tm1 installation

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 IBM Cognos TM1  Version 10.1.1 Instal lation and Config uration Guide 

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tm1 installation

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  • IBM Cognos TM1Version 10.1.1

    Installation and Configuration Guide

  • NoteBefore using this information and the product it supports, read the information in Notices on page 285.

    Product InformationThis document applies to IBM Cognos TM1 Version 10.1.1 and may also apply to subsequent releases. To check fornewer versions of this document, visit the IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp).

    Licensed Materials - Property of IBM

    Copyright IBM Corporation 2007, 2012.US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

  • ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi

    Chapter 1. What's new for Cognos TM1 installation and configuration in 10.1.1 . . . . . 1

    Chapter 2. What's new for Cognos TM1 installation and configuration in 10.1.0 . . . . . 3New features in version 10.1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    New installation programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Default installation directory on Windows . . . . . . . . . . . . . . . . . . . . . . . . 3New Cognos components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Cognos Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4New sample databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Apache Tomcat included with the installation . . . . . . . . . . . . . . . . . . . . . . . 5Support for IPv6 IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5New installation and configuration guide. . . . . . . . . . . . . . . . . . . . . . . . . 5

    Changed features in version 10.1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Cognos TM1 Admin Server and configuration now managed in Cognos Configuration . . . . . . . . . 5User account needs to be set for Cognos TM1 components running as Microsoft Windows services . . . . . 6Cognos TM1 Contributor renamed to Cognos TM1 Applications . . . . . . . . . . . . . . . . . 6Parallel Interaction concurrency set by default . . . . . . . . . . . . . . . . . . . . . . . 6Prerequisite software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Language selection and configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 7Security and authentication configuration. . . . . . . . . . . . . . . . . . . . . . . . . 7Cognos TM1 Admin Server port numbers . . . . . . . . . . . . . . . . . . . . . . . . 7Silent installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Chapter 3. Planning your Cognos TM1 installation . . . . . . . . . . . . . . . . . 9Available installation programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Available components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Default installation values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Configuration overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Cognos Configuration and Cognos TM1 . . . . . . . . . . . . . . . . . . . . . . . . . 18Cognos TM1 configuration parameters . . . . . . . . . . . . . . . . . . . . . . . . . 18

    User accounts for running Cognos TM1 services on Windows . . . . . . . . . . . . . . . . . . 19Confirming the proper installation of Microsoft .NET Framework . . . . . . . . . . . . . . . . . 20

    Enabling Cognos TM1 Excel Service . . . . . . . . . . . . . . . . . . . . . . . . . . 20Defining the ASPNET user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Cognos TM1 Web requires Microsoft Chart Controls component . . . . . . . . . . . . . . . . . . 22Installing TM1 on Networks without domains . . . . . . . . . . . . . . . . . . . . . . . . 22

    Local machine syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

    Chapter 4. Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Cognos TM1 architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Cognos TM1 Admin Server overview. . . . . . . . . . . . . . . . . . . . . . . . . . 24Cognos TM1 Server overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Cognos TM1 files overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Data directory overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Cognos TM1 Web architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Accessing multiple Cognos TM1 servers from Cognos TM1 Web . . . . . . . . . . . . . . . . 30Limiting access to a single Cognos TM1 server from Cognos TM1 Web . . . . . . . . . . . . . . 30

    Cognos TM1 Applications architecture . . . . . . . . . . . . . . . . . . . . . . . . . . 31Cognos TM1 Applications Tier 1: Web clients . . . . . . . . . . . . . . . . . . . . . . . 32Cognos TM1 Applications Tier 2: Web servers . . . . . . . . . . . . . . . . . . . . . . . 33Cognos TM1 Applications Tier 3: Data . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Copyright IBM Corp. 2007, 2012 iii

  • Chapter 5. Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Deploying Cognos TM1 on a single Windows computer . . . . . . . . . . . . . . . . . . . . 35Deploying Cognos TM1 Admin Server and TM1 Server . . . . . . . . . . . . . . . . . . . . 36Deploying Cognos TM1 Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Deploying Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    Security considerations for Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . 37Deploying all Cognos TM1 Applications components on a single computer . . . . . . . . . . . . . 38Deploying Cognos TM1 Applications components on separate computers . . . . . . . . . . . . . 39

    Deploying Cognos TM1 client applications . . . . . . . . . . . . . . . . . . . . . . . . . 40Deploying Cognos TM1 with Cognos Business Intelligence . . . . . . . . . . . . . . . . . . . 41

    Chapter 6. Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Planning the upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Upgrading from Cognos TM1 version 10.1 . . . . . . . . . . . . . . . . . . . . . . . . . 47Upgrading from Cognos TM1 version 9.x . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Stopping Cognos TM1 9.x services before upgrading . . . . . . . . . . . . . . . . . . . . 48Backing up data for a previous version of Cognos TM1 9.x . . . . . . . . . . . . . . . . . . 48Uninstalling a previous version of IBM Cognos TM1 9.x . . . . . . . . . . . . . . . . . . . 50Upgrading a single computer installation of Cognos TM1 . . . . . . . . . . . . . . . . . . . 50Upgrading Cognos TM1 Server on UNIX or Linux . . . . . . . . . . . . . . . . . . . . . 50Upgrading Cognos TM1 Server on Windows . . . . . . . . . . . . . . . . . . . . . . . 51Upgrading Cognos TM1 Architect and Perspectives clients . . . . . . . . . . . . . . . . . . 51Upgrading Cognos TM1 Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Upgrading Cognos TM1 Contributor to Cognos TM1 Applications . . . . . . . . . . . . . . . . 52Restoring data and configuration files from Cognos TM1 version 9.x into the current version . . . . . . . 54

    Chapter 7. Cognos TM1 single-computer installation . . . . . . . . . . . . . . . . 57Install the prerequisite software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Install the basic Cognos TM1 components . . . . . . . . . . . . . . . . . . . . . . . . . 58Use Cognos Configuration to start the Cognos TM1 components . . . . . . . . . . . . . . . . . 59Run Cognos TM1 Perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Run Cognos TM1 Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Run Cognos TM1 Web. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Run the Cognos TM1 Applications portal . . . . . . . . . . . . . . . . . . . . . . . . . 62Run Cognos TM1 Performance Modeler . . . . . . . . . . . . . . . . . . . . . . . . . . 62Run Cognos Insight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Use Cognos TM1 Application Web . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Other Cognos TM1 components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Configuring client computers to export Cognos TM1 data in PDF format . . . . . . . . . . . . . . . 64

    Chapter 8. Cognos TM1 Server installation . . . . . . . . . . . . . . . . . . . . 67Installing Cognos TM1 Server on Windows . . . . . . . . . . . . . . . . . . . . . . . . . 67

    Install Cognos TM1 Server components on Windows . . . . . . . . . . . . . . . . . . . . 67Use Cognos Configuration to start Cognos TM1 servers on Windows . . . . . . . . . . . . . . . 68

    Installing Cognos TM1 Server on UNIX or Linux . . . . . . . . . . . . . . . . . . . . . . . 69Install Cognos TM1 Server components on UNIX or Linux operating systems . . . . . . . . . . . . 69Running Cognos TM1 on IBM AIX . . . . . . . . . . . . . . . . . . . . . . . . . . 71Cognos TM1 Object Names and Character Encoding for Cognos TM1 Servers on UNIX and Windows Systems 72

    Creating a new empty Cognos TM1 server in Cognos Configuration . . . . . . . . . . . . . . . . 73Adding an existing Cognos TM1 server in Cognos Configuration . . . . . . . . . . . . . . . . . 74Specifying the location of the Cognos TM1 Admin Host . . . . . . . . . . . . . . . . . . . . 74Specifying multiple Cognos TM1 Admin Hosts . . . . . . . . . . . . . . . . . . . . . . . 75

    Chapter 9. Installing the Cognos TM1 Operations Console . . . . . . . . . . . . . 77Using the provided Apache Tomcat with the Cognos TM1 Operations Console . . . . . . . . . . . . . 78

    Add certificates to the JRE keystore . . . . . . . . . . . . . . . . . . . . . . . . . . 78Deploy Cognos TM1 Operations Console with the provided version of Apache Tomcat . . . . . . . . . 78Create a user group for the Cognos TM1 Operations Console. . . . . . . . . . . . . . . . . . 79Edit the OpsConfig.xml file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Configure Microsoft Internet Explorer 8 for the Cognos TM1 Operations Console . . . . . . . . . . . 80

    iv IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Start and log into the Cognos TM1 Operations Console. . . . . . . . . . . . . . . . . . . . 80Using your own version of Apache Tomcat . . . . . . . . . . . . . . . . . . . . . . . . . 81

