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Installing and Configuring the Gateway

You can install the gateway 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 gateway computers. However, if you installed the gateway in a new location, you must configure the gateway.

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

Perform the following steps to install and configure the gateway:

      

Install the gateway components

      

Install the gateway for IBM Cognos 8 Metrics Manager components, if necessary

      

Start IBM Cognos Configuration

      

Configure environment and security properties for the gateway

      

Configure the Web server

      

Test the gateway installation

Install the Gateway Components

You can install the gateway on one or more Web server computers.

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, 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.

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. 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 to 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 component in the location where you installed the Gateway components. For more information, see Install Translated Product Documentation.

Install the Gateway 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 Gateway component to the same location as you installed the IBM Cognos 8 Business Intelligence Gateway component.

You may also want to install Metric Designer .

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 and Security Properties for Gateway Computers  

If you install the gateway component on a different computer than Content Manager or Application Tier Components, you must configure the gateway computer so that it knows the location of a dispatcher. A dispatcher is installed on every Content Manager and Application Tier Components computer. We recommend that the gateway use the dispatcher on an Application Tier Components computer.

For failover protection, you can configure more than one dispatcher for a gateway computer. When multiple dispatchers are configured, requests are normally routed to the first dispatcher in the list. If this dispatcher becomes unavailable, the gateway determines the next functioning dispatcher on the list and routes requests there. The primary dispatcher status is monitored by the gateway, and requests are routed back to this component when it returns to service.

After you do the required configuration tasks, the gateway computer can work in your environment.

Ensure that the computers where you installed Content Manager are configured and the default active Content Manager computer is available before you configure gateway computers.

Steps
  1. Start IBM Cognos Configuration.

  2. In the Explorer window, click Environment.

  3. In the Properties window, under Gateway Settings, specify the values for Dispatcher URIs for the gateway:

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

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

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

  7. Test that the symmetric key can be retrieved. In the Explorer window, right-click Cryptography and click Test.

    IBM Cognos 8 components check the common symmetric keys (CSK) availability.

  8. From the File menu, click Save.

Configure the Web Server

For all installations, before you use Web pages generated by IBM Cognos 8, you must configure your Web server. You must create virtual directories, or aliases, so that users can connect to IBM Cognos 8 in the portal. If you plan to run more than one IBM Cognos 8 product, or several instances of the same product, on one computer, you must create a separate application pool for each product or instance and then associate the aliases for that product or instance to the application pool. The steps for creating an application pool vary depending on your operating system.

For IBM Cognos 8 for reporting, you must also set the content expiry for the images directory in your Web server so that the Web browser does not check image status after the first access.

On UNIX and Linux, the account under which the Web server runs must have read access to the cogstartup.xml file in the c8_location/configuration directory. By default the cogstartup.xml file has read permission for others. If you run your Web server under a specific group, you can change the cogstartup.xml file permissions to ensure that it belongs to the same group as the Web server. You can then remove the read permission for others.

For information on creating a user account or a network service account for IBM Cognos 8, see .

Steps to Create Virtual Directories
  1. Create the following virtual directories:

    Alias

    Location

    Permission

    cognos8

    c8_location/webcontent

    Read

    cognos8/cgi-bin

    c8_location/cgi-bin

    Execute

    You can use a name other than cognos8 in the aliases. However, you must use cgi-bin as the second part of the alias and you must change the virtual directory in the Gateway URI property to match the new IBM Cognos alias. For more information, see Change a Port or URI Setting.

    If you are upgrading from ReportNet or an earlier version of IBM Cognos 8, you can continue to use the existing aliases. If you install IBM Cognos 8 reporting components in a different location from the earlier version, change the existing aliases to include the new location. If you have more than one version of ReportNet or IBM Cognos 8 on one computer, you must use different alias names for IBM Cognos 8.

    For Apache Web Server, ensure that you define the cognos8/cgi-bin alias before the cognos8 alias in the httpd.conf file located in the Apache_installation/conf directory. The cognos8/cgi-bin alias must be defined as a ScriptAlias.

  2. If you want to use Report Studio’s image browser, enable Web Distributed Authoring and Versioning (WebDAV) on your Web server.

    If you use Apache Web Server, specify a directory in which to enable WebDAV. For information about configuring WebDAV, see your Web server documentation.

    If you use Microsoft Internet Information Services (IIS), enable the Read and Directory Browsing properties for the URL you want to access.

  3. For IBM Cognos 8 for reporting, set the content expiry on the c8_location/pat/images virtual directory in your Web server.

    Each time a user opens Report Studio, their Web browser checks with the Web server to determine if images are current. Because there are over 600 images, this can result in excess network traffic. You can postpone this check until a specified date by using the content expiry feature of the Web server.

    For information on setting content expiry, see the documentation for your Web server.

    Note: When you upgrade, Report Studio users must clear their Web browser cache to get the latest images.

If you use Web aliases other than cognos8, or your Web server is on another computer, or you are using Microsoft Internet Application Interface (ISAPI), apache_mod or a servlet gateway, change the Gateway URI when you configure IBM Cognos components.

Steps to Create an Application Pool on Windows Server 2008
  1. From the Start menu, select Control Panel, Performance and Maintenance, Administrative Tools.

  2. Launch Internet Information Services (IIS) Manager.

    Web Management Tools and World Wide Web Services are enabled automatically.

  3. From the root (your system name and user), select Features View.

  4. In the IIS section, launch ISAPI and CGI Restrictions.

  5. Select Edit Feature Settings and enable Allow unspecified CGI modules and then click OK.

  6. Add your aliases. For example, c8_location,c8_location/cgi-bin.

  7. Select your cgi-bin alias and ensure that Features View is selected.

  8. Right-click Application Pools and select Add.

  9. In the dialog box, enter a Web alias and the corresponding path to IBM Cognos 8 webcontent.

  10. Repeat steps 8 and 9 to add the next Web alias.

  11. Select Default Web Site.

  12. Open Handler Mappings.

  13. Select CGI-cgi mappings.

  14. In the right pane, click Revert to Inherited.

  15. Expand the application that points to your webcontent location.

  16. Expand your cgi-bin application node.

  17. Add a mapping that points to *.cgi and name it CGI-cgi.

  18. Select the CGI-cgi mapping.

  19. In the right pane, click Revert to Inherited.

  20. Restart the IIS server.

  21. Find the folder that contains cgi-bin (c8_location/cgi-bin) and right-click it.

  22. Select the Security tab.

  23. Add the Network Services user, granting all permissions except Full Control.

  24. Right-click on Cognos8 service and select Properties.

  25. Click the Log On tab.

  26. Click This account and enter Network Service as the user.

  27. Delete the Password and the Confirm the password values.

  28. Click OK.

Test the Gateway

You can test the installation using a Web browser.

Steps
  1. Ensure that your Web server is running.

  2. Open a Web browser.

  3. In your address box, type the URI for the gateway. For example

    http://hostname/cognos8

    The Welcome page of the IBM Cognos 8 portal appears.