The Journey to Cognos Analytics - IBM€¦ · The Journey to Cognos Analytics Paul Rivera, ... –...

The Journey to Cognos Analytics

Paul Rivera, Eric SmithIBM Analytics Lab Services

©2016 IBM Corporation2 25 January 2017

What’s Changed

What Cognos Analytics Requires

Lifecycle of a Typical Migration

Upgrade to Cloud

What about…

Agenda

How Cognos Analytics compares to v10.x and v8.4

Resource requirements vary to v10

Step by step walkthrough

An opportunity to move to a cloud based solution

Commons questions and concerns

What’s Changed?


Bring your data to lifeCognos Analytics is ready when you are with a unified experience that works the same on web or mobile

devices, enabling you to quickly find, analyze, create and share insight.


� Cognos Analytics is an upgrade to Cognos Business

Intelligence (v8, v10)

� All your v8 / v10 content moves forward

– New version of Cognos Lifecycle Manager to assist upgrade

� As before– All the traditional studios are available

� No License changes

– free to download from Passport Advantage for existing customers

At a glance

Accelerated business modeling and performance

Redefined consumption experience for any

device

Redefined report authoring and analysis


� A new portal

� A new search functionality– Enabled by default

� My content = My Folder

� Team content = Public Folders

� New - Recently used assets

A new way to work


� New sliding panels for easy navigation

� Maintains folder security specifications from v8 / v10

� Create folder, sort, copy, move, change properties and more

Content Management


Limited and Fully Interactive ReportsReports can run in limited interactivity or full interactivity mode.

Any report can be set to either mode by the author using the

Run with full interactivity Report Property:

Full interactivity

� By default, new reports are fully interactive (Run with full interactivity default to Yes).

� The author can limit the interactivity by setting Run with full interactivity to No

Limited interactivity

� By default, reports upgraded from v8/v10 run with limited interactivity

� The author can set them to full interactivity (Run with full interactivity = Yes)


Cognos Workspace in Cognos Analytics

Currently

� Still available in Cognos Analytics, opens in a new browser tab

� Removed certain capabilities such as the Do More

� Announced for deprecation


� Cognos Analytics from Safari on iPad

– Access through the same URL as on desktop– Interface only shows the capabilities supported on

mobile– On demand toolbar menus are touch friendly

– Report prompts are converted to native controls

� Cognos Analytics from native iOS/Android apps

– Consume Active Reports while disconnected from the Cognos server

– No access to standard reports

A new mobile experience


� All schedules and jobs are maintained

� Users can now subscribe to reports

� The report is delivered to their Notification Center on a schedule.

Schedules and Subscriptions


� Basic administrative capabilities

� Targeted at the departmental admin

� Links to Cognos Administration for admins

� Perform many of the same tasks as in Cognos Administration

Manage


� We’ve reduced the number of interfaces for simplicity:– Report– Dashboard– Story– Data Module

� Don’t worry! The old studios are still there, just hidden away.

Simplification of the Studios


Studio / tool Cognos Analytics

• Report Studio

• Cognos Workspace Advanced• Viewer

Merged together

Query Studio Hidden by default, announced for deprecation

Analysis Studio Hidden by default, announced for deprecation

Cognos Workspace Hidden by default, expected for deprecation

Event Studio Hidden by default, no plans to enhance

Metric Studio No change

Cognos for MS Office No change

Cognos Connection Replaced with the new portal

PowerPlay Studio Integrated with Cognos Analytics 11.0.3


LifeCycle ManagerA tool that can streamline the upgrade process by automating the validation of content between a source and target Cognos environment


LifeCycle Manager

Create Task

Select Content


Compare Results


Capability Comparison

CapabilityCognos8.4

Cognos 10.2.2

Cognos Analytics

Cognos Connection

Cognos Analytics Portal

Cognos Viewer

Cognos Portal Pages **

Dashboards

Reporting

Report Studio

Workspace Advanced

Workspace *

Event Studio

Analysis Studio

Query Studio

PowerPlay

Transformer

Framework Manager

Cube Designer

Interfaces and Studios

*Cognos Workspace in Cognos Analytics has limited functionality (e.g. no ‘Do More’ capability) and has been announced for depreciation.

