1

Kevin Hite - [email protected]

Using Cognos with IMS for

Enhanced Reporting and Operational BI

© 2009 IBM Corporation

Tuesday, September 21, 2010

2

Using Cognos with IMS for Enhanced Reporting and Operational BI

Agenda
 Reporting Requirements

 Cognos Overview

 The Value of Using Cognos and IMS for Enhanced Reporting and Operational BI

 Cognos and IMS examples

 Installation and operational considerations

 Summary and Next Steps

© 2010 IBM Corporation

Tuesday, September 21, 2010

Using Cognos for Enhanced Reporting and Operational BI
Simplifying the management and maintenance of your enterprise BI infrastructure.

Customers want the following from their BI and DW infrastructure:

© 2010 IBM Corporation

Tuesday, September 21, 2010

 Using Cognos with IMS for Enhanced Reporting and Operational BI

Customers interested in Cognos want:

Lower cost, single platform solution for DW and/or BI

New BI operations such as real-time and/or Operational BI

Require assured 24x7 operation

Consolidate distributed servers

Standardize on one or fewer BI tools

Data security rules

© 2010 IBM Corporation

Tuesday, September 21, 2010

 Getting started with an information-led transformation

Create Analyze and use information at the point of

Value industry-specific business impact

Plan an
information
agenda
Optimize processes, manage business performance,
and anticipate opportunities and threats
Establish a Apply
flexible business
information analytics to
platform optimize
decisions Create a single, trusted view of information across
the organization managed over a strategic period
Lower
Costs
Ensure cost effective information availability, security,
retention and compliance for all types of workloads

© 2010 IBM Corporation

Tuesday, September 21, 2010

 Cognos Architecture fits IBM’s BI SOA Model

Casual Users Executives Financial Analysts

Customers & Partners Business Managers Professional Authors

Common Business Model

Data Analyst Business Application &

Data Modeler
IT Tools Shared Set of Purpose-Built Services Content Web Servers
Admin Presentation Scheduling Event Security Shared
Service Service Service Service Dimensions
Upgrade Security Providers
Personal & Firewalls
Datasets
Model
Cognos 8 Bus – Dispatcher SOAP, XML
Administrator
Attachments,
Annotations Data Integration &
Services API
Data Quality Tools
Query Movement Streaming Calculation
Content Service Service Service Service Initiatives,
Metrics
Security System Content Optimized OLAP
Metadata, Events 64-bit in-Memory Platforms &
Search Index, Audit High Performance Plan & Report
System Architect Metadata Logs, System Metrics Streaming Cache Saved Objects Databases
Developer

Open Data Access

Modern and
Message IMS Hierarchical Relational Application OLAP Legacy Sources
Sources Sources Sources Sources Sources
© 2010 IBM Corporation

Tuesday, September 21, 2010

 Cognos Product Portfolio

Business
Intelligence

Financial
Performance
Management

BI and PM
Solutions
© 2010 IBM Corporation

Tuesday, September 21, 2010

 Reporting & OLAP ■ Enterprise Reporting
• Supports multiple report types: Production, Managed, Ad-hoc,
Financial, etc

• Operates from a single metadata layer

• Can be personalized and targeted

• Can be distributed via email, portal, MS-Office, search

application and mobile device

• Can assist in the management and optimization of daily

business operations

• Capable of reporting on real-time data

• Presents complex data in a business way so it is easy to

understand

■ Analysis
• Enables the guided exploration of information that pertains to all
dimensions of your business

• Moves from summary level to detail levels of information

effortlessly

• Analyzes and reports against online analytical processing

(OLAP) and dimensionally aware relational sources

• Gets to the “why” behind an event or action to improve business

performance.

• Identifies potential problems and recognizes business trends

© 2010 IBM Corporation

Tuesday, September 21, 2010

 The IBM Cognos 8 platform

PRESENTATION TIER Broad Range of

Capabilities

Common Set of
SERVICES
APPLICATION TIER Services

Framework Manager

Open Data Access

DATA TIER (Transactional, Warehouses or Modern data
sources)

© 2010 IBM Corporation

Tuesday, September 21, 2010

The Value of Using Cognos for Enhanced Operational BI

Operational Business Intelligence

• A type of BI that helps drive and optimize business operations on a daily basis
• Extends the use of BI to a much wider user audience
• Enables more timely business decisions; in relation to real time or right-time BI Processing
• Allows business users to report on, analyze and optimize business operations
• Reduces the time between the discovery of problems or opportunities and taking action on
them

Cognos and Operational BI

• Cognos Now!
• Offers operational dashboards for real time monitoring of key performance
indicators and operational metrics across different data sources

© 2010 IBM Corporation

Tuesday, September 21, 2010

 The T
hre e Leve
ls of B
usines
s Intellig
e nce

© Claudia
© 2010 IBM Corporation
Imhoff

Tuesday, September 21, 2010

 The Solution

Why use Cognos with IMS?

