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Maximize the Value of Business Intelligence with IBM Cognos v10 -- Hands-on, from Start to Finish
This easy-to-use, hands-on guide brings together all the information and insight you need to drive maximum business value from IBM Cognos v10. Long-time IBM Cognos expert and product designer Sangeeta Gautam thoroughly illuminates Cognos BI v10’s key capabilities: analysis, query, reporting, and dashboards.
Gautam shows how to take full advantage of each key IBM Cognos feature, including brand-new innovations such as Active Reports and the new IBM Cognos Workspace report consumption environment. She concludes by walking you through successfully planning and implementing an integrated business intelligence solution using IBM’s best-practice methodologies. The first and only guide of its kind, IBM Cognos Business Intelligence v10 offers expert insights for BI designers, architects, developers, administrators, project managers, nontechnical end-users, and partners throughout all areas of the business—from sales and marketing to operations and lines of business. If you’re pursuing official IBM Cognos certification, you’ll also find Cognos certification sample questions and information to help you with the certification process.
Coverage Includes
• Understanding IBM Cognos BI’s components and open, extensible architecture
• Working with IBM Cognos key “studio” tools: Analysis Studio, Query Studio, Report Studio, and Event Studio
• Developing and managing powerful reports that draw on the rich capabilities of IBM Cognos Workspace and Workspace Advanced
• Designing Star Schema databases and metadata models to answer the questions your organization cares about most
• Efficiently maintaining and systematically securing IBM Cognos BI environments and their objects
• Using IBM Cognos Connection as your single point of entry to all corporate data
• Building interactive, easy-to-manage Active Reports for casual business users
• Using new IBM Cognos BI v10.1 Dynamic Query Mode (DQM) to improve performance with complex heterogeneous data
• Identifying, exploring, and exploiting hidden data relationships
• Creating quick ad hoc queries that deliver fast answers
• Establishing user and administrator roles
IBM Cognos Business Intelligence v10: Using Query Studio
Download the sample pages (includes Chapter 5 and Index)
Foreword xxxi
Preface xxxii
PART I: INTRODUCTION TO IBM COGNOS BI 1
Chapter 1 Introduction to Business Analytics and Business Intelligence 3
Business Analytics 3
Actionable Insights Help Answer Business Critical Questions 4
Business Analytics and Optimization 5
How Business Intelligence Fits in Business Analytics? 7
Introduction to Business Intelligence 7
Transactional System Versus Data Warehouse or Data Mart 9
Requirements for Building a Data Warehouse or Data Mart 11
Why Use IBM Cognos Business Intelligence Version 10? 11
Freedom to Think 12
Connect with Others 12
Simply Do 13
Who Can Use IBM Cognos BI? 13
Chapter 2 IBM Cognos 10 BI Architecture and Components 15
Open Architecture 15
Supported Operating Systems 15
Supported Data Sources 16
Global Audience 16
Locales 16
Extendibility 17
Dynamic Query Mode 17
IBM Cognos Security Model 18
IBM Cognos BI Multitiered Architecture 18
Tier 1: Web Server 19
Tier 2: Application Tier 20
Tier 3: Data Tier 24
Examine IBM Cognos BI Components and Studios 24
Explore the IBM Cognos BI Windows Interface 26
Cognos Insight 29
Explore the IBM Cognos BI Web Components 29
Additional New Features and Enhancements in IBM Cognos BI v10 33
IBM Cognos Active Report 33
IBM Cognos Analysis for Microsoft Excel 34
IBM Cognos Collaboration 34
