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Installing and Configuring Application Tier Components

You can install the Application Tier Components on different computers or on the same computer.

Perform the following tasks to install and configure the Application Tier Components:

      

Install the Application Tier Components

      

Install Application Tier Components for IBM Cognos 8 Metrics Manager, if required

      

Set up database connectivity for the reporting databases.

      

Start IBM Cognos Configuration

      

Configure environment properties for Application Tier computers

      

Start the Application Tier components

      

Test the Application Tier components

      

Create the metric store database

      

Set up the database client for the metric store, if required

      

Create a metric package

Install the Application Tier Components

You can install Application Tier Components on one or more computers, depending on your environment.

If you are upgrading from ReportNet or an earlier version of IBM Cognos 8, IBM Cognos 8 uses the existing configuration data for the Application Tier Components computers. However, if you installed the Application Tier Components in a new location, you must configure the environment properties.

Ensure that the computer where you installed the active Content Manager is configured and available before you configure Application Tier Components computers.

Printer Requirements

To ensure that reports print properly on Windows, Adobe Acrobat requires that you configure at least one printer on the operating system where Application Tier Components are installed. All reports, regardless of the print format that you choose, are sent as temporary PDF files to Adobe Reader for printing.

Steps for UNIX and Linux
  1. If you are installing to a directory with other IBM Cognos 8 components, stop the IBM Cognos 8 service.

  2. Set the JAVA_HOME environment variable to point to the installation location of your Java Runtime Environment (JRE).

    An example of the installation location of a Java Runtime Environment is /directory/java/java_version/jre.

    IBM Cognos 8 requires a JVM, such as IBM Java, to run on Linux.

  3. On HP-UX, set the _M_ARENA_OPTS environment variable as follows:

    _M_ARENA_OPTS 1:4

    This increases the memory allocation for HP-UX to more closely match that of other UNIX platforms.

  4. On AIX, if you are using a servlet gateway, set the AIXTHREAD_SCOPE environment variable as follows:

    AIXTHREAD_SCOPE=S

    This sets the contention scope for user threads to system-wide, which supports more efficient scheduling of user threads.

  5. Mount the IBM Cognos product disk using Rock Ridge file extensions or go to the location where the installation files were downloaded.

    Important: To mount the IBM Cognos CD on HP-UX, do the following:

  6. To start the installation wizard, go to the operating system directory and then type

    ./issetup

    Note: When you use the issetup command with XWindows, Japanese characters in messages and log files may be corrupted. When installing in Japanese on UNIX or Linux, first set environment variables LANG=C and LC_ALL=C (where C is the language code, for example ja_JP.PCK on Solaris), and then start the installation wizard.

    If you do not use XWindows, run an unattended installation .

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

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

  9. Append the c8_location/bin directory to the appropriate library path environment variable.

  10. On Linux, set the PRINTER environment variable to the name of your printer.

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

Steps for Windows
  1. If you are installing to a directory with other IBM Cognos 8 components, stop the IBM Cognos 8 service.

  2. Insert the IBM Cognos product disk or go to the location where the installation files were downloaded and extracted.

    The Welcome page of the installation wizard appears.

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

  4. Select the language to use for the installation.

    The language that you select determines the language of the user interface. You can change the language to any of the installed languages after installation.

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

  6. In the Finish page of the installation wizard,

  7. Click Finish.

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

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

Install Application Tier Components for IBM Cognos 8 Metrics Manager

If you are installing IBM Cognos 8 Metrics Manager with IBM Cognos 8 Business Intelligence, you must install each IBM Cognos 8 Metrics Manager component into the same location as each IBM Cognos 8 Business Intelligence component. Install the IBM Cognos 8 Metrics Manager Application Tier component to the same location as you installed the IBM Cognos 8 Business Intelligence Application Tier component.

You may also want to install Metric Designer .

Set Up Database Connectivity for the Reporting Database

For IBM Cognos 8, the only service that accesses the query database (also known as the reporting database) is the reporting engine that runs reports. The reporting engine is installed with Application Tier Components. To support queries, you must install the database clients for your data sources.

Step

Start IBM Cognos Configuration

Use the configuration tool, IBM Cognos Configuration, to configure IBM Cognos 8 components during the installation and configuration process and to start and stop IBM Cognos services.

Before starting IBM Cognos Configuration, ensure that the operating environment is properly set up. For example, ensure that all environment variables have been set.

On UNIX or Linux, do not start IBM Cognos Configuration in the last page of the installation wizard: additional setup is required before you can configure IBM Cognos 8. For example, you must update your Java environment. On Windows, you can start IBM Cognos Configuration in the last page of the installation wizard only if additional setup is not required. For example, if you use a database server other than Microsoft SQL or Cognos Content Database for the content store, we recommend that you copy the JDBC drivers to the appropriate location before you start the configuration tool.

