Installation Guide24-01-2003Cognos BI2Type the text for the HTML TOC entryType the text for the HTML TOC entryType the text for the HTML TOC entryType the Title Bar text for online helpCognos Series 7 Version 2Version 2

Installation Guide

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Cognos Series 7 Solutionfor Windows

Installation Guide

Product InformationThis document applies to Cognos Series 7 Version 2 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos support Web site (http://support.cognos.com).

CopyrightCopyright (C) 2003 Cognos IncorporatedWhile every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document.This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to either the product or the document will be documented in subsequent editions.U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR52.227-19, as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803.This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of this software is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos Incorporated.Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies.Information about Cognos Products and Accessibility can be found at www.Cognos.com

Welcome 9Chapter 1: MR1 Installation and Configuration Documentation Updates 11

Windows Server 2003 Installation and Configuration 11Java Virtual Machine Support for Windows Server 2003 11Confirm Administrator Privileges for Windows Server 2003 12Configure Your Web Server for Windows Server 2003 12Configure a DNS for Your Sun ONE Directory Server 13Configure Internet Information Server and Internet Explorer Security 13

Alternate Extensions for Gateway Files 14CGI Gateways 15

New Configuration Manager Properties 15Webcontent Root Directory Property 15Upfront File Manager Disabled Properties 16ODBC Driver Manager Property 17Configuring Cognos NoticeCast 17

Enhanced support for NSAPI Gateways 18Configure NSAPI Gateways 18

Part 1: Making Installation Decisions 21Chapter 2: Types of Installations 23

Default Installation 23Custom Installation 24Upgrade Installation 25Other Installation Types 26

Chapter 3: Cognos Series 7 Components 27Cognos Series 7 Reporting 27Cognos Series 7 Query 30Cognos Series 7 OLAP 32Cognos Series 7 PowerPlay Transformer Edition 35Cognos Series 7 Alerts/Notifications 37Cognos Series 7 PowerPlay User 39Cognos Series 7 Impromptu User 40Cognos Series 7 Impromptu Administrator 41Cognos Series 7 Visualization 43Cognos Visualizer User Series 7 45Cognos Supplementary Software 46Support Files 47Default Settings 47

Ports 49Chapter 4: Mixed Version Environments 55

Configuring Mixed Version Environments 56

Table of ContentsInstallation Guide 3

Part 2: Installing and Testing Cognos Series 7 59Chapter 5: Installing by Using Default Settings 61

Verifying Your System Requirements 61Verify Administrator Privileges 62Create a TEMP System Variable 62Set Database Environment Variables 64Create a Database and Database User for Cognos NoticeCast 64

Installing a Directory Server 65Install ObjectStore 65Installing Cognos Series 7 66

Stop Services 66Install Cognos Components 66

Finishing the Installation 68Configure Your Web Server 68Complete the Configuration for Cognos Series 7 Alerts/Notifications 71

Whats Next? 76Chapter 6: Installing by Distributing Components 77

Verifying Your System Requirements 77Preparing for the Installation 77

Verify Administrator Privileges 78Create a TEMP System Variable 78Create the Database User for Cognos NoticeCast 79

Installing a Directory Server 80Install ObjectStore 80Installing Cognos Series 7 Components 81

Stop Services 81Copy the Components 81

Configuring Cognos Series 7 83Using the Configuration Manager 84Configure the Web Server 84Configure the Directory Server 88Configuring Component Settings 90Configuring Cognos NoticeCast Components 91Apply the Configuration 95Start Services 95Specify the Authentication Source 97

Whats Next? 97Chapter 7: Installing to Upgrade 99

Verifying Your System Requirements 99Preparing for the Installation 100

Verify Administrator Privileges 100Create a TEMP System Variable 100Create the Database User for Cognos NoticeCast 101

Upgrading to Sun ONE Directory Server 102Upgrade ObjectStore Software 102Upgrading Cognos Series 7 Components 103

Stop Services 103Copy the Components 1044 Cognos Series 7 Solution for Windows

Configuring Cognos Series 7 105Using the Configuration Manager 106Configure the Web Server 106Configure the Directory Server 110Specify the Authentication Source 113Configuring Component Settings 114Configuring Cognos NoticeCast Components 114Apply the Configuration 119Start Services 119

Whats Next? 120Chapter 8: Testing the Installation 121

Test Your Web Server 121Test ObjectStore 121Test the Directory Server 122Test the Ticket Server 123Test Upfront 124Test Cognos Series 7 Reporting 124Test Cognos Series 7 Query 125Test Cognos Series 7 OLAP 126Test Cognos Series 7 PowerPlay Transformation Server 126Test Cognos Series 7 Alerts/Notifications 127Test Cognos Series 7 Visualization 127Testing Distributed Sorting 128

Part 3: Upgrading Data 129Chapter 9: The Upgrade Process 131

Planning the Upgrade 131In-Place Upgrade 131Staged Upgrade 131

The Upgrade Process 132Do I Need to Back Up Before I Start? 132

Upgrade Checklist 132Checklist for Files You Need 133Conventions Used in the Upgrade Instructions 134

Service and Process Names 134Chapter 10: Upgrading Application Data 137

Upgrading Upfront 137Pack the Upfront Data Store (Required) 138Unpack the Upfront Data Store 139Copy Upfront Themes (optional) 141Verify That Themes Are Assigned to Users (optional) 141Verify That the Web Alias Information Is Updated 141

Upgrading Cognos Query 142Pack Cognos Query Data (Required) 142Unpack Cognos Query Data (Required) 145

Upgrading Impromptu Web Reports 148Pack the Impromptu Web Reports Data Store (Required) 148Unpack the Impromptu Web Reports Data Store (Required) 149Copy the 7.0 PPSRoot Directory 152Secure PowerPlay Enterprise Server 153Upgrade PowerPlay Metadata 153

Upgrading Cognos Visualizer 156Pack Cognos Visualizer Data (Required) 157Unpack Cognos Visualizer Data (Required) 160Installation Guide 5

Upgrading Cognos NoticeCast 162Update the Gateway URLs for All Associated Servers (Required) 162Update the JDBC Driver Path in NoticeCast Server Administration 163

Update the Gateway URLs in Upfront for All Associated Servers 163Whats Next? 164

Chapter 11: Upgrading Client Data 165PowerPlay for Windows 165PowerPlay for Excel 165Impromptu 165Web Browsers 165Custom Macros and Other Applications 166Cognos Macros 166Architect 166PowerPlay Transformer 166Upgrading Cognos Visualizer Visualizations 166

Chapter 12: Moving Permanently to Your New Version 169Uninstall Version 7.0 Components 169Upgrade the Namespaces (optional) 169

Appendix A: UninstallingCognos Series 7 171

Uninstall the Cognos Components 171Uninstall Sun ONE Directory Server 173Uninstall ObjectStore 173

Appendix B: Other Types of Installations 175Setting Up an Unattended Installation 175

Set Up an Unattended Copy of Cognos Components 175Set Up an Unattended Configuration of Cognos Components 177

Setting Up Installation Files on the Network 178Setting Up an Administrative Installation 178Set Up a Workstation Installation 179

Perform the Workstation Installation 179Install Multiple Instances of a Cognos Product Gateway on the Same Computer 180

Appendix C: Alternative Upgrades 183Upgrading PowerPlay Enterprise Server 183

Deployment Manager Commands You Need for the Upgrade 183Pack Cognos PowerPlay Enterprise Server Data (Required) 184Unpack Cognos PowerPlay Enterprise Server Data (Required) 186

Upgrading Cognos Visualizer 188Preparing the environment for upgrade 189Upgrading Cognos Visualizer Web Server 189Upgrading Cognos Visualizer Visualizations 189

Update the Gateway URLs in Upfront for All Associated Servers 190Appendix D: Troubleshooting 193

Troubleshooting Resources 193General Problems 1946 Cognos Series 7 Solution for Windows

Common Problems 196Cannot Find Samples Folder or Files 196Cannot Open a Sample File 196Ticket Server Not Responding 197Cannot Start and Stop Ticket Server Using Configuration Manager 198Access Manager Service Failure or Problems with Authentication or Access

Privileges 198Cannot Establish Connection to NoticeCast Data Store After Applying Default

Configuration 199JDBC Driver Not Included in Class Path After Default Configuration 201

Appendix E: Additional Products and Services 203Install Distributed Component Object Model 203Install Microsoft Data Access Components 203Install Microsoft JVM 204Configure Windows 2000 Active Directory 205Install Adobe Acrobat Reader 208

Appendix F: Installation Checklist for Windows 211Index 219Installation Guide 7

8 Cognos Series 7 Solution for Windows

Welcome

This document contains installation instructions for the suite of Cognos Series 7 products.

