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COGNOS(R) ENTERPRISE BI SERIESC O G N O S R E P O R T N E T
(TM)
DRILLING THROUGH TOCOGNOS REPORTNET USERGUIDE
THE NEXT LEVELOF PERFORMANCE
TM
Drilling Through to Cognos ReportNet User Guide
DD-MM-YYYY
please update with product version as defined in Trakker
Table of Contents
Type the text for the HTML TOC entry
Drill Through to ReportNet User Guide
ReportNet 1.0
Version 1.0
Drilling Through to Cognos ReportNet
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Product Information
This document applies to ReportNet 1.0 and may also apply to subsequent releases. To check for newer versions of this document, visit theCognos support Web site (http://support.cognos.com).
This edition published 2003.
Copyright
Copyright (C) 2003 Cognos Incorporated
While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors ortechnical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained inthis document.
This document shows the publication date. The information contained in this document is subject to change without notice. Anyimprovements 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, ordisclosure by the Government is subject to the restrict ions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Softwareclause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at48CFR52.227-19, 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 thissoftware 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 aretrademarks or registered trademarks of their respective companies.
Information about Cognos Products and Accessibility can be found at www.Cognos.com
http://support.cognos.com/http://support.cognos.com/ -
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Drilling Through to Cognos ReportNet User Guide 3
Introduction 5
Additional Materials 7
Chapter 1: Setting Up Drill-Through from PowerPlay Web 9
Prepare the Transformer Model and Cube 9
Create a Folder for the Target Report 10
Enable the Cube for Drill-Through to ReportNet 10
Decide Which Filters to Create in the Target Report 11
Create the Target Report 12
Disable the Drill Through Assistant 13
Chapter 2: Setting Up Drill-Through from Visualizer 15
Prepare Visualizer for Drill-Through to ReportNet 15Create a Folder for the Target Report 15
Specify a ReportNet Target Report 16
Decide Which Filters to Create in the Target Report 16
Create the Target Report 17
Disable the Drill Through Assistant 18
Chapter 3: Setting Up Drill-Through from Third Party Cubes 19
Prepare the Cube 19
Create a Folder for the Target Report 19
Enable the Cube for Drill-Through to ReportNet 20
Decide Which Filters to Create in the Target Report 20
Create the Target Report 21
Disable the Drill Through Assistant 22
Index 23
Table of Contents
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4 Cognos ReportNet(TM)
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Drilling Through to Cognos ReportNet User Guide 5
Introduction
This document is available as online help and as an online book. For information about relateddocuments, see "Additional Materials" (p. 7).
ReportNet
ReportNet is a Web product for creating ad hoc and managed reports.
User Guide
This document gives instructions on how to set up drill-through from Cognos PowerPlay Web,Cognos Visualizer, and third party cubes to ReportNet.
To use this guide effectively, you should be familiar with
creating models and cubes using PowerPlay Transformer
creating visualizations using Visualizer setting up cubes from OLAP servers in PowerPlay Connect
building and publishing models using Framework Manager
creating folders and modifying report properties in Cognos Connection
creating reports using Report Studio
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6 Cognos ReportNet(TM)
Introduction
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Drilling Through to Cognos ReportNet User Guide 7
Additional Materials
In this guide, we refer to other documents.
Topic Document
How to create models and cubesusing PowerPlay Transformer
Cognos TransformerStep-by-Step Transformer
How to insert and modify cubes inPowerPlay Enterprise Server
Cognos PowerPlay EnterpriseServer Guide
How to build visualizations inVisualizer
Cognos Visualizer User Guide
How to set up a third party cube inPowerPlay Connect
Cognos PowerPlay ConnectOnline Help
How to create and publish modelsusing Framework Manager
Framework Manager User Guide
How to create folders in CognosConnection
ReportNet User Guide
How to modify report properties inCognos Connection
ReportNet User Guide
How to use the ReportNet
software development kit
ReportNet Developer Guide
How to create reports in ReportStudio
Report Studio User Guide
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8 Cognos ReportNet(TM)
Additional Materials
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Drilling Through to Cognos ReportNet User Guide 9
Chapter 1: Setting Up Drill-Through fromPowerPlay Web
Setting up drill-through from PowerPlay Web to ReportNet involves
preparing the Transformer model and cube for drill-through
creating a folder for the target report in Cognos Connection
enabling the cube for drill-through to ReportNet
deciding which filters to create in the target report
creating the target report
disabling the Drill Through Assistant
Prepare the Transformer Model and CubePrepare the Transformer model and cube for drill-through.
