Installing and Configuring IBM Cognos 8 Transformer

You can install IBM Cognos 8 Transformer, the metadata modeling tool for creating PowerCubes for use with IBM Cognos 8, on the same computer as other IBM Cognos 8 components, or on a different computer. You can install IBM Cognos 8 Transformer on the same computer as IBM Cognos Series 7 Transformer.

Transformer can now be made available more easily for business specialists who want to design models and build PowerCubes for their own use. For example, IT departments can provide business specialists or Transformer modelers with a Web-based, downloadable installation program from a corporate or secured portal, allowing for easy distribution of the installation files. For more information, see Create a Network Installation Location for Transformer Modelers and Deploying IBM Cognos 8 Transformer for Modelers.

Default settings are used for the configuration. You can change these default settings if necessary, or if you install IBM Cognos 8 Transformer on a separate computer from IBM Cognos 8.

If you will be using PowerCubes that are secured against an IBM Cognos Series 7 namespace, Content Manager must be installed on a computer that supports IBM Cognos Series 7.

To install and configure IBM Cognos 8 Transformer, follow these steps:

	Install IBM Cognos 8 Transformer
	Review default settings
	Configure IBM Cognos 8 Transformer
	Set up the data source environment for Transformer
	Test the IBM Cognos 8 Transformer installation

Install IBM Cognos 8 Transformer

You install Transformer if you plan to create PowerCubes for use with IBM Cognos 8.

When you select a language in the installation wizard, it determines the language of the user interface. Only that language is installed. You cannot change the language properties after installation. If you want to change the language of the user interface, you must reinstall IBM Cognos 8 Transformer.

For a complete UNIX or Linux installation of IBM Cognos 8 Transformer, you must install IBM Cognos 8 Transformer on both a Windows computer and a UNIX or Linux computer. All components are installed in both environments and you then use the features and tools that are appropriate for each environment. For example, the IBM Cognos 8 Transformer client provides a graphical user interface for designing models on Windows computers. You then build cubes on your UNIX or Linux computer. On Linux, models must contain an IBM Cognos 8 package query as a data source. Models that contain an IBM Cognos Series 7 data source are not supported on Linux.

Install in a directory that contains only ASCII characters in the path name. Some servers do not support non-ASCII characters in directory names.

Before you install IBM Cognos 8 Transformer, we recommend that you close all programs that are currently running to ensure that the installation program copies all the required files to your computer.

If you are installing on Windows, ensure that you have administrator privileges for the Windows computer you are installing on. If you are not an administrator, ask your system administrator to add you to the Administrator group on your computer.

Note: When Transformer 8.4 is installed on Windows Vista, if you do not have Administrator privileges on the computer and you make changes to the cogtr.xml file, the updated file is saved by default to a Virtual Store directory and not to the c8_location/configuration directory.

You must install and configure all IBM Cognos 8 server components before you install IBM Cognos 8 Transformer.

System Requirements for IBM Cognos 8 Transformer

Before you install IBM Cognos 8 Transformer, ensure that the computer meets IBM Cognos 8 software and hardware requirements. The size of your PowerCubes determines the hardware requirements, such as disk space.

The following table lists the minimum hardware and software requirements to run IBM Cognos 8 Transformer.

Steps for UNIX or Linux

1. Insert the CD for IBM Cognos 8 Transformer or go to the directory where the installation files were downloaded and extracted.

2. To start the installation, go to the operating system directory and type ./issetup

3. Follow the directions in the installation wizard and copy the required files to your computer.

   Tip: The Series 7 IQD Bridge component is not supported on Linux and HP-UX Itanium.

4. When you are prompted about installing non-English product documentation, click OK to continue.

5. Choose how to proceed in the Finish page of the installation wizard:

   • We recommend that you do not configure IBM Cognos 8 Transformer immediately because you must do other tasks first to ensure that your environment is properly set up. However, if you want to begin configuration immediately and the console attached to your computer supports a Java-based graphical user interface, you can click Start IBM Cognos Configuration.

   • If you want to see late-breaking information about IBM Cognos 8 Transformer, select View the Readme and then click Finish.

     Tip: For character-mode installations on UNIX and Linux, close the Readme text file by pressing Ctrl + C or Q.

   • If the console attached to your computer does not support a Java-based graphical user interface or if you want to configure IBM Cognos 8 Transformer later, click Finish.

