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How to configure a routing set rule in Cognos BI

Question & Answer


Question

A routing rule determines, based on user, group, or package, which server group you wish to handle a user request. This document describes how to create such a routing set rule in Cognos Business Intelligence.

Answer

Let's explore four routing set rules in Cognos Business Intelligence.

  1. Steps to Set Routing Keywords for Packages
  2. Steps to Set Routing Keywords for User Roles or Groups
  3. Set Server Group Names for Advanced Dispatcher Routing
  4. Steps to Set Routing Keywords for Server Groups


1) Steps to Set Routing Keywords for Packages

1. In IBM Cognos Connection, click the Public Folders tab.

2. Click set properties for the package to which you would like to apply the routing rule.

3. Under Advanced routing, click Set. The Assign routing sets page appears.

4. Type a routing keyword for the package in Type routing sets, and click Add.

5. Repeat step 4 to add other routing keywords that you want to apply to the package. Separate each keyword with a semi-colon, for example, Red;Blue;Green; The order in which the routing keywords are added does not matter.

6. Click OK. The routing keywords are displayed under Advanced routing.

7. On the Set properties page, click OK.

Note: Routing rules can only be applied to server groups. Server groups are a property of dispatchers or configuration folders, and must be set up before you can set routing keywords for server groups


2) Steps to Set the routing Keywords for User Roles or Groups

1. In IBM Cognos Administration click the Security tab and then click Users, Groups, and Roles.

2. Click the namespace to display the roles.

3. Click set properties for a role or group.

4. Under Advanced routing, click Set. The Assign routing sets page appears.

5. Select a routing keyword for the users role or group in Select routing sets, or type it in Type Routing Sets, and click Add. If you are typing, separate each keyword with a semi-colon, for example, Red;Blue;Green;

6. Repeat step 7 to add other routing keywords that you want to apply to the users role or group. The order in which the routing keywords are added does not matter.

7. Click OK. The routing keywords are displayed under Advanced routing.

8. On the Set properties page, click OK.


3) Steps to Set the Server Group Name

If you intend to define routing rules for reports, you must set server group names for the dispatchers or configuration folders to which you want reports to be routed.

1. In IBM Cognos Administration, click the Status tab and then click System.

2. In the upper-left corner of the Scorecard pane, click the arrow to view the Change view menu. Click All dispatchers.
Tip: You can also set the server group property at the system level.

3. Click the arrow for the Actions menu next to the dispatcher and click Set properties.

4. Click the Settings tab.

5. Select Tuning from the Category list.

6. Type a name in the Value column for the Server Group property.

7. Click OK.

You can use this server group name when you define routing rules.


4) Steps to create the Routing rules set to the Server group

1. click the Configuration tab in IBM Cognos Administration and then click Dispatchers and Services. The created dispatchers and configuration folders are shown.

2. Click specify routing rules. The Specify the routing rules page appears.

3. Click Add a rule.

4. Select the Package routing set, Group routing set, Role routing set, and Server group that you want.

5. In the Actions column, click View the members to see an overview of the members.

6. To change the order of routing rules, click. Modify the sequence, and then the item you want to move and click Up, Down, To top, or To bottom.

Note: Unlike routing keywords, the order in which the routing rules are listed affects how they are applied. A rule is matched when properties associated with both the package and user or group that is involved in the request satisfy the criteria of the rule. The rules are evaluated in order until the first one is matched, and the request is routed to the server group named by the first rule that was matched. You can change the order of the rules by clicking Modify the sequence.

7. Click OK

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Document Information

Modified date:
15 June 2018

UID

swg21427147