Ensure that user or service account is set up. For information, see Configure a User Account or Network Service Account for IBM Cognos 8.

Steps on UNIX or Linux
  1. Go to the c8_location/bin directory and then type

    ./cogconfig.sh

  2. If you want to access the help for IBM Cognos Configuration, go to the c8_location/configuration directory and edit the cogconfig.prefs file to add the location of your Web browser.

    For example, if you use Firefox, add the following text to the file:

    BrowserPath=Web_browser_location/firefox

    where Web_browser_location is a path, such as /usr/local/bin/

    Your Web browser must support the following syntax:

    $ <Web_browser_location> <URL>

Steps on Windows
  1. From the Start menu, click Programs, IBM Cognos 8, IBM Cognos Configuration.

  2. If you want to access the help for IBM Cognos Configuration, go to the c8_location\configuration directory and edit the cogconfig.prefs file to add the location of your Web browser.

    For example, if you use Firefox, add the following text to the file:

    BrowserPath=Web_browser_location\firefox

    where Web_browser_location is a path, such as \usr\local\bin\

    Your Web browser must support the following syntax:

    $ <Web_browser_location> <URL>

Configure Environment Properties for Application Tier Components Computers   

If you install the Application Tier Components component on a different computer than Content Manager, you must configure the Application Tier Components computer so that it knows the location of Content Manager. The distributed components can then communicate with each other.

The Application Tier Components computer must know the location of the Content Manager computers and the notification database to use for job and schedule information. The Application Tier Components computer must use the same notification database that the Content Manager computers use. For more information, see Change the Notification Database.

If you installed more than one Content Manager, you must list all Content Manager URIs on each Application Tier Components computer.

Steps
  1. Start IBM Cognos Configuration.

  2. In the Explorer window, click Environment.

  3. In the Properties window, change the localhost portion of the Content Manager URIs property to the name of any Content Manager computer.

  4. Specify the URIs for the remaining Content Manager computers:

  5. Change the localhost portion of the Gateway URI property to the name of the computer on which you plan to install the gateway component.

  6. Change the localhost portion of the remaining URI properties to the name or IP address of your IBM Cognos 8 server.

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

  8. Under the Certificate Authority settings property group, set the Password property to match what you configured on the default active Content Manager computer.

  9. Ensure that all other cryptographic settings match what you set on the default active Content Manager computer.

  10. From the File menu, click Save.

Start the Application Tier Components

After you have configured the environment properties, you can start the services on the Application Tier Components computer.

To use IBM Cognos 8 for reporting, you must install and configure the server components, start the IBM Cognos 8 service, and have a package that references an available data source. Note that if you are upgrading, you can continue to use the same data sources.

Ensure that user or service account is set up. For information, see Configure a User Account or Network Service Account for IBM Cognos 8.

Test the Application Tier Components

You can test the installation using a Web browser.

Steps
  1. Open a Web browser.

  2. Test the availability of the dispatcher by typing

    http://ContentManagerComputer_name:port/p2pd/servlet

    If the response includes the string State: Running, the dispatcher is available.

Create the Metric Store Database

A metric store is a database that contains content for metric packages. A metric store also contains scorecarding application settings, such as user preferences. You must create a metric store database using Oracle, Microsoft SQL Server, or DB2. Although you run the command to create the metric store from the location where the Application Tier Components are installed, you can specify a different location for the metric store in the command parameters. If the metric store is on a different computer from the Application Tier Components, you must create an alias to the metric store in the Application Tier Components location.

If you install Cognos Content Database, it cannot be used as a metric store database.

Your database administrator must back up IBM Cognos 8 databases regularly because they contain the IBM Cognos data. To ensure the security and integrity of databases, it is also important to protect them from unauthorized or inappropriate access.

Steps for DB2
  1. In the Application Tier Components location, in the c8_location/configuration/schemas/cmm/db2 directory, run the cmm_create_db.cmd script by typing the following command:

    On Windows, type

    cmm_create_db dbinstance user_name password dbname drive dbalias

    On UNIX, type

    cmm_create_db.sh dbinstance user_name password dbname drive dbalias

    Use the following values in your command.

    ValueSetting

    dbinstance

    The DB2 instance name where the database will be created.

    user_name

    The user ID with permissions to create the database. The user ID must have SYSADM or SYSCTRL privileges, and must have DBADM privileges to create the schema.

    password

    The password for the username.

    dbname

    The name of the database that will be created. The name must have a maximum of 8 characters, and it cannot start with a number.

    drive/path

    On Windows, the drive on which the database objects will be created. On UNIX, the path where the database objects will be created.

    dbalias

    The database alias name. This value is optional.

