Ibm Cognos 8 Business Intelligence: Powerplay Client
Ibm Cognos 8 Business Intelligence: Powerplay Client
PowerPlay Client
INSTALLATION GUIDE
Product Information
This document applies to IBM Cognos 8 Version 8.4 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos Software Services Web site (http://support.cognos.com).
Copyright
Copyright 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC is an IBM Company. Portions of Cognos ULC software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2; 6,995,768 B2; 7,062,479 B2; 7,072,822 B2; 7,111,007 B2; 7,130,822 B1; 7,155,398 B2; 7,171,425 B2; 7,185,016 B1; 7,213,199 B2; 7,243,106 B2; 7,257,612 B2; 7,275,211 B2; 7,281,047 B2; 7,293,008 B2; 7,296,040 B2; 7,318,058 B2; 7,325,003 B2; 7,333,995 B2. 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. Other company, product, or service names may be trademarks or service marks of others. 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. U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or dis closure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer clause at DFARS 252.227-7013, or subparagraphs (C)(1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR52.227 as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803. 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.
Table of Contents
Introduction
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Chapter 1: Installing and Configuring IBM Cognos 8 PowerPlay Client Verify System Requirements 7 Install IBM Cognos 8 PowerPlay Client 8 Configure IBM Cognos 8 PowerPlay Client 10 Test the Installation 10 Uninstall IBM Cognos 8 PowerPlay Client 11 Chapter 2: Configuration Options
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Change a URI 13 Change Cryptographic Settings 15 Configure Embedded Fonts for PDF Reports 16 Configure SSL for IBM Cognos 8 PowerPlay Client 17 Chapter 3: Setting Up the Samples for IBM Cognos 8 PowerPlay Client Install the IBM Cognos 8 Samples 19 Test a Sample Report in IBM Cognos 8 PowerPlay Client 20 Index
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Table of Contents
4 PowerPlay Client
Introduction
This document is intended for use with IBM Cognos 8 PowerPlay Client. IBM Cognos 8 PowerPlay Client is a Windows-based business intelligence solution that you can use to view, explore, format, and distribute reports. This guide contains instructions about installing and testing IBM Cognos 8 PowerPlay Client, and about setting up samples. For information about the differences between IBM Cognos Series 7 PowerPlay for Windows and IBM Cognos 8 PowerPlay Client, see the IBM Cognos 8 PowerPlay Client User Guide.
Audience
To use this guide, you should be familiar with basic Windows administration skills.
Related Documentation
Our documentation includes user guides, getting started guides, new features guides, readmes, and other materials to meet the needs of our varied audience. The following documents contain related information and may be referred to in this document. Note: For online users of this document, a Web page such as The page cannot be found may appear when clicking individual links in the following table. Documents are made available for your par ticular installation and translation configuration. If a link is unavailable, you can access the document on the Cognos Software Services Web site (http://support.cognos.com). Logon credentials are available either from your administrator or by request from [email protected].
Document
IBM Cognos 8 PowerPlay Client User Guide
Description
Creating and distributing Power Play reports
IBM Cognos 8 PowerPlay Migra Migrating IBM Cognos Series 7 tion and Administration Guide PowerPlay content to IBM Cognos 8 PowerPlay, and adminis tering your IBM Cognos 8 Power Play environment
Finding Information
To find the most current product documentation, including all localized documentation, access the Cognos Software Services Web site (http://support.cognos.com). Click the Documentation link to access documentation guides. Click the Knowledge Base link to access all documentation, technical papers, and multimedia materials.
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Introduction Product documentation is available in online help from the Help menu or button in IBM Cognos products. You can also download documentation in PDF format from the Cognos Software Services Web site. You can also read PDF versions of the product readme files and installation guides directly from IBM Cognos product CDs.
Getting Help
For more information about using this product or for technical assistance, visit the Cognos Software Services Web site (http://support.cognos.com). This site provides product information, services, user forums, and a knowledge base of documentation and multimedia materials. To log a Service Request, go to IBM Cognos Insight! at http://support.cognos.com/en/support/insight. For general inquiries, contact your local Cognos Software Services office. Contact information can be found at http://support.cognos.com/en/support/about/contact.html. For information about education and training, click the Training link.
6 PowerPlay Client
You are now ready to use IBM Cognos 8 PowerPlay Client. If you would like to try some of the features with sample data, you can install and configure the PowerPlay samples. For more inform ation, see "Setting Up the Samples for IBM Cognos 8 PowerPlay Client" (p. 19).
Requirement
RAM
Specification
Minimum: 2 GB
Operating system specifications File descriptor limit set to 1024 on Solaris (recommended) Disk space A minimum of 2.5 GB of free space is required to install the software and 1 GB of free space on the drive that contains the temporary directory used by IBM Cognos components.
