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Customizing IBM Cognos Connection

You can do the following to customize IBM Cognos Connection:

Add or Hide User Interface Elements Based on Groups and Roles

You can customize the IBM Cognos Connection user interface based on the group and role membership. Depending on the group or role to which users belong, certain user interface elements will or will not be available to them. For example, you can hide the preferences and studio links from some users and add links to external applications for other users.

To implement this functionality, perform the following tasks:

Some user interface elements are shared by IBM Cognos Connection and Cognos Viewer, for example the top header (m1). If you hide these shared interface elements in IBM Cognos Connection, they are also hidden in Cognos Viewer.

For a list of elements you can hide and add, see User Interface Elements Reference List.

Note: It is important to note that there is a difference between hiding a UI element and disabling it. Hiding means that the element will no longer be visible, but that the functionality is still available. Disabling a UI element means that the element is not visible and that the underlying functionality is no longer available.

Hide User Interface Elements

You can use URL commands to hide user interface elements for a session, or you can edit the applicable system.xml file to hide user interface elements permanently.

When you hide user interface elements in page headers, these elements are not hidden elsewhere in IBM Cognos 8. For example, Report Studio can be run from the Welcome page or from the Launch menu in the h1 header. Hiding the IBM Cognos 8 header using the URL command does not hide the Report Studio link in the Welcome page.

Using URL Commands

Type URL commands in your browser if you want to hide user interface elements for the current IBM Cognos 8 request or session only. You can use URL commands to hide UI elements for both IBM Cognos Connection and Cognos Viewer.

IBM Cognos Connection commands can only be appended to IBM Cognos Connection URLs, and Cognos Viewer commands can only be appended to Cognos Viewer URLs. For example, adding &ui=t3m4 at the end of an Cognos Viewer URL does not affect IBM Cognos Connection.

Cognos Viewer commands do not affect the IBM Cognos Connection user interface. For example, adding the Cognos Viewer command &tb=0 at the end of an IBM Cognos Connection URL will show no effect.

However, IBM Cognos Connection commands may affect Cognos Viewer indirectly. For example, hiding the top header in IBM Cognos Connection will also hide the header in Cognos Viewer.

The following example shows the headers in the IBM Cognos Connection main page.

You can use URL commands to hide the following IBM Cognos Connection headers or sections of a header:

Using the System.xml File

To hide all instances of a user interface element in IBM Cognos Connection, you must modify the system.xml file. To hide user interface elements in Public Folders or My Folders, modify the systm.xml file in the c8_location/templates/ps/portal directory. To hide user interface elements in portal pages and dashboards with multiple tabs, modify the systm.xml file in the c8_location/templates/ps directory.

Modifying the system.xml file is more flexible than using URL commands for these reasons:

Steps Using URL Commands in IBM Cognos Connection
  1. Start IBM Cognos 8.

  2. In IBM Cognos Connection, click in the Web address box and type the following at the end of the URL:

    &ui=user_interface_elements_to_hide

    where user_interface_elements_to_hide is one or more of t1, t4, m1, m4, h1, h3, or h4.

    For example, type:

    &ui=h1m4

    The hidden UI remains hidden for the rest of the user session.

  3. To restore the hidden elements, type &ui= at the end of the URL.

Steps Using URL Commands in Cognos Viewer When Viewing Reports
  1. Start IBM Cognos 8.

  2. In Cognos Viewer, click in the Web address box and type on of the following at the end of the URL:

  3. The hidden UI remains hidden for the rest of the user request.

Steps Using the System.xml File
  1. Stop the IBM Cognos 8 service.

  2. Open the system.xml file in one of the following locations:

  3. Use the following syntax in the <system> element to hide a user interface element:

    <param name="ui_hide"> 
    	<!--list of user interface elements--> 
    </param>

    For example, the following XML code hides the entire IBM Cognos Connection header and the New Job button in the toolbar:

    <param name="ui_hide">
    	<CC_HEADER/>
    	<CC_TOOLBAR_BUTTONS_newjobDefinition/>
    </param>

    For information about all the user interface elements that you can hide, see Elements You Can Hide. Ensure that you match the case of each user interface element you want to hide.

  4. Specify one or more groups or roles you want to view the hidden element by adding their IDs as values of the show attribute.

    Use the group or role IDs as documented in the topic Reference the Required Groups or Roles in the system.xml File.

    Separate IDs using spaces.

