IBM Cognos Open Mic Cognos BI : New Features

IBM Cognos Open Mic Cognos BI 10.2.1 : New Features 21st August, 2013 1 © 2013 IBM Corporation IBM Cognos Open Mic Team Amit Desai – IBM Cognos S...
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IBM Cognos Open Mic Cognos BI 10.2.1 : New Features

21st August, 2013 1

© 2013 IBM Corporation

IBM Cognos Open Mic Team

Amit Desai – IBM Cognos Support Engineer Presenter

Gracy Mendonca – IBM Cognos Support Engineer Technical Panel Member

Reena Nagrale – IBM Cognos Support Engineer Facilitator 2

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Agenda      

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Cognos Workspace Cognos Workspace Advanced and Report Studio External Object Store Multitenancy Cognos Mobile Dynamic Cubes

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Cognos Workspace – New Features      

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Slider and Select Filter properties mapping Dynamic Slider/ Select value refresh Easier Resize to fit content Visualization Coach Improvements Content Pane closes when workspace opened Drill Behaviour

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Cognos Workspace - Slider and Select Filter properties mapping  



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Earlier versions could not map or merge like items to other like items For example, if you have two reports from two different packages, one report has a dimension/data item named Year and the other has a dimension/data item named Yearly, they show up as two different items in the properties dialog even though they filter on the same item. Users will now be able to map the two like items in the properties dialog, and mapped items will show up as a single filter item.

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Cognos Workspace - Dynamic Slider/ Select value refresh 

Slider will show any new values added to the underlying source report • Although new values from the report will appear, the slider values set by the end user will remain unchanged Initial slider view with values from 2005 to 2007

Updated slider view with values from 2005 to 2008 (although user set values remain unchanged, ie: 2005 to 2007

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Cognos Workspace - Easier Resize to fit content   

Previously, user would need to select the widget “Action” menu and then choose the option to “Resize to Fit Content”. It‟s a recurrent and common action performed by users Now, this option is available as a separate button

Earlier Versions

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Current Version

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Cognos Workspace - Visualization Coach Improvements 

New options available on Chart Drop-down\Do More dialog box • X-axis and Y-axis additional options • Additional Chart Descriptions

X-axis and Y-axis recommenders and optional choices

Tips and reasoning behind choosing which chart to use

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Cognos Workspace - Content Pane closes when workspace opened 

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With this release, whenever an existing workspace is opened, automatically, the Content Pane will close, making more canvas space available for the workspace

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Cognos Workspace - Drill Behaviour  

Drill behavior in Cognos Workspace now replicates how Report Viewer Drill behavior works – ie : Drilling down will maintain parent levels Dashboards will maintain their formatting, nesting etc. when drilling up and drill down in Cognos Workspaces

New

Old

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Cognos Workspace - Drill

Behaviour (Cont‟d…)

- Default action can be changed via Advanced Server Properties - Setting this value to “true” will disable it (Revert to Cognos 10.2 GA) - Setting this value to “false” will enable it (New to Cognos 10.2.1)

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Cognos Workspace Advanced & Report Studio – New Features     

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Expanded text-based filtering Simplified custom grouping Sharing sets between reports Showing values as percentages MS Excel export formatting options

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Cognos Workspace Advanced: Expanded text-based filtering •

As the volume of data becomes increasingly large, it is important to focus on relevant information New filtering options for relational data: New search options for filters: • SQL Pattern match characters include %, _ • „Ends with any of these keywords‟ • Ends with, Contains, etc…

Note: Relational models only 13

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Cognos Workspace Advanced: Simplified custom grouping • • •

Functionality to control the way the data is grouped In addition to using the Custom Grouping dialog box to create custom groups, now you can create, edit, combine, and remove custom groups by using the right-click context menu. These custom groups are nothing but member sets

Note: Dimensional models only 14

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Cognos Workspace Advanced: Sharing sets between reports If a set is defined for one report, the definition can be saved, shared and reused by any other reports. • Define once, and reuse • Consistent groups Shared sets can be designated with Run Time or Design Time inclusion. • Run Time - The report uses the shared set as it was defined. • Design Time- The report caches the contents of the shared set as it was defined and uses this definition until it is Refreshed by the report author.