    Verify JRE user environment variable . . . . . . . . . . . . . . . . . . . . . . . . . . 81Add certificates to the JRE keystore . . . . . . . . . . . . . . . . . . . . . . . . . . 81Deploy the Cognos TM1 Operations Console . . . . . . . . . . . . . . . . . . . . . . . 82Create a user group for the Cognos TM1 Operations Console. . . . . . . . . . . . . . . . . . 83Edit the OpsConfig.xml file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Configure Microsoft Internet Explorer 8 for the Cognos TM1 Operations Console . . . . . . . . . . . 84Start and log into the Cognos TM1 Operations Console. . . . . . . . . . . . . . . . . . . . 84

    Using Websphere 7.0 and 8.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Import Websphere certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Deploying Cognos TM1 Operations Console on Websphere . . . . . . . . . . . . . . . . . . 86Starting the Cognos TM1 Operations Console on Websphere . . . . . . . . . . . . . . . . . . 87

    Chapter 10. Cognos TM1 Web installation. . . . . . . . . . . . . . . . . . . . . 89Install prerequisite software for Cognos TM1 Web . . . . . . . . . . . . . . . . . . . . . . 89Configure IIS 7 to run Cognos TM1 Web on Windows Vista, Windows 7, and Windows Server 2008. . . . . . 90Install and configure Cognos TM1 Web . . . . . . . . . . . . . . . . . . . . . . . . . . 90Configuring the Cognos TM1 Web Login Page using AdminHostName and TM1ServerName parameters . . . . 92

    Chapter 11. Cognos TM1 Applications installation . . . . . . . . . . . . . . . . . 93Installing Cognos TM1 Applications with the provided Apache Tomcat . . . . . . . . . . . . . . . 94

    Installing Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 94Deploying the Cognos TM1 Application Server with the provided Tomcat web application server . . . . . 94Configuring authentication security for Cognos TM1 Applications . . . . . . . . . . . . . . . . 95Configuring the server and client environment for Cognos TM1 Applications . . . . . . . . . . . . 96

    Install Cognos TM1 Applications with your own installation of Apache Tomcat web application server. . . . . 97Installing Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 97Use IBM Cognos Configuration to build an application file for a Tomcat server. . . . . . . . . . . . 98Configuring authentication security for Cognos TM1 Applications . . . . . . . . . . . . . . . . 98Configuring the server and client environment for Cognos TM1 Applications . . . . . . . . . . . . 99

    Install Cognos TM1 Applications with your own installation of IBM Websphere . . . . . . . . . . . . 101Installing Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 101Using IBM Cognos Configuration to build an application file for a IBM Websphere . . . . . . . . . . 102Deploy Cognos TM1 Application Server with WebSphere Application Server . . . . . . . . . . . . 102Configuring authentication security for Cognos TM1 Applications. . . . . . . . . . . . . . . . 103Configuring the server and client environment for Cognos TM1 Applications . . . . . . . . . . . . 104

    Determining the URL startup link for Cognos TM1 Applications . . . . . . . . . . . . . . . . . 106Configuring a Cognos TM1 Server to work with Cognos TM1 Applications . . . . . . . . . . . . . 107

    Chapter 12. Cognos TM1 client installation. . . . . . . . . . . . . . . . . . . . 109Installing Cognos TM1 Perspectives . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Installing Cognos TM1 Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Installing Cognos TM1 Performance Modeler . . . . . . . . . . . . . . . . . . . . . . . . 112

    Installing Cognos TM1 Performance Modeler using the installation program . . . . . . . . . . . . 112Installing Cognos TM1 Performance Modeler from the Cognos TM1 Applications Portal . . . . . . . . 113Remotely installing Cognos TM1 Performance Modeler on multiple computers . . . . . . . . . . . 113

    Installing Cognos Insight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Installing Cognos Insight using the installation program . . . . . . . . . . . . . . . . . . . 116Installing Cognos Insight from the Cognos Applications Portal . . . . . . . . . . . . . . . . . 117Remotely installing Cognos Insight on multiple computers . . . . . . . . . . . . . . . . . . 117

    Chapter 13. Cognos TM1 sample databases installation . . . . . . . . . . . . . . 121Using the SData sample . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Using the Planning Sample database . . . . . . . . . . . . . . . . . . . . . . . . . . 122Using the GO_New_Stores sample . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Set up the GO Contributor sample . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Set up the Great Outdoors Company sample . . . . . . . . . . . . . . . . . . . . . . . . 124Using the TM1 server samples based on the sample database . . . . . . . . . . . . . . . . . . 125

    Restoring backup files for IBM DB2 . . . . . . . . . . . . . . . . . . . . . . . . . . 125

    Contents v

  • Restoring backup files for Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Restoring backup files for Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . 130Setting up Great Outdoors Sales sample . . . . . . . . . . . . . . . . . . . . . . . . 131

    Chapter 14. Cognos TM1 tools installation . . . . . . . . . . . . . . . . . . . . 133

    Chapter 15. Cognos TM1 and Cognos Business Intelligence interoperabilityinstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Install Cognos TM1 BI interoperability . . . . . . . . . . . . . . . . . . . . . . . . . . 136Configure Cognos TM1 BI interoperability to use IBM Cognos Security . . . . . . . . . . . . . . . 137Configure Cognos BI for Cognos TM1 Viewer Portlets. . . . . . . . . . . . . . . . . . . . . 137Uninstall Cognos TM1 BI interoperability . . . . . . . . . . . . . . . . . . . . . . . . . 137Enabling Cognos BI reporting on Cognos TM1 data sources . . . . . . . . . . . . . . . . . . . 138

    Chapter 16. Cognos TM1 Package Connector installation . . . . . . . . . . . . . 139Cognos TM1 Package Connector requirements . . . . . . . . . . . . . . . . . . . . . . . 139Installing the Cognos TM1 Package Connector . . . . . . . . . . . . . . . . . . . . . . . 139

    Installing the Cognos TM1 Package Connector on Windows 7 or Vista . . . . . . . . . . . . . . 140Enabling connectivity to SAP from Cognos TM1. . . . . . . . . . . . . . . . . . . . . . . 140Configuring the Cognos TM1 Package Connector . . . . . . . . . . . . . . . . . . . . . . 140

    Setting the environment variable . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Setting the Cognos TM1 server configuration parameter (optional) . . . . . . . . . . . . . . . 141Cognos TM1 Package Connector on the client computer . . . . . . . . . . . . . . . . . . . 142

    Running the TM1 Package Connector . . . . . . . . . . . . . . . . . . . . . . . . . . 142Installing the Cognos TM1 Package Connector on UNIX . . . . . . . . . . . . . . . . . . . . 142

    Chapter 17. Cognos TM1 Workflow Installation . . . . . . . . . . . . . . . . . . 143

    Chapter 18. Advanced configuration . . . . . . . . . . . . . . . . . . . . . . 145Changing Cognos TM1 services to run as a specific user account on Windows . . . . . . . . . . . . 145Cognos TM1 language configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 146

    Cognos TM1 language codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Configuring language for the Cognos TM1 server . . . . . . . . . . . . . . . . . . . . . 147Configuring language for Cognos TM1 clients on Windows . . . . . . . . . . . . . . . . . . 148Configuring web browser language for Cognos TM1 Web . . . . . . . . . . . . . . . . . . 149

    Changing default port numbers for Cognos TM1 Admin Server . . . . . . . . . . . . . . . . . 149Configuring Cognos TM1 to use IPv6 . . . . . . . . . . . . . . . . . . . . . . . . . . 150Configuring client computers to export Cognos TM1 data in PDF format . . . . . . . . . . . . . . 151Cognos TM1 Web advanced configuration. . . . . . . . . . . . . . . . . . . . . . . . . 152

    Configuring the Cognos TM1 Web Login Page using AdminHostName and TM1ServerName parameters . . 152Configuring web browser language for Cognos TM1 Web . . . . . . . . . . . . . . . . . . 153Displaying and entering numbers in Cognos TM1 Web based on Regional Settings . . . . . . . . . . 154Configuring Internet Explorer for Cognos TM1 Web . . . . . . . . . . . . . . . . . . . . 154Running Cognos TM1 Web in Firefox Web Browser . . . . . . . . . . . . . . . . . . . . 154Running the 64-bit version of Cognos TM1 Web on Windows x64 . . . . . . . . . . . . . . . . 155Running Cognos TM1 Web on a WAN Server and exporting Excel and PDF files . . . . . . . . . . . 156Using ClearType on Cognos TM1 Web Server to Enhance Display and Rendering of Websheets . . . . . . 157Configuring Cognos TM1 Web to Run in Windows Vista . . . . . . . . . . . . . . . . . . . 157

