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Proven Practice Integrating IBM Cognos 8 into IBM WebSphere Portal Product(s): IBM Cognos 8 Area of Interest: Infrastructure
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Page 1: Integrating IBM Cognos 8 into IBM WebSphere Portalpublic.dhe.ibm.com/software/dw/dm/cognos/... · Integrating IBM Cognos 8 into IBM WebSphere Portal 3. IBM Cognos Confidential Information

Proven Practice

Integrating IBM Cognos 8 into IBM WebSphere Portal Product(s): IBM Cognos 8

Area of Interest: Infrastructure

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Integrating IBM Cognos 8 into IBM WebSphere Portal 2

IBM Cognos Confidential Information

Copyright Copyright © 2008 IBM Cognos ULC (formerly IBM Cognos Incorporated). IBM Cognos ULC is an IBM Company. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. IBM Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document. This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to the information contained in this document will be documented in subsequent editions. This document contains proprietary information of IBM Cognos. All rights are reserved. No part of this document may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of IBM Cognos. IBM Cognos and the IBM Cognos logo are trademarks of IBM Cognos ULC (formerly IBM Cognos Incorporated) in the United States and/or other countries. IBM and the IBM logo are trademarks of International Business Machines Corporation in the United States, or other countries, or both. All other names are trademarks or registered trademarks of their respective companies. Information about IBM Cognos products can be found at www.IBM Cognos.com This document is maintained by the Best Practices, Product and Technology team. You can send comments, suggestions, and additions to [email protected] .

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Integrating IBM Cognos 8 into IBM WebSphere Portal 3

IBM Cognos Confidential Information

Contents 1 INTRODUCTION............................................................................................ 4 PART 1 – IBM COGNOS’ INTEGRATION INTO IBM WEBSPHERE PORTAL................ 5 IBM COGNOS PORTLETS IN IBM WEBSPHERE ............................................................................5 IBM COGNOS PORTLET FEATURES...........................................................................................6 PORTAL CONFORMANCE........................................................................................................7 PART 2 – INSTALL AND CONFIGURE IBM COGNOS 8 PORTLETS IN IBM WEBSPHERE PORTAL..................................................................................................................... 8 INSTALLING THE IBM COGNOS PORTLET IN IBM WEBSPHERE PORTAL ..............................................8 INITIAL CONFIGURATION .................................................................................................... 11 VIEWING PORTLETS ON A PAGE ............................................................................................ 12 DISTRIBUTED ENVIRONMENTS .............................................................................................. 14 PART 3 – ENABLING SINGLE SIGNON.................................................................... 15 OVERVIEW...................................................................................................................... 15 PREREQUISITES, NAMESPACE SETTINGS, AND CONFIGURATION...................................................... 16 SETTING UP SHARED SECRET FOR SSO .................................................................................. 21 ALTERNATIVE METHODS FOR SSO (ASIDE FROM SHARED SECRET) ................................................. 26 PART 4: TROUBLESHOOTING ................................................................................. 29 ERRORS WHEN ANONYMOUS ACCESS IS TO SET TO “TRUE” IN IBM COGNOS CONFIGURATION ................ 29 ERRORS WITH SINGLE SIGNON ............................................................................................. 33 THE CONNECTION SERVER URI ............................................................................................ 37

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Integrating IBM Cognos 8 into IBM WebSphere Portal 4

IBM Cognos Confidential Information

1 Introduction

This document provides step-by-step instructions on how to enable install and configure

IBM Cognos 8 BI portlets within IBM WebSphere Portal 5.x. This document contains

detailed information about how to enable Single Signon (SSO) and the relevant

troubleshooting steps required to isolate and resolve the issue.

This document is divided into four main sections:

1. Overview of IBM Cognos’ Portlets

2. Installing and Configuring the IBM Cognos 8 BI Portlets

3. Enabling Single Signon between IBM Cognos and WebSphere Portal

4. Troubleshooting issues relating to the IBM Cognos portlets

Although this document was written specifically for configuring SSO between WebSphere

Portal 5.1 and IBM Cognos 8 MR2, many of the same principles apply to previous and latest

versions of both WebSphere and IBM Cognos.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 5

IBM Cognos Confidential Information

Part 1 – IBM Cognos’ Integration into IBM WebSphere Portal

IBM Cognos Portlets in IBM WebSphere

IBM Cognos 8 provides five out-of-the-box portlets for consumer functionality:

IBM Cognos Navigator – Allows users to browse through IBM Cognos content and

folders and run reports and pages. Within the Navigator, users can choose the

appropriate action and destination when selecting an object (i.e. launch in new window,

other portlet, etc.).

IBM Cognos Search – Allows users to search through IBM Cognos content for relevant

objects (i.e. reports, pages, folders, etc.). The IBM Cognos Search portlet support both

the regular IBM Cognos string search and the full indexed IBM Cognos GO! Search.

Similar with the Navigator, with Search, users can choose the appropriate action and

destination when selecting an object (i.e. launch in new window, other portlet, etc.)

IBM Cognos Viewer – Allows users to view reports and pages. Users can specify the

column size of this portlets as well as the default actions.