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Cognos Workspace Advanced: Sharing sets between reports cont‟d Steps : 1. Crate set with required elements 2. Give a name and description to set for sharing 3. Save the source report 4. Right Click Model Tree -> Click Add Shared Set Report 5. Select the Source Report where the set has defined 6. The Shared set will be added to the Model tree as shown in at point 5. 7. Open a new/blank report 8. Now you will be able to drag the shared set to it, without needing to redefine the set

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Cognos Workspace Advanced: Showing values as percentages In a crosstab, values can be displayed as % of row, column or both

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Note: Dimensional models only

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Cognos Workspace Advanced: MS Excel export formatting options • •

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You no longer lose the group formatting when exporting to Microsoft Excel. You can choose whether repeating crosstab cells or grouped list columns will be grouped upon export, or whether the values will be repeated for each row or column. Note that this exact same formatting option has also been included in Report Studio.

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External Object Store – New Features    

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Why to use it ? How to configure it ? Content Migration Migration Strategies

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External Object Store – Why to use it ?  









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You can configure the Content Manager to store report output to a local drive or network share by defining an external object store. Report output is available through IBM Cognos Connection and IBM Cognos Software Development Kit, but the report output is not stored in the content store database. Manage saved reports outputs(only) in the file system • Remove saved report outputs from the Content Store RDBMS • Generally 80-90% of the content is saved report outputs Repository Service compliments Content Manager • Saves report outputs from Content Manager • Serves report outputs directly bypassing Content Manager • Reduces loan on Content Manager • Spread load across BI servers Content Manager reduced workload • Improved stability • Faster performance • No BLOBS • No output retrival Faster backup and restore • Smaller RDBMS • IT generally expert in the file system management • RAID, backups etc.

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External Object Store - Configuration 





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Prerequisites • Provide Content Manager computers with access to the file location of the external object store. • Provide the user account that runs the IBM Cognos service with read and write access to the file location. • Create the content store. Create directory • Ex: C:\CognosBIContent • Must be shared for multiple servers • Set security to Cognos BI services user access Add External Object Store • In Cognos Cognos Configuration • On all Content Manager servers Set Cognos BI service user • On all servers Restart BI Servers

In a distributed installation, all Content Managers must have read and write access to the file system location. To improve performance when reading outputs, Application Tier Components, essentially the repository service, should have read access to the file system location. If they do not have read access, requests are routed to the active Content Manager. © 2013 IBM Corporation

External Object Store – Configuration cont‟d…

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Content Migration 

New saved report outputs • Stored in External Object Store



Existing saved report outputs • Still stored in Content Store RDBMS • Delegated based on retention rules (versions)



Retention Rules • Governed by Report Output versions property of report



Report retention rules apply to the saved report outputs • As report outputs expires it is deleted regardless of storage location

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Migration Strategies 

Trickle Migration • Default behavior per previous slide • Content Store RDBMS size will diminish over time



Mass Migration • Export entire content store (AKA Full Deployment) • Create new empty content store • Import Full Deployment • Report outputs are stored in External Object store and Rest of the objects are imported into Content Store.



Hybrid Migration • Export specific package(s) • Delete package(s) • Import packages(s) • Report outputs for specific package(s) are stored in store • Other packages will have trickle migration

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Multitenancy -

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Multitenancy - what is it? How to configure it in Cognos Optional archive of public content Tenant Removal Default account profiles for tenants Tenant Lockout User Session Cancellation Content Store Usage Reports Tenant on-boarding

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Multitenancy - What is it? 

Multitenancy provides the capability to support multiple customers or organizations, called tenants, by using a single deployment of an application while ensuring that each tenant users can access only the data that they are authorized to use. Such applications are called multitenant applications. Multitenant applications minimize the extra costs associated with these environments.



Managing Tenants - IBM Cognos Business Intelligence provides built-in multitenancy capabilities. The Cognos BI multitenancy feature does not require you to perform additional administration tasks to manage tenants because it reuses your existing authentication infrastructure.



Manaing Users - When multitenancy is enabled, it does not affect how you currently manage your users and groups. To add, remove, or manage tenants, you use your existing authentication provider.



Objects within Content Manager can be associated to a particular tenant or be categorized as public. Public objects are visible by all users regardless of the user's tenancy if the object security policies permit access.



Tenancy checks during object access are evaluated before permissions associated with an object. Therefore, users in a multitenant application see only the objects that are associated with their tenant and objects that are categorized as public.

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Multitenancy - Optional archive of public content  What does this mean to sys admins?  This means that when doing a deployment from Cognos Administration, you can not only do a deployment of specific Tenant content, but if you are moving that tenant to a new environment and would like to bring any other public content (objects in Cognos Connection that haven‟t been secured against a specific tenant ID) you can do so.   

