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Series 7 to Cognos 8 Upgrade - · PDF file IBM Cognos Series 7 to IBM Cognos 8 Upgrade 4...

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  • Tip or Technique

    IBM Cognos Series 7 to IBM Cognos 8 Upgrade

    Product(s): IBM Cognos Series 7, IBM Cognos 8

    Area of Interest: Infrastructure

  • IBM Cognos Series 7 to IBM Cognos 8 Upgrade

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    Cognos Proprietary Information

    Copyright

    Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). 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. 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 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 Cognos. Cognos and the Cognos logo are trademarks of Cognos ULC (formerly 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 Cognos products can be found at www.cognos.com

    This document is maintained by the Best Practices, Product and Technology team. You can send comments, suggestions, and additions to [email protected] .

  • IBM Cognos Series 7 to IBM Cognos 8 Upgrade

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    Cognos Proprietary Information

    Contents

    1 INTRODUCTION ............................................................................................ 4

    1.1 PURPOSE ................................................................................................................ 4 1.2 APPLICABILITY ......................................................................................................... 4 1.3 EXCLUSIONS AND EXCEPTIONS ..................................................................................... 4

    2 INTEGRATE YOUR ENVIRONMENTS ............................................................. 5

    2.1 SECURITY ............................................................................................................... 5 2.2 PORTALS ................................................................................................................ 7 2.3 SINGLE SIGNON ....................................................................................................... 8 2.4 DIAGRAM................................................................................................................ 9

    3 CLEANUP SERIES 7 ..................................................................................... 11

    3.1 POWERPLAY ENTERPRISE SERVER ............................................................................... 11 3.2 UPFRONT PERSONAL NEWSBOXES ............................................................................... 14 3.3 UPFRONT NEWSITEMS ............................................................................................. 15 3.4 DEPLOYMENT MANAGER ........................................................................................... 21 3.5 DIAGRAM.............................................................................................................. 24

    4 FAMILIARISE WITH COGNOS 8 .................................................................. 25

    4.1 CREATE DATASOURCES............................................................................................. 25 4.2 PUBLISH PACKAGES ................................................................................................. 26 4.3 TEST THE STUDIOS ................................................................................................. 28 4.4 TRANSFORMER & CUBESWAP ..................................................................................... 29 4.5 DIAGRAM.............................................................................................................. 34

    5 THE UPGRADE PROCESS ............................................................................. 35

    5.1 DEPLOYMENT MANAGER ........................................................................................... 35 5.2 MIGRATETOC8 ...................................................................................................... 36 5.3 MAPPING.............................................................................................................. 40 5.4 DEPLOYTOC8........................................................................................................ 41 5.5 EVALUATE............................................................................................................. 42 5.6 DIAGRAM.............................................................................................................. 43

  • IBM Cognos Series 7 to IBM Cognos 8 Upgrade

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    Cognos Proprietary Information

    1 Introduction

    1.1 Purpose

    This document is intended to supplement the documentation supplied with the IBM Cognos Series 7 Migration tools.

    It outlines considerations for preparing to upgrade IBM Cognos Series 7 PowerPlay and Upfront content into IBM Cognos 8 BI.

    1.2 Applicability

    All IBM Cognos Series 7 and IBM Cognos 8 BI platforms are applicable. Examples shown apply only to Series 7 v7.3mr2 (cer4) and Cognos 8.1 mr1.

    Command-line parameters shown in example invocations of batch tools shown are subject to change in future releases.

    Focus is only on supported PowerPlay and Upfront content.

    1.3 Exclusions and Exceptions

    The IBM Cognos Series 7 to IBM Cognos 8.1 BI migration tools are supported for upgrade of PowerPlay Web Explorer reports but not for reports created in PowerPlay Windows, be they Explorer mode or "Reporter Mode" reports. The tools available for migration to IBM Cognos 8.2 do support PowerPlay Windows reports.

    PowerPlay content that has been published to Cognos Connection instead of Upfront is also excluded from this document.

    PowerPlay reports published to Cognos Connection are stored inside the Content Store and can be upgraded directly from within IBM Cognos 8 BI. See "Cognos 8 Administration and Security Guide" for details.

    Migration of Impromptu, IWR, Architect and Transformer content are excluded from this document.

  • IBM Cognos Series 7 to IBM Cognos 8 Upgrade

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    Cognos Proprietary Information

    2 Integrate your Environments

    2.1 Security

    If you are migrating reports that are built from secured PowerCubes, then you must add the Series 7 Namespace to IBM Cognos 8 as a Namespace.

    If you are migrating Newsboxes and Newsitems from Upfront, then you must add the Series 7 Namespace to IBM Cognos 8 as a Namespace.

    Transformer v7.x and "OLAP Builder" v8.1 still require a Series 7 Namespace if the PowerCubes are secured. The Migration tools do not amend Transformer Models or PowerCubes to use any alternate Security Provider (Namespace).

    IBM Cognos 8 has no ability to update or modify the Series 7 Namespace, and you will continue to require Series 7 Access Manager to administer the Users and UserClasses in the Namespace.

    There is no need to make any changes to the LDAP software version.

    There is no need to upgrade the Namespace. Any temptation to upgrade the Namespace from v15.2 ("Compatible") to v16.0 ("Current") should be completed and tested before the migration begins, or it should be deferred until the Migration is complete. Upgrading the Namespace from v15.2 to v16.0 or to v17.0 will impact Impromptu and Transformer v6.x, and may also impact Enterprise Planning v7.1 and Cognos Finance.

    Do not delete any Users or UserClasses outside of your normal procedures.

    Do not rename or reorganise any UserClasses outside of your normal procedures.

    From Access Manager Runtime

  • IBM Cognos Series 7 to IBM Cognos 8 Upgrade

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    Cognos Proprietary Information

    From IBM Cognos 8 Configuration

    Refer "Cognos 8 Installation and Configuration Guide" (inst_cr_winux.pdf), chapter 9, section "Configuring Cognos 8 to Use Cognos Series 7 Namespace"

    NB: the Name of the Namespace is displayed on the Login Prompt web-page, and can be altered. The Namespace ID is not seen by Users, but must not change after it has been used in IBM Cognos 8.

  • IBM Cognos Series 7 to IBM Cognos 8 Upgrade

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    Cognos Proprietary Information

    2.2 Portals

    You can expose Series 7 content directly in IBM Cognos 8 by integrating Upfront within Cognos Connection. The two portals can share the same authentication, and Upfront's "//NewsIndex" will be displayed below "Public Folders". The "Personal Newsbox" will appear below "My Folders".

    This is useful to transition users from Series 7 to IBM Cognos 8 but retain their familiar content in its native form.

    Existing users can continue to use Upfront without any awareness of IBM Cognos 8. New projects can start in IBM Cognos 8 but still have seamless access to Se

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