The Journey to Cognos Analytics. Paul Rivera, Eric Smith IBM Analytics Lab Services

Transcription

1 The Journey to Cognos Analytics Paul Rivera, Eric Smith IBM Analytics Lab Services

2 Agenda What s Changed What Cognos Analytics Requires Lifecycle of a Typical Migration Upgrade to Cloud What about How Cognos Analytics compares to v10.x and v8.4 Resource requirements vary to v10 Step by step walkthrough An opportunity to move to a cloud based solution Commons questions and concerns IBM Corporation

3 What s Changed?

4 Bring your data to life Cognos Analytics is ready when you are with a unified experience that works the same on web or mobile devices, enabling you to quickly find, analyze, create and share insight IBM Corporation

5 At a glance Cognos Analytics is an upgrade to Cognos Business Intelligence (v8, v10) All your v8 / v10 content moves forward New version of Cognos Lifecycle Manager to assist upgrade As before All the traditional studios are available No License changes free to download from Passport Advantage for existing customers Redefined consumption experience for any device Accelerated business modeling and performance Redefined report authoring and analysis IBM Corporation

6 A new way to work A new portal A new search functionality Enabled by default My content = My Folder Team content = Public Folders New - Recently used assets IBM Corporation

7 Content Management New sliding panels for easy navigation Maintains folder security specifications from v8 / v10 Create folder, sort, copy, move, change properties and more IBM Corporation

8 Limited and Fully Interactive Reports Reports can run in limited interactivity or full interactivity mode. Any report can be set to either mode by the author using the Run with full interactivity Report Property: Full interactivity By default, new reports are fully interactive (Run with full interactivity default to Yes). The author can limit the interactivity by setting Run with full interactivity to No Limited interactivity By default, reports upgraded from v8/v10 run with limited interactivity The author can set them to full interactivity (Run with full interactivity = Yes) IBM Corporation

9 Cognos Workspace in Cognos Analytics Currently Still available in Cognos Analytics, opens in a new browser tab Removed certain capabilities such as the Do More Announced for deprecation IBM Corporation

10 A new mobile experience Cognos Analytics from Safari on ipad Access through the same URL as on desktop Interface only shows the capabilities supported on mobile On demand toolbar menus are touch friendly Report prompts are converted to native controls Cognos Analytics from native ios/android apps Consume Active Reports while disconnected from the Cognos server No access to standard reports IBM Corporation

11 Schedules and Subscriptions All schedules and jobs are maintained Users can now subscribe to reports The report is delivered to their Notification Center on a schedule IBM Corporation

12 Manage Basic administrative capabilities Targeted at the departmental admin Links to Cognos Administration for admins Perform many of the same tasks as in Cognos Administration IBM Corporation

13 Simplification of the Studios We ve reduced the number of interfaces for simplicity: Report Dashboard Story Data Module Don t worry! The old studios are still there, just hidden away IBM Corporation

14 Studio / tool Report Studio Cognos Workspace Advanced Viewer Query Studio Analysis Studio Cognos Workspace Event Studio Metric Studio Cognos for MS Office Cognos Connection Cognos Analytics Merged together Hidden by default, announced for deprecation Hidden by default, announced for deprecation Hidden by default, expected for deprecation Hidden by default, no plans to enhance No change No change Replaced with the new portal PowerPlay Studio Integrated with Cognos Analytics IBM Corporation

15 LifeCycle Manager A tool that can streamline the upgrade process by automating the validation of content between a source and target Cognos environment IBM Corporation

16 LifeCycle Manager Create Task Select Content IBM Corporation

17 Compare Results IBM Corporation

18 Capability Comparison Interfaces and Studios Capability Cognos Connection Cognos Analytics Portal Cognos Viewer Cognos 8.4 Cognos Cognos Analytics Cognos Portal Pages ** Dashboards Reporting Report Studio Workspace Advanced Workspace * Event Studio Analysis Studio Query Studio PowerPlay Transformer Framework Manager Cube Designer R I Available in the version Not available *Cognos Workspace in Cognos Analytics has limited functionality (e.g. no Do More capability) and has been announced for depreciation. **Portal Pages open in a different browser. Portal Tabs are no longer available IBM Corporation