What Is in This DocumentThis document contains instructions for doing the following types of installations. We recommend you start with the first chapter in this book to determine which installation type you want to use: New, default installations. All components are selected for you and the default configuration

settings are applied automatically. It is assumed you are installing all Cognos components and all third-party components on a single computer.

Predominantly default installation, but with some minor changes. You may need to change some things such as the port number used by one component. This may be the case if a third-party component such as a directory server is on a separate computer or if you are upgrading from a previous version.

Custom installations including distributing components across multiple computers and multiple platforms. You want to select the components to install and configure the components with your own custom settings.

Upgrade installations from a previous release of Cognos Series 7.

What You Need to Know to Use This Document EffectivelyYou should be a Windows user and have some experience installing software on Windows computers.

Other Information Our documentation includes user guides, tutorial guides, reference books, and other pieces to meet the needs of our varied audience. All information is available in online help. Online help is available from the Help button in a Web browser, or the Help menu and Help button in Windows products.The information in each online help system is available in online book format (PDF). However, the information from a given help system may be divided into more than one online book. Use online books when you want a printed version of a document or when you want to search the whole document. You can print selected pages, a section, or the whole book. Cognos grants you a non-exclusive, non-transferable license to use, copy, and reproduce the copyright materials, in printed or electronic format, solely for the purpose of providing internal training on, operating, and maintaining the Cognos software.In Windows products, online books are available from the Windows Start menu (Cognos) and from the product Help menu (Books for Printing). In a Web browser, online books may be available from the Welcome section of the help system, or from within the Cognos Web portal (Upfront). All online books are available on the Cognos documentation CD. You can also read the product readme files and the installation guides directly from the Cognos product CDs. Only the installation guides are supplied as printed documents. Installation Guide 9

Welcome The following documents contain related information, and may be referred to in this document.

Note: For updates to readme files and product documentation, see the Cognos support site (http://support.cognos.com). You must log on as a supported customer.Questions or Comments?For additional technical information about using Cognos Series 7 products, visit the Cognos support Web site (http://support.cognos.com).

Topic Location

How to use the product samples for testing and how to troubleshoot the installation

Installation Testing and Samples Setup Guide online book (PDF)

How to plan for an advanced or distributed installation

Planning Advanced Installations Guideonline book (PDF)

How to configure components

Configuration Manager User Guideonline book (PDF) and Windows help

How to package business intelligence data and move it between Cognos environments.

Deployment Manager User Guideonline book (PDF)10 Cognos Series 7 Solution for Windows

Chapter 1: MR1 Installation and Configuration Documentation Updates

Windows Server 2003 Installation and ConfigurationThe installation guide includes installation and configuration instructions for the following Microsoft Windows operating systems: Windows 98 Windows NT Windows XP Windows 2000To install and configure Windows Server 2003, follow the instructions for Windows 2000 with the following exceptions: Java Virtual Machine Support for Windows Server 2003 Confirm Administrator Privileges for Windows Server 2003 Configure Your Web Server for Windows Server 2003 Configure a DNS for Your Sun ONE Directory Server Configure Internet Information Server and Internet Explorer Security

Java Virtual Machine Support for Windows Server 2003The Microsoft Java Virtual Machine (JVM) is not included with Windows Server 2003. If you are installing Cognos NoticeCast Authoring or PowerPlay Web Launch on a Windows Server 2003 computer that does not already have a JVM, you are prompted to install a JVM.

Steps to Check Whether a JVM Is Installed1. Click Start, Programs, Command Prompt to open a DOS window.2. Go to the installation_location\bin directory.3. Type wjview, and then press Enter.

If the WJView Help window appears, you have a JVM installed on your computer. Otherwise, you must install it.

Steps to Install a JVM1. Start the installation menu from your Cognos Supplementary CD as follows:

If you insert the CD, the installation menu should appear. Click Install Support Files, and then double-click the Microsoft folder, JVM folder, and msjavx86.exe.

If no installation menu appears, go to the Support Files\Microsoft\JVM folder on the CD and double-click msjavx86.exe.

If you are installing from your network, double-click msjavx86.exe in the JVM folder where your system administrator copied the third-party support files.

Note: JVM must be version 5.00.3188 or higher. For the latest JVM version see www.microsoft.com.

2. In the File Download dialog box, click Open.3. Click Yes, to confirm that you want to install Microsoft Java Virtual Machine and then click

Yes again to accept the license agreement.4. Restart your computer after the installation is finished.Installation Guide 11

Chapter 1: MR1 Installation and Configuration Documentation Updates Confirm Administrator Privileges for Windows Server 2003Before you install Windows Server 2003, you must confirm that you have administrator privileges on your computer. If you do not have administrator privileges, ask your system administrator to add you to the Administrator group.

Steps1. Right-click the My Computer icon and click Manage.2. Expand Local Users and Groups.3. In the left pane of the Computer Management window, click Groups.4. In the right pane of the Computer Management window, double-click Administrators.5. Ensure that your user ID or your group ID appears in the Members list.

Configure Your Web Server for Windows Server 2003To configure your Web server, you must create the following virtual directories using Internet Information Services Manager (IIS): webcontent cgi-bin helpThe virtual directories in the Alias column of the following table are required for all Web servers. You can use the following alias names or use different alias names. Replace the installation_location in the Location column with the location where you installed your Cognos product. The default location is C:\Program Files\Cognos\cer3.

Steps for the Webcontent Directory1. Click Start, Settings, Control Panel.2. Double-click Administrative Tools, and then double-click Internet Information Services

Manager.3. In the left pane of the Internet Information Services Manager window, expand the folder

that has your computer name.4. Expand the Web Site folder.5. Right-click the folder that contains the Web site where you will run your Cognos product.

Tip: If you have only one Web site, its default name is Default Web Site.6. Select New Virtual Directory.7. In the Virtual Directory Creation Wizard dialog box, click Next.8. In the Alias text box, type cognos, and then click Next.9. Click Browse, select the installation_location\webcontent folder, and then click Next.10. Ensure that the Read and Run-scripts check boxes are selected.11. Click Next, and then click Finish.

Steps for the cgi-bin Directory1. In the left pane of Microsoft Management Console, right-click the folder called Cognos

and click New Virtual Directory.2. In the Virtual Directory Creation Wizard dialog box, click Next.

Alias Location Permission

cognos installation_location\webcontent Read

cognos/cgi-bin installation_location\cgi-bin Execute

cognos/help installation_location\Documentation Read12 Cognos Series 7 Solution for Windows

Chapter 1: MR1 Installation and Configuration Documentation Updates3. In the Alias text box, type cgi-bin, and then click Next.4. Click Browse, select the installation_location\cgi-bin folder, and then click Next.5. Ensure that the Read, Run-scripts, and Execute check boxes are selected.6. Click Next, and then click Finish.

Steps for the Help Directory1. In the left pane of Microsoft Management Console, right-click the folder called Cognos

and click New Virtual Directory.2. In the Virtual Directory Creation Wizard dialog box, click Next.3. In the Alias text box, type help, and then click Next.4. Click Browse, select the installation_location\Documentation folder, and then click Next.5. Ensure that the Read and Run-scripts check boxes are selected. 6. Click Next, and then click Finish.

Configure a DNS for Your Sun ONE Directory ServerYou must configure a Domain Name System (DNS) for the computer where you are installing Sun ONE Directory Server. The DNS configuration specifies the domain that the server belongs to.

Steps1. From the Start menu, click Settings, Control Panel.2. Double-click System, and click the Computer Name tab.3. Click Change.4. In the Computer name box, type the name of your computer.5. Click More.6. In the Primary DNS suffix on this computer box, type the name of the domain that you

want the server to belong to such as, yourcompany.com, and click OK.7. Click OK twice.8. If prompted, restart your computer to apply the changes.

Configure Internet Information Server and Internet Explorer SecurityThere are enhanced security settings in Windows Server 2003 for Internet Information Services and Internet Explorer. These settings are enabled by default when you start Internet Explorer. Follow the instructions in this section to ensure that Cognos products function as required with the enhanced security settings.