IBM Cognos Mashup Service 35
IBM Cognos Mobile 36
IBM Cognos Real-Time Monitoring 36
IBM Cognos Statistics 37
IBM Cognos for Microsoft Office 37
External Data 38
Content Archival 38
IBM Cognos Dynamic Cubes 39
Multiple Tenant Environments 39
Platform Enhancements 39
IBM Cognos Lifecycle Manager 39
IBM Cognos Data Manager 40
IBM Cognos Virtual View Manager 40
Integration with SharePoint 2010 40
Globalization: Multilanguage Support 40
In a Nutshell: Reviewing by IBM Cognos BI Audience 41
Architect Perspective 41
Project Manager Perspective 42
Business Analyst Perspective 42
Developer Perspective 43
End-User Perspective 43
IBM Cognos BI Administrator Perspective 44
Chapter 3 Explore IBM Cognos Connection 45
IBM Cognos Connection Overview 45
Security in IBM Cognos Connection: Roles and Responsibilities 46
Cognos Reports 47
Working with Cognos Reports 47
IBM Cognos Connection User Interface 48
Explore IBM Cognos Connection 50
Getting Ready 59
Examine Options in the Actions Column 60
Set Properties 60
Run with Options 66
Open with Report Studio 67
Create Report View 68
Schedule 69
More... 72
My Inbox 76
Steps to Create a New Task 77
Notifications 79
My Watch Items 82
Set Up Alerts on Saved HTML Report 82
Enable Watch Rules for a Report 83
Add Comments on Saved Reports 88
My Preferences 89
General Tab 89
Personal Tab 92
Portal Tabs 93
My Activities and Schedules 98
Current Activities 98
Past Activities 99
Upcoming Activities 99
Schedules 99
Create a New Job 100
Globalization 101
Skin Management 101
In a Nutshell: Reviewing by IBM Cognos BI Audience 102
Architect Perspective 102
Project Manager Perspective 102
Business Analyst Perspective 103
Developer Perspective 104
End-User Perspective 104
IBM Cognos BI Administrator Perspective 105
PART II: WORKING WITH IBM COGNOS STUDIOS 107
Chapter 4 Analysis Studio 109
Launch Analysis Studio 109
Analysis Studio High-Level Interface 109
Application Menu 111
Toolbar Options 112
Dimensional Data 113
Data Analysis Techniques 114
Swap Rows and Columns 114
Replace Measures 114
Sorting Rows or Columns 114
Replace Row and Column Values 115
Nest Rows and Columns 115
Switch the Nesting Sequence 116
Drill Down 116
Nested Values from Different Dimensions 117
Nested Values from Same Dimension 118
Change the Display of Measures 119
View Chart and Crosstab Together 120
Run Reports 120
Create Summary Calculations 121
Create Item-Based Calculations 121
Working with Sets 122
Detail-Based Set 122
Custom Sets 122
Selection-Based Set 123
Apply Filters 124
Steps to Apply Context Filters 124
Exclude 125
Hide Rows and Columns 125
Keep 126
Rank 126
Hold Current Context 126
Top or Bottom 127
Suppress 128
Working with Subtotals 129
User-Defined Filter 130
Combine User-Defined Filter 130
Drill-Through 131
Working with Crosstabs 132
Stacked Crosstabs (Union Set) 132
Stacked Column 133
Asymmetric Crosstabs 133
In a Nutshell: Reviewing by IBM Cognos BI Audience 133
Architect Perspective 134
Project Manager Perspective 134
Business Analyst Perspective 134
Developer Perspective 135
End-User Perspective 135
IBM Cognos BI Administrator Perspective 136
Chapter 5 Query Studio 137
Launch Query Studio 137
Query Studio High-Level Interface 138
Insert Data 138
Edit Data 139
Change Layout 140
Run Report 141
Manage File 142
Report Types 144
Relational Style 144
Dimensional Style 145
Open an Existing Report 146
Create a List Report 147
Steps to Create a Report 147
Run the Report 148
Steps to Run the Report 149
Change Layout 150
Page Breaks 151
Create Sections 151
Create a Crosstab Report 152
Create Filters 154
Remove Filters 155
Create a Complex Filter 156
Summarize Report 158
Sort Data 158
Create Calculations 159