IBM Cognos Metrics Watchlist – Allows users to view the Metrics stored in their

Metrics Manager watchlist. Within this portlet, users can specify the Metrics package

they would like to view.

IBM Cognos Extended Applications – Allows developers to build their own portlets

to consume in a third-party Portal. With the IBM Cognos SDK, three open-source

sample portlets are provided (Navigator, Search, and Viewer) along with their source

code. Developers can then modify the source code to create their own unique portlets

to meet their exact business requirements.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 6

IBM Cognos

Navigator

IBM Cognos Metrics

Watchlist

IBM Cognos Viewer

IBM Cognos Search

IBM Cognos Portlet Features

Portlet-to-portlet communication – This feature allows users to select an object in

the Navigator or Search portlet and have this object rendered in the IBM Cognos Viewer

portlet.

Customization and personalization – IBM Cognos portlets can be customized to

provide a slightly different look-and-feel. For example, default reports and folders can

be specified – reducing the amount of clicks necessary for the user to view a report.

Additionally with the Navigator and Search, options can be specified to show more or

less information and actions for each user.

Extensibility through the SDK – The Extended Applications portlet allows users to

build their own portlet using existing open sourced samples. This is ideal for users to

build powerful portlets to meet their custom business logic and requirements.

WSRP Support – The IBM Cognos portlets conform to the WSRP standard and use this

standard protocol when communicating with the IBM Cognos 8 server.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 7

IBM Cognos Confidential Information

“Ready for IBM WebSphere Portal” Certification – With each major release, IBM

Cognos’ portlets regularly obtain the rigorous IBM certification to be deemed “Ready for

IBM WebSphere Portal”.

Portal Conformance

IBM Cognos has a long history of support with IBM WebSphere Portal. Contained below are

the certified versions of IBM WebSphere Portal for each major version of IBM Cognos BI.

IBM Cognos Version IBM WebSphere Portal Version

IBM Cognos Series 7 IBM WebSphere Portal 4.2

IBM WebSphere Portal 5.x

IBM Cognos ReportNet IBM WebSphere Portal 4.2

IBM WebSphere Portal 5.x

IBM Cognos 8.1 IBM WebSphere Portal 5.x

IBM Cognos 8.2 IBM WebSphere Portal 5.x

IBM WebSphere Portal 6.0

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Integrating IBM Cognos 8 into IBM WebSphere Portal 8

Part 2 – Install and Configure IBM Cognos 8 Portlets in IBM WebSphere Portal

Installing the IBM Cognos Portlet in IBM WebSphere Portal

IBM Cognos 8 contains deployment file to automatically deploy and register the IBM Cognos

portlets within IBM WebSphere Portal. In this section, we will deploy the IBM Cognos

portlets (with no authentication) to verify that they function in this environment.

Enable Anonymous Access

Prior to enabling single signon (SSO), it is best to test the IBM Cognos portlets without any

user authentication. To do this:

1. Open the IBM Cognos Configuration tool.

2. Browse to Security > Authentication > IBM Cognos

3. Set Anonymous Access to “True”, as such:

4. Restart the IBM Cognos 8 service for the changes to take effect.

Deploy the IBM Cognos Portlets

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1. Locate WebSphere deployment file. In IBM Cognos 8, the deployment name is IBM

CognosBIPortlets_c81.war (in the /c8/cps/ibm/portlets folder) on the C8 server.

Additional Notes – Within this folder, /c8/cps/ibm folder is a build.properties file. This file

contains all of the default parameters used by the portlets. Users can specify all of the

default values for these portlets ahead of time. Simply modify these parameters to the

desired parameters and double-click on the build.bat file. The IBM

CognosBIPortlets_c81.war file will be updated to reflect this change.

2. Login to IBM WebSphere Portal as an administrative user.

3. Click on the Administration link

4. Click on Portlet Management > Web Modules

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5. Click “Install”.

6. Browse the /c8/cps/ibm/portlets/CognosBIPortlets_c81.war file and install.

7. Once the portlets have been installed, a list of the deployed portlet applications will be in

the Portlet Management > Applications folder. To filter this list, search on “IBM

Cognos”.

8. If the IBM Cognos portlets do not appear in the list, it is likely that an error has occurred

during the installation. Repeat the steps above or contact your Portal administrator.

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Initial Configuration

Once the portlets have been successfully deployed, some initial configuration can be done

to ensure that the portlets are functionality correctly. To do this:

1. In the Portlet Management > Applications screen, edit the “IBM Cognos BI Content

Portlets” by clicking on the edit on the right ( ). This will display a list of the portlet

preferences and properties.

2. Delete the “IBM Cognos 8 WSRP WSDL Location” parameter by clicking on the delete

button ( ).

3. Click OK.

4. Edit the IBM Cognos BI Content Portlets.

5. Under “New Parameter”, type in “IBM Cognos 8 WSRP WSDL Location”. Under “New

Value”, type in: http://server-name/Cognos8/cgi-bin/

Cognos.cgi/wsrp/cps4/portlets/nav?wsdl&b_action=cps.wsdl (substituting server-name

for the C8 server). Click “Add”.

