Cognos Installation
Cognos Installation
C O G N O S R E PO R T N E T
( TM )
Cognos ReportNet Quick Start Installation and Configuraton Guide 10-09-2004 CR Transfer 1.1MR2 Type the text for the HTML TOC entry Type the text for the HTML TOC entry Cognos ReportNet( T M ) Readme Quick Start Installation and Cognos ReportNet Configuration Guide Cognos ReportNet
(TM) (TM)
Version 1.1MR2
Product Information
This document applies to Cognos ReportNet( T M ) Version 1.1MR2 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos support Web site (http://support.cognos.com).
Copyright
Copyright (C) 2004 Cognos Incorporated. Portions of Cognos(R) software products are protected by one or more of the following U.S. Patents: 6,609,123B1; 6,611,838B1; 6,662,188B1; 6,728,697B2; 6,741,982B2; 6,763,520; 6,768,995. 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 either the product or the 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 disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR52.227-19, as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803. This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of this software is prohibited. No part of this software/documentation 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 Incorporated. Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies. Information about Cognos Products and Accessibility can be found at www.Cognos.com
Table of Contents
Installing and Configuring ReportNet on One Computer 5 Introduction 5 Plan for Installation 5 System Requirements 6 Supported Environments 7 Create the Database for the Content Store 7 Install ReportNet 10 Update Your JAVA Runtime Environment on UNIX 10 Configuring ReportNet 11 Configuring Your Web Server 11 Set Database Connection Properties for the Content Store 11 Configure a Mail Server Account (Optional) 12 Test ReportNet 13 Install Framework Manager 13 Test Framework Manager 14 Setting Up Samples 14 Restore Backup Files for the Samples Databases 14 Create Data Source Connections to the Samples Databases 15 Modify the Sample Model for Oracle and DB2 16 Import the Samples 17 Whats Next? 18 Index 19
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Introduction
This document is available as online help and as an online book.
Install
Before you install ReportNet, complete the following tasks: Check the system requirements
System Requirements
Before you install ReportNet, ensure that your computer meets ReportNets software and hardware requirements. The hardware requirements depend on your reporting environment. You may require additional resources, such as disk space. The following table lists the minimum hardware and software requirements to run ReportNet. Requirement Operating system RAM Disk space Specification Windows Minimum: 1 GB Minimum: 1 GB of free space on the drive that contains the temporary directory used by the ReportNet A Web server installed and started One of the following databases available to store Cognos data: Oracle (version 8.1.7.2 or later if Oracle Server is on a different operating system from ReportNet) DB2 Microsoft SQL Server TCP/IP connectivity to Microsoft SQL Server Web browser For all Web browsers, the following enabled: Other cookies JavaScript Run ActiveX controls and plug-ins Script ActiveX controls marked safe for scripting Active scripting
Microsoft Data Access Component (MDAC) 2.6 or later for use with product samples If you want to email reports, the ability to use a mail server A Web browser configured to accept cookies
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Supported Environments
You can view an up-to-date list of environments supported by Cognos products, such as operating systems, patches, browsers, web servers, directory servers, and database servers on the Cognos support site (http://support.cognos.com). It is important to apply all required operating system patches and to use only the versions of third-party software that are supported for a Cognos product. Otherwise, your product may not work properly.
4. Determine which user account ReportNet will use to access the content store. 5. Ensure that the user account that accesses the content store has permissions to do the following: connect to the database create, alter, and drop tables, triggers, views, procedures, and sequences insert, update, and delete data in the content store tables
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We recommend that you set the Lock Timeout configuration parameter to a reasonably long timeout value, such as four minutes or 240 seconds. Do not set it to an infinite timeout value. 5. Create a buffer pool with a page size of 16k. 6. Create a system temporary tablespace with a page size of 16k. 7. Create a user temporary tablespace with a page size of 4k. Global temporary tables will be created in the user temporary tablespace. 8. Create a regular user tablespace with a page size of 4k. 9. If you already created the content store and are now creating a logging database, create an additional regular user tablespace with a page size of 8k. Quick Start Installation and Configuration Guide 9
Installing and Configuring ReportNet on One Computer 10. Determine which user account ReportNet will use to access the content store. 11. Grant create and drop table privileges on the content store to the user account. Ensure that the user account has CREATETAB, CONNECT and IMPLICITSCHEMA privileges for the content store. Ensure that the user account has USE privileges for the USER TEMPORARY tablespace and other appropriate tablespaces associated with the content store. For Windows XP, ensure that the user account has GRANT privileges for the USER TEMPORARY tablespace.
Install ReportNet
To install ReportNet, use the installation wizard to copy all the components to your computer.