    Note: Your database administrator can review the scripts to ensure they suit your environment. The initializedb.db2 script is invoked by the cmm_create_db.cmd script and defines the buffer pools and tablespaces.

  2. Determine which user account IBM Cognos 8 Metrics Manager will use to access the database.

    The user account must have the following privileges.

Steps for Microsoft SQL Server
  1. In the Application Tier Components location, in the c8_location/configuration/schemas/cmm/sqlserver directory, run the cmm_create_db.cmd script by typing the following command:

    path_to_script cmm_create_db host_name database_name user_name password [user_to_create]

    Use the following values in your command.

    ValueSetting

    host_name

    The name of the computer where the database will be created.

    database_name

    The name of the database that will be created.

    user_name

    The user ID with permissions to create the database. The user ID must have permission to create the database, such as the sa user. The user ID must also have a default language of English.

    password

    The password for the username.

    user_to_create

    The user created by the script and given database owner permissions. This value is optional.

  2. Determine which user account IBM Cognos 8 Metrics Manager will use to access the database.

    The user account must be the database owner (dbo) or aliased to the database owner.

Steps for Oracle If the Database Does Not Exist
  1. Ensure that you are logged into the Oracle server as a user that is a member of the ORA_DBA user group on Windows or the dba group on UNIX.

  2. Set the NLS_LANG (National Language Support) environment variable to the UTF-8 character set on the metric store computer by typing the following command:

    NLS_LANG = language_territory.character_set

    Examples are:

    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.

  3. In the Application Tier Components location, from the c8_location/configuration/schemas/cmm/oracle directory, run the cmm_create_db.cmd script by typing the following command:

    path_to_script cmm_create_db sid path database_version [user_to_create]

    Use the following values in your command.

    ValueSetting

    path_to_script

    The path to the script. For example, c8_location/configuration/schemas/cmm/oracle/

    sid

    The SID for the new database that will be created.

    path

    The path where the data files will be created.

    database_version

    The version of Oracle software that is installed. For example, oracle9 or oracle10.

    user_to_create

    The user created by the script and given database owner permissions. This value is optional.

  4. Determine which user account IBM Cognos 8 Metrics Manager will use to access the database.

    If you included the optional user in the previous step, this is the user you will use to access the database. If you did not include a user, then you must use a valid Oracle database username with the following permissions granted:

    The CREATE TABLE and CREATE TRIGGER permissions must be granted directly to the user account rather than to a role.

    You must grant these permissions only. If you grant fewer or more privileges than specified above, the metric store will not initialize.

Steps for Oracle If the Database Exists
  1. Ensure that you are logged into the Oracle server as a user that is a member of the ORA_DBA user group on Windows or the dba group on UNIX.

  2. Set the NLS_LANG (National Language Support) environment variable to the UTF-8 character set on the metric store computer by typing the following command:

    NLS_LANG = language_territory.character_set

    Examples are:

    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.

  3. Determine which user account IBM Cognos 8 Metrics Manager will use to access the database. You must use a valid Oracle database username with the following permissions granted:

    The CREATE TABLE and CREATE TRIGGER permissions must be granted directly to the user account rather than to a role.

    You must grant these permissions only. If you grant fewer or more privileges than specified above, the metric store will not initialize.

  4. Determine if the database is Unicode.

    Tip: One method is to type the following select statement:

    select * from NLS_DATABASE_PARAMETERS

    If the result set returns an NLS_CHARACTERSET that is not Unicode, create a new database and specify AL32UTF8 for the database character set parameters. The cmm_create_db.cmd script mentioned in Steps for Oracle If the Database Does Not Exist creates a database with AL32UTF8 character encoding.

Set Up the Database Client for the Metric Store

If you use DB2, Oracle, or Microsoft SQL Server for the metric store, you must set up the database client or other drivers or utilities on the Application Tier Components computer. Doing this allows IBM Cognos 8 Metrics Manager to access the metric store database.

Important: If you use a DB2 database for the content store, notification database, or logging database, you can use the universal JDBC driver file, db2jcc.jar. However, if you use a DB2 database for the metric store, you must use the JDBC2 driver, db2java.zip. If you use the universal JDBC driver, you will not be able to create new metrics packages or access existing metrics packages.

Steps for DB2
  1. Install the DB2 client software on the Application Tier Components computer.

  2. If the metric store is on a different computer from the Application Tier Components, configure a database alias to the metric store by running the DB2 Client Configuration Assistant.

    On UNIX or Linux, use the DB2 command line interface.