**Portal Pages open in a different browser. Portal Tabs are no longer available.

R

I

Available in the version

Not available


Capability Comparison

CapabilityCognos8.4

Cognos 10.2.2

Cognos Analytics

Full Interactivity mode

Full mobile experience

Schedule report

Report subscriptions

Cognos SDK *

Portlets in 3rd party applications

CQM query engine **

DQM query engine

Manage console

Full administration console

My Data Sets ***

FM Packages

Data Modules

Functionality

* New capabilities like Dashboards are not currently accessible from the SDK** No CQM support for TM1, Essbase, SAP BW, Microsoft Analysis Services*** Existing reports will continue to work as long as the associated DB2 database is retained

R

I

Available in the version

Not available

New functionality needs new considerations

What Cognos Analytics Requires


Operating Systems– Windows Server

• 2008 R2

• 2012

– Red Hat (RHEL) 6.5 & 7.5

• IBM z Systems

• POWER System Big/Little Endian

• x86-64

– SUSE (SLES) Base

• IBM z Systems

• X86

– Ubuntu 14.04 LTS Base

• POWER System – Little Endian

• x86-64

Content Server Database– SQL Server 2012, 2014

– Oracle 11g R2, 12c R1

– DB2 (10.1, 10.5, 11.1), AdvancedWorkgroupServer Edition(10.5)

Data Source Databases

– SQL Server 2008, 2012, 2014, 2016

– Oracle 11g, 12c

– DB2 9.7, 10.1, 10.5, 11

• Advanced Enterprise Server Edition

• Advanced Workgroup Server Edition(10.5 only)

• Enterprise Server Edition

• Express Edition

• Workgroup Server Edition

* Check Software Compatibility site for deprecated drivers

Prerequisites?


Easy Install• Informix 12.10 installed/configured for Content Store database

• Apache Directory Server

Expand• E.g. Expand a distributed install• Initial install must be up and running to use the Expand install…

• Uses the same URL as the initial install… http://<servername>:<port#>/bi

Custom• Pick and choose• Application Tier, Data Tier, Optional gateway (Kerberos w/IIS, 3rd party

portal integration, report/dashboard requirements for images/logos).

* We have disabled the install of multiple components such as FM, Cube Designer, Samples, etc. in the same folder.

Many ways to install


� Core sizing activities do not change from 10.2.2

� New functionality requires new considerations:

– Data modules – Dashboards

� Items to consider:

– Size of data sets and uploaded content

– Potential additional load on the servers as users interact with their content using new Cognos Analytics self-service - dashboarding, web-

based modeling, search, etc

Same core sizing considerations


JDBC Drivers• Depreciated: install_location\webapps\p2pd\WEB-INF\lib

• New: install_location\drivers

Uploaded files, data sets

• Saved in the content store

Unique Install Paths – No more 64 or 32 bit file paths• C:\Program Files\IBM\Cognos\Analytics- Server

• C:\Program Files\IBM\Cognos\Model – FM

• C:\Program Files\IBM\Cognos\Designer– CubeDesigner

Application Servers• WebSphere Liberty 8.5.5

Odds and Ends


External Object Store – Improved Overall Performance• No output in the Content Store database

• Significant reduction in Content Store size

• Improved CM stability

• Improved content store deployment & backup/recovery

Archiving – Repositories available• IBM FileNet

• File System

Content Management and Administration

Uploaded files will increase the size of your content store

• Consider External Object Store

• Review and apply governance

• New installation strategy


IBM Cognos Analytics - Multitenancy

• Greatly simplified security configuration for multitenant applications

• Complete isolation of tenants within a single instance of Cognos Analytics

• Identify and move an existing tenant along with all of its content from one Cognos BI

instance to another

• Tenant-aware auditing

Cognos BI Cognos BI Cognos BI

From start to end

Lifecycle of a Typical Upgrade


Slow process

�Content Store upgrade

�Basic testing

�Snapshot

Steps include

� Installation

�Server configuration

�Security

�Data sources

�Mail server

�Test install

�Test configuration

Considerations

�User base

�Hardware

�Security�Style of use

–Dynamic Cubes

–Ad-hoc / scheduled

�Future direction

–More users

–New functionality

Test, fix, test, fix…..

�Content validation�Lifecycle Manager

�Fix & re-test

Acceptance

�Parallel running

�Education sessions�Switch point

�BAU support

–Additional CA questions

�Look to exploit new functionality

Five phases to a successful upgrade

Go-Live:Business as usual

Robust Platform

�Complete Cognos Analytics platform

�Fully documented

All Content

�All existing content onto Cognos

�Light documentation

Verified Solution

�Test documentation�Fully working content

Business As Usual

�Users fully migrated

�User guidance documents

�Stable platform to progress with CA

Test and Fix:Check content

Migrate:Transfer existing content

Install and configure:

Assess:Define requirements and solution design

Clear Vision

�Clear view of solution design

�Fully documented design and upgrade plan

Key activities

Goals and

outputs


Slow process

�Content Store upgrade

�Basic testing

�Snapshot

Considerations

�User base

�Hardware

�Security�Style of use

–Dynamic Cubes

–Ad-hoc / scheduled

�Future direction

–More users

–New functionality

Test, fix, test, fix…..