    Here is an example:

    <param name="ui_hide">
    	<CRN_HEADER show="Administrators g1 g2 RSUsers"/>
    </param>
  5. Repeat steps 3 to 4 for each element that you want to hide.

  6. Save the file.

  7. Start the IBM Cognos 8 service.

Tip: There can be only one <param name="ui_hide"> element in system.xml. Therefore, all items you want to hide must be placed inside this element.

Add User Interface Elements

You can add user interface elements to IBM Cognos Connection to connect to external applications or to modify the functionality of IBM Cognos Connection. You can restrict the appearance of these new user interface elements based on different types of users.

The xml:lang attribute of the label and tooltip elements corresponds to the product locale in use at the time of the portal page generation. If a new product locale is added to IBM Cognos 8, you must add a translation for the label and tooltip fields. When no label or tooltip is found that matches the product locale, nothing is displayed.

The graphic referenced by the icon element must exist in the c8_location/webcontent/ps/portal/images directory.

To add a user interface element in IBM Cognos Connection, you must modify the system.xml file.

Steps
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Use the following syntax in the <system> element to add a user interface element:

    <param name="ui_add">
    <!--list of user interface elements-->
    </param>

    For example, the following XML code adds an option to start a Google search in a new browser window.

    <param name="ui_add">
    	<CRN_HEADER_OPTIONS>
    		<item>
    			<url>http://www.google.com</url>
    			<target>_blank</target>
    			<label xml:lang="en">Google</label>
    			<tooltip xml:lang="en">Google</tooltip>
    			<label xml:lang="fr">Google</label>
    			<tooltip xml:lang="fr">Google</tooltip>
    			<label xml:lang="de">Google</label>
    			<tooltip xml:lang="de">Google</tooltip>
    			<label xml:lang="ja">Google</label>
    			<tooltip xml:lang="ja">Google</tooltip>
    			<icon>action_search.gif</icon>
    		</item>
    	</CRN_HEADER_OPTIONS>
    </param>

    For information about all the user interface elements that you can add, see Elements You Can Add. Ensure that you match the case of each user interface element you want to add.

  4. Specify one or more groups or roles you want to view the new interface element by adding their IDs as values of the show attribute.

    Use the IDs as documented in the topic Reference the Required Groups or Roles in the system.xml File. Separate IDs using spaces.

    Here is an example:

    <param name="ui_add">
    	<CC_VIEW_TOOLS>
    		<item show="Administrators RSUsers g1 g2">
    			<url>http://my_server_url/myApplication</url>
    			<target>_blank</target>
    			<label xml:lang="en">My_label in English</label>
    			<label xml:lang="fr">My_label in French</label>
    			<label xml:lang="de">My_label in German</label>
    			<label xml:lang="ja">My_label in Japanese</label>
    		</item>
    	</CC_VIEW_TOOLS>
    </param>
  5. Save the file.

  6. Restart the IBM Cognos 8 service.

Tip: There can be only one <param name="ui_add"> element in system.xml. Therefore, all items you want to add must be placed inside this element.

Reference the Required Groups or Roles in the system.xml File

Before you start implementing the customization changes in the IBM Cognos Connection user interface, you must identify the groups or roles on which your customizations will be based.

Add a reference about the groups or roles you want to use to the portal system.xml file. Modify this file by adding the ui_groups parameter and listing all required groups and roles within this parameter. Each group or role is represented by the group element that must contain a unique id attribute. The value of the id attribute is specified in the group or role search path in IBM Cognos Connection.

Include only the groups and roles you want to use for the purpose of hiding or adding user interface elements. The groups and roles must already exist in IBM Cognos 8 and can be associated with any namespace configured for your IBM Cognos 8 environment. You can use the predefined groups and roles , or your custom groups and roles .

The predefined groups and roles that can be used include:

User

ID

Description

Anonymous

Anonymous

Users who can access IBM Cognos 8 without being prompted for authentication

Administrators

Administrators

Users who have the administration capability

Consumers

Consumers

All authenticated users, which includes Administrators, Query Studio Users, and Report Studio Users

Query Studio Users

QSUsers

Users who have the Query Studio capability

Report Studio Users

RSUsers

Users who have the Report Studio capability

Steps
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Add a parameter named ui_groups and then do the following:

    The following example shows the syntax of the ui_groups parameter.

