Deltek Costpoint Enterprise Reporting 6.1. Installation Guide for New Users

Transcription

1 Deltek Costpoint Enterprise Reporting 6.1 Installation Guide for New Users September 23, 2011

2 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein. The information contained in this publication is effective as of the publication date below and is subject to change without notice. This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc. This edition published September Deltek, Inc. Deltek s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties. All trademarks are the property of their respective owners. Installation Guide for New Users ii

3 Contents Overview... 1 Get Installation Help... 1 If You Need Assistance... 2 Customer Services... 2 Customer Care Connect Site... 2 Additional Documentation... 3 Downloading Deltek Products Using Deltek Software Manager... 4 Accessing DSM from within the Customer Care Connect Site... 4 DSM Documentation and Troubleshooting... 5 System Requirements... 6 Client Workstation (Cognos Administrator)... 6 Client Workstation (Cognos User)... 7 Cognos Server... 8 Directory Server... 9 Database Servers Getting Organized Required Cognos Downloads Required Deltek Download for Costpoint Enterprise Reporting Creating the Cognos BI Content Store Creating the Content Store Using Microsoft SQL Server Creating the Content Store Using Oracle Installing Cognos BI Server Cognos BI in 32-bit or 64-bit Environments Install Cognos BI Server Install Cognos BI Server Installing the Cognos BI Modeling Software Cognos BI in 32-bit or 64-bit Environments Install Cognos BI Modeling Install Cognos BI Modeling Install the Latest Cognos BI Fix Pack Cognos BI Fix Pack Installation Configuring Microsoft IIS for Use with Cognos BI Configure IIS Configure IIS Install Costpoint Enterprise Reporting 6.1 Software Installation Guide for New Users iii

4 Default Installation Locations for Costpoint Enterprise Reporting 6.1 Models Installation Procedure Copy Deployment Files Configuring the Cognos BI Data Access from Cognos Configuration Configure the Data Access Object for Microsoft SQL Server Configuring the Data Access Object for Oracle Opening the Costpoint Enterprise Reporting Report Packages in Framework Manager Configuring Data Sources Using Cognos Administration Configure Microsoft SQL Server Data Sources Configure Oracle Data Sources Importing Reports into Cognos Connection Configure Microsoft SQL Server Data Sources Apply the Costpoint Budgeting & Planning Scripts Run the Costpoint Enterprise Reporting Security Script Run the Security Script Adding the Deltek Brand to the Cognos Connection Portal For Cognos BI For Cognos BI Testing Configuration Test Configuration of Data Sources from Framework Manager Test Configuration by Navigating to the Cognos Connection Portal Setting Up Portals and Alerts Troubleshoot Your Installation Cognos Error During Installation Process Enable TCP/IP Protocol Special Topic: Deploying Reports to a Location Other Than the Standard Location Redefine Links to Drill Reports Special Topic: Hiding and Displaying the Common Library Reports Make a Common Library Report Visible in Cognos Connection Installation Guide for New Users iv

5 Overview Overview This guide includes instructions for installing and configuring the software for Costpoint Enterprise Reporting 6.1. The sections of this guide follow the proper installation order. Follow the steps in this guide in the order in which they appear. Get Installation Help Deltek strongly recommends contacting the Deltek Global Services to schedule your Deltek Performance Management installation. While Deltek has worked hard to ensure a step-by-step installation, Costpoint Enterprise Reporting, which leverages IBM Cognos BI software, is a complex enterprise application, and these installation instructions are just one possible installation solution. These instructions are not intended as best practices. In certain situations the Costpoint Enterprise Reporting installation can be complex, and may require special consideration. Complexity can increase, for example, with multiple server installation, load balancing, database replication, or firewall and DMZ deployments. Deltek's team of technical consultants can assist you with your installation in a timely manner. Deltek s involvement ensures that all applications are installed properly, regardless of the complexity of the deployment scenario. The Deltek Global Services Group s assistance is billed on a time and materials basis. While installation assistance is not required, it is strongly recommended to ensure that you optimize your investment in Costpoint Enterprise Reporting from the time of installation. To schedule your installation, contact the Deltek Global Services Group at DGSconsultantsSSG@deltek.com. Installation Guide for New Users 1

6 If You Need Assistance If You Need Assistance If you need assistance installing, implementing, or using Costpoint Enterprise Reporting, Deltek makes a wealth of information and expertise readily available to you. Customer Services For over 20 years, Deltek has maintained close relationships with client firms, helping with their problems, listening to their needs, and getting to know their individual business environments. A full range of customer services has grown out of this close contact, including the following: Extensive self-support options through the Customer Care Connect Web portal. Phone and support from Customer Care analysts Technical services Consulting services Custom programming Classroom, on-site, and Web-based training Find out more about these and other services from the Customer Care Connect site. Customer Care Connect Site The Deltek Customer Care Connect site is a support Web portal for Deltek customers who purchase an Ongoing Support Plan (OSP). The following are some of the many options you have at the Customer Care Connect site: Download the latest versions of your Deltek products Search Deltek s knowledge base Ask questions, exchange ideas, and share knowledge with other Deltek customers through the Deltek Connect Customer Forums Display or download product information, such as release notes, user guides, technical information, and white papers Submit a support case and check on its progress Transfer requested files to a Customer Care analyst Use Quick Chat to submit a question to a Customer Care analyst online Subscribe to Deltek communications about your Deltek products and services Receive alerts of new Deltek releases and hot fixes If you need assistance using the Customer Care Connect site, the online help available on the site provides answers for most questions Installation Guide for New Users 2

7 If You Need Assistance Access Customer Care Connect To access the Customer Care Connect site, complete the following steps: 1. Go to 2. Enter your Customer Care Connect Username and Password. 3. Click Log In. If you do not have a username and password for the Customer Care Connect site, contact your firm s Costpoint Enterprise Reporting Administrator. If you forget your username or password, you can click the Account Assistance button on the login screen for help. Additional Documentation Deltek Documentation Deltek provides a set of guides and other documents to help you install, configure, and use Costpoint Enterprise Reporting. These documents are available for downloading from the Product Downloads page of the Deltek Customer Care Connect Web site. Cognos Documentation In addition to the Deltek documentation, IBM provides extensive documentation for Cognos BI, the underlying business intelligence foundation for Costpoint Enterprise Reporting. A selection of those documents are available for downloading from the Product Downloads page of the Deltek Customer Care Connect Web site. In addition to the Cognos documentation provided with Costpoint Enterprise Reporting, you can find all of the most current Cognos documentation on the Cognos Global Customer Services Web site ( Cognos BI documentation is also available in online help provided within Cognos BI components. Installation Guide for New Users 3

