IBM® Cognos® 8 Business Intelligence INSTALLATION AND CONFIGURATION GUIDE Product Information This document applies to IBM® Cognos® 8 Version 8.4 and may also apply to subsequent releases. To check for newer versions of this document, visit the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html). Copyright Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC is an IBM Company. Portions of Cognos ULC software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2; 6,995,768 B2; 7,062,479 B2; 7,072,822 B2; 7,111,007 B2; 7,130,822 B1; 7,155,398 B2; 7,171,425 B2; 7,185,016 B1; 7,213,199 B2; 7,243,106 B2; 7,257,612 B2; 7,275,211 B2; 7,281,047 B2; 7,293,008 B2; 7,296,040 B2; 7,318,058 B2; 7,325,003 B2; 7,333,995 B2. 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Table of Contents Introduction 13 Part 1: IBM Cognos 8 Business Intelligence Chapter 1: What’s New? 17 New Features in Version 8.4 17 Additional Language Support 17 Support for DB2 Universal Driver for Content Store, Notification, and Logging Data- bases 18 DB2 on z/OS as Content Store, Logging, or Notification Database 18 Support for IBM Cognos 8 BI for Linux on System z 18 Support for IPv6 IP Addresses 18 IBM Cognos 8 BI 64-bit Installations 19 Support for 64-bit Application Servers 19 Hide the Namespace from Users During Login 19 Changed Features in Version 8.4 19 Change in Version of Report Specification Namespace Affects Upgrade 19 Installing Supplementary Languages Documentation Required for Translated Product Documentation 20 Default Connection to an IBM DB2 Content Store Replaces Microsoft SQL Server 20 Composite Information Server is Replaced By IBM Cognos 8 Virtual View Manager 20 IBM Java Runtime Environment (JRE) Replaces Sun Java Runtime Environment 21 IBM Cognos 8 Go! Office Installation 21 IBM Cognos 8 Portal Services 21 Multilingual Support for Microsoft Analysis Services Data Sources 21 Deprecated Features in Version 8.4 21 Support for DB2 JDBC Type 2 Driver for the Content Store, Notification, and Logging Databases on Linux, UNIX and Windows (db2java.zip) 21 Removed Features in Version 8.4 22 Text-based User Interface for Installing and Uninstalling on UNIX and Linux 22 Language Support for IBM Cognos 8 User Interface Text and Messages Moved from Sup- plementary Languages to IBM Cognos 8 Server Installation 22 New Features in Version 8.3 22 IBM Cognos 8 Transformer 22 Transformer 8 Installation Download 23 Series 7 IQD Bridge 23 Archive Location Property 23 Portal Services for Microsoft SharePoint 23 Support for Windows Vista 23 Changed Features in Version 8.3 24 IBM Cognos 8 Go! Office 24 Product Behavior After Upgrade 24 Installing Transformer 24 Configuring Transformer 25 Installation and Configuration Guide 3 Table of Contents IBM Cognos 8 Samples 25 IBM Cognos 8 Quick Tours 25 Deprecated Features in Version 8.3 25 Configuring Content Manager 25 Configuring cogformat.xml: Notice of Intent to Change 25 Removed Features in Version 8.3 26 Smart Client Deployment for IBM Cognos 8 Go! Office 26 Chapter 2: Components Used by IBM Cognos 8 27 Server Components 27 Modeling Components 29 Other Components 30 Part 2: Planning Your Installation Chapter 3: Distribution Options for IBM Cognos 8 31 Distributing IBM Cognos 8 Server Components 31 All Components on One Computer 32 Gateways on Separate Computers 33 Application Tier Components and Content Managers on Separate Computers 33 IBM Cognos 8 Products on the Same Computer 35 Distributing Framework Manager Components 36 Distributing Transformer Components 38 Distributing IBM Cognos 8 Scorecarding Components 41 All Components on One Computer 42 Gateways on Separate Computers 42 Application Tier Components and Content Managers on Separate Computers 43 IBM Cognos 8 Products on the Same Computer 45 Distributing Metric Designer