The Transformer model and cube must already exist. For information about creating models andcubes in Transformer, consult your Transformer documentation.
Steps
1. In PowerPlay Transformer, open the model you want.
2. In the PowerCubes window, right-click the cube you will be using for drill through and clickProperties.
3. In the Output tab, click the Browse button and save the cube in the location you want.
Save the cube in another location to keep the original cube unchanged.
Tip: You can also change the name of the cube.
4. In the Drill Through tab, select the Allow Drill Through for This PowerCube check box.
5. Click Add.
6. Click the Files of All Types box and click All files (*.*).
7. In the File Name box, type .crr.
The name of the target report you create in Report Studio must be identical to the name youtype here.
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10 Cognos ReportNet(TM)
Chapter 1: Setting Up Drill-Through from PowerPlay Web
8. Click Open.
9. Click OK.
10. From the Run menu, click Create PowerCubes.
Create a Folder for the Target ReportCreate a folder in Cognos Connection that will contain the target report.
Steps
1. In Cognos Connection, click the Public Folders or My Folders link.
2. Click the New Folder button.
3. In the Name box, type the name of the folder and click Finish.
4. Click the Set Properties button for the folder.
5. Click the View the Search Path link.
6. Copy the search path to the clipboard and click Close.
You will need the search path when enabling the cube for drill-through to ReportNet.
Enable the Cube for Drill-Through to ReportNetUse PowerPlay Enterprise - Server Administration to enable the cube for drill-through toReportNet.
Steps
1. If Configuration Manager is started, close it.
2. Open the cer3.ini file in a text editor.
The file is located in the \bin directory where Cognos Series 7 is installed.
3. Scroll down to the [NGC] section and change the value for Drill_enable to 1.
4. Save the file.
5. Start Configuration Manager.
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Chapter 1: Setting Up Drill-Through from PowerPlay Web
Drilling Through to Cognos ReportNet User Guide 11
6. In the Start tab, click the Open the Current Configuration button.
7. In the Explorer pane, right-click the highest level object and click Apply Selection.
8. Exit Configuration Manager and start PowerPlay Enterprise - Server Administration.
9. From the Insert menu, click Cube.
10. In the General tab, click the ellipsis button beside the Cube Source box and add theTransformer cube (p. 9).
11. Click the Settings tab.12. Expand the Drill Through folder.
13. Click the Cognos ReportNet box and click Enabled.
14. In the Cognos ReportNet Server box, type the URL to ReportNet.
15. In the Cognos ReportNet Folder box, paste the Cognos Connection folder search pathfrom the clipboard.
16. Click OK.
Decide Which Filters to Create in the Target ReportUse the Drill Through Assistant to help you decide which parameterized filters to create in thetarget report.
The Drill Through Assistant is an administrative tool that allows you to see what parameters andvalues are being passed to a report when you drill through to the report. You need thisinformation to correctly set up parameterized filters in the report.
Steps
1. In PowerPlay Enterprise - Server Administration, right-click the cube and click Properties.
2. In the Settings tab, expand the Drill Through folder.
3. Click the Cognos ReportNet Assistance box and click Enabled.
4. Click OK.
5. With the cube selected, from the Tools menu, click Open with Browser.
The cube opens in PowerPlay Web Explorer, and the dimensions appear as hyperlinks.