8 Downloading Deltek Products Using Deltek Software Manager Downloading Deltek Products Using Deltek Software Manager You can use Deltek Software Manager (DSM) to download complete Deltek products, hot fixes, and sub-releases. You access DSM through the Deltek Customer Care Connect site. When you access DSM from within the Deltek Customer Care Connect site, you do not have to log on since you are already logged into the Customer Care Connect site. Accessing DSM from within the Customer Care Connect Site To access Deltek Software Manager from within the Customer Care Connect site, complete the following steps: 1. In your Web browser, go to 2. Enter your Customer Care Connect Username and Password, and click Log In. 3. When the Customer Care Connect site displays, click the Product Downloads tab. You are automatically logged into Deltek Software Manager. 4. To select the folder where you want to download Deltek products, click Settings above the right pane of Deltek Software Manager. When you log on for the first time, Deltek Software Manager asks you to select a default folder where Deltek products are to be downloaded. 5. Use the Settings dialog box to specify the folder where you want to download Deltek products, and click OK. You can change this folder anytime in the Settings dialog box. 6. In the left pane of Deltek Software Manager, expand the Deltek product that you want to download, if it is not already expanded. 7. Select the product type that you want to download. Your options are Complete, HotFix, and Sub-Release. 8. In the table, select the check box that corresponds to the Deltek product that you want to download. The right pane displays a message stating that the product has been added to the download queue. To view the items in the download queue, click View Download Queue at the bottom of the left pane. 9. Click Download at the bottom of the left pane. Deltek Software Manager downloads the product to the folder that you selected. Installation Guide for New Users 4

9 Downloading Deltek Products Using Deltek Software Manager DSM Documentation and Troubleshooting To view the online help for Deltek Software Manager, click here. To view a tutorial on how to use Deltek Software Manager, click here. To view more information on troubleshooting Deltek Software Manager, click here. The above troubleshooting link will only work if you are logged into Deltek Customer Care Connect. Installation Guide for New Users 5

10 System Requirements System Requirements The tables that follow list the hardware and software requirements for installing and using Costpoint Enterprise Reporting. Before installing Cognos software, make sure that your workstations and servers meet the requirements for Cognos to operate efficiently. The requirements listed here are the minimum requirements. If you process a large amount of data, run a large number of reports, or have a large number of users, then your servers must exceed these requirements. Client Workstation (Cognos Administrator) A Cognos administrator uses the Framework Manager to create, modify, and publish metadata models. For Cognos BI Requirement Operating System Processor Memory Disk Space Specification Microsoft Windows Vista SP1 Microsoft Windows XP Professional SP2 or SP3 Pentium IV 2 GHz 2 GB 3GB Web Browser Microsoft Internet Explorer 7.0 Microsoft Internet Explorer 6 SP1 or SP2 Application Software IBM Cognos BI Framework Manager Fix Pack 2 (required) IBM Cognos (optional) For Cognos BI 10.1 Requirement Specification Operating System Microsoft Windows 7 Processor Memory Disk Space Pentium IV 2 GHz 2 GB 3GB Installation Guide for New Users 6

11 System Requirements Requirement Specification Web Browser Microsoft Internet Explorer 8 Microsoft Internet Explorer 7 Microsoft Internet Explorer 6 SP2 Application Software IBM Cognos BI Framework Manager 10.1 (required) IBM Cognos 10.1 (optional) Client Workstation (Cognos User) Because use of Cognos requires only a Web browser, users do not need powerful workstations. For Cognos BI Requirement Operating System Processor Memory Disk Space Specification Microsoft Windows Vista SP1 Microsoft Windows XP Professional SP2 or SP3 Pentium IV 256 MB Only what is needed for the browser and for local storage of reports. Web Browser Microsoft Internet Explorer 7.0 Microsoft Internet Explorer 6 SP1 or SP2 Application Software None For Cognos BI 10.1 Requirement Specification Operating System Microsoft Windows 7 Processor Memory Disk Space Pentium IV 256 MB Only what is needed for the browser and for local storage of reports. Installation Guide for New Users 7

12 System Requirements Requirement Specification Web Browser Microsoft Internet Explorer 8 Microsoft Internet Explorer 7 Microsoft Internet Explorer 6 SP2 Application Software None Cognos Server The Cognos server must be a powerful server-class machine in order to provide satisfactory response time to users creating and executing reports. A Microsoft Windows workstation will not provide satisfactory performance if it is used as a report server. For Cognos BI Requirement Specification Operating System Microsoft Windows Server 2008 Microsoft Windows Server 2003 SP2 Microsoft Windows Server 2003 R2 SP2 Processor Memory Disk Space Pentium IV 2 GHz Dual Processor 2 GB 3 GB Web Browser Microsoft Internet Explorer 7.0 Microsoft Internet Explorer 6 SP1 or SP2 Application Software IBM Cognos BI Server Version Fix Pack 2 IBM Cognos BI Framework Manager Fix Pack 2 Web Server Software Microsoft Internet Information Services (IIS) 7.0 (with Windows Server 2008) Microsoft Internet Information Services (IIS) 6.0 (with Windows Server 2003) Installation Guide for New Users 8

13 System Requirements For Cognos BI 10.1 Requirement Operating System Processor Memory Disk Space Specification Microsoft Windows Server 2008 R2 Microsoft Windows Server 2008 Microsoft Windows Server 2003 SP2 Microsoft Windows Server 2003 R2 SP2 Pentium IV 2 GHz Dual Processor 2 GB 3 GB Web Browser Microsoft Internet Explorer 8 Microsoft Internet Explorer 7 Microsoft Internet Explorer 6 SP2 Application Software IBM Cognos BI Server Version 10.1 IBM Cognos BI Framework Manager 10.1 Web Server Software Microsoft Internet Information Services (IIS) 7.0 (with Windows Server 2008) Microsoft Internet Information Services (IIS) 6.0 (with Windows Server 2003) Framework Manager must be installed on this computer because some Framework Manager models may require more resources than the administrator workstation can provide. Also, with Framework Manager installed on the server, the administrator can perform all Cognos administrative functions at the server. Directory Server Cognos does not store user identification internally. It authenticates users by communicating with an external authentication source, which is normally a directory server. For Cognos BI Requirement Specification Operating System Microsoft Windows Server 2008 Microsoft Windows Server 2003 SP2 Microsoft Windows Server 2003 R2 SP2 Installation Guide for New Users 9

14 System Requirements Requirement Processor Memory Disk Space Specification Pentium IV 1 GB 500 MB Web Browser Microsoft Internet Explorer 7.0 Microsoft Internet Explorer 6 SP1 or SP2 Directory Server Software Microsoft Active Directory Server or any LDAP Version 3 compliant server For Cognos BI 10.1 Requirement Operating System Processor Memory Disk Space Specification Microsoft Windows Server 2008 R2 Microsoft Windows Server 2008 Microsoft Windows Server 2003 SP2 Microsoft Windows Server 2003 R2 SP2 Pentium IV 1 GB 500 MB Web Browser Microsoft Internet Explorer 8 Microsoft Internet Explorer 7 Microsoft Internet Explorer 6 SP2 Directory Server Software Microsoft Active Directory Server or any LDAP Version 3 compliant server Database Servers Cognos must have access to the Deltek databases. In addition, Cognos requires a database of its own. This database is used for the Cognos Content Store, which contains all Cognos settings, published models, and saved reports. For Cognos BI or 10.1 Requirement Specification Database Platform Microsoft SQL Server 2008, or Oracle 11g. Installation Guide for New Users 10

15 System Requirements Requirement Deltek Application Databases Specification Deltek Costpoint 6.1 SP2 or any later 6.1 service pack Deltek Time & Expense 8.1 through 8.3 Deltek Costpoint Budgeting & Planning through Installation Guide for New Users 11