Internet Information Services SettingsYou must set up Internet Information Services to allow access to the .exe and .cgi files in the cgi-bin directory of Cognos products that use Upfront.You can either allow all unknown CGI extensions to run or allow Cognos extensions specifically. If you choose to allow all unknown extensions this effectively turns off the enhanced security.

Steps to Allow All Unknown CGI Extensions1. Click Start, Settings, Control Panel.2. Double-click Administrative Tools, and then double-click Internet Information Services

Manager.3. In the left pane of the Internet Services Manager window, expand your local computer

directory, and then click Web Service Extensions.Installation Guide 13

Chapter 1: MR1 Installation and Configuration Documentation Updates 4. In the right pane of the window, click All Unknown CGI Extensions, and then click the Allow button.The Information Services Manager prompts you to either accept or refuse to allow All Unknown CGI Extensions.

5. Click Yes.

Steps to Allow Cognos Web Service Extensions1. Click Start, Settings, Control Panel.2. Double-click Administrative Tools, and then double-click Internet Information Services

Manager.3. In the left pane of the Internet Services Manager window, expand your local computer

directory.4. In the left pane of the Internet Information Services Manager window, right-click Web

Service Extensions, and then select Add a new Web service extension.5. In the Extension name box, enter a name for the Cognos extension.6. In the Required Files box, enter the file names that correspond to your Cognos product

gateway programs.All of these files are located in installation_location\cgi-bin.The file names are detailed in Alternate Extensions for Gateway Files. There are two additional files not listed in the table for Access Manager, accessadmin.exe with the alternate file extension accessadmin.cgi and login.exe with the alternate file extension login.cgi that should also be added.

7. Click the Set extension status to Allowed check box, and then click OK.

Internet Explorer SettingsIf you want to use enhanced security, all the sites that your Web browser opens must be trusted sites. If Internet Explorer stops loading the page, the problem can be that you tried to access a server location that is not in the list of trusted sites. To solve the problem, in the error message that appears, click Add. The server location is added to the list of trusted sites.Alternatively, the problem can be that the enhanced security setting is prohibiting the script type that the page is running. To solve the problem, from the incomplete page, click File, select Add this site to, and click Trusted Sites Zone. This page is added to the trusted sites list.

Alternate Extensions for Gateway FilesCognos products use gateways with .exe and .cgi file extensions by default. You may have security policies to prevent .exe files from running on your Web servers. You can choose to use .cgi versions of all gateways. For more information, see the Configuration Manager User Guide.

Server group Default file extension Alternate file extensionCognos Query cqcgi.exe cqcgi.cgi

Impromptu Web Reports imrap.cgi imrap.exe

PowerPlay Enterprise Server ppdscgi.exe ppdscgi.cgi

Upfront upfcgi.exe upfcgi.cgi

Upfront File Manager fmcgi.exe fmcgi.cgi

Cognos NoticeCast upfcgi.exe upfcgi.cgi

Cognos Visualizer vizcgi.exe vizcgi.cgi14 Cognos Series 7 Solution for Windows

Chapter 1: MR1 Installation and Configuration Documentation UpdatesCGI GatewaysModify the gateway properties in Configuration Manager to use the file extension of your choice.

Steps to Change Gateway Properties in Configuration Manager1. In Configuration Manager, click the Server Configuration tab.2. Expand All Server Groups.3. For each server group you want to change, change the Gateway URL property to identify

the correct Web alias and gateway file.For example, by default, the Upfront gateway is upfcgi.exe. To use the .cgi gateway, you would change the Gateway URL property to upfcgi.cgi.

4. In the Actions menu, click Apply Topology.For distributed installations, import the server configuration file (cern.csx) to other computers to complete the configuration. For more information, see the Configuration Manager User Guide.

5. If you changed any of the gateway settings for your Upfront server group, complete the steps 6, 7, and 8. If you did not change the gateway, skip to step 9.

6. Click the Components tab, and then expand Upfront.Gateway.General7. Modify the Web Program Alias to use the same setting you used for the Upfront Gateway

URL on the Server Configuration tab.8. From the Actions menu, click Apply Selection.9. Use the Upfront NewsItem Gateway Manager to ensure all existing Cognos applications

use the new gateways.For more information, see the Cognos Web Portal User Guide.Note: Any application or saved report with embeded references, such as Visualizer or Impromptu Web Reports reports with drill-through targets or Visualizer panel actions must be configured to use the newly configured gateways.

10. Start Upfront ServicesNote: Access Manager gateways do not appear in the server configuration tab of Configuration Manager. This gateway is automatically determined based on the Upfront gateway type. For more information, see the Configuration Manager User Guide.

New Configuration Manager PropertiesYou can change configuration settings using Configuration Manager.

Webcontent Root Directory PropertyIn previous Cognos Series 7 versions, Upfront Server Administration was used to update the location of the Web Content Root Directory. In this release (Cognos Series 7, Version 2, Maintenance Release 1), the Web Content Root Directory field in Upfront Server Administration is read-only. The Web Content Root Directory is derived from the Upfront Server Group Gateway URL property managed by Configuration Manager. Before you proceed with the following steps, you must stop the Upfront services.

Steps1. Start Configuration Manager.2. In the Welcome page, click the Start tab.3. Click Open the current configuration.4. Click the Server Configuration tab.5. Expand All Server Groups and click Upfront Server Group.6. Change the Gateway URL location to match your environment.7. From the Actions menu, click Apply Topology.Installation Guide 15

Chapter 1: MR1 Installation and Configuration Documentation Updates 8. For distributed installations, you must import the server configuration file (cern.csx) on other computers to complete the configuration.

9. Start the Upfront Services.Object hierarchy: Cognos Shared.Runtime Parameters.Server Configuration.All Server Group's.Upfront Server Group.Gateway URL

Upfront File Manager Disabled PropertiesTo enable or disable the Upfront File Manager, you must set properties for each Upfront server and Upfront gateway. For example, you can disable the Upfront File Manager so that third-party content cant be published to Upfront.Before you proceed with the following steps, you must stop the Upfront services.

Steps1. Start Configuration Manager.2. Click Open the current configuration.3. Expand Upfront.Gateway.General. 4. Change the value for the File Manager Server Enabled property to false.5. Expand Upfront.Gateway.General.6. Change the value for the File Manager Gateway Enabled property to false.7. Click the Upfront File Manager, and then apply the changes.8. Expand Upfront and click the Upfront Server.9. Start the Upfront Services.10. Repeat steps 1 to 9 for each Upfront Server and Upfront Gateway installation.Object hierarchy: Upfront File Manager.Gateway.General and Upfront File Manager.Server.General

Property Default value Description

Gateway URL /cognos/cgi-bin/upfcgi.exe

The URL of the top-level directory in the hierarchy of the Upfront Web content. If this property is set incorrectly, the browser cannot find the files that are used to construct the Upfront interface and the Upfront help.

Property Default value Description

File Manager Server Enabled

True This property determines whether the Upfront File Manager is enabled or disabled on the Upfront server.

File Manager Gateway Enabled

True This property determines whether the Upfront File Manager is enabled or disabled on the Upfront gateway.16 Cognos Series 7 Solution for Windows

Chapter 1: MR1 Installation and Configuration Documentation UpdatesODBC Driver Manager PropertyTo configure an ODBC gateway on UNIX, you must set the ODBC Driver Manager property. The value of this property determines which database types your computer can access.For a list of the supported databases for these driver managers, visit http://support.cognos.com/support/products/software_environments.html

Steps1. In UNIX, go to the installation_location/bin directory.2. Type configure to start the Configuration Manager command line interface.3. Type cd computer_name 4. Type cd Services.UDA.General 5. Type ls

All the properties of the General category are shown with their default values.6. Specify the value of the ODBC Driver Manager property.

Type set "ODBC Driver Manager"=NCR to access a Teradata database.Tip: NCR is the default value.

Type set "ODBC Driver Manager"=DataDirect to access an SQL Server database.7. Type apply

Your change is applied to the configuration.Object hierarchy: Services.UDA.General.ODBC Driver Manager

Configuring Cognos NoticeCastThe change below is an amendment to existing Cognos Series 7 Version 2 installation and configuration documentation.In Configuration Manager, the Data Store Connection File property has moved. It is no longer located in Cognos NoticeCast.NoticeCast Data Store.General. The Data Store Connection File property is now located in Cognos NoticeCast.NoticeCast Data Store.Connection File.This change should be noted when reading the following documentation: Cognos Series 7 Solution for UNIX Installation Guide Cognos Series 7 Solution for Windows Installation Guide Cognos Series 7 Configuration Manager User GuideTip: Existing Configuration Manager scripts need to be updated if they contain the relocated Data Store Connection File property.

