Installing and configuring Cognos BI Server software on the Cognos server
Make sure that the following software is installed on the Cognos server / node2 before installing Cognos BI software:
- Microsoft Windows Server 2003 for x86 64-bit
- Service Pack 2 for Microsoft Windows Server 2003
- Internet Information Service (IIC) version 6
Instructions on how to install IIS 6 on Windows Server 2003 can be found in the Resources section.
Recommended practice: You can install Cognos BI components on just one computer or distribute them across multiple computers in the network. Before starting the installation, read IBM Cognos Business Intelligence version 10.1.0 Installation and Configuration Guide. Verify the system requirements and review the default port settings for Cognos BI by following the instructions in the "Planning your installation" section in the Installation Guide.
Do the following steps to install the Cognos BI software:
- Insert the Cognos BI server install media disk into a drive to start the install program. If you downloaded the installation media, extract the files from the package, maintaining the downloaded folder structure delivered in the media and double-click the install.exe file.
- Select the language you want to use to run the installer and Click Next.
- Read and accept the license agreement and click Next.
- Choose the default install folder and click Next.
- Choose the default components when prompted to choose the components to install and click Next.
- On the configuration screen, the express administrator account
name will default to
administrator. You can leave it as is, or shorten it to
admin. You can also enter a password.
Best Practice: As shown in Figure 2, the Cognos Content Database is not installed by default, and we want to keep it that way. Cognos recommends not installing the default Content Database (Derby DB) for production. Later on, you will learn how to configure an Informix database as a Cognos Content Database.
Figure 2. Selecting the components to install
- Choose the default Shortcut folder and click Next.
- On the following screen, you are presented with the pre-installation summary. Click Install. The installation process will begin. It will take a few minutes, with the installation bar denoting the progress along the bottom.
- Click OK when prompted about non-English documentation installation.
- When the installation is done, click Finish.
Cognos Content Manager uses the content store database to store global configuration data, global settings, connections to data sources, and product-specific content. You must use one of the supported enterprise-level databases as the content store in a production environment.
Recommended practice: It is recommended to have a local Informix content store database on the Cognos BI Server. For this reason, install Informix server software and create an Informix instance on the host that is running the Cognos BI Server software. You can install free-of-charge Informix Innovator-C Edition for the content store. Refer to the section titled Installing Informix server software for more information on installing Informix software. Make sure that the Informix server name (instance name), and the Informix server alias are different from those created on the database server.
The following values are used in this tutorial:
- Server Name:
- Service Name for SQLI connections:
- Port number for SQLI:
- Server number:
- Server Alias for DRDA support:
- Port number for DRDA support:
After installing Informix and creating the instance, do the following steps to create an Informix database for the Cognos Content Store:
- Login to the Cognos BI host as a local administrator user or Informix.
- Bring up the command window for the Informix instance by clicking Start -> All Programs -> Informix Dynamic Server 11.50 -> (server_name).
- At the command prompt, run the following command to set the
environment variable DB_LOCALE:
- As per Cognos recommendations, in the ONCONFIG.cbiwin file (%INFORMIXDIR%\etc\%ONCONFIG%), set the property SHMBASE to at least 0x14000000L.
- Recycle (stop and restart) the Informix instance service (Informix IDS - server_name) in the windows services.
- As per Cognos recommendations, create two sbspaces namely
CMDATASPACE and CMOBJPROPS7SPACE, with the logging turned on, by
running the commands shown in Listing 2 at the
Listing 2: Commands to create sbspaces for the content store database
type NUL > C:\IFMXDATA\cbilocal\CMDATASPACE.000 type NUL > C:\IFMXDATA\cbilocal\CMOBJPROPS7SPACE.000 onspaces -c -S CMDATASPACE -p C:\IFMXDATA\cbilocal\CMDATASPACE.000 -o 0 -s 300000 -Df "LOGGING=ON" onspaces -c -S CMOBJPROPS7SPACE -p C:\IFMXDATA\cbilocal\CMOBJPROPS7SPACE.000 -o 0 -s 300000 -Df "LOGGING=ON"
- Now you are ready to create a database for the content store. The
Content Store database has to be created with
log mode ANSIas shown in Listing 3.
- Save the following "CREATE DATABASE" SQL statement into a file
Listing 3: Command to create the content store database
CREATE DATABASE csdb WITH LOG MODE ANSI;
- Run the
create_csdb.sqlscript with the command dbaccess - create_csdb.sql at the cbiwin command prompt.
Recommended practice: Set the system environment variables GL_USEGLU and DB_LOCALE with the following values:
It is required to install 32-bit Informix Client software on the machine that is running Cognos BI Server. You can install either Informix Client Software Development Kit (CSDK) version 3.50, or Informix Connect (ICONNECT) version 3.50, which is runtime equivalent of CSDK.
IConnect software is free to download and install, whereas there a license fee is associated with CSDK software. If you have the 32-bit Informix Server software media, you can find the IConnect software under the IConnect folder. Please see the Resources section for a link to download the IConnect software.
