice 2010 is the same.

Restriction: Macros applied to report objects are not preserved when you save thereport object.

If all report objects in your report are created with the same version of MicrosoftOffice, and all users of your report use the same version of Microsoft Office, youdo not need to read the rest of the topics in this section.

However, if any report objects in your report are created with different versions ofMicrosoft Office, or some users use a different version of Microsoft Office, read thefollowing sections for useful tips on how to work with your report and reportobjects.

Effect of multiple versions of Microsoft Office if you use MicrosoftOffice 2003

If you use Microsoft Office 2003, some aspects of your reports in IBM®

Cognos®

Disclosure Management depend on the version of Microsoft Office that was usedto create various report objects. The version of Microsoft Office that you use canaffect actions such as opening reports and report objects, exporting report objects,and generating reports.

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Important: You can use the Compatibility Pack for Word, Excel, and PowerPoint.The compatibility pack upgrades the functionality of Microsoft Office 2003 so thatit works more smoothly with later versions of Microsoft Office. You can downloadthe compatibility pack from the Microsoft website.

Opening reports and report objects

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect opening reports and report objects.

Table 30. Effect of multiple Microsoft Office versions on opening reports and report objects

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only

You can open the report andall report objects normally.

You can open the report andall report objects normally.

If the report contains reportobjects that were created in alater version of MicrosoftOffice

You cannot open the reportor view report objects.

To open the report, you mustinstall the compatibility pack,or upgrade to the version ofMicrosoft Office that wasused to create the reportobject.

You can open the report andall report objects. You viewlater report objects inMicrosoft Office 2003 format,but no changes are made inthe database.

When you save a later reportobject, you automaticallysave it in Microsoft Office2003 format, and you mightlose features or formattingspecific to the later version.

To view or save the reportobject in its original format,you must upgrade to theversion of Microsoft Officethat was used to create thereport object.

Important: You might open a report in Microsoft Office 2003, and then, while thereport is open, someone might create a report object for the same report in a laterversion of Microsoft Office. In this situation, you can still view the report while itis open, but you cannot view the new report object. If you close the report, youcannot open it again.

Copying and pasting report objects

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect copying and pasting report objects.

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Table 31. Effect of multiple Microsoft Office versions on copying and pasting report objects

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only

You can copy and paste areport object normally byright-clicking the reportobject and then using theCopy and Paste options.

You can copy and paste areport object normally byright-clicking the reportobject and then using theCopy and Paste options.

If the report contains reportobjects that were created in alater version of MicrosoftOffice

You can copy and pastereport objects if you do notopen the object. The pastedreport object is retrievedfrom the last saved state tothe database.

To copy and paste reportobjects, you must install thecompatibility pack, orupgrade to the version ofMicrosoft Office that wasused to create the reportobject.

You can copy and paste areport object by right-clickingthe report object and thenusing theCopy and Pasteoptions. You automaticallysave the pasted report objectin Microsoft Office 2003format, and you might losefeatures or formattingspecific to the later version.

To save the pasted reportobject in its original format,you must upgrade to theversion of Microsoft Officethat was used to create thereport object.

Working with shared objects

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect shared objects.

Table 32. Effect of multiple Microsoft Office versions on shared objects

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only

You can work with sharedobjects normally.

You can work with sharedobjects normally.

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Table 32. Effect of multiple Microsoft Office versions on shared objects (continued)

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created in alater version of MicrosoftOffice

You cannot work with sharedobjects.

To work with shared objects,you must install thecompatibility pack, orupgrade to the version ofMicrosoft Office that wasused to create the sharedobject.

Report objects are opened inMicrosoft Office 2003 format.When you try to save thereport object, you receive amessage in which you mustspecify whether you want tosave in Microsoft Office 2003format.

ReferenceThe content cannotbe modified. Alinked objectactually has nocontent, so when anobject is opened, thecontent is retrievedfrom the originalsource object. Thiscontent opens in theversion of MicrosoftOffice that is onyour computer, andyou might losefeatures orformatting specificto the later version.

Copy The content can bemodified because acopy is treated likeany other reportobject that hascontent. All latershared report objectsare saved in theversion of MicrosoftOffice that you use,and you might losefeatures orformatting specificto the later version.

To view and save the sharedobject in its original format,you must upgrade to theversion of Microsoft Officethat was used to create thereport object.

Exporting Excel objects

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect Excel object exports.

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Table 33. Effect of multiple Microsoft Office versions on exporting Excel objects

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only

You can export report objectsnormally.

You can export report objectsnormally.

If the report contains reportobjects that were created in alater version of MicrosoftOffice

If you export report objects,Cognos DisclosureManagement retrieves themost recently saved versionof the report objects from thedatabase

You automatically open thelater object in MicrosoftOffice 2003 format, and youmight lose features orformatting specific to thelater version. When youexport the object, you receivea message in which youmust specify whether youwant to export in MicrosoftOffice 2003 format.

To export the object in itsoriginal format, you mustupgrade to the version ofMicrosoft Office that wasused to create the reportobject.

Viewing and comparing audit trails or snapshots

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect audit trails and snapshots.

Restriction: If you work in Microsoft Office 2003 or 2007, you can work with onlyone instance of a PowerPoint object at a time. When you view audit trails forPowerPoint objects, the audit trail content does not load because of this limitation.You will receive a message in which you can save the logs separately. If you workin a later version of Microsoft Office, this restriction does not apply.