     You can later configure IBM Cognos 8 Transformer using IBM Cognos Configuration by starting cogconfig.sh in the c8_location/bin directory, or editing cogstartup.xml in c8_location/configuration directory.

6. Create a MANPATH environment variable and configure it with the following value:

   /c8_location/webcontent/documentation/en/cogtr.1

   The cogtr.1 file provides the syntax for UNIX command line options that are supported by IBM Cognos 8 Transformer. The man page for IBM Cognos 8 Transformer is accessible in UNIX by typing cogtr man from the c8_location/bin directory.

To ensure the security and integrity of IBM Cognos 8, it is important to protect the installation directory from unauthorized or inappropriate access.

If you want users to see product documentation in a language other than English, you must install the Supplementary Languages Documentation component in the location where you installed the Gateway components. For more information, see Install Translated Product Documentation.

Steps for Windows

1. Insert the CD for IBM Cognos 8 Transformer modeling product or go to the directory where the installation files were downloaded and extracted.

   The Welcome page of the installation wizard should appear.

2. If no Welcome page appears, go to the operating directory and double-click the issetup.exe file.

3. Select the language to use for the installation.

   The language that you select determines the language of the user interface. You cannot change the language after installation because only the selected language is installed.

4. Follow the directions in the installation wizard to copy the required files to your computer.

   If you are installing IBM Cognos 8 on a computer that already has ReportNet, and you want to keep ReportNet running, you must install IBM Cognos 8 in a different directory.

   If you are installing in a directory that contains other IBM Cognos 8 components, you are prompted for the location of a directory in which to store backup copies of the files that will be overwritten.

5. When you are prompted about installing non-English product documentation, click OK to continue.

6. In the Finish page of the installation wizard,

   • If you want to configure IBM Cognos components immediately, click Start IBM Cognos Configuration.

   • If you want to see late-breaking information about IBM Cognos components, click View the IBM Cognos Readme.

7. Click Finish.

   Use the Windows Start menu to start IBM Cognos Configuration from the shortcut folder.

To ensure the security and integrity of IBM Cognos 8, it is important to protect the installation directory from unauthorized or inappropriate access.

If you want users to see product documentation in a language other than English, you must install the Supplementary Languages Documentation component in the location where you installed the Gateway components. For more information, see Install Translated Product Documentation.

Default Settings for IBM Cognos 8 Transformer

The following table lists the default settings for the IBM Cognos 8 ports and URIs that are used by IBM Cognos 8 Transformer. After installation, you can use the configuration tool to change the settings. You can also change them by editing the cogstartup.xml file in the c8_location\configuration directory.

Configure IBM Cognos 8 Transformer Computers

You must configure IBM Cognos 8 Transformer to communicate with the other IBM Cognos 8 components.

The instructions in this topic are for the installer or administrator. If you are the Transformer modeler or business specialist who wants to download and use Transformer, see Deploying IBM Cognos 8 Transformer for Modelers

If you install IBM Cognos 8 Transformer on the same computer as the non-modeling components of IBM Cognos 8, no configuration is required if you

• configure your Web server using the default virtual directories

• use the default ports

• use the default resources

• use the default cryptographic settings

You can upgrade models from Series 7.x versions of Transformer if you have saved them as MDL files.

You can continue to use PowerCubes built with Series 7.3 and higher versions of Transformer in IBM Cognos 8. However, to use IBM Cognos 8 authentication providers, you must upgrade the PowerCubes.

To upgrade PowerCubes to IBM Cognos 8 PowerCubes, you must:

• open the Series 7.x Transformer model MDL file in IBM Cognos 8 Transformer

• rebuild the PowerCube in the IBM Cognos 8 Transformer

For more information about upgrading Series 7 PowerCubes, see Upgrading Transformer Models and PowerCubes.

Important: If IBM Cognos 8 was installed in more than one location, ensure that all URIs point to the correct version of IBM Cognos 8. Transformer must be configured to use the same version of IBM Cognos 8.

Installations with a Firewall

When the modeling tool is outside a network firewall that protects the Application Tier Components, communication issues with the dispatcher can arise. To avoid communication issues, you can install the modeling tool in the same architectural tier as the Application Tier Components or you can install and configure a gateway that is dedicated to modeling tool communications. For more information about the modeling tool and network firewalls, see Firewall Considerations.