Steps to Create Calculations 159
Define Custom Groups 161
Create Charts 163
Define Conditional Styles 164
In a Nutshell: Reviewing by IBM Cognos BI Audience 166
Architect Perspective 166
Project Manager Perspective 167
Business Analyst Perspective 167
Developer Perspective 168
End-User Perspective 168
IBM Cognos BI Administrator Perspective 169
Chapter 6 IBM Cognos Active Report 171
Key Features of Active Reports 171
Targeted Active Report Users 172
Active Report for End Users 172
Prerequisites for Consuming Active Reports 173
Data Selection Options When Using an Active Report 173
Active Report Security 174
Active Report Consumption 174
Run Active Report 174
Download Active Report for Offline Consumption 175
Active Report for Report Authors 176
Creating an Active Report 176
Reusing an Existing Report Studio Report to Build an Active Report 177
High-Level Active Report User Interface 177
Basic Components in Building an Active Report 179
Connecting Controls 182
Toolbox Tab Items 184
Download Active Report as a Report Author 187
Becoming Familiar with Active Report Toolbox Items 187
Data Drop-Down Lists 200
Hiding/Showing Columns in a Report 202
Drill-Through Reports 204
Bringing It All Together: Steps to Create an Active Report 205
Debugging Options 211
Additional Active Report Properties 211
In a Nutshell: Reviewing by IBM Cognos BI Audience 212
Architect Perspective 212
Project Manager Perspective 212
Business Analyst Perspective 213
Developer Perspective 214
End-User Perspective 215
IBM Cognos BI Administrator Perspective 215
Chapter 7 Event Studio 217
Event Studio Capabilities 217
Launch Event Studio 218
Event Studio High-Level Interface 218
Application Menu 220
Toolbar Options 223
Event Studio High-Level Tasks 224
Define Event Condition 225
Specify an Event Condition 226
Create an Event Condition for a Cell or Intersect in a PowerPlay Cube 227
Create Tasks 229
Manage Task Execution Rules 235
Preview 236
Validate Agent 237
Create Agent Views 238
Steps to Create Agent Views 238
Manually Run Agent 238
Bringing It All Together... 240
Create an Event Condition for a Cell in a PowerPlay Cube 240
Schedule the Agent 243
Steps to Schedule an Agent 243
Monitor Agent Status 244
Reset Event List 244
Subscribe to Agent Notification Lists 244
Set Permissions on Agents 244
In a Nutshell: Reviewing by IBM Cognos BI Audience 245
Architect Perspective 245
Project Manager Perspective 245
Business Analyst Perspective 246
Developer Perspective 247
End-User Perspective 247
IBM Cognos BI Administrator Perspective 248
Chapter 8 IBM Cognos Workspace 249
Cognos Workspace Audience/Users 250
Cognos Workspace User Interface 252
Content Pane 256
Tabbed Workspace 256
Global Area 258
Information Bar 258
Widget Actions Menu 259
On Demand Toolbar 259
Explore Application Bar Options 260
Explore Additional Options on the Application Actions Menu 268
Widgets and Widget Types 270
Content Widgets 270
Active Report Content 274
Toolbox Widgets 274
Explore the Widget Actions Menu Options 282
Widget Toolbar Options 284
Bringing It All Together—Build Your Own Workspace 285
Working with the Tabs 285
Implementing Drill Down/Drill Up in a Report 291
Adjusting Layout and Style... 292
Editing Workspace Style... 292
Adding a Widget Title 294
Sorting Data 294
Filtering Data 295
Adding Comments/Annotations 297
Changing Display Type 298
Adding Calculations 299
Grouping/Ungrouping Data 300
Adding a Select Value Filter Widget to the Workspace 301
Adding a Slider Filter to the Workspace 303
Adding a Chart to the Workspace 305
Changing Display Type and Visual Recommender 306
Sorting Values in a Chart 308
Filtering Data in a Chart 308