 In many cases, IMS is the center of the enterprise
• Manages data that reflects the most current state of the business

 Before IMS 11, often difficult to directly access IMS data

• No built-in ad hoc query capabilities in IMS
• Standard tools often did not support hierarchical data; left to write own interfaces and
reports or had to purchase bridging tools
• Must be skilled in IMS to integrate with IMS and write reports

 Most installations periodically copy IMS data to a relational store to run reports
• They then only have access up to the point of copy, not current business state

© 2010 IBM Corporation

Tuesday, September 21, 2010

5
13

IMS Integration with Cognos

IMS V11 Open Database:

•IMS V11 allows distributed access over TCP/IP using the IMS Universal Database Driver
(JDBC)
•IMS Connect and Open Database Manager now work together as a DRDA server for
IMS data
• Shipped with IMS V11 – requires System Programmer for initial setup

Windows, Linux, Unix, and zLinux z/OS

Cognos IMS Connect ODBM IMS

IMS TC TC S S
Universal OD PC
PI PI
Database
P P
CI CI BA CTL IMS
Driver
TCPIP DB

© 2010 IBM Corporation

Tuesday, September 21, 2010

6

Using Cognos with IMS

Discovering New Business Value in Existing Data

Cognos Data Source Supports:

Generic JDBC Driver

DB2

Oracle

Informix

Sybase

MS SQL Server

© 2010 IBM Corporation

Tuesday, September 21, 2010

7

IMS Integration with Cognos

Three Steps to Building Cognos Application with IMS

© 2010 IBM Corporation

Tuesday, September 21, 2010

 Step 1: Setup Virtual View Manager (Data Tier)

• Stop Virtual View Manager

• Copy IMS JDBC driver (imsudb.jar)
and IMS database views* to:
– \cognos\vvm\conf\adapters\ims
• *Database Views are generated
using the DLIModel utility
• Start Virtual View Manager
• Add New Adapter
• Add New Data Source
• Publish IMS Segments (Tables)

© 2010 IBM Corporation

Tuesday, September 21, 2010

 Step 2: Define Meta Data (Framework Manager)

• Import the ODBC Data Source(s)

• Configure the Table relations
– Required for usage of joins in
Cognos
• Publish the Package for use in
Cognos

© 2010 IBM Corporation

Tuesday, September 21, 2010

 Step 3: Generate the Reports (Application Tier)

• Open Report Studio

• Select the published Package
• Drag the Data objects into the Widgets provided by Cognos

© 2010 IBM Corporation

Tuesday, September 21, 2010

3

Cognos and IMS Examples

The Application:
 An insurance claims processing application written in a combination of different programming
languages (COBOL, PL/I, JAVA).
 CRUD functions access IMS DBs using DLI calls

The IMS DB contains the following data:

 Customer Information
 Policy General Information
• Motor Policy
• Endowment Policy
• House Policy
• Policy Claim

© 2010 IBM Corporation

Tuesday, September 21, 2010

4
20

IMS Integration with Cognos

IMS V11 Open Database:

•IMS V11 allows distributed access over TCP/IP using the IMS Universal Database Driver
(JDBC)
•IMS Connect and Open Database Manager now work together as a DRDA server for
IMS data
• Shipped with IMS V11 – requires System Programmer for initial setup

Windows, Linux, Unix, and zLinux z/OS

Cognos IMS Connect ODBM IMS

IMS TC TC S S
Universal OD PC
PI PI
Database
P P
CI CI BA CTL IMS
Driver
TCPIP DB

© 2010 IBM Corporation

Tuesday, September 21, 2010

5

IBM Presentation Template Full Version

Using Cognos with IMS

Provides answers to commonly asked business questions

Source If Applicable

© 2010 IBM Corporation

Tuesday, September 21, 2010

26

Cognos and IMS Examples

Scenario 1:
Accessing detailed information regarding customer accounts

 View basic account information regarding policies with the company

 Drill down capabilities into policies and claims

© 2010 IBM Corporation

Tuesday, September 21, 2010

7

Cognos and IMS Examples

Scenario 2:
Obtaining a high level overview of key performance measures essential to the organization

 Year to date performance of the insurance firm based on revenue, costs, and profit

 A nation map that displays the number of claims files by state during the current fiscal year
 Drill down capabilities into monthly performance

© 2010 IBM Corporation

Tuesday, September 21, 2010

8

Cognos and IMS – Summary and Next Steps

Extending your Reporting and BI capabilities to IMS provides:

• Real-time access to IMS data for report generating

• Advantages of creating and managing business-related metadata and translating it into
visual presentations
• Knowledge to help decision makers know sooner, understand faster, and react more
quickly than competition
• Ability to compare performance across dimensions to spot trends and anomalies over
time

© 2010 IBM Corporation

Tuesday, September 21, 2010

 The Four Styles of Analysis

Broad Usage Focused Usage

(Consumers) (Specialist)
Analytical Reporting Trending Scenario Modeling Predictive Modeling
Drill Slice and Dice What-if What might be
• Top down view • Personal exploration • Model scenarios • Uncover patterns
• Drillable reports • Compare & contrast • Reorganize, reshape • Apply algorithms
• Sort top & bottom • Rotate and nest • Compare scenarios • Mine data and text
• Analyze then query • Work disconnected • Save versions • Predict outcomes

• Market shifts • Sales trend analysis • Financial analysis • Fraud prevention

• Product ranking • Market analysis • Profitability analysis • Churn analysis

IBM Cognos 8 BI
Reporting IBM Cognos 8 BI
Analysis
IBM Cognos 8 BI Café
IBM Cognos TM1
IBM DB2 or SPSS

© 2010 IBM Corporation

Tuesday, September 21, 2010

32

Using Cognos with IMS

Cognos Value:
• Enables users to integrate data from multiple systems and data sources to create reports,
dashboards and scorecards

o Directly accessing IMS data allows visibility to current state of business

• Allows a common context for decision making that scales and adapts to all roles within an
organization

o Can be used for everything from simple reporting to analytical processing

• Improves management and operational processes to increase revenue, reduce costs, or

both

o Provides relevant information on the hows, whens, and wheres of the business

• Grants report authoring capabilities to all employees of a company

o Enabling companies to quickly and easily get the right information at the right time to the right
people
© 2010 IBM Corporation

Tuesday, September 21, 2010