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© Copyright IBM Corporation 2011 Trademarks
IBM Cognos Proven Practices: IBM Cookbook for IBM
Cognos 10 for use with SAP NetWeaver Business
Warehouse™
Page 1 of 25
IBM Cognos Proven Practices: IBM Cookbook
for IBM Cognos 10 for use with SAP NetWeaver
Business Warehouse™
Product(s): IBM Cognos 10; Area of Interest: Infrastructure
Daniel Wagemann
Cognos Proven Practices AdvisorIBM
Rich Borucki
Solution Specialist
IBM
Pierre Valiquette
Software Engineer
IBM
Skill Level: Advanced
Date: 07 Jan 2011
This document is intended to provide a single point of reference for techniquesand product behaviours when dealing with SAP® NetWeaver® Business
Warehouse® (SAP BW) as a data source in IBM Cognos 10.
View more content in this series
Contributors
This effort would not have been possible without contributions from Patricia Defosse,
Linda Whitney, and Agnes Chau.
IntroductionPurpose
This document is intended to provide a single point of reference for techniques and
product behaviours when dealing with SAP® NetWeaver® Business Warehouse®
(SAP BW) as a data source in IBM Cognos 10.
Applicability
Generally speaking, the practices and methods noted within the IBM Cookbook for
IBM Cognos 8.4 for use with SAP NetWeaver Business Warehouse are applicable to
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your IBM Cognos 10 on SAP BW environment. Hence the guidelines mentioned in
this document can be considered an addendum, or delta practices, and are specific
to IBM Cognos 10 with SAP BW.
The techniques and product behaviours outlined in this document apply to:
1. IBM® Cognos 10® version 10.1
2. SAP BW Query Designer® version 7.0
Exclusions and Exceptions
The techniques and product behaviours outlined in this document may not be
applicable to previous or future releases.
SAP BW Objects and Queries
IBM Cognos 10 leverages the SAP BW investment within your organization by
providing access to the SAP BW metadata and business content. The guidelines
and practices for the design and use of SAP BW objects and queries can be found
within the document entitled IBM Cookbook for IBM Cognos 8.4 for use with SAP
NetWeaver Business Warehouse located at http://www.ibm.com/developerworks/
data/library/cognos/page468.html, and are generally applicable when accessing SAP
BW with IBM Cognos 10.
In addition to the guidelines noted within the SAP BW objects and queries section of
the above referenced cookbook, IBM Cognos 10 provides support for time-dependent
hierarchy structures. The following describes time-dependent hierarchy structures,and how they are depicted in IBM Cognos 10.
Time-Dependent Hierarchy Structures
Some SAP BW users require the ability to create reports depicting hierarchy
structures that are valid for a specific time period; therefore they need to create the
hierarchy structure as a time-dependent. For example, assign retailers to different
geographies at different times within the context of a hierarchy.
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Figure 1: This image shows time-dependent structures Algeria and Morocco
As the example above illustrates, this SAP hierarchy represents retailers in different
geographic locations. This illustration shows how the retailer located in the country of
Algeria from the time period 01-01-2000 to 31-12-2004 has ceased operations at the
end of 2004, and was replaced by new dealer located in Morocco, which started to
log transactions in 01-01-2005.
Notice in “Figure 2”, for the characteristic ZD_CCUST (Retailer) in SAP BW, under
the Hierarchy tab, the option “Time-Dependent Hierarchy Structure” has been
selected.
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Figure 2: Time-Dependent Hierarchy Structure is defined within the SAP BW
InfoObject
Since ZD_CCUST (Retailer) contains a time-dependent hierarchy structure, we can
see in “Figure 3” that for the hierarchy named “Retailer TimeDep1”, different validity
dates are assigned for countries “Algeria” and “Morocco”.
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Figure 3: Time-dependent structures defined with different validity dates
IBM Cognos 10 allows users to visualize and interact with the SAP BW time-
dependent hierarchy structures. Notice in the image “Figure 4”, how the time-
dependent hierarchy structures are depicted in the IBM Cognos 10 Framework
Manager model, and can be leveraged as alternate hierarchies within IBM Cognos 10
BI.