Table 34. Effect of multiple Microsoft Office versions on audit trails or snapshots

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only, orif all snapshots were createdin Microsoft Office 2003 only

You can view and compareaudit trails or snapshotsnormally.

You can view and compareaudit trails or snapshotsnormally.

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Table 34. Effect of multiple Microsoft Office versions on audit trails or snapshots (continued)

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created in alater version of MicrosoftOffice, or if at least one ofthe snapshots was created ina later version of MicrosoftOffice

You cannot view or compareaudit trails or snapshots.

To view audit trails orsnapshots, you must installthe compatibility pack, orupgrade to the version ofMicrosoft Office that wasused to create the later reportobjects or snapshots.

You can view and compareaudit trails or snapshots.When you select an audittrail entry or a snapshot, youview it in Microsoft Office2003 format, and you mightnot see features or formattingspecific to the later version.The changes are not saved tothe database.

To view and compare audittrails or snapshots in theiroriginal format, you mustupgrade to the version ofMicrosoft Office that wasused to create the reportobject or snapshot.

Generating reports

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect generating reports.

Table 35. Effect of multiple Microsoft Office versions on generating reports

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only

You can generate the reportnormally. The report isgenerated as a .doc file.

You can generate the reportnormally. The report isgenerated as a .doc file.

If the report contains reportobjects that were created in alater version of MicrosoftOffice

You cannot generate thereport.

To generate the report, youmust install the compatibilitypack, or upgrade to theversion of Microsoft Officethat was used to create thereport object.

You can generate the report.All later report objects areconverted to Microsoft Office2003 format on your localmachine, and you might losefeatures or formattingspecific to the later version.However, the version is notchanged in the database.

To generate the report withreport objects in theiroriginal format, you mustupgrade to the version ofMicrosoft Office that wasused to create the reportobjects.

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Performing report rollovers

If you use Microsoft Office 2003, consult the following table to learn about howdifferent Microsoft Office versions affect report rollovers.

Table 36. Effect of multiple Microsoft Office versions on report rollovers

SituationIf you use Microsoft Office2003

If you use Microsoft Office2003 plus the compatibilitypack

If the report contains reportobjects that were created inMicrosoft Office 2003 only

You can perform a reportrollover normally.

You can perform a reportrollover normally.

If the report contains reportobjects that were created in alater version of MicrosoftOffice

If you perform a reportrollover, Cognos DisclosureManagement retrieves themost recently saved versionof the report objects from thedatabase.

You can perform a reportrollover. All later reportobjects are saved in theformat of the version ofMicrosoft Office that youuse, and you might losefeatures or formattingspecific to the later version.

To roll over the report in itsoriginal format, you mustupgrade to the version ofMicrosoft Office that wasused to create the reportobjects.

Effect of multiple versions of Microsoft Office if you use MicrosoftOffice 2007, 2010 or 2013

When you use Microsoft Office 2007, Microsoft Office 2010, or Microsoft Office2013, some aspects of your reports in IBM

®

Cognos®

Disclosure Managementdepend on the version of Microsoft Office that was used to create various reportobjects. The version of Microsoft Office that you use can affect actions such asopening reports and report objects, pasting and exporting report objects, andgenerating reports.

Opening reports and report objects

Consult the following table to learn about how different Microsoft Office versionsaffect opening reports and report objects.

Table 37. Effect of multiple Microsoft Office versions on opening reports and report objects

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office

You can open and save reports and reportobjects. When you save report objects, youautomatically save them in the format of theversion of Microsoft Office that you use.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use

You can open and save reports and reportobjects normally.

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Table 37. Effect of multiple Microsoft Office versions on opening reports and reportobjects (continued)

Situation Effect

If the report contains report objects thatwere created in a later version of MicrosoftOffice

You view the later report object in theformat of the version of Microsoft Office thatyou use, and you might not see features orformatting specific to the later version.However, no changes are made in thedatabase.

If a report object is saved in Microsoft Office2007 and then you open it in a later versionof Microsoft Office and then save, the reportobject is saved in Microsoft Office 2007format, even though you are working in alater version.

To view a report object in its original format,you must upgrade to the version ofMicrosoft Office that was used to create thereport object.

Copying and pasting report objects

Consult the following table to learn about how different Microsoft Office versionsaffect copying and pasting report objects.

Table 38. Effect of multiple Microsoft Office versions on copying and pasting report objects

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office

You can copy and paste a report object byright-clicking the report object and thenusing the Copy and Paste options. Whenyou save a pasted report object, youautomatically save it in the format of theversion of Microsoft Office that you use.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use

You can copy and paste a report objectnormally by right-clicking the report objectand then using the Copy and Paste options.

If the report contains report objects thatwere created in a later version of MicrosoftOffice

You can copy and paste a report object byright-clicking the report object and thenusing the Copy and Paste options. All laterreport objects are saved in the format of theversion of Microsoft Office that you use, andyou might lose features or formattingspecific to the later version. The originalreport object remains in its original format.

To view and save a pasted report object inits original format, you must upgrade to theversion of Microsoft Office that was used tocreate the report object.

Working with shared objects

Consult the following table to learn about how different Microsoft Office versionsaffect shared objects.

