© 2012 IBM Corporation
Pam Denny, [email protected]: @andbflo_denny
Maximo Cognos ReportingJune 22, 2012
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Agenda
1. Overview
2. Maximo-Cognos Ad Hoc Reporting Process
3. Reference Materials, Roadmap, SMC
4. Demo and Questions
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External Report
Integration
V7 Reporting
Open Database Platform
BIRT
Integration
DB2
Tivoli Common Reporting
IntegrationEmbedded Externalized
Cognos Reporting
Integration
V7 Open Reporting Architecture Portfolio
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V7 Cognos Integration Products Include…..
1. Cognos Connection, Viewer (Portal)
2. Cognos Administration Tool
3. Framework Manager (Package Development Tool)
4. Map Manager (Report Developer’s Tool)
5. Report Studio (Report Developer’s Tool)
6. Query Studio (Business User’s Tool)
*These products are a subset of the entire Cognos Portfolio
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Maximo Cognos Report Types
Cognos Query Studio � Ad Hoc Reports
- Individualized Reports
- Focus on responding to Dynamic Business and Project Needs
- Require no sql, technical, report development skills to create
- Target users with multi-role responsibilities
- Accessible from Cognos Portal
Cognos Report Studio � Operational Reports
- Day to day reports your users require for business tasks
- Weekly, Monthly or Quarterly reports to consolidate/review status
- Can be quickly accessed by Variety of Individuals
- Contain complex calculations, graphs, data mappings
- Accessible from Maximo Applications and Cognos Portal
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Cognos Query Studio Reports � Ad Hoc Reports
Examples
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Maximo-Cognos Ad Hoc Reporting Process
You1. Visualize Report
Maximo2. Create Report Object Structure (ROS)- Collection of Database Tables
3. Publish Cognos Meta Data - ROS published -> Meta data for report development
Cognos 4. Create Ad Hoc Report in Query Studio- Using ROS published package from above
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1. You – Visualize Report
Brainstorm the information you need
- What you want to display in your report- How you want it to display
Example –Need to quantify how many open WO’s there are by asset AND number of labor hours to complete
Need to get data from
ASSETWOTRACK
Asset is starting Point
You
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2. Maximo- Create Report Object Structure
Web-Based Report Development Tool
Maximo Database
Background: In Cognos, you create reports based on Meta Data Packages(Collections of Database Objects)
*Key Feature of Maximo-Cognos Process: Simplifying ability to create Cognos Packages AND that reflect Your Database Customizations
Maximo
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How does Maximo-Cognos Integration Simplify this?
CognosMaximo V7
Object Structure Application
Maximo
Capitalize on features existing in Maximo today
To produce information required in Cognos
..which enables hierarchical collections of database objects
..to form Cognos meta data packages
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For our example….
ASSET
WORKORDER
Business Object defines persistent
attributes that are used
ROS = Collection of Business Objects and Relationships
ROS: REP_ASSET_DEMODescription: Asset and WO Details
Object Relationship based on maxrelationship, or sql where clause
assetnum=:assetnumand siteid=:siteid
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Within Object Structure Application- Key ItemsConsumed By = REPORTINGEvaluate Relationships, Cardinality and Database Join Carefully
More details on building ROS in Maximo Cognos Integration Guides
2A. Start by Building Report Object Structure (ROS)
For our example –two objects only. ASSET and WORKORDER
Maximo
http://ibm.co/niokIv
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2B. Clear ROS of extra fields for improved usability
Via Action: ‘Exclude/Include Fields’- Clears ROS of of fields not used for reporting
Maximo
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Maximo-Cognos Ad Hoc Reporting ProcessYou1. Visualize Report
Maximo
2. Create Report Object Structure (ROS)- Collection of Database Tables
3. Publish Cognos Meta Data - ROS published -> Meta data for report development
Cognos 4. Create Ad Hoc Report in Query Studio- Using ROS published package from above
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3. Maximo- Publish Cognos Meta Data from ROS
From Object Structure application, select ROS
..Select action ‘Publish as Cognos Package’
Maximo
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Maximo Application Packages Available
To see published Meta Data…Launch to Cognos
You can then create custom reports based on selected application package
Cognos
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Maximo-Cognos Ad Hoc Reporting ProcessYou1. Visualize Report
Maximo2. Create Report Object Structure (ROS)- Collection of Database Tables
3. Publish Cognos Meta Data - ROS published -> Meta data for report development
Cognos
4. Create Ad Hoc Report in Query Studio- Using ROS published package from above
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4. Cognos – Create Ad Hoc Report in Query Studio
Build content for ad hoc report by selecting fields made available from Cognos package (Published ROS)
Cognos
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Continue to Build Cognos Ad Hoc Report
Add Filters, Calculations and Define Sorting
Add Graphs
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Save, Schedule, Print, Edit…..
