Upgrading to Cognos Analytics Release 4: What You Need to Know

Release 4: Installation, Configuration
& Architectural Considerations
UPGRADING TO COGNOS ANALYTICS:
WHAT YOU NEED TO KNOW

• Introduction
• Senturus Overview
• Prerequisites
• Installation Options
• Gateway/Web Servers
• Companion/Legacy Tools Status
• Odds and Ends
• Release Schedule
• From the Labs
• Q&A
• Additional Resources
Agenda
Copyright 2016 Senturus, Inc. All Rights Reserved.

Presenters
Jim Frazier
VP of Client Solutions
Senturus, Inc.
Todd Schuman
Practice Lead
Installations, Upgrades,
and Optimization
Senturus, Inc.

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This slide deck is from the webinar: Upgrading to Cognos
Analytics
To view the FREE video recording of the presentation,
download this deck or read the Q & A, go to:
http://www.senturus.com/resources/what-you-need-to-
know-before-upgrading-to-cognos-analytics/
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Business Analytics Consultants
WHO WE ARE

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Prerequisites
Supported Software
http://www-01.ibm.com/support/docview.wss?uid=swg27047186
IBM Cognos Analytics 11.0.4
Requirements by Type Requirements by Platform
Operating Systems AIX
Software (including application servers, data
sources and web browsers)
Linux
Hardware Mobile OS
Hypervisors Solaris
Windows

• Windows Server
– 2008
– 2012
• Red Hat (RHEL) 6.5 & 7.5
– IBM z Systems
– POWER System Big/Little Endian
– x86-64
• SUSE (SLES) Base
– IBM z Systems
– X86
– Ubuntu 14.04 LTS Base
– POWER System – Little Endian
– x86-64
Prerequisites – Operating Systems

• Content Server Databases
– SQL Server 2012, 2014
– Oracle 11g R2, 12c R1
– DB2 (10.1, 10.5, 11.1), Advanced Workgroup
Server Edition (10.5)
• Data Source Databases
– SQL Server 2008, 2012, 2014, 2016
– Oracle 11g, 12c
– DB2 9.7, 10.1, 10.5, 11
– Advanced Enterprise Server Edition
– Advanced Workgroup Server Edition (10.5 only)
– Enterprise Server Edition
– Express Edition
– Workgroup Server Edition
Prerequisites -- Databases

• Microsoft Internet Explorer 11
• Chrome 45
• Mozilla Firefox 45
• Apple Safari 9
Internet Explorer and Firefox are only browsers to support
all new and legacy components
Prerequisites – Browsers

Release 1
• Ready to run
• Expand
• Custom
Release 2&3
• Easy install
• Custom/expand
Installation Options

Release 4
• IBM Cognos Analytics
- Easy Install
- Custom
IBM Cognos Analytics tools
• Lifecycle Manager

Easy Install
• First install
• Connect and install
Similar to 10.2.2 Quick Start
• Informix 12.10 – installed and
configured as Content Store
• Apache directory server –
authentication provider
Note
• No companion/legacy tools
• Only run once per machine

First Install
• Content repository - mandatory
• Choose additional components
and/or samples
Connect and Install
• Select from 4 components
• Add failover content repository
option
Note
• Samples now part of Server Install
• Content repository = content manager

“Smarter” Cognos Configuration
• Focus on back-end install and
configurations
• Auto identify server name, no
more local host
• Auto identify available open
ports
• WebSphere liberty profile,
default to 4096
• Configuration group
⎼ Group name
⎼ Group host and port
Installation Options – Configurations

Centralized Configurations
• Configuration server/zookeeper -> OUT
• Configuration group -> IN
- Centralized concept
- Install and configure from one “central” server
- Eliminates need to make changes to every server in environment
- Set language, java heaps, interactive/batch mode across all
servers
- Schedule interactive/batch timing based on schedules
Installation Options – Configurations