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12 Cognos ReportNet(TM)
Chapter 1: Setting Up Drill-Through from PowerPlay Web
6. Click the dimension you want to drill through. Repeat as necessary to reach the level ofdetail you want.
7. Click the Drill Through button.
The Assist Drill Through Web page appears.
The PowerPlay Cube Metadata section lists the items in the cube that are available fordrill-through. The items you want to use for drill-through must also exist in the ReportNetpackage. Using these items, the Drill Through Assistant provides the parameterized filters in theReportNet Filter Expressions section that you can create in the target report. When youcreate the target report, ensure that the names of the filters you decide to add are identical tothe parameter names listed in the Assist Drill Through Web page.
Tip: For each parameterized filter listed, the Drill Through Assistant also provides parametervalues so report authors can see what values PowerPlay supplies.
After you are finished viewing the Assist Drill Through Web page, click Cancel to return toPowerPlay. When you have created the target report and the filters you want, click OK to launchthe target report and observe the effects of the drill-through parameter values on the report.
Create the Target ReportIn Report Studio, create the target report to which you want drill through.
Before you can create the target report, you must create and publish a Framework Managermodel. The model must contain the metadata items listed in the Drill Through Assistant (p. 12)that you want to use for drill-through, or contain items that are mapped to those metadata items.
Steps1. Start Report Studio and create a new report.
2. Add the query items and other objects you want.
3. From the Data menu, click Filters.
4. Click the add button.
5. In the Tabular Model Filter dialog box, create the parameterized filter you want by typingthe filter expression in the Expression Definition box.
The parameter name must be identical to one of the parameter names listed in the AssistDrill Through Web page (p. 12).
6. Click OK.
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Chapter 1: Setting Up Drill-Through from PowerPlay Web
Drilling Through to Cognos ReportNet User Guide 13
7. In the Usage box, click Optional.
If you do not make the filter optional, a prompt page will appear when you drill through to thereport.
8. Repeat steps 4 to 7 for other parameterized filters you want to add.
9. Save the report.
The report name must match the target report name you typed in the Transformer model.
For more information about creating reports and filters, see the Report Studio User Guide.
Disable the Drill Through AssistantAfter you have created the target report and tested the drill-through to ensure you are gettingthe results you want, we recommend that you disable the Drill Through Assistant.
Steps
1. In PowerPlay Enterprise - Server Administration, right-click the cube and click Properties.
2. In the Settings tab, expand the Drill Through folder.
3. Click the Cognos ReportNet Assistance box and click Disabled.
4. Click OK.
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14 Cognos ReportNet(TM)
Chapter 1: Setting Up Drill-Through from PowerPlay Web
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Drilling Through to Cognos ReportNet User Guide 15
Chapter 2: Setting Up Drill-Through fromVisualizer
Setting up drill-through from Visualizer to ReportNet involves
preparing Visualizer for drill-through to ReportNet
creating a folder for the target report in Cognos Connection
specifying a ReportNet target report
deciding which filters to create in the target report
creating the target report
disabling the Drill Through Assistant
Prepare Visualizer for Drill-Through to ReportNetBefore you can drill through from Visualizer to ReportNet, you must prepare Visualizer to acceptReportNet-specific information.
If you have previously set up drill-through from PowerPlay Web to ReportNet (p. 9), Visualizer isalready prepared.
Steps
1. If Configuration Manager is started, close it.
2. Open the cer3.ini file in a text editor.
The file is located in the \bin directory where Cognos Series 7 is installed.
3. Scroll down to the [NGC] section and change the value for Drill_enable to 1.
4. Save the file.
5. Start Configuration Manager.
6. In the Start tab, click the Open the Current Configuration button.
7. In the Explorer pane, right-click the highest level object and click Apply Selection.
8. Exit Configuration Manager.
Create a Folder for the Target ReportCreate a folder in Cognos Connection that will contain the target report.
