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l07 Ibm Db2 10.5 Blu Pot Cognos Bi
l07 Ibm Db2 10.5 Blu Pot Cognos Bi
__6. Please notice that the name localhost is used in seven properties. We need to change
localhost to 192.168.142.101 to allow remote access to the Cognos web console. Please
click on each field and change localhost to 192.168.142.101.
__7. Please note that in second and seventh fields, you will need to click the pencil icon towards the
end of the field to change localhost to 192.168.142.101.
__8. Click Data Access Notification. Delete entry for the SMTP mail server as we did not
setup the SMTP server.
__11. Click IBM Cognos Content Store (Under Data Access Content Manager)
__12. Right click IBM Cognos Content Store and click Delete. Click Yes when asked to
confirm.
__13. Right click Content Manager and click New Resource Database.
__16. Click User ID and password field. Click the pencil icon which is towards the end of the field.
Type-in db2psc in User ID field and password is password. Click OK.
__18. Right click IBM DB2 and click Test to verify if connection succeeds.
__23. Please be patient as it will take few minutes to start the service.
__24. After the IBM Cognos service is started successfully, you will see the following message. Click
Close.
Note: If IBM Cognos service does not start successfully, please do the cleanup
as shown and try to start it again.
__27. From the GNOME Terminal window, type the following commands (as root).
# cd /etc/ld.so.conf.d
# cat ibm.conf We created this file which has reference to the DB2 32 bit library.
# ldconfig To activate DB2 32 bit library
__30. The VMware workstation will get minimized automatically in the Unity mode but the
GNOME Terminal will stay as a standalone application in the Windows host machine. We will
use this terminal window as and when needed during this lab.
__33. In the address bar, type 192.168.142.101/ibmcognos to launch the web console of the
Cognos BI server.
__34. From the welcome page, click Administer IBM Cognos Content
__36. Click New Data Source icon. [The database icon with a plus sign.]
__38. Choose IBM DB2 from the Type drop down. Click Next.
__39. This screen is for defining connection information for 32 bit clients. Type COLDB in the DB2
Database Name field and scroll all the way down.
__40. Check Password field. Specify db2psc, password and password in User ID, Password and
Confirm password fields. Click Test the connection…
__42. The connection should succeed. This is a test of the DB2 32 bit library connection. Click Close.
__44. Click Next to go to the JDBC connection screen (for dynamic query mode required by some
Cognos applications.)
__45. Specify 192.168.142.101, 50001, COLDB as shown. Click Test the connection…
__50. Now a data source COLDB is created and tested. We will now clone this connection with other
data source name for use by our sample applications that we will work later in this lab exercise.
Click More…
__52. Replace Copy of COLDB with great_outdoors_sales. [No typo please]. Click OK.
__55. Replace Copy of COLDB with great_outdoors_warehouse. [No typo please]. Click OK.
__57. Now we will create a data source for testing IBM Cognos Cubes.
__58. Click New Data Source icon. [The database icon with a plus sign.]
__59. Specify sales_and_marketing [No typo please] in the Name field and click Next.
__60. Select IBM Cognos PowerCube from the Type dropdown. Click Next.
__68. Please do not close the web browser as we will need it in later sections.
__69. In the next section, we will use IBM Cognos Configuration Manager to model the data.
__71. Click Environment and change localhost to 192.168.142.101 in two places as shown.
__76. Click Start IBM Cognos IBM Cognos Framework Manager from the Windows
desktop.
__77. If you are familiar with the IBM Cognos Framework Manager and want to skip the modelling
exercise given below, please go to the C:\CogProjects in Windows Explorer and unzip
BLU_COGNOS.zip. You can double click C:\CogProjects\BLU_COGNOS\BLU_COGNOS.cpf
and go to the Publish Package section directly.
__79. In the Location field, remove the default entry and type C:\CogProjects\BLU_COGNOS and
click OK. [The project name gets populated automatically].
__86. In the Project Viewer, expand COLDB and Data Sources. The following components are
shown.
__87. Components
Namespace - is an object that uniquely identifies stored and organized objects that are
found in our model.
Parameter Maps - key-value pairs that link query items to relational data sources.
Packages - collections of objects from the project's namespace that is published for
business users to query.
Query Subjects - they're like tables in relational data sources and usually contains Query
Items (which are like columns in a table).
Relationships - join and cardinality between two Query Items; similar to relationships in our
DB2 database.
__89. Right click on the COLDB namespace and rename it as Columnar Store.
Physical View - holds the query subjects and relationships used to build the model. Query
subjects should be unmodified views of the source tables.
Business View - contains optimized query subjects for use by business users. Query
subjects can be by renamed, moved around, consolidated, merged, etc.
Presentation View - this view will be presented to the business user. Query subjects are
organized in a way that business users can understand.