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Figure 4: Alternate hierarchies are arranged by validity dates
General Principles when Accessing Time-Dependent Hierarchy Structures
Since the time-dependent hierarchy structures are depicted in the IBM Cognos10 Framework Manager as alternate hierarchies, import only the definitions of the
hierarchies you need. This will help to optimize the IBM Framework Manager import
process when accessing metadata from SAP BW.
IBM Cognos 10 Framework Manager
IBM Cognos 10 Framework Manager provides the metadata model development
environment in IBM Cognos 10, and is the starting point for IBM Cognos 10 and SAP
BW integration. The guidelines and practices to leverage SAP BW metadata within
IBM Cognos Framework Manager can be found within the document entitled IBM
Cookbook for IBM Cognos 8.4 for use with SAP NetWeaver Business Warehouselocated at http://www.ibm.com/developerworks/data/library/cognos/page468.html,
and are generally applicable when accessing SAP BW metadata with IBM Cognos 10
Framework Manager.
In addition to the guidelines noted within the metadata modelling section of the above
referenced cookbook, IBM Cognos 10 Framework Manager provides the ability to
define a package to use Dynamic Query Mode (DQM).
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Dynamic Query Mode
The IBM Cognos 10 architecture provides the ability to utilize two query modes:
• Compatible Query Mode
• Dynamic Query Mode
Compatible Query Mode triggers the traditional query methods as utilized in IBM
Cognos 8.4, and users of this mode can expect similar or slightly improved response
times in IBM Cognos 10. This mode is the default processing method for a package
unless DQM is specifically defined for the package in IBM Cognos 10 Framework
Manager.
Dynamic Query Mode is enabled at the package level using IBM Cognos 10
Framework Manager or Self-Service Package Wizard and is leveraged by IBM
Cognos 10 solutions such as Reports Studio, Business Insight Advanced, and Query
Studio. DQM is an enhanced, Java-based query mode which offers the following key
capabilities:
• Query optimizations to address query complexity, data volumes, and timeliness
expectations with improved query execution techniques.
• Significant improvement for complex OLAP queries through intelligent
combination of local and remote processing and better MDX generation.
• Security-aware caching.
• New data Interfaces leveraging 64 bit processing.
• Ease of maintenance with query visualization.
Both the Compatible and Dynamic query modes in IBM Cognos 10 utilize patented
MDX technology to send optimized Multi-dimensional Expressions (MDX) specifically
for SAP BW, through the SAP BW OLAP BAPI interface to access SAP BW data, and
is SAP® Certified Integration with SAP NetWeaver®.
To better understand the benefits of the Dynamic Query Mode and the steps
necessary to implement the DQM, refer to the Dynamic Query Guide provided in the
IBM Cognos 10 installation documentation or the IBM Cognos 10 Dynamic Query
Cookbook located at: http://www.ibm.com/developerworks/data/library/cognos/
infrastructure/cognos_specific/page529.html.
The IBM Cognos 10 Dynamic Query Cookbook will contain additional information for
the following topics:
• IBM Cognos 10 architecture.
• Definitions and variances between Compatibility and Dynamic Query Modes.
• Requirements for connectivity to all supported OLAP data sources.
• Process to define a package to use DQM with IBM Cognos Framework
Manager.
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• IBM Cognos 10 configuration settings for all supported data sources.
• Administration features specific to DQM.
• IBM Cognos 10 caching.
• Debugging and troubleshooting the DQM.
SAP BW Specific Configuration Files within IBM Cognos 10
When accessing SAP BW using Dynamic Query Mode, many of the principles which
applied to IBM Cognos 8.4.1 are still in effect. It should be noted however that the
configuration entries are located in different configuration files. Some new entries
have been added and some entries are no longer required for DQM.
The two main configuration files for Dynamic Query Mode are xqeodp.config.xml,
located under the configuration directory, and bw.properties, located under
configuration\xqe directory. By default, xqeodp.config.xml will be suffixed by “–
example”. Simply remove the “-example” and the file will take effect upon startup ofthe query service.