    Cognos TM1 Applications advanced configuration . . . . . . . . . . . . . . . . . . . . . . 158Using Cognos TM1 Applications with Cognos Business Intelligence Security . . . . . . . . . . . . 158Deploying Cognos TM1 Applications on the Cognos BI web server . . . . . . . . . . . . . . . 161Configuring Cognos TM1 Applications with Microsoft IIS . . . . . . . . . . . . . . . . . . 162Configuring Cognos TM1 Applications to use Multiple Cognos TM1 Servers . . . . . . . . . . . . 163Font for Cognos TM1 Applications Export to PDF . . . . . . . . . . . . . . . . . . . . . 164Configuring Cognos TM1 TurboIntegrator function security in Insight . . . . . . . . . . . . . . 164

    Chapter 19. Security configuration . . . . . . . . . . . . . . . . . . . . . . . 167Authentication security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

    Overview to authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

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  • ETLDAP utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170Integrated Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180LDAP Authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187Using Cognos security with Cognos TM1 . . . . . . . . . . . . . . . . . . . . . . . . 190

    Using SSL for data transmission security . . . . . . . . . . . . . . . . . . . . . . . . . 196Overview to using SSL for data transmission security . . . . . . . . . . . . . . . . . . . . 196Generated certificates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197Configuring the Cognos TM1 Admin Server to use SSL . . . . . . . . . . . . . . . . . . . 198Configuring the Cognos TM1 Server to use SSL . . . . . . . . . . . . . . . . . . . . . . 200Configuring Cognos TM1 clients to use SSL . . . . . . . . . . . . . . . . . . . . . . . 203Configuring Cognos TM1 Web to use SSL . . . . . . . . . . . . . . . . . . . . . . . . 204Configuring Cognos TM1 Applications to use SSL . . . . . . . . . . . . . . . . . . . . . 205Configuring the Cognos TM1 Top Utility to use SSL . . . . . . . . . . . . . . . . . . . . 207Configuring the TM1 C API to Use SSL . . . . . . . . . . . . . . . . . . . . . . . . 207Configuring the Cognos TM1 Java API to use SSL . . . . . . . . . . . . . . . . . . . . . 207Configuring the Cognos TM1 ETLDAP Utility to use SSL . . . . . . . . . . . . . . . . . . 208Using independent certificates with SSL and Cognos TM1 . . . . . . . . . . . . . . . . . . 209

    Chapter 20. Maintenance of your Cognos TM1 installation . . . . . . . . . . . . . 215Backing up data and configuration files for Cognos TM1 . . . . . . . . . . . . . . . . . . . . 215Modifying Cognos TM1 installed components . . . . . . . . . . . . . . . . . . . . . . . 216Uninstalling Cognos TM1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217Uninstalling and undeploying Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . 218

    Backing up your Cognos TM1 Applications data . . . . . . . . . . . . . . . . . . . . . 219Exporting applications from Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . 219Stopping related services in Cognos TM1 . . . . . . . . . . . . . . . . . . . . . . . . 219Uninstalling Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . 220Undeploying Cognos TM1 Applications in Apache Tomcat . . . . . . . . . . . . . . . . . . 220Undeploying Cognos TM1 Applications in WebSphere . . . . . . . . . . . . . . . . . . . 221Importing applications from the current version back into the current version Cognos TM1 Applications . . . 221

    Restoring data and configuration files in Cognos TM1 version 10.x . . . . . . . . . . . . . . . . 222

    Chapter 21. Accessibility features . . . . . . . . . . . . . . . . . . . . . . . 225Keyboard shortcuts for the installation wizard . . . . . . . . . . . . . . . . . . . . . . . 225Keyboard shortcuts for Cognos Configuration . . . . . . . . . . . . . . . . . . . . . . . 226

    Appendix A. The Tm1s.cfg Server Configuration File . . . . . . . . . . . . . . . 227Location of the Tm1s.cfg File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227Sample Tm1s.cfg File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227Parameters in the Tm1s.cfg File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

    AdminHost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229AllowReadOnlyChore Reschedule . . . . . . . . . . . . . . . . . . . . . . . . . . 229AllowSeparateNandCRules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229AllRuleCalcStargateOptimization . . . . . . . . . . . . . . . . . . . . . . . . . . . 230AuditLogMaxFileSize. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230AuditLogMaxQueryMemory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231AuditLogMaxTempFileSize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231AuditLogOn. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231AuditLogUpdateInterval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232CalculationThresholdForStorage . . . . . . . . . . . . . . . . . . . . . . . . . . . 232CAMSSLCertificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232CheckFeedersMaximumCells . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232ClientCAMURI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233ClientPingCAMPassport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233CAMPortalVariableFile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233ClientMessagePortNumber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234ClientPropertiesSyncInterval . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234ClientVersionMaximum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234ClientVersionMinimum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235ClientVersionPrecision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

    Contents vii

  • CognosInterfacePath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237DataBaseDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237DefaultMeasuresDimension. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237DisableMemoryCache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237DisableSandboxing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238DisableWorksheetView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238Display_Info_DBType_R8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238DistributedPlanningOutputDir . . . . . . . . . . . . . . . . . . . . . . . . . . . 239DownTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239ExcelWebPublishEnabled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240ForceReevaluationOfFeedersForFedCellsOnDataChange . . . . . . . . . . . . . . . . . . . 240GroupsCreationLimit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241IdleConnectionTimeOutSeconds . . . . . . . . . . . . . . . . . . . . . . . . . . . 242IntegratedSecurityMode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242IPAddress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243IPVersion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244JobQueuing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245JobQueueMaxWaitTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245JobQueueThreadPoolSize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245JobQueueThreadSleepTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246Language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246LDAPUseServerAccount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247LDAPPasswordFile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247LDAPPasswordKeyFile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247LockPagesInMemory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247LoggingDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248LogReleaseLineCount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248MaskUserNameInServerTools . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248MaximumCubeLoadThreads . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249MaximumLoginAttempts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249MaximumMemoryForSubsetUndo . . . . . . . . . . . . . . . . . . . . . . . . . . 250MaximumSynchAttempts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250MaximumTILockObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251MaximumUserSandboxSize. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251MaximumViewSize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251MaxUndoHoldLineCount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252MessageCompression. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252NetRecvBlockingWaitLimitSeconds . . . . . . . . . . . . . . . . . . . . . . . . . . 252NetRecvMaxClientIOWaitWithinAPIsSeconds. . . . . . . . . . . . . . . . . . . . . . . 253ParallelInteraction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253PasswordMinimumLength . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253PasswordSource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253PerformanceMonitorOn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254PersistentFeeders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254PortNumber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254PrivilegeGenerationOptimization . . . . . . . . . . . . . . . . . . . . . . . . . . . 255ProgressMessage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255ProportionSpreadToZeroCells . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256RawStoreDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257ReceiveProgressResponseTimeoutSecs . . . . . . . . . . . . . . . . . . . . . . . . . 257RunningInBackground . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258RulesOverwriteCellsOnLoad . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258SAPLoggingEnabled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258SAPLogFilePath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258SaveTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259SecurityPackageName . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259ServerCAMURI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259ServerLogging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259ServerName . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260ServicePrincipalName . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260SkipLoadingAliases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

    viii IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • SkipSSLCAMHostCheck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261SpreadingPrecision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261SpreadingPrecision (Consolidated Holds) . . . . . . . . . . . . . . . . . . . . . . . . 262SubsetElementBreatherCount . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262StartupChores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262SyncUnitSize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263UserDefinedCalculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263UseLocalCopiesforPublicDynamicSubsets . . . . . . . . . . . . . . . . . . . . . . . . 264UseSQLFetch UseSQLFetchScroll UseSQLExtendedFetch . . . . . . . . . . . . . . . . . . . 264UseSSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264UseStargateForRules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265ViewConsolidationOptimization . . . . . . . . . . . . . . . . . . . . . . . . . . . 265ViewConsolidationOptimizationMethod . . . . . . . . . . . . . . . . . . . . . . . . 266

    Appendix B. The Tm1p.ini Client Configuration File . . . . . . . . . . . . . . . . 267Location of the Tm1p.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267Parameters in the Tm1p.ini file . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

    AdminHost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267AdminSvrSSLCertAuthority . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268AdminSvrSSLCertID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268AdminSvrSSLCertRevList . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268AdminSvrSSLExportKeyID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268AdvancedRulesEditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268AllowImportCamClients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268BrowseDisplayReadsRightToLeft . . . . . . . . . . . . . . . . . . . . . . . . . . . 269ClassicSliceMode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269CognosGatewayURI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269ConnectLocalAtStartup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269DataBaseDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269DimensionDownloadMaxSize . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269DisplayApplications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269DisplayChores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270DisplayControlCubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270DisplayCubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270DisplayDimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270DisplayExplorerPropertiesWindow . . . . . . . . . . . . . . . . . . . . . . . . . . 270DisplayProcesses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270DisplayReplications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270ExpandRowHeaderWidth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270ExportAdminSvrSSLCert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270InSpreadsheetBrowser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271IntegratedLogin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271Language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271LocalServerNetworkProtocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272MainWindowLayoutInfo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272PreviousAdminHosts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272PreviousDataDirectories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272SecurityAssignmentWindowLayoutInfo. . . . . . . . . . . . . . . . . . . . . . . . . 272SentMsgsToServerCountWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . 272ShowAdminHostChangeWarning. . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowAliasAttributeWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowChoresSchedulingWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowCubeReplicationWarning. . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowDimDeleteElementWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowDimensionAccessWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowDynamicSubsetWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowPickOperationWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273ShowProcessUNASCIIWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . 274ShowProcessUNODBCWarning . . . . . . . . . . . . . . . . . . . . . . . . . . . 274SliceNewWorkbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274SubsetWindowLayoutInfo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