To view the FREE video recording of the presentation,
download this deck or read the Q & A, go to:
http://www.senturus.com/resources/what-you-need-
to-know-before-upgrading-to-cognos-analytics/
The Senturus comprehensive library of recorded
webinars, demos, white papers, presentations, and case
studies is available on our website:
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GATEWAY/WEB SERVER CONFIGURATIONS

”Optional” Gateway
• Required for Kerberos/single sign on (SSO)
IIS/IHS Redirects/Rules
• Application Request Routing Add-in (ARR)
• Allows old technologies to work well with the new rules
for CA11 SSO, legacy SSO, headers and legacy studios
Reverse Proxy
• Allows new services that require load balancing to work
with old legacy load balancing
Gateway/Web Server Configuration
http://www.ibm.com/support/knowledgecenter/SSEP7J_11.0.0/com.ibm.swg.ba.cogn
os.inst_cr_winux.doc/t_sso_actdirserver.html

Cognos 8/10 Studio/Tool Cognos Analytics
Report Studio
Workspace Advanced
Viewer
Merged together
Query Studio Hidden by default, announced for deprecation
Analysis Studio Hidden by default, announced for deprecation
Cognos Workspace Hidden by default, announced for deprecation
Event Studio Hidden by default, no plans to enhance
Metric Studio No change
Cognos for MSOffice No change
Cognos Connection Replaced with the new portal
Companion/Legacy Tools

Easy Install
• Assume new customer
• Disables legacy switch
Custom
• Assumes existing customer
• Enables legacy switch
Note: Limited studio support for Chrome
Companion/Legacy Tools

JDBC Drivers
• Depreciated: install_locationwebappsp2pdWEB-INFlib
• New: install_locationdrivers
Uploaded files, data sets
• Saved in the content store
Unique install paths – No more 64 or 32 bit file paths
• C:Program FilesIBMCognosAnalytics - Server
• C:Program FilesIBMCognosModel – FM
• C:Program FilesIBMCognosDesigner – Cube Designer
Image placeholder
Odds and Ends

• No more fix packs
• Releases are full builds, available on Passport
• Run on existing install directory
• Goal is quarterly releases
- General availability – 2015 ✔️
- R1 – Late March ✔️
- R2 – Early May ✔️
- R3 – Early July ✔️
- R4 – Mid September ✔️
- R5 – Late November/
early December, 2016
Image placeholder
Releases vs. Fix Packs

Release 5
• Removal of reverse proxy
• Built in load balancing of new REST API services
• Removal of server farm requirement
New Features?
• RAVE 2.0 – built in visualizations
• Mapbox
• FM direct access in dashboard
Image placeholder
From the Labs

Both Options Include
• Conversion of Query Studio Reports to Report Studio/Workspace
Advanced using Motio PI Pro
Prepare for Cognos Analytics v11: Two Options
Option 1: Upgrade Strategy
• Motio PI Pro 1 Year License
• Installation and Configuration of
Motio PI Pro
• Conversion of QS content to RS+
• Upgrade strategy assistance
including identifying:
- Content that must be
converted manually
- HW and SW dependencies
- Organization specific issues for
v11
- Upgrade assistance estimate
Option 2: Expert Support
• Motio PI Pro 1 Year License
• Installation and Configuration of
Motio PI Pro
• Conversion of QS content to RS +
• 16 hours of support from the
extended Senturus team of
specialists, including upgrade/
installation practice
$5,995 for either option

Our dedicated integration and upgrade staff provides expertise
and guidance to smoothly migrate your system to a stable platform
with minimal impact on end users.
• Quick Start
- Installation and configuration of development environment
plus full documentation
- $4499
• Full Upgrade Implementation
- Full service implementation across all appropriate
environments
- Free estimate with completion of short questionnaire
Read details here: http://www.senturus.com/ibm-cognos-upgrade-
services/. For more information contact: info@senturus.com or
888 601 6010 ext. 85
Upgrade Assistance – Two Options

