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IBM Cognos Business Intelligence

Information roadmap for all users

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Product overview
Planning
Installing
Upgrading
Migrating
Administering
Modeling
Reporting
Troubleshooting
Education
Samples
 




Product overview

These documents provide a high-level introduction to the IBM Cognos Business Intelligence products, and some of the important new features and capabilities for version 10.1.0.

IBM Cognos BI New Features (Information Center)
This publication introduces you to the new features in IBM Cognos Business Intelligence version 10.1 and includes references to the product documentation for additional information. The guide gives you an organized view of the features by functional area and audience role.
IBM Cognos Business Intelligence V10.1 Handbook (IBM Redbook)
Use this IBM Redbook publication to help you understand the new features in IBM Cognos Business Intelligence version 10.1. This guide uses a fictional business scenario to demonstrate the capabilities of the product, and focuses on the roles of the Advanced Business User, Professional Report Author, Modeler, Administrator, and IT Architect.
IBM Cognos Business Intelligence V10.1: Intelligence Unleashed (IBM Redguide)
This IBM Redguide introduces the new features of IBM Cognos Business Intelligence version 10.1. The document discusses how the product can satisfy the needs of the user community by enabling features such as collaboration. The guide describes how IT is simplified because fewer components are required to deploy, manage, and maintain.
IBM Cognos BI - Overview (Marketing)
This is the home page for the IBM Cognos Business Intelligence version 10.1. Overview material describing the unified BI workspace, collaboration, and mobile analytics, as well as product demos, white papers, and videos are all available.


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Planning

Before you install IBM Cognos Business Intelligence, carefully consider your IT environment and your users and their business intelligence requirements. Careful planning facilitates performance, the best use of your resources, and helps you to avoid potential problems.

Cognos Business Intelligence 10.1 Software Environments (Technote)
This technote documents an up-to-date list of environments supported by IBM Cognos Business Intelligence products, such as operating systems, patches, browsers, Web servers, directory servers, database servers, and application servers. Before installing, review the supported environments to ensure your product works properly.
IBM Cognos Business Intelligence Release Notes (Information Center)
Before you install your IBM Cognos product it is important to be aware of all issues that can affect your installation strategy. There might be issues that were not known when the installation information was written. Review the Release Notes file before you install your product.
IBM Cognos Business Intelligence Architecture and Deployment (Information Center)
This document describes the IBM Cognos Business Intelligence architecture from the perspectives of structure, communications, workflow, and security. It provides information to help you plan an installation, improve performance, and secure a deployment.
IBM Cognos BI Installation and Configuration - Planning Your Installation (Information Center)
This document describes the distribution options for IBM Cognos Business Intelligence components and the tasks you perform to prepare for the installation.


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Installing

After carefully planning your system, you can begin installing the various prerequisites and components. These documents provide step-by-step instructions for installing and configuring components of IBM Cognos Business Intelligence, Version 10.1.0. Product installation guides, such as the IBM Cognos Data Manager installation and configuration guides, component add-on installation guides, such as the IBM Cognos Mobile, and Getting Started Installation Guides, such as IBM Cognos Reporting are available in the IBM Cognos Business Intelligence Information Center.

Installing IBM Cognos BI Components
IBM Cognos BI Installation and Configuration (Information Center)
This guide contains instructions for installing, upgrading, configuring, and testing IBM Cognos Business Intelligence. The document provides information about changing application servers, and setting up samples.
IBM Cognos Statistics Installation and Configuration (Information Center)
IBM Cognos Statistics is used with IBM Cognos Business Intelligence to provide business users, analysts, and programmers with the ability to analyze, view, and present complex data. This document describes the installation, configuration, and administration tasks required for IBM Cognos Statistics.
IBM Cognos Virtual View Manager Installation and Configuration (Information Center)
Virtual View Manager is a server product that helps business users query different and distributed information sources and create a unified view of their business information. This document provides instructions for installing and configuring IBM Cognos Virtual View Manager with IBM Cognos Business Intelligence server and IBM Cognos Framework Manager.
IBM Cognos PowerPlay Installation and Configuration (Information Center)
This guide provides instructions about installing, configuring, and testing IBM Cognos PowerPlay.