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Table 39. Effect of multiple Microsoft Office versions on shared objects

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office

You can work with shared objects. Allcopied report objects are saved in the formatof the version of Microsoft Office that youuse.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use

You can work with shared objects normally.

If the report contains report objects thatwere created in a later version of MicrosoftOffice

Report objects are opened in the format ofthe version of Microsoft Office that you use.When you save the report object, youreceive a message in which you must specifywhether you want to save in the format ofthe version of Microsoft Office that you use.

ReferenceThe content cannot be modified. Alinked object actually has nocontent, so when an object isopened, the content is retrievedfrom the original source object. Thiscontent opens in the version ofMicrosoft Office that is on yourcomputer, and you might losefeatures or formatting specific tothe later version.

Copy The content can be modifiedbecause a copy is treated like anyother report object that has content.All later shared report objects aresaved in the version of MicrosoftOffice that you use, and you mightlose features or formatting specificto the later version.

To view a shared object in its originalformat, you must upgrade to the version ofMicrosoft Office that was used to create thereport object.

Exporting report objects

Consult the following table to learn about how different Microsoft Office versionsaffect report object exports.

Table 40. Effect of multiple Microsoft Office versions on exporting report objects

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office

You can export report objects. All earlierreport objects are saved in the format of theversion of Microsoft Office that you use.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use

You can export report objects normally.

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Table 40. Effect of multiple Microsoft Office versions on exporting report objects (continued)

Situation Effect

If the report contains report objects thatwere created in a later version of MicrosoftOffice

You can export report objects. All laterreport objects are saved in the format of theversion of Microsoft Office that you use, andyou might lose features or formattingspecific to the later version.

To export a report object in its originalformat, you must upgrade to the version ofMicrosoft Office that was used to create thereport object.

Viewing and comparing audit trails or snapshots

Consult the following table to learn about how different Microsoft Office versionsaffect audit trails and snapshots.

Restriction: If you work in Microsoft Office 2003 or 2007, you can work with onlyone instance of a PowerPoint object at a time. When you view audit trails forPowerPoint objects, the audit trail content does not load because of this limitation.You will receive a message in which you can save the logs separately. If you workin a later version of Microsoft Office, this restriction does not apply.

Table 41. Effect of multiple Microsoft Office versions on audit trails or snapshots

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office, or if the snapshots werecreated in an earlier version of MicrosoftOffice

You can view and compare audit trails orsnapshots. When you select an audit trailentry or snapshot, you view it in the formatof the version of Microsoft Office that youuse. The changes are not saved to thedatabase.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use, or if the snapshots werecreated only in the version of MicrosoftOffice that you use

You can view and compare audit trails orsnapshots normally.

If the report contains report objects thatwere created in a later version of MicrosoftOffice, or if at least one of the snapshots wascreated in a later version of Microsoft Office

You can view and compare audit trails orsnapshots. When you select an audit trailentry or a snapshot, you view it in theformat of the version of Microsoft Office thatyou use, and you might not see features orformatting specific to the later version. Thechanges are not saved to the database.

To view an audit trail entry or snapshot inits original format, you must upgrade to theversion of Microsoft Office that was used tocreate the report objects in the audit trail orthe snapshot.

Generating reports

Consult the following table to learn about how different Microsoft Office versionsaffect report generation.

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Table 42. Effect of multiple Microsoft Office versions on generating reports

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office

You can generate the report. All earlierreport objects are saved in the format of theversion of Microsoft Office that you use. Thereport is generated as a .docx file.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use

You can generate the report normally. Thereport is generated as a .docx file.

If the report contains report objects thatwere created in a later version of MicrosoftOffice

You can generate the report. All later reportobjects are saved in the format of the versionof Microsoft Office that you use, and youmight lose features or formatting specific tothe later version. The report is generated asa .docx file.

To generate the report in its original format,you must upgrade to the version ofMicrosoft Office that was used to create thereport object.

Performing report rollovers

Consult the following table to learn about how different Microsoft Office versionsaffect report rollovers.

Table 43. Effect of multiple Microsoft Office versions on report rollovers

Situation Effect

If the report contains report objects thatwere created in an earlier version ofMicrosoft Office

You can perform a report rollover. All laterreport objects are saved in the format of theversion of Microsoft Office that you use, andyou might lose features or formattingspecific to the later version.

If the report contains report objects thatwere created only in the version of MicrosoftOffice that you use

You can perform a report rollover normally.

If the report contains report objects thatwere created in a later version of MicrosoftOffice

You can perform a report rollover. All laterreport objects are saved in the format of theversion of Microsoft Office that you use, andyou might lose features or formattingspecific to the later version.

To roll over the report in its original format,you must upgrade to the version ofMicrosoft Office that was used to create thereport object.

Enforcement of a Microsoft Office versionThe administrator can set a configuration file that forces Word, Excel, andPowerPoint objects to be saved at a particular version level of Microsoft Office.This enforcement of the Microsoft Office version is a setting for all client systemsof IBM

®

Cognos®

Disclosure Management.

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More than one version of Microsoft Office can be in use by client systems. Anobject can be saved as Office 2010 and subsequently saved in compatibility modeunder Office 2003 by a different user. The save under compatibility mode removesall specific features and formats of Office 2010. This cycle of upgrade anddowngrade between different version levels can cause usability problems.

To stop this cycle of downgrade and upgrade, an application setting can beconfigured on the server to enforce a particular version Microsoft Office. Settingthe version to Office 2003, 2007, or 2010 ensures that when a new object is saved, itis saved in the version level that is configured.