XQEODP.CONFIG.XML
This file contains the main configuration file which most will be familiar with and
their explanation can be found within the IBM Cookbook for IBM Cognos 8.4 for
use with SAP NetWeaver Business Warehouse located at http://www.ibm.com/
developerworks/data/library/cognos/page468.html. The configurations which should
be of concern include:
• useFastGetMembers• useMDXToRetrieveMembersFor
• useMDXToRetrieveMembersLimit
• displayProperty
• detectSAPVariableUniqueness
These configuration entries resided in both sapbw_config.xml and qfs_config.xml
in earlier versions of the product, and their usage has not altered since then. All
other entries should be left unaltered unless specifically instructed by IBM Cognos
Customer Support or Development.
Tracing
The XQEODP.CONFIG.XML file also contains the mechanism to trace some of the
communications between the Query Service and SAP BW such as MDX statements
and BAPI (Business Application Programming Interface) function calls used to
retrieve metadata and data from the underlying systems. In order to perform this level
of tracing, locate this section of the configuration file:
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<component name="SBWODP">
<eventGroup name="Configuration"/>
<eventGroup name="Connection"/>
<eventGroup name="Function"/>
<eventGroup name="Metadata"/>
<eventGroup name="DataQuery"/>
<eventGroup name="Timing"/>
<eventGroup name="Exception"/>
</component>
Add level=”info” to an entry and restart the query service, and this will start
recording the requested entries to the log file which is located under the logs\xqe
directory. Each time the query service starts, a new file is created. The log files are
prefixed with xqelog-<timestamp>.xml. For example, in order to trace some of the
outgoing MDX statements, you would set the following entry:
<component name="SBWODP">
<eventGroup name="Configuration"/>
<eventGroup name="Connection"/>
<eventGroup name="Function"/>
<eventGroup name="Metadata"/>
<eventGroup name="DataQuery" level=”info”/>
<eventGroup name="Timing"/>
<eventGroup name="Exception"/>
</component>
The most frequently used entries are “DataQuery” and “Function”. Those two entries
will show most of the pertinent calls made to SAP BW which should be of concern.
BW.PROPERTIES
This file contains some of the entries dictating the default behavior of the query
engine specifically for SAP BW. First and foremost, it must be stated that entries inthis file should not be altered unless specifically instructed by Customer Support or
Development. They are meant for very specific scenarios and their applications are
server wide. With that said, two entries can be altered.
The first entry is lolap.tupleStorageThreshold. This sets the maximum potential
size of a tuple which we will store in the cache. The potential is calculated by
multiplying the members received from each dimension requested from SAP BW.
Should the potential size of the result exceed this limit, then IBM Cognos will not be
caching the data results. Please note this only affects data cache (tuple storage) and
not metadata cache. By default, this value is set to 150,000. This limit will easily be
reached, therefore, we can increase the potential limit to 150,000,000. This does not
mean that all tuples up to 150,000,000 will be stored in the cache as other heuristics
are also considered by the engine. These other heuristics will avoid storing results
which would be slower to write/read from the cache then reading directly from SAP
BW (i.e. very large dense reports).
The second entry which some may be interested in leveraging is
use.valid.from=true. This will dictate whether the “From” date or the “To” date will
be utilized when setting the KEYDATE for time-dependant hierarchies. Each time-
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dependant hierarchy contains a validity period which is stored in the model /package.
When authoring a report against such hierarchies, prior to executing a report, IBM
Cognos will set the key date based on these stored periods. By default (true), the
“From” date will be used. Changing the value to “false” will have the following effect:
1. If no values exist for “To” -> the current date is used as key date.2. Values exist only for “To” -> “To” date is used as key date.
3. Values exist for both “From” and “To” -> “To” date is used as key date.
The validity period of time-dependant hierarchies can be found in the IBM Cognos
Framework Manager model. In the left hand pane, select the concerned hierarchy
and note the two properties: “Valid_From” and “Valid_To”.
Advanced Environment Settings
In IBM Cognos 10, all optional SAP prompts of a SAP BW InfoQuery are prompted
by default, and all will be revealed in an IBM Cognos prompt page unless they are
explicitly called and hidden from an IBM Cognos report. However, you do have theability to change this default behavior with an advanced server property that will hide
the optional variables without having to explicitly call the optional SAP variables in an
IBM Cognos report.
The property called RSVP.PROMPT.FORCEDATASOURCEPARAMETERPROMPT
must be set to FALSE to hide the optional SAP variables.
Step by Step for changing the Advanced Environment Settings
To change the default parameter value, and set the parameter to FALSE, perform the
following steps.