    Contents ix

  • TM1RebuildDefault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

    Appendix C. Setting up unattended installations and configurations. . . . . . . . . 277Unattended installations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

    Setting up an unattended installation . . . . . . . . . . . . . . . . . . . . . . . . . 277Setting up an unattended configuration . . . . . . . . . . . . . . . . . . . . . . . . . 278Setting up an unattended uninstallation . . . . . . . . . . . . . . . . . . . . . . . . . 279

    Appendix D. Troubleshooting a problem . . . . . . . . . . . . . . . . . . . . . 281Cognos Information Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281Support Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Gathering information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Service requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Support Assistant Lite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Cognos Customer Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282Fix Central . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283Problem determination tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283Forums and communities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283Business Analytics Support Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . 283Software Support RSS feeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283Searching and navigating Cognos products . . . . . . . . . . . . . . . . . . . . . . . . 283

    Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

    x IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • IntroductionThis document describes how to install, upgrade, and configure IBM Cognos

    TM1 software components on Microsoft Windows and UNIX operating systems.

    Audience

    IBM Cognos TM1 integrates business planning, performance measurement, andoperational data to enable companies to optimize business effectiveness andcustomer interaction regardless of geography or structure. Cognos TM1 providesimmediate visibility into data, accountability within a collaborative process, and aconsistent view of information, allowing managers to quickly stabilize operationalfluctuations and take advantage of new opportunities.

    To use this guide, you should be familiar with:v installation conceptsv security issuesv basic Windows or UNIX administration skillsv the existing server environment and security infrastructure in your organizationv your Cognos TM1 system and network requirements

    Finding information

    To find IBM Cognos product documentation on the web, including all translateddocumentation, access one of the IBM Cognos Information Centers(http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp). ReleaseNotes are published directly to Information Centers, and include links to the latesttechnotes and APARs.

    Accessibility features

    Accessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products. The installationwizard has accessibility features. For information on these features, see theaccessibility section in this document.

    IBM Cognos HTML documentation has accessibility features. PDF documents aresupplemental and, as such, include no added accessibility features.

    Forward-looking statements

    This documentation describes the current functionality of the product. Referencesto items that are not currently available may be included. No implication of anyfuture availability should be inferred. Any such references are not a commitment,promise, or legal obligation to deliver any material, code, or functionality. Thedevelopment, release, and timing of features or functionality remain at the solediscretion of IBM.

    Samples disclaimer

    The Great Outdoors Company, GO Sales, any variation of the Great Outdoorsname, and Planning Sample depict fictitious business operations with sample data

    Copyright IBM Corp. 2007, 2012 xi

  • used to develop sample applications for IBM and IBM customers. These fictitiousrecords include sample data for sales transactions, product distribution, finance,and human resources. Any resemblance to actual names, addresses, contactnumbers, or transaction values is coincidental. Other sample files may containfictional data manually or machine generated, factual data compiled fromacademic or public sources, or data used with permission of the copyright holder,for use as sample data to develop sample applications. Product names referencedmay be the trademarks of their respective owners. Unauthorized duplication isprohibited.

    xii IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Chapter 1. What's new for Cognos TM1 installation andconfiguration in 10.1.1

    This section contains a list of new, changed, and removed features for this release.

    There were no significant changes to the installation procedures described in thismanual in the IBM Cognos TM1 10.1.1 release. Some corrections and expansionswere made to the information provided here. See the "Whats New" chapter in theIBM Cognos TM1 Operations Console Guide for details on new features added to theCognos TM1 Operations Console in this release.

    To locate the most current product documentation, go to the IBM Cognos TM110.1.0 Information Center (http://publib.boulder.ibm.com/infocenter/ctm1/v10r1m0/index.jsp).

    To review an up-to-date list of environments supported by IBM Cognos products,such as operating systems, patches, browsers, web servers, directory servers,database servers, and application servers, visit the Cognos Customer Center(http://www.ibm.com/software/data/support/cognos_crc.html).

    Copyright IBM Corp. 2007, 2012 1

  • 2 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Chapter 2. What's new for Cognos TM1 installation andconfiguration in 10.1.0

    This section contains a list of new, changed, and removed features for this release.

    It will help you plan your upgrade and application deployment strategies and thetraining requirements for your users.

    To locate the most current product documentation, go to the IBM Cognos TM110.1.0 Information Center (http://publib.boulder.ibm.com/infocenter/ctm1/v10r1m0/index.jsp).

    To review an up-to-date list of environments supported by IBM Cognos products,such as operating systems, patches, browsers, web servers, directory servers,database servers, and application servers, visit the Cognos Customer Center(http://www.ibm.com/software/data/support/cognos_crc.html).

    New features in version 10.1.0These are the new installation features and configuration steps for IBM CognosTM1 since the last release.

    New installation programsThis release includes a new installation wizard user interface and a new collectionof installation programs.

    The installation wizard program is now based on the standard IBM Cognosinstallation program. The installation programs and component selection are noworganized to emphasize the architecture of IBM Cognos TM1 and better assist withdeployments ranging from a single computer to deployments across multiplecomputers in a network environment.

    For details, see the following topics:v Available installation programs on page 9v Available components on page 10

    Default installation directory on WindowsThis release includes a new installation wizard user interface and a new collectionof installation programs.

    The installation program now uses the following default installation directorywhen you install on Microsoft Windows:

    C:\Program Files\IBM\cognos\tm1

    For example, IBM Cognos TM1 Web is now installed here:

    C:\Program Files\IBM\cognos\tm1\TM1Web

    Copyright IBM Corp. 2007, 2012 3

  • New Cognos componentsThis release includes the following new components:

    IBM Cognos TM1 Operations Console - A new component for administrators.This component requires configuration and deployment on a Java-based webapplication server.

    IBM Cognos TM1 Performance Modeler - Enables developers to build planningand analysis models in the Cognos TM1 environment. Accessible from CognosTM1 Applications.

    IBM Cognos Insight - Provides the power to analyze data, explore scenarios, andinfluence decisions by creating managed workspaces. Use these workspaces tocommunicate results to line-of-business managers as interactive managedworkspaces. Because Cognos Insight supports write-back, you can also use theseworkspaces to gather and consolidate management targets, commitments, andforecasts.

    Cognos ConfigurationThe IBM Cognos Configuration utility is provided with this release to managecommon tasks and configuration for the following IBM Cognos TM1 components.v IBM Cognos TM1 Admin Serverv IBM Cognos TM1 Serverv IBM Cognos TM1 Excel Servicev IBM Cognos TM1 Application Serverv IBM Cognos TM1 Application Gateway

    Cognos Configuration must be installed on at least one computer to run the TM1Admin Server.

    Important: Change the following Cognos TM1 services that are created by CognosConfiguration so that the services run under a specific user account on MicrosoftWindows:v Cognos TM1 Admin Serverv Cognos TM1 Serverv Cognos TM1 Excel service

    For details, see:v User accounts for running Cognos TM1 services on Windows on page 19.v Changing Cognos TM1 services to run as a specific user account on Windows

    on page 145.

    New sample databasesA new sample database is available that is designed to work with IBM CognosTM1 Applications called GO_New_stores.

    This sample database is installed by default into the following location:

    TM1_location\samples\tm1

    4 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • A set of optional new sample databases are available when you select the Samplescomponent in the installation wizard. These additional samples are installed to thefollowing location:

    TM1_location\webcontent\samples\datasources\cubes\amdtool

    See Chapter 13, Cognos TM1 sample databases installation, on page 121.

    Apache Tomcat included with the installationThis release includes a version of the Apache Tomcat web application server foruse with the following components:v IBM Cognos TM1 Application Serverv IBM Cognos TM1 Operations Console

    An instance of Apache Tomcat is automatically installed when you install theCognos TM1 Applications components.

    Support for IPv6 IP AddressesThis release includes support for the IPv6 IP address convention.

    IBM Cognos TM1 now supports two IP address protocols: IPv4 and IPv6. IPv4uses 32-bit IP addresses and IPv6 uses 128-bit IP addresses. The default is IPv4.

    For more information, see Configuring Cognos TM1 to use IPv6 on page 150.

    New installation and configuration guideThe installation documentation is reorganized.