�Content validation�Lifecycle Manager

�Fix & re-test

Acceptance

�Parallel running

�Education sessions�Switch point

�BAU support

–Additional CA questions

�Look to exploit new functionality

Five phases to a successful cloud upgrade

Go-Live:Business as usual

All Content

�All existing content onto Cognos

�Light documentation

Verified Solution

�Test documentation�Fully working content

Business As Usual

�Users fully migrated

�User guidance documents

�Stable platform to progress with CA

Test and Fix:Check content

Migrate:Transfer existing content

Clear Vision

�Clear view of solution design

�Fully documented design and upgrade plan

Key activities

Goals and

outputs

Install and

configure:Assess:Define requirements and solution design


Stages of the Upgrade Workflow

Proven Methodology

• Included within the installation

and configuration guide

• Recommended, proven

workflow, approach to

upgrade

• Great starting point for the

creation of your plan!

• Review, evaluate,

plan/execute and Adopt new

features


� A solution should be led by it’s requirements from the business– Interviews, workshops, etc.

� Existing considerations still valid– User base– Hardware– Security

� Plan capacity for the new functionality likely to be used. – Dashboards– Personal files

� Fully document:– Requirements– Solution design – Project plan

Assess Assess:Define requirements and solution design


� The easy bit!– Just follow the solution design

� Start with development/test environments and move up to production– Especially if hardware is being reused

� Close ties required with all involved– Database team – BI team– Infrastructure team– Stakeholders

� Basic infrastructure testing

� Document full solution– Configuration– Settings (Cognos, system and database)

Install and configure Install and

configure:


� No reports left behind

� Follow upgrade plan set out in solution design

� Copy content to new content store database– Some Cognos configuration work required– Do not direct Cognos Analytics at your existing content store if you still have Cognos BI running

against it…make a copy for an in-place upgrade.

� Basic testing to ensure successful upgrade

� Simple documentation– What happened– Achievements

Upgrade Upgrade:Transfer existing content


� Validation of– Reports & Dashboards– Data sources– Jobs & Schedules– Visualizations

� Follow project plan

� Cognos Lifecycle Manager v11– Validate content across environments� Live or Benchmarks

� Resolve any issues and retest

� Document– Testing process– Testing results– Fixes required

Test and Fix Test and Fix:Check content

TextYes

Start

End

FixPass?No

Test Content


� Announcements/ marketing of Cognos Analytics arrival

� Enablement/workshop sessions– End users– Authors– Internal support teams

� User guides to address common questions

� Business as usual

� Start exploiting the functionality

Go-Live Go-Live:Business as usual

Demo…

Common questions concerns

What about…


� No Report is left behind, and your reports should work however some functionality may differ– Upgraded reports run in non-interactive mode by default – no change seen– Limitations with Workspace dashboards and Portal pages

� Despite the assurance that everything should work in Cognos Analytics, a proper upgrade and testing exercise should take place. – Use Cognos Lifecycle Manager

So I can just copy everything across and it will work?


� Hidden from the main portal

� Companion applications are still available for existing customers– Cognos v10 Studios– My Inbox– Drill-Through Definitions– My Watch Items

Where are the old Studios in Cognos Analytics?


� No longer updateable

� Existing reports will continue to work as long as the associated DB2 database is retained

� For critical reports, it is possible to update the underlying DB2 data directly but this will obviously require IT assistance.

� Re-upload your data using the new Upload files feature and recreate reports / dashboards

Can I still use My Data Sets (v10.2.2)


� Variables include– Size of infrastructure– User base– Resource availability

� Success helped by – Instant access to stakeholders– Instant access to technical teams– Instant access to infrastructure

� Ask for help understanding what’s required for you

How long will it take?


Main Cognos Analytics page

– http://www.ibm.biz/cognosanalytics

Community:

– https://www.ibm.com/communities/analytics/cognos-analytics/

Free trial

– https://ca-trial.mybluemix.net/

Documentation

– http://www.ibm.com/support/knowledgecenter/SSEP7J_11.0.0/

Upgrade guide

– http://www-01.ibm.com/support/docview.wss?uid=swg21981350

Upgrade Centralhttp://www-01.ibm.com/support/docview.wss?uid=swg21624935

FAQ installation stepshttp://www-01.ibm.com/support/docview.wss?uid=swg21974153

gnos Analytics – YouTube Channel

– https://www.youtube.com/user/Analyticszone/featured

Find more details on Cognos Analytics

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