1. Go to IBM Cognos Administration -> Configuration -> Dispatchers and Services.
Figure 5: IBM Cognos Administration for Dispatchers and Services
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2. Click on the dispatcher URL.
3. For the ReportService, choose the ‘Properties’ link.
Figure 6: View the properties of the ReportService
4. Select the ‘Settings’ tab.
Figure 7: View Settings
5. For the row labeled ‘Environment’, ‘Advanced Settings’, choose ‘Edit’.
Figure 8: Edit the advanced settings
6. Click the checkbox option to ‘Override the settings acquired from the parent
entry’. A parameter input screen will then appear.
7. Set the following parameter to FALSE to hide optional SAP variables.
RSVP.PROMPT.FORCEDATASOURCEPARAMETERPROMPT (default is
TRUE)
Figure 9: Setting this parameter to FALSE will hide optional SAP variables
8. Click ‘OK’, and ‘OK’ again.
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9. Stop and restart the ReportService.
IBM Cognos 10 Report Studio
In addition to the guidelines noted within the IBM Cookbook for IBM Cognos 8.4 for
use with SAP NetWeaver Business Warehouse for professional report-writing withSAP BW. The following statements should be considered when using IBM Cognos 10
Report Studio over a SAP BW data source.
1. Access SAP BW data with DQM-enabled packages whenever possible.
Performance of analysis capabilities can be improved substantially with DQM
when accessing SAP BW data.
2. Use SAP BW queries with variables and filters to restrict the data set from BW
to help limit the size of data passed from SAP BW.
3. Refer to the IBM Cognos 10 Dynamic Query Cookbook to better understand the
benefits of the Dynamic Query Mode.
4. Active Reports, a new capability introduced in IBM Cognos 10, can be built to
access data from SAP BW.
IBM Cognos 10 Business Insight Advanced
Business Insight Advanced is a Web-based tool used to author reports and analyze
data. The user interface is designed for business users to get insight into their
business. For more information on how to use Business Insight Advanced, consult
the IBM Cognos Business Insight Advanced User Guide provided in the IBM Cognos
10 installation directory.
The following statements provide general statements which can be applied within the
Business Insight Advanced (BIA) environment when working with SAP BW data.
1. Access SAP BW data with DQM-enabled packages whenever possible.
Performance of analysis capabilities can be improved substantially with DQM
when accessing SAP BW data.
2. .Use SAP BW queries with variables and filters to restrict the data set from BW
to help limit the size of data passed from SAP BW.
3. Leverage SAP BW InfoQuery optional variables as opposed to filtering within
Business Insight Advanced where appropriate. This approach will leverage the
processing power of the SAP BW server, and push filtering of the data to theSAP BW data source.
4. The format of the SAP BW variables will be determined by the definition of the
variable within the SAP BW query, or changes made to the variable definition in
IBM Cognos Framework Manager or the Self-Service Package Wizard.
5. No formatting of the variable display format is done within Business Insight
Advanced.
6. To re-prompt for SAP variables in Business Insight Advanced, click the refresh
icon at the bottom of the page.
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Figure 10: Refresh in Business Insight Advanced
7. To simplify reporting for end users, build a IBM Cognos Framework Managerpackage ‘fit for purpose’ with only one data source. For example, deliver a
package that delivers only what the users need from a data source, rather
than allowing them to see all available content. And consider hiding or omitting
elements, such as several alternate hierarchies, which they do not need. This
approach will help to alleviate user-confusion and mitigate the probability
that users will attempt to view unnecessarily high volumes of data which may
provide slower performance.
8. Bring dimension levels into the report as opposed to display attributes to
improve the initial response from SAP BW when the data is not cached with
DQM. However, if the same display attribute is requested later, performance
should be greatly improved as the data will reside in the DQM cache for users who have the same SAP BW security profiles.
9. When building a report and you do not want data to refresh as each column is
brought in, create the reports in ‘Page Design’ mode found in the View menu.
(View -> Page Design).
Self-Service Package Wizard
The IBM Cognos 10 Self-Service Package Wizard (SSPW) allows users to create
connections directly from IBM Cognos Connection to pre-modeled SAP BW data
sources without using IBM Cognos 10 Framework Manager.