Drilling Up and Drilling Down in a Chart 309
Controlling Widget-to-Widget Communications 310
Do More... 311
Steps to Enhance a Chart Using Do More... 311
Advanced Techniques 313
Legacy Go!Dashboard Users 317
Multilingual Support Using Cognos Workspace 318
Integrating Content into Cognos Workspace 318
In a Nutshell: Reviewing by IBM Cognos BI Audience 319
Architect Perspective 319
Project Manager Perspective 320
Business Analyst Perspective 321
Developer Perspective 322
End-User Perspective 323
IBM Cognos BI Administrator Perspective 324
Chapter 9 IBM Cognos Workspace Advanced 325
Cognos Workspace Advanced Audience/Users 326
Data Sources and Content 326
Launching Cognos Workspace Advanced 327
Working with Cognos Workspace Advanced Packages and Reports 327
Reporting Styles and Layouts 329
Reporting Styles 329
Relational Style 329
Dimensional Style 330
Report Layouts 332
Opening an Existing Report 333
Exploring the Cognos Workspace Advanced User Interface 333
Properties Pane 338
Toolbox Tab 339
Standard Toolbar Options 341
Creating a New Report 343
Working with Relational Style Reports 344
Steps to Create a New Report 344
Modifying Item Properties 345
Group/Ungroup Data in the Report 346
Displaying Summary in a Grouped Report 347
Creating Custom Groups 348
Creating Sections 350
Creating Calculations 351
Creating Custom Calculations Using Query Calculation from Toolbox 353
Formatting Report Data Using the Properties Pane 355
Style 357
Filtering Data 359
Inserting a Chart in Your Report 365
Using the Page Layout Option 367
Swapping Rows and Columns 368
Suppressing Empty Cells in a Report 369
Enabling/Disabling Page Header and Footer 370
Running Reports 371
Drill Options 372
Using the Pivot List to Crosstab Option 373
Summarizing Report Data 374
Showing Content When No Data Is Available 375
Sorting Report Data 376
Lineage 378
Working with Dimensional Style Reports 379
Creating a Dimensional Report 379
Nesting Rows 382
Nesting Columns 383
Replacing Current Row/Column Values 384
Suppressing Empty Cells 384
Filtering Data 385
Inserting Children 388
Explore 389
Style 402
Run 402
Tools 402
Summarizing Data in a Dimensional Report 403
Group/Ungroup 404
Inserting Calculations 405
Pivot List to Crosstab 405
Section/Unsection 405
Automatically Create Crosstab Headers for Sets 406
Table Style Inheritance 407
Copying Cognos Workspace Advanced Data to Excel 409
Swap Rows and Columns 409
Insert Chart 409
Page Layout 410
Create Page Layers 410
Working with External Data 411
Publishing the Package 414
Creating a New Report Using External Data Package 419
Editing External Data 420
Deleting External Data 420
Lineage Information for Data Items 420
Drill-Through Options 420
Financial Reporting 421
Working with Charts 422
Chart Types 422
Chart Objects 425
Creating a Chart 426
Creating a Dashboard Report 428
Choosing Report Style: Cognos 8.x or Cognos 10.x 430
In a Nutshell: Reviewing by IBM Cognos BI Audience 430
Architect Perspective 430
Project Manager Perspective 431
Business Analyst Perspective 431
Developer Perspective 432
End-User Perspective 433
IBM Cognos BI Administrator Perspective 434
Chapter 10 IBM Cognos Report Studio 435
Launch Report Studio 435
Templates 436
Report Studio User Interface 437
Application Menu 438
Standard Toolbar 440
Style Toolbar 440
Work Area 440
Insertable Objects pane 440
Explorer Bar 441
Properties Pane 441
Creating a Simple Report 441
Running Reports 442
Report Building Techniques 443
Steps to Creating a Report 443
Building Crosstab Reports 452
Steps to Create a Crosstab Report with Unrelated (Discontinuous) Data 452
Creating Calculations 454
Steps to Create Query Calculation 455
Filters and Summaries 458
Detail Filters 459