    <param name="ui_groups">
    	<group id="g1">xOm5ldyBncm91cHM6dWlHMV9lbg_</group>
    	<group id="g2">xOm5ldyBncm91cHM6dWlfUjI_</group>
    	<group id="55">xOf5ldyBnc4htcHM6dAlfUjI_</group>
    </param>
  4. Save the system.xml file.

  5. Restart the IBM Cognos 8 service.

Hide and Disable the New URL Button

Hiding UI elements such as toolbar buttons allows you to declutter the UI, but hiding alone will not disable the functionality behind the UI element. For security reasons, if you want to hide the new URL button, it is best to disable it. Doing so hides the button, but more importantly, eliminates the possibility of someone adding an undesirable URL.

Steps
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Add the following parameter:

    <param name="disableURLObjectCreation">true</param>

  4. Save the system.xml file.

  5. Restart the IBM Cognos 8 service.

    The new URL toolbar button is removed, the URL field on the object creation wizard is disabled, and all URL object creation requests on the server handler will be ignored.

Limit the Number of Entries That Users Can Cut, Copy, and Paste

You can limit the number of entries that users can cut, copy, and paste to improve the performance of IBM Cognos 8. This allows you to control the storage space taken up by temporary entries and reduce the time required to execute cut, copy, and paste requests.

For example, you can set the limit to 50 entries. If users cut, copy, or paste more than 50 entries, they receive a maximum entries message.

For more information about other tasks you can perform to improve the performance of IBM Cognos 8, see Tune Server Performance.

To change the limit, you must have access to the computer where the report server is installed.

Steps
  1. On each computer where IBM Cognos 8 is installed, open the c8_location/templates/ps/portal/system.xml file in an editor.

    Ensure that your editor supports saving files in UTF-8 format.

  2. Find and edit the maxEditEntries parameter as follows:

    <param name="maxEditEntries"> 
    	50 
    </param>
  3. Save the system.xml file.

  4. Stop and then restart the IBM Cognos 8 service.

    For more information about stopping IBM Cognos 8, see the Installation and Configuration Guide.

Customizing Object Actions

You can customize the actions available for package, folder, URL, jobDefinition, query, report, reportView in IBM Cognos Connection.

For a list of actions that you can customize, you can look at the c8_location/templates/ps/portal/system.xml file. Search for "base-object-actions".

Remove an Action

To remove an action for a class of objects, such as reports, in the IBM Cognos Connection user interface, you must modify the system.xml file. When you remove an action, users no longer have access to it.

Steps
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Locate the following XML code that describes the actions for the objects in IBM Cognos Connection:

    <param name="base-object-actions">
      <actions>
        ...
      </actions>
    </param>
  4. Remove the action

    For example, the following XML code describes the actions for reports:

    <param name="base-object-actions">
      <actions>
        ...
        <object class="report">
          ...
          <action name="run_options"/>
          ...
        </object>
        ...
      </actions>
    </param>

    Remove the following line:

    <action name="run_options"/>

    The run options action is no longer available in IBM Cognos Connection for reports.

  5. Save the file.

  6. Start the IBM Cognos 8 service.

Expose a Shortcut Action

A shortcut action gives users the ability to create shortcuts to a class of objects. By default, shortcut actions appear on the IBM Cognos Connection actions page.

To add a shortcut action for a class of objects, such as reports, to the IBM Cognos Connection main page, you must modify the system.xml file.

Steps
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Locate the following XML code that describes the actions for the objects in IBM Cognos Connection:

    <param name="base-object-actions">
      <actions>
        ...
      </actions>
    </param>
  4. Add the following line of XML code to the actions for the class of objects:

    <action name="shortcut" visible="main"/>

    For example, the following XML code includes a shortcut action in the actions for folders:

    <param name="base-object-actions">
      <actions>
        ...
        <object class="folder">
          <action name="shortcut" visible="main"/> 
        </object>
        ...
      </actions>
    </param>
  5. Save the file.

  6. Start the IBM Cognos 8 service.

Add a Custom Action

To add a custom action for package, folder, URL, jobDefinition, query, report, or reportView objects in the IBM Cognos Connection user interface, you must modify the system.xml file. Add a custom action when you want to run an SDK application for a particular class of object, such as a report. You can pass the following properties of an object to an application:

In the IBM Cognos Connection main view, custom action icons appear to the left of the More link. In the Perform an action dialog box, custom actions appear under the IBM Cognos-specified actions.