Recommended practice: Install 32-bit Informix-Connect software version 3.50 on the Cognos Server by running ICONNECT\setup.exe program or installiconnect.exe program from the product directory. Reboot the host after installing the ICONNECT software. As noted at the beginning of the tutorial, Cognos BI is certified on Informix 11.50 at the time this tutorial was written. You can still connect to Informix 11.70 databases as long as you install 32-bit Informix-Connect version 3.50 on the Cognos BI Server. Do not install Informix-Connect version 3.70 that comes with Informix version 11.70.
You would need to install IBM Data Server Driver for JDBC and SQLJ in order to connect to the content store database. Please see the Resources section for a link to a copy of the IBM Data Server Driver for JDBC and SQLJ. You can also find a copy of the Data Server Driver bundled with the CSDK software. Download and install the driver software.
As a next step, you need to configure client/server communication between client products (such as Cognos BI) and the Informix Server using a program called Setnet32 on the client machine. The Setnet32 utility is part of the IConnect / CSDK software. It has the following four tabs:
- Environment: allows you to set environment variables
- Server Information: allows you to set database server network information
- Host Information: allows you to set your host computer and login information
- About Setnet32: provides information about the Setnet32 utility
Please see the Resources section for a link to the Informix 11.5 Information Center where you can find more information on Setnet32.
The following steps walk you through the procedure to configure client products on the Cognos Server to connect to Informix Server running on the database server.
- Start Setnet32 by clicking Start -> All Programs -> IBM Informix Connect 3.50 -> Setnet32.
- If you have installed Informix Server software on the Cognos BI
server and created the content store database, you would see an
entry for the local Informix instance on the Server Information
tab. You are going to make a new entry for Informix server
instance running on the Informix server. Enter the following
information, as shown in Figure 3.
- IBM Informix Server: Name of the Informix instance. For
- Host name: hostname or IP address of the database server which is hosting the Informix Server instance.
- Servicename: Name of the service or port number for
- IBM Informix Server: Name of the Informix instance. For example,
Figure 3. New server entry in Setnet32
- Now click the Environment tab and set the
following environment variables, as shown in Figure 4:
- Click OK, and then click OK for any other prompts.
Figure 4. Environment variables in setnet32
Informix client software comes with a simple program called ILogin Demo that can be used to test the connectivity to an Informix Server.
- Start ILogin Demo by clicking Start -> All Programs -> IBM Informix Connect 3.50 -> ILogin Demo.
- Click File -> Run.
- Enter the connectivity information for the Informix database running on the database server, as shown in Figure 5, and then click OK.
Figure 5. Testing the connectivity from ILogin Demo
- You should see a screen with no results from the customer table. If you see errors that the client/server connectivity test was unsuccessful, try the test again after resolving the issues.
Set up Client/Server connectivity for the Informix content store database using the following two steps.
- Copy IBM data server driver files. You have already installed IBM Data Server Driver for JDBC and SQLJ on the Cognos server. Just copy the db2jcc.jar file from DataServerDriver_location\java to the c10_location\webapps\p2pd\WEB-INF\lib folder.
- Set up the SQLHOSTS information as follows:
- Start setnet32 by clicking Start -> All Programs -> IBM Informix Connect 3.50 -> Setnet32.
- On the Server Information tab, enter the information as shown
- IBM Informix Server: This is same as the SERVER ALIAS
defined for the DRDA support at the time of Informix
installation on the Cognos BI Server. This is also the
value of DBSERVERALIASES parameter in the
ONCONFIG.servername file. For example
- Host name: hostname or the IP address of the Cognos BI server where the content store database is created.
- Service name: service name or port number for the DRDA
protocol, for example
- IBM Informix Server: This is same as the SERVER ALIAS defined for the DRDA support at the time of Informix installation on the Cognos BI Server. This is also the value of DBSERVERALIASES parameter in the ONCONFIG.servername file. For example
- Now click the Environment tab. Click OK when prompted for confirmation to define new IBM Informix Server.
- Make sure that the environment variables CLIENT_LOCALE and DB_LOCALE are set to en_us.utf8 and click OK.
This concludes setting up client/server connectivity for an Informix content store database. You will be using this content store database when you configure and start the Cognos BI Server.
We are now ready to configure Cognos BI Server and start the service. Follow the steps given below to configure the Cognos BI server:
- If it is not already set, set the following system environment variables:
- DB_LOCALE to en_us.utf8
- CLIENT_LOCALE to en_us.utf8
- GL_USEGLU to 1
Recommended practice: Unset or delete the JAVA_HOME environment variable if it is already set. It is better to use the Java that came with Cognos installation, so if you unset the JAVA_HOME environment variable now, Cognos BI will automatically use the Java that came with the Cognos installation.
- Start the Cognos BI Configuration by clicking Start -> All Programs -> IBM Cognos 10 -> IBM Cognos Configuration.
- Set the database connection properties for the Content Store.
The following instructions will walk you through the process to define an Informix database (csdb) that was previously created on the Cognos Server as a content store database. Defining any other type of the database as a content store is outside the scope of this tutorial.