Steps
1. In Cognos Connection, click the Public Folders or My Folders link.
2. Click the New Folder button.
3. In the Name box, type the name of the folder and click Finish.
4. Click the Set Properties button for the folder.
5. Click the View the Search Path link.
6. Copy the search path to the clipboard and click Close.
You will need the search path when specify a ReportNet target report.
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16 Cognos ReportNet(TM)
Chapter 2: Setting Up Drill-Through from Visualizer
Specify a ReportNet Target ReportIn Visualizer, specify the ReportNet target report to which you want to drill through.
Steps
1. Open the visualization you want.
2. From the File menu, click Properties.
3. In the Drill Through tab, click Add and then click Cognos ReportNet.
4. In the New Cognos ReportNet Target dialog box, add the following information:
5. Click OK.
Decide Which Filters to Create in the Target ReportUse the Drill Through Assistant to help you decide which parameterized filters to create in thetarget report.
Steps
1. Start Visualizer and open the visualization you want.
2. From the File menu, click Properties.
3. In the Drill Through tab, click the target report and then click Properties.
4. Select the Assist Drill Through check box and click OK twice.
Property Description
Report name The name of the target report.
When you create the target report in ReportStudio, the name of the report must be
identical to name specified here.
Report foldersearch path
Search path of the folder you created inCognos Connection.
Label The label for the target report you wantusers to see in the Visualizer Drill Throughwindow.
CRN GatewayURL
The URL to the ReportNet server.
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Chapter 2: Setting Up Drill-Through from Visualizer
Drilling Through to Cognos ReportNet User Guide 17
5. Save the visualization.
6. Start Cognos Server Administration and click Visualizations.
The Server Administration - Cognos Visualizer Web Edition window appears.
7. From the File menu, click Add Visualization.
8. Add the visualization you just saved.
9. For the visualization you added, click Client Processor, and then click Connect to
Visualization.The visualization opens in Cognos Visualizer Web Edition.
10. Click the dimension you want to drill through.
11. From the Data menu, click Drill Through, and then click the target report label.
12. In the Drill Through Settings window, choose whether to drill through in a new browserwindow or in an existing window, and click OK.
The Assist Drill Through Web page appears.
The Visualizer Metadata section lists the items in the cube that are available for drill-through.These items must also exist in the ReportNet package. Using these items, the Drill ThroughAssistant provides the parameterized filters in the ReportNet Filter Expressions section thatyou can create in the target report. When you create the target report, ensure that theparameter names you decide to add are identical to the parameter names listed in the AssistDrill Through Web page.
Tip: For each parameterized filter listed, the Drill Through Assistant also provides parametervalues so report authors can see what values Visualizer supplies.
After you are finished viewing the Assist Drill Through Web page, click Cancel to return to
Visualizer. When you have created the target report and the filters you want, click OK to launchthe target report and observe the effects of the drill-through parameter values on the report.
Create the Target ReportIn Report Studio, create the target report to which you want to drill through.
Before you can create the target report, you must create and publish a Framework Managermodel. The model must contain the metadata items listed in the Drill Through Assistant (p. 17)that you want to use for drill-through, or contain items that are mapped to those metadata items.
Steps
1. Start Report Studio and create a new report.
2. Add the query items and other objects you want.
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18 Cognos ReportNet(TM)
Chapter 2: Setting Up Drill-Through from Visualizer
3. From the Data menu, click Filters.
4. Click the add button.
5. In the Tabular Model Filter dialog box, create the parameterized filter you want by typingthe filter expression in the Expression Definition box.
The parameter name must be identical to one of the parameter names listed in the AssistDrill Through Web page (p. 17).
6. Click OK.
7. In the Usage box, click Optional.
If you do not make the filter optional, a prompt page will appear when you drill through to thereport.
8. Repeat steps 4 to 7 for other parameterized filters you want to add.
9. Save the report.
The report name must match what you specified in the New Cognos ReportNet Targetwindow (p. 16).
For more information about creating reports and filters, see the Report Studio User Guide.