Summary Filters 462
Conditional Highlighting 464
Prompts and Parameters 466
Creating Prompts Using Parameters 468
Creating Value Prompts 469
Creating a Cascading Prompt 471
Queries 473
Conditional Blocks 477
Drill-Through Reports 479
Drill-Through from a Report 479
Drill Through from a Package 483
Burst Reports 485
Burst Reports Step 1: Identify and Define Burst Recipients 485
Burst Reports Step 2: Specify Burst Group 486
Burst Reports Step 3: Set Burst Options in Report Studio 486
Burst Reports Step 4: Enable Bursting in Cognos Connection 487
Steps to Burst a Report 487
Working with Charts 489
Steps to Create a Column Chart 490
Exploding a Pie Slice in a Pie Chart 493
Summarizing Small Items 496
Bullet Charts 497
External Data 499
Working with Dimensional Reports 499
Understand Members, Member Unique Names, Sets, and Tuples 499
Working with Set Functions 500
Filtering Dimensional Data 501
Filter Using Prompts 504
Commonly Used Dimensional Functions 505
Drill-Through Reports 506
Maps 509
Steps to Create a Map Report 511
Add Custom Maps to Use in Cognos Report Studio 515
IBM Cognos Statistics 516
In a Nutshell: Reviewing by IBM Cognos BI Audience 519
Architect Perspective 519
Project Manager Perspective 520
Business Analyst Perspective 520
Developer Perspective 521
End-User Perspective 522
IBM Cognos BI Administrator Perspective 522
PART III: DEVELOPER TOOLS 525
Chapter 11 IBM Cognos Framework Manager 527
Understanding Client Requirements and Environments 527
Analyzing Data Requirements 528
Supported Data Sources 529
General Modeling Terms 529
Fact Tables 530
Dimension Tables 530
Hierarchy—Dimensional Hierarchy 532
Cardinality 533
Relationships 534
Determinants 534
Framework Manager Workflow 536
Framework Manager User Interface and Objects 536
Framework Manager User Interface 537
Framework Manager Object Types 543
Modeling Recommendations 545
Create a Project 545
Model Design Accelerator 546
Model Design Accelerator User Interface 549
Add Additional Items to the Model 552
Manually Creating the Star Schema Using Model Design Accelerator 553
Creating the Star Schema Using the Automated Process 566
Additional Tips 569
Steps to Manually Create a New Project 572
Preparing the Model to Build Sample Outdoor Company Reports 575
Identify All Data Sources and Define Data Access Strategy 575
Reporting Requirements Are Complete and Part of the Approved Project Plan 576
Data Mapping Document for the Reports in Scope 576
Create Data Source Connection 577
Importing the Identified Table/Procedures or Other Objects Required for Reporting 578
Verifying the Relationship Between the Imported Objects Is Accurate for Reporting and Validating the List of Imported Tables 580
Adding Additional Tables/Objects: Reviewing Imported Objects and Importing Missing or Additional Ones 586
Validating Query Item Properties and Preparing Metadata 588
Customizing Metadata for Runtime 592
Specifying Determinants as Required for Reporting 598
Creating a Star Schema Grouping for Presentation View 600
Creating and Publishing Packages 601
Creating a Package 602
Verifying a Package or a Model 604
Modifying a Package 605
Deleting a Package 605
Publishing a Package 606
Analyzing Publishing Impact 607
Running Model Advisor 609
Dimensional Modeling 610
Dimensionally Modeled Relational (DMR) Model 610
Creating a Regular Dimension 612
Creating a Measure Dimension 617
Scope Relationships 618
Creating a Star Presentation View 621
Working with Member Unique Names (MUN) 621
Set Up Drill-Through Parameters in Framework Manager 622
Multilingual Options 622
Durable Models 625
Governors 625
Framework Manager External Repository Control 625