16 Getting Organized Getting Organized Required Cognos Downloads While additional Cognos applications are available for downloading from the Deltek Customer Care Connect site ( these three are the only ones required for Costpoint Enterprise Reporting 6.1: Cognos BI Server Version or 10.1 Use the contents of this download to install the Cognos BI Server, which includes Report Studio, Query Studio, Analysis Studio, and Event Studio. Cognos BI Modeling Version or 10.1 Use the contents of this download to install the Cognos BI Modeling software (Framework Manager and Map Manager). Latest fix pack for Cognos BI Version or 10.1 (if available) Use the contents of this download to install the latest updates from IBM for your version of Cognos BI. Required Deltek Download for Costpoint Enterprise Reporting 6.1 The required Deltek download from the Product Downloads page of the Deltek Customer Care Connect site ( is Costpoint Enterprise Reporting 6.1. It is also recommended that you download the Costpoint Enterprise Reporting 6.1 documentation. Like the software itself, that documentation is available from the Product Downloads page. You also have the option to download Cognos BI documentation. Installation Guide for New Users 12

17 Creating the Cognos BI Content Store Creating the Cognos BI Content Store Before installing the Cognos BI software, you configure the Content Store. The Content Store is the database used with Cognos BI. You create your Content Store on your database server. You can create the Content Store as a Microsoft SQL Server database or an Oracle database. This section provides detailed instructions for creating the Content Store using Microsoft SQL Server or Oracle. Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for Creating the Content Store Using Microsoft SQL Server You must have Microsoft SQL Server 2008 installed and configured as follows prior to creating the content store: UTF-8 or UTF-16 encoding is used. (For more information about character sets, encoding, and collation, see the Microsoft SQL Server documentation.) The collation sequence is case-insensitive. In a Custom installation, you choose a collation, which includes character sets and sort order, during the SQL Server setup. In a Typical installation, the installation uses the locale identified by the installation program for the collation. This setting cannot be changed later. The authentication mode for the database is set to SQL Server and Windows. (For more information, see knowledge base article on the Microsoft Web site.) The TCP/IP protocol is enabled. Cognos requires this protocol. (For more information, see Troubleshoot Your Installation.) Creating the Content Store Using Microsoft SQL Server 2008 To create the Cognos BI Content Store database using Microsoft SQL Server 2008, complete the following steps: 1. On the computer you will use as your database server, select Programs» Microsoft SQL Server [XXXX]» SQL Server Management Studio from the Windows Start menu. 2. In the Connect to Server dialog box, log into SQL Server Management Studio using the sa account username and password. 3. In the Object Explorer pane, right-click Database and select New Database. Installation Guide for New Users 13

18 Creating the Cognos BI Content Store 4. On the New Database dialog box, enter cm in the Database name field and click OK. The new cm database is created. Installation Guide for New Users 14

19 Creating the Cognos BI Content Store 5. Create a user account (Login) called cognos and grant it public and db_owner access to the cm database: a) In the Object Explorer pane on the left, expand the Security tree. b) Right-click Login and select New Login. c) On the Login New dialog box, create the new user by entering or selecting the following information: Login name Enter cognos SQL Server authentication Select this option and enter a password in the Password field. Enter it again in the Confirm Password field. Enforce password policy Clear this check box. Default database Select cm (the database you created earlier in these instructions) from the list. Installation Guide for New Users 15

20 Creating the Cognos BI Content Store 6. In the Select a page pane on the left, click User Mapping. 7. In the Users mapped to this login table, select cm. Then select db_owner and public in the Database role membership for: cm list. Installation Guide for New Users 16

21 Creating the Cognos BI Content Store 8. Click OK. 9. Close SQL Server Management Studio. Creating the Content Store Using Oracle Following is a list of important information to know and steps to follow before you create the Content Store in Oracle: You create the Content Store on the machine you will use as your database server. Setup for Cognos and the Costpoint Enterprise Reporting software requires the creation of an Oracle database that uses a Unicode character set. NLS_CHARACTERSET = AL32UTF8 NLS_NCHAR_CHARACTERSET = AL16UTF16 Use this statement to verify that you are using the correct character set in the instance you use for the Cognos Content Store. SELECT * FROM NLS_DATABASE_PARAMETERS; You must create the cognos user as the account that will access the database. Ensure that the user account that accesses the database has permission to do the following tasks: Connect to the database Create, alter, and drop tables, triggers, views, procedures, and sequences Insert, update, and delete data in the database tables For example, grant the CONNECT and RESOURCE roles to the cognos8 or cognos10 account. If you are running Oracle 10 you also need to grant this user the CREATE ANY PROCEDURE and CREATE ANY VIEW privileges. (These were part of the RESOURCE role in Oracle 9). Size the database as appropriate. Database sizing depends on variables such as concurrent users and saved reports. For details, see the IBM Cognos Business Intelligence Architecture and Deployment Guide (Crn_arch.pdf) for the version of Cognos BI you will use. Cognos BI does not support the 64-bit Oracle client. Install the 32-bit client. Install the Oracle client: 1. Install the Oracle Administrator Client Utilities on the Cognos BI server. You cannot connect to the Content Store using Oracle without first installing these utilities. 2. Establish a connection to the Oracle server where you have created the Content Store schema using the Oracle Configuration Assistant. 3. Locate Oracle jdbc files classes12.jar and the ojdbc14.jar to be copied to the cognos webapps\p2pd\web_inf\lib folder: C:\app\Administrator\product\11.1.0\client_1\sqldeveloper\jdbc\lib\ojdbc14.jar C:\app\Administrator\product\11.1.0\client_1\oui\jlib\classes12.jar 4. Copy these files to a temporary location until after you install Cognos BI. Install the Oracle Net Configuration Assistant. Installation Guide for New Users 17

22 Creating the Cognos BI Content Store After you install Cognos BI (see Installing Cognos BI Server on page 19), do the following: Copy the classes12.jar file into the <Cognos install location>\webapps\p2pd\web-inf\lib folder. If you are using Oracle 10 or a later version, copy the ojdbc14.jar file (the new jdbc driver) into the <Cognos install location>\webapps\p2pd\web-inf\lib folder. Installation Guide for New Users 18

23 Installing Cognos BI Server Installing Cognos BI Server This section includes instructions for installing the Cognos BI Server software. To install Cognos BI Server 8.4.1, use the procedure under Install Cognos BI Server on page 20. To install Cognos BI Server 10.1, use the procedure under Install Cognos BI Server 10.1 on page 24. You install the Cognos BI Server on your application server. While Deltek has worked hard to ensure a step-by-step installation, Costpoint Enterprise Reporting, which leverages Cognos BI software, is a complex enterprise application, and these installation instructions are just one possible installation solution. These instructions are not intended as best practices. In certain situations the Costpoint Enterprise Reporting installation can be complex, and may require special consideration. Complexity can increase, for example, with multiple server installation, load balancing, database replication, or firewall and DMZ deployments. If you are performing an advanced installation, refer to the IBM Cognos Business Intelligence Installation and Configuration Guide (inst_cr_winux.pdf) for the version of Cognos BI you are installing. Also, contact the Deltek Global Services Group at DGSconsultantsSSG@deltek.com for assistance. The following components are installed as part of the Cognos BI Server installation: Report Studio Query Studio Analysis Studio Event Studio Cognos BI in 32-bit or 64-bit Environments You can install Cognos BI in either a 32-bit environment or a 64-bit environment. The default installation folder varies based on the version of Cognos BI and the environment: Cognos (32-bit) C:\Program Files\Cognos\c8 Cognos (64-bit) C:\Program Files (x86)\cognos\c8_64 Cognos 10.1 (32-bit) C:\Program Files\ibm\Cognos\c10 Cognos 10.1 (64-bit) C:\Program Files (x86)\ibm\cognos\c10_64 Exception: If you install the 32-bit version of Cognos BI in a 64-bit environment, it is always installed in C:\ Program Files (x86). If you are installing the 64-bit version of Cognos BI, note the following: Cognos BI Server components are the only true 64-bit components of Cognos BI. The 64-bit Cognos BI Server component must be installed on a 64-bit server. Cognos BI Modeling components (Framework Manager and Map Manager) are not 64-bit components, but they can be installed on the 64-bit server or on a separate 32-bit computer. If you install them on the 64-bit server, however, they must be in a separate directory from the 64-bit components (in the c8 directory rather than the c8_64 directory, for example). Installation Guide for New Users 19