Important: The enforcement of the Microsoft Office version can be made only bythe administrator on the server.Related information:“Server-specific configuration settings” on page 171If you have administrative rights, you can use a set of server-specific configurationfiles to configure some advanced features in IBM

®

Cognos®

DisclosureManagement.

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Notices

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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.

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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 Dr.Ottawa, ONK1V 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.

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This Software Offering does not use cookies. However, depending upon theconfigurations deployed, this Software Offering may use other technologies tocollect personally identifiable information. These technologies collect each user'sv namev user namev passwordv profile namev personally identifiable information other than name, user name, password,

profile name and position

for purposes ofv session managementv authenticationv enhanced user usabilityv single sign-on configurationv usage tracking or functional purposes other than session management,

authentication, enhanced user usability and single sign-on configuration

These technologies cannot be disabled.

If the configurations deployed for this Software Offering provide you as customerthe ability to collect personally identifiable information from end users via cookiesand other technologies, you should seek your own legal advice about any lawsapplicable to such data collection, including any requirements for notice andconsent.

For more information about the use of various technologies, including cookies, forthese purposes, see IBM's Privacy Policy at http://www.ibm.com/privacy andIBM's Online Privacy Statement at http://www.ibm.com/privacy/details in thesection entitled "Cookies, Web Beacons and Other Technologies" and the "IBMSoftware Products and Software-as-a-Service Privacy Statement" athttp://www.ibm.com/software/info/product-privacy.

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IBM, the IBM logo and ibm.com are trademarks or registered trademarks ofInternational Business Machines Corp., registered in many jurisdictions worldwide.Other product and service names might be trademarks of IBM or other companies.A current list of IBM trademarks is available on the Web at “ Copyright andtrademark information ” at www.ibm.com/legal/copytrade.shtml.

The following terms are trademarks or registered trademarks of other companies:v Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered

trademarks or trademarks of Adobe Systems Incorporated in the United States,and/or other countries.

v Microsoft, Windows, Windows NT, and the Windows logo are trademarks ofMicrosoft Corporation in the United States, other countries, or both.

v Linux is a registered trademark of Linus Torvalds in the United States, othercountries, or both.

v UNIX is a registered trademark of The Open Group in the United States andother countries.

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v Java and all Java-based trademarks and logos are trademarks or registeredtrademarks of Oracle and/or its affiliates.

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Glossary

This glossary provides terms and definitions forthe Cognos Disclosure Management software andproducts.

The following cross-references are used in thisglossary:v See refers you from a nonpreferred term to the

preferred term or from an abbreviation to thespelled-out form.

v See also refers you to a related or contrastingterm.

For other terms and definitions, see the IBMTerminology website (opens in new window).

“A” “B” “C” “D” on page 200 “E” on page 200“F” on page 201 “H” on page 201 “I” on page 201“L” on page 201 “M” on page 201 “N” on page201 “O” on page 201 “P” on page 201 “Q” onpage 202 “R” on page 202 “S” on page 202 “T” onpage 202 “U” on page 203 “V” on page 203 “W”on page 203 “X” on page 203

Aabstract element

An element for which the attributeabstract in its XML schema declarationhas the value true and which, therefore,cannot be used in an XML instancedocument. See also concrete element.

administratorA person responsible for administrativetasks such as access authorization andcontent management. Administrators canalso grant levels of authority to users.

application query variableA query variable that is available for allreports.

application serverA server program in a distributednetwork that provides the executionenvironment for an application program.

arc A syntactic structure that representsrelationships in XBRL. Possiblerelationships are between pairs ofconcepts in a taxonomy, between concepts

and resources in a taxonomy, andbetween facts and footnotes in an instancedocument.

attachmentA file that is attached to an email messageor other electronic document.

audit reportA report that contains audit history ofreport objects.

audit trailA detailed analysis of all changes that aremade to reports or report objects.

Bbidi See bidirectional.

bidirectional (bidi)Pertaining to scripts such as Arabic andHebrew that generally run from right toleft, except for numbers, which run fromleft to right.

bidirectional mappingA mapping in XBRL in which the elementin either taxonomy can be considered thesource element.

Cclient A software program or computer that

requests services from a server.

complex typeA type definition for an XML element thatcontains nested structures.

conceptA description of information in XBRL. Seealso fact.

concrete elementAn element for which the attributeabstract in its XML schema declarationhas the value of false and which thereforemight appear in an instance document.See also abstract element.

configuration fileA file that contains the values ofconfiguration parameters.

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content modelThe representation of any data that maybe contained inside an XML element.There are four kinds of content models:element content, mixed content, EMPTYcontent and ANY content.

contextAn element in an XBRL instancedocument that defines the entity, period,and scenario that provide understandingfor the values of items.

CSV fileA text file that contains comma-separatedvalues. A CSV file is commonly used toexchange files between database systemsand applications that use differentformats.

custom dashboardA dashboard that is created by the userfrom widgets and various data sources tomeet specific requirements. It is notsupplied with the application. See alsofixed dashboard.

custom groupA group that is used to organize reportobjects in a report according to theirpurpose or content. All other reportobjects are filtered out if they are notassigned to the custom group.