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Requirement
Web browser
Specification
For all Web browsers, the following are enabled: cookies JavaScript
For Microsoft Internet Explorer only, the following are enabled: Active scripting Allow META REFRESH
Steps to Install
1. Insert the product CD. 2. If the installation wizard does not open automatically, go to the win32 directory, and doubleclick issetup.exe. 3. In the Welcome page of the installation wizard, select one of the available languages and then click Next. The language you select determines the language of the installation wizard. 4. Accept the license agreement and click Next. 5. In the Installation Location page, specify the IBM Cognos 8 location.
8 PowerPlay Client
Chapter 1: Installing and Configuring IBM Cognos 8 PowerPlay Client If other IBM Cognos 8 PowerPlay components are installed on the computer, specify the same directory as the other PowerPlay components. You are prompted for the location of a directory in which to store backup copies of the files that will be overwritten. If no other IBM Cognos 8 PowerPlay components are installed on the computer, accept the default location or specify a new location. If you are installing on Windows Vista, specify a location outside of the Program Files directory. If you specify a new location, use a directory name that contains only ASCII characters. Some Web servers do not support non-ASCII char acters in directory names. 6. In the User Information page, specify the settings and click Next. 7. In the Product Language Selection page, select the language for the product user interface and then click Next. Only one language can be selected per installation. We recommend using a language that matches the system locale settings. Otherwise, use English. We also recommend setting fonts to match the system locale. Ensure that the supporting font is installed on the client computer. If you select Dutch, Spanish, or Swedish, you must also install language files from the IBM Cognos 8 Supplementary Languages CD. Continue with the installation, configure IBM Cognos 8 PowerPlay Client, and then install the supplementary language. If you want Korean or Traditional Chinese, select English. Continue with the installation, configure IBM Cognos 8 PowerPlay Client, and then install Korean or Traditional Chinese from the IBM Cognos 8 Supplementary Languages CD. For instructions about installing supplementary languages, see the IBM Cognos 8 Supplementary Languages Installation and Configuration Guide. The following constraints apply for the sup plementary languages: Korean and Traditional Chinese apply only to the PowerPlay parts of the user interface. This means that the user interface for IBM Cognos Configuration will remain in the original installed language. Although Russian is available in the supplementary languages, it does not apply to IBM Cognos 8 PowerPlay Client.
8. In the Component Selection page, accept the default settings and click Next. 9. Follow the directions in the Shortcut Folder and Installation Summary pages. 10. In the Finish page, do the following: If you want to see late-breaking information about IBM Cognos 8 PowerPlay Client, select View the Readme. Click Finish.
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Chapter 1: Installing and Configuring IBM Cognos 8 PowerPlay Client Ensure that the installation directory is protected from unauthorized access.
4. Change other properties as indicated by your administrator. 5. From the File menu, click Save.
Step
From the Start menu, under Programs, IBM Cognos 8, click PowerPlay 8. If the Welcome page appears, the installation is successful.
10 PowerPlay Client
Chapter 1: Installing and Configuring IBM Cognos 8 PowerPlay Client If you want to test IBM Cognos 8 PowerPlay Client with sample reports, you can install the IBM Cognos 8 samples (p. 19).
Steps
1. From the Start menu, click Programs, IBM Cognos 8, Uninstall IBM Cognos 8, Uninstall IBM Cognos 8. Uninstall Wizard appears. Tip: IBM Cognos 8 is the default name of the folder that is created during the installation. If you chose another name, go to that folder to find the program. 2. Follow the instructions to uninstall the components. The isconfig-UNINSTALL_PACKAGE-yyyymmdd_hhmm.log file records the activities that the Uninstall wizard performs while uninstalling files. Tip: To find the log file, look in the c8_location\instlog directory. 3. Delete all temporary Internet files. For more information, see your Web browser documentation.
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12 PowerPlay Client
Change a URI
You can change certain elements in a URI depending on your environment. When you install IBM Cognos 8 components, the installation uses default configuration settings. If you have any reason not to use the default values, such as a port is being used by another process, use IBM Cognos Configuration to change the value. An IBM Cognos URI contains the following elements: For a Content Manager URI, Dispatcher URI for external applications, or dispatcher URI protocol://host_name_or_IP:port/context_root/alias_path For a Gateway URI or a Web content URI protocol://host_name_or_IP:port/virtual_directory/gateway_application OR protocol://host_name_or_IP:port/context_root/alias_path
Element
protocol For example, http or https
Description
Specifies the protocol used to request and transmit information, either Hyper Text Transfer Pro tocol or Hyper Text Transfer Pro tocol (Secure).
