The Journey to Cognos Analytics - IBM€¦ · The Journey to Cognos Analytics Paul Rivera, ... –...
Transcript of The Journey to Cognos Analytics - IBM€¦ · The Journey to Cognos Analytics Paul Rivera, ... –...
©2016 IBM Corporation2 25 January 2017
What’s Changed
What Cognos Analytics Requires
Lifecycle of a Typical Migration
Upgrade to Cloud
What about…
Agenda
How Cognos Analytics compares to v10.x and v8.4
Resource requirements vary to v10
Step by step walkthrough
An opportunity to move to a cloud based solution
Commons questions and concerns
©2016 IBM Corporation4 25 January 2017
Bring your data to lifeCognos Analytics is ready when you are with a unified experience that works the same on web or mobile
devices, enabling you to quickly find, analyze, create and share insight.
©2016 IBM Corporation5 25 January 2017
� Cognos Analytics is an upgrade to Cognos Business
Intelligence (v8, v10)
� All your v8 / v10 content moves forward
– New version of Cognos Lifecycle Manager to assist upgrade
� As before– All the traditional studios are available
� No License changes
– free to download from Passport Advantage for existing customers
At a glance
Accelerated business modeling and performance
Redefined consumption experience for any
device
Redefined report authoring and analysis
©2016 IBM Corporation6 25 January 2017
� A new portal
� A new search functionality– Enabled by default
� My content = My Folder
� Team content = Public Folders
� New - Recently used assets
A new way to work
©2016 IBM Corporation7 25 January 2017
� New sliding panels for easy navigation
� Maintains folder security specifications from v8 / v10
� Create folder, sort, copy, move, change properties and more
Content Management
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Limited and Fully Interactive ReportsReports can run in limited interactivity or full interactivity mode.
Any report can be set to either mode by the author using the
Run with full interactivity Report Property:
Full interactivity
� By default, new reports are fully interactive (Run with full interactivity default to Yes).
� The author can limit the interactivity by setting Run with full interactivity to No
Limited interactivity
� By default, reports upgraded from v8/v10 run with limited interactivity
� The author can set them to full interactivity (Run with full interactivity = Yes)
©2016 IBM Corporation9 25 January 2017
Cognos Workspace in Cognos Analytics
Currently
� Still available in Cognos Analytics, opens in a new browser tab
� Removed certain capabilities such as the Do More
� Announced for deprecation
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� Cognos Analytics from Safari on iPad
– Access through the same URL as on desktop– Interface only shows the capabilities supported on
mobile– On demand toolbar menus are touch friendly
– Report prompts are converted to native controls
� Cognos Analytics from native iOS/Android apps
– Consume Active Reports while disconnected from the Cognos server
– No access to standard reports
A new mobile experience
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� All schedules and jobs are maintained
� Users can now subscribe to reports
� The report is delivered to their Notification Center on a schedule.
Schedules and Subscriptions
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� Basic administrative capabilities
� Targeted at the departmental admin
� Links to Cognos Administration for admins
� Perform many of the same tasks as in Cognos Administration
Manage
©2016 IBM Corporation13 25 January 2017
� We’ve reduced the number of interfaces for simplicity:– Report– Dashboard– Story– Data Module
� Don’t worry! The old studios are still there, just hidden away.
Simplification of the Studios
©2016 IBM Corporation14 25 January 2017
Studio / tool Cognos Analytics
• Report Studio
• Cognos Workspace Advanced• Viewer
Merged together
Query Studio Hidden by default, announced for deprecation
Analysis Studio Hidden by default, announced for deprecation
Cognos Workspace Hidden by default, expected for deprecation
Event Studio Hidden by default, no plans to enhance
Metric Studio No change
Cognos for MS Office No change
Cognos Connection Replaced with the new portal
PowerPlay Studio Integrated with Cognos Analytics 11.0.3
©2016 IBM Corporation15 25 January 2017
LifeCycle ManagerA tool that can streamline the upgrade process by automating the validation of content between a source and target Cognos environment
©2016 IBM Corporation18 25 January 2017
Capability Comparison
CapabilityCognos8.4
Cognos 10.2.2
Cognos Analytics
Cognos Connection
Cognos Analytics Portal
Cognos Viewer
Cognos Portal Pages **
Dashboards
Reporting
Report Studio
Workspace Advanced
Workspace *
Event Studio
Analysis Studio
Query Studio
PowerPlay
Transformer
Framework Manager
Cube Designer
Interfaces and Studios
*Cognos Workspace in Cognos Analytics has limited functionality (e.g. no ‘Do More’ capability) and has been announced for depreciation.