The steps in this topic describe how to configure the modeling tool computer. If you are using a gateway that is dedicated to the modeling tool, you must also configure the gateway computer .

Prerequisites

We recommend that you install and configure IBM Cognos 8 components before you configure IBM Cognos 8 Transformer. You must first install and configure Content Manager and then start the IBM Cognos 8 service on at least one Content Manager computer before you configure IBM Cognos 8 Transformer. This ensures that the certificate authority service issues a certificate to the IBM Cognos 8 Transformer computer.

Ensure that the Web server is configured and running .

To support the use of IBM Cognos 8 data sources (including packages and reports) in Transformer, ensure that the database client is installed on the Transformer computer.

Steps

1. On the computer where you installed IBM Cognos 8 Transformer, start IBM Cognos Configuration.

2. In the Explorer window, click Environment.

3. In the Properties window, in the Gateway URI box, type the appropriate value.

   • To use ISAPI, replace cognos.cgi with cognosisapi.dll.

   • To use an Apache Web server, type the following syntax:

     http://host_name:port/cognos8/cgi-bin/module.suffix

     where module is as follows:

     Version	Module
     Apache 1.3	mod_cognos
     Apache 2.0	mod2_cognos
     Apache 2.2	mod2_2_cognos

     and suffix is as follows:

     Operating system	Suffix
     Windows	dll
     Solaris, AIX	so
     HP-UX PA-RISC	sl
     HP-UX IA, Linux	so

     Apache module 1.3 is not supported on HP-UX IA or Linux.

   • To use a servlet gateway, type the following syntax:

     http[s]://host_name:port/context_root/servlet/Gateway

     where context_root is the value you assigned to the ServletGateway Web application when you deployed the ServletGateway application.

     Note: Ensure that you configured your Web server to support the servlet gateway .

   • If you are not using a Web server, to use the dispatcher as the gateway, type the following syntax:

     http[s]://host_name:port/p2pd/servlet/dispatch

4. Change the host name portion of the Gateway URI from localhost to either the IP address of the computer or the computer name.

5. Specify the value for the Dispatcher URI for external applications.

   • If your Web server is configured not to allow anonymous access, type the URI of the dispatcher, ensuring that you change the host name in the URI from localhost.

   • If your Web server supports chunked transfer encoding and IBM Cognos 8 Transformer is inside the firewall, type the URI of the dispatcher, ensuring that you change the host name in the URI from localhost.

   • If you are using a dedicated gateway for modeling tool communication, type the dispatcher URI.

6. In the Explorer window, under Cryptography, click Cognos, the default cryptographic provider.

7. Under the Certificate Authority settings property group, for the Password property, type the same password you configured on the default active Content Manager computer.

8. From the File menu, click Save.

   IBM Cognos 8 Transformer is configured to communicate with the other components of IBM Cognos 8.

9. If you installed Transformer on a Windows Vista computer, or if any IBM Cognos 8 BI component is installed on a Windows Vista computer, update your file location properties:

   • Log on as an administrator.

   • In the c8_location\configuration directory, open cogtr.xml.sample in a text editor.

   • Locate all values that use a relative path, "..\directory".

   • Replace the relative path element, "..", with the same environment variable and root directory as you use for file locations on the other IBM Cognos 8 computers.

   • Save the file as cogtr.xml.

   • In the c8_location\CS7Gateways\bin directory, open cs7g.ini in a text editor.

   • Add the locations for your IBM Cognos Series 7 data sources to the file.

   • Save the file.

   Changes are applied the next time you open Transformer.

Set Up the Data Source Environment for Transformer  

The IBM Cognos 8 modeling tools create and manage metadata. IBM Cognos 8 Transformer creates and manages metadata for PowerCubes. Because metadata is derived from data sources in multi-platform or multilingual environments, there are several things you must think about or do when you set up the data source environment for IBM Cognos 8 Transformer. Commonly, these things depend on the other technology you use for your data or import source.

If you use a Sybase data source, these steps are not necessary.

If users operating in different languages will be connecting to a Microsoft Analysis Services (MSAS) 2000 data source, you must create a separate IBM Cognos 8 instance for each language.

Users operating in different languages can connect to an MSAS 2005 data source from the same instance of IBM Cognos 8. Modelers must create a separate package for each language. Users can run reports in any language.