24 Installing Cognos BI Server Install Cognos BI Server To install Cognos BI Server 8.4.1, complete the following steps: 1. Download Cognos 8 BI Server Version and extract the contents of the downloaded file. 2. From the application server, navigate to either the win32 folder or the winx64 folder in the extracted folder structure, depending on whether you are installing the 32-bit or 64-bit version of Cognos BI. 3. Run the issetup.exe file. 4. On the Welcome to the Installation Wizard screen, click Next. 5. On the License Agreement screen, read the agreement, select I Agree, and click Next to continue. Installation Guide for New Users 20

25 Installing Cognos BI Server 6. On the Installation Location screen, enter or select the folder in which you want to install the Cognos BI Server, and click Next. Make a note of the installation path that you use. You will need it for other installation and configuration tasks, such as configuring Microsoft IIS. Installation Guide for New Users 21

26 Installing Cognos BI Server 7. When prompted, click Yes to create the installation location. 8. On the Component Selection screen, select IBM Cognos 8 Business Intelligence Server (a green check mark should display). Expand Cognos 8 Business Intelligence Server and be sure that all options are selected except Cognos Content Database. Clear the check mark for Cognos Content Database. 9. When you have made your selections, click Next. If you have Cognos services running, the Cognos Running Services screen displays before the Component Selection screen. Click Next to stop the services and continue with the installation. 10. On the Shortcut Folder screen, accept the defaults, and click Next. Installation Guide for New Users 22

27 Installing Cognos BI Server 11. On the Installation Summary screen, click Next. The installation progress displays at the bottom of the Installation Progress screen. When complete, the Finish screen displays. Installation Guide for New Users 23

28 Installing Cognos BI Server 12. Click Finish to complete the installation. Install Cognos BI Server 10.1 To install Cognos BI Server 10.1, complete the following steps: 1. Download Cognos BI Server Version 10.1 and extract the contents of the downloaded file. 2. From the application server, navigate to either the win32 folder or the winx64 folder in the extracted folder structure, depending on whether you are installing the 32-bit or 64-bit version of Cognos BI. 3. Run the issetup.exe file. 4. On the Welcome to the Installation Wizard screen, click Next. Installation Guide for New Users 24

29 Installing Cognos BI Server 5. On the License Agreement screen, read the agreement, select I Agree, and click Next to continue. 6. On the Installation Location screen, enter or select the folder in which you want to install the Cognos BI Server, and click Next. Make a note of the installation path that you use. You will need it for other installation and configuration tasks, such as configuring Microsoft IIS. 7. Click Yes in the message box to confirm that you want to create the installation directory. Installation Guide for New Users 25

30 Installing Cognos BI Server 8. If you have Cognos services running, the Cognos Running Services screen displays before the Component Selection screen. Click Next to stop the services and continue with the installation. 9. On the Component Selection screen, select IBM Cognos Business Intelligence Server (a green check mark should display). Expand IBM Cognos Business Intelligence Server and be sure that all options are selected except Cognos Content Database. Clear the check mark for Cognos Content Database. 10. To continue, click Next. 11. On the Shortcut Folder screen, accept the defaults, and click Next. Installation Guide for New Users 26

31 Installing Cognos BI Server 12. On the Installation Summary screen, review the information and click Next. The installation progress displays at the bottom of the Installation Progress screen. When the installation is complete, the Finish screen displays. 13. Click Finish to complete the installation. Installation Guide for New Users 27

32 Installing the Cognos BI Modeling Software Installing the Cognos BI Modeling Software This section includes instructions for installing the Cognos BI Modeling software. To install Cognos BI Modeling 8.4.1, use the procedure below under Install Cognos BI Modeling To install Cognos BI Modeling 10.1, use the procedure under Installation Guide for New Users 28

33 Installing the Cognos BI Modeling Software Install Cognos BI Modeling 10.1 on page 34. You install Cognos BI Modeling on your application server. While Deltek has worked hard to ensure a step-by-step installation, Costpoint Enterprise Reporting, which leverages Cognos BI software, is a complex enterprise application, and these installation instructions are just one possible installation solution. These instructions are not intended as best practices. In certain situations the Costpoint Enterprise Reporting installation can be complex, and may require special consideration. Complexity can increase, for example, with multiple server installation, load balancing, database replication, or firewall and DMZ deployments. If you are performing an advanced installation, refer to the IBM Cognos Business Intelligence Installation and Configuration Guide (inst_cr_winux.pdf) for the version of Cognos BI you are installing. Also, contact the Deltek Global Services Group at DGSconsultantsSSG@deltek.com for assistance. The following components are installed as part of the Cognos BI Modeling installation: Framework Manager Map Manager Cognos BI in 32-bit or 64-bit Environments You can install Cognos BI in either a 32-bit environment or a 64-bit environment. The default installation folder varies based on the version of Cognos BI and the environment: Cognos (32-bit) C:\Program Files\Cognos\c8 Cognos (64-bit) C:\Program Files (x86)\cognos\c8_64 Cognos 10.1 (32-bit) C:\Program Files\ibm\Cognos\c10 Cognos 10.1 (64-bit) C:\Program Files (x86)\ibm\cognos\c10_64 If you are installing the 64-bit version of Cognos BI, note the following: Cognos BI Server components are the only true 64-bit components of Cognos BI. The 64-bit Cognos BI Server component must be installed on a 64-bit server. Cognos BI Modeling components (Framework Manager and Map Manager) are not 64-bit components, but they can be installed on the 64-bit server or on a separate 32-bit computer. If you install them on the 64-bit server, however, they must be in a separate directory from the 64-bit components (in the c8 directory rather than the c8_64 directory, for example). Install Cognos BI Modeling To install Cognos BI Modeling 8.4.1, complete the following steps: 1. Download Cognos 8 BI Modeling Version and extract the contents of the downloaded file. 2. From the application server, navigate to the win32 folder in the extracted folder structure and run the issetup.exe file. 3. On the Welcome to the Installation Wizard screen, click Next. Installation Guide for New Users 29

34 Installing the Cognos BI Modeling Software 4. On the License Agreement screen, read the agreement, select I Agree, and click Next to continue. 5. On the Installation Location screen, click Next. Installation Guide for New Users 30

35 Installing the Cognos BI Modeling Software 6. When prompted with You are installing to the same location as a previous installation. Do you want to continue? click Yes. 7. When prompted to create an automatic backup of files before they are replaced, click Yes. 8. On the Component Selection screen, select IBM Cognos 8 Business Intelligence Modeling (a green check mark should display), and click Next. 9. On the Shortcut Folder screen, accept the defaults, and click Next. Installation Guide for New Users 31

36 Installing the Cognos BI Modeling Software 10. On the Installation Summary screen, click Next. The installation progress displays at the bottom of the Installation Progress screen. Installation Guide for New Users 32