Components 45 IBM Cognos 8 with Other IBM Cognos Products 47 IBM Cognos Products That Can Be Upgraded to IBM Cognos 8 47 IBM Cognos Series 7 Products That Can Be Migrated to IBM Cognos 8 48 IBM Cognos Products That Interoperate with IBM Cognos 8 49 IBM Cognos Series 7 Content That Can Be Recreated in IBM Cognos 8 52 Chapter 4: Preparing to Install 53 Recommendation - Review the Readme Before You Install 53 Review Supported Environments 53 Verify System Requirements 54 Review the Default Port Settings for IBM Cognos 8 56 Guidelines for Creating the Content Store 57 Suggested Settings for Creating the Content Store in DB2 on Linux, Windows and UNIX 57 Suggested Settings for Creating the Content Store in DB2 on z/OS 60 Suggested Settings for Creating the Content Store in Oracle 60 Suggested Settings for Creating the Content Store in Microsoft SQL Server 61 Suggested Settings for Creating the Content Store in Sybase 62 Create Tablespaces for DB2 Content Store on z/OS 63 Configure a User Account or Network Service Account for IBM Cognos 8 64 Setting Up Environment Variables on UNIX for the Metric Store 65 Configure Web Browsers 67 4 Table of Contents Part 3: Installation and Configuration Chapter 5: Upgrading to IBM Cognos 8 71 Planning the Upgrade 72 Review the Documentation 74 Recommendation - Assess Applications in the Source Environment 75 Recommendation - Perform a Trial Upgrade 76 Create the Test Environment 77 Plan Your Deployment 77 Create an Export Deployment Specification 79 Copy the Deployment Specification to the Test Environment 81 Include Configuration Objects in Import of Entire Content Store 81 Import to the Test Environment 82 Test the Deployed Content 83 Recommendation - Test the Upgraded Content 84 Moving to the Production Environment 84 Upgrading from IBM Cognos Series 7 86 Upgrading from ReportNet, Metrics Manager, or Earlier Versions of IBM Cognos 8 87 Upgrade from an Earlier Version of IBM Cognos 8 90 Migrate Apache Derby Databases to Cognos Content Database 95 New Product, File, and Directory Names After Upgrade from ReportNet 96 Upgrade ReportNet to IBM Cognos 8 98 Upgrading Using the Silent Configuration Option 103 Upgrade Metrics Manager to IBM Cognos 8 104 Install or Upgrade Other Products 109 Run ReportNet and IBM Cognos 8 at the Same Time 109 Manually Uninstall the ReportNet Service on Windows 111 Set Up to Publish IBM Cognos Series 7 PowerCubes After Upgrade from ReportNet 112 Upgrading IBM Cognos 8 Go! Office 113 Uninstall the Previous Version 113 Install IBM Cognos 8 Go! Office 113 Upgrading Transformer Models and PowerCubes 114 Prepare Models in IBM Cognos Series 7 Transformer 114 Import Unsecured Models in IBM Cognos 8 Transformer 115 Upgrade an IBM Cognos Series 7 Secured PowerCube 116 Chapter 6: Installing and Configuring IBM Cognos 8 Components on One Computer 119 Recommendation - Install Server Components in Interactive Mode 120 Install IBM Cognos 8 Server Components 120 Install IBM Cognos 8 Metrics Manager 125 Update the Java Environment 125 JDBC Driver Options for Using DB2 Database as a Content Store 126 Set Up Database Connectivity for the Content Store Database 127 Set Up Database Connectivity for the Reporting Database 128 Start IBM Cognos Configuration 129 Configure Environment Properties 130 Enable Security 130 Set Database Connection Properties for the Content Store 131 Specify a Connection to a Mail Server Account 133 Installation and Configuration Guide 5 Table of Contents Start the IBM Cognos 8 Services 134 Configure the Web Server 135 Test the Installation and Configuration 137 Set Up the Data Source or Import Source Environment 138 Create the Metric Store Database 141 Set Up the Database Client for the Metric Store 145 Create a Metric Package 146 Uninstalling IBM Cognos 8 149 Uninstall IBM Cognos