Verifying functionality in IBM Cognos Controller client interfaces

You can test relevant functionality in the IBM® Cognos® Controller client interfaces by accessing various menu commands.

Before you begin

IBM Cognos Controller must be installed and configured before verifying the functionality within the application. For information about testing the installation, see Installing the stand-alone Controller client.

About this task

To ensure that the installation of the IBM Cognos Controller Client interfaces were completed successfully, you can take additional actions.

Procedure

  1. To test the setup of the client distribution server, and that the authentication method used is working, start IBM Cognos Controller and log on.
  2. To test basic navigation in the application, from the Maintain menu, click Company Structure.
  3. To test IBM Cognos BI integration, access a standard report.

    You can choose to access the report from the Company or Group menu, or from the Transfer or Maintain menu.

  4. To test the IBM Cognos Controller Link for Microsoft Excel installation, open the IBM Cognos Controller Link for Microsoft Excel in one of the following ways:
    • Click Company > Data Entry - Reported Values.

      The Data Entry - Reported Values window is displayed and Microsoft Excel is opened in the background.

    • On the Reports menu, click the IBM Cognos Controller Link for Microsoft Excel.

      Microsoft Excel opens and you are logged on to IBM Cognos Controller.

  5. To test the connection to the IBM Cognos Controller Help system and launch the appropriate Help files from within the user interface, click Help.