Steps
1. Set the JAVA_HOME environment variable to point to the installation location of your Java Runtime Environment (JRE). 2. Insert the CD that is appropriate for your operating system. On UNIX, you must mount the CD using Rock Ridge file extensions. The Welcome page of the installation wizard should appear. 3. If no Welcome page appears, do one of the following: On Windows, in the win32 directory on the CD, double-click the xwsetup.exe file. On UNIX and Linux, type ./xstartup
4. Select the language to use for the installation. 5. Copy the required files to your computer. Follow the directions in the installation wizard. For a complete installation of ReportNet, you need all the components that are installed by default. To install only some components, or for a distributed installation, see the Installation and Configuration Guide on the CD. 6. In the Finish page of the installation wizard, click Start Cognos Configuration and then click Finish. 7. On UNIX and Linux, append the crn_location/bin directory to the appropriate library path environment variable: For Solaris and Linux, LD_LIBRARY_PATH For AIX, LIBPATH For HP-UX, SHLIB_PATH
If you will use Oracle or DB2 databases, you must set up the JDBC drivers. For DB2, you must also install the DB2 client on the ReportNet computer. For more information, see the Installation and Configuration Guide on the CD.
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Installing and Configuring ReportNet on One Computer IBM AIX: 1.3.1 (ca131-20030122a) Linux: 1.3.1 SR6
Steps
1. Ensure that the JAVA_HOME environment variable is set to the JRE location. 2. Check that the following JAR (Java Archive) files exist in the JRE_location/lib/ext: sunjce_provider.jar US_export_policy.jar local_policy.jar jce1_2_1.jar jcert.jar jnet.jar jsse.jar bcprov-jdk13-113.jar
Tip: An example of the installation location of a Java Runtime Environment is /directory/java/java_version/jre. 3. If any files are missing, go to crn_location/bin/jre/1.3.1/lib/ext directory and copy the appropriate JAR files to the JRE_location/lib/ext directory. To ensure the security and integrity of ReportNet, it is important to protect the installation directory from unauthorized or inappropriate access.
Configuring ReportNet
After you install ReportNet on your computer, some of the following configuration tasks are required: Configuring your Web server
Set the database connection properties for the content store Configure a mail server account
7. Click the Value box next to the User ID and password property and then click the edit button when it appears. 8. Type the appropriate values in the Value - User ID and password dialog box and then click OK. 9. From the File menu, click Save. The logon credentials are immediately encrypted.
Steps
1. On each computer where Content Manager is installed, start Cognos Configuration. 2. In the Explorer window, under Data Access, click Notification. 3. In the Properties window, for the SMTP mail server property, type the host name and port of your SMTP (outgoing) mail server. 4. Click the Value box next to the Account and password property and then click the edit button when it appears.
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Installing and Configuring ReportNet on One Computer 5. Type the appropriate values in the Value - Account and password dialog box and then click OK. Tip: If logon credentials are not required for the SMTP server, remove the default information for the Account and password property. When you are prompted for confirmation to leave this property blank, click Yes. Ensure that the default user name has been removed. Otherwise, the default account is used and notifications will not work properly. 6. In the Properties window, type the appropriate value for the default sender account. 7. Identify the database that is used for notification: In the Explorer window, right-click Notification and select New resource, Database. Type a name for the database resource. Select the type of database from the pull-down menu. Click OK.
8. In the Properties window, enter the values for the notification database resource. Ensure that the values match on all Content Manager computers. Tip: To use the default notification database, you do not have to perform this step. 9. From the File menu, click Save.
Test ReportNet
You can test your installation and configuration by starting the ReportNet service and then opening Cognos Connection, the ReportNet Web portal. On Windows, the ReportNet service is configured to start automatically by default. On UNIX and on Linux, to start the ReportNet process automatically, you must configure the process as a daemon. For more information, see your operating system documentation. You must install and configure both ReportNet and Framework Manager before you can use ReportNet for reporting.
Steps
1. Start Cognos Configuration. 2. Ensure that you save your configuration, otherwise you will not be able to start the ReportNet service. If you are upgrading, a message appears indicating that configuration files were detected and upgraded to the new version. 3. From the Actions menu, click Start. It may take a few minutes for the ReportNet service to start. 4. Open a Web browser. 5. Type the following, where crn is the virtual directory you created when you configured the Web server: http://computer_name/crn It may take a few minutes for the Web page to open. If you see the Welcome page of Cognos Connection, your installation is working.
