IBM Cognos Analytics Version 11.1 Managing User Guide IBM © Product Information This document applies to IBM Cognos Analytics version 11.1.0 and may also apply to subsequent releases. Copyright Licensed Materials - Property of IBM © Copyright IBM Corp. 2015, 2021. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at " Copyright and trademark information " at www.ibm.com/legal/copytrade.shtml. 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Microsoft product screen shot(s) used with permission from Microsoft. © Copyright International Business Machines Corporation . US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Chapter 1. Managing people...................................................................................1 The Cognos namespace and the Cognos Users namespace...................................................................... 1 Standard roles........................................................................................................................................ 4 Creating and managing groups and roles.............................................................................................. 5 Creating and managing users.................................................................................................................6 Customizing roles................................................................................................................................... 7 Authentication providers........................................................................................................................... 12 Managing OpenID Connect namespaces.............................................................................................13 Finding users, groups, and roles............................................................................................................... 16 Creating contacts, distribution lists, and folders...................................................................................... 17 Creating contacts................................................................................................................................. 17 Creating distribution lists..................................................................................................................... 17 Chapter 2. Managing content............................................................................... 19 Chapter 3. Managing data access......................................................................... 21 Data servers............................................................................................................................................... 21 Creating a data server connection....................................................................................................... 21 Data server types - connection details................................................................................................ 23 Cognos-specific connection parameters.............................................................................................40 Loading metadata.................................................................................................................................43 Reference and troubleshooting ...........................................................................................................46 Updates by release...............................................................................................................................50 Data modules............................................................................................................................................. 55 Creating data modules from Planning Analytics cubes.......................................................................55 Example: Modifying a PA data source to have only one measure hierarchy...................................... 57 Packages.................................................................................................................................................... 58 Enriching packages...............................................................................................................................58 Data sets.................................................................................................................................................... 60 Creating data sets.................................................................................................................................61 Reusing report queries in data sets..................................................................................................... 64 Uploaded files............................................................................................................................................ 65 Uploading files......................................................................................................................................67 Updating data in uploaded files........................................................................................................... 68 Best practices for improving query performance on uploaded files...................................................68 Data types used to store data in uploaded files and data sets........................................................... 69 Chapter 4. Configuring system settings................................................................ 71 Configuring appearance.............................................................................................................................71 Configuring security................................................................................................................................... 72 Managing data file uploads........................................................................................................................73 Logging....................................................................................................................................................... 74 Setting up logging.................................................................................................................................75 Diagnostic logging................................................................................................................................ 76 Enabling IBM Cognos Analytics for Jupyter Notebook.............................................................................78 Advanced settings......................................................................................................................................79 Customizing messages in the alerts banner........................................................................................79 Hiding the Show welcome switch........................................................................................................ 81 Defining authentication parameters for login URLs............................................................................ 81 Setting the SameSite attribute on cookies.......................................................................................... 81 iii Adjusting the chunk size of files uploaded to the cloud......................................................................82 Setting response headers for HTTP requests......................................................................................82 Dispatcher routing..................................................................................................................................... 83 Creating server groups for advanced dispatcher routing....................................................................83 Setting routing rules for dispatchers................................................................................................... 84 Chapter 5. Schedules and activities......................................................................87 Scheduling a report....................................................................................................................................87 Taking ownership of a schedule...............................................................................................................