**Portal Pages open in a different browser. Portal Tabs are no longer available.
R
I
Available in the version
Not available
©2016 IBM Corporation19 25 January 2017
Capability Comparison
CapabilityCognos8.4
Cognos 10.2.2
Cognos Analytics
Full Interactivity mode
Full mobile experience
Schedule report
Report subscriptions
Cognos SDK *
Portlets in 3rd party applications
CQM query engine **
DQM query engine
Manage console
Full administration console
My Data Sets ***
FM Packages
Data Modules
Functionality
* New capabilities like Dashboards are not currently accessible from the SDK** No CQM support for TM1, Essbase, SAP BW, Microsoft Analysis Services*** Existing reports will continue to work as long as the associated DB2 database is retained
R
I
Available in the version
Not available
©2016 IBM Corporation21 25 January 2017
Operating Systems– Windows Server
• 2008 R2
• 2012
– Red Hat (RHEL) 6.5 & 7.5
• IBM z Systems
• POWER System Big/Little Endian
• x86-64
– SUSE (SLES) Base
• IBM z Systems
• X86
– Ubuntu 14.04 LTS Base
• POWER System – Little Endian
• x86-64
Content Server Database– SQL Server 2012, 2014
– Oracle 11g R2, 12c R1
– DB2 (10.1, 10.5, 11.1), AdvancedWorkgroupServer Edition(10.5)
Data Source Databases
– SQL Server 2008, 2012, 2014, 2016
– Oracle 11g, 12c
– DB2 9.7, 10.1, 10.5, 11
• Advanced Enterprise Server Edition
• Advanced Workgroup Server Edition(10.5 only)
• Enterprise Server Edition
• Express Edition
• Workgroup Server Edition
* Check Software Compatibility site for deprecated drivers
Prerequisites?
©2016 IBM Corporation22 25 January 2017
Easy Install• Informix 12.10 installed/configured for Content Store database
• Apache Directory Server
Expand• E.g. Expand a distributed install• Initial install must be up and running to use the Expand install…
• Uses the same URL as the initial install… http://<servername>:<port#>/bi
Custom• Pick and choose• Application Tier, Data Tier, Optional gateway (Kerberos w/IIS, 3rd party
portal integration, report/dashboard requirements for images/logos).
* We have disabled the install of multiple components such as FM, Cube Designer, Samples, etc. in the same folder.
Many ways to install
©2016 IBM Corporation23 25 January 2017
� Core sizing activities do not change from 10.2.2
� New functionality requires new considerations:
– Data modules – Dashboards
� Items to consider:
– Size of data sets and uploaded content
– Potential additional load on the servers as users interact with their content using new Cognos Analytics self-service - dashboarding, web-
based modeling, search, etc
Same core sizing considerations
©2016 IBM Corporation24 25 January 2017
JDBC Drivers• Depreciated: install_location\webapps\p2pd\WEB-INF\lib
• New: install_location\drivers
Uploaded files, data sets
• Saved in the content store
Unique Install Paths – No more 64 or 32 bit file paths• C:\Program Files\IBM\Cognos\Analytics- Server
• C:\Program Files\IBM\Cognos\Model – FM
• C:\Program Files\IBM\Cognos\Designer– CubeDesigner
Application Servers• WebSphere Liberty 8.5.5
Odds and Ends
©2016 IBM Corporation25 25 January 2017
External Object Store – Improved Overall Performance• No output in the Content Store database
• Significant reduction in Content Store size
• Improved CM stability
• Improved content store deployment & backup/recovery
Archiving – Repositories available• IBM FileNet
• File System
Content Management and Administration
Uploaded files will increase the size of your content store
• Consider External Object Store
• Review and apply governance
• New installation strategy
©2016 IBM Corporation26 25 January 2017
IBM Cognos Analytics - Multitenancy
• Greatly simplified security configuration for multitenant applications
• Complete isolation of tenants within a single instance of Cognos Analytics
• Identify and move an existing tenant along with all of its content from one Cognos BI
instance to another
• Tenant-aware auditing
Cognos BI Cognos BI Cognos BI
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Slow process
�Content Store upgrade
�Basic testing
�Snapshot
Steps include
� Installation
�Server configuration
�Security
�Data sources
�Mail server
�Test install
�Test configuration
Considerations
�User base
�Hardware
�Security�Style of use
–Dynamic Cubes
–Ad-hoc / scheduled
�Future direction
–More users
–New functionality
Test, fix, test, fix…..
�Content validation�Lifecycle Manager
�Fix & re-test
Acceptance
�Parallel running
�Education sessions�Switch point
�BAU support
–Additional CA questions
�Look to exploit new functionality
Five phases to a successful upgrade
Go-Live:Business as usual
Robust Platform
�Complete Cognos Analytics platform
�Fully documented
All Content
�All existing content onto Cognos
�Light documentation
Verified Solution
�Test documentation�Fully working content
Business As Usual
�Users fully migrated
�User guidance documents
�Stable platform to progress with CA
Test and Fix:Check content
Migrate:Transfer existing content
Install and configure:
Assess:Define requirements and solution design
Clear Vision
�Clear view of solution design
�Fully documented design and upgrade plan
Key activities
Goals and
outputs
©2016 IBM Corporation29 25 January 2017
Slow process
�Content Store upgrade
�Basic testing
�Snapshot
Considerations
�User base
�Hardware
�Security�Style of use
–Dynamic Cubes
–Ad-hoc / scheduled
�Future direction
–More users
–New functionality
Test, fix, test, fix…..