Steps
1. Insert the Framework manager CD, and then open the installation menu. The Welcome page of the installation wizard should appear. 2. If no Welcome page appears, in the win32 directory on the CD, double-click the xwsetup.exe.file. 3. Select the language to use to run the installation wizard. 4. Follow the directions in the installation wizard to copy the required files to your computer. To ensure the security and integrity of ReportNet, it is also important to protect the installation directory from unauthorized or inappropriate access.
Steps
1. Start ReportNet. 2. From the Start menu, click Cognos ReportNet, Framework Manager. Framework Manager starts. You may be prompted to upgrade if the model schema version is older than the currently supported version. 3. Create a new project. 4. Publish the project to the content store.
Setting Up Samples
ReportNet provides sample databases for SQL Server, Oracle, and DB2 that contain sales and marketing information for a fictional company named the Great Outdoors. You can use Cognos sample packages and reports to help you learn how to use ReportNet and Framework Manager. ReportNet also provides commented code samples that you can use as examples when you create your own applications. For more information, see the Developer Guide.
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Installing and Configuring ReportNet on One Computer Database description Great Outdoors retailers Great Outdoors sales data warehouse
Important: You must give the restored databases the same names as the backup or export file names for the sample model, package, and reports for them to work. Ensure that you restore the samples databases using the UTF-8 character set. Before you restore the samples databases, ensure that you have 50 MB of disk space available in the target location.
DB2 Considerations
Before you restore the DB2 move files on Unix or Windows, extract the DB2 move files by using the gnutar -xcvf DB2_move_file_name or tar -xcvf DB2_move_file_name command. Also, when you set up the Great Outdoors Sales Data Warehouse database in DB2, create a large buffer pool of 16kb and an associated tablespace. If you use WinZip to extract the DB2 move files on Windows, ensure that the TAR file smart CR/LF conversion option is not selected.
Steps
1. On the computer where ReportNet is installed, go to the sqlserver, oracle, or db2 directory located in crn_location/webcontent/samples/db. 2. If required, copy the backup files for the samples databases to your database backup directory. To ensure the security and integrity of ReportNet, copy the files to a directory that is protected from unauthorized or inappropriate access. 3. Restore the four samples databases with your database management tool. Tip: For SQL backup files, restore the database from a device and ensure that the restore locations are correct for the .ldf and .mdf database files. For more information, see the Microsft SQL Server documentation or the Cognos Knowledge Base, http://support.cognos.com/kb-app/knowledgebase 4. For each database, create at least one user who has Select permissions for all the tables in the restored databases. You can now create the data source connections in the portal
Installing and Configuring ReportNet on One Computer Before you create the data source connections, you must restore the backup files for the samples databases. Also, ensure that ReportNet is running. To create data sources, you must have execute permissions for the Administration secured function.
Steps
1. Open Cognos Connection. 2. On the toolbar, click Directory. 3. Click the Data Sources tab. 4. Click the new data source button. 5. In the Name box, type gosales, and then click Next. 6. In the connection page, click the type of database that you restored and want to connect to, select an isolation level, and then click Next. The connection string page for the selected database appears. 7. Do one of the following: If you restored the samples databases in SQL Server, in the Server Name box, type the name of the server where the restored databases are located. In the Database name box, type gosl If you restored the samples databases in Oracle, in the SQL*Net connect string box, type the Oracle connection string. If you restored the samples databases in DB2, in the DB2 database name box, type GOSL using uppercase letters. In the DB2 connect string box, type the DB2 connection string.
8. Under Signons, select the User ID, Password, and Create a signon that the Everyone group can use check boxes, type the user ID and password for the user that you created when you restored the databases, and then click Finish. Tip: To test whether the parameters are correct, click Test. 9. Click Finish. 10. Repeat steps 4 to 9 for the goretailers and gosldw samples databases. For the goretailers database in SQL Server and Oracle, type goretailers for the data source name and gort for the database name. For DB2, type goretailers for the data source name and GORT for the database name. For the gosldw database in SQL Server and Oracle, type go_data_warehouse for the data source name and gosldw for the database name. For DB2, type go_data_warehouse for the data source name and GOSLDW for the database name.