Ddashboard

An interface that integrates data from avariety of sources and provides a unifieddisplay of relevant and in-contextinformation.

database serverA software program that uses a databasemanager to provide database services toother software programs or computers.

data sourceThe physical connection to a datarepository such as a relational database,an OLAP cube, or a Microsoft Excel file.

Discoverable Taxonomy Set (DTS)A collection of taxonomy schemas andlinkbases. The DTS includes all taxonomyschemas and linkbases that can bediscovered by following links orreferences in the taxonomy schemas andlinkbases included in the DTS.

DTS See Discoverable Taxonomy Set.

duplicate itemAn item that has the same concept asanother item in the same context underthe same parent, as defined in the XBRLspecification.

Eelement

In markup languages, a basic unitconsisting of a start tag, end tag,associated attributes and their values, andany text that is contained between thetwo.

encryption keyA mathematical value that allowscomponents to verify that they are incommunication with the expected server.Encryption keys are based on a public orprivate key pair that is created during theinstallation process.

entity The business that an XBRL report relatesto.

entity identifierA string that uniquely identifies areporting entity according to an entityscheme.

entity schemeA framework for referencing namingauthorities for business entities, in theform of a namespace URI.

exhibitA mandatory document that is requiredby the regulatory body, along with thereport itself. See also supportingdocument.

explicit dimensionA dimension in XBRL whose members areknown and defined before use.

extended linkA link that associates an arbitrary numberof resources. The participating resourcescan be any combination of remote andlocal.

eXtensible Business Reporting Language(XBRL)

A communication method for electronicbusiness reporting.

extension taxonomyAn extension of a base taxonomy that

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includes all the changes that are requiredfor the specific reporting requirements ofan entity.

Ffact A specific piece of information that is

described by a concept in XBRL. See alsoconcept, measure.

fixed dashboardA dashboard that is supplied with theapplication to provide report and datasource information in a graphical format.See also custom dashboard.

footer Text that is formatted to be in the bottommargin of printed pages in a document.See also header.

footnoteA supporting piece of XBRL informationthat is tied to a fact.

formula linkbaseA collection of functions that can be usedby a number of taxonomies and is notnecessarily tied to a particular taxonomy.

Hheader

Text that is formatted to be in the topmargin of printed pages in a document.See also footer.

hypercubeAn XBRL construct that representsmultidimensional data.

Iinline XBRL

A standard for embedding XBRLfragments into an HTML document.

instance documentAn XML file that contains facts as definedby a taxonomy. Instance documentscontain business reporting data withassociated values and contexts.

item An element in the substitution group forthe XBRL item element. The item containsthe value of the simple fact and areference to the context that is required tointerpret that fact.

Llinkbase

A collection of XML Linking Language(XLink) extended links that can be usedto document the semantics of concepts ina taxonomy.

locatorAn XML element that supplies anXpointer reference to the taxonomyschema element definitions that uniquelyidentify each concept.

Mmeasure

A component that is used to define a unitin XBRL. For example, the unit km/s(kilometers per second) contains twomeasures: kilometers and seconds. Seealso fact.

Nnamespace

In XML and XQuery, a uniform resourceidentifier (URI) that provides a uniquename to associate with the element,attribute, and type definitions in an XMLschema or with the names of elements,attributes, types, functions, and errors inXQuery expressions.

Oorphan tag

An XBRL tag that has becomedisassociated from its data source.

orphan variableA reference variable that does not containan accompanying source declaration in areport.

Ppivot grid

An area of the screen that is used to viewand interact with the XBRL instance data.

projectA framework for holding the data andmetadata that refers to an XBRL instancedocument.

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Qquery A request for information from a database

that is based on specific conditions: forexample, a request for a list of allcustomers in a customer table whosebalances are greater than USD1000.

query variableA variable that is used to filter datasource queries.

Rreference object

A shared object that is referenced withinthe same report, or in a different report. Areference object does not contain its owncontent.

reference variableA variable that is used to hold content forreport automation.

relationship groupA set of relationships between XBRLconcepts.

report object query variableA variable that is used to filter datasource queries for a particular reportobject. After the value of the variable hasbeen overridden at the report level, it canbe further overridden to filter the resultset for the report object.

report query variableA variable that is used to filter datasource queries at the report level. Thevalue of the variable can be overridden tofilter the result set for all report objectsreferencing that query.

resourceAn XML fragment that is containedwithin an extended link that providesadditional information about concepts oritems.

role See relationship group.

Sshared object

A report object that is made available forits content to be referenced within thesame report or across reports.

silent installationAn installation that does not sendmessages to the console but instead storesmessages and errors in log files. A silentinstallation can use response files for datainput.

simple typeIn the XML, a type that cannot haveelement content and cannot carryattributes. Elements that contain numbers(and strings, and dates, and so on) but donot contain any sub-elements are said tohave simple types.

snapshotThe content of a report or report objectcaptured at a specific moment in time.

supporting documentAn additional optional document that acompany chooses to submit along withthe mandatory content. See also exhibit.

Ttag A link between an XBRL fact and its

source data, such as a report object or theresult of a query.

taxonomyA description of a multidimensional datastore expressed in XML.

taxonomy schemaA core document that, in conjunction withother artifacts, defines an XBRL taxonomy.

text blockAn assembly of one or more sections oftext, which might include escaped HTML,that is drawn from one or more reportingobjects in XBRL.

transformation setA sequence of transformations that areapplied consecutively.

tuple An XML structure that is used to groupconcepts in an XBRL taxonomy that mustbe understood together.

typed dimensionA dimension in XBRL that is composed ofa variable set of members that mustconform to a specific type that is definedby using XML schema.