�Content validation�Lifecycle Manager
�Fix & re-test
Acceptance
�Parallel running
�Education sessions�Switch point
�BAU support
–Additional CA questions
�Look to exploit new functionality
Five phases to a successful cloud upgrade
Go-Live:Business as usual
All Content
�All existing content onto Cognos
�Light documentation
Verified Solution
�Test documentation�Fully working content
Business As Usual
�Users fully migrated
�User guidance documents
�Stable platform to progress with CA
Test and Fix:Check content
Migrate:Transfer existing content
Clear Vision
�Clear view of solution design
�Fully documented design and upgrade plan
Key activities
Goals and
outputs
Install and
configure:Assess:Define requirements and solution design
©2016 IBM Corporation30 25 January 2017
Stages of the Upgrade Workflow
Proven Methodology
• Included within the installation
and configuration guide
• Recommended, proven
workflow, approach to
upgrade
• Great starting point for the
creation of your plan!
• Review, evaluate,
plan/execute and Adopt new
features
©2016 IBM Corporation31 25 January 2017
� A solution should be led by it’s requirements from the business– Interviews, workshops, etc.
� Existing considerations still valid– User base– Hardware– Security
� Plan capacity for the new functionality likely to be used. – Dashboards– Personal files
� Fully document:– Requirements– Solution design – Project plan
Assess Assess:Define requirements and solution design
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� The easy bit!– Just follow the solution design
� Start with development/test environments and move up to production– Especially if hardware is being reused
� Close ties required with all involved– Database team – BI team– Infrastructure team– Stakeholders
� Basic infrastructure testing
� Document full solution– Configuration– Settings (Cognos, system and database)
Install and configure Install and
configure:
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� No reports left behind
� Follow upgrade plan set out in solution design
� Copy content to new content store database– Some Cognos configuration work required– Do not direct Cognos Analytics at your existing content store if you still have Cognos BI running
against it…make a copy for an in-place upgrade.
� Basic testing to ensure successful upgrade
� Simple documentation– What happened– Achievements
Upgrade Upgrade:Transfer existing content
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� Validation of– Reports & Dashboards– Data sources– Jobs & Schedules– Visualizations
� Follow project plan
� Cognos Lifecycle Manager v11– Validate content across environments� Live or Benchmarks
� Resolve any issues and retest
� Document– Testing process– Testing results– Fixes required
Test and Fix Test and Fix:Check content
TextYes
Start
End
FixPass?No
Test Content
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� Announcements/ marketing of Cognos Analytics arrival
� Enablement/workshop sessions– End users– Authors– Internal support teams
� User guides to address common questions
� Business as usual
� Start exploiting the functionality
Go-Live Go-Live:Business as usual
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� No Report is left behind, and your reports should work however some functionality may differ– Upgraded reports run in non-interactive mode by default – no change seen– Limitations with Workspace dashboards and Portal pages
� Despite the assurance that everything should work in Cognos Analytics, a proper upgrade and testing exercise should take place. – Use Cognos Lifecycle Manager
So I can just copy everything across and it will work?
©2016 IBM Corporation39 25 January 2017
� Hidden from the main portal
� Companion applications are still available for existing customers– Cognos v10 Studios– My Inbox– Drill-Through Definitions– My Watch Items
Where are the old Studios in Cognos Analytics?
©2016 IBM Corporation40 25 January 2017
� No longer updateable
� Existing reports will continue to work as long as the associated DB2 database is retained
� For critical reports, it is possible to update the underlying DB2 data directly but this will obviously require IT assistance.
� Re-upload your data using the new Upload files feature and recreate reports / dashboards
Can I still use My Data Sets (v10.2.2)
©2016 IBM Corporation41 25 January 2017
� Variables include– Size of infrastructure– User base– Resource availability
� Success helped by – Instant access to stakeholders– Instant access to technical teams– Instant access to infrastructure
� Ask for help understanding what’s required for you
How long will it take?
©2016 IBM Corporation42 25 January 2017
Main Cognos Analytics page
– http://www.ibm.biz/cognosanalytics
Community:
– https://www.ibm.com/communities/analytics/cognos-analytics/
Free trial
– https://ca-trial.mybluemix.net/
Documentation
– http://www.ibm.com/support/knowledgecenter/SSEP7J_11.0.0/
Upgrade guide
– http://www-01.ibm.com/support/docview.wss?uid=swg21981350
Upgrade Centralhttp://www-01.ibm.com/support/docview.wss?uid=swg21624935
FAQ installation stepshttp://www-01.ibm.com/support/docview.wss?uid=swg21974153
gnos Analytics – YouTube Channel
– https://www.youtube.com/user/Analyticszone/featured
Find more details on Cognos Analytics