The Great Outdoors data source connections appear as entries in the Data Sources tab of the Directory tool. You can now import the samples unless there is a syntax error in the connection string or an incorrect parameter
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Steps
1. Start Framework Manager. 2. On the Welcome page, click Open a project. 3. Go to the crn_location\webcontent\samples\Models\gosales_goretailers directory, click the gosales_goretailers.cpf file, and then click Open. 4. In the Project Viewer pane, expand the Data Sources folder, and click gosales. The properties of the data source appear in the Properties pane. 5. Click the Content Manager Datasource property, delete the existing setting, type the name of the Oracleor DB2 data source. Tip: To edit a property value, you can click the ellipses button next to the value. 6. Click the Catalog property and delete the existing setting. 7. Click the Schema property, delete any existing setting, and type the name of the schema for Oracle or DB2 that you specified when you set up the data sources. The schema name is the name of the database. The schema name is case sensitive. 8. Double-click the Type property, click the Interface property, delete the existing setting, and type OR for Oracle or D2 for DB2. 9. If you want to test the modified data source properties, in the Project Viewer pane, in the Data Sources folder, right-click gosales, and then click Test Data Source. A message informs you whether the test was successful. 10. Repeat steps 4 to 9 for the goretailers and go_data_warehouse data sources.
Steps
1. Copy the Cognos_Samples.zip file from the crn_location/webcontent/samples/content directory to the directory where your deployment archives are saved. The default location is crn_location/deployment. The location is set in the configuration tool. For information about changing the location, see the configuration tool online help. 2. Open Cognos Connection. 3. On the toolbar, click Deployment. 4. Click the Import tab. 5. On the toolbar, click the new import button. 6. In the Deployment archive box, click Cognos_Samples and then click Next. 7. If you want, type a description and screen tip for the deployment specification. 8. Select the folder where you want to save the specification, and then click Next. 9. In the Public folders content list, select the check box for the sample package you want to import, either GO Sales and Retailers or Go Data Warehouse.
Installing and Configuring ReportNet on One Computer 10. If you do not want users to access the sample package and its entries, select the check box in the Disable after import column. This is useful when you want to test the reports before you make them available in the target environment. 11. Click Next. 12. In the Specify the general options page, click Next. The summary information appears. Tip: If you want to change information, click Back and follow the instructions. 13. Click Import Now. ReportNet imports the sample package. This may take a few minutes. 14. When the import is done, click Finish. You can now use the sample package to create reports in Cognos Report Studio and Query Studio. You can also run the sample reports that are available on the Public Folders tab in the portal
Whats Next?
You successfully installed and configured ReportNet. To take a tour of ReportNet, start Cognos Connection and select Quick Tour. For information about using ReportNet, see these documents: Topic How to get started using ReportNet Location ReportNet Getting Started
How to set up security and ReportNet Administration and perform other administrative tasks Security Guide How to create and publish models Framework Manager User Guide using Framework Manager How to author professional reports using Cognos Report Studio How to create ad-hoc reports using Query Studio How to administer and view reports in the Cognos Connection portal How to use the ReportNet software development kit How to identify and troubleshoot problems Cognos Report Studio User Guide
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Index
C
Cognos documentation finding, 18 configuration testing, 13 configuring content store, 11 mail server, 12 ReportNet, 11 Web servers, 11 content store configuring, 11 creating, 7 creating DB2, 9 creating Microsoft SQL Server, 7 creating Oracle, 8 DB2, 12 Microsoft SQL Server, 12 Oracle, 12 copyright, 2 creating content store, 7 DB2 content store, 9 environments (cont'd) supported operating systems, 7
I
importing samples, 17 installation ReportNet on UNIX, 6 testing, 13 installing Framework Manager, 13 ReportNet, 10
J
JAR, 10 Java Archive files (JAR), 10 updating in UNIX, 10 Java Runtime Environment (JRE), 10 JDBC database connectivity for content store, 7
M
mail server configuring, 12 Microsoft SQL Server configuring content store, 12 creating content store, 7 database connectivity, 7 Microsoft SQL server database connectivity, 7 models modifying for samples, 16 modifying sample models, 16
D
data source connections creating for Cognos samples, 15 database connectivity requirements for content store, 7 requirements for reporting, 7 databases configuring content store, 11 DB2 configuring content store, 12 creating content store, 9 database connectivity, 7 environment variables, 9 document version, 2 documentation, 18
O
ODBC, 7 Oracle configuring content store, 12 creating content store, 8 database connectivity, 7 environment variables, 8
E
environment variables DB2, 9 Oracle, 8 environments supported, 7
P
product version, 2
Index
R
ReportNet system requirements on UNIX, 6 requirements database connectivity for content store, 7 database connectivity for reporting, 7
S
samples importing, 17 setting up, 14 setting up samples, 14 SQL Server databases creating content store, 7 SQL Server, See Microsoft SQL Server supported environments, 7 system requirements ReportNet on UNIX, 6
T
testing Framework Manager installation, 14 ReportNet configuration, 13 ReportNet installation, 13
U
UDB, See DB2 UNIX updating, 10 updating JRE in UNIX, 10
V
version product, 2
W
Web servers configuring, 11
20 Cognos ReportNet(TM)