19 Capability Comparison Functionality Capability Full Interactivity mode Full mobile experience Schedule report Report subscriptions Cognos 8.4 Cognos Cognos Analytics Cognos SDK * Portlets in 3 rd party applications CQM query engine ** DQM query engine Manage console Full administration console My Data Sets *** FM Packages Data Modules R I Available in the version Not available * New capabilities like Dashboards are not currently accessible from the SDK ** No CQM support for TM1, Essbase, SAP BW, Microsoft Analysis Services *** Existing reports will continue to work as long as the associated DB2 database is retained IBM Corporation

20 What Cognos Analytics Requires New functionality needs new considerations

21 Prerequisites? Operating Systems Windows Server 2008 R 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 LTS Base POWER System Little Endian x86-64 Content Server Database SQL Server 2012, 2014 Oracle 11g R2, 12c R1 DB2 (10.1, 10.5, 11.1), AdvancedWorkgroup 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 * Check Software Compatibility site for deprecated drivers IBM Corporation

22 Many ways to install Easy Install Informix installed/configured for Content Store database Apache Directory Server Expand E.g. Expand a distributed install Initial install must be up and running to use the Expand install Uses the same URL as the initial install Custom Pick and choose Application Tier, Data Tier, Optional gateway (Kerberos w/iis, 3rd party portal integration, report/dashboard requirements for images/logos). * We have disabled the install of multiple components such as FM, Cube Designer, Samples, etc. in the same folder IBM Corporation

23 Same core sizing considerations Core sizing activities do not change from New functionality requires new considerations: Data modules Dashboards Items to consider: Size of data sets and uploaded content Potential additional load on the servers as users interact with their content using new Cognos Analytics self-service - dashboarding, webbased modeling, search, etc IBM Corporation

24 Odds and Ends JDBC Drivers Depreciated: install_location\webapps\p2pd\web-inf\lib New: install_location\drivers Uploaded files, data sets Saved in the content store Unique Install Paths No more 64 or 32 bit file paths C:\Program Files\IBM\Cognos\Analytics- Server C:\Program Files\IBM\Cognos\Model FM C:\Program Files\IBM\Cognos\Designer CubeDesigner Application Servers WebSphere Liberty IBM Corporation

25 Content Management and Administration Uploaded files will increase the size of your content store Consider External Object Store Review and apply governance New installation strategy External Object Store Improved Overall Performance No output in the Content Store database Significant reduction in Content Store size Improved CM stability Improved content store deployment & backup/recovery Archiving Repositories available IBM FileNet File System IBM Corporation

26 IBM Cognos Analytics - Multitenancy Cognos BI Cognos BI Cognos BI Greatly simplified security configuration for multitenant applications Complete isolation of tenants within a single instance of Cognos Analytics Identify and move an existing tenant along with all of its content from one Cognos BI instance to another Tenant-aware auditing IBM Corporation

27 Lifecycle of a Typical Upgrade From start to end

28 Five phases to a successful upgrade Assess: Define requirements and solution design Install and configure: Migrate: Transfer existing content Test and Fix: Check content Go-Live: Business as usual Key activities Considerations User base Hardware Security Style of use Dynamic Cubes Ad-hoc / scheduled Future direction More users New functionality Steps include Installation Server configuration Security Data sources Mail server Test install Test configuration Slow process Content Store upgrade Basic testing Snapshot Test, fix, test, fix.. Content validation Lifecycle Manager Fix & re-test Acceptance Parallel running Education sessions Switch point BAU support Additional CA questions Look to exploit new functionality Goals and outputs Clear Vision Clear view of solution design Fully documented design and upgrade plan Robust Platform Complete Cognos Analytics platform Fully documented All Content All existing content onto Cognos Light documentation Verified Solution Test documentation Fully working content Business As Usual Users fully migrated User guidance documents Stable platform to progress with CA IBM Corporation