    The new IBM Cognos TM1 Installation and Configuration Guide. provides a morecomprehensive combination of installation and configuration topics includingarchitecture, deployment, configuration parameters, and security configuration.

    The following topics were moved from the IBM Cognos TM1 Operation Guide to theIBM Cognos TM1 Installation and Configuration Guide:v Cognos TM1 system architecturev Tm1s.cfg server configuration file and parametersv Tm1p.ini client configuration file and parametersv Cognos TM1 authentication and SSL security configuration

    Changed features in version 10.1.0Listed below are changes to the installation and configuration for IBM CognosTM1 since the last release.

    Cognos TM1 Admin Server and configuration now managed inCognos Configuration

    You must use the IBM Cognos Configuration utility to configure and manage theIBM Cognos TM1 Admin Server.

    As of IBM Cognos TM1 version 10.1.0, the TM1 Admin Server configuration file,Tm1admsrv.ini, is no longer used or supported by Cognos TM1. The configuration

    Chapter 2. What's new for Cognos TM1 installation and configuration in 10.1.0 5

  • settings for the Cognos TM1 Admin Server are now exclusively configured andstored in the IBM Cognos Configuration tool. Cognos Configuration also starts andstops the Cognos TM1 Admin server.

    User account needs to be set for Cognos TM1 componentsrunning as Microsoft Windows services

    The IBM Cognos Configuration tool registers Cognos TM1 components asWindows services using the predefined Local System account. You will need tochange these services to run as a specific user.

    Important: Change the following Cognos TM1 services to run under a specificuser account on Microsoft Windows:v Cognos TM1 Admin Serverv Cognos TM1 Serverv Cognos TM1 Excel service

    Earlier versions of Cognos TM1 allowed you to specify a specific user for theinstalled services during the installation process. Because the current process doesnot prompt you for a user account, you will need to manually change anyWindows service created by the Cognos Configuration tool.

    For details, see:v User accounts for running Cognos TM1 services on Windows on page 19.v Changing Cognos TM1 services to run as a specific user account on Windows

    on page 145.

    Cognos TM1 Contributor renamed to Cognos TM1Applications

    IBM Cognos TM1 Contributor and its subcomponents have been renamed for thisrelease.v The overall component is now called IBM Cognos TM1 Applications.v The web server components are now called IBM Cognos TM1 Application Server

    and IBM Cognos TM1 Application Gateway.v The previous component for designing applications has been replaced by the

    new component IBM Cognos TM1 Performance Modeler.

    Parallel Interaction concurrency set by defaultThe Parallel Interaction feature introduced in the previous release is now on bydefault.

    Improvements to concurrency processing achieved used the Parallel Interactionfeature are now automatically available to all users by default. Previously aconfiguration parameter needed to be set to use this feature.

    For details about this feature, see the "Using Parallel Interaction with a CognosTM1 server" topic in the IBM Cognos TM1 Operation Guide.

    For details about this parameter, see ParallelInteraction on page 253.

    6 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Prerequisite softwareSome third-party components are required and need to be installed beforeinstalling IBM Cognos TM1.

    Download and install these components on the target system before installing therelated Cognos TM1 components.

    For details, see Software requirements on page 15.

    For the latest information about prerequisite software, see Cognos TM1 10.1.0Software Environments (www.ibm.com/support/docview.wss?uid=swg27021976).

    Language selection and configurationSelecting a language during the installation applies only to the installation programand no longer sets the language for the installed version of IBM Cognos TM1.

    The language for the different Cognos TM1 user interfaces and messages is nowautomatically set by detecting the current language in your operating system orweb browser at runtime.

    To set a specific language for Cognos TM1, you now configure this option aftercompleting the installation.

    See Cognos TM1 language configuration on page 146.

    Security and authentication configurationThe installation program does not provide an option to select login security forIntegrated Login or LDAP authentication.

    You must configure security manually after you complete the installation. SeeChapter 19, Security configuration, on page 167.

    Cognos TM1 Admin Server port numbersIf you change the default IBM Cognos TM1 Admin Server host or Cognos TM1Admin Server SSL port numbers in Cognos Configuration, you must manuallyupdate the new values in the UNIX and Microsoft Windows services file.

    This operating system file is not updated by Cognos TM1.

    For details, see Changing default port numbers for Cognos TM1 Admin Serveron page 149.

    Silent installationThe silent (unattended) installation options and usage have changed from previousCognos TM1 versions.

    See Unattended installations on page 277.

    Chapter 2. What's new for Cognos TM1 installation and configuration in 10.1.0 7

  • 8 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Chapter 3. Planning your Cognos TM1 installationThe key to a successful installation is planning.

    When implementing IBM Cognos TM1, decide how you will install and configureit to provide the best possible performance. The installation and configurationchoices that you make depend on your requirements, resources, and preferences.

    Available installation programsIBM Cognos TM1 provides a collection of installation programs for installing andconfiguring Cognos TM1 components on different operating systems and fordifferent deployment scenarios.

    The installation programs and component options are organized by operatingsystem and architecture tier to support deployment in single and multiplecomputer environments.

    The available Cognos TM1 10.1 installation programs are described below.

    TM1 Windows 32-bit

    Includes a collection of all the 32-bit Cognos TM1 components that areavailable for Microsoft Windows.

    Use this installation program to install all components on a single 32-bitWindows system or to selectively install individual components, such asthe Cognos TM1 Admin Server and Cognos TM1 Server, on separate 32-bitWindows systems.

    By default, this installation program automatically installs the IBM CognosConfiguration utility for managing the Cognos TM1 Admin Server, CognosTM1 Server and Cognos TM1 Applications components.

    TM1 Windows 64-bit

    Includes a combined collection of 32-bit and 64-bit components forinstallation on a 64-bit Microsoft Windows system.

    This installation program will only run on a 64-bit Windows system.

    Use this installation program to install all components on a single 64-bitWindows system or to selectively install individual components, such asthe Cognos TM1 Admin Server and Cognos TM1 Server, on separate 64-bitWindows systems.

    By default, this installation program automatically installs the IBM CognosConfiguration utility for managing the Cognos TM1 Admin Server, CognosTM1 Server and Cognos TM1 Applications components.

    TM1 Client-only

    Includes only the standard Cognos TM1 clients / user interfaces andrelated TM1 API support files. These components are only available as32-bit versions.v Cognos TM1 Architectv Cognos TM1 Perspectives

    Copyright IBM Corp. 2007, 2012 9

  • v Cognos TM1 APIsv Cognos TM1 Performance Modelerv Cognos InsightUse this installation program to distribute and install Cognos TM1 clientsto multiple end-user computers in your environment.

    Note: You can also use the TM1 Client installation program to enable IBMCognos BI reporting against Cognos TM1 data sources. Using the TM1Client installation program for this purpose will install the requiredCognos TM1 API files on your Cognos BI servers that are running reportservices on Microsoft Windows. For more details, see Enabling Cognos BIreporting on Cognos TM1 data sources on page 138.

    TM1 UNIX

    Includes only the UNIX versions of the Cognos TM1 Admin Server andCognos TM1 Server components.

    Use the Cognos TM1 UNIX installation program to install the Cognos TM1Admin and or Cognos TM1 Server on any of the supported UNIX or Linuxoperating systems. A separate installation program is available for each ofthese supported operating systems.

    By default, this installation program automatically installs the IBM CognosConfiguration utility for managing the Cognos TM1 Admin Server andCognos TM1 Server components.

    TM1 Interoperability for Business Intelligence

    Optional installation program

    Installs optional components that provide interaction between IBM CognosTM1 and IBM Cognos Business Intelligence (BI). Provides support forCognos TM1 Viewer Portlets and dashboards, provisioning Cognos Insightfrom the Cognos BI Gateway, and linking to IBM Cognos TM1Applications from Cognos BI.

    Available for UNIX and Microsoft Windows.

    TM1 Package Connector for Business Intelligence

    Optional installation program

    Installs components that support IBM Cognos TM1 connectivity to IBMCognos Business Intelligence (BI) packages with SAP Business Warehousedata sources and other relational and ODBC data sources.

    TM1 Workflow

    Optional installation program.

    Installs the required components for the IBM Cognos TM1 Workflowapplication.

    Available componentsIBM Cognos TM1 includes a collection of server and client components foradministering, monitoring, modeling, analyzing, and interacting with Cognos TM1data.

    The installation program organizes the different Cognos TM1 components intogroups based on architecture tier. You can install different combinations of

    10 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • components onto a single computer or across multiple computers, depending onyour specific requirements, operating system and environment. Each componentrequires a specific operating system and software environment.

    Application tier components

    The following table includes the description and operating system for each CognosTM1 component in the application tier.