__91. Right click on the Columnar Store name space and click Create Namespace.
__93. Similarly create name space Business View and Presentation View.
__97. In the Project Viewer, click on + sign to expand all 4 tables under Physical View
namespace.
__98. Hold the CTRL key and select PERSON_ID from FACT_DX and PERSON_ID from PERSON table.
__100. Change 1:1 to 1:n for the FACT_DX table and click OK.
__105. Click second tab Diagram and the Physical View diagram should look the following.
__106. Let’s work with the Business View, which contains optimized query subjects for use by business
users. Query subjects can be by renamed, moved around, consolidated, merged, etc.
__109. Name the subject query Person and mark it as model (Query.Subjects and Query
Items). Click OK.
__110. Expand PERSON in the Physical View and drag all columns to the right pane.
Note: The subject queries that were created at the beginning of this lab exercise
are known as data source query subject which is comparable to a table in
SQL. In the other hand, model query subjects are made from one or more
data source subject queries. This means the query subjects in Physical
View should be data source while the query subjects in Business View
should be model.
__111. Change the query items (column names) to meaningful business names as shown.
__112. Click Test tab, and click Test Sample to see 25 rows from the table.
__113. Click Query Information and check Cognos and Native SQL
__115. Right click Business View, and Create Query Subject. Name the subject query Product
and click OK.
__116. Expand PRODUCT in the Physical View and drag columns as shown to the right pane.
__118. Click Test Test Sample to view test data and click Query Information to see SQLs.
__120. Right click Business View, and Create Query Subject. Name the subject query Fact RX
and click OK.
__121. Expand FACT_RX in the Physical View and drag columns as shown to the right pane.
__123. Click Test Test Sample to view test data and click Query Information to see SQLs.
__125. Right click Business View, Name the subject query Fact DX and click OK.
__126. Expand FACT_DX in the Physical View and drag columns as shown to the right pane.
__128. Click Test Test Sample to view test data and click Query Information to see SQLs.
__130. Let’s define the relationship between query subjects in the Business View.
__131. Click on + sign to expand all 4 query subjects under Business View namespace.
__132. Hold the CTRL key and select Person ID from Person. and Person ID from Fact RX.
__134. Change 1:1 to 1:n for the Fact RX query subject and click OK.
__137. In the Explorer view, you should see the following three relationships.
__140. Let’s fix the properties for the query items in our Business View. We will focus on one property
setting for query item which is Usage. A query item can have one of four different usage types:
__141. In the Business View, click on + sign to expand all 4 tables under COLDB namespace.
__142. Hold the CTRL key and click following columns to select.
Person Person ID
Product Product ID
__143. We will define Usage for the following selected query items as Identifier.
__144. In the Properties pane, scroll towards right so that Usage column is visible.
__145. For the Person ID, click Usage drop down and change Identifier to the Identifier.
__146. You will notice a down arrow key. Drag this down arrow key all the way towards the bottom so
that all selected columns have Identifier attribute.
__148. In the Business View, hold the CTRL key and select the following query items. We will change
the Usage of these to Attribute.
__149. From the Property view, change the usage of the first column to Attribute in the drop down and
drag the down arrow key all the way down towards the bottom to change usage to Attribute for
selected columns.
__150. In the Business View, hold the CTRL key and select the following columns and check the Usage
of these query items should be Fact.
__151. Now that we have created all query subjects for Business View, let’s finish up by creating the
Presentation View.
__152. There will only be shortcut links that point to the query subjects in Business View. Then we’ll
group the shortcut links in a star schema. This allows you to easily modify what business users
see without modifying any of the query subjects, and when query subjects are modified in the
Business View, changes take effect in the Presentation View as well.
__153. Collapse all query subjects in the Business View. Hold CTRL key and click all query subjects in
the Business View.
__154. Right click anywhere in selected query subjects and click Create Star Schema Grouping.
__155. Accept default values and name the namespace Test Results. Click OK.
__158. The content is now ready for the business users to use in the form of a start schema grouping.
Let’s publish the Presentation View.
__161. Click arrow on Physical and Business Views to hide them. The green checkmark means the
object will be included, red X means it will be excluded, and the third option means it’s included,
but it’s hidden. We only want business users to have access to Presentation View, not Physical
or Business View, but we cannot exclude Physical or Business because Presentation depends
on it. Your setting should look like the following. Click Next.
__162. By default, they’re all included. Let’s just keep DB2 specific functions. Click the top most option
in the list, Shift + Click the bottom most option in the list, Ctrl + Click DB2. Then click
the arrow pointing to the left. The lists should look like the following image and click Finish.
__169. From the IBM Cognos Framework Manager, click File Close All. Click OK if prompted to
save the project.
