Maximo Cognos Reporting - IBM - United States€¦ ·  · 2012-06-25Maximo Cognos Reporting June...

© 2012 IBM Corporation

Pam Denny, IBMpdenny@us.ibm.comTwitter: @andbflo_denny

Maximo Cognos ReportingJune 22, 2012

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Agenda

1. Overview

2. Maximo-Cognos Ad Hoc Reporting Process

3. Reference Materials, Roadmap, SMC

4. Demo and Questions

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External Report

Integration

V7 Reporting

Open Database Platform

BIRT

Integration

DB2

Tivoli Common Reporting

IntegrationEmbedded Externalized

Cognos Reporting

Integration

V7 Open Reporting Architecture Portfolio

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V7 Cognos Integration Products Include…..

1. Cognos Connection, Viewer (Portal)

2. Cognos Administration Tool

3. Framework Manager (Package Development Tool)

4. Map Manager (Report Developer’s Tool)

5. Report Studio (Report Developer’s Tool)

6. Query Studio (Business User’s Tool)

*These products are a subset of the entire Cognos Portfolio

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Maximo Cognos Report Types

Cognos Query Studio � Ad Hoc Reports

- Individualized Reports

- Focus on responding to Dynamic Business and Project Needs

- Require no sql, technical, report development skills to create

- Target users with multi-role responsibilities

- Accessible from Cognos Portal

Cognos Report Studio � Operational Reports

- Day to day reports your users require for business tasks

- Weekly, Monthly or Quarterly reports to consolidate/review status

- Can be quickly accessed by Variety of Individuals

- Contain complex calculations, graphs, data mappings

- Accessible from Maximo Applications and Cognos Portal

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Cognos Query Studio Reports � Ad Hoc Reports

Examples

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Maximo-Cognos Ad Hoc Reporting Process

You1. Visualize Report

Maximo2. Create Report Object Structure (ROS)- Collection of Database Tables

3. Publish Cognos Meta Data - ROS published -> Meta data for report development

Cognos 4. Create Ad Hoc Report in Query Studio- Using ROS published package from above

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1. You – Visualize Report

Brainstorm the information you need

- What you want to display in your report- How you want it to display

Example –Need to quantify how many open WO’s there are by asset AND number of labor hours to complete

Need to get data from

ASSETWOTRACK

Asset is starting Point

You

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2. Maximo- Create Report Object Structure

Web-Based Report Development Tool

Maximo Database

Background: In Cognos, you create reports based on Meta Data Packages(Collections of Database Objects)

*Key Feature of Maximo-Cognos Process: Simplifying ability to create Cognos Packages AND that reflect Your Database Customizations

Maximo

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How does Maximo-Cognos Integration Simplify this?

CognosMaximo V7

Object Structure Application

Maximo

Capitalize on features existing in Maximo today

To produce information required in Cognos

..which enables hierarchical collections of database objects

..to form Cognos meta data packages

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For our example….

ASSET

WORKORDER

Business Object defines persistent

attributes that are used

ROS = Collection of Business Objects and Relationships

ROS: REP_ASSET_DEMODescription: Asset and WO Details

Object Relationship based on maxrelationship, or sql where clause

assetnum=:assetnumand siteid=:siteid

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Within Object Structure Application- Key ItemsConsumed By = REPORTINGEvaluate Relationships, Cardinality and Database Join Carefully

More details on building ROS in Maximo Cognos Integration Guides

2A. Start by Building Report Object Structure (ROS)

For our example –two objects only. ASSET and WORKORDER

Maximo

http://ibm.co/niokIv

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2B. Clear ROS of extra fields for improved usability

Via Action: ‘Exclude/Include Fields’- Clears ROS of of fields not used for reporting

Maximo

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Maximo-Cognos Ad Hoc Reporting ProcessYou1. Visualize Report

Maximo

2. Create Report Object Structure (ROS)- Collection of Database Tables

3. Publish Cognos Meta Data - ROS published -> Meta data for report development

Cognos 4. Create Ad Hoc Report in Query Studio- Using ROS published package from above

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3. Maximo- Publish Cognos Meta Data from ROS

From Object Structure application, select ROS

..Select action ‘Publish as Cognos Package’

Maximo

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Maximo Application Packages Available

To see published Meta Data…Launch to Cognos

You can then create custom reports based on selected application package

Cognos

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Maximo-Cognos Ad Hoc Reporting ProcessYou1. Visualize Report

Maximo2. Create Report Object Structure (ROS)- Collection of Database Tables

3. Publish Cognos Meta Data - ROS published -> Meta data for report development

Cognos

4. Create Ad Hoc Report in Query Studio- Using ROS published package from above

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4. Cognos – Create Ad Hoc Report in Query Studio

Build content for ad hoc report by selecting fields made available from Cognos package (Published ROS)

Cognos

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Continue to Build Cognos Ad Hoc Report

Add Filters, Calculations and Define Sorting

Add Graphs

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Save, Schedule, Print, Edit…..

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Items to Note: Cognos Ad Hoc Accessibility

�Cognos Ad Hoc reports can only be accessed from Cognos–They are not visible/accessible from Maximo’s Applications Run report Menu

Available in Cognos

Not available within Maximo applications

*Cognos Report Studio reports can be accessed from both Maximo and Cognos

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Items to Note: Report Object Structure Relationships

ROS containing complex relationships are not supported for Cognos Package Publishing

Complex Relationship:assetnum=:assetnum and siteid=:siteid and linetype not in (select value from synonymdomain where domainid='LINETYPE' and maxvalue='TOOL')

Simple Relationship:assetnum=:assetnum and siteid=:siteid

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Agenda1. Overview

2. Maximo-Cognos Ad Hoc Reporting Process

You

Visualize Report

Maximo

Create Report Object Structure

Publish Cognos Meta Data

Cognos

Create Ad Hoc Report in Query Studio

3. Reference Materials, Roadmap, SMC

4. Demo and Questions

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Recap of how you can enable Cognos Integration….

1. Direct

-Client has Cognos License

2. InDirect Thru TCR

-Separate Download/Installfrom Passport Advantage

*TCR = Tivoli Common Reporting

CognosMaximo V7

CognosMaximo V7 TCR

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Reference Materials : http://ibm.co/niokIv

V75_INDIRECTMaximo_TCRCognos84_InstallTCR with Cognos 841

V71_DIRECTMaximo_Cognos84_InstallCognos 84

V71_INDIRECTMaximo_TCRCognos84_InstallTCR with Cognos 84

V75_DIRECTMaximo_Cognos84_InstallCognos 841

Document NameType

Maximo Cognos Installation Instructions: How to Install

Maximo Cognos Integration: How it Works

V75_Maximo_CognosIntegrationDirect/Indirect

V71_Maximo_CognosIntegrationDirect/Indirect

Document NameType

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Enhancements By Release and Roadmap

April 2010Publish Package DescriptionsV7.5.0.0

April 2010Enable direct launch to Cognos Portal

V7.5.0.0

Summer 2012Upgrade to Cognos 10.x

(Direct Integration Only)

V7.5.0.x

April 2010Platform Upgrade

Cognos 8.4 � Cognos 8.4.1

TCR 1.2 � TCR 2.1

V7.5.0.0

December 2009Initial ReleaseV7.1.1.6

TimingDescriptionRelease

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http://ibm.co/nokOHc or

http://www.ibm.com/developerworks/servicemanagement/am

SMC: Launch Point to Dynamic Information SMC

Virtual Technical community of Clients, Business Partners and IBMers - Connecting and Collaborating

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SMC Cognos Report Wiki Pages

http://ibm.co/oKTTp5

Major Report Enhancements by Release

Cognos FAQs

http://ibm.co/GWHgXz

SMC

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Cognos- BIRT Comparison Details

http://ibm.com/xJKa6D

Wiki Page and linked PPT comparing the 2 tools

..as they are included within the Maximo applications

SMC

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Join Maximo Reporting Community TODAY!

SMCSMC Groups..People with common interest

http://ibm.co/zFmoP2

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Other Reference Materials: BiLogs (BI) Blogs!!

Access from SMC……..or follow me on Twitter @andbflo_denny

SMC

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How to Keep Up with On-Line Information?

Attend STE Session June 29, 2012 at 11am EST!

Maximo Reporting - Maximizing your use of On-Line Resources

Presentation will review resources available including -

A. Report Wiki Pages

B. BiLogs (Business Intelligence Blogs)

C. Maximo User Forums

D. SMC Maximo Report Community

Registration: http://ibm.co/MpGTIV

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Agenda

1. Overview

2. Maximo-Cognos Ad Hoc Reporting Process

3. Reference Materials, Roadmap, SMC

4. Demo and Questions

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Questions?

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Backup

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Prep Work – Security

Security Group Application - Grant Application Access to Cognos Reporting

Maximo

Gives user ability to launch directly to Cognos Portal from selected application

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Advantages of creating ROS in Maximo

Huge. Client’s require their Database Customizations for reporting

Captures Client’s Unique Database Customizations

Enables additional client extensions (ex. Override OS Business Rules) + Use by Other Cognos Products

Produces .cpf file which can be opened in FM

Required to begin any Cognos report development

Produces Cognos Meta Data (Package)

Opens up Functionality to Non-Windows Clients

Removes FM Platform Constraints

Significantly Reduces Resources Required for Creation and Maintenance of Packages

- Prior Barrier to Product Acceptance

Removes Complexity of FM Tool

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