    Table 1. Application tier componentsComponent Operating System Description

    TM1 Server 32-bit Windows

    64-bit Windows

    64-bit UNIX

    The Cognos TM1 Server manages requestsfrom Cognos TM1 clients. It loads thenames of all available permanent objects(cubes, dimensions, etc.) into memory andresponds to client requests by performingcalculations, consolidations, and updates asrequired.

    The Cognos TM1 Server also managessecurity by granting or denying access toserver objects and maintaining a log ofchanges to the database.

    See Chapter 8, Cognos TM1 Serverinstallation, on page 67.

    TM1 Admin Server 32-bit Windows

    64-bit Windows

    64-bit UNIX

    A process that keeps track of all CognosTM1 servers running on a network. AnAdmin Server runs on a computer known asan Admin Host.

    When a Cognos TM1 server starts, theserver registers itself with an Admin Serverthat is running on a specified Admin Host.

    Cognos TM1 clients reference the AdminServer to determine which Cognos TM1servers are available on the network.

    See Chapter 8, Cognos TM1 Serverinstallation, on page 67.

    TM1 Tools Supported operatingsystems vary bytool.

    Includes the following collection of toolsand utilities for Cognos TM1 administrators,developers, and modelers:

    TIRunTI

    TM1xfer

    See Chapter 14, Cognos TM1 toolsinstallation, on page 133.

    Web application tier components

    These components require a web application server on which to run.

    The following table includes the description and operating system for each CognosTM1 component in the web application tier.

    Chapter 3. Planning your Cognos TM1 installation 11

  • Table 2. Web application tier componentsComponent Operating System Description

    TM1 ApplicationGateway

    32-bit Windows

    64-bit Windows

    Java-based web component that providesthe provisioning of the Cognos TM1Performance Modeler and Cognos Insightcomponents to remote end users.

    This component is typically installed alongwith the TM1 Application Servercomponent.

    See Chapter 11, Cognos TM1 Applicationsinstallation, on page 93.

    TM1 ApplicationServer

    32-bit Windows

    64-bit Windows

    Java-based web application that providesthe primary support for IBM Cognos TM1Applications.

    Cognos TM1 Applications enables you todesign, deploy and run managed planningand contribution-based applications onCognos TM1 data. This component alsointeracts with Cognos TM1 PerformanceModeler and Cognos Insight components.

    This component requires a Java-based webapplication server and the Java RuntimeEnvironment (JRE)

    You can use the Apache Tomcat applicationserver that is installed by default or yourown instance of an application server suchas WebSphere Application Server.

    An IBM JRE is installed automatically withCognos TM1 Applications. If you are usingan application server, use the JRE that isinstalled with it.

    See Chapter 11, Cognos TM1 Applicationsinstallation, on page 93.

    TM1 Web 32-bit Windows

    64-bit Windows

    Web server and client components based onthe Microsoft Internet Information Services(IIS) / .NET Framework.

    Cognos TM1 Web enables users to connectto Cognos TM1 servers and interact withdata using one of the supported webbrowsers.

    See Chapter 10, Cognos TM1 Webinstallation, on page 89.

    12 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Table 2. Web application tier components (continued)Component Operating System Description

    TM1 OperationsConsole

    32-bit Windows

    64-bit Windows

    Java-based web application that provides aweb-based monitoring tool for TM1administrators to monitor and take actionon TM1 server activity.

    The IBM Cognos TM1 Operations Consoleprovides a simple and effective way tounderstand how Cognos TM1 servers anduser loads are working.

    You can use this component with theApache Tomcat application server that isinstalled by default or your own installationof a supported application server.

    An IBM JRE is installed automatically withCognos TM1 on Windows. If you are usingan application server, use the JRE that isinstalled with it.

    See Chapter 9, Installing the Cognos TM1Operations Console, on page 77.

    Client tier components

    The following table includes the description and operating system for each CognosTM1 component in the client tier.

    Table 3. Client tier componentsComponent Operating System Description

    TM1 Perspectives 32-bit Windows Cognos TM1 add-in client for MicrosoftExcel.

    Enables you to use the features of Excel toperform complex analysis on data stored ina Cognos TM1 server. Can also create andmaintain objects and data on both local andremote Cognos TM1 Servers.

    See Installing Cognos TM1 Perspectiveson page 109.

    Cognos Insight 32-bit Windows Java , Eclipse-based rich client interface thatcan be launched independently or from theCognos TM1 Applications portal page.

    Available as a selectable component in theClient-only, and 32-bit and 64-bit Windowsinstallation programs.

    By default, this component is available butnot selected in the 32-bit and 64-bitWindows installation programs.

    See Installing Cognos Insight on page 115.

    Chapter 3. Planning your Cognos TM1 installation 13

  • Table 3. Client tier components (continued)Component Operating System Description

    TM1 APIs Dependent uponspecific APIs

    Installs the required files that enabledevelopers to work with the followingCognos TM1 application programminginterfaces (APIs).

    TM1 API - Allows developers to createcustom C, C++ and VB applications thatinteract with TM1.

    TM1 Java API - Allows developers to createcustom Java applications that interact withTM1.

    TM1 .NET API - Allows developers tocreate custom Microsoft .NET applicationsthat interact with TM1.

    Developer tier components

    The following table includes the description and operating system for each TM1component in the developer tier.

    Table 4. Developer tier componentsComponent Operating System Description

    TM1 Architect 32-bit Windows A Windows-based desktop application foradministering, creating, and maintainingdata and metadata on both local and remoteTM1 servers.

    See Installing Cognos TM1 Architect onpage 110.

    TM1 PerformanceModeler

    32-bit Windows Java, Eclipse-based rich client interface thatis launched from the Cognos TM1Applications portal page.

    Enables developers to build planning andanalysis models in the Cognos TM1environment.

    Available as a selectable component in theClient-only, and 32-bit and 64-bit Windowsinstallation programs.

    By default, this component is available butnot selected in the 32-bit and 64-bitWindows installation programs.

    See Installing Cognos TM1 PerformanceModeler on page 112.

    Sample database components

    The following table includes the description and operating system for each TM1additional component.

    14 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Table 5. Sample database componentsComponent Operating System Description

    Samples 32-bit Windows

    64-bit Windows

    64-bit UNIX

    Installs Cognos TM1 sample databases:

    Chapter 13, Cognos TM1 sample databasesinstallation, on page 121.

    Additional components not listed

    The following table includes the description and operating system for requiredcomponents that are not listed or selectable in the installation program but areinstalled by default with the installation of other selectable components.

    Table 6. Additional components not listedComponent Operating System Description

    TM1 Excel Service 32-bit Windows A required support component for CognosTM1 Web. Installed only when Cognos TM1Web is installed.

    Installs and runs as a Microsoft Windowsservice on the web server that hosts CognosTM1 Web.

    See Chapter 10, Cognos TM1 Webinstallation, on page 89.

    TM1 OLE DBProvider Application

    32-bit Windows

    64-bit Windows

    Allows third party software to retrieve cubedata from the Cognos TM1 server usingMDX queries.

    Software requirementsBefore you install IBM Cognos TM1 server or client components, review systemrequirements and set up resources in your environment so that the componentscan operate.

    Review the latest list of environments supported by Cognos TM1, includinginformation on operating systems, patches, web servers and web browsers, byvisiting Cognos TM1 Software Environments (https://www.ibm.com/support/docview.wss?rs=3446&uid=swg27014444).

    Prerequisite software

    Cognos TM1 Perspectives, Cognos TM1 Architect, Cognos TM1 Web, and CognosTM1 Applications require the installation of specific software components beforethey can be installed and used.

    Table 7. Required third-party componentsPrerequisite Component Description

    Microsoft Excel Required for Cognos TM1 Perspectives.

    Optional on the web server where Cognos TM1 Web isrunning.

    Chapter 3. Planning your Cognos TM1 installation 15

  • Table 7. Required third-party components (continued)Prerequisite Component Description

    Microsoft Visual C++ 2005 SP1Redistributable Package

    Required for Cognos TM1 Perspectives and Cognos TM1Architect.

    Microsoft .NET 3.5 SP1Framework

    Required for Cognos TM1 Perspectives, Cognos TM1Architect and Cognos TM1 Web.

    Microsoft Chart Controls forMicrosoft .NET Framework 3.5.

    As of Cognos TM1 version 9.5.2, Cognos TM1 Webrequires the Microsoft Chart Controls for Microsoft .NETFramework 3.5 on the web server where Cognos TM1Web is running.

    This component supports the charting of data in theCognos TM1 Web and Cognos TM1 Applications userinterfaces.

    Download and install these components on the target system before installing therelated Cognos TM1 components.

    Default installation valuesThis topic describes the set of default values used by the IBM Cognos TM1installation.