37 Installing the Cognos BI Modeling Software When the installation is complete, the Finish screen displays. 11. Click Finish to complete the installation. Installation Guide for New Users 33

38 Installing the Cognos BI Modeling Software Install Cognos BI Modeling 10.1 To install Cognos BI Modeling 10.1, complete the following steps: 1. Download Cognos BI Modeling Version 10.1 and extract the contents of the downloaded file. 2. From the application server, navigate to the win32 folder in the extracted folder structure and run the issetup.exe file. 3. On the Welcome to the Installation Wizard screen, click Next. 4. On the License Agreement screen, read the agreement, select I Agree, and click Next to continue. 5. On the Installation Location screen, click Next. Installation Guide for New Users 34

39 Installing the Cognos BI Modeling Software 6. When the message below displays, click Yes. 7. When the message below displays, click Yes. 8. On the Component Selection screen, select IBM Cognos Framework Manager (a green check mark should display), and click Next. Installation Guide for New Users 35

40 Installing the Cognos BI Modeling Software 9. On the Shortcut Folder screen, accept the defaults, and click Next. 10. On the Installation Summary screen, review the information and click Next. The installation progress displays at the bottom of the Installation Progress screen. When the installation is complete, the Finish screen displays. Installation Guide for New Users 36

41 Installing the Cognos BI Modeling Software 11. Click Finish to complete the installation. Installation Guide for New Users 37

42 Install the Latest Cognos BI Fix Pack Install the Latest Cognos BI Fix Pack Periodically, Deltek makes available a new IBM Cognos BI fix pack on the Product Downloads page of the Deltek Customer Care Connect site. It is strongly recommended that you check the Customer Care Connect site on a regular basis for new fix packs and upgrade to the latest fix pack when it becomes available. If you have not installed the latest available fix pack for your version of Cognos BI, use the instructions in this section to do that installation. If there is no fix pack or you have already installed the latest fix pack, skip this task. Cognos 10.1: Except where noted, the procedure in this section is the same for Cognos BI 10.1 as it is for The illustrations, however, are for Cognos BI Fix Pack Installation To install a Cognos BI fix pack, complete the following steps: Installing a fix pack overwrites files installed during the Cognos BI Server installation. The installation program makes a backup copy of files before overwriting them. 1. Download the fix pack from the Product Downloads page of the Deltek Customer Care Connect site ( and extract the contents of the downloaded file. 2. From the computer on which you installed the Cognos BI Server, navigate to either the win32 folder or the winx64 folder in the extracted folder structure, depending on whether you have installed the 32-bit or 64-bit version of Cognos BI. 3. Run the issetup.exe file. 4. On the Welcome to the Installation Wizard screen, click Next. Installation Guide for New Users 38

43 Install the Latest Cognos BI Fix Pack 5. On the License Agreement screen, select I Agree to accept the agreement, and click Next. 6. On the Installation Location screen, click Next to accept the default install location, or browse to the location where you installed the Cognos BI Server files. 7. When the wizard asks if you want to back up the existing files before updating them with the service pack update files, click Yes to back up the files or No to update the files without backing them up. Installation Guide for New Users 39

44 Install the Latest Cognos BI Fix Pack 8. If you have Cognos services running, the IBM Cognos Running Services screen displays. Click Next to stop the services and continue with the installation. 9. On the Installation Summary screen, review the information and click Next. The installation begins and progress displays on the screen. 10. Click Finish to complete the installation. Installation Guide for New Users 40

45 Configuring Microsoft IIS for Use with Cognos BI Configuring Microsoft IIS for Use with Cognos BI The next step in the installation of Costpoint Enterprise Reporting is to configure Microsoft Internet Information Services (IIS). Configure IIS 6.0 If you are using IIS 6.0, use the procedure below. If you are using IIS 7.0, use the procedure under Installation Guide for New Users 41

46 Configuring Microsoft IIS for Use with Cognos BI Configure IIS 7.0 on page 46. Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for To configure IIS 6.0 for use with Cognos BI, complete the following steps: 1. On the computer you are using as the Web server, start the Microsoft IIS Manager. 2. From IIS, expand <local computer>» Web Sites, right-click Default Web Site, and click New» Virtual Directory. 3. On the Virtual Directory Creation Wizard welcome screen, click Next. 4. On the Virtual Directory Alias screen, enter one of the following in Alias, and then click Next. If you are using Cognos BI 8.4.1, enter cognos. If you are using Cognos BI 10.1, enter ibmcognos. 5. In the Path field, enter or select the physical directory in which the virtual directory resides. This is the webcontent subdirectory of the Cognos installation directory. Click Next to continue. 6. On the Virtual Directory Access Permissions screen, select the Read option and click Next. Installation Guide for New Users 42

47 Configuring Microsoft IIS for Use with Cognos BI 7. Click Finish. The virtual directory is created below the currently selected folder level. 8. Right-click the new cognos or ibmcognos virtual directory and select New» Virtual Directory from the shortcut menu. 9. On the Virtual Directory Creation Wizard welcome screen, click Next. 10. On the Virtual Directory Alias screen, type cgi-bin in the Alias field and click Next. Installation Guide for New Users 43

48 Configuring Microsoft IIS for Use with Cognos BI 11. In the Path field, enter or select the physical directory in which the virtual directory resides, (for example c:\program Files\cognos\c8\cgi-bin) and click Next. 12. On the Virtual Directory Access Permissions screen, check the Read option and the Execute (such as ISAPI applications or CGI) option and then click Next. 13. On the Finish screen, click Finish. The virtual directory is created below the cognos or ibmcognos folder. Windows 2003 requires users to set up Web service extensions. Perform the steps in the next section to set up Web service extensions. Set Up Web Service Extensions Windows 2003 requires users to set up Web service extensions. Perform the steps in this section to set up Web service extensions from Microsoft IIS. To set up Web Service Extensions, complete the following steps: 1. From Microsoft IIS Manager, right-click Web Service Extensions and select Add new Web Service Extension. Installation Guide for New Users 44

49 Configuring Microsoft IIS for Use with Cognos BI 2. From the New Web Service Extension dialog box, do the following: 1) In the Extension name field, enter cognos if you are using Cognos BI 8.4.1, or enter ibmcognos If you are using Cognos BI ) Select Set extension status to Allowed. 3) Click Add and browse to the location of the cognos.cgi file. This file is located in the cg-bin subfolder of the Cognos installation location (for example, C:\Program Files\cognos\c8\cgi-bin). 4) Select the cognos.cgi file. 5) Click OK to add the file. 6) Click OK to save the Web service extension. You may need to restart the server after you make these changes. Installation Guide for New Users 45

50 Configuring Microsoft IIS for Use with Cognos BI Configure IIS 7.0 If you are using IIS 7.0, use the procedures below. If you are using IIS 6.0, use the procedure under Configure IIS 6.0 on page 41. For 64-bit applications, make sure the default app pool, or Cognos App pool, if created, has Enable 32-bit Applications set to True. For more information, see this IBM support article: ibm.com/support/docview.wss?uid=swg Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI as they are for The illustrations, however, are for Step 1: Verify that CGI or ISAPI Is Enabled 1. On the computer you are using as the Web server, start the Server Manager (Start» Administrative Tools» Server Manager). 2. In the right pane of the Server Manager window, click Add Role Services. 3. Under Application Development in the Add Role Services dialog box, verify that CGI, ISAPI Extensions, and ISAPI Filters are listed as installed. If one or both are not, select those check boxes and click Install. Installation Guide for New Users 46