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Element
host name or IP For example, localhost or 192.168.0.1
Description
Specifies the identity of the host on the network. You can use an IP address, a computer name, or a fully qualified domain name. In a distributed installation, you must change the localhost element of a URI. In a mixed environment of UNIX and Windows servers, ensure that host names can be resolved to IP addresses by all servers in the environment.
Specifies the port on which the host system listens for requests. The default port for Tomcat is 9300. The default port for a Web server is 80. Used by Tomcat or an application server to determine the context of the application so that the request can be routed to the correct Web application for processing. Used by the application server to route a request to the correct component within a Web applica tion. The alias path must not be modi fied or IBM Cognos 8 components will not function properly.
Used by the Web server to map a virtual directory or alias to a physical location. For example, in the default Gateway URI of http://localhost: 80/cognos8/cgi-bin/cognos.cgi, the virtual directory is cognos8/cgi-bin.
14 PowerPlay Client
Element
gateway application For example, cognos.cgi
Description
Specifies the name of the IBM Cognos gateway application that is used. For example, if you are accessing IBM Cognos 8 components using a Common Gateway Interface (CGI), then the default gateway application would be cognos.cgi.
Steps
1. Start IBM Cognos Configuration. 2. In the Explorer window click the appropriate group or component: To change an element for the dispatcher, click Environment. To change an element for the local log server, under Environment, click Logging.
3. In the Properties window, click the Value box next to the URI property that you want to change. 4. Select the element and type the new information. Tip: To change the port used by the local dispatcher, change the value of the Internal dispatcher URI property. Because the change affects all the URIs that are based on the local dispatcher, you must change the URIs of all local components. Tip: If you change the dispatcher port in the dispatcher URI, ensure that you specify the new port number when you configure remote computers that use the dispatcher, Content Manager, or SDK services on this system. 5. From the File menu, click Save.
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Chapter 2: Configuration Options Also, in a distributed environment, the symmetric key should only be stored locally on computers where Content Manager has been installed.
Steps
1. Start IBM Cognos Configuration. 2. In the Explorer window, click Environment. 3. In the Properties window, under Font Settings, click the value for Fonts to embed (Batch report service) or Fonts to embed (Report service), and then click the edit button. 4. If you are not using the default fonts directory or if you want to add a path to an additional directory, in the Fonts to Embed in PDF Reports dialog box, specify the new path in the font paths box. Tip: Click Search Now to get a list of the available fonts in the specified path or paths. 16 PowerPlay Client
Chapter 2: Configuration Options 5. For a font that will always be available on users computers, scroll to the font name, and click the Never check box. IBM Cognos 8 does not embed the font with any reports. Adobe Reader uses the font from the users computer when the report is opened. 6. For a font that may not always be available on the users computers, scroll to the font name and click the Always check box. IBM Cognos 8 embeds the font with all reports that use it. Adobe Reader uses the embedded font when the report is opened. 7. Click OK.
Steps
1. Start IBM Cognos Configuration. 2. In the Explorer window, click Environment. 3. Configure the SSL protocol by changing the http portion of the URI to https for either of the following two settings: Dispatcher URI for external applications If the IBM Cognos 8 PowerPlay server uses a different SSL setting than the one you config ure, the setting on the server is used. Gateway URI
4. In the Explorer window, click Security, Cryptography, Cognos. 5. In the Properties window, specify a password for the IBM Cognos 8 signing key store: Under Signing key settings, click the value for Signing key store password and then click the edit button. Type the new password in both boxes and then click OK.
6. In the Properties window, specify a password for the IBM Cognos 8 encryption key store:
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Chapter 2: Configuration Options Under Encryption key settings, click the value for Encryption key store password and then click the edit button. Type the new password in both boxes and then click OK.
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Installation Guide 19
20 PowerPlay Client
Index
B
Batch report service list of embedded fonts for PDF reports, 16 information finding, 5 installing Great Outdoors samples, 19
C
changing default configuration settings, 13 URIs, 13 Cognos Software Services Web site, 6 common symmetric key, 15 configuration changing default settings, 13 settings for IBM Cognos 8, 13 configuring SSL protocol, 17 configuring the SDK, 10 copyright material printing, 6
P
ports changing, 13 printing copyright material, 6
Q
quick tours using, 6
R
related documentation, 5 Report service list of embedded fonts for PDF reports, 16
S E
embedded fonts, 16 samples Great Outdoors, 19 installing, 19 SDK configuring, 10 secure sockets layer, See SSL protocol services uninstalling, 11 SSL protocol configuring, 17
F
finding information, 5 font embedding lists, 16 fonts list of embedded fonts for PDF reports, 16
G
Great Outdoors samples, 19 installing, 19
U
uninstalling IBM Cognos 8, 11 URI changing, 13
H
help getting, 6
I
IBM Cognos 8 uninstalling, 11
Installation Guide 21