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Uunit A quantity that is used as a standard of

measurement. For example, in XBRL, theunit km/s (kilometers per second)contains two measures: kilometers andseconds.

user groupA group consisting of one or moredefined individual users, identified by asingle group name.

Vvalidation

The checking of data or code forcorrectness or for compliance withapplicable standards, rules, andconventions.

variableA representation of a changeable value.

Wwidget

A graphic element, such as a chart orgrid, that displays a particular type ofinformation in a dashboard.

workflowA process that is used to track theprogress of a report object towardscompletion.

write-back processA process that gives users the ability toedit the data in a query and save theupdated data back to an OLAP source.

XXBRL See eXtensible Business Reporting

Language.

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Index

Numerics10-K reports 1010-Q reports 1020-F reports 10

Aaccount locking

configuring 166administrative tasks

See permissionsadministrator role 23administrators

setting up custom groups 149setting up permissions for users and user groups 150setting up users 141

Adobe InDesignSee desktop publishing

Adobe PDFSee PDF files

airline reports 11AllErrors.log file 180annual reports 11application permissions

dashboard 157data management 160desktop publishing styles 162desktop publishing tags 162report object management 153security and workflow 154, 155, 158task lists 161tasks 161view 158, 159

application-specific settings 171Application.log file 180AppSettings.config file 171, 179Arabic

base text direction 19digit shaping 20overview 18

attributesclient-specific configuration settings 179email notification templates for workflows 73, 74server-specific configuration settings 171workflow states 63

audit trailoverview 15, 61, 76permissions 159viewing 77

authentication 80

Bbase text direction

Arabic 19Hebrew 19

bidirectional languagesArabic 19, 20Hebrew 19overview 18

blank report sectionsadding 31, 43deleting 44overview 43

board books 11

CCanadian reporting 10cascaded reports

changing the source report associated with referenceobjects 39

overview 13, 27pushing report objects down to 32relationship to shared objects 41

CDM.config file 171, 182charts

adding to dashboards 17generating as images 55generating as objects 55widgets 133

checklistsadding 117deleting 118editing 118overview 16, 117permissions 158

client configuration 179Cognos Business Intelligence

adding data sources from 92comments

object-level 155report-level 155

common format for reportsexcluding report objects from 46

comparison operators 105configuration

account locking 166client 179email 73, 75email template parameters 74log files 180Microsoft Office version 194overview 171server 171, 182

configuration filesAppSettings.config file 171, 179CDM.config file 171, 182ConnectionStrings.config file 171Ibm.CognosDM.exe.config file 179Logging.config file 179, 180Notifications.config file 171Web.config file 182

configureaccount locking 166user display 148

connection parametersIBM Cognos TM1 83IBM DB2 for i 88IBM DB2 for Linux 88IBM DB2 for UNIX 88

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connection parameters (continued)IBM DB2 for Windows 88Microsoft Analysis Services 83Microsoft SQL Server 86ODBC 89OLE DB 89Oracle 87Oracle Essbase 82

ConnectionStrings.config file 171copied workflows

overview 69rules 70

copy objectsadding shared objects as 39comparison with reference objects 38overview 36

corporate reporting 11custom dashboards

See dashboardscustom groups

adding 149associating with report objects 33deleting 150editing 149overview 149

Ddashboards

adding 129adding widgets to 131configuring variables for 129custom 128deleting 130Excel Analysis 127finding 125fixed 125overview 17, 125permissions 157Report Summary 126searching for 125widgets in 130

data queriesadding Microsoft Excel 111adding OLAP 99, 102adding relational 104, 112adding relational using Query Builder 107associating with reports 115deleting 113editing 112OLAP 99overview 16, 99parameters 108permissions 160properties 110searching for members of dimensions in 101specifying how missing values are returned 103SQL 104, 107

data sourceadding Business Intelligence 92

Data Source Retrievals widget 127data sources

adding expiration policies 96adding HFM 91adding Microsoft Excel 89adding OLAP 80adding relational 85

data sources (continued)deleting connections 95deleting expiration policies 97editing connections 94editing expiration policies 97expiration policies 95overview 16, 79permissions 160whitelist element 79Windows authentication 80

DB2See IBM DB2

desktop publishinggenerating 55outputting reports for 53overview 18styles 137

desktop publishing stylesadding 138deleting 139editing 138importing from Adobe InDesign 137overview 137permissions 162

desktop publishing tagspermissions 162

digit shapingArabic 20

dimensionssearching for members of in an OLAP data query 101

Document Summary widgetin Excel Analysis dashboard 127in Report Summary dashboard 126

due dates 63

EEDGAR HTML

generating report output for 55granting permissions for 162outputting reports for 53overview 21

emailconfiguration file 73, 74configuring 75custom 76outputting reports to 53workflow processes 73workflow templates 65