    If the metric store database and Application Tier Components are on the same computer, the content store name automatically becomes the alias.

  3. On Windows, stop the DB2 services and the HTML Search Server.

  4. To copy the JDBC2 driver, copy the DB2_installation/sqllib/java/db2java.zip file to the c8_location/webapps/p2pd/WEB-INF/lib directory.

  5. Rename the db2java.zip file to db2java.jar.

Steps for Oracle
  1. On the computer where the Oracle client is installed, go to the ORACLE_HOME/jdbc/lib directory.

  2. Copy the ojdbc14.jar file (or, for Oracle 11g, the ojdbc5.jar file) to the c8_location/webapps/p2pd/WEB-INF/lib directory on the Application Tier Components computer.

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

    The driver is available from an Oracle client or server install, and it can also be downloaded from the Oracle technology Web site (http://www.oracle.com/technology).

  3. Install the SQL Loader utility on every computer where Application Tier Components for IBM Cognos 8 Metrics Manager are installed.

Step for Microsoft SQL Server

Create a Metric Package 

Before users can use IBM Cognos 8 Metrics Manager, you must create at least one metric package using the New Metric Package wizard. A metric package is an IBM Cognos Connection representation of an IBM Cognos 8 Metrics Manager application. A metric package contains connection information, reports, and metric management tasks for that application. The metric package content is stored in a metric store.

You open the New Metric Package wizard from the toolbar in IBM Cognos Connection and create a metric package using

Use the wizard to define the metric package name and the data source connection to the metric store. For a new metric store, you also provide the information necessary to initialize the database, including the start and end dates of the fiscal year. If the database was used with an earlier version of IBM Cognos 8 Metrics Manager 8.1 or later, you can use the wizard to upgrade the metric store.

Before you can use the New Metric Package wizard, you must have access to a metric store used with Metrics Manager version 2.0 or later or you must create a database for a new metric store . For data to be transferred successfully, the user account that is used to access the database must have a default language of English.

Steps Using a New Data Source Connection
  1. Open IBM Cognos Connection by connecting to the IBM Cognos 8 portal and clicking IBM Cognos Content on the Welcome page.

  2. Click the New metric package button .

  3. Type a name and description for the IBM Cognos 8 Metrics Manager application to represent this metric package, and click Next.

  4. Click New data source.

  5. Type a name and description for the data source connection for the metric store that contains the content for this metric package, and click Next.

  6. In the Type box, click the database type.

  7. Select the isolation level, and click Next.

  8. Specify the information required for your database type:

    Tip: To test whether the parameters are correct, click Test the connection.

  9. Click the new data source and click Next.

  10. Click Next and follow the prompts to provide the information necessary to initialize the database. When you see the page that summarizes the data source details and the metric store settings, click Initialize.

  11. Select Open this package with Metric Studio after closing the wizard and then click Finish.

Metric Studio opens and the new metric package is displayed in IBM Cognos Connection. For information about managing the metric store, including how to load data, see the IBM Cognos 8 Administration and Security Guide.

Steps Using an Existing Data Source Connection
  1. Open IBM Cognos Connection by connecting to the IBM Cognos 8 portal and clicking IBM Cognos Content on the Welcome page.

  2. Click the New metric package button .

  3. Type a name and description for the IBM Cognos 8 Metrics Manager application to represent this metric package, and click Next.

  4. Click New data source and click Next.

  5. Click Next and follow the prompts to provide the information necessary to initialize the database. When you see the page that summarizes the data source details and the metric store settings, click Initialize.

  6. Select Open this package with Metric Studio after closing the wizard and then click Finish.

Metric Studio opens and the new metric package is displayed in IBM Cognos Connection. For information about managing the metric store, including how to load data, see the IBM Cognos 8 Administration and Security Guide.

Steps Using an Existing Metric Store
  1. Open IBM Cognos Connection by connecting to the IBM Cognos 8 portal and clicking IBM Cognos Content on the Welcome page.

  2. Click the New metric package button .

  3. Type the name and description for the IBM Cognos 8 Metrics Manager application to represent this metric package and click Next.

  4. Click New data source.

  5. Type the name and description for the data source connection for the metric store that contains the content for this metric package, and click Next.

  6. In the Type box, click the database type and click Next.

  7. Specify the information required for your database type:

    Tip: To test whether the parameters are correct, click Test the connection.

  8. Click Next.

  9. Select Open this package with Metric Studio after closing the wizard and then click Finish.

    Metric Studio opens and the new metric package is displayed in IBM Cognos Connection.

  10. Click the new data source and click Next.

  11. Click Upgrade.

    The wizard updates the database schemas and other information.

For information about managing the metric store, see the Administration and Security Guide.