Often, business users do not have data modeling skills nor are they required to
model their SAP BW information. However, they still need to rely on IT resources to
import, model, and package a data source; making the process a longer experience.
The Self-Service Package Wizard helps business users by providing direct access
to their information in SAP BW by enabling them to create their own IBM Cognos
packages based on the SAP BW source.
Consider these general statements when working with the Self-Service Package
Wizard in IBM Cognos 10.
1. There is a limit to the number of objects a user can select. By default, the user
can select a maximum of two SAP BW cubes and five SAP BW InfoQueries. But
consider starting small, and request that users only choose one or two objects
at a time per package. This will help to limit and control the number of objects
which are imported at one time, assist with an optimized import of the SAP BW
metadata, and help to limit the size of the IBM Cognos Content Store.
2. Consider updating the default settings to limit how many SAP BW queries or
cubes a user can import for metadata. These parameters may be updated
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within Cognos Administration and the steps to change are noted below in this
section.
3. Import metadata from SAP BW queries rather than selecting the cube. This will
provide users the ability to leverage SAP BW objects not otherwise available
from the cube, such as calculated and restricted key figures, query structures,
filters, and variables. This practice is aligned with the proven practices as statedfor IBM Cognos Framework Manager and SAP BW.
4. When publishing a new package, select the option ‘Use Dynamic Query Mode’.
5. SSPW users should strongly consider saving their packages to their ‘My
Folders’ directory or other dedicated directories to avoid package clutter in the
‘Public Folders’ directory.
6. With SSPW, you have the option to select at the cube or SAP BW query level,
and definitions of any objects under those levels will be imported. For those
SAP BW queries that call several alternate hierarchies or dimensions that are
not necessary for reporting, consider importing SAP BW metadata using IBM
Cognos Framework Manager where you have the option to select only thehierarchies that you need. This method can help expedite the import process.
7. Consider use by IT and business users within test environments to enable users
to build their own models and assist with requirements gathering. This practice
could help to accelerate requirements gathering, development, and regression
testing processes for required SAP BW reports and analysis as business users
could be more involved.
8. Any package created using the SSPW cannot be changed with IBM Cognos
Framework Manager after the package is published. To change an existing
package with SSPW, a user will need to re-import the SAP BW InfoQuery and
then over-write the existing package. Another option is to recreate and over-
write the package using IBM Cognos Framework Manager. In the event it is
required that updates to the package will be necessary on a iterative basis,
consider using IBM Cognos Framework Manager where there is more control to
include or omit objects that are necessary for the package and reports.
9. In the event a package has been created with SSPW where the SAP
BW InfoQuery is changed after the package was created, there could be
ramifications to existing reports that were built on the package. It may be
necessary to re-import the SAP BW InfoQuery with SSPW or IBM Cognos
Framework Manager to get the latest definitions, and then over-write the
existing package. Also note that in this case, existing reports should be
analyzed to see if changes are necessary.
Using the Self-Service Package Wizard
The following section provides a step by step overview of using the Self-Service
Package Wizard to create a package.
1. To enable this feature, the Cognos Administrator must update the SAP BW
connection properties to ‘allow personal packages’. This step is done in IBM
Cognos Administration -> Configuration -> Data Source Connections.
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Figure 11: Data source connection properties in IBM Cognos
Administration
Figure 12: 'Allow personal packages' is checked
2. Click on the Self Service Package Wizard blue folder icon.
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Figure 13: The SSPW Wizard icon
3. A window opens showing all SAP BW data sources available. Select the SAP
BW data source containing the data required, and click ‘OK’.
Figure 14: The SAP BW connection appears within the wizard
4. Specify the name and location of the new package. It is recommended that
users save their packages to ‘My Folders’ to avoid user confusion and clutter in
the ‘Public Folders’.
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Figure 15: The user has chosen to save the package to ‘My Folders’
5. Find and select the appropriate SAP BW InfoQuery required, and leave the
default option to ‘Enable SAP BW Dual Structures support’. Click ‘Next’. It is
recommended to choose a query rather than the cube. This provides users the
ability to leverage SAP BW objects not otherwise available from the cube, such
as calculated and restricted key figures, query structures, filters, and variables.
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Figure 16: The user has selected the SAP BW InfoQueries for the package
6. Choose to import any languages that are supported within your SAP BW
environment. Confirm the design language, and click ‘Next’.