- In the Explorer window, as shown in Figure 6, under Data Access -> Content Manager, right-click Content Store and select Delete.
Figure 6. Deleting the default content store
- As shown in Figure 7, right-click Content Manager, click New resource, and then select Database.
Figure 7. Creating a new source for the content manager
- As shown in Figure 8, type csdb as the name, select Informix Dynamic Server as the type, and then click OK.
Figure 8. Entering csdb information
- You will see the Database Resource Properties displayed on the
right hand side. Remember that the content store database was
created in the Informix instance running on the Cognos BI Server.
Enter the following database properties, also shown in figure 9,
and click OK.
- Type: Informix Dynamic Server Database.
- Database server and port number: hostname or IP address of
Cognos BI server: drda_port_number. For example:
- User ID and password: Type Informix as the username and password of the Informix user on the Cognos BI Server.
- Database name: Name of the content store database that was
previously created. For example,
Figure 9. Entering database properties
- As shown in Figure 10, from the Explorer window, under Data Access, Content Manager, right-click csdb, and then click Test.
Figure 10. Test the content store connection
- Click Close if the csdb database connectivity test passes, as shown in Figure 11. If the connectivity test fails, click Details to see the reason for the failure and correct the problem.
Figure 11. Connection test results
Note: Defining other properties such as a connection to the mail server account is outside the scope of this tutorial.
- Save Cognos Configuration by clicking Save from the File menu, or clicking the Save button.
- As shown in Figure 12, start IBM Cognos Services by clicking Actions -> Start, or by clicking the Start button.
Figure 12. Starting Cognos service
- Click OK when a warning window is displayed about warnings during test phase. This was mainly because of not having a mail server defined.
- After Cognos Services start successfully, click Continue, as shown in Figure 13.
- Click Close.
Figure 13. Warnings during Cognos service startup
Note: There are many reasons why Cognos service will not start successfully. Some of the common reasons are insufficient memory, incorrect JAVA_HOME, and Microsoft Data Execution Prevention (DEP).
Please see the Resources section for more general information about DEP, as well as errors related to DEP.
You must configure the web server in order to access any web pages generated by the Cognos BI server. In this tutorial you are going to use the Internet Information Server (IIS) version 6. Installation of IIS is outside the scope of this tutorial. Please see the Resources section for a link to instructions on installing IIS 6 on Windows Server 2003.
Note: If you are configuring IIS v7.x then see the Resources section for a link on how to configure it. Though the instructions at the given link are for Cognos BI version 8.x, they will give you an idea about configuring IIS v7.x.
Let us continue with our instructions for configuring IIS v6. Once the IIS Web Server version 6 is installed, you have to create a couple of Virtual Directories and add a new Web Service Extension by doing the following steps.
- As shown in Figure 14, start the IIS console by clicking Start -> Run -> inetmgr.
- Expand localcomputer -> Web Sites, right-click Default Web Site, choose New -> Virtual Directory.
Figure 14. Creating virtual directory
- Click Next on the welcome screen.
- As shown in Figure 15, type ibmcognos as Alias, and click Next.
Figure 15. Virtual directory alias
- As shown in Figure 16, type c10_location\webcontent as PATH, and click Next.
Figure 16. Virtual directory path
- As shown in Figure 17, leave the defaults for access permissions (Read) and click Next.
Figure 17. Access permissions
- Click Finish to create the virtual directory
- Now you have to create a virtual directory under
ibmcognos. Right-click the ibmcognos virtual directory that you just created and choose New -> Virtual Directory.
- Click Next on the welcome screen.
- Type cgi-bin as Alias, and click Next.
- As shown in Figure 18, choose c10_location\cgi-bin as the PATH, and click Next.
Figure 18. Directory path
- Choose Read and Execute as the Access Permissions, and click Next.
- Click Finish to create the virtual directory
Perform the following steps to create a Web Service extension.
- As shown in Figure 19, right-click Web Service Extensions and click Add a new Web server extension.
Figure 19. Adding a new web server extension
- As shown in Figure 20, type Cognos as the extension name, and click Add.
Figure 20. Entering Web Server extension name
- Browse and choose c10_location\cgi-bin\cognos.cgi as the file and click OK.
- Click OK again to create the Web Service extension.
- As shown in Figure 21, click the Allow button to allow the newly created web service extension and exit IIS.
Figure 21. Changing WSE permissions
If they are not already running, start the Cognos BI Server (by going to IBM Cognos Configuration Console), and the Web Server (by going to Windows Services). You can now test the Web Server connectivity by typing the Gateway URI in a Web browser. The Gateway URI can be found in the IBM Cognos Configuration Console on the Environment page.
As shown in Figure 22, the default Gateway Welcome URI is: http://localhost:80/ibmcognos/cgi-bin/cognos.cgi?b_action=xts.run&m=portal/welcome/welcome.xts
It may take a few minutes for the Web page to open. If you see the Welcome page in the IBM Cognos BI portal, as shown in Figure 22, then your installation is working.
Figure 22. Displaying Gateway welcome page