QUESTIONS LOG
Answers to Questions Asked by Viewers
During the Webinar

Q: Is there an option to download Cognos Analytics release 4 for an
offline install?
A: If you are looking to have an offline laptop that can be used to
demo the software, yes you can. You will need to download and
install Cognos Analytics and run the Easy Install on a single server
to simulate this. Running the content store and data source
databases on the same server with Cognos BI Server is not
recommended, but can be done for a POC.
Q: Is Cognos Analytics release 4 integrated with ERSI maps?
A: ERSI is still available, but Pitney Bowes will support the
polygons and data sets going forward.
Q: Will Life Cycle Manager in Cognos Analytics release 4 work with
Cognos BI 10.2.2?
A: Yes, it works with Cognos BI 8.3 and newer.
Q&A: Upgrading to Cognos Analytics: What You
Need to Know

Q: Will agents from Event Studio continue to work in Cognos Analytics
release 4?
A: Yes, Event Studio is not going away, it just has not been updated to
the new Cognos Analytics interface. There are discussions happening at
IBM on how this functionality can be integrated better in the future.
Q: When data is added to the content store, is the actual uploaded
data or just the metadata saved in the content store?
A: File uploads and data sets are extracted into a parquet file and then
uploaded to the content store to ensure they are accessible in a multi-
server environment. When accessing data from these sources, a
temporary copy is brought down from the content store for report use.
Q: Can Framework Manager be used Cognos Analytics release 4?
A: Yes, Framework Manager is still a key component of Cognos and
there are no plans for it to be replaced any time soon.
Need to Know

Q: Will visualizations automatically import into Cognos Analytics
release 4? A: No, visualizations need to be manually added in release 4
by downloading them from the IBM Analytic Zone website at:
https://www.ibm.com/blogs/analytics-zone/
Q: Does Cognos Analytics release 4 still support Compatible Query
Mode (CQM)?
A: Absolutely. CQM has not been marked for deprecation and will
continue to run exactly as it does today. However, IBM has said
repeatedly that it has no plans to invest any more time and resources
in this technology and all future features and capabilities will be based
on Dynamic Query Mode (DQM). The new version of Life Cycle Manager
provides a testing and benchmarking tool that can give you better
visibility into what to expect if you convert your current CQM content
into DQM content.
Need to Know

Q: I've heard some people have had issues doing the install on top of
the old version of Cognos Analytics. Has this issue been fixed in release
4?
A: IBM actually released two versions of 4. The first release was
published in in mid-September and after issues arose, a second release
was published in early October. Make sure you have the latest version
to avoid this issue.
Q: Is Cognos mobile still supported in Cognos Analytics release 4 and is
there anything new?
A: Yes, it is still supported. We are still waiting to hear if the
smartphone app will be the focal point or if the new portal interface is
better served via a standard browser. We will watch this issue as it
continues to develop. We will share the news and direction from IBM
when we know more information.
Need to Know

Q: What is the best way to upgrade from Cognos BI 10.2.2 to Cognos
Analytics? Should I uninstall 10 then install 11?
A: We recommend you install in the default location (Analytics) and
run Life Cycle Manager to compare against Cognos BI 10.2. Do not
uninstall version 10 until you have tested version 11.
Q: Is there a way to use Studios in Cognos Analytics release 4?
A: Yes, as long as you didn’t select the Easy Install, you should have
the legacy Cognos Studios available. There is also a way to toggle the
ability to hide/show these studios if you change your mind.
Q: Does Cognos Analytics release 4 support PowerPlay?
A: Yes, PowerPlay 10.2.2 fix pack 5 needs to be installed in an
adjacent directory with Cognos Analytics to enable this. There are also
rumors that PowerPlay may be coming back specifically built for
Cognos 11.
Need to Know