    The Cognos TM1 installation uses the following default configuration values:

    Table 8. Default configuration values for Cognos TM1 installationItem Description and Default Value

    Default install location On a 32-bit Microsoft Windows system:

    C:\Program Files\IBM\Cognos\TM1

    C:\Program Files\IBM\Cognos\TM1\TM1Web

    On a 64-bit Microsoft Windows system:

    C:\Program Files\IBM\cognos\tm1_64

    C:\Program Files\IBM\cognos\tm1_64\TM1Web

    Admin Server portnumber

    The TCP/IP port number on which the Admin Server listens forclient requests.

    Default value is 5495 (unsecured).

    This value is set in IBM Cognos Configuration.

    Admin Server SSL portnumber

    The TCP/IP port number on which all Cognos TM1 componentscommunicate with the Cognos TM1 Admin Server using SecureSocket Layer (SSL).

    Default value is 5498 (secured)

    This value is set in IBM Cognos Configuration.

    16 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Table 8. Default configuration values for Cognos TM1 installation (continued)Item Description and Default Value

    Cognos TM1 server portnumber

    The port on which the Cognos TM1 server runs. This parameteris used to distinguish multiple Cognos TM1 servers running onthe same computer. Valid port values fall between 5000 and49151.

    The default is 12345.

    This value is set wih the PortNumber parameter in the Tm1s.cfgserver configuration file.

    Cognos TM1 ClientMessage port number

    This port number establishes a secondary port for clientprogress messages to use when a lengthy operation is waiting tobe cancelled.

    This value is set wih the ClientMessagePortNumber parameter inthe Tm1s.cfg server configuration file.

    The default value is blank.

    By default, this port number is automatically and dynamicallyassigned when the Cognos TM1 server starts. You do not haveto set ClientMessagePortNumber to a specific number unlessfirewalls or other network issues require the listener port to be awell-known number.

    CAUTION:If you choose to set a specific value for theClientMessagePortNumber parameter, instead of having itdynamically assigned, be sure to assign unique port numbersfor all the Cognos TM1 server and client message ports youare using. If you have two servers running on the samemachine using the same port number, the message activitymay cause a system conflict or hang.

    Admin Server host name Specifies the computer name or IP address of the Admin Hoston which a Cognos TM1 Admin Server is running.

    Default value is blank which uses localhost to represent thecomputer on which the installation is run.

    This value is set with the AdminHost parameter in the Tm1s.cfgand Tm1p.cfg configuration files.

    Sample Cognos TM1server names

    Planning Sample

    SData

    GO_New_Stores

    Login credentials:

    User name: admin

    Password: apple

    Default data directoryfor sample Cognos TM1servers

    C:\Program Files\IBM\cognos\tm1\samples\tm1\PlanSamp

    C:\Program Files\IBM\cognos\tm1\samples\tm1\SData

    C:\Program Files\IBM\cognos\tm1\samples\tm1\GO_New_Stores

    Chapter 3. Planning your Cognos TM1 installation 17

  • Table 8. Default configuration values for Cognos TM1 installation (continued)Item Description and Default Value

    Security mode A Standard installation uses Cognos TM1 Authentication. In thismode, the Cognos TM1 server prompts users for a user nameand password when they log in to Cognos TM1 components.

    Configuration overviewAfter installing IBM Cognos TM1, use the Cognos Configuration tool and theCognos TM1 configuration file parameters to configure the program for optimalperformance.

    Cognos Configuration and Cognos TM1The IBM Cognos Configuration tool is used to start, stop, configure, and save thesetting for each IBM Cognos TM1 server.

    Use Cognos Configuration to manage the following components and tasks:

    Table 9. Cognos Configuration tasksComponent/task Action

    Cognos TM1 Admin Server Start and stop the server.

    Cognos TM1 Server Start, stop and add Cognos TM1 Servers.

    Cognos TM1 Excel Service Start and stop the Cognos TM1 Excel service that supportsCognos TM1 Web.

    Cognos TM1 ApplicationServer

    Start and stop the provided Apache Tomcat web applicationserver and Cognos TM1 Application Server that supportsCognos TM1 Applications.

    If you are using your own installation of Tomcat or anotherweb application server, configure and run the Cognos TM1Application Server outside of Cognos Configuration.

    Saving configurationinformation

    When you save the configuration setting in the CognosConfiguration tool, the tool:

    v verifies the configurationv generates cryptographic informationv checks integrity of encrypted datav saves configuration for Cognos TM1 serversv backs up configuration filesv saves configuration parametersv updates Tomcat configuration file

    Creating war files fordeployment

    If you want to deploy the Cognos TM1 Application Serverwith your own web application server, use CognosConfiguration to create the required web application (war)file.

    In Cognos Configuration click Actions > Build ApplicationFiles.

    Cognos TM1 configuration parametersIBM Cognos TM1 uses a collection of configuration parameters to control thebehavior of the client and server components.

    18 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Table 10. Available Cognos TM1 configuration parametersConfiguration Description

    Tm1s.cfg file Cognos TM1 server configuration

    See Appendix A, The Tm1s.cfg Server ConfigurationFile, on page 227.

    Tm1p.ini file Client configuration for Cognos TM1 Architect andCognos TM1 Perspectives

    See Appendix B, The Tm1p.ini Client Configuration File,on page 267.

    Cognos TM1 Web - web.configfile

    TM1 Web configuration and settings

    See Cognos TM1 Web advanced configuration on page152.

    Cognos TM1 Applicationsconfiguration

    Cognos TM1 Applications configuration

    See Cognos TM1 Applications advanced configurationon page 158.

    Cognos TM1 OperationsConsole

    Cognos TM1 Operations Console configuration

    See Chapter 9, Installing the Cognos TM1 OperationsConsole, on page 77.

    User accounts for running Cognos TM1 services on WindowsWhen you use IBM Cognos Configuration to start the Cognos TM1 Admin Server,Cognos TM1 Server, and Cognos TM1 Excel Service, they are registered to run asWindows services using the predefined Microsoft Windows Local System Account.You should manually change these services to run under a specific user account.

    Run Cognos TM1 services under a specific Windows useraccount

    By default, Cognos Configuration registers the following Cognos TM1 services torun under the Microsoft Windows Local System Account:v Cognos TM1 Admin Serverv Cognos TM1 Serverv Cognos TM1 Excel service

    Important: Change these Cognos TM1 services to run under a specific useraccount on Microsoft Windows.

    For details on how to change the account for a Cognos TM1 component running asa Windows service, see Changing Cognos TM1 services to run as a specific useraccount on Windows on page 145.

    After making these changes, you will still be able to use Cognos Configuration tostart and stop these services.

    Chapter 3. Planning your Cognos TM1 installation 19

  • Required privileges for a specific Windows user account

    The user account for running Cognos TM1 services on Windows should be amember of the Local Administrator group and also be included in the databaseowner group to access SQL tables and views.

    The account must have the following privileges on the local machine:v Act as part of the operating systemv Bypass traverse checkingv Increase quotasv Replace a process level tokenv Log on as a servicev Have read and write privileges on the Windows Registry item

    Confirming the proper installation of Microsoft .NET FrameworkThe Microsoft.NET Framework Version 3.5 SP1 is required for Cognos TM1Perspectives, Cognos TM1 Architect and Cognos TM1 Web.

    You can download the .Net Framework from the Microsoft support website. Whenyou install a message displays to remind you of this requirement.

    Microsoft Internet Information Services (IIS) must be installed before installing the.NET 3.5 framework that is required for Cognos TM1 Web.

    For the latest information about prerequisite software visit Cognos TM1 10.1.0Software Environments (www.ibm.com/support/docview.wss?uid=swg27021976).

    To ensure that the .NET Framework 3.5 SP1 is properly installed and registered onyour computer, perform these steps.

    Procedure1. Open a Command Prompt window and navigate to the following directory:

    C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727

    For an x64 Windows system, use the following directory:C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727

    Remember: IBM Cognos TM1 Web requires the Microsoft .NET Framework3.5 SP1, however, .NET 2.0 remains on your system after upgrading .NET andis required for this step.

    2. Execute the following command:aspnet_regiis.exe -i

    Enabling Cognos TM1 Excel ServiceIf the .NET Framework is not installed before you install IBM Cognos TM1 Web,the Cognos TM1 Excel Service will be disabled when you complete the CognosTM1 Web installation.

    This service provides critical Cognos TM1 Web functionality, and you mustcomplete the following steps to set the service Startup property to Automatic afteryou install the .NET Framework.

    20 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Procedure1. Open the Windows Control Panel.2. Double-click Administrative Tools.3. Double-click Services.4. Double-click TM1 Excel Service.5. Change the Startup Type from Disabled to Automatic.6. Click OK.

    Additionally, if you plan to run Cognos TM1 Web you must install a currentlysupported version of Microsoft Excel on the same machine where the IIS webserver is installed.

    Defining the ASPNET userIf you install IBM Cognos TM1 Web on a system where the Microsoft .NETFramework is not yet installed, you may encounter an error that the ASPNET useris not defined on the system.