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From Cognos Administration, create a new deployment export, you will notice the deployment method options have changed slightly. Now the user has the option to select tenants. Then they will be asked to select the tenants they would like to create a deployment for.

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Multitenancy - Tenant Removal 

This functionality is available to give admins the ability to remove a tenant from the Cognos administration page.



However, please note that deleting the tenant will also delete all content mapped to that tenant. (reports, folder, packages, schedules, etc.) (Currently no ability to check whether or not a tenant has got objects against it)



All that is necessary to remove a tenant is to check the checkbox next to the tenant you would like to remove and then click on the red X to delete, it will not warn you, it will simply remove that tenant and any content mapped to it in Public Folders. (Enhancement logged to warn admin)

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Multitenancy - Default account profiles for tenants 

Similar to the past versions with the default user profile found under the Cognos namespace in Cognos administration, the users can create a default user profile on a per tenant basis, so that each tenant can have their own preconfigured environment/user profile.



To set this up simply go to Cognos Administration -> to the Multitenancy tab -> Click on the blue drop down arrow next to the tenant you would like to create a default user profile for.



Then you will select „edit default tenant profile‟ and if this is the first time you will get a message like the one below, you click ok to generate a default profile.

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Multitenancy - Tenant Lockout 

This is a key security feature in the new Multi tenancy functionality, it is in place so that in the event some maintenance needs to be done or a security issue has become known for this tenant, they can be locked out of the environment in order for the system admins to have time to correct the issue.



To lockout a tenant all that is needed is to click on the blue drop down arrow for that tenant and select set properties, in the general tab of that properties window, disable the entry.

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Multitenancy - Tenant Lockout cont‟d… 

When a user that belongs to a tenant that has been disabled tries to login they will get an error message like the one below.



Once the issue has been fixed by the system admins they can re enable the tenant and users will be able to login again.

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Multitenancy - User Session Cancellation 

This is also a handy new feature for multi tenancy, if there is an issue with some active user sessions from one tenant that could bring down the environment or cause issues for other tenants a system admin has the ability to cancel all open sessions for that tenant.



To do so, in Cognos Administration navigate to the Multitenancy tab, from the blue drop down arrow for the tenant in question and then select „Terminate Sessions‟.



From a system admin perspective you will get a window telling you how many sessions were killed. From the user perspective, it‟s as though they hit the inactivity timeout and will be prompted to login again to continue working, any reports being run will fail.



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Multitenancy - Content Store Usage Reports 

The purpose of this feature is to give the system administrator the ability to monitor the usage of the content store, either on a per tenant basis or for all tenants.



This is useful to clients because they need to be able to see what tenants are taking up the space on their content store database, in order to plan for resource increases, billing purposes, etc.

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Multitenancy - Content Store Usage Reports cont‟d… 





From Cognos administration, go to the Multitenancy tab and select „create content utilization task‟, then give it a name and click next. In the next screen you will be prompted to select the tenants you want to check for usage for.

Then you have 2 options at the bottom, • The first is for the output file, do you want all tenants in 1 file or do you want 1 file for each tenant? • The second is for granularity of the report data, •You can select it to output on an object type level, or •Output all objects in the content store.



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To view the output file you will need to go to the logs directory for the Content manager and you will see a .csv file called cmUtilization with a time stamp.

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Multitenancy - Tenant on-boarding    

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This feature relates to the initial setup of the users for each tenant with respect to the environment. If you have an LDAP namespace that you have enabled Multitenancy on you need to add all tenants into Cognos Administration Multitenancy tab. If you only add some tenants, then the users that are in tenants that aren‟t listed in Cognos administration won‟t be able to login to Cognos. Once you have setup a tenant the admin should go in and create a default user profile for that tenant, otherwise the Cognos default profile will be used.

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Cognos Mobile -

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Report Fidelity Zoom on Active Reports Pinch and Zoom on existing Active Reports User Experience: Support for HTML saved output Supported HTML5 prompts Scalability and Performance Auditing and How-To Videos

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Cognos Mobile - Report Fidelity • Mobile will display what the BI Server renders (formatting, colours, fonts, drill -through) • Applicable to the iPad native app and the WebApp

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Cognos Mobile - Zoom on Active Reports 

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Zooming on Active Reports • Users will be able to zoom on ARs run or executed in RP1

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Cognos Mobile - Pinch and Zoom on existing Active Reports  

Existing Active Reports in IPad Native App will not zoom Existing Active Reports MHT files must be re-run in by RP1 server



Existing reports can be rebuild using the Refresh option on the IPad.

