Installing the Corporate Payment Services sample reports

To use the sample reports, do the following steps.
  1. Ensure that IBM® Cognos® is installed. For more information about the supported version, see FTM Hardware and Software requirements.
  2. Create a database to use as the content store for Cognos. This database is separate from the FTM database.
  3. The reports use a data source to access the database where the data for the report is located. Use the Cognos Administration portal to create the following data sources for the reports.
    • ftmdb_source
    For more information about creating the data sources, see Creating the Cognos data sources.
  4. Use the Cognos Administration portal to import the report archive files. The files that you need are provided in the FTM artifacts pod and must be downloaded from the pod. For more information about getting files from the artifacts container for your offering, see Getting the files from the artifacts container for your FTM offering. For more information, see Getting the files from the artifacts container for your FTM offering.
  5. The reports can be run in Cognos Connection portal, Cognos Report Studio, or both. They can also be run as a Services Framework task. To run the reports as a Services Framework task, the Cognos reports task must be added to Services Framework. For more information about adding Cognos reports to Services Framework, see IBM Cognos reports task.

Creating the Cognos data sources

Depending on your requirements, you might want all of the reports to run with data from the same database. Or, you might want some reports to run with data from one database and some reports to run with data from a different database. The databases that are usually used for the Corporate Payment Services reports are shown in the following list.
  • FTM database
  • Reporting and analytics database
The Cognos reports have a data source name that is embedded in their report definitions. You can configure the data source to connect to either a single database or to multiple databases as described in the following list.
Single database
Create the data source with a single database connection string parameter that connects to the one database that you want all of the reports to use. All of the reports that use this data source retrieve data from that database. For example, when the database connection string parameter for this data source connects to the FTM database, all of the reports run with data from the FTM database.
Multiple databases
To create a data source that connects to multiple databases, configure more than one database connection string parameter for the data source. For example, configure one database connection string parameter to connect to the FTM database and a second one to connect to the reporting and analytics database. When a report that uses this data source is run, you are prompted to choose which database connection to use. You must also provide other report-specific parameters.

Most of the reports use the ftmdb_source data source, unless otherwise specified. The following table, or tables, show the parameters for the data sources that are used by the reports.

Table 1. Data source parameters for ftmdb_source
Parameter name Value or description
Name ftmdb_source
Data Source Type Set the data source type to CQM by clearing the Configure JDBC Connection checkbox.
Isolation Level Select the isolation level for the data source.
Database Typically, this data source is connected to the FTM database (FTMDB).
Db2 connect string jdbc:db2://localhost:50000/FTMDB
Open Session Commands 
<commandBlock>
  <commands>
    <sqlCommand>
      <sql>SET SCHEMA FTMPUB</sql>
    </sqlCommand>
    <sqlCommand>
      <sql>SET PATH = FTMPUB</sql>
    </sqlCommand>
  </commands>
</commandBlock>