Excel Analysis dashboard 127Excel objects

adding 31effect of multiple versions of Microsoft Office on version

2003 184effect of multiple versions of Microsoft Office on version

2007 189effect of multiple versions of Microsoft Office on version

2010 189exhibits 42file extensions 183generating 55overview 31previewing 55previewing output for 54supporting documents 42

exhibitsadding 42

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exhibits (continued)generating output 42, 55overview 42

expiration policiesadding 96deleting 97editing 97overview 95

Ffigures

See graphicsfiling reports

snapshots of validation results 51fixed dashboards

See dashboardsfooters

formatting in widgets 131resetting in reports 49starting in reports 49

Form 363 10Form 41 11functionality 9

Ggauges

adding to dashboards 17widgets 135

generationexhibits 42reports 55supporting documents 43

glossary 199graphics

adding to dashboards 17inserting into widgets 136

gridsadding to dashboards 17widgets 132

groupsSee report groups

Hheaders

formatting in widgets 131resetting in reports 49starting in reports 49

Hebrewbase text direction 19overview 18

HFMadding data sources from 91exporting or importing data and formulas from 58

Hyperion Financial Management (HFM)See HFM

IIBM Cognos Access Manager

importing users and user groups from 144IBM Cognos TM1

connection parameters 83

IBM DB2 for iconnection parameters 88

IBM DB2 for Linuxconnection parameters 88

IBM DB2 for UNIXconnection parameters 88

IBM DB2 for Windowsconnection parameters 88

Ibm.CognosDM.exe.config file 179icons

adding to the icon palette 122illustrations

See graphicsimages

See graphicsInDesign

See desktop publishingindustry reporting 11internal reports 11

Jjoins 106

Kkeywords 105

Llanguage settings 55Linux

connection parameters for IBM DB2 88locks

report objects 63reports 72

log filesAllErrors.log file 180Application.log file 180Logging.config file 180Performance.log file 180Refresh.log file 180Trace.log file 180

Logging.config file 171, 179, 180logical operators 106

MManagement Discussion and Analysis (MD&A) reports 10Microsoft Active Directory

importing users and user groups from 145Microsoft Analysis Services

adding an OLAP data source from 80connection parameters 83

Microsoft Exceladding data sources 89outputting reports to 53queries 111using Track Changes feature with audit trail 15viewing audit trails in 77viewing progress reports in 77

Microsoft Officeenforcing version for CDM.config file 171forcing use of a particular version 194overview 183

Index 207

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Microsoft Office (continued)version 2003 184version 2007 189version 2010 189

Microsoft PowerPointoutputting reports to 53

Microsoft SQL Server 86Microsoft Word

comparing snapshots in 53outputting reports to 53using Track Changes feature with audit trail 15

Nnew functionality

Version 10.2.1 6Version 10.2.2 5Version 10.2.2 Fix Pack 1 4Version 10.2.2.1 4Version 10.2.3 3Version 10.2.3.1 2Version 10.2.4 2

notificationsconfiguring 73, 75custom 76permissions 158template parameters 74workflow processes 73workflow templates 65

Notifications.config file 171number shaping

See digit shaping

OObject Linking and Embedding Database

See OLE DBObject Status widget

in Excel Analysis dashboard 127in Report Summary dashboard 126

Object Summary widgetin Excel Analysis dashboard 127in Report Summary dashboard 126

object-level comments 155object-level workflows

overview 61, 67permissions 155

objectsSee report objects

ODBCconnection parameters 89

OfficeSee Microsoft Office

OLAP data queries 99, 102adding 99searching for members of dimensions in 101specifying how missing values are returned 103

OLAP data sources 80OLE DB

connection parameters 89Open Database Connectivity

See ODBCoperators

comparison 105logical 106other 107

Oracleadding an OLAP data source from Essbase 80connection parameters 87connection parameters for Essbase 82

outputexhibits 42generating 55overview 53previewing for Excel objects 54supporting documents 43

overriding permissions 164

PPage Setup Word object

applying page setup formatting for reports 45excluding report objects from common format in

reports 46pages

inserting rows and page breaks between 50resetting footers on 49resetting headers on 49resetting numbering 48setting up formatting 45starting footers on 49starting headers on 49starting numbering 48

parametersoverview 105query 108

passwordschanging 23, 154logging in 23

PDF filescomparing snapshots in 53outputting reports to 53

PDF objectsadding 31overview 31

Performance.log file 180permissions

accessing reports 151finding 151generating EDGAR HTML 162manage variables security 163managing checklists 158managing dashboards 157managing data queries 160managing data sources 160managing desktop publishing styles 162managing desktop publishing tags 162managing notifications 158managing reports 153managing task lists 161managing tasks 161managing user groups 154managing users 154managing workflow 155overriding 164overview 150removing access to reports 166report object templates 163searching for 151viewing audit trail 159

picturesSee graphics

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PowerPoint objectsadding 31effect of multiple versions of Microsoft Office on version