29 Five phases to a successful cloud upgrade Assess: Define requirements and solution design Install and configure: Migrate: Transfer existing content Test and Fix: Check content Go-Live: Business as usual Key activities Considerations User base Hardware Security Style of use Dynamic Cubes Ad-hoc / scheduled Future direction More users New functionality Slow process Content Store upgrade Basic testing Snapshot Test, fix, test, fix.. Content validation Lifecycle Manager Fix & re-test Acceptance Parallel running Education sessions Switch point BAU support Additional CA questions Look to exploit new functionality Goals and outputs Clear Vision Clear view of solution design Fully documented design and upgrade plan All Content All existing content onto Cognos Light documentation Verified Solution Test documentation Fully working content Business As Usual Users fully migrated User guidance documents Stable platform to progress with CA IBM Corporation

30 Stages of the Upgrade Workflow Proven Methodology Included within the installation and configuration guide Recommended, proven workflow, approach to upgrade Great starting point for the creation of your plan! Review, evaluate, plan/execute and Adopt new features IBM Corporation

31 Assess Assess: Define requirements and solution design A solution should be led by it s requirements from the business Interviews, workshops, etc. Existing considerations still valid User base Hardware Security Plan capacity for the new functionality likely to be used. Dashboards Personal files Fully document: Requirements Solution design Project plan IBM Corporation

32 Install and configure Install and configure: The easy bit! Just follow the solution design Start with development/test environments and move up to production Especially if hardware is being reused Close ties required with all involved Database team BI team Infrastructure team Stakeholders Basic infrastructure testing Document full solution Configuration Settings (Cognos, system and database) IBM Corporation

33 Upgrade Upgrade: Transfer existing content No reports left behind Follow upgrade plan set out in solution design Copy content to new content store database Some Cognos configuration work required Do not direct Cognos Analytics at your existing content store if you still have Cognos BI running against it make a copy for an in-place upgrade. Basic testing to ensure successful upgrade Simple documentation What happened Achievements IBM Corporation

34 Test and Fix Test and Fix: Check content Validation of Reports & Dashboards Data sources Jobs & Schedules Visualizations Follow project plan Start Test Content Cognos Lifecycle Manager v11 Validate content across environments Live or Benchmarks Resolve any issues and retest Pass? No Fix Document Testing process Testing results Fixes required Yes End Text IBM Corporation

35 Go-Live Go-Live: Business as usual Announcements/ marketing of Cognos Analytics arrival Enablement/workshop sessions End users Authors Internal support teams User guides to address common questions Business as usual Start exploiting the functionality IBM Corporation

36 Demo

37 What about Common questions concerns

38 So I can just copy everything across and it will work? No Report is left behind, and your reports should work however some functionality may differ Upgraded reports run in non-interactive mode by default no change seen Limitations with Workspace dashboards and Portal pages Despite the assurance that everything should work in Cognos Analytics, a proper upgrade and testing exercise should take place. Use Cognos Lifecycle Manager IBM Corporation

39 Where are the old Studios in Cognos Analytics? Hidden from the main portal Companion applications are still available for existing customers Cognos v10 Studios My Inbox Drill-Through Definitions My Watch Items IBM Corporation

40 Can I still use My Data Sets (v10.2.2) No longer updateable Existing reports will continue to work as long as the associated DB2 database is retained For critical reports, it is possible to update the underlying DB2 data directly but this will obviously require IT assistance. Re-upload your data using the new Upload files feature and recreate reports / dashboards IBM Corporation

41 How long will it take? Variables include Size of infrastructure User base Resource availability Success helped by Instant access to stakeholders Instant access to technical teams Instant access to infrastructure Ask for help understanding what s required for you IBM Corporation

42 Find more details on Cognos Analytics Main Cognos Analytics page Community: Free trial Documentation Upgrade guide Upgrade Central FAQ installation steps gnos Analytics YouTube Channel IBM Corporation

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