Disable the Drill Through AssistantAfter you have created the target report and tested the drill-through to ensure you are gettingthe results you want, we recommend that you disable the Drill Through Assistant.
Steps
1. In Visualizer, open the visualization you want.
2. From the File menu, click Properties.
3. In the Drill Through tab, click the target report and then click Properties.
4. Clear the Assist Drill Through check box and click OK twice.
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Drilling Through to Cognos ReportNet User Guide 19
Chapter 3: Setting Up Drill-Through from ThirdParty Cubes
Setting up drill-through from a third party cube to ReportNet involves
preparing the cube for drill-through
creating a folder for the target report in Cognos Connection
enabling the cube for drill-through to ReportNet
deciding which filters to create in the target report
creating the target report
disabling the Drill Through Assistant
Prepare the CubePrepare the cube for drill-through.
You must already have set up the cube using PowerPlay Connect. For more information, see thePowerPlay Connect online help.
Steps
1. Create a file and name it .
You can create the file using any application, such as Notepad.
The name of the target report you create in Report Studio must be identical to the name youtype here.
2. Start PowerPlay Connect.
3. From the Tools menu, click Drill-Through.
4. Click Add and add the file you previously created.
5. Click OK.
6. Save the cube.
Create a Folder for the Target ReportCreate a folder in Cognos Connection that will contain the target report.
Steps1. In Cognos Connection, click the Public Folders or My Folders link.
2. Click the New Folder button.
3. In the Name box, type the name of the folder and click Finish.
4. Click the Set Properties button for the folder.
5. Click the View the Search Path link.
6. Copy the search path to the clipboard and click Close.
You will need the search path when enabling the cube for drill-through to ReportNet.
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20 Cognos ReportNet(TM)
Chapter 3: Setting Up Drill-Through from Third Party Cubes
Enable the Cube for Drill-Through to ReportNetUse PowerPlay Enterprise - Server Administration to enable the cube for drill-through toReportNet.
Steps
1. If Configuration Manager is started, close it.
2. Open the cer3.ini file in a text editor.
The file is located in the \bin directory where Cognos Series 7 is installed.
3. Scroll down to the [NGC] section and change the value for Drill_enable to 1.
4. Save the file.
5. Start Configuration Manager.
6. In the Start tab, click the Open the Current Configuration button.
7. In the Explorer pane, right-click the highest level object and click Apply Selection.
8. Exit Configuration Manager and start PowerPlay Enterprise - Server Administration.
9. From the Insert menu, click Cube.
10. In the General tab, click the ellipsis button beside the Cube Source box and add the thirdparty cube (p. 19).
11. Click the Settings tab.
12. Expand the Drill Through folder.
13. Click the Cognos ReportNet box and click Enabled.
14. In the Cognos ReportNet Server box, type the URL to ReportNet.
15. In the Cognos ReportNet Folder box, paste the Cognos Connection folder search pathfrom the clipboard.
16. Click OK.
Decide Which Filters to Create in the Target ReportUse the Drill Through Assistant to help you decide which parameterized filters to create in thetarget report.
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Chapter 3: Setting Up Drill-Through from Third Party Cubes
Drilling Through to Cognos ReportNet User Guide 21
The Drill Through Assistant is an administrative tool that allows you to see what parameters andvalues are being passed to a report when you drill through to the report. You need thisinformation to correctly set up parameterized filters in the report.
Steps
1. In PowerPlay Enterprise - Server Administration, right-click the cube and click Properties.
2. In the Settings tab, expand the Drill Through folder.
3. Click the Cognos ReportNet Assistance box and click Enabled.
4. Click OK.
5. With the cube selected, from the Tools menu, click Open with Browser.
The cube opens in PowerPlay Web Explorer, and the dimensions appear as hyperlinks.
6. Click the dimension you want to drill through. Repeat as necessary to reach the level ofdetail you want.
7. Click the Drill Through button.
The Assist Drill Through Web page appears.