__172. Double click SALES folder, select SALES.cpf and click Open.
__176. Click tab Test. Click Test Sample [At the bottom on the screen.]
__177. Click Query Information and check Cognos and Native SQL. Click OK.
__178. Expand Packages and you will notice two packages Go Sales (analysis) and Go Sales
(query). We will not deploy these packages as we will import these deployments in the next
section which will also deploy these packages.
__180. Please repeat the same process to open the WAREHOUSE project and explore the model.
__183. Click New Import. (It is the 4th icon from the left.)
__186. Check the default folder for importing the content. Click Next.
__190. The import job is now running. Click Refresh to check the status.
__191. When the job is complete, you will see the Succeed message.
__201. Please notice BLU Cognos package which we deployed previously after creating a model. The
folders Samples and Samples_Drillthrough were created when we imported two content
packages in the previous section.
__202. Click BLU Cognos and there is nothing in it as we have not used the model yet to create any
reports or any other Cognos artifacts.
__205. Please make sure that pop-up is not blocked, if you get the message.
__211. Drag Total Amount Paid from Fact RX to the drop area Measure.
__215. Drag Month ID of Fact RX to the Expression Definition area and then type "= 200709" to
complete the expression. Click OK.
__216. Click OK
__219. After viewing the report, close the IBM Cognos Viewer.
__222. The Query Explorer pane will slide out. Click Query 1.
__225. Please notice the Native SQL that will be sent to the database server. Click Close.
__227. Type name of the report – Total Amount Paid 200907 and click Save.
Note: Cognos is a very versatile software and we are just exploring only few
capabilities. We have a separate proof of technology that goes deep in the
various capabilities of the software.
No need of indexes and thus best suited for analytics workload using DB2
BLU.
__228. Click File Exit.to close the IBM Cognos Report Studio.
__229. In the next section, we will explore Cognos samples to view different capabilities.
__231. Click down arrow next to the Launch and click Report Studio.
__235. Expand Sales (analysis) name space. Expand Time hierarchy. Expand Time dimension
and click Time level.
__236. Please pay attention to the icons and associated keywords as shown in the source view.
Namespace
Hierarchy
Dimension
Level
__237. Drag Time level to the Rows drop zone of the report.
__238. Similarly drag Products line (from Products hierarchy Products dimension) to the
Columns drop zone of the report.
__239. From the Sales measure dimension, drag Revenue measure to the Measures drop zone of the
report.
__241. The report shows top level hierarchy from both the Time and Product hierarchy.
__242. Close IBM Cognos Viewer tab in the browser and go back to the Report Studio.
__243. We will swap rows with columns. Click Swap Rows and Column.
__246. From the Products hierarchy, Products dimension, drag Product line level above
<#Product#>. [Note: While you are still holding mouse button and when drag point shows as a
line floating above <#Products#>, drop it.
__249. The report shows the child members of the Product and Time hierarchy. The values shown for
each child roll-up to the values shown at the parent member which is Products.
__251. Click <#Product line#>, Ctrl click <#Products#>, and then press Delete.
__252. From the Products dimension, drag Products hierarchy to the Rows drop zone.
__253. Accept the default selection of the Root members, and click OK.
__255. You see the roll up of Products since we selected the root members.
__258. From the Products dimension, drag Products hierarchy to the Rows drop zone.
__260. The report now shows hierarchy set for the Product hierarchy in indented form.
__263. Drag Retailers hierarchy Retailers Dimension Retailers level to the Rows drop
zone.
__269. Click inside the table to enable Drill-Down and Drill-Up. Use Drill-Down and Drill-
Up to navigate through the hierarchy and underneath details on the children.
__276. Drag Products dimension Products hierarchy Product line level to the x-axis.
__280. Now we will make it interactive by using a prompt to search and use a Retailer name.
__281. Hover mouse over the vertical toolbar on Page Explorer. Click Prompt Pages.
__284. Scroll down and double click Select and Search prompt.
__293. Go back to the Report Studio. Click File Exit to close it. Do not save the report if
prompted for.
__298. Slide Country slider and check how Bonus list updates. This is an example of event listener and
application of filters.
__300. Notice the change in Course Cost by organization and in Training crosstab.
__305. Explore this workspace by selecting different values from the left side of the workspace.
__306. Click Down Arrow Open. Do not save the workspace if prompted.
__309. Explore this workspace by selecting different values from the left side of the workspace.
__310. Click Down Arrow Open. Do not save the workspace if prompted.
__313. Explore this workspace by selecting different values from the left side of the workspace.
__314. Click Down Arrow Open. Do not save the workspace if prompted.
__318. Click Down Arrow Open. Do not save the workspace if prompted.
__321. Click Down Arrow Open. Do not save the workspace if prompted.
__324. Explore Human Resources and Financial Data tabs at the bottom or buttons on the left
side.
__325. Similarly from IBM Cognos Connection, explore reports from the folder - Samples
Models Interactive Samples