2003 184effect of multiple versions of Microsoft Office on version

2007 189effect of multiple versions of Microsoft Office on version

2010 189file extensions 183generating 55overview 31supporting documents 42

print settingsSee report format and print settings

progress reportscreating 77overview 76

publishing stylesSee desktop publishing styles

Qquarterly reports 11queries, data

See data queriesquery properties 110query variables

adding 114application 114deleting 115editing 114overview 113permissions 160

Rreference objects

adding shared objects as 38breaking references to source objects 40changing the source report 39comparison with copy objects 38comparison with shared objects 36

referenced workflowsoverview 69rules 70

Refresh.log file 180regional settings 55relational data sources 85relational database queries

adding 104, 112adding using Query Builder 107

report format and print settingsexcluding report objects from common format 46inserting rows and page breaks between report objects 50overview 44page setup 45resetting footers 49resetting headers 49resetting page numbering 48starting footers 49starting headers 49starting page numbering 48

report groupsadding 25deleting 26overview 25

report groups (continued)renaming 25

report object templatesapplying default settings 36exporting 35importing 35overview 34permissions 163reverting to default settings 36

report object versionsSee snapshots

report objectsadding 31adding snapshots of 51assigning 68associating with custom groups 33audit trail 77changing order 32comparing versions 53deleting 34Excel objects 31excluding from generated reports 29including in generated reports 29inserting rows and page breaks between 50linking tasks to 122not editable 72overview 31PDF objects 31PowerPoint objects 31pushing down to cascaded reports 32reusing 27types 15Web Page objects 31Word objects 31

report permissionsaudit trail 159data source 151desktop publishing styles 162desktop publishing tags 162generating EDGAR HTML 162report generation 151report object management 151report object templates 163security and workflow 155, 158snapshot 151variables 151, 163view 151workflow visibility 155

report snapshotsSee snapshots

Report Summary dashboard 126report versions

See snapshotsreport-level comments 155report-level workflows

overview 61, 72permissions 155

reportsaccessing 151adding 26adding report objects 31adding shared objects 38adding snapshots of 51annual 11associating with data queries 115blank sections 43building 26

Index 209

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reports (continued)Canadian 10cascaded type 13changing order of report objects 32comparing versions 53corporate 11deleting 30deleting report objects 34editing properties 29examples 10export overview 58exporting 58generating 55import overview 58importing 59industry 11inserting rows and pages between report objects 50internal 11locking 72managing 153opening 14overview 25overview of outputs 53progress 76quarterly 11refreshing 29restrict use of report variables 163reusing 27rollforward type 13statutory 10UK 10workflow assignment 76

rollforward featureoverview 13, 27

rollforward reportschanging the source report associated with reference

objects 39rows in reports

inserting between report objects 50

Ssecurity

overview 150user groups 154users 154

serversconfiguration 182configuring 171setting enforcement 194

shapingSee digit shaping

shared objectsadding 31adding as copy objects 39adding as reference objects 38adding to reports 38comparison with reference objects 36converting to unshared 41overview 37relationship to cascaded reports 41sharing 37

signing inSee logging in

snapshotsadding 51deleting 53

snapshots (continued)filing reports 51overview 51using to compare versions of reports or report objects 53viewing 52

SQLSee Structured Query Language (SQL)

standard report type 13statements 107statutory reporting 10Structured Query Language (SQL)

clauses and operators 107comparison operators 105joins 106logical operators 106overview 104statements 105, 107unions 106

stylesSee desktop publishing styles

subscriptions 158supporting documents

adding 43generating 43generating output 55overview 42

Ttabs

User Object Summary 13task lists

adding 119adding icons to the icon palette for 122adding tasks to 120changing task order in 121deleting 121deleting tasks from 122editing 120overview 17, 119permissions 161

tasksadding icons to the icon palette for 122deleting 122editing 121linking to report objects 122overview 17, 119permissions 161

templatesSee also report object templatesSee workflow templates

TM1adding an OLAP data source from 80

Trace.log file 180Track Changes feature in Microsoft Excel

using with audit trail 15Track Changes feature in Microsoft Word

using with audit trail 15

UUK reports 10unions 106UNIX

connection parameters for IBM DB2 88

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unshared objectsconverting shared objects 41overview 40

user displayconfiguring 148

user groupsadding 143adding users 147importing from IBM Cognos Access Manager 144importing from Microsoft Active Directory 145overview 141security 150, 154workflow templates 66

User Object Summary tab 13user role 23users

adding 141adding to groups 147importing from IBM Cognos Access Manager 144importing from Microsoft Active Directory 145overriding permissions 164overview 141removing access to reports 166security 150, 154temporary removal 147unlocking 167workflow templates 66

Vvariables

configuring for dashboards 129versions of report objects

See snapshotsversions of reports

See snapshots

WWeb Page objects

adding 31overview 31

Web.config file 182websites

adding to dashboards 17displaying in widgets 136

whitelist element 79widgets

adding to dashboards 131chart type 133Data Source Retrievals 127displaying data in charts 133displaying data in gauges 135displaying data in grids 132displaying graphics 136displaying websites 136Document Summary 126, 127formatting headers and borders 131

widgets (continued)gauge type 135grid type 132image type 136Object Status 126, 127Object Summary 126, 127overview 130relationship to dashboards 130types 130website type 136

Windowsconnection parameters for IBM DB2 88

Word objectsadding 31effect of multiple versions of Microsoft Office on version

2003 184effect of multiple versions of Microsoft Office on version

2007 189effect of multiple versions of Microsoft Office on version

2010 189exhibits 42file extensions 183generating 55overview 31Page Setup 45supporting documents 42

workflow assignment reportscreating 78overview 76

workflow statesadding 62attributes 63deleting 64editing 64overview 62

workflow templatesadding 65attributes 63deleting 66notifications 73overview 61, 65parameters 74permissions for workflows 155users and groups 66

workflows##WR variable 70##WS variable 70assigning report objects 68assignment reports 76copied 69customizing 67email 73object-level 67, 155overview 15, 61permissions 155referenced 69report-level 72, 155reusing 69rules 70

Index 211


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