Steps
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Locate the following XML code that describes the actions for the objects in IBM Cognos Connection:

    <param name="base-object-actions">
      <actions>
        ...
      </actions>
    </param>
  4. Use the following syntax to add a custom action as a child of the <object> element for the class of object you want to associate the custom action with. The <object> elements are children of the <actions> element. Note that an English tooltip and label are required.

    <action name="name" type="custom">
      <icon>
        icon to show for this element 
    </icon>
      <url>
        http-encoded URL to execute 
      </url>
      <label xml:lang="en">
        link text 
      </label>
      <tooltip xml:lang="en">
        tooltip text 
      </tooltip>
      <label xml:lang="language">
        link text 
      </label>
      <tooltip xml:lang="language">
        tooltip text 
      </tooltip>
      <objProperties encode="encoding">
        <property>
          property to be passed to application 
        </property>
      </objProperties>
    </action>

    For example, the following XML code defines a custom action for a report object that launches an ASP application named myapp. The defaultName and searchPath properties of the report are passed to the application.

    <param name="base-object-actions">
      <actions>
        ...
        <object class="report">
          ...
          <action name="showPath" type="custom">
            <icon>
              action_myaction.gif
            </icon>
            <url>
              /myapp.asp</url>
            <label xml:lang="en">
              View the search path
            </label>
            <tooltip xml:lang="en">
              View the search path
            </tooltip>
            <label xml:lang="fr">
              Afficher le chemin d'accès
            </label>	
            <tooltip xml:lang="fr">
              Afficher le chemin d'accès
            </tooltip>
            <objProperties encode="shift_jis">
              <property>
                defaultName
              </property>
              <property>
                searchPath
              </property>
            </objProperties>
          </action>
        </object>
        ...
      </actions>
    </param>
  5. Save the file.

  6. Start the IBM Cognos 8 service.

Restrict Content Browsing

By default, IBM Cognos Connection users can browse public folders starting at the root content folder (/content). You may want to restrict the folders that users can browse. You can set the root content folder that users can browse to any path for:

Root Content Folder Changes

When you specify a root other than the root content folder, the following changes occur:

Considerations

Specifying a root folder other than the root content folder does not restrict administrative functions such as schedule management.

Restricting content browsing by specifying a new root folder is not a means of enforcing security. Folder access must be controlled using the IBM Cognos 8 security model.

Steps Using a URL Command
  1. Start IBM Cognos 8.

  2. Click in the Web address box and delete any path parameters specified by &m_path.

    If you do not remove these path parameters, they override the root setting.

  3. Type the following at the end of the URL:

    &m_root=url-encoded search path

    For example, if you want to restrict browsing to the Go Sales package, while hiding the tab bar, toolbar and standard IBM Cognos 8 header options, type the following:

    &m_root=%2Fcontent%2Fpackage%5B%40name%3D’GO%20Sales’%5D&ui=m1h3m4.

Steps Using the System.xml File
  1. Stop the IBM Cognos 8 service.

  2. Open the c8_location/templates/ps/portal/system.xml file in an XML or text editor.

  3. Modify the <param name="consumer-root"> line in the following way:

    <param name="consumer-root">search path</param>

    For example, typing the following sets the root folder to a folder named Folder1 in the package named Pack1.

    <param name="consumer-root">
      /content/package[@name='Pack1']/folder[@name='Folder1']</param>
  4. Save the file.

  5. Start the IBM Cognos 8 service.

Implementing a Custom Welcome Page

You can create a custom Welcome page and configure IBM Cognos Connection to use this page instead of the default page provided by IBM Cognos 8.

The custom Welcome page can be any type of a browser page, such as .html, .asp, or .jsp. To provide Welcome pages that are locale- and style-sensitive, you must create a separate page for each language and style .

When you create a custom Welcome page, you can reuse some elements from the default Welcome page to make your job easier .

After the page is created, configure your Web server and your application server to expose the new Welcome page , and configure IBM Cognos Connection to use it .

Reuse Elements From the Default Welcome Page

There are elements in the IBM Cognos 8 Welcome page that may be difficult to implement, especially the logon link and the links to different studios. To make your job easier, you can reuse these elements from the default Welcome page. You can create a page with any content that, through an iFrame, frame, and so on, references the links-only section of the Welcome page.

The links-only page will look like this.

If you want to change the background color, modify the welcomeToolPanel parameter in the default.css file associated with the style you are using. For more information, see Example - Customize the Default Welcome Page.