    You must define the ASPNET user before you install Cognos TM1 Web. Followthese steps to create the ASPNET user.

    Procedure1. Open the Windows Control Panel.2. Double-click Administrative Tools.3. Double-click Computer Management.4. Click Local Users and Groups.5. Right-click Users and select New User.6. Configure the fields as follows:

    User nameASPNET

    Full nameASP.NET Machine Account

    DescriptionAccount for running ASP.NET applications

    PasswordEnter a password of your choice.

    User must change password at next logonThis field is not available.

    User cannot change passwordSelect this check box.

    Password never expiresSelect this check box.

    Account is disabledDo not select this check box.

    7. Click Create.

    Chapter 3. Planning your Cognos TM1 installation 21

  • Cognos TM1 Web requires Microsoft Chart Controls componentAs of IBM Cognos TM1 version 9.5.2, Cognos TM1 Web requires a third-partychart component, Microsoft Chart Controls for Microsoft .NET Framework 3.5, onthe web server where Cognos TM1 Web is running. You must manually downloadand install this component.

    The Microsoft Chart Controls component supports the charting of data in theCognos TM1 Web and Cognos TM1 Applications user interfaces.

    Download and install this component on the web server where Cognos TM1 Webis running.

    For more details about the Microsoft Chart Controls component, search theMicrosoft web site for this topic: Microsoft Chart Controls for Microsoft .NETFramework 3.5

    Installing TM1 on Networks without domainsIf you install IBM Cognos TM1 in a network that does not use a domain controller,you can set your Cognos TM1 services to use local accounts.

    For details on configuring Cognos TM1 services, see Changing Cognos TM1services to run as a specific user account on Windows on page 145.

    If you use one or more local accounts for your Cognos TM1 services, you must besure these accounts have the following privileges on their local machines:v Act as part of the operating systemv Bypass traverse checkingv Increase quotasv Replace a process-level tokenv Log on as a service

    If you set up file shares in your Windows network for use by Cognos TM1components, be sure that each local account that you set up to run a Cognos TM1service has access to those shares.

    Note: If you install on a machine that does not participate in a Microsoft Windowsdomain, you cannot use Integrated Login.

    Local machine syntaxDo not use dot, as in "." as an abbreviation for the local machine domain when youspecify login information.

    You must explicitly enter the machine name. In certain configurations, using the".\username" syntax may cause serious problems.

    22 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Chapter 4. ArchitectureTo understand the architecture of the major IBM Cognos TM1 components, youshould be familiar with your information technology infrastructure and with thebusiness needs of people in your organization who will use IBM Cognos TM1.

    For details about Cognos TM1 login authentication and communication security,see Authentication security on page 167.

    Cognos TM1 architectureIBM Cognos TM1 employs a distributed, client-server architecture that consists ofthe IBM Cognos TM1 server to which a combination of different clients canconnect.

    Cognos TM1 provides the following clients and user interfaces:v Cognos TM1 Perspectivesv Cognos TM1 Architectv Cognos TM1 Web clientv Cognos TM1 Application portal and workflow (using the Cognos TM1

    Application Server)v Cognos TM1 Performance Modelerv Cognos Insight

    In this environment, corporate data resides on remote servers, which authorizedclients can access. Depending on how you set up the system, clients can access oneor more remote TM1 servers to obtain different kinds of data. Cognos TM1 clientsare described in detail in the IBM Cognos TM1 User Guide.

    Figure 1. High-level overview of the Cognos TM1 client-server architecture

    Copyright IBM Corp. 2007, 2012 23

  • Windows desktop clients

    TM1 Perspectives and TM1 Architect can connect to a local IBM Cognos TM1server, which acts as a repository for private TM1 data. If you have the properauthority, you can copy data from a remote server to your local server byreplicating that data, and then synchronize your updates back to the remote server.

    TM1 Perspectives, TM1 Architect, and TM1 Client are standard TM1 clients. In anormal LAN/WAN environment, these clients all communicate with a remoteserver using the TCP/IP network protocol.

    Cognos TM1 Admin Server overviewThe IBM Cognos TM1 Admin Server is a process that keeps track of all CognosTM1 servers running on a network. An Admin Server runs on a computer knownas an Admin Host.

    When the Cognos TM1 server starts, the server registers itself with an AdminServer that is running on a specified Admin Host. TM1 clients reference the AdminServer to determine which Cognos TM1 servers are available on the network.

    The Admin Server maintains the following information for each available CognosTM1 server:v Server namev IP addressv Protocolv Port number

    All this information is supplied by the Cognos TM1 server when the serverregisters itself on the Admin Server.

    An Admin Server must be running before a Cognos TM1 server can start. If youhave specified an Admin Host in the Tm1s.cfg file or the server command line, theCognos TM1 server will attempt to connect to an Admin Server on that host. TheCognos TM1 server will fail to come up if it is unable to connect to the AdminServer for any reason.

    If you have not specified an Admin Host, the Cognos TM1 server attempts toconnect to an Admin Server on the local machine. If an Admin Server is notcurrently running on the local machine, the Cognos TM1 server starts a newAdmin Server and connects to it.

    The Admin Server becomes aware of Cognos TM1 servers on the network bylistening for notification from the servers. Usually, the Cognos TM1 server sendsnotification of its presence at a regular interval called the "heartbeat interval,"which is 60 seconds by default. When the Admin Server detects the Cognos TM1server, that server becomes registered and available to clients on the network.However, if the Admin Server does not detect the presence of a registered CognosTM1 server over a period equal to three times the heartbeat interval, that CognosTM1 server is removed from the list of servers available on the network.Consequently, the Cognos TM1 server will not be available to clients on thenetwork.

    By default, the Admin Server uses port 5495. If port 5495 is already in use, you canassign a new port number by creating a new service called Tm1admsrv. All

    24 IBM Cognos TM1 Version 10.1.1: Installation and Configuration Guide

  • Cognos TM1 applications look for a named service called Tm1admsrv, and if thatservice exists, the applications use the port number assigned to the service. If theservice does not exist, Cognos TM1 applications use port 5495.

    Cognos TM1 Server overviewThe IBM Cognos TM1 Server manages access to the Cognos TM1 data directory forCognos TM1 clients.

    The following figure illustrates the operations of a remote Cognos TM1 server.These operations are explained in the text that follows.

    v On startup, the remote server loads dimensions and cubes from the datadirectory into the server machine RAM. At the same time, the server opens anew transactional log file called Tm1s.log in the data directory. After the cubesare loaded, the remote server is available.

    v The remote Cognos TM1 server registers itself with one or more Admin Serversso that clients can connect to the remote Cognos TM1 server.

    v Client applications contact Admin Servers to locate available Cognos TM1servers. The clients log into the Cognos TM1 servers whose data they want toaccess.

    v Clients edit the cube data, sending the values back to the Cognos TM1 server.v As new values are received from clients, the Cognos TM1 server writes the

    records to the Tm1s.log file, keeping track of every data change, including thedate and time the edit occurred, and the ID of the client who made the edit.

    v As the server calculates new values in response to client requests, the serverstores them in memory, increasing the amount of memory used by the server.

    v When the server shuts down, all records in the Tm1s.log file are saved to disk,and the transaction log file is renamed by appending a date/time stamp to it.The Tm1s.log file is saved in the server's data directory to back out datatransactions. For details, see the topic "Backing Out Records from theTransactionLog in the IBM Cognos TM1 Operation Guide.

    Figure 2. Operations of a remote server

    Chapter 4. Architecture 25

  • If the server is intentionally shut down without saving the changes, the log fileis saved with a time/date stamp and the extension is changed to .rej. You canprocess the Tm1syyyymmddhhmmss.rej file through TurboIntegrator to recover thetransactions.

    v To save all changes to the data on a Cognos TM1 server at any time withoutshutting down the server, right-click a server in Server Explorer and Click SaveData. All records in the Tm1s.log file are immediately written to disk, thetransaction log file is renamed by appending a date/time stamp to it, and a newTm1s.log file is created to accept any subsequent edits to cube values.Any changes to the metadata, such as dimension definitions and cubedefinitions, are immediately saved to disk. The changes to the metadata are notwritten to the transaction log file.

    Cognos TM1 files overviewIBM Cognos TM1 requires numerous object and system files, most of which arestored in the Cognos TM1 server's data directory.

    Some of these are installed with the product, while others are generated for eachdimension and cube you create. Yet other files are generated by Cognos TM1 tostore metadata, such as security information.

    The following table lists the files that define cubes, dimensions, and other CognosTM1 objects. These files are located in the data directory, which is described laterin this section.

    Table 11. Files that define cubes, dimensions, and other objects

    File Extension Description

    .blb Cube formatting file

    .cho Chore definition file

    .cub Cube database file

    .dim Compiled dimension

    .dit ASCII dimension source file

    .pro TurboIntegrator process definition file

    .ru