Migrating to Cognos Analytics on Cloud On-Demand

If you are the administrator of Cognos Analytics on Cloud Hosted environment, you may want to migrate to a Cognos Analytics on Cloud On-Demand environment.

Before you begin

Review information about the intended audience, functionality, and limitations of Cognos Analytics On-Demand.
Important: You must be a member of the Directory Administrators role to perform this task.

About this task

Some Cognos data is not transferred during migration:
  • Your capability settings are not transferred.
  • Default Cognos groups and roles are migrated. However, they lose all capabilities that were assigned to them.
  • If your default Cognos groups and roles were used to secure content, that security is maintained.

Procedure

  1. Contact your IBM sales representative to discuss whether a Cognos Analytics on Demand subscription is a good fit for your organization.
    Tip: If you decide to proceed with the migration, remember that you will be working closely with your sales rep. You will be informed whenever there is something that you need to do. When you have a question, your sales rep is your primary resource!
  2. If your organization does not already authenticate using IBMid, you must federate your identity provider to IBMid before migration begins.
    For more information, see IBMid Enterprise Federation (https://www.ibm.com/docs/en/ief).
  3. Ensure that you receive an invitation to your on Demand subscription and that you complete these tasks:
    • Accept your invitation as the on Demand subscription administrator.
    • Invite all of your users to join the on Demand subscription.
      Note: The users do not need to accept the invitations immediately. However, they must all be invited so that the IBM team can validate their IBMIDs.
  4. In your Cognos Analytics Hosted environment, remove any content and user profiles that you don't want exported to your On-Demand environment.
  5. If you want to import your samples to on Demand, rename the Samples folder.
  6. Create a .csv file that contains information about every user in your namespace.
    1. Obtain the file user-export-extension.zip from your sales rep and copy it to your computer.
    2. Select Manage > Customization and then click the Extensions tab.
    3. Click the Upload extension icon Upload extension icon, navigate to the the file user-export-extension.zip, and then click Open.

      The name appears in the list of extensions.

    4. Log out and then log back in to Cognos Analytics for the extension to take effect.

      The User export view category appears in the navigation bar.

      User export view category
    5. Click User export view, and then navigate to Accounts > Namespaces > your_namespace_folder > People
    6. In the People panel, under your_namespace_folder, copy the value in the ID field.
    7. Paste the ID value into the Namespace ObjectID field.

      The User export view category appears in the navigation bar.

      Namespace ObjectID field
    8. Click Query Users to review the list of users.
      Tip: Remove or modify any users, as required.
    9. Click Download CSV and save the .csv file to your computer.
    10. Send the .csv file to the IBM team.
    11. Remove the User export view extension after you are finished using it.
  7. Create a deployment of your current environment:
    1. In IBM Cognos Administration, on the Configuration tab, click Content Administration.
    2. On the toolbar, click the New Export icon New export icon.
    3. Name the archive.
      New export wizard showing the name field
    4. Select both Select the entire content store and Include user account information and then click Next.
      New export wizard showing the Deployment method field
    5. Set an encryption password that you will give to the IBM team so that they can import the content, and then click Next.
      New export wizard showing the Encryption field
    6. Review the summary information and click Next.
    7. Under Action, select Save and run once and then click Finish.
      New export wizard showing the Action field

      A .zip deployment file is created in installation_location/deployment.

    8. Copy the .zip deployment file and send it to the IBM team.
      Tip: The IBM team will import this deployment to your On Demand environment.
  8. If the IBM team discovers assets in your Team content folder without valid owners, they will send you a list of the invalid owners and ask you how to proceed.

    If this happens, proceed as follows:

    1. Open the list in an editor.
    2. Next to each invalid user name, enter the name of a valid user to whom the invalid user's content can be reassigned.
    3. Send the list back to the IBM team.
  9. After the IBM team informs you that the migration is complete, re-establish your data source connections by creating a Secure Gateway or by connecting to a supported database on the cloud.