Steps
  1. In a text editor, such as Notepad, type the code for the page using the following parameters in the page URL.

    Parameter

    Values

    Description

    basewelcome

    yes

    no

    This mandatory parameter renders the default Welcome page that only contains the links.

    wtarget

    top

    parent

    self (default)

    This optional parameter specifies where the links appear in the custom Welcome page.

    Do not include this parameter if you want the links to appear in the same frame.

    The following URL renders the links-only, default Welcome page:

    http://localhost/cognos8/cgi-bin/cognos.cgi?b_action=cognosViewer&m=portal/welcome/welcome.xts&basewelcome=yes&wtarget=top

    For example, if you want to create a custom Welcome page with only one iFrame that uses the links-only page, the source code for the page could be as follows:

    <html>
    <head></head>
    <body>
    <iframe width="100%" height="100%"
    src="http://localhost/cognos8/cgi-bin/cognos.cgi?b_action=cognosViewer&m=portal/welcome/welcome.xts&basewelcome=yes&wtarget=top"/>
    </body>
    </html>
  2. Save the file.

Create the Required Directories

After the custom Welcome page is created, you must save it in a directory that can be accessed by IBM Cognos 8. We recommend that you place your file in a directory that is separate from your IBM Cognos 8 installation.

If you create your page as a set of HTML pages, you can set up a virtual directory for your custom Welcome page. For example, you can create the my_welcome virtual directory in c8_location\my_welcome, where my_welcome is the location of your custom Welcome page, and grant read permissions for the directory.

After the virtual directory is set up, you can save the custom Welcome page in it. If you create custom pages for different locales and styles, you must create directories for each locale and style. The directories must be named after the style and locale.

For example, if you want to provide a custom Welcome page for the English, French, German, and Japanese locales for all the predefined styles, you must create the following directory structure for each of the en, fr, de, and ja locales, where my_welcome is the virtual directory, and then copy the individual custom Welcome pages into the proper directories.

For more information about setting up virtual directories, see the Installation and Configuration Guide.

Configure IBM Cognos Connection to Use a Custom Welcome Page

You configure IBM Cognos Connection to use a custom Welcome page by adding the welcomeURLOverride parameter to the system.xml file located in the c8_location/templates/ps/portal directory.

The welcomeURLOverride parameter overrides the default Welcome page URL. Depending on the location of the custom Welcome page, the URL can be specified as a relative or absolute path.

Note: The path names are case sensitive on UNIX.

Locale and Style Considerations

If you want to implement a custom Welcome page that is style and locale-sensitive, the page URL must use the exposed replacement parameters for the locale and style. The parameters are %LOCALE% and %STYLE%. When the URL is processed, %LOCALE% is replaced by the product locale, and%STYLE% is replaced by the user's currently selected style.

For example, if the product language is English and the style is Corporate, the welcomeURLOverride parameter is as follows:

<param name=
"welcomeURLOverride">/cognos8/my_welcome/%LOCLAE%/%STYLE%/customwel.htm
<param>

When the URL is processed, the %LOCALE% parameter is replaced with en, and the %STYLE% parameter is replaced with Corporate. The URL for this example is as follows:

/cognos8/my_welcome/en/Corporate/customwel.htm

If the product locale were set to French and the style to Classic, the URL would be as follows:

/cognos8/my_welcome/fr/Classic/customwel.htm
Steps
  1. From the c8_location/templates/ps/portal directory, open the system.xml file.

  2. Add the welcomeURLOverride parameter to the file, where customwel.htm is the custom Welcome page.

    If you use a relative path, the syntax is:

    <param name="welcomeURLOverride">/cognos8/customwel.htm
    </param>

    If you use an absolute path, the syntax is:

    <param name="welcomeURLOverride">http://.../customwel.htm
    </param>

    If your Welcome page supports different locales and styles and you use a relative path, the syntax is:

    <param name="welcomeURLOverride">/cognos8/my_welcome/%LOCALE%/%STYLE%/customwel.htm
    <param>
  3. Save and close the system.xml file.

  4. Refresh IBM Cognos Connection.

Customize Report Output Formats in IBM Cognos Connection and Cognos Viewer

You can specify which formats are available for users to view their reports. For example, you may want to prevent users from exporting reports in Excel.

The report formats available to a user appear in the user preferences .

The report formats are controlled by the format element of the reportFormats parameter in the system.xml file located in the c8_location/templates/ps directory.

