Adding a collaboration platform in Cognos Analytics

You can connect Cognos Analytics to a third party collaboration platform, such as Slack. This allows Cognos Analytics users to share Cognos Analytics content with each other.

Before you begin

Before you configure collaboration in Cognos Analytics, you must create an application in Slack.

Procedure

  1. Ensure that you have been assigned the Collaboration Administration capability.
  2. Log on to Cognos Analytics.
  3. In the Manage > Collaboration slide-out panel, click the Add collaboration platform icon Add collaboration platform icon.
  4. Enter a name for the collaboration platform, for example, Cognos Analytics collaboration.
  5. In the Settings tab, enter the following collaboration platform details :
  6. Click the Add workspace icon Add workspace icon.
  7. Click Test icon Test.
  8. If you are not authenticated already by the Slack workspace, a message may appear asking you to sign in. Use your Slack credentials to sign in.

    A message appears asking you to authorize access to the Slack application that you created.

  9. Click Authorize.
  10. Click Save.

Results

The collaboration platform is created. The platform name appears in the Manage > Collaboration slide-out panel. To see its associated workspaces or to add additional ones, click the platform name and scroll down in the slideout panel.

What to do next

If you want to disable your Collaboration platform for Cognos Analytics users, click the General tab and then select the Disable this entry check box. Users will still see the Collaboration icon in the toolbar. However, the platform name will be inactive and grayed out.

If you want to hide your Collaboration platform from Cognos Analytics users, click the General tab and then select the Hide this entry check box.

Note: If users selected the Show hidden entries check box under My preferences > General tab, they will see the collaboration platform name in grayed out text. If they did not select Show hidden entries, they will not see the name.

If you click the name of the collaboration platform and then click the Permissions tab, you can control the access that different users, roles, and groups have to the collaboration platform. You can assign one of three values:

  • Full - allows administrative access to the collaboration platform
  • Read - allows users to send Slack messages via the collaboration platform
  • Deny - hides the collaboration platform from the selected user, group, or role, preventing them from using it to send messages

    Permissions tab, showing that the Analysis Users role is denied permission to send messages