Property Default value Description

ODBC Driver Manager

NCR This property determines which driver manager is used to configure the ODBC gateway on UNIX.Change this value to DataDirect to access an SQL Server databaseInstallation Guide 17

Chapter 1: MR1 Installation and Configuration Documentation Updates Enhanced support for NSAPI GatewaysYou can now use a single Sun ONE (formerly iPlanet) Web server with multiple server groups and NSAPI gateways. This configuration method allows the Web server to work with more than one copy of each product gateway, and replaces the method described in the Configuration Manager User Guide in these cases. This applies to the following Cognos components: Impromptu Web Reports Cognos Query PowerPlay Enterprise Server Upfront Upfront File Manager Cognos Visualizer ServerThe following instructions replace the "Configure NSAPI Gateways" topic in the Configuration Manager User Guide.

Configure NSAPI GatewaysTo use NSAPI gateways you modify the gateway properties in Configuration Manager and in the iPlanet configuration files. If your environment includes reports published to Upfront using a different gateway, you must update the gateway settings in Upfront to use the new gateway.

Steps to Change Gateway Properties in Configuration Manager1. In Configuration Manager, click the Server Configuration tab.2. Expand All Server Groups.3. For each server group, change the Gateway URL property to identify the NSAPI gateway.

Refer to the list of alternate gateways in the Configuration Manager User Guide for the exact file name to use for each product.For example, by default, the Upfront gateway is upfcgi.exe.To use the NSAPI gateway, change to Gateway URL property to show the Upfront NSAPI file.

4. From the Actions menu, click Apply Topology.5. For distributed installations, you must import the server configuration file (cern.csx) on other

computers to complete the configuration.6. If you changed the gateway for an Upfront server group, complete the following steps.7. Click the Components tab, and then expand Upfront.Gateway.General.8. Modify the Web Program Alias to use the same setting you used for the Upfront Gateway

URL on the Server Configuration tab.9. From the Actions menu, click Apply Selection.

Steps to Change Gateway Properties in Upfront To change the gateway settings for reports already published to Upfront, use the NewsItem

Gateway Manager, which is available from the Administration NewsBox in Upfront.For more information, see the Cognos Web Portal User Guide.

Change iPlanet Settings for NSAPI GatewaysFor iPlanet, you must change several settings in configuration files installed with iPlanet, and, for UNIX installations, you must modify the start script.The iPlanet configuration files, obj.conf and magnus.conf, are installed in the /config folder of the iPlanet installation.18 Cognos Series 7 Solution for Windows

Chapter 1: MR1 Installation and Configuration Documentation UpdatesIn the following steps, replace with the prefix of the Cognos product you are configuring.

Steps to Modify the iPlanet Configuration Files1. In obj.conf, for each Cognos product, add the following assign-name directive in the

'' section before the 'NameTrans fn="pfx2dir" from="/cognos/cgi-bin"' directive.NameTrans fn="assign-name" name="nsapi" from="/cognos/cgi-bin/nsapi*" For example, the following assign-name directive is used to implement nsapi for PowerPlay Enterprise Server.NameTrans fn="assign-name" name="ppdsnsapi" from="/cognos/cgi-bin/ppdsnsapi*"

2. In obj.conf, for each Cognos product, add the following object section after the '' section.

Service fn="nsapi" method="(POST|HEAD|GET)"

For example, the following object section is used to implement nsapi for Upfront.

Service fn="upfnsapi" method="(POST|HEAD|GET)"

3. One NSAPI module services the entire set of server groups for multiple server group installations. In such a configuration, each server group is distinguished using a unique URL. For n server groups, you require n NameTrans mappings and n Object elements:NameTrans fn="assign-name" name="nsapi" from="< url prefix for nth group>/cgi-bin/nsapi*"Each NameTrans has an associated Object element:

Service fn="nsapi" method="(POST|HEAD|GET)" GatewayDirectory=""

For example, the following section is used for Cognos Query.NameTrans fn="assign-name" name="cqnsapi1" from="< url prefix for 1st group>/cgi-bin/cqnsapi*"

Service fn="cqnsapi" method="(POST|HEAD|GET)" GatewayDirectory=""

Cognos Product Prefix

Cognos Query cq

Impromptu Web Reports imrap

PowerPlay Enterprise Server ppds

Cognos Visualizer Server viz

Upfront upf

Upfront File Manager fmInstallation Guide 19

Chapter 1: MR1 Installation and Configuration Documentation Updates 4. Add the following lines in the Init section of the obj.conf file (for iplanet4) or the magnus.conf file (for iplanet6):Init fn="load-modules" shlib=" /nsapi. " funcs="nsapi,nsapi-init"Init fn="nsapi-init" GatewayDirectory="" where is the full path to the installed Cognos cgi-bin directory This extension is based on the platform you are running on. For Windows 'dll', for HP-UX 'sl', and for AIX and Solaris 'so'.This ensures that the NSAPI shared library gateways are loaded when you start your iPlanet server.For example, the following section is used to implement nsapi for PowerPlay Enterprise Server on Windows.Init fn="load-modules" shlib="D:/Program Files/cognos/cer3/cgi-bin/ppdsnsapi.dll "funcs="ppdsnsapi,ppdsnsapi-init"Init fn="ppdsnsapi-init" GatewayDirectory="D:/Program Files/cognos/cer3/cgi-bin"

5. If you are running Solaris, append the following to the 'load-modules' directive.shlib_flags="(default|parent|group)"

6. In the magnus.conf, verify that the StackSize option is set to at least 300000.Note: You may experience performance issues with request transfers with StackSize values less than 400000.

7. On all UNIX platforms, create the following symbolic link from the directory that contains the obj.conf file by typing in the following command:ln -s //cer3/cgi-bin/*.enc ./

8. To apply the changes, restart the Web server.9. If iPlanet is installed on UNIX, complete the following steps to modify the start scripts.

Steps to Modify the Start Script on UNIX1. Modify the code at the top of your Web server's start script (below #!/bin/sh) to match the

following. Replace with the full path to the installed Cognos bin directory and with the full path to the installed Cognos cgi-bin directory.LD_LIBRARY_PATH=${LD_LIBRARY_PATH}::; export LD_LIBRARY_PATHLIBPATH=${ LIBPATH }::; export LIBPATHSHLIB_PATH=${ SHLIB_PATH }::; export SHLIB_PATH

2. If you are running iPlanet on AIX, change the following line in the start scriptLIBPATH=${LIBPATH}:${LD_LIBRARY_PATH}:/usr/lib/threads:/usr/ibmcxx/lib:/usr/lib:/lib; export LIBPATH

toLIBPATH=${LD_LIBRARY_PATH}:${LIBPATH}:/usr/lib/threads:/usr/ibmcxx/lib:/usr/lib:/lib; export LIBPATH

3. To apply the changes, restart the Web server.

Steps to Modify the Path Environment Variable on Windows1. Click Start, Control Panel, System.2. Select the Environment tab in System Properties.3. Under System Variables, select the Path variable.4. Append the path to Cognos bin and cgi-bin.5. Set the new value.20 Cognos Series 7 Solution for Windows

Part 1: Making Installation DecisionsInstallation Guide 21

22 Cognos Series 7 Solution for Windows

Chapter 2: Types of Installations

Whenever you install a Cognos product, components are selected, the necessary files are copied to the computer you choose, properties are configured for each component, and the configuration is applied. The difference among the types of installations is the extent of choices you make versus the choices made automatically for you.

What Type of Installation Do I Want?When you accept the choices made by Cognos, you must still choose a computer and check that all the prerequisites are met, including installing third-party products. Then after the installation, we recommend that you test the installation using your own data or the samples supplied by Cognos. When you change the choices made by Cognos, some degree of additional preparation is needed. For minor changes, you may need only to check configuration settings. For a fully distributed installation with existing data and software, more planning time will be needed.When you are upgrading from a previous release, more choices must be made; perhaps retaining two separate environments, running mixed version environments, or changing to a different topology altogether.Note: For instructions about configuring mixed version environments, multiple server groups, and relative URLs, see "Common Configuration Tasks" in the Configuration Manager User Guide.Upgrading from any Cognos Series 7 release to Cognos Series 7 Version 2 is covered in this guide. If you are upgrading from a pre-Series 7 release, you must first upgrade to Cognos Series 7 using the instructions in the installation guide for your 7.0 product.Note: This guide does not provide instructions for a minimal installation. Minimal installations are available for Impromptu Administrator for Windows and PowerPlay Transformer Edition for Windows and UNIX. A minimal installation is used to install only the components that are required to run Cognos Series 7, without common security, modeling, or portal functionality.We highly recommend you also read the overview sections in this chapter, which will help you choose the type of installation that is best suited to your situation.