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Cognos Mobile - User Experience: Support for HTML saved output 

Report output save in HTML can now be viewed from through the IPad native App

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Cognos Mobile - Supported HTML5 prompts • Mobile replaces some default BI prompts with touch friendly HTML5 prompts • Applicable to Date, DateTime, select value… (not tree prompt) • Available on the WebApp and iPad client Web Prompt

Other mobile-feel enhancements: • • •

Touch Responsiveness Scrolling lists End of list bounce

Android

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IOS

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Cognos Mobile - scalability and Performance 

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Server Scalability for reports that are manually run • Mobile will display only the first page • Users can swipe to go to the next page or • Tap on the new “Get all pages icon” No long wait times for the user when running or refreshing a report The server‟s load is dramatically reduced because it will only render what is requested, when it is request. Additionally, the report results are cached, so that, swiping back will render the previous page straight from the locally cached content.

Get all pages Swipe

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Cognos Mobile - Auditing and How-To Videos 



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Auditing • We now track all activity done by Mobile users in the Cognos IPF Audit logs • New Audit reports were created and deployed with BI Samples How-to Videos - Users can watch high quality How-to Videos about Mobile on their iPads

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Configuration 

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When Mobile is installed, a new tab appears in Cognos Configuration

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Dynamic Cubes -

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Memory and Performance Improvements Security and Administration Enhancements Improved cube administration capabilities Screenshots

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Dynamic Cubes – Memory and Performance Improvements 

General improvements in memory and performance  Optimizations for reduction in overall memory footprint  Query performance improvements





Aggregate advisor performance and aggregate coverage improvements 

Analysis to include existing database aggregates



More information provided for in-database recommendations



Improved size estimates for some models

Overall improvements to the Aggregate Advisor to : • Reduce time to run the advisor • Recommend in-memory aggregates that load faster because of improved database aggregate coverage • Provide better aggregate consolidation



Support for first/last/current period aggregation 

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Closes a feature gap with PowerCubes

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Dynamic Cubes – Security and Administration Enhancements 

More robust security capabilities for Dynamic Cubes - Support for securing dimensions and attributes - Ability to leverage external table for member security definitions - Dynamic security refresh of cube



Enhancements to Cognos Cube Designer - Improved auto-design features - Performance indicator



Improved administration capabilities - Cube-centric view of administering Dynamic Cube applications

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Dynamic Cubes – Improved cube administration capabilities 

IBM Cognos 10.2 • Required navigation through different parts of the Cognos Administration Console • Still supported in 10.2 RP1



IBM Cognos 10.2 RP1 • Provides a consolidated view of all Dynamic Cubes • Similar to a database administration console • 2 views available: • Cube centric • Server group centric

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New ‘Data Stores’ page

‘Data Stores’ view presents all cubes present in an installation. Can filter to see base or virtual cubes. 49

Contains cubes not yet configured © 2013 IBM Corporation

Direct access to a cube’s data source properties Direct access to a cube’s security views 50

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Ability to perform actions on a selected group of cubes. 51

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Direct access to a cube’s properties without navigating through the Query Service property page. 52

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Server group view shows all server groups with cubes assigned to them.

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View all cubes within a dispatcher, selected from within a server group.

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Can perform actions on selected cubes.

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Performance and Scalability Mobile Request optimizations improves response Report fidelity- BI server now handles report output Batch Batch has been optimized for small fast running reports Improved CPU Utilization Disk I/O Scalability Files are now cached in memory which greatly reduces Disk I/O activity Report Rendering Removed redundant calls, reduced unnecessary compression, improved memory usage

Configuration Improved system defaults

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Active Reports Optimized Internal Structure Better use of compression Improved memory consumption

Dynamic Cubes Simplified SQL query structure Reduced Memory Footprint Improved aggregate selection logic Bursting Bursts reports can now be distributed across report servers Better use of hardware resources Platform Overhead Optimized communications – threads reduced

Dynamic Query Improved DMR first run performance Improved TM1 interactive analysis

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Reference Links • Cognos 10.2.1 New Features http://public.dhe.ibm.com/software/data/cognos/documentation/docs/en/10.2.1/crn_nf.pdf • Dynamic Cubes Hardware Sizing Recommendations https://www.ibm.com/developerworks/library/ba-pp-performance-cognos10-page635/ • The IBM Cognos 10 Dynamic Query Cookbook http://www.ibm.com/developerworks/data/library/cognos/infrastructure/cognos_specific/page529.html

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Q&A

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