51 Configuring Microsoft IIS for Use with Cognos BI Step 2: Create the Cognos Virtual Directories 1. On the computer you are using as the Web server, start the Microsoft IIS Manager (Start» All Programs» Administrative Tools»Internet Information Services (IIS) Manager). 2. In the Connections pane, expand the server node and expand Sites. 3. Right-click Default Web Site, and click Add Virtual Directory. Installation Guide for New Users 47

52 Configuring Microsoft IIS for Use with Cognos BI 4. In the Add Virtual Directory dialog box, do one of the following, based on your version of Cognos: If you are using Cognos BI 8.4.1, enter cognos in Alias, and enter the path to the webcontent directory in Physical path (for example, C:\Program Files\cognos\c8\webcontent). If you are using Cognos BI 10.1, enter ibmcognos in Alias, and enter the path to the webcontent directory in Physical path (for example, C:\Program Files\ibm\cognos\c10\webcontent). 5. Click OK. 6. Right click the newly-created cognos or ibmcognos virtual directory, and click Add Virtual Directory. 7. In the Add Virtual Directory dialog box, enter cgi-bin in Alias, and enter the path to the cgi-bin or cgi-bin directory in Physical path (for example, C:\Program Files\cognos\c8\cgi-bin or C:\Program Files\ibm\cognos\c10\cgi-bin). 8. Click OK. Step 3: Edit ISAPI or CGI Extensions 1. In the Connections pane of the Microsoft IIS Manager, select the server node, and double-click ISAPI and CGI Restrictions in the center pane. Installation Guide for New Users 48

53 Configuring Microsoft IIS for Use with Cognos BI 2. Do one of the following: Specify a path 1. In the Actions pane, click Add. 2. In the Edit ISAPI or CGI Restriction dialog box, enter the path to either cognosisapi.dll or cognos.cgi, depending on which you will use. Those files are in the cgi-bin folder in the Cognos BI install location (for example, C:\Program Files\ibm\cognos\c10\cgi-bin\cognos.cgi). If the path includes any spaces, enclose it in quotation marks. 3. Select Allow extension path to execute. 4. Click OK. Allow unspecified modules. 1. In the Actions pane, click Edit Feature Settings. 2. In the Edit ISAPI or CGI Restrictions Settings dialog box, select either Allow unspecified CGI modules or Allow unspecified ISAPI modules, depending on the module you are using. Step 4: Add Module Mapping 1. In the Connections pane of the Microsoft IIS Manager, expand the cognos folder or ibmcognos folder, whichever you created, and click cgi-bin. 2. In the center pane, double-click Handler Mappings. 3. In the Actions pane, click Add Module Mapping. Installation Guide for New Users 49

54 Configuring Microsoft IIS for Use with Cognos BI 4. In the Add Module Mapping dialog box, enter either *.cgi or *.dll in Request Path, depending on which you require. 5. In Module, select CgiModule or IsapiModule. 6. If you are using ISAPI Module, click the button next to the Executable field, and navigate to the cognosisapi.dll file, and select that file. If you are using CGI Module, you make no entry in Executable. 7. In Name, enter a module name (ISAPI-Cognos, for example). 8. Click Request Restrictions. 9. On the Mapping tab, select the Invoke handler only if request is mapped to check box, and select the File option. 10. On the Verbs tab, select All verbs. 11. On the Access tab, select Execute. Installation Guide for New Users 50

55 Configuring Microsoft IIS for Use with Cognos BI 12. If the following message appears, click Yes. 13. Verify that the new module mapping is displayed in the Handler Mappings list. Step 5: Edit Module Mapping For Cognos Administration to function properly, you must edit the directive added to the IIS configuration file in the previous step. Depending on how IIS is set up, the directive was written to one of these files: C:\Windows\System32\inetsrv\config\applicationhost.config <Cognos install location>\cgi-bin\web.config. 1. Open each of the files listed above and look for the statement below that applies to your system. (These statements vary somewhat depending on the version of Cognos that you installed and your install location, so the statements may not match the example below exactly). For CGI:<add name="cognoscgi" path="*.cgi" verb="*" modules="cgimodule" resourcetype="unspecified" /> For ISAPI:<add name="isapi-cognos" path="cognosisapi.dll" verb="*" modules="isapimodule" scriptprocessor="e:\program Files\Cognos\C10\cgibin\cognosisapi.dll" resourcetype="unspecified" requireaccess="execute" precondition="bitness32" /> Before you perform the procedure below, verify that you have the access permissions to the folder that you need in order to save the edited file. 2. Add allowpathinfo="true" at the end of the statement. The edited statement should look like the following: For CGI: <add name="cognoscgi" path="*.cgi" verb="*" modules="cgimodule" resourcetype="unspecified" allowpathinfo="true" /> Installation Guide for New Users 51

56 Configuring Microsoft IIS for Use with Cognos BI For ISAPI: <add name="isapi-cognos" path="cognosisapi.dll" verb="*" modules="isapimodule" scriptprocessor="e:\program Files\Cognos\C10\cgibin\cognosisapi.dll" resourcetype="unspecified" requireaccess="execute" precondition="bitness32" allowpathinfo="true"/> Step 6: Allow CGI Application to Use Execute 1. In the Connections pane of the Microsoft IIS Manager, expand the cognos folder or ibmcognos folder, whichever you created, and click cgi-bin. 2. In the center pane, double-click Handler Mappings. 3. In the Actions pane, click Edit Feature Permissions. 4. In the Edit Feature Permissions dialog box, select the Execute check box, and click OK. Installation Guide for New Users 52

57 Install Costpoint Enterprise Reporting 6.1 Software Install Costpoint Enterprise Reporting 6.1 Software Default Installation Locations for Costpoint Enterprise Reporting 6.1 Models If you are using Cognos (32-bit) C:\Program Files\Cognos\c8\Deltek If you are using Cognos (64-bit) C:\Program Files (x86)\cognos\c8_64\deltek If you are using Cognos 10.1 (32-bit) C:\Program Files\ibm\Cognos\c10\Deltek If you are using Cognos 10.1 (64-bit) C:\Program Files (x86)\ibm\cognos\c10_64\deltek Exception: If you install the 32-bit version of Cognos BI in a 64-bit environment, it is always installed in C:\ Program Files (x86). The following types of files are copied into the default Cognos BI installation location or a location that you specify: Deltek branding files Costpoint Enterprise Reporting Deployment archive containing the Costpoint Enterprise Reporting reports Model files (.cpf and.xml files) Model scripts Security Utilities Costpoint Enterprise Reporting for Budgeting and Planning Budgeting & Planning scripts Deployment archive containing the Costpoint Enterprise Reporting for Budgeting and Planning reports Model file Model scripts Security scripts Costpoint Enterprise Reporting for Human Resources and Payroll Deployment archive containing the Costpoint Enterprise Reporting for Human Resources and Payroll reports Model scripts Model file Incurred Cost Submission (ICS) Reporting Deployment archive containing the ICS reports Grant scripts Model files Model scripts Installation Guide for New Users 53