Q: Are there any plans to make major changes to Framework Manager
in the coming year?
A: We have not heard of any plans for further changes.
Q: Does Cognos Transformer still work in Cognos Analytics release 4
and are there plans for it to work with future releases?
A: Yes, Transformer is still available in Cognos 11. There are no plans
to end support for Transformer. That said, Transformer uses
Compatible Query Mode technology which is no longer being invested
in by IBM.
Q: In Compatible Query Mode (CQM), data source connections on
Cognos BI 10, supports 32-bit Oracle client drivers only. Does this
requirement still exist because the BIBusTKServerMain process is
written in 32-bit code?
A: CQM uses 32-bit database drivers. To use 64-bit Dynamic Query
Mode, you need to use JDBC drivers.
Need to Know

Q: What will happen to my Transformer Cubes if I do not want to move
to Dynamic Cubes?
A: Nothing will happen to your Transformer Cubes. Transformer Cubes
and Dynamic Cubes are mutually exclusive.
Q: How does configuration group work in Cognos Analytics release 4? Is
it true that I only need to install it to one server and it's propagated to
others within the same group?
A: That is the goal, although it is still a work in progress. Cognos 11
uses the install options of first server and expand server. After creating
and customizing the first server and content manager, each expand
install should be able to capture all the configuration settings from the
first server and allow you to skip having to repeat the process. We
should see additional features added as releases continue to be
delivered.
Need to Know

Q: Have there been any announcements about using Power Cubes
instead of Dynamic Cubes in the future?
A: Not that we are aware of. The only thing we are seeing is Dynamic
Query Mode (which is the underlying engine of Dynamic Cubes) is being
invested in, while Compatible Query Mode (which is the underlying
engine of Transformer) is being supported, but not invested in.
Q: Does the Senturus Analytics Connector for Tableau and Cognos work
with Cognos Analytics release 4?
A: Yes, see all the technical specifications and other details here.
Q: Can Cognos BI 7 or 8 upgrade to Cognos Analytics release 4?
A: Cognos BI series 7 uses a completely different architecture then
what was introduced in Cognos BI 8/10 and cannot be upgraded. Most
versions of Cognos BI 8 can be converted. If you want to make sure,
you can contact us for additional assistance at: info@senturus.com or
888 601 6010 ext. 1.
Need to Know

Q: When will the Cognos Analytics’ licensing admin be updated? I
would like to be able to sort users alphabetically.
A: The date for the licensing admin update is yet to be determined.
We hope to see it in release 5 or 6.
Q: Is Cognos Analytics release 4 a stable version? We are wondering
whether we should install it now or wait a few months until the bugs
are worked out.
A: Cognos Analytics release 4 is stable and is the first version we feel
confident promoting for production environments. However, there are
a few quirks that are being resolved, but nothing serious enough that
we wouldn’t recommend you install release 4 now.
Q: Is JavaScript supported in Cognos Analytics release 4?
A: Sort of, JavaScript is supported in interactive mode, but in separate
files.
Need to Know

Q: Can you give an estimate on the work needed to rebuild Query
Studio and Analysis Studio reports in Cognos Analytics release 4?
A: Query Studio can be converted by Cognos automatically by clicking
on the ellipse next to a Query Studio report and selecting Convert to
Report. However, you will need to repeat the process for every Query
Studio report you want to convert. To further complicate things, doing
so creates a new Object ID in the content store, so existing references
such as schedules, jobs, shortcuts, etc. will not update to the new
version. Using the Senturus plug in for Motio PI Pro can automate the
conversions and repoint the references with just a few clicks.
There is no conversion method for Analysis Studio. However, our
experience has shown us, that these reports are limited as far as
design complexity and can quickly be rebuilt by users and IT.
Need to Know