Default InstallationWhen you choose a default installation, you must check the system requirements, choose a single computer to install the products on, and install the supporting third-party software. The following choices are automatically made: All required files are copied to one computer. Default settings chosen by Cognos are used for configuration. The default configuration can be automatically applied. Services and processes are automatically started (if applicable).Installation Guide 23

Chapter 2: Types of Installations Do I Want this Method?This installation is best used when you are setting up a test or evaluation environment, and there are no existing conditions that make the default choices inappropriate. This method is also useful for small production environments. This is the quickest and easiest way to get started. Your computer must have adequate disk space to hold all the Cognos software, third-party software, and potentially growing data stores and directories. If you are a new customer who has no previous versions of Cognos products and no previous versions of the third-party products and you want to install the software for evaluation or testing, this is the method you would choose. If you review the default settings and components, you may find you want all the default components, but a few configuration settings need to be changed. You can still choose a default installation. However, you can make configuration changes for some properties in the Configuration Wizard, which appears after the installation program has copied the files, or by choosing to launch Configuration Manager. After you change the necessary settings, you apply the configuration settings to your computer. For example, if you already have a directory server that is not using the default port, or a base distinguished name (DN) that is different from the Cognos default, you would simply use the Configuration Wizard to change these settings for the directory server properties. Note: For Cognos Series 7 Alerts/Notifications, even the default installation option requires you to complete some configuration. Specific settings cannot be determined automatically because they depend on the third-party database you are using. The following third-party databases are supported: Oracle, IBM DB2, Microsoft SQL Server, and Informix. You must configure the Cognos product for the type of database you are using.

Where are the Instructions I Must Follow?For instructions about how to install all components using default configurations settings, or with minor configuration changes, see "Installing by Using Default Settings" (p. 61).

Custom InstallationIf you want to make all the choices, you will want to do a full custom installation. For example, if you want to use a distributed environment and choose the components and where you

want to copy them to, you will want to do a custom installation. if you are implementing multiple server groups, you can use the custom installation option to

install only the required components on one or more computers.For more information about multiple server groups, see the Configuration Manager User Guide.

This installation method lets you install server components, such as dispatchers, server components and multiple instances, across more than one computer and even across platforms. It provides the most flexibility and requires the most knowledge. You will need to know what has to be configured for each component so that components can communicate together.To use this installation method, you copy only the components you want on one computer by selecting the Custom installation type and then selecting specific components. Then during the installation process, you indicate one of two options: Open Configuration Manager and configure the components now. Exit the installation and configure the components later.You then repeat this process on each computer until you have all components installed and configured to complete the installation.

Do I Want this Method?If you are setting up a production environment and want maximum performance, you will likely want this method. For example, you may want to install the application server components on one computer and the gateways and Web server components on another computer.You may also want to separate the security components and install the ticket server on the same computer that you have the third-party directory server installed on.24 Cognos Series 7 Solution for Windows

Chapter 2: Types of InstallationsIf you have users that will be using only certain components such as administration tools, you will likely want this method to install only the required pieces at the appropriate locations even if you choose the default configuration for the components you selected. For example, it is often convenient to have a local Windows workstation as the administration computer. For example, from this workstation, an administrator can publish report sets to Upfront.

Where are the Instructions I Must Follow?If choosing this method, we highly recommend you first read the Planning Advanced Installations Guide. We also recommend that you create an installation schematic and use the Installation Checklist, (p. 211) to record all the configuration settings you plan to use. For instructions about how to complete the installation, see "Installing by Distributing Components" (p. 77).If you are doing a mixed installation and are distributing server components across UNIX and Windows computers, you will need this installation guide as well as the corresponding installation guide for the other platform. You can download the other installation guide from the Cognos support site (http://support.cognos.com).

Upgrade InstallationIf you are a customer who has a previous release of Cognos Series 7, you will have some choices to make before you upgrade. You can choose to upgrade some or all of the Cognos products you use from 7.0 to 7.1. You may have Cognos applications that you built and want to migrate to the next version. In

this case, you will want to do a full upgrade both of the software and of your application data. You have no Cognos application data, or none that you want to migrate to the new version.

In this case, you will just upgrade the software.Additionally you will decide what computer(s) you are going to use for the upgrade: If you are using the same computer(s) that currently run your previous version, you will do

an in-place upgrade.Service will be interrupted while you are installing the new software and upgrading the application data. However, you can upgrade one product at a time and keep other products running in the old version.

If you are using separate computer(s) for the upgrade, you will do a staged upgrade.Service can continue because your previous version is running on different computer(s). The new environment may simply be your test environment and after you are satisfied that the new version is upgraded and tested, you may intend to deploy everything back to your production environment.

Software Upgrade - Do I Want This Method?The software upgrade is the first step for all upgrade scenarios. You will need to decide if you want to continue to run your previous version of Cognos Series 7 and whether you will run it at the same time as the new version or switch back and forth between versions. You can continue to run your 7.0 data with your 7.1 software, but your applications will not be able to take advantage of new features.You can, for example, install the new version using all the same port values and web aliases, which means that end users dont have to learn new aliases, but then only one version can be active at a time. You will have some overhead in the management of services and processes, making sure that the desired version is running and other services are stopped.If you want to run both versions at the same time, you must choose different ports, create a second set of Web aliases, use different names for data stores and as a result, maintain a separate server configuration file (.csx). If you plan to upgrade your applications in a piecemeal manner, one product at a time, you will find it convenient to maintain both the old and new environments for some time. Installation Guide 25

Chapter 2: Types of Installations If you are upgrading to computer(s) with the same topology as was used in your previous environment, you may be able to re-use your existing configuration information, with minor changes, for example, to your configuration scripts (.ccp) and server configuration file (.csx). For example, you intend to keep the same platforms, keep the components distributed in the same way, and set up the same server groups as you had in your previous environment. You can, however, coincide an upgrade with a move to a new topology, for example, moving from Windows to UNIX or from one flavour of UNIX to another, or setting up server groups differently. In this case, you will need to make more extensive configuration changes and will not likely try to reuse any existing configuration files.

Where are the Instructions I Must Follow?Just as for a custom installation, we recommend you use the Installation Checklist in this document to record all the configuration settings you plan to use. If you plan to run both versions of software at the same time, see Mixed Version Environments in this document before you install the software. If you are changing topology with your upgrade, see Planning Advanced Installations Guide and Configuration Manager User Guide. For instructions about how to complete an upgrade installation of the software, see Installing to Upgrade in this document.

Full Upgrade - Do I Want This Method?If you want to migrate your Cognos applications to the next version, you will do a software upgrade followed by a data upgrade. If you are doing a staged upgrade, you will need to deploy your application data from the computer(s) running the previous version to the equivalent computer(s) running the new version. You will need to follow a specific order for upgrading server application data and then client application data if you want to upgrade in a piecemeal manner and keep applications working in a mixed environment while you are upgrading.

Where are the Instructions I Must Follow?For instructions about upgrading your application data, see Upgrading Application Data and Upgrading Client Data in this document. Lastly, when you are ready to switch permanently to the new version, see Moving Permanently to Your New Version in this document.

Other Installation TypesYou can also choose other installation methods such as unattended installations. All installation tasks run automatically, without any user intervention. You can use the same installation script for a group of computers that have the same configurations, instead of having to set up each computer individually.For more information, see "Other Types of Installations" (p. 175).26 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 Components

If you choose a default installation, all the components described in this section are selected for you and are configured with default settings. If you choose a custom installation, you can select just the components you want to install and then complete the configuration. In either case, you must be aware of system requirements and other third-party requirements before doing any installation.

Cognos Series 7 ReportingCognos Series 7 Reporting provides the tools you need to publish your Impromptu reports on the Web. Report consumers do not require Impromptu to view or run Impromptu reports from their Web browsers, and can view reports in .pdf, .xls, .csv, or HTML format. Report consumers use Upfront, the Cognos Web portal, to view and run reports.