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Upgrading

How to access content from previous IBM Cognos release from within the IBM Cognos 10 portal (multiversion coexistence) (Technote)
This document describes how to view content from an earlier release of IBM Cognos software, in the IBM Cognos Business Intelligence version 10.1.0 portal.
IBM Cognos BI Lifecycle Manager User Guide (Information Center)
This document describes the proven practice upgrade process, from project planning and status reporting to upgrade verification and identification of compatibility issues between releases.
IBM Cognos BI Installation and Configuration - Upgrading to IBM Cognos BI Version 10.1.0 (Information Center)
New versions of the product provide enhancements that may affect many components, such as product features and functionality, performance and scalability, and usability. Because of these improvements, upgrading may not be simple, and should be considered a process that you perform in stages. This document describes the upgrade process.


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Migrating

These documents contain recommendations, technical assistance, and proven practices when migrating IBM Cognos Series applications to IBM Cognos Business Intelligence. Additional resources available on the migration Web site: //www-01.ibm.com/software/data/cognos/customercenter/migration.html

IBM Cognos Business Intelligence Migration (Technote)
For the Series 7 customers moving to the latest version IBM Cognos Business Intelligence this home page lists links to a number planning and technical documents, professional migration service assistance, and education.
IBM Cognos Migration Assistant User Guide (Information Center)
This document provides background information and step-by-step procedures to help you move metadata and applications from IBM Cognos Series 7 to IBM Cognos Business Intelligence.


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Administering

After installing and configuring, administrators will find these documents useful for server administration, data management, security and content administration, activities management, customization, and portal services administration.

IBM Cognos - Content Administration in IBM Cognos Connection (Information Center)
This document describes the administration tasks you perform in the portal to monitor servers, optimize performance, set access permissions, and schedule and distribute reports, agents, and metrics.
IBM Cookbook for IBM Cognos 10 for use with SAP NetWeaver Business Warehouse (Proven Practice)
This document provides techniques for using SAP NetWeaver Business Warehouse (SAP BW) as a data source in IBM Cognos Business Intelligence.
How to deny access to Business Insight and Business Insight Advanced tools in IBM Cognos 10 portal (Technote)
This document describes how to restrict access to IBM Cognos Business Insight and IBM Cognos Business Insight Advanced.
IBM Cognos Security Administration - Security Model (Information Center)
This document describes the IBM Cognos security environment in various situations, from a proof of concept application where security is rarely enabled to a large scale enterprise deployment.
IBM Cognos BI Architecture and Deployment - Securing the Deployment (Information Center)
This document describes the configuration strategies to use to secure your IBM Cognos installation.
IBM Cognos BI Installation and Configuration - Configuring IBM Cognos Components to Use an Authentication Provider (Information Center)
This document describes how to configure IBM Cognos Business Intelligence to use an existing authentication provider.


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Modeling

Use these resources to help you understand the fundamental modeling concepts to model metadata for use in business reporting and analysis.

Guidelines for Modeling Metadata (Information Center)
This document discusses fundamental IBM Cognos modeling concepts that you need to understand about modeling metadata for use in business reporting and analysis, and guidelines for building the relational model.


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Reporting

These documents provide the business report author information and step-by-step procedures and background information to help explore and analyze data, build adhoc, standard, and complex reports, integrate with Microsoft Office, and manage business performance.

IBM Cognos Business Intelligence Query and Reporting: Gain insight and outperform (White Paper)
Use this document to learn about some of the IBM Cognos Business Intelligence query and reporting capabilities, such as built-in collaboration and social networking, and IBM Cognos Active Report which enables users to access and interact with report and dashboard content whether they are connected to or disconnected from the network.
Report Studio User Guide (Information Center)
This document provides step-by-step procedures and background information to help you create standard and complex reports.
Business Insight User Guide (Information Center)
This document provides step-by-step procedures and background information to help you create dashboards. IBM Cognos Business Insight is a Web product for creating interactive dashboards using IBM Cognos content, as well as external data sources, according to your specific information needs.
The IBM Cognos 10 Dynamic Query Cookbook (Proven Practice)
This document provides techniques for using dynamic query mode in IBM Cognos Business Intelligence version 10.1. The information also describes product behaviour, query optimization, configuring data source connections for Oracle Essbase, SAP BW, and TM1, and how Framework Manager uses dynamic query mode.