Q: Will custom JavaScript work with Cognos Analytics release 4?
A: JavaScript will continue to run as long as Interactive Mode is set to
False. If you want to have the best of both worlds, you will need to
move to the centralized JavaScript concept introduced in Release 4.
Q: Can the Transformer install be shared between Cognos BI 10.2.2 and
Cognos Analytics release 4?
A: Yes, but you will need to constantly re-run the configuration tool
and generate crypto keys each time you repoint to a different
environment. MDC files can be moved or referenced from the same
place as an option.
Q: Are there any changes or updates in Cognos Analytics release 4 to
Cognos SDK?
A: No, all existing code should continue to run. However, SDK libraries
for new features such as dashboarding have not been released as of
early November.
Need to Know

Q: How will your Cognos training courses and the Cognos certifications
cope with frequent Cognos Analytics releases?
A: Senturus has recently updated our training courses. We have the
following courses available for Cognos Analytics:
• Self-Service OLAP Data Exploration in V11
http://www.senturus.com/training/course-schedule/self-service-olap-data-
exploration/
• Dimensional Report Authoring in V11
http://www.senturus.com/training/course-schedule/dimensional-report-
authoring/
• Professional Report Authoring in V11
http://www.senturus.com/training/course-schedule/professional-report-
authoring/
• Self-Service Data Modules and Dashboarding in V11
http://www.senturus.com/training/course-schedule/self-service-data-modules-
dashboarding/
• V11 New Features for Experienced Authors
http://www.senturus.com/training/course-schedule/ibm-cognos-analytics-v11-
new-features-authors/
Need to Know

Q: Do you have any tips or gotchas we should be aware of when
migrating to Cognos Analytics?
A: Before you migrate, you may be interested in viewing the Senturus
webinar recording Preparing for Cognos Analytics V11: Prep Now to
Ensure a Smooth Upgrade Later, in which we explain a fast way to
convert Query Studio reports now before you upgrade.
Q: Will we be able to migrated from Cognos BI 10.2 to Cognos Analytics
release 4 easily without using the Motio tool?
A: Yes, the Motio PI Pro tool is not required, but will make things
easier as it can automate labor intensive tasks.
Q: Is there a way to customize the Public Content view, like we can in
Cognos BI 10.2?
A: The extensions and themes capabilities introduced in release 4 are
beginning to address this. Expect more functions available in releases
5 and 6.
Need to Know

Q: Is the report URL available in Cognos Analytics release 4 or can I
only access report ID?
A: Yes, this is available in the properties.
Q: Does Cognos Analytics use the same licensing as Cognos BI 10.2.2?
A: Yes, the same licensing is used. You may be interested in Senturus’
free Cognos Licensing Renewal Review services
(http://www.senturus.com/ibm-cognos-support-renewal/), we evaluate your
license and determine where you can save money by right-sizing your
licenses and making sure you have the best type of license for your
needs.
Q: Where can I view the recording to this webinar?
A: The slide deck, video recording and answers to these questions are
available on our website at:
http://www.senturus.com/resources/what-you-need-to-know-before-
upgrading-to-cognos-analytics-senturus/
Need to Know

www.senturus.com/events
Upcoming Events

More Free Resources
PREPARING FOR COGNOS ANALYTICS V11
Prep Now to Ensure a Smooth Upgrade Later
http://www.senturus.com/resources/preparing-for-cognos-analytics-v11/
INSTALLING COGNOS ANALYTICS V11
Get Under the Hood of V11
http://www.senturus.com/resources/installing-cognos-analytics-v11/
DEMO: REPORT AUTHORING IN COGNOS ANALYTICS
Get Under the Hood of V11
http://www.senturus.com/resources/demo-report-authoring-cognos-analytics/
COGNOS ANALYTICS A CLOSER LOOK
New Report Authoring, Dashboarding and Modeling Tools
http://www.senturus.com/resources/cognos-analytics-v11-closer-look/

Thank You!
www.senturus.com
info@senturus.com
888 601 6010
Copyright 2016 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.

Upgrading to Cognos Analytics Release 4: What You Need to Know

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