Checking in Framework Manager Project Files for External Repository Control 626
Model Synchronization and Log files 626
Segmented Projects 627
Creating Model Documentation 627
Framework Manager Security 627
Using Package Level Security 628
Using Object Level Security 633
Using Data Level Security 636
Deleting Package Security 637
Implementing Multitenancy in Framework Manager 637
In a Nutshell: Reviewing by IBM Cognos BI Audience 638
Architect Perspective 638
Project Manager Perspective 639
Business Analyst Perspective 640
Developer Perspective 640
End-User Perspective 641
IBM Cognos BI Administrator Perspective 641
PART IV: SECURE IBM COGNOS ENVIRONMENT 643
Chapter 12 Securing IBM Cognos BI Environment and Its Objects 645
Introduction 646
Initial Security 647
Things to Do Before You Set Up Security 648
IBM Cognos Security Model 648
Encryption 649
Certificate Authority 649
Cognos Application Firewall 651
Authentication 653
Authorization 662
Built-In Groups and Roles 667
External Namespace Users, Groups, and Roles 695
Securing the Data Source Sign-Ons 719
Securing the Content Store 720
Managing Users in an IBM Cognos BI Environment 722
Removing Users from the Content Store 722
Automate Deletion of User Profiles 723
Trusted Credentials or Proxy 727
Create Trusted Credentials 728
In a Nutshell: Reviewing by IBM Cognos BI Audience 731
Architect Perspective 731
Project Manager Perspective 732
Business Analyst Perspective 732
Developer Perspective 733
End-User Perspective 733
IBM Cognos BI Administrator Perspective 733
PART V: MAINTAIN IBM COGNOS BI APPLICATIONS 735
Chapter 13 Maintaining Your IBM Cognos BI Application 737
Administration Process Flow 737
Plan: Requirements, Scope, Performance Variables, Multilingual Requirements 738
Install: Install Options, Single Server, Multiple Server 738
Configure: Cognos Application (Cognos Configuration), Servers, Security 739
Administer: Servers, Backup and Recovery, Activities, Schedule and Monitoring, Data Source Connections, Deployments, Security, and Manage BI Content 739
Launch IBM Cognos Administration 739
Explore High-Level Cognos Administration Portal 740
Status 740
Security 742
Configuration 743
Index Search 744
PowerPlay 745
System Monitoring 745
Understanding Performance Metrics 746
Dynamic Cube Monitoring 748
Dynamic Cube Tuning 749
Scheduling 750
Audit 752
Steps to Configure an Audit Database 752
Audit Levels 753
Automatic Credential and Sign-On Renewals 754
Creating Data Source Connections 754
Manage Own Data Source Sign-Ons 756
Backup and Recovery Options 756
Deployment 758
Deploy Process 759
Defining a Deployment Strategy 760
Deploying the Entire Content Store 761
Deploying Specific Content 762
Exporting Content from the Source Environment 762
Deploying in Multitenant Environment 766
Importing a Deployment Archive File in the Target Environment 767
Modifying an Existing Deployment Specification 768
Advanced Deployment Options 768
Upgrading Report Specifications 769
Working with Content IDs 770
Deploying Human Task and Annotation Services 770
Deploying IBM Cognos Workspace Comments 772
Dynamic Query Mode 773
In-Memory Caching 775
Optimized Master-Detail Relationships 776
Enhanced Null Suppression 776
Query Visualizations 776
Configuring Dynamic Query Mode 776
Administering the Query Service 779
Disabling the Query Service 783
Dynamic Query Analyzer 784
Launching IBM Cognos Dynamic Query Analyzer 785
Running the Report in Dynamic Query Analyzer 785
Working with the Log Files 786
Content Archival (FileNet): Archiving Saved Report Output to External Repositories FileNet 787
Archiving Content After Installing Content Archival Software 787
Creating Repository Connections for New Packages and Folders 788