For more information about data source connections, see the Administration and Security Guide.

Ensure that you install the appropriate fonts to support the character sets and currency symbols you use. For Japanese and Korean currency symbols to appear correctly, you must install the additional fonts from the Supplementary Languages Documentation CD. For more information, see Install and Configure Additional Language Fonts.

Steps

1. Set the environment variable for multilingual support:

   • For Oracle, set the NLS_LANG (National Language Support) environment variable on each computer where Framework Manager or Metric Designer and the IBM Cognos 8 server are installed by typing the following command:

     NLS_LANG = language_territory.character_set

     Examples are:

     NLS_LANG = AMERICAN_AMERICA.UTF8

     NLS_LANG = JAPANESE_JAPAN.UTF8

     The value of the variable determines the locale-dependent behavior of IBM Cognos 8. Error messages, sort order, date, time, monetary, numeric, and calendar conventions automatically adapt to the native language and locale.

   • For DB2, set the DB2CODEPAGE environment variable to a value of 1252.

     For more information about whether to use this optional environment variable, see the DB2 documentation.

   No settings are required for SAP BW. SAP support only a single code page on non-Unicode SAP BW systems.

2. For Oracle, add $ORACLE_HOME/lib to your LD_LIBRARY_PATH.

   When you set the load library paths, ensure that the 32-bit Oracle libraries are in the library search path, which is usually the $ORACLE_HOME/lib directory or the $ORACLE_HOME/lib32 directory if you installed a 64-bit Oracle client.

3. For Oracle, copy the ojdbc14.jar file from ORACLE_HOME/jdbc/lib to the c8_location/webapps/p2pd/WEB-INF/lib directory. For Oracle 11g, copy the ojdbc5.jar file from ORACLE_HOME/jdbc/lib to the c8_location/webapps/p2pd/WEB-INF/lib directory.

   If the directory contains the classes12.jar file, delete it before installing the ojdbc14.jar or ojdbc5.jar file.

4. For SAP BW, configure the following authorization objects so that the modeling tool can retrieve metadata.

   Some of the values shown, such as *, are default values that you may want to modify for your environment.

   Authorization object	Field	Value
   S_RFC	Activity	16
   	Name of RFC to be protected	SYST, RSOB, SUGU, RFC1, RS_UNIFICATION, RSAB, SDTX, SU_USER
   	Type of RFC object to be protected	FUGR
   S_TABU_DIS	Activity	03
   	Authorization Group	&NC&
   S_RFC	Activity	16
   	Name of RFC to be protected	SYST, RSOB, SUGU, RFC1, RS_UNIFICATION, RSAB, SDTX, SU_USER
   	Type of RFC object to be protected	FUGR
   S_TABU_DIS	Activity	03
   	Authorization Groups	&NC&
   S_USER_GRP	Activity	03, 05
   	User group in user master main	*
   S_RS_COMP	Activity	*
   	Info Area	InfoArea Technical Name
   	Info Cube	InfoCube Technical Name
   	Name (ID) of reporting components	*
   	Type of reporting components	*
   S_RS_COMP1	Activity	*
   	Name (ID) of reporting components	*
   	Type of reporting components	*
   	Owner (Person Responsible)	*
   S_RS_HIER	Activity	71
   	Hierarchy Name	Hierarchy Name
   	InfoObject	InfoObject Technical Name
   	Version	Hierarchy Version
   S_RS_ICUBE	Activity	03
   	InfoCube sub-object	DATA DEFINITION
   	Info Area	InfoArea Technical Name
   	InfoCube	InfoCube Technical Name

   &NC& represents any table that does not have an authorization group. For security reasons, create a new authorization group and assign the table RSHIEDIR to it. The new authorization group restricts the user’s access to the above table only, which is needed by the modeling tool. Create the new authorization group as a customization in the SAP system.

   For more information about SAP BW authorization objects, see Transaction SU03.

Test the Installation and Configuration

You can test your configuration by starting the application and creating a project.

Step for IBM Cognos 8 Transformer

• To start IBM Cognos 8 Transformer, from the Start menu, click Programs, IBM Cognos 8,Transformer.

  To start IBM Cognos 8 Transformer manually, double-click the cogtr.exe file in the c8_location\bin directory.

  If you see the Transformer window, your installation is working.