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Troubleshooting

When a problem occurs in your IBM Cognos Business Intelligence installation or application, you must determine the scope of the problem, which components are involved, and how to solve the issue. To help you do this, the resources in this section provide information on troubleshooting problems, and links to accessing support and services from IBM

IBM Cognos Supportlink - Techniques and features from IBM Cognos Support Services (Technote)
IBM Cognos Supportlink is your source for Cognos related features and techniques from IBM Cognos Support Services.
Administration and Security - Troubleshooting (Information Center)
This document describes some troubleshooting resources that can help you resolve problems. It also lists some common issues by functional area and steps to resolve the problem.
IBM Cognos Enterprise BI (forum) (Forum)
This forum is a place to exchange ideas and share solutions with your peers in the IBM Cognos community. Active participation in the forum will allow all the participants to get the maximum return. All information is for community discussion and should not be considered IBM support.
Information Management support - Cognos Diagnostic Tools and Utilities (Technote)
IBM Cognos developed a number of diagnostic tools to help verify your environment, identify and troubleshoot issues, provide you with a way to automate data collection and detailed systems information when you need it. Diagnostic results can be attached to cases logged with IBM Cognos Support, significantly reducing time spend during the manual data collection.
IBM Cognos - utility for checking the knowledge base (technotes) for help to resolve errors in the cogserver log file (Utility)
This utility shows the IBM Cognos technotes associated with an error code from the cogserver.log file. Solutions that you can try are documented in the technote article.


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Education

IBM Cognos Business Intelligence offers technical training and education services designed to suit your application, role, timeline and preferred learning format. This section lists some of the available courses by job role.

IBM Cognos BI – Professional Author Role (Web site, pdf)
This guide contains training courses for the Professional Author. The Professional Author builds sophisticated reports and dashboards for a wide range of heterogeneous consumers by gathering report requirements and creating the reports for distribution. These authors are Involved in setting up business events management activities.
IBM Cognos BI – Business Author Role (Web site, pdf)
This guide contains training courses for the Business Author. The Business Author builds simple queries to focus on variances, sifts through large amounts of data, and investigates different areas of the business through ad hoc reports and interactive analyses.
IBM Cognos BI – Developer Role (Web site, pdf)
This guide contains training courses for the Developer. The Developer is responsible for building databases, models or applications for end users. This can include data mart development, metadata and OLAP models, building and deployment of scorecards or development of SDK applications.
IBM Cognos BI – Project Manager Role (Web site, pdf)
This guide contains training courses for the Project Manager. The Project Manager is responsible for managing the development, maintenance and deployment of Business Intelligence Solutions (manages budgets, objectives, risks, people and time-lines associated with fulfilling a defined scope of requirements for an IBM Cognos Business Intelligence implementation or migration.
IBM Cognos BI – Administrator Role (Web site, pdf)
This guide contains training courses for the Administrator. The Administrator manages the deployment of IBM Cognos Business Intelligence, including installation, configuration, maintenance, content management, security and system optimization.
IBM Cognos BI - Consumer Role (Web site, pdf)
This guide contains training courses for the Consumer. The Consumer uses the Cognos Connection portal to view reports, customizes personal portal experience, and manages personal content and/or view scorecards.


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Samples

To help you learn the features and capabilities in IBM Cognos 8 BI, use the samples to guide you through the process of building an application. The samples are an introduction to key concepts you need to understand how to model your data, create, query and analyze reports

IBM Cognos BI Getting Started (Information Center)
The tutorial describes the IBM Cognos Business Intelligence architecture and provides examples to illustrate key functionality.
IBM Cognos BI Quick Tours (Information Center)
These Quick Tours teach you the basic skills that you need for using the IBM Cognos Connection, Query Studio, Report Studio, Analysis Studio, and Event Studio. Each Quick Tour takes about 15 to 30 minutes to complete.


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