The format element has the following attributes:

Attribute

Value

Description

id

Report output formats.

For example, HTML or PDF

Specifies the supported report format.

This attribute cannot be modified.

browserHide

ie

safari

moz

other

Excludes Web browsers in which the report format should be hidden from users.

You can modify this attribute.

downloadable

true

false

Specifies the download support.

You can modify this attribute

appMode

basic - basic run options and preferences

adv - advanced run options and scheduling

rv - report viewing options

Specifies the IBM Cognos 8 functions where the report format must be supported.

You can modify this attribute.

extension

Extension value

For example, xls

Optional attribute that specifies the file extension of the output format. It is used to control download functionality.

mime

Mime value.

For example, application/vnd.ms-excel

Optional attribute that specifies the MIME type. It is used to control download functionality.

cafaction

true

false

Specifies the IBM Cognos Application Firewall settings.

This attribute cannot be modified.

Note: Because the format element settings can be used to control access to output formats, this setting can affect how reports that were saved previously are accessed. For example, if a report is saved in PDF format, users cannot view the saved report if the administrator chooses to make the PDF format unavailable.

The following example shows how to remove CSV format from the list of available format options, for example, when setting personal preferences or scheduling reports, while still allowing users access to saved CSV output in the portal.

<format id="CSV" browserHide="" downloadable="true"
appMode="" extension="csv"/>

The following example shows how to hide the report output completely.

<!--<format id="CSV" browserHide=""
downloadable="true" appMode="" extension="csv"/> -->
Steps
  1. Open the system.xml file in the c8_location/templates/ps directory.

  2. In the following code, remove or comment out the format element associated with the report format you want to disable.

    <param name="reportFormats">
    <!-- Comments --> 
    	<format id="HTML" browserHide="" downloadable="false"
    appMode="basic adv rv"/>
    	<format id="XHTML" browserHide="" downloadable="false"
    appMode="adv"/>
    	<format id="HTMLFragment" browserHide="" downloadable="false" appMode="adv"/>
    	<format id="PDF" browserHide="" downloadable="true"
    appMode="basic adv rv" extension="pdf"/> -->
    	<format id="spreadsheetML" browserHide="safari" downloadable="true"
    appMode="basic adv rv" extension="xlsx"/>
    	<format id="XLWA" browserHide="safari" downloadable="true" appMode="basic
    adv rv" extension="xls" mime="application/vnd.ms-excel"/>
    	<format id="singleXLS" browserHide="safari" downloadable="true"
    appMode="basic adv rv" extension="xls"/>
    	<format id="XLS" browserHide="safari moz other" downloadable="false"
    appMode="basic adv rv" cafaction="true"/>
    	<format id="CSV" browserHide="" downloadable="true"
    appMode="basic adv rv" extension="csv"/>
    	<format id="XML" browserHide="" downloadable="true"
    appMode="basic adv rv" extension="xml"/>
    </param>

    The following example shows how to disable the PDF format:

    <!-- <format id="PDF" browserHide=""
    downloadable="true" appMode="basic adv rv"/> -->

    The following example shows how to disable support for the CSV format for advanced run options and scheduling by deleting the adv attribute:

    <format id="CSV" browserHide="" downloadable="true"
    appMode="basic rv"/>
  3. Save the system.xml file.

  4. Restart the IBM Cognos 8 service.

Note that the configuration settings you specify in the system.xml file apply only to the presentation services which includes the portal, portal administration, and Cognos Viewer. The settings do not apply to the report server.

Configure the Document Lookup Table

The document format lookup table is used to look up file extensions when downloading document objects. Most browsers require file extensions to determine which program to use to open the file. If the name of the file being downloaded does not end with the expected extension, the portal will append one based on the document lookup table, found in the system.xml file.

The following example shows the document format code:

<param name="documentFormats">
	<format extension="doc" id="application/vnd.coc-wd"/>
	<format extension="xls" id="application/vnd.coc-xl"/>
	<format extension="ppt" id="application/vnd.coc-pp"/>
	<format extension="xlsx" 	id="application/vnd.openxmlformats-officedocument.spreadsheet.sheet"/>
	<format extension="pptx" id="application/vnd.openxmlformats-officedocument.presentationml.presentation"/>
	<format extension="docx" id="application/vnd.openxmlformats-officedocument.wordprocessingml.document"/>
</param>