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Items to Note: Cognos Ad Hoc Accessibility
�Cognos Ad Hoc reports can only be accessed from Cognos–They are not visible/accessible from Maximo’s Applications Run report Menu
Available in Cognos
Not available within Maximo applications
*Cognos Report Studio reports can be accessed from both Maximo and Cognos
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Items to Note: Report Object Structure Relationships
ROS containing complex relationships are not supported for Cognos Package Publishing
Complex Relationship:assetnum=:assetnum and siteid=:siteid and linetype not in (select value from synonymdomain where domainid='LINETYPE' and maxvalue='TOOL')
Simple Relationship:assetnum=:assetnum and siteid=:siteid
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Agenda1. Overview
2. Maximo-Cognos Ad Hoc Reporting Process
You
Visualize Report
Maximo
Create Report Object Structure
Publish Cognos Meta Data
Cognos
Create Ad Hoc Report in Query Studio
3. Reference Materials, Roadmap, SMC
4. Demo and Questions
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Recap of how you can enable Cognos Integration….
1. Direct
-Client has Cognos License
2. InDirect Thru TCR
-Separate Download/Installfrom Passport Advantage
*TCR = Tivoli Common Reporting
CognosMaximo V7
CognosMaximo V7 TCR
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Reference Materials : http://ibm.co/niokIv
V75_INDIRECTMaximo_TCRCognos84_InstallTCR with Cognos 841
V71_DIRECTMaximo_Cognos84_InstallCognos 84
V71_INDIRECTMaximo_TCRCognos84_InstallTCR with Cognos 84
V75_DIRECTMaximo_Cognos84_InstallCognos 841
Document NameType
Maximo Cognos Installation Instructions: How to Install
Maximo Cognos Integration: How it Works
V75_Maximo_CognosIntegrationDirect/Indirect
V71_Maximo_CognosIntegrationDirect/Indirect
Document NameType
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Enhancements By Release and Roadmap
April 2010Publish Package DescriptionsV7.5.0.0
April 2010Enable direct launch to Cognos Portal
V7.5.0.0
Summer 2012Upgrade to Cognos 10.x
(Direct Integration Only)
V7.5.0.x
April 2010Platform Upgrade
Cognos 8.4 � Cognos 8.4.1
TCR 1.2 � TCR 2.1
V7.5.0.0
December 2009Initial ReleaseV7.1.1.6
TimingDescriptionRelease
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http://ibm.co/nokOHc or
http://www.ibm.com/developerworks/servicemanagement/am
SMC: Launch Point to Dynamic Information SMC
Virtual Technical community of Clients, Business Partners and IBMers - Connecting and Collaborating
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SMC Cognos Report Wiki Pages
http://ibm.co/oKTTp5
Major Report Enhancements by Release
Cognos FAQs
http://ibm.co/GWHgXz
SMC
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Cognos- BIRT Comparison Details
http://ibm.com/xJKa6D
Wiki Page and linked PPT comparing the 2 tools
..as they are included within the Maximo applications
SMC
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Join Maximo Reporting Community TODAY!
SMCSMC Groups..People with common interest
http://ibm.co/zFmoP2
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Other Reference Materials: BiLogs (BI) Blogs!!
Access from SMC……..or follow me on Twitter @andbflo_denny
SMC
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How to Keep Up with On-Line Information?
Attend STE Session June 29, 2012 at 11am EST!
Maximo Reporting - Maximizing your use of On-Line Resources
Presentation will review resources available including -
A. Report Wiki Pages
B. BiLogs (Business Intelligence Blogs)
C. Maximo User Forums
D. SMC Maximo Report Community
Registration: http://ibm.co/MpGTIV
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Agenda
1. Overview
2. Maximo-Cognos Ad Hoc Reporting Process
3. Reference Materials, Roadmap, SMC
4. Demo and Questions
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Questions?
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Backup
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Prep Work – Security
Security Group Application - Grant Application Access to Cognos Reporting
Maximo
Gives user ability to launch directly to Cognos Portal from selected application
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Advantages of creating ROS in Maximo
Huge. Client’s require their Database Customizations for reporting
Captures Client’s Unique Database Customizations
Enables additional client extensions (ex. Override OS Business Rules) + Use by Other Cognos Products
Produces .cpf file which can be opened in FM
Required to begin any Cognos report development
Produces Cognos Meta Data (Package)
Opens up Functionality to Non-Windows Clients
Removes FM Platform Constraints
Significantly Reduces Resources Required for Creation and Maintenance of Packages
- Prior Barrier to Product Acceptance
Removes Complexity of FM Tool
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