The PowerPlay Cube Metadata section lists the items in the cube that are available fordrill-through. The items you want to use for drill-through must also exist in the ReportNetpackage. Using these items, the Drill Through Assistant provides the parameterized filters in theReportNet Filter Expressions section that you can create in the target report. When youcreate the target report, ensure that the names of the filters you decide to add are identical tothe parameter names listed in the Assist Drill Through Web page.
Tip: For each parameterized filter listed, the Drill Through Assistant also provides parametervalues so report authors can see what values PowerPlay supplies.
After you are finished viewing the Assist Drill Through Web page, click Cancel to return toPowerPlay. When you have created the target report and the filters you want, click OK to launchthe target report and observe the effects of the drill-through parameter values on the report.
Create the Target ReportIn Report Studio, create the target report to which you want drill through.
Before you can create the target report, you must create and publish a Framework Managermodel. The model must contain the metadata items listed in the Drill Through Assistant (p. 21)that you want to use for drill-through, or contain items that are mapped to those metadata items.
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22 Cognos ReportNet(TM)
Chapter 3: Setting Up Drill-Through from Third Party Cubes
Steps
1. Start Report Studio and create a new report.
2. Add the query items and other objects you want.
3. From the Data menu, click Filters.
4. Click the add button.
5. In the Tabular Model Filter dialog box, create the parameterized filter you want by typing
the filter expression in the Expression Definition box.The parameter name must be identical to one of the parameter names listed in the AssistDrill Through Web page (p. 21).
6. Click OK.
7. In the Usage box, click Optional.
If you do not make the filter optional, a prompt page will appear when you drill through to thereport.
8. Repeat steps 4 to 7 for other parameterized filters you want to add.
9. Save the report.
The report name must match the name of the file you created when you prepared the cube.
For more information about creating reports and filters, see the Report Studio User Guide.
Disable the Drill Through AssistantAfter you have created the target report and tested the drill-through to ensure you are gettingthe results you want, we recommend that you disable the Drill Through Assistant.
Steps
1. In PowerPlay Enterprise - Server Administration, right-click the cube and click Properties.
2. In the Settings tab, expand the Drill Through folder.
3. Click the Cognos ReportNet Assistance box and click Disabled.
4. Click OK.
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Drilling Through to Cognos ReportNet User Guide 23
Symbols.crr files, 9, 19
AAssist Drill Through Web page, 11, 16, 20
Ccopyright, 2creating
filters, 12, 17, 21folders, 10, 15, 19
target reports, 12,17,21cubes
enabling for drill-through, 10, 20preparing for drill-through, 9,19
Ddeciding
which filters to create, 11, 16, 20disabling
Drill Through Assistant, 13, 18, 22document
version, 2Drill Through Assistant
definition, 11,16,20disabling, 13, 18, 22enabling, 11,16,20
drill-throughenabling cubes, 10, 20setting up from PowerPlay Web, 9-13setting up from third party cubes, 19-22setting up from Visualizer, 15-18
Eenabling
cubes for drill-through, 10,20Drill Through Assistant, 11, 16, 20
Ffilters
creating, 12, 17,21deciding which ones to create, 11, 16, 20
folderscreating, 10, 15,19
Mmetadata items, 11, 16, 20
PPowerPlay Web
setting up drill-through, 9-13
preparing for drill-throughcubes, 9, 19third party cubes, 19Transformer models, 9Visualizer, 15
productversion, 2
Ssearch path, 10,16,20
viewing, 10, 15, 19
Ttarget reports
creating, 12, 17, 21deciding which filters to create, 11, 16, 20specifying in Visualizer, 16
third party cubespreparing for drill-through, 19setting up drill-through, 19-22
Transformer modelspreparing for drill-through, 9
Vversion
product, 2viewing
search path, 10, 15, 19Visualizer
preparing for drill-through, 15setting up drill-through, 15-18specifying target reports, 16
Index
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Index