6. The new value will now be shown in the list below.

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7. Repeat this step for the “IBM Cognos Metrics Manager Watchlist” application.

Viewing Portlets on a Page

The installation and initial configuration is now complete. The final step is to place these

portlets on a page for consumption. To do this:

1. Within the Administration area, click on Portlet User Interface > Manage Pages. In the

list, click on “My Portal”.

2. Click on New Page to create a new page. (In this example, a new page will be created

as a main tab. By drilling down within the subfolders, we can create a page and have it

appear as a sub-tab within an existing main tab).

3. The new page will now appear in the page list.

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4. Edit this page. Within this page, add some portlets to the page. It is often easiest to

search for “IBM Cognos” in the title to filter the list.

5. As a first step, it is often easiest to add only one portlet to the page.

6. View the page to ensure that the portlets are working correctly. In this case, the IBM

Cognos Navigator was the only portlet added to the page.

7. When the portlets are working correctly, you can add some additional portlets to the

page, lay it out to the desired specification, and start to personalize and customize the

page.

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Distributed Environments

In an environment where the IBM Cognos Gateway and the IBM Cognos Dispatcher are

running on separate servers, an additional setting needs to be enabled. The _gatewayURL

parameter needs to point to the IBM Cognos gateway, while the IBM Cognos 8 WSRP WSDL

Location will point to the dispatcher server, as such:

IBM Cognos 8 WSRP WSDL Location http://dispatcher-server/Cognos8/cgi-

bin/Cognos.cgi/wsrp/cps4/portlets/nav?wsdl&b_action=cps.wsdl

_gatewayURL http://gateway-server/Cognos8

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IBM Cognos Confidential Information

Part 3 – Enabling Single Signon

Overview

There are a variety of different options for single signon (SSO) from WebSphere Portal to

IBM Cognos. The different techniques depend on specific customer needs and

requirements. At a high-level, these requirements can be summarized as either using

regular SSO or leveraging IBM’s LPTA Token. Additional details on the differences and how

we handle complex situations will be discussed further along in this document. At a high-

level, we have three different ways to handle single signon:

1. Shared Secret

2. Native C8 SSO

3. LPTA Token

Shared Secret

“Shared Secret” is a IBM Cognos-specific method for handling SSO. The IBM Cognos

Portlets pick up the enterprise portal’s User ID and sends it to the IBM Cognos 8 server for

authentication. For security purposes, the User ID is transmitted with an encrypted

timestamp - encoded and decoded using a “shared secret” string as the encryption key.

Shared Secret is the simplest form of SSO method to setup. It can be used in most

environments, as long as the following conditions are met:

The Portal User ID (used to log into WebSphere Portal) are the same as those User IDs

in the associated IBM Cognos 8 namespace. (For IBM Cognos Series 7 namespaces, the

User IDs must be the same or the Enterprise Portal User IDs must be mapped to user

entries through the OS Signon feature of Series 7 Access Manager.)

The IBM Cognos 8 namespace used for authenticating portal users is of type LDAP,

Series 7, NTLM or Active Directory.

Additionally, Shared Secret can also be used if the Enterprise Portal and IBM Cognos 8

are sharing the same namespace and the namespace is either Active Directory or NTLM

directory.

IBM Cognos 8 SSO

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There are many different ways to accomplish SSO directly into IBM Cognos Connection. All

of these techniques can be used in IBM Cognos’ portlets. This allows IBM Cognos’ portlets

to support third-party authentication providers, like Netegrity.

LPTA Token

LTPA token is an SSO methods implemented by the WebSphere Application Server (WAS).

By passing a token across servers, the host applications can share the user’s identity and

trust that it has been validated and properly secured. The LTPA token is processed by the

Application server’s security layer. Although WebSphere Portal only executes in the context

of the IBM WAS, IBM Cognos 8 server can execute in alternate applications servers. To

take advantage of security provided at the Application server level, a dedicated IBM Cognos

8 Servlet Gateway must be installed and configured. By default, IBM Cognos 8 runs using

Tomcat Application Server. Since Tomcat does not support LTPA token, a IBM Cognos

servlet gateway needs to be installed running on WAS. This WAS needs to be able to

accept tokens from the WAS hosting WPS.

Determining the Proper SSO Method

Shared Secret is the simplest to setup and can be used in almost all situations, except if you

are using a custom authentication provider or if you wish to leverage LPTA Token.

Prerequisites, Namespace Settings, and Configuration

Disable NT Challenge Response (for IIS)

In IIS, when NT Authentication is enabled, it requires the Web browser to handle the

authentication request. That is, instead of prompting the user with a windows

authentication box, the browser will automatically answer this request. This sort of NT

authentication cannot be handled within a portlet. To disable NT challenge:

1. Open IIS on the IBM Cognos 8 server.

2. Right-click on the IBM Cognos8 virtual directory and select properties.

3. Go to Directory Security and under “Anonymous Access and Authentication Control”,

click “edit”.

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4. Uncheck “Integrated Windows Authentication”. Make sure that Anonymous Access is

checked.

5. Open IBM Cognos Connection (http://server-name/Cognos8) to make sure that the IBM

Cognos Web application can still be viewed.

