IBM Support

How to Save Report Outputs to a File Location on a Per Report Basis

Troubleshooting


Problem

By default, report output files are only saved in the content store. This document describes how to leverage IBM Cognos BI functionality to have the option of saving a copy of any report output in another file location outside of IBM Cognos BI.
Steps for Cognos Analytics have also been added.

Symptom

n.a.

Resolving The Problem

To use this feature, you must first configure a root directory in Cognos Configuration and then an administrator must then set the file location in Cognos Administration. Steps below.

NOTE: When the property CM.OUTPUTLOCATION is set for the ContentManagerService service, all reports will be saved to the file location.
Remove the CM.OUTPUTLOCATION parameter in order to save report outputs to a file system outside the content store on a per report basis only.

Steps:

Part A: Configure a root directory in Cognos Configuration

  1. Create a shared directory (folder) in Windows (this will not work in Unix, or Linux environments).
    Tip: Ensure that the directory is accessible to users and separate from the installation directory. For example, in a distributed installation, an archive folder such as \\servername\directory could be used.
  2. In a distributed installation, both the Content Manager and Application Tier Components computers must have access to the file location. (This information has been updated in the documentation for 10.2.2. See note in PI39309 in the links below for more information on this requirement).
  3. From the Actions menu, click Edit Global Configuration.
  4. In the Global Configuration window, click the General tab.
  5. For Archive Location File System Root, type a URI using the format as shown below:
    file://\\servername\directory. In a single server install where the directory is on the same server as the CM, the following syntax can be used file://D:/archive
  6. Ensure that the the user starting the Cognos service has full permissions on the Share. Also ensure that the share is in the same domain as the Cognos server.
  7. To confirm that the correct location will be used, click Test.
  8. Click OK.
  9. In the Explorer window, click Data Access, Content Manager.
  10. For the Save report outputs to a file system property, click True.
  11. To test the connection to the report output directory, from the Actions menu, click Test.
  12. Ensure that you DO NOT have "localhost" for the server name in the configuration. Change this to either the hostname of the server or the fully qualified domain name. Leaving the server name as localhost will cause errors when attempting to save files to a network share.
  13. From the File menu, click Save.
  14. Restart the Cognos service to let the modifications take effect immediately
  15. Make the above changes to all other Content Mangers making sure the Active Content Manager is started before restarting the other Content Mangers

Part B (i): Define File System Locations in Cognos Connection
  1. From Cognos Connection, click on Launch (top right)
  2. Click Cognos Administration
  3. Click on Configuration tab
  4. Click Dispatchers and Services (left side)
  5. Click the Define File System Locations button ( top right)
  6. Click New
  7. Type the name (this name will be displayed when you use Run with options and then you would choose to save report -> Advanced options-> Save to file System-> click on Edit the options then you rename your report if you want. Under Location you will see the name of folder you created in this step)
    Example: you can call it Test
  8. Type description, screen tip
  9. Specify the name of the folder that will show up under your shared folder. (This folder will show up first time you select RunWithOptions and save report to new Location). Example: name it CogTest
  10. Select Finish.
Part B (ii): Define File System Locations in Cognos Analytics portal
  1. From Cognos Analytics portal, click on Manage
  2. Click  Administration Console
  3. Click on Configuration tab
  4. Click Dispatchers and Services (left side)
  5. Click the Define File System Locations button ( top right)
  6. Click New
  7. Type the name (this name will be displayed when you use Run with options and then you would choose to save report -> Advanced options-> Save to file System-> click on Edit the options then you rename your report if you want. Under Location you will see the name of folder you created in this step)
    Example: you can call it Test
  8. Type description, screen tip
  9. Specify the name of the folder that will show up under your shared folder. (This folder will show up first time you select RunWithOptions and save report to new Location). Example: name it CogTest
  10. Select Finish.
Part C (i): Saving a report to the file system in Cognos Connection
  1. From Cognos Connection, go into the Run with options of a report
  2. Go Advanced options --> Save to file System --> click on Edit the options if you want to rename your report. Under Location, you will see the name (Test) of the folder that you created in Part B step 7.
  3. After running the report check the shared folder that was created in Part A step 1.
Part C (ii): Saving a report to the file system in Cognos Analytics portal
  1. From Cognos Analytics portal, navigate to a report and click the three ellipses.
  2. Select Run as-->Run in background
  3. Go Advanced -->Delivery  --> click on Save report as an external file. Under Location, you will see the name (Test) of the folder that you created in Part B step 7.
  4. After running the report check the shared folder that was created in Part A step 1.

Internal Use Only

Total SRs: 15 References: 11-102374290 11-33604746 11-35320663 11-45553737 11-50753821 11-60767891 11-69058392 11-69842946 11-74992731 11-78403791 11-78549956 11-82139571 11-84505931 11-85129251 11-92349861

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Historical Number

1037893

Document Information

Modified date:
18 April 2019

UID

swg21342666