Creating a Connection to the External Repository Data Source 789
Setting Up an External Repository for Report Output 792
Creating a Content Archive via New Content Maintenance Task option 793
Creating a Retention Rule Update Maintenance Task 794
Working with Content in the External Repository 796
Administering an Index Search 796
Creating an Index Update 796
Running an Index Update 798
Restricting a Content Search 799
Refining the Scope of the Index 799
Data Collection Options 800
Limiting Index by Language 801
Suggesting Content 801
Including Access Control Information in the Index 801
Collect Index Statistics 802
Multitenancy 802
Defining Tenancy 803
Enabling Multitenancy 804
Assign Tenant IDs to Existing Content 806
Impersonating a Tenant 807
Setting a Tenant ID for Public Content 807
Dynamic Cubes 807
Dynamic Cube Lifecycle 808
IBM Cognos Cube Designer 809
Get Metadata 811
Model Cube 811
Optimize Using Aggregate Advisor 818
Dynamic Cube Security 818
Upgrading to IBM Cognos V10 from IBM Cognos 8 820
Creating an Upgrade Plan 820
Upgrade Process 821
Lifecycle Manager: Report Testing and Validation 823
Supported Versions 824
Launch Lifecycle Manager 825
Lifecycle Manager High level Tasks 827
Configure Lifecycle Manager 827
Validate in Source 831
Run in Source 832
Validate in Target 833
Run in Target 834
Output Comparison 834
Tasks Summary 836
Multiversion Coexistence 837
Lifecycle Manager Backup 839
Securing Lifecycle Manager Content 839
Cognos Configuration Validation Tool 839
In a Nutshell: Reviewing by IBM Cognos BI Audience 840
Architect Perspective 840
Project Manager Perspective 841
Business Analyst Perspective 842
Developer Perspective 843
End-User Perspective 843
IBM Cognos BI Administrator Perspective 843
PART VI: MANAGING IBM COGNOS PROJECT 845
Chapter 14 Manage IBM Cognos Project: An Overview 847
IBM Cognos BI Product Roadmap and Versions 848
IBM Cognos Series 7 Roadmap 849
IBM Cognos BI Roadmap 850
High-Level Flow of a BI Application 852
Thinking Dimensionally 853
High-Level Data Flow in a BI Application 855
BI Application Development: Agile/Iterative Approach 856
Types of BI Implementation 856
New Implementation 857
Conversion of a Legacy Non-IBM BI System to an IBM Cognos BI System 857
Upgrading from One Version of IBM Cognos BI to a Later Version 858
Migrating from Previous Versions of IBM Cognos BI to Later/Current Versions of IBM Cognos BI 859
Product Migration Guidelines 860
Managing an IBM Cognos BI Project 862
BI Project Phases: Overview 863
Plan/Analyze Phase 864
Design Phase 864
Configure/Build Phase 865
Deploy Phase 865
Operate Phase 865
Project Phases and Associated Tasks/Work Breakdown Structure (WBS) 865
Analyze Phase 865
Design 869
Configure/Build 874
Deploy 878
Post Launch Activities 881
Operate 882
BI User Community 885
BI Project Execution Team: Resource List Versus Task List 886
Reporting Requirements, Cognos Tools, and Resource Map 887
BIG Data: Impact, Considerations, Tools, and Resources 889
Why Big Data? 889
What Is Big Data? 890
Analyzing Big Data with IBM Business Analytics 891
BI Big Data Architecture for Data at Rest 892
BI Big Data Architecture for Data in Motion 893
In a Nutshell: Reviewing by IBM Cognos BI Audience 894
Developer Perspective 894
Architect Perspective 895
Project Manager Perspective 895
Business Analyst Perspective 896
End-User Perspective 896
IBM Cognos BI Administrator Perspective 897
PART VII: APPENDIXES 899
Appendix A Chapter 9 Project External Data File 901
Appendix B IBM Cognos v10 BI Certification: Sample Exam Questions 903
Appendix C Project Plan 909
Appendix D Sample Reports Requirements Template 925
Index 931