Namespace Settings

1. LDAP Namespaces

The IBM Cognos portlets set the value of remote_user to be the User ID of WebSphere

Portal user. As a result, we need to make sure that the LDAP namespace defined in IBM

Cognos Configuration can handle this. In many cases, if the user IDs are identical in both

the IBM Cognos and WebSphere Portal namespace, then you only need to set the External

Identity Mapping value to ${environment(“REMOTE_USER”)}, as shown below.

1. Open IBM Cognos Configuration associated with each IBM Cognos 8 BI server and locate

your LDAP namespace.

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2. Enable External Identity mapping by setting the following fields:

Use external identity mapping True

External identity mapping (uid=${environment("REMOTE_USER")})

Important: Do not forget the parentheses around the external identity mapping value.

3. Save the Configuration and restart the service for these changes to take effect.

In other cases, users may be using a different namespace in both IBM Cognos and in

WebSphere Portal. In this case, the User IDs may be slightly different. In particular, either

IBM Cognos or WebSphere Portal may append a domain prefix ahead of the User ID. In

these cases, we would need to remove the domain so that we are mapping the same User

IDs. Some examples are included below:

Example 1: WebSphere Portal User ID = domain1/administrator, IBM Cognos

User ID = administrator

In this case, we would need to ignore the “domain” prefix ahead of WebSphere

Portal User ID. This can be done by setting the External Identity Mapping variable

to:

(uid=${replace(${environment("REMOTE_USER")},"domain1 \\",)})

Example 2: WebSphere Portal User ID = administrator, IBM Cognos User ID

= domain2/administrator

In this case, we would need to ignore the “domain” prefix ahead of WebSphere

Portal User ID. This can be done by setting the External Identity Mapping variable

to:

(uid=${replace(${environment("REMOTE_USER")},"domain1 \\",)})

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Example 3: WebSphere Portal User ID = domain1/administrator, IBM Cognos

User ID = domain2/administrator

In this case, we would need to ignore the “domain” prefix ahead of WebSphere

Portal User ID. This can be done by setting the External Identity Mapping variable

to:

(|(uid=${replace(${environment("REMOTE_USER")},"domain1

\\",)})(uid=${replace(${environment("REMOTE_USER")},"domain2

\\",)}))

Refer to the troubleshooting section for more information on how to determine the correct

User IDs.

2. Active Directory

As mentioned above, the IBM Cognos portlets set the value of remote_user to be the User

ID of WebSphere Portal user. As a result, we need to make sure that the Active Directory

namespace defined in IBM Cognos Configuration can handle this. In many cases, if the user

ID is identical in both the IBM Cognos and WebSphere Portal namespace, then you only

need to set the singleSignonOption to IdentityMapping. To do this:

1. Open IBM Cognos Configuration associated with each IBM Cognos 8 BI server and locate

your LDAP namespace.

2. Under “Advanced Properties”, click edit.

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3. Type in “singleSignonOption” for the name and “IdentityMapping” for value.

4. Save the Configuration and restart the service for these changes to take effect.

3. Series 7 SunOne LDAP

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Similarly, in a Series 7 namespace, we need to make sure that the namespace can leverage

the remote_user value. Series 7 LDAPs are commonly exclusively only used in the IBM

Cognos environments while the other applications contain another LDAP. As a result, the

User IDs in both IBM Cognos and WebSphere Portal are often slightly different. In most

cases, WebSphere Portal’s namespace will have a different alias or include a domain prefix.

Set OS Signon

1. In Access Manager, right-click on the default namespace and select Properties >

Signon.

2. Make sure that “Both” is checked under signons (and not “basic” or “OS”).

Account for Different User Aliases

1. In Access Manager, browse to an actual user within Access Manager

2. Right-click on the user and select Properties > OS Signon.

3. Within the OS Signons, make sure that this window contains all of the correct user

aliases. For example, WebSphere Portal will often grab the user ID and include

domain prefixes ahead of WebSphere Portal UID. For these situations, add new

users with these prefixes.

Additional Notes:

To understand the exact User IDs for both WebSphere Portal and the IBM Cognos

namespaces, refer to the troubleshooting section below.

For additional information on security and authentication, refer to the “Security” section

of the proven practice site: http://provenpractice.

Setting Up Shared Secret for SSO

At this point, we can now start to enable SSO for the IBM Cognos portlets. To do this:

Step 1 – Configure the Trusted Signon Namespace

1. Start IBM Cognos Configuration. For a distributed install with several IBM Cognos 8 BI

servers, configure all servers.

2. Under Security/Authentication, add a new namespace

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Name = CPSTrusted Type = Custom Java Provider

3. In the namespace fields, enter the following:

Namespace ID = CPSTrusted

Java class name = com.IBM

Cognos.cps.auth.CPSTrustedSignon

(Note: All values are case sensitive and must be entered as is)

4. Under Environment, open WebSphere Portal Services section.

Set the following fields:

Trusted Signon NamespaceID = <ID of your authentication

namespace>

Shared Secret = <The shared secret string>

Where:

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<ID of your authentication namespace> is the ID of the namespace associated

with the Directory Server used to authenticate portlet users. It can be of type LDAP,

Series 7, NTLM or Active Directory. Note: This is not the CPSTrusted namespace set

above (the field name might be confusing).

<The shared secret string> is any text string without spaces or special

characters. This is the secret key for User ID encryption. Remember this string as it

will be needed when configuring the IBM Cognos portlets in WebSphere Portal.

Additional Notes:

If your directory namespace is of type LDAP, enable External User mapping. See the

Namespace Configuration section above for more information.

If your directory namespace is of type Active Directory, enable Identity Mapping.

See the Namespace Configuration section above for more information.

If your directory namespace is of type Series7, enable OS Signon. See the

Namespace Configuration section above for more information.

The troubleshooting section of this document contains additional information relating

to namespace settings.

5. Under Security > Authentication > IBM Cognos, set “use anonymous access” to false.

6. Save the configuration and restart IBM Cognos 8.

7. Repeat these steps for all IBM Cognos 8 BI servers in a distributed install.

Step 2 – Set “Allow Namespace Override”

1. In IBM Cognos Configuration, go to Local Configuration > Environment.

2. Under the setting “Allow Namespace Override”, set this to “true”, as shown below.

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This step is necessary for WebSphere Portal to know which namespace to authenticate

its users against.

3. Save this configuration and restart the IBM Cognos service. (Note, if you have multiple

installs, you need to configure this on each server.)

Note:

In this section, we created a new namespace. As a result, when the user accesses IBM

Cognos Connection, they will be prompted to select a namespace. To avoid, you can set

the IBM Cognos gateway to only use one namespace. For example, suppose that I have

an LDAP that I use for authentication. Since another namespace has been created

(CPSTrusted), the user will be prompted to select one of these namespaces.

To avoid this, in IBM Cognos Configuration, go to Environment. Under “Gateway

Namespace”, set this to your authentication namespace (i.e. LDAP, ADS, Series7, etc.)

Step 3 – Configure the IBM Cognos Portlet applications in WebSphere Portal

1. Login to WebSphere Portal as an administrator

2. Go to Administration Portlet Management Applications and locate the three IBM

Cognos portlet applications:

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Integrating IBM Cognos 8 into IBM WebSphere Portal 25

1. IBM Cognos BI Content Portlets

2. IBM Cognos Extended Applications Portlets

3. IBM Cognos Metric Manager Portlets

3. For each IBM Cognos application, set the following fields:

IBM Cognos 8 WSRP WSDL Location <connection server URI>l

cps_auth_secret <The shared secret string>

cps_auth_namespace <The CPS namespace> (i.e. CPSTrusted)Active Credential Type (none)

The Authorization secret must be the same as the one set in “Step 2” above. When using

Shared secret, it is important to leave Active Credential Type as (none).

Remember that you must set up the shared secret and WSDL location for each IBM

Cognos application.

Step 4 – Test the IBM Cognos Portlets

1. Place the IBM Cognos Portlets on a page and grant access permissions for these portlets

to WebSphere Portal users that will be using IBM Cognos.

2. Logon to WebSphere Portal with a User ID that is common to both WebSphere and IBM

Cognos.

3. View the page and notice that the IBM Cognos portlets.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 26

IBM Cognos Confidential Information

Alternative Methods for SSO (aside from Shared Secret)

Shared Secret is the recommended method for handling SSO – primarily because it is the

simplest to setup and it can be used in almost all cases. There are some instances where

users may prefer to use alternate methods.

Leveraging Native IBM Cognos 8 SSO

If you have already enabled SSO into IBM Cognos 8, then you can leverage these

techniques with the IBM Cognos portlets. More specifically, if WebSphere Portal and IBM

Cognos use the same namespace for authentication, then this namespace can used in

WebSphere Portal, instead of the CPSTrusted namespace.

Additional Notes:

The portlets do not work with any NT Challenge response. Therefore, make sure that

SSO can be done into IBM Cognos Connection without this challenge response.

For more information on this, visit the Security section of the proven practice site:

http://provenpractice.

Using LTPA Token for SSO

Using LTPA token as the main single signon mechanism between WebSphere Portal and the

IBM Cognos portlets involves the user having administrator access rights to the WebSphere

Application Server running the IBM Cognos 8 server. If the IBM Cognos 8 server does run

in a WebSphere Application Server environment, you must at least install the IBM Cognos 8

Servlet Gateway onto a WebSphere Application Server.

For LTPA Token to work properly, the following conditions must be met:

The IBM Cognos 8 Servlet Gateway must be installed as a secured application in a

WebSphere Application Server.

IBM Cognos 8 and WebSphere Portal must both access the same LDAP server for

authentication.

Step 1 – Set “Allow Namespace Override”

1. In IBM Cognos Configuration, go to Local Configuration > Environment.

2. Under the setting “Allow Namespace Override”, set this to “true”, as shown below.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 27

This step is necessary for Plumtree to know which namespace to authenticate its users

against.

3. Save this configuration and restart the IBM Cognos service. (Note, if you have

multiple installs, you need to configure this on each server.)

Step 2 – Deploy and Secure the Servlet Gateway as a WebSphere Application

This step requires administration privileges in the WebSphere Application server.

1. On the alternate gateway, build a WAR or EAR file to deploy into the WebSphere

Application Server (as described in the IBM Cognos 8 Administration & Security Guide).

2. Deploy the alternate gateway onto the WebSphere Web Application Server

3. In the WebSphere Administration console, secure access to the gateway application via

LTPA token. Configure it to access the same LDAP directory as WebSphere Portal.

Consult your WebSphere Application Server administration manuals for further details.

Step 3 – Configure the IBM Cognos Portlet Applications in WebSphere Portal

1. Login to WebSphere Portal as an administrator.

2. Go to Administration Portlet Management Applications and locate the three IBM

Cognos portlet applications:

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4. IBM Cognos BI Content Portlets

5. IBM Cognos Extended Applications Portlets

6. IBM Cognos Metric Manager Portlets

3. For each IBM Cognos application, set the following fields:

IBM Cognos 8 WSRP WSDL Location <connection server URI>l

cps_auth_secret <The shared secret string>

cps_namespace <The authentication namespace> (i.e. IBM Cognos 8 namespace.)

Active Credential Type (none)

Important: The connection server is to contain the Uri to access the WSDL location via the

alternate gateway.

In this case, the alternate gateway is a Servlet Gateway running inside a WebSphere

Application server. The Active Credential Type is the key to enabling the sending of the

LTPA token back to the Alternate Gateway. Make sure the spelling for LTPAToken is exact.

Step 4 – Configure the LDAP namespace in IBM Cognos 8

All communications from the IBM Cognos portlets to the Servlet Gateway will carry the LTPA

Token. When receiving those connections, the Application Server will look up the user ID

(from the LTPA token) into the associated LDAP directory. When the User ID is found, the

Application Server will set up the REMOTE_USER HTTP variable to the ID of the current

user. This variable is then propagated by the Servlet Gateway to the IBM Cognos 8 server

where it is looked-up again in the attached LDAP namespace.

Additional Notes:

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For the IBM Cognos 8 LDAP and AD namespaces to map user IDs correctly, external

user mapping needs to be enabled.

For more information on LPTA Token, refer to the document on LPTA Tokens and SSO

on the proven practice site, http://provenpractice.

Part 4: Troubleshooting

In this section, it is important to first isolate this issue to either an error with the portlets or

an error with SSO.

Errors when Anonymous Access is to set to “True” in IBM Cognos Configuration

When Anonymous Access is enabled, users get an error when trying to access IBM Cognos’

portlets through WebSphere Portal (i.e. getMarkup Failed). In most cases, these errors are

a result of WebSphere Portal not being able to access the IBM Cognos 8 server.

Access to the IBM Cognos WSDL

Place the following URL in a Web browser and ensure that you can view the WSDL:

http://server-name/Cognos8/cgi-

bin/Cognos.cgi/wsrp/cps4/portlets/nav?wsdl&b_action=cps.wsdl

Disable NT Challenge in IIS

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If you are using IIS as a Web Server, make sure that “Anonymous Access” is enabled and

“Integrated Windows Authentication” is disabled for the IBM Cognos8 virtual directory.

Once this has been enabled, ensure that you can get to IBM Cognos Connection (i.e.

http://machine-name/Cognos8) without any access error messages.

Trace SOAP Messages through TCPMon

TCPMon is a IBM Cognos troubleshooting utility that traces all of the SOAP messages

between the client and the IBM Cognos server. This utility can be enabled to trace all

communication between WebSphere Portal and IBM Cognos 8. To do this:

1. Open tcpmon.bat. This utility can be found in the /c8/webapps/p2pd/WEB-INF folder.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 31

2. The tcpmon utility will open.

3. Under “Listen Port #”, provide a port number that is not used by any other application

(i.e. 9393). Under the “Target Port #”, change this to 80. Click Add.

4. A new tab will appear, as such:

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Integrating IBM Cognos 8 into IBM WebSphere Portal 32

This means that all requests will be made through port 9393. This means that if you get an

error accessing the WSDL, then you can add port 9393 to the WSDL address, as such:

http://server-name:9393/ Cognos8/cgi-

bin/Cognos.cgi/wsrp/cps4/portlets/nav?wsdl&b_action=cps.wsdl

In most cases, users are able to retrieve the WSDL in a new browser, but they are unable to

view the IBM Cognos portlets through WebSphere Portal. A good next step is to place this

port number in the WSDL location in WebSphere Portal, as such:

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When you reproduce this issue in WebSphere Portal, the tcpmon utility will now trace all of

the communication between WebSphere Portal and the IBM Cognos server. In particular,

you will want to make sure there are not any proxy servers or firewalls that are blocking

these requests.

Errors with Single Signon

When Anonymous Access is set to False in IBM Cognos Configuration, the portlets need to

handle authentication through the CPS trusted signon provider. Issues that are specific to

SSO usually begin with the error message “initcookie failed”. These error messages are

then usually followed by a “user didn’t specify a namespace” or “credentials are

invalid” error message.

“initcookie failed. User didn’t specify a namespace” error message appears

In most cases, this error message is a result of no namespace being defined in WebSphere

Portal. There are a few settings to verify:

1. In WebSphere Portal, make sure that the setting cps_auth_namespace is populated with

the CPSTrusted namespace ID.

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Integrating IBM Cognos 8 into IBM WebSphere Portal 34

2. Make sure that the cps_auth_secret value matches the setting defined in IBM Cognos

Configuration > WebSphere Portal Services.

“initcookie failed. User credentials are invalid” error message appears

These issues tend to involve more involved troubleshooting. In most cases, the issue is that

the User ID in WebSphere Portal is not the exact same as the User ID in IBM Cognos – due

to a prefix or different domain. To isolate this issue, it is required that additional logging is

enabled to identify the User IDs in both IBM Cognos and in WebSphere Portal.

Enable IPF Logging

To enable IPF logging:

1. Save the attached file to the /c8/configuration folder on the IBM Cognos 8 server.

ipfclientconfig.xml

2. Restart the IBM Cognos 8 service for the logging to begin.

3. When the IBM Cognos 8 service has started, two new logs files will be present in the

/c8/logs folder: cps.log (traces the portlets requests) and cam.log (traces the

authentication requests).

4. Login to WebSphere Portal using a User ID that is valid in both WebSphere Portal and

IBM Cognos.

Analyzing the Log Files

CPS.log File

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In the cps.log file, we will be able to view the entries from the portlets. In particular, you

should notice the following entries: 10.66.31.81:9300 4280 2007-02-07 10:36:30.915 -5 Thread-64 cps 0 4 Trace.cps <trace>DEBUG: value for cookie 'cps_auth_user' is: administrator 1170862587781 d678e5d5a0f670ce0b628ca7f9d2b36d9fe72c34</trace> com.IBM Cognos.cps.auth.CPSTrustedSignon 10.66.31.81:9300 4280 2007-02-07 10:36:30.915 -5 Thread-64 cps 0 4 Trace.cps <trace>DEBUG: Setting namespace: S7_LDAP</trace> com.IBM Cognos.cps.auth.CPSTrustedSignon 10.66.31.81:9300 4280 2007-02-07 10:36:30.915 -5 Thread-64 cps 0 4 Trace.cps <trace>DEBUG: Tokens:administrator, 1170862587781, d678e5d5a0f670ce0b628ca7f9d2b36d9fe72c34, administrator 1170862587781</trace> com.IBM Cognos.cps.auth.CPSTrustedSignon 10.66.31.81:9300 4280 2007-02-07 10:36:30.915 -5 Thread-64 cps 0 4 Trace.cps <trace>DEBUG: setting remote user</trace>

There are a few entries to note:

cps_auth_user – Ensure that WebSphere Portal is grabbing the User ID that corresponds

to the appropriate LDAP. In this case, the UID is “administrator”.

Null User ID – If this field is <null>, then the IBM Cognos portlets are not able to

retrieve a valid UID. Ensure that the namespace used in WebSphere Portal has the

“uid” field populated.

Incorrect User ID – If this field contains a prefix, then you will need to make sure that

the namespace defined in IBM Cognos Configuration can handle this prefix. See the

section on namespaces for more information on this topic.

Setting namespace – Ensure that the correct namespace is being used

Empty Namespace or Incorrect Namespace – Make sure that the namespace

mapping in IBM Cognos Configuration is correct. In the Configuration tool, go to

WebSphere Portal Services and ensure that the correct namespace is being used.

Remote User – Ensure that an entry for “setting remote user” is present. In this stage,

the IBM Cognos portlets will set a remote_user variable that CAM will use for authentication.

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IBM Cognos Confidential Information

CAM.log File

In the cam.log file, we will be able to view how CAM is using these variables for

authentication. We will also be able to determine any errors in the process:

1. Search the CAM log to make sure that CAM is getting this User ID: <bus:dispatcherTransportVars xsi:type="SOAP-ENC:Array" SOAP-ENC:arrayType="bus:dispatcherTransportVar[3]"> <item xsi:type="bus:dispatcherTransportVar"> <name xsi:type="xsd:string">html</name> <value xsi:type="xsd:string">false</value> </item> <item xsi:type="bus:dispatcherTransportVar"> <name xsi:type="xsd:string">front</name> <value xsi:type="xsd:string">false</value> </item> <item xsi:type="bus:dispatcherTransportVar"> <name xsi:type="xsd:string">originalSOAPAction</name> <value xsi:type="xsd:string">urn:oasis:names:tc:wsrp:v1:initCookie</value> </item> </bus:dispatcherTransportVars> <bus:hdrSession xsi:type="bus:hdrSession"> <bus:cookieVars xsi:type="SOAP-ENC:Array" SOAP-ENC:arrayType="bus:cookieVar[1]"> <item xsi:type="bus:cookieVar"> <name xsi:type="xsd:string">cps_auth_user</name> <value xsi:type="xsd:string">administrator 1170863119703 832e65b0b56b9815cf322dbe0343e8188661d302</value> </item> </bus:cookieVars> <bus:environmentVars xsi:type="SOAP-ENC:Array" SOAP-ENC:arrayType="bus:environmentVar[1]"> <item xsi:type="bus:environmentVar"> <name xsi:type="xsd:string">CAMNamespace</name> <value xsi:type="xsd:string">cpstrusted</value> </item> </bus:environmentVars> <bus:formFieldVars xsi:type="SOAP-ENC:Array" SOAP-ENC:arrayType="bus:formFieldVar[0]"/> <setCookieVars xsi:type="SOAP-ENC:Array" SOAP-ENC:arrayType="bus:setCookieVar[1]"> <item xsi:type="bus:setCookieVar"> <name xsi:type="xsd:string">CRN</name> <value xsi:type="xsd:string">contentLocale%3Den%26productLocale%3Den%26format%3DHTML%26timeZoneID%3DEST%26useAccessibilityFeatures%3Dfalse%26skin%3Dcorporate%26listViewSeparator%3Dnone%26automaticPageRefresh%3D30%26showOptionSummary%3Dtrue%26linesPerPage%3D15%26displayMode%3Dlist%26columnsPerPage%3D3%26showWelcomePage%3Dtrue%26</value> <maxAge xsi:type="xsd:int">0</maxAge> </item> </setCookieVars> </bus:hdrSession>

2. If we get a valid User ID and Namespace, then we will want to make sure that the User

ID (administrator) matches the user ID that we would get when we login to IBM Cognos

Connection directly.

3. Login to IBM Cognos Connection as the same user.

4. Open the cam.log file and search for the last log entry containing this User ID (i.e.

administrator).

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IBM Cognos Confidential Information

<bus:formFieldVars xsi:type="SOAP-ENC:Array" SOAP-ENC:arrayType="bus:formFieldVar[8]"> <item> <name xsi:type="xsd:string">CAMUsername</name> <value xsi:type="xsd:string">administrator</value> </item> <item> <name xsi:type="xsd:string">encoding</name> <value xsi:type="xsd:string">UTF-8</value> </item> <item> <name xsi:type="xsd:string">m</name> <value xsi:type="xsd:string">portal/main.xts</value> </item> <item> <name xsi:type="xsd:string">CAMPassword</name> <value xsi:type="xsd:string"/> </item> <item> <name xsi:type="xsd:string">b_action</name> <value xsi:type="xsd:string">xts.run</value> </item> <item> <name xsi:type="xsd:string">CAMNamespaceDisplayName</name> <value xsi:type="xsd:string">john</value> </item> <item> <name xsi:type="xsd:string">startwel</name> <value xsi:type="xsd:string">yes</value> </item> <item> <name xsi:type="xsd:string">CAMNamespace</name> <value xsi:type="xsd:string">john</value> </item> </bus:formFieldVars>

5. Additionally, remote_user should be set through identitymapping. <item> <name xsi:type="xsd:string">REMOTE_USER</name> <value xsi:type="xsd:string"/>domain\administrator</value> </item>

6. Make sure the User ID from #4 and #5 matches the User ID from #1. Refer to the

section in Part 2 on above on Namespace Settings for the correct values.

The Connection Server URI

The “Connection Server URI” is the server connection between the Enterprise Portal and

IBM Cognos. This is the value to be set for each IBM Cognos Portlet or iView in the CPS:

Connection Server property. The connection URI will differs depending on the type of

alternate gateway and the type of portlet

Type of Alternate Gateway

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IBM Cognos Confidential Information

Gateway

Type Connection Server URI Example URI

CGI

Gateway

http://<gateway:port>/<directory>/cgi

-bin/

Cognos.cgi/wsrp/cps4/portlets/nav?wsd

l&b_action=cps.wsdl

http://myserver/cpsgateway/

cgi-bin/

Cognos.cgi/wsrp/cps4/portlet

s/nav?wsdl&b_action=cps.w

sdl

ISAPI

Gateway

http://<gateway:port>/

Cognosisapi.dll/wsrp/cps4/portlets/nav?

wsdl&b_action=cps.wsdl

http://myserver/

Cognosisapi.dll/wsrp/cps4/po

rtlets/nav?wsdl&b_action=cp

s.wsdl

Servlet

Gateway

http://<servletgateway:port>/wsrp/cps

4/portlets/nav?wsdl&b_action=cps.wsdl

http://myserver:8080/wsrp/c

ps4/portlets/nav?wsdl&b_act

ion=cps.wsdl

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IBM Cognos Confidential Information

Type of Portlet

Each portlet group has a different entry point for the WSDL address. In the examples

below, the /nav?... section of the URI needs to be changed accordingly:

Portlet Type End

Point Example

IBM Cognos

Navigator

IBM Cognos

Search

IBM Cognos

Viewer

/nav? http://myserver/cpsgateway/cgi-bin/

Cognos.cgi/wsrp/cps4/portlets/nav?wsdl&b_action

=cps.wsdl

Metric Manager

Watchlist

/cmm? http://myserver/cpsgateway/cgi-bin/

Cognos.cgi/wsrp/cps4/portlets/cmm?wsdl&b_actio

n=cps.wsdl

IBM Cognos

Extended

Applications

/sdk? http://myserver/cpsgateway/cgi-bin/

Cognos.cgi/wsrp/cps4/portlets/sdk?wsdl&b_action

=cps.wsdl


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