58 Install Costpoint Enterprise Reporting 6.1 Software Sarbanes-Oxley (SOX) Deployment archive containing the SOX reports Grant scripts Model scripts Model files Installation Procedure To install Costpoint Enterprise Reporting 6.1, complete the following steps: 1. Download Costpoint Enterprise Reporting 6.1 and extract the contents of the downloaded file. 2. From the application server, use Windows Explorer to go to the folder to which you downloaded Costpoint Enterprise Reporting Double-click the DeltekCostpointEnterpriseReporting61GA.exe file to run the installation. 4. Read the information on the Introduction screen and click Next when you are ready to begin the installation. Deltek recommends that you close all other open programs before continuing with the installation. 5. On the License Agreement screen, read the terms and select I accept the terms of the License Agreement to continue with the install. Click Next. 6. On the Cognos Version screen, select the version of Cognos BI that you are using. Installation Guide for New Users 54

59 Install Costpoint Enterprise Reporting 6.1 Software 7. On the Choose Cognos Install Folder screen, click Next if the default location is where Cognos program files are installed. If you installed Cognos in a different location, click Choose, select that installation folder, and then click Next. 8. On the Choose Costpoint Enterprise Reporting Install Folder screen, click Next to accept the default location, or click Choose to select a different installation folder and then click Next. Installation Guide for New Users 55

60 Install Costpoint Enterprise Reporting 6.1 Software The C: drive can be used as the initial installation location, but the models should not be permanently stored on the C: drive because C: drives are not usually backed up. The permanent location of the models and reports should be a network drive that is backed up regularly. 9. On the Product Options screen, select Costpoint, Time and Expense, or both options. This determines whether you want to install SOX reports for Costpoint only, for Time and Expense only, or for both. Click Next. 10. On the Install SOAPSDK 3.0 as part of this installation? screen, select Yes to install Security Utilities. Click Next. Installation Guide for New Users 56

61 Install Costpoint Enterprise Reporting 6.1 Software 11. On the Pre-Installation Summary screen, review the installation information and click Install to continue. This screen displays the product name, installation folder, and the amount of disk space the installation requires. If there is not enough disk space available, you are prompted with a warning message, and you must choose another installation folder or cancel the installation. 12. The Installing Costpoint Enterprise Reporting screen displays as files are being copied to the destination folder. Do not cancel the installation during this step because folders are being created on your drive, and the models are being extracted from the installation and stored in these folders. 13. On the Install Complete screen, click Done. Installation Guide for New Users 57

62 Copy Deployment Files Copy Deployment Files During the Costpoint Enterprise Reporting installation, report package files are copied to the following locations: Costpoint Enterprise Reporting (CER_v61.zip) is copied to the < Costpoint Enterprise Reporting install directory>\costpoint Enterprise Reporting\Deploy folder (for example, C:\Program Files\Cognos\c8\Deltek\Costpoint Enterprise Reporting\Deploy). Costpoint Enterprise Reporting for Human Resources and Payroll (CER for HR_Payroll_v61.zip) is copied to the < Costpoint Enterprise Reporting install directory>\costpoint Enterprise Reporting for HR and Payroll\Deploy folder (for example, C:\Program Files\Cognos\ c8\deltek\ Costpoint Enterprise Reporting for HR and Payroll\Deploy). Costpoint Enterprise Reporting for Budgeting and Planning (CER for BaP_v61.zip) is copied to the < Costpoint Enterprise Reporting install directory>\costpoint Enterprise Reporting for Budgeting and Planning\Deploy folder (for example, C:\Program Files\Cognos\ c8\deltek\ Costpoint Enterprise Reporting for Budgeting and Planning\Deploy). Internal Controls Reporting is copied to the < Costpoint Enterprise Reporting install directory>\sox\deploy folder (for example, C:\Program Files\Cognos\c8\Deltek\SOX\Deploy). Depending on your selections on the Select Product Options screen of the installation wizard, the file can be SOX Controls Reporting_v61 CP.zip (if only the Costpoint option was selected), SOX Controls Reporting_v61 TE.zip (if only the Time and Expense option was selected), or SOX Controls Reporting_v61.zip (if both Costpoint and Time and Expense were selected). Incurred Cost Submission Reporting (ICS_v61.zip) is copied to the < Costpoint Enterprise Reporting install directory>\ics\deploy folder (for example, C:\Program Files\Cognos\ c8\deltek\ics\deploy). These files are also copied automatically to the < Costpoint Enterprise Reporting install directory>\deployment folder (for example, c:\program Files\Cognos\ c8\deployment), so they are available for selection from the Cognos Administration screen later in the configuration process. See Configuring Data Sources Using Cognos Administration on page 65 for details. Installation Guide for New Users 58

63 Configuring the Cognos BI Data Access from Cognos Configuration Configuring the Cognos BI Data Access from Cognos Configuration You must configure the Cognos BI Data Access object to point to the cm Content Store database, that you created using the instructions in the Creating the Cognos BI Content Store section on page 13. You do this on the database server. Follow the instructions for Microsoft SQL Server or for Oracle, depending on your database platform. Configure the Data Access Object for Microsoft SQL Server Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for To configure the Data Access object for Microsoft SQL Server, complete the following steps: 1. From your database server, open Cognos Configuration (click Start» Programs» IBM Cognos 8» IBM Cognos Configuration, for example). 2. From the Explorer pane on the left side of the screen, expand Data Access» Content Manager and then click Cognos Content Store. Installation Guide for New Users 59

64 Configuring the Cognos BI Data Access from Cognos Configuration 3. In the Cognos Content Store area, enter the following: Type If Type is set to something other than Microsoft SQL Server database, delete the entire Cognos Content Store folder and add a new Content Store with Microsoft SQL Server database in Type. Database Server with port number Enter your database server and port. The default port is 1433 for SQL Server. User ID and password Enter cognos as the user and enter the password you set up in SQL Server. Database name Enter cm. 4. If you are setting up notification now, select Notification under Data Access in the Explorer pane and enter the following: SMTP mail server Enter the SMTP server. Account and password Enter the authentication information, if necessary. Default sender Enter the address of the default sender. If you do not set up notification information at this point, when you start the BI Server from Cognos Configuration you will receive a mail server setup error. You can ignore the error and continue starting up the server. You can set up the SMTP mail server information at a later time. 5. Click on the toolbar to save changes. 6. Click on the toolbar to start the service and test connectivity. Installation Guide for New Users 60

65 Configuring the Cognos BI Data Access from Cognos Configuration 7. If prompted, select Yes to save changes and continue. A dialog box displays the server startup status. 8. When the process is complete, click the Details button to review the details. 9. Close the dialog box and exit Cognos Configuration. If you receive an installation error message, the prerequisite Microsoft SQL TCP/IP protocol may not be enabled. See Troubleshoot Your Installation on page 89 for additional information. Configuring the Data Access Object for Oracle Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for To configure the Data Access object for Oracle, complete the following steps: 1. From the database server, open Cognos Configuration (click Start» Programs» IBM Cognos 8» IBM Cognos Configuration, for example). 2. From the Explorer pane on the left side of the screen, expand Data Access» Content Manager and then click on Content Store. Installation Guide for New Users 61

66 Configuring the Cognos BI Data Access from Cognos Configuration 3. In the Content Store area, enter the following: Type If Type is set to something other than Oracle database, delete the entire Cognos Content Store folder and add a new Content Store with Oracle database in Type. Database Server and port number Enter your database server and port. User ID and password Enter cognos as the user and enter the password you set up in Oracle. Service name Enter cm. 4. If you are setting up notification now, select Notification under Data Access in the Explorer pane and enter the following: SMTP mail server Enter the SMTP server. Account and password Enter the authentication information, if necessary. Default sender Enter the address of the default sender. If you do not set up notification information at this point, when you start the BI Server from Cognos Configuration you will receive a mail server setup error. You can ignore the error and continue starting up the server. You can set up the SMTP mail server information at a later time. Installation Guide for New Users 62