Impromptu Web Reports ServerThe Impromptu Web Reports server performs the tasks of queueing, scheduling, and running Impromptu Web Reports.

Impromptu Web Reports GatewayThe gateway component is, by default, a common gateway interface (CGI) program that handles only Web requests. Impromptu Web Reports also includes optional ISAPI and NSAPI gateways. The Impromptu Web Reports gateway uses the server configuration file (.csx) to identify the dispatcher to pass each request to. It then communicates directly with the Impromptu Web Reports server to return a document to the user's Web browser after the request is processed.

Impromptu Web Reports Data StoreThe Impromptu Web Reports data store is an ObjectStore database that stores the metadata information for Impromptu Web Reports. ObjectStore is installed separately before installing Impromptu Web Reports.

Upfront ServerAn Upfront server processes requests that maintain and present the Upfront NewsIndex. The Upfront server includes a dispatcher that manages the queue and forwards the requests to the Upfront server.

Upfront GatewayThe gateway component is, by default, a common gateway interface (CGI) program that handles only Web requests. Upfront also includes optional ISAPI and NSAPI gateways. The Upfront gateway uses the server configuration file (.csx) to identify the Upfront server to pass each request to. Impromptu Web Reports server and Upfront communicate with each other through their gateways.

Upfront Data StoreThe Upfront data store is a database that stores the Upfront resources, such as NewsBoxes and NewsItems, that Upfront manages.Installation Guide 27

Chapter 3: Cognos Series 7 Components Upfront Event Server If Cognos NoticeCast is installed for use with Impromptu Web Reports, the Upfront Event Server monitors the Upfront data store for changes to NewsBoxes and NewsItems and forwards information about the changes to the Cognos NoticeCast server. If a user has specified that the change should initiate a notification, Cognos NoticeCast generates the notification and sends it to members of the associated email list. The Upfront event server is located on the same computer as the Upfront server.

Upfront File ManagerYou can manage non-Cognos documents within Upfront. For example, you can upload your timesheet or expense report as an Upfront NewsItem. You can distribute and secure these non-Cognos documents after uploading them to Upfront. For example, you can secure your expense report to ensure that only your manager can access it. You can maintain several versions of uploaded documents. For example, you can maintain one timesheet for every month and choose which one you want to make available.

Ticket ServerThe ticket server is a security application that issues tickets used to maintain single signons for users of Web-based products. A ticket allows users to access multiple applications without having to re-enter authentication data.

Windows Common Logon ServerWindows Common Logon Server retains signon information so that users can move easily between Cognos products and components in Windows. This component integrates with Access Manager.

Access Manager AdministrationAccess Manager Administration is the tool you use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products. Access Manager works with the security structure contained in the directory server. Access Manager Administration includes the Access Manager Trusted Signon Software Development Kit (SDK), which is used to create a trusted signon plug-in. With the plug-in, you can use your existing security infrastructure with Access Manager.

Cognos Server AdministrationCognos Server Administration is a single user interface that provides access to the administration tools: Impromptu Web Reports Report Administration

Use to publish and manage report sets. Impromptu Web Reports Server Administration

Use to manage Impromptu Web Reports servers. Upfront Server Administration

Use to manage Upfront servers. Access Manager Administration

Use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products.

Deployment ManagerUse to pack your Cognos application data (such as Cognos Query queries, PowerPlay reports and Impromptu Web Reports reports) into a transportable medium that can be unpacked into another Cognos server environment. Deployment Manager should not be used to back up your data.28 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 ComponentsImpromptu Web Reports ToolsThe Impromptu Web Reports tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Batch MaintenanceUse to automate maintenance tasks required to manage security in Access Manager.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

User Defined Functions Software Development Kit (SDK)Use to create custom business functions for your reporting environment.

Impromptu AdministratorImpromptu Administrator is part of Cognos Series 7 Reporting. You can use Impromptu Administrator to create Impromptu reports, and create and administer catalogs. The reports you create can then be published as Impromptu Web Reports.

ArchitectArchitect is the Cognos data modeling tool provided with Impromptu Administrator. Use Architect to export an Architect package of objects that represent your business model to an Impromptu catalog. Architect requires the installation of ObjectStore, a third-party database.Note: Architect is available with a default installation of Impromptu Administrator with the following exceptions: It is not available for multi-byte locales. It is not available with a minimal installation.

Impromptu Administrator ToolsThe Impromptu Administrator tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

Access Manager Batch MaintenanceUse to automate maintenance tasks required to manage security in Access Manager.

SchedulerUse to run reports and macros at specified times.

Cognos Script EditorUse to write, compile, and run macros in the CognosScript language. You can create a user interface for your macro applications using the CognosScript Dialog Editor.

Audit Configuration and Audit File ProcessorUse to enable audits of Impromptu reports and to specify the location and size of the audit file. You can also set options for processing audit data.

User Defined Functions Software Development Kit (SDK)Use to create custom business functions for your reporting environment.Installation Guide 29

Chapter 3: Cognos Series 7 Components PowerPrompts Developer StudioUse to create a PowerPrompts application, which is a series of HTML pages that allow report consumers to select the information they want to see in an Impromptu Web Report.

BooksA complete PDF documentation set is provided to help installers, users, and administrators work with Impromptu Web Reports, Impromptu Administrator, Upfront, and the related administration tools.

Quick ToursQuick Tours serve as online introductions to Cognos products. The Impromptu Quick Tour is installed by default with Cognos Series 7 Reporting.

SamplesSamples provide some representative data that you can use with tutorials and for testing your installation, especially if you do not have your own data created with previous releases.For more information about samples, see the Installation Testing and Samples Setup Guide.

Cognos Series 7 QueryCognos Query is a reporting tool that you use to explore, modify, and create queries on the Web. You can use the queries to explore information and answer specific questions. Cognos Query is part of an enterprise reporting solution, which includes Upfront, the Web-based point of entry for information consumers.

Cognos Query ServerThe Cognos Query server executes queries created by the user, and delivers the results.

Cognos Query GatewayThe gateway is, by default, a common gateway interface (CGI) program that receives requests from Web browsers. Cognos Query also includes optional ISAPI and NSAPI gateways. The Cognos Query gateway uses the server configuration file (.csx) to identify the dispatcher. The Cognos Query gateway communicates with the Cognos Query dispatcher to identify the Cognos Query server to pass each request to. It then communicates directly with the Cognos Query server to return a document to the user's Web browser after the request was processed.

Cognos Query DispatcherThe Cognos Query dispatcher balances the processing load on a Cognos Query server. The dispatcher determines which Cognos Query server is the least busy and the gateway forwards the request to that server. There is one dispatcher per server group. A server group is one or more servers that contain the same information and can service the same requests.

Cognos Query Data StoreThe Cognos Query data store is the database that stores query definitions and the runtime version of the Architect model.

Upfront ServerAn Upfront server processes requests that maintain and present the Upfront NewsIndex. The Upfront server includes a dispatcher that manages the queue and forwards the requests to the Upfront server.30 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 ComponentsUpfront GatewayThe gateway component is, by default, a common gateway interface (CGI) program that handles only Web requests. Upfront also includes optional ISAPI and NSAPI gateways. The Upfront gateway uses the server configuration file (.csx) to identify the Upfront server to pass each request to. Cognos Query and Upfront communicate with each other through their gateways.

Upfront Data StoreThe Upfront data store is a database that stores the Upfront resources, such as NewsBoxes and NewsItems that Upfront manages.

Upfront Event ServerIf Cognos NoticeCast is installed for use with Cognos Query, the Upfront event server monitors the Upfront data store for changes to NewsBoxes and NewsItems and forwards information about the changes to the Cognos NoticeCast server. If a user has specified that the change should initiate a notification, Cognos NoticeCast generates the notification and sends it to members of the associated email list. The Upfront event server is located on the same computer as the Upfront server.

Upfront File ManagerYou can manage non-Cognos documents within Upfront. For example, you can upload your timesheet or expense report as an Upfront NewsItem. You can distribute and secure these non-Cognos documents after uploading them to Upfront. For example, you can secure your expense report to ensure that only your manager can access it. You can maintain several versions of uploaded documents. For example, you can maintain one timesheet for every month and choose which one you want to make available.

ArchitectArchitect is the data modeling tool integrated with Cognos Query. Use Architect to import your metadata and create an Architect package of objects that present your business model. Architect also includes the Cognos Query Publish for Architect component, which you can use to publish Architect packages to Upfront for Cognos Query users. Architect requires the installation of ObjectStore, a third-party database.Ticket ServerThe ticket server is a security application that issues tickets used to maintain single signons for users of Web-based products. A ticket allows users to access multiple applications without having to re-enter authentication data.

Windows Common Logon ServerWindows Common Logon Server retains signon information so that users can move easily between Cognos products and components in Windows. This component integrates with Access Manager.

Access Manager AdministrationAccess Manager Administration is the tool you use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products. Access Manager works with the security structure contained in the directory server. Access Manager Administration includes the Access Manager Trusted Signon Software Development Kit (SDK), which is used to create a trusted signon plug-in. With the plug-in, you can use your existing security infrastructure with Access Manager.

Cognos Server AdministrationCognos Server Administration is a single user interface that provides access to the administration tools: Cognos Query Server Administration

Use to manage Cognos Query servers.Installation Guide 31

Chapter 3: Cognos Series 7 Components Upfront Server AdministrationUse to manage Upfront servers.

Access Manager AdministrationUse to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products.

Deployment ManagerUse to pack your Cognos application data (such as PowerPlay reports, Impromptu Web Reports reports, and Cognos Query queries) into a transportable medium that can be unpacked into another Cognos server environment. Deployment Manager should not be used to back up your data.

Cognos Query ToolsThe Cognos Query tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Batch MaintenanceUse to automate maintenance tasks required to manage security in Access Manager.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

User Defined Functions Software Development Kit (SDK)Use to create custom business functions for your reporting environment.

BooksA complete PDF documentation set is provided to help installers, users, and administrators work with Cognos Series 7 Query.

SamplesSamples provide some representative data that you can use with tutorials and for testing your installation, especially if you do not have your own data created with previous releases.For more information about samples, see the Installation Testing and Samples Setup Guide.

Cognos Series 7 OLAPCognos Series 7 OLAP provides users data access to cubes and reports in a local, wide-area or Web-based network. PowerPlay Enterprise Server can handle simultaneous requests from any client type. Users can use their Web browser to open reports or cubes stored in Upfront or PowerPlay Enterprise Server. They can also use PowerPlay for Windows or PowerPlay for Excel to access any reports or cubes on the server.

PowerPlay Enterprise Server GatewayThe gateway component is, by default, a common gateway interface (CGI) program that handles only Web requests. PowerPlay Enterprise Server also includes optional ISAPI and NSAPI gateways. The PowerPlay Enterprise Server gateway uses the server configuration file (.csx) to identify the PowerPlay dispatcher to pass each request to.

PowerPlay Enterprise Server DispatcherThe dispatcher component receives PowerPlay requests directly from a Windows or Web client. A dispatcher manages the request queue and forwards requests to a query or report processor.32 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 ComponentsPowerPlay Enterprise Server Query and Report ProcessorsThe query and report processors return results for all PowerPlay requests. The query processor returns results for cube requests and the report processor returns results for report requests.

PowerPlay Enterprise Server Windows Launch AgentThe Windows Launch Agent lets users open a report published to Upfront in PowerPlay for Windows.

PowerPlay Enterprise Server Cleanup ServiceThe PowerPlay Enterprise Server Cleanup utility is required only when a PowerPlay Enterprise Server gateway is installed on a computer without a dispatcher. The Cleanup utility deletes older temporary files from the Temporary Resource (/ppwb) location.Upfront ServerAn Upfront server processes requests that maintain and present the Upfront NewsIndex. The Upfront server includes a dispatcher that manages the queue and forwards the requests to the Upfront server.The Upfront server is not available with a minimal installation.

Upfront GatewayThe gateway component is, by default, a common gateway interface (CGI) program that handles only Web requests. Upfront also includes optional ISAPI and NSAPI gateways. The Upfront gateway uses the server configuration file (.csx) to identify the Upfront server to pass each request to. PowerPlay Enterprise Server and Upfront communicate with each other through their gateways.The Upfront gateway is not available with a minimal installation.

Upfront Data StoreThe Upfront data store is a database that stores the Upfront resources, such as NewsBoxes and NewsItems that Upfront manages.The Upfront data store is not available with a minimal installation.

Upfront Event ServerIf Cognos NoticeCast is installed for use with PowerPlay Enterprise Server, the Upfront event server monitors the Upfront data store for changes to NewsBoxes and NewsItems and forwards information about the changes to the Cognos NoticeCast server. If a user has specified that the change should initiate a notification, Cognos NoticeCast generates the notification and sends it to members of the associated email list. The Upfront event server is located on the same computer as the Upfront server.

Upfront File ManagerYou can manage non-Cognos documents within Upfront. For example, you can upload your timesheet or expense report as an Upfront NewsItem. You can distribute and secure these non-Cognos documents after uploading them to Upfront. For example, you can secure your expense report to ensure that only your manager can access it. You can maintain several versions of uploaded documents. For example, you can maintain one timesheet for every month and choose which one you want to make available.

Ticket ServerThe ticket server is a security application that issues tickets used to maintain single signons for users of Web-based products. A ticket allows users to access multiple applications without having to re-enter authentication data.Installation Guide 33

Chapter 3: Cognos Series 7 Components The ticket server is not available with a minimal installation.

Windows Common Logon ServerWindows Common Logon Server retains signon information so that users can move easily between Cognos products and components in Windows. This component integrates with Access Manager.

Access Manager AdministrationAccess Manager Administration is the tool you use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products. Access Manager works with the security structure contained in the directory server. Access Manager Administration includes the Access Manager Trusted Signon Software Development Kit (SDK), which is used to create a trusted signon plug-in. With the plug-in, you can use your existing security infrastructure with Access Manager.Access Manager Administration and related tools are not available with a minimal installation.

Cognos Server AdministrationCognos Server Administration is a single user interface that provides access to the administration tools: PowerPlay Enterprise Server Administration

Use to manage PowerPlay Enterprise servers. Upfront Server Administration

Use to manage Upfront servers. (Not available with a minimal installation.) Access Manager Administration

Use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products. (Not available with a minimal installation.)

Deployment ManagerUse to pack your Cognos application data (such as PowerPlay reports, Impromptu reports, Cognos Query queries) into a transportable medium that can be unpacked into another Cognos server environment. Deployment Manager should not be used to back up your data. (Not available with a minimal installation.)

PowerPlay Enterprise Server ToolsThe PowerPlay Enterprise Server tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Batch MaintenanceUse to automate maintenance tasks required to manage security in Access Manager.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

User Defined Functions Software Development Kit (SDK)Use to create custom business functions for your reporting environment.

PowerPlay ConnectUse to connect to OLAP cubes built with third-party products.

PowerPlayPowerPlay is the Windows version of the Cognos analysis and reporting tool for OLAP data. Use PowerPlay to view cubes created with PowerPlay Transformer or other third-party OLAP servers.34 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 ComponentsPowerPlay for ExcelUse PowerPlay for Excel for OLAP analysis and reporting if you prefer to work in a Microsoft Excel environment.

PowerPlay Transformer (Personal Edition)PowerPlay Transformer is an OLAP modeling tool that you use to build multidimensional models from your source data. The models are used to create cubes that can be viewed with PowerPlay. This personal edition of PowerPlay Transformer, provided with PowerPlay, is not installed by default, but available for selection when you do a custom installation. The personal edition does not include Architect.

PowerPlay User ToolsThe PowerPlay User tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

SchedulerUse to run reports and macros at specified times.

Script EditorUse to write, compile, and run macros in the CognosScript language. You can create a user interface for your macro applications using the CognosScript Dialog Editor.

User Defined Functions SDKUse to create custom business functions for your reporting environment.

BooksA complete PDF documentation set is provided to help installers, users, and administrators work with Cognos Series 7 OLAP.

Quick ToursQuick Tours serve as online introductions to Cognos products. Quick Tours for PowerPlay for Windows and PowerPlay for Excel are installed by default with Cognos Series 7 PowerPlay User.

SamplesSamples provide some representative data that you can use with tutorials and for testing your installation, especially if you do not have your own data created with previous releases.For more information about samples, see the Installation Testing and Samples Setup Guide.

Cognos Series 7 PowerPlay Transformer EditionThe Cognos Series 7 PowerPlay Transformer Edition provides PowerPlay Administrators with the multidimensional modeling, transformation, extraction, analyzing, and reporting tools for the PowerPlay family of products.

PowerPlay TransformerPowerPlay Transformer is an OLAP modeling tool that you use to build multidimensional models from your source data. The models are used to create cubes that can be viewed with PowerPlay.Installation Guide 35

Chapter 3: Cognos Series 7 Components PowerPlayPowerPlay is the Windows version of the Cognos analysis and reporting tool for OLAP data. Use PowerPlay to view cubes created with PowerPlay Transformer or other third-party OLAP servers.

PowerPlay for ExcelUse PowerPlay for Excel for OLAP analysis and reporting if you prefer to work in a Microsoft Excel environment.

ArchitectArchitect is the data modeling tool provided with PowerPlay Transformer. Use Architect to import your metadata and create an Architect package of objects that present your business model, which PowerPlay Transformer can then use as its data source. Architect requires the installation of ObjectStore, a third-party database.Note: Architect is available with a default installation of Cognos Series 7 PowerPlay Transformer Edition (Windows) with the following exceptions: It is not available for multi-byte locales. It is not available with a minimal installation.

Windows Common Logon ServerWindows Common Logon Server retains signon information so that users can move easily between Cognos products and components in Windows. This component integrates with Access Manager.

Access Manager AdministrationAccess Manager Administration and related tools are not available with a minimal installation.Access Manager Administration is the tool you use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products. Access Manager works with the security structure contained in the directory server. Access Manager Administration includes the Access Manager Trusted Signon Software Development Kit (SDK), which is used to create a trusted signon plug-in. With the plug-in, you can use your existing security infrastructure with Access Manager.

PowerPlay Transformer Edition ToolsThe PowerPlay Transformer Edition tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

SchedulerUse to run reports and macros at specified times.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Batch MaintenanceUse to automate maintenance tasks required to manage security in Access Manager.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

Cognos Script EditorUse to write, compile, and run macros in the CognosScript language. You can create a user interface for your macro applications using the CognosScript Dialog Editor.

User Defined Functions SDKUse to create custom business functions for your reporting environment.36 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 ComponentsBooksA complete PDF documentation set is provided to help installers, users, and administrators work with the products in Cognos Series 7 PowerPlay Transformer Edition.

Quick ToursQuick Tours serve as online introductions to Cognos products. Quick Tours for PowerPlay for Windows and PowerPlay for Excel are available with Cognos Series 7 PowerPlay Transformer Edition. If you want to install Quick Tours, you must do a custom installation and select them.

SamplesSamples provide some representative data that you can use with tutorials and for testing your installation, especially if you do not have your own data created with previous releases.

Cognos Series 7 Alerts/NotificationsCognos Series 7 Alerts/Notifications lets users detect and manage time-critical events in their business applications. Users create NoticeCast agents, the rule-driven, objects that present your business model, that listen for, or respond to, events and then send out email notifications to interested parties.

NoticeCast ServerThe NoticeCast server executes queries created by the authoring tool and delivers the resulting notifications by email. If you have other Cognos Series 7 products installed (such as Cognos Query, PowerPlay Enterprise Server, Impromptu Web Reports) which have NoticeCast integration, queries created with these products can also be processed by the NoticeCast server.

Upfront ServerAn Upfront server processes requests that maintain and present the Upfront NewsIndex. The Upfront server includes a dispatcher that manages the queue and forwards the requests to the Upfront server.

Upfront GatewayThe gateway component is, by default, a common gateway interface (CGI) program that handles only Web requests. Upfront also includes optional ISAPI and NSAPI gateways. The Upfront gateway uses the server configuration file (.csx) to identify the Upfront server to pass each request to. Cognos server products communicate with Upfront through their gateways.

Upfront Data StoreThe Upfront data store is a database which stores the Upfront resources, such as NewsBoxes and NewsItems that Upfront manages. In addition, Cognos NoticeCast requires a separate data store, called the NoticeCast data store, for which you need a third-party database.

Upfront Event ServerThe Upfront event server monitors the Upfront data store for changes to NewsBoxes and NewsItems and forwards information about the changes to the Cognos NoticeCast server. If a user has specified that the change should initiate a notification, Cognos NoticeCast generates the notification and sends it to members of the associated email list. The Upfront event server is located on the same computer as the Upfront server.Installation Guide 37

Chapter 3: Cognos Series 7 Components Upfront File ManagerYou can manage non-Cognos documents within Upfront. For example, you can upload your timesheet or expense report as an Upfront NewsItem. You can distribute and secure these non-Cognos documents after uploading them to Upfront. For example, you can secure your expense report to ensure that only your manager can access it. You can maintain several versions of uploaded documents. For example, you can maintain one timesheet for every month and choose which one you want to make available.

NoticeCast Data StoreCognos NoticeCast stores information in a data store located in a third-party RDBMS (relational database management system). Cognos NoticeCast supports data stores located in Oracle, Microsoft SQL Server, Informix, or IBM DB2.

Ticket ServerThe ticket server is a security application that issues tickets used to maintain single signons for users of Web-based products. A ticket allows users to access multiple applications without having to re-enter authentication data.

Windows Common Logon ServerWindows Common Logon Server retains signon information so that users can move easily between Cognos products and components in Windows. This component integrates with Access Manager.

NoticeCast AuthoringThe NoticeCast authoring tool lets users create agents that access third-party data sources. Users can make the agents available to other users by publishing the agent to Upfront.The NoticeCast authoring component is a Java application that runs in a Microsoft Java Virtual Machine (JVM) under Windows. If installing the authoring component on a Windows NT or Windows 98 computer that does not already have a JVM, you are prompted to install a JVM. Windows 2000 SP2 computers have a JVM by default. For instructions, see the Additional Products and Services Appendix.

Cognos Server AdministrationCognos Server Administration is a single user interface that provides access to the administration tools: Alerts and Notifications

Use to manage the NoticeCast environment. Portal

Use to manage Upfront servers. Security

Use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products.

Deployment ManagerUse to pack your Cognos application data (such as PowerPlay reports, Impromptu Web Reports reports, Cognos Query queries) into a transportable medium that can be unpacked into another Cognos server environment. Deployment Manager should not be used to back up your data.

Access Manager AdministrationAccess Manager Administration is the tool you use to set up and maintain security in Access Manager, the authentication and authorization service for all Cognos products. Access Manager works with the security structure contained in the directory server. Access Manager Administration includes the Access Manager Trusted Signon Software Development Kit (SDK), which is used to create a trusted signon plug-in. With the plug-in, you can use your existing security infrastructure with Access Manager.38 Cognos Series 7 Solution for Windows

Chapter 3: Cognos Series 7 ComponentsNoticeCast ToolsThe NoticeCast tools include Configuration Manager

Use to configure any Cognos Series 7 component or to configure multiple components at once. For example, you can stop all your Cognos Series 7 services simultaneously.

Access Manager Configuration WizardUse to specify your authentication source to Access Manager. The default installation automatically specifies the Default namespace in Sun ONE Directory Server as the authentication source.

Access Manager Batch MaintenanceUse to automate maintenance tasks required to manage security in Access Manager.

Access Manager Registration WizardUse to register a trusted signon plug-in with Access Manager.

BooksA complete PDF documentation set is provided to help installers, users, and administrators work with NoticeCast, Upfront, and the related administration tools.

SamplesSamples provide some representative data that you can use with tutorials and for testing your installation. Access Manager and Upfront samples are provided with Cognos Series 7 Alerts/Notifications.For more information about samples, see the Installation Testing and Samples Setup Guide.

Cognos Series 7 PowerPlay UserCognos Series 7 PowerPlay User provides users data access to cubes and reports in a local environment using the Windows client applications PowerPlay or PowerPlay for Excel. Cognos Series 7 PowerPlay User also includes PowerPlay Transformer, which you can use to build the cubes you will see in PowerPlay.

PowerPlayPowerPlay is the Windows version of the Cognos analysis and reporting tool for OLAP data. Use PowerPlay to view cubes created with PowerPlay Transformer or other third-party OLAP servers.

PowerPlay for ExcelUse PowerPlay for Excel for OLAP analysis and reporting if you prefer to work in a Microsoft Excel environment.

PowerPlay Transformer (Personal Edition)PowerPlay Transformer is an OLAP modeling tool that you use to build multidimensional models from your source data. The models are used to create cubes that can be viewed with PowerPlay. This personal edition of PowerPlay Transformer, provided with PowerPlay, is not installed by default, but available for selection when you do a custom installation. The personal edition does not include Architect.

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