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Figure 17: English is imported from SAP BW
7. Choose the option for ‘Use Dynamic Query Mode’ to leverage DQM and its
query caching capabilities for improved response times and performance.
Optionally choose the ‘Object display name’ of your choice. Note the display
name chosen should be supported and available within your SAP BW data
source. And to have objects in the model organized the same way that they
are organized in SAP Business Explorer Query Designer, select the ‘Enhance
model for SAP BW organization of objects’ option. You will then have a folder
for each dimension. Note this selection is purely optional for visual purposesonly, and is a matter of personal preference. You may choose this option to
accommodate those users who are familiar with the SAP Business Explorer
tools.
Click ‘Finish’.
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Figure 18: The user has chosen to 'Use Dynamic Query Mode' for better
performance
8. If the SAP BW InfoQuery contains variables, you can choose to edit its
properties by selecting to launch the SAP BW Edit Variables page. Do this by
choosing the option to ‘Edit the SAP BW variables for the package after closing
this dialog’ , and then click ‘Close’.
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Figure 19: Edit SAP BW variables for the package
9. If required, you can change the behavior of the variables via the ‘Prompt Type’
property by using the dropdown menu.
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Figure 20: Change the SAP BW variable properties as necessary
A
new package is ready to be used within IBM Cognos 10 so users may access
data from SAP BW.
Figure 21: The new package appears in 'My Folders' as defined
Update Default Settings to Control Import Limits
IBM Cognos Administrators may want to reduce the number of SAP BW queries orcubes a user can select to import SAP BW metadata beyond the default settings.
By default, a user can select a maximum of two SAP BW cubes and five SAP BW
InfoQueries. These governors can be set within the ‘Dispatchers and Services’ tasks
within IBM Cognos Administration.
The following section outlines the steps necessary to reduce the limits, which will
help to control the number of objects that are imported at one time for a package, and
promote an optimized import of the SAP BW metadata.
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1. Go to IBM Cognos Administration -> Configuration -> Dispatchers and Services.
Figure 22: IBM Cognos Administration for Dispatchers and Services
2. Click on the dispatcher URL.
3. For the MetadataService, choose the ‘More’ link.
4. Select ‘Set Properties’, and then the ‘Settings’ tab.
Figure 23: View Settings
5. For the row labeled ‘Environment’, ‘Advanced Settings’, choose ‘Edit’.
Figure 24: Edit the advanced settings
6. Click the checkbox option to ‘Override the settings acquired from the parent
entry’. A parameter input screen will appear.
7. Add the following parameters to specify the value for maximum number of SAP
BW cubes or SAP BW InfoQueries.
com.ibm.cognos.metadatauiservice.sap.maxcubes (default value is 2)
com.ibm.cognos.metadatauiservice.sap.maxInfoQueries (default value is 5)
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Figure 25: Insert parameters to define the limit for SAP BW InfoQueries
and cubes
8. Click the ‘OK’ twice.
9. Stop and restart the service ‘MetadataService’.
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About the authors
Daniel Wagemann
Daniel Wagemann is an IBM Cognos Proven Practice Advisor forBusiness Analytics in Canada. In his 11 years working with the IBM
Cognos product Suite, he has established a vast understanding of all
areas of an IBM Cognos deployment. His areas of expertise include
course development, technical writing, consulting and customer support.
His work can be found within almost all areas of the Proven Practices
Site.
Rich Borucki
Rich Borucki is a Cognos Solution Specialist with SAP subject matter
expertise in which he has a detailed understanding of the technical
integration of IBM Cognos with SAP applications. One of his roles for
the past two years is to drive customer successes and help Cognos
customers by developing materials such as this cookbook as support
for their IBM Cognos implementations with SAP applications. In his
combined 10 years at IBM, he has also served as a SAP BW developer
and managing consultant delivering SAP BW implementations to IBM
customers.
Pierre Valiquette
Pierre Valiquette is a Software Engineer within the IBM Cognos SAP
BW development team. His primary role consists of bridging the
gap between the SAP BW development team, IBM Cognos Support
organization, and the customer base. Pierre has been involved for 13
years in the Ottawa Lab in various capacities from Customer Support to
Development. His main focus throughout has always been a customer
facing one.
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