67 Configuring the Cognos BI Data Access from Cognos Configuration 5. Click on the toolbar to save changes. 6. Click on the toolbar to start the service and test the connectivity. 7. If prompted, click Yes to save changes and continue. A dialog box displays the server startup status. 8. When the process is complete, review the details by clicking the Details button. 9. Close the dialog box and exit Cognos Configuration. Installation Guide for New Users 63

68 Opening the Costpoint Enterprise Reporting Report Packages in Framework Manager Opening the Costpoint Enterprise Reporting Report Packages in Framework Manager Cognos 10.1: Except where noted, the procedure in this section is the same for Cognos BI 10.1 as it is for The illustrations, however, is for To open the report packages in Cognos Framework Manager, complete the following steps: 1. Open Framework Manager (for example, click Start» Programs» IBM Cognos 8» Framework Manager). 2. On the Welcome screen, click Open a project. 3. For the Costpoint Enterprise Reporting package, browse to the Costpoint Enterprise Reporting.cpf file in the Costpoint Enterprise Reporting\Models subdirectory of the installation location (for example, C:\Program Files\Cognos\c8\Deltek\Costpoint Enterprise Reporting\Models). For the Costpoint Enterprise Reporting for Human Resources and Payroll package, browse to the Costpoint Enterprise Reporting for HR and Payroll.cpf file in the Costpoint Enterprise Reporting for HR and Payroll\Models subdirectory of the installation location (for example, C:\Program Files\Cognos\c8\Deltek\Costpoint Enterprise Reporting for HR and Payroll\Models). For the Costpoint Enterprise Reporting for Budgeting and Planning package, browse to the Costpoint Enterprise Reporting for Budgeting and Planning.cpf file in the Costpoint Enterprise Reporting for Budgeting and Planning\Models subdirectory of the installation location (for example, C:\Program Files\Cognos\c8\Deltek\ Costpoint Enterprise Reporting for Budgeting and Planning\Models). For the Sarbanes-Oxley package, you must first extract the contents of the TESOX and/or CPSOX zip files to the desired location. (The default install location for these zip files is <Costpoint Enterprise Reporting install location>\sox\models.) Then browse to that location in Framework Manager to open those projects. For the Incurred Cost Submission package, browse to the ICS-Presentation.cpf file in the ICS\Models subdirectory of the installation location (for example, C:\ Program Files\Cognos\c8\Deltek\ICS\Models\ICS-Presentation). Installation Guide for New Users 64

69 Configuring Data Sources Using Cognos Administration Configuring Data Sources Using Cognos Administration Follow the instructions in this section to add data sources for Costpoint and Time and Expense. Refer to the Microsoft SQL Server or Oracle procedure, depending on your database platform Configure Microsoft SQL Server Data Sources Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for To configure Microsoft SQL Server Data Sources Using Cognos Administration, complete the following steps: 1. Open Internet Explorer and open the Cognos Connection portal using one of the following URLs: If you are using Cognos BI 8.4.1, use host server name>/cognos. If you are using Cognos BI 10.1, use host server name>/ibmcognos. 2. On the Welcome screen, click Administer Cognos Content. 3. From Cognos Administration, click the Configuration tab 4. Click the New Data Source icon ( ) in the upper-right corner of the screen. 5. In the Name field, enter Costpoint as the data source name, and click Next. Installation Guide for New Users 65

70 Configuring Data Sources Using Cognos Administration 6. In the Type field, select Microsoft SQL Server OLE DB, and click Next. 7. On the Specify the Microsoft SQL Server (OLE DB) connection string screen, enter the following information: Sever name Enter the server name. Database Name Enter the database name. In the Signons area, select the Signon option. Select the Password check box. Select the Create a signon that the Everyone group can use check box. Enter your Costpoint user ID in the User ID field and your Costpoint password in the Password and Confirm Password fields. Installation Guide for New Users 66

71 Configuring Data Sources Using Cognos Administration 8. At the bottom of the screen, click the Test the connection link to test the database connection. 9. Click Close to close the test window. Then click Close again. 10. If the connection worked, click Next. If not, make changes as necessary and test again. 11. Click Finish. 12. Repeat steps 4 11 for Time and Expense and for Budgeting and Planning. For Time and Expense, use TESS instead of Costpoint as the data source name, and enter the appropriate user ID and password information for that data source. For Budgeting and Planning, use DeltekBP as the data source name, and enter the appropriate user ID and password information for that data source. Configure Oracle Data Sources Oracle users must first create the Cognos BI database and the Costpoint TNSNAMES, and then they must configure the data source using Cognos Administration. Both procedures are outlined in the following sections. Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for Installation Guide for New Users 67

72 Configuring Data Sources Using Cognos Administration Creating the Cognos BI Database and Costpoint TNSNAMES To create the Cognos BI database and Costpoint TNSNAMES on the Cognos server, complete the following steps: 1. Open the Net Configuration Assistant to create a connect string to the Costpoint data. On UNIX, run netca from $ORACLE_HOME/bin. On Windows, choose Start» Programs» Oracle - HOME_NAME» Configuration and Migration Tools» Net Configuration Assistant. 2. On the Welcome screen, select Local Net Service Name configuration, and click Next. 3. On the Net Service Name Configuration screen, select Add. and click Next. Installation Guide for New Users 68

73 Configuring Data Sources Using Cognos Administration 4. On the Service Name screen, enter the service name for the Costpoint data in the Service Name field. and click Next. 5. On the Select Protocols screen, select TCP, and click Next. 6. On the TCP/IP Protocol screen, enter the server or hostname in the Host name field, and click Next. Installation Guide for New Users 69

74 Configuring Data Sources Using Cognos Administration 7. On the Test screen, select Yes, perform a test, and click Next. 8. On the Net Service Name screen, enter a Net Service Name, and click Next. Installation Guide for New Users 70

75 Configuring Data Sources Using Cognos Administration 9. On the Another Net Service Name screen, select No, and click Next. 10. Click Finish to complete the procedure. Configure the Oracle Data Source Using Cognos Administration To configure Oracle data sources using Cognos Administration, complete the following steps: 1. Open Internet Explorer and open the Cognos Connection portal using one of the following URLs: If you are using Cognos BI 8.4.1, use host server name>/cognos. If you are using Cognos BI 10.1, use host server name>/ibmcognos. Installation Guide for New Users 71

76 Configuring Data Sources Using Cognos Administration 2. On the Welcome screen, click Administer Cognos Content. 3. From Cognos Administration, click the Configuration tab. 4. In the left pane, click Data Source Connections. 5. Click the New Data Source icon ( ) in the upper-right corner of the screen. 6. In the Name field, enter Costpoint as the data source name, and click Next. 7. In the Type field, select Oracle. Installation Guide for New Users 72

77 Configuring Data Sources Using Cognos Administration 8. Click Next. 9. On the Specify Oracle connection string screen, enter the following information: In the SQL Net connect string field, enter the connection string to connect to Costpoint data. This is the name you entered in the Service Name field in the Oracle Net Configuration Assistant during creation of the Content Store (for example, ORC1). In the Signon area, select the User ID check box. Select the Password check box. Select the Create a signon that the Everyone group can use check box. Enter the Costpoint user ID in the User ