Cognos 10 upgrade migrate fixpack by bhawani nandan prasad

How To Migrate \ Upgrade \ Fix Packs for Cognos BI and Planning 10.1

Prediction of TO-BE Cognos System and Architecture

Example

July 31, 2014 Bhawani Nandan Prasad ( B.E. \ MBA Premier

Institute, BI Director )

Page 1 of 9


The detailed step by step schedule plan

1. Detailed Cognos Planning Migration Activities - Production system

PRODUCTION (e.g. 1 - Planning server, 2 - Gateways)

Install Cognos Planning 10.1.1.2 (PL) Server

Install Cognos PL Server

Configure Cognos PL Server

Save settings and start PL services

Install Cognos PL CAC

Configure Cognos CAC Server

Save settings and start PL services

Install Cognos PL in BI Gateway I

Configure BI Gateway

Save settings (no-services to start)

Install Cognos PL in BI Gateway II





Page 2 of 9


Test Cognos Connection - II

Test Contributor access in the Web

Migration

In new server stop services and configure to use new copy export and start cognos

services

Packages

Export Create Content Store Package source Prod - Export of all ODBC/DSN and

Applications and Links and Analyst Libraries and Publish Tables and Analyst Links

Import Content Store Package - Import of all ODBC/DSN and Applications and Links

and Analyst Libraries and Publish Tables and Analyst Links

Troubleshoot any discrepancies, errors etc.

Test Cognos Connection III

Test Access Permissions

Test Credentials

Testing of Cognos Objects ( 6 Models, 45 D-Cube, 91 D-List, 1260 E-List)

Setup of LDAP and Security Model.

Initial Security

Users, Groups, and Roles

Installation on Planning Client Components

Leverage Cognos 10 Planning New Features

1. Detailed Cognos BI Migration Activities - Production system

PRODUCTION (e.g. 4 Distributed Servers and 2 clustered Gateways)

Prepare Server - PROD

Procure Production Servers for BI & Planning

Unload/Update Software

Prepare Data Server

Create Content Store data base

Prepare IIS and .Net Framework



Page 3 of 9


Configure Virtual Directories

Confirm CGI and ISAPI is active

Test access to the portal

Install Cognos 10.2 BI I Active Content Manager

Configure BI Server - CM only

Save settings and start BI services

Install Cognos 10.2 BI II Server BI & Standby CM

Configure BI Server - Dispatcher & CM


Install Cognos 10.2 BI III Server BI

Configure BI Server - Dispatcher


Install Cognos 10.2 IV DM & Transformer

Configure BI DM & Transformer


Install Cognos 10.2 BI Gateway I



Install Cognos 10.2 BI Gateway II



Configure and test interface connection with SAP BW and Oracle

Troubleshoot any discrepancies, errors etc.

Test Cognos Connection - I Cognos Application (30 Reports and 4 dashboards)

Test Access Permissions for all 200\500 Users

Test Credentials for all 200\500 Users

Migration

Take full system backup using CommVault of Cognos server and database

Stop all cognos services and take backup of system configuration files

system.xml, coglocale.xml of both source and new server

In new server stop services and configure to use new copy of content store

and start cognos services

Packages

Copy the required reports from source respective folder and paste them



Page 4 of 9


into Administration folder at source server

Create Content Store Package from PROD by Export (Export of all

ODBC/DSN and Applications and Links and Analyst Libraries and Publish Tables and

Analyst Links) and Copy physical deployment zip file from source to Target deployment

folder with replace conflict resolution.

Import Content Store Package into New Server (Import of all ODBC/DSN

and Applications and Links and Analyst Libraries and Publish Tables and Analyst Links).

Test Cognos Connection

Test Access Permissions

Test Credentials

Test Cog Connection

Handover for UAT and Knowledge Transfer

Setup of LDAP and Security Model

Initial Security

Users, Groups, and Roles

Using Life Cycle Manager, create a Validation Project to compare the new install

with the existing install. Also do Visual validation of the reports.

Leverage Cognos 10 New Features (e g Dynamic Query Use Lifecycle e.g.

Query, etc.)

Installation on Planning Client Components

2. Installing fix packs

Before you install the fix pack, create a backup of the content store database. In

addition, back up any customized files from the current installation.

Procedure

1. Stop the following services:

IBM Cognos service.

IBM Cognos Controller Batch Server

IBM Cognos Controller Java Proxy



Page 5 of 9


IBM Cognos Controller User Manager

IBM Cognos FAP Service

Internet Information Services (IIE) Manager (the Default Web Site)

Components Services IBMCOGNOSCONTROLLER

2. Back up the content store database.

3. If your IBM Cognos BI environment is customized, back up the entire IBM Cognos

BI location.

4. Insert the disk for the Microsoft Windows operating system fix pack or go to the

location where you downloaded and extracted the files. If more than one fix pack

is available, install the fix pack with the lowest version number first.

5. On the disk or in the download location, go to the win32 directory and double-click

the issetup.exe file.

6. Follow the directions in the installation wizard, installing in the same location as

your existing IBM Cognos BI server components.

The issetup program prompts you to allow the fix pack to create a backup copy in

the installation folder before copying new files.

7. If an updater is available, do the following:

To install from a disk, insert the updater disk for the Windows operating

system.

To install from a download, follow the instructions on the support site and

then go to the location where you downloaded and extracted the files.

In the updater directory on the disk or download location, go to the win32

directory and double-click the issetup.exe file.

Follow the directions in the installation wizard.



Page 6 of 9


8. Upgrade your Controller application databases.

9. To return a deployed IBM Cognos BI product to service, open IBM Cognos

Configuration, save the configuration, and then start the IBM Cognos service.

10. If you have a distributed environment, repeat these steps for all remaining IBM

Cognos BI servers.

11. If you are running the IBM Cognos BI product on an application server other than

the default, Tomcat, redeploy the IBM Cognos BI product to the application server.

12. Start the Internet Information Services (IIE) Manager (the Default Web Site).

13. Components Services IBMCOGNOSCONTROLLER.

3. Cognos Migration Guidelines

1. Evaluate the Current System

- Auditing and Survey’s

- System Resources

- Document the Current System and target system (AS-IS to TO-BE,

Licenses, general issues, Compatibility)

2. Create Detailed Migration Plan

- Milestones and WBS daily tasks in excel and any preferred Project

management tool.

3. Prepare the Test Environment

- Perform installation system requirements

4. Review the supported environments

5. Create an IBM Cognos Controller database

6. Create the content store



Page 7 of 9

http://pic.dhe.ibm.com/infocenter/cfpm/v10r1m0/topic/com.ibm.swg.ba.cognos.ctrl_inst.10.1.1.doc/c_ctrl_inst_supported_environments.html#ctrl_inst_supported_environments

http://publib.boulder.ibm.com/infocenter/cfpm/v10r1m0/index.jsp


7. Configure the Web browser

8. Install order in which cognos server components must be installed and

configured – First Content Manager, Application Tier and Reporting,

Gateway, Client distribution server, Install client interfaces, Test installation

and finally enable security

9. Install and configure Microsoft .NET Framework

10. Perform Install and Migration, first Development system then Test\QA

system and finally Production system

11. Perform Consistency Check before upgrade\migration and save result to

compare consistency check after upgrade\migration

12. Deprecated features should be made compliant and mitigation plan should

be documented

13. Upgrade Content Store (Database upgrade only here and content

maintenance task, no reports upgrade at this startup stage)

14. Perform Cognos configuration upgrade through export\import

15. Customize all items require customization e.g. Cognos Connections and

system files (system.xml)

16. Perform Complete Application Testing, validate all reports in different

format HTML,PDF, CSV and cognos objects

17. Resolve Validation/Configuration Issues

18. Revise Migration Plan periodically and communicate to all stakeholders

19. Performance Comparison/Test before Cognos 10 Go Live

20. Prepare AS-IS Analysis document of list of all Cubes, Links, Tables, Review

Model and Dept. Tree Structures in the source system for Cognos Planning

21. When installing the Planning Server kit the best practice will be to install all

Planning Service options and disable those services via Cognos

Configuration that are not needed. This approach is recommended in case

the server needs to be re-purposed in the future then without needing to

install additional services the services can be enabled easily via Cognos

Configuration

22. In export source cognos objects, be careful option various options like

a. Include access permissions – Apply to new and existing entries

b. External namespaces – Do not include references to external



Page 8 of 9

http://pic.dhe.ibm.com/infocenter/cfpm/v10r1m0/topic/com.ibm.swg.ba.cognos.ctrl_inst.10.1.1.doc/t_ctrl_inst_win_install_net_framework.html#ctrl_inst_win_install_NET_framework

http://pic.dhe.ibm.com/infocenter/cfpm/v10r1m0/topic/com.ibm.swg.ba.cognos.ctrl_inst.10.1.1.doc/t_configure_ctrl_web_browser.html#configure_ctrl_web_browser


namespaces

4. Cognos Report Development Approach

Requirement Analysis (Cognos Mockups).

System Design (Cognos Layout, Report Data layer query, Framework Model and

How to Design).

Report Development using Cognos BI tools - Best practices and guidelines.

Implement using release version control tool and implementation tool.

Testing – Unit Testing, System testing, and Integration Testing, Performance

Testing and other kind of testing.

Project and Quality documentation.



Page 9 of 9

Technology

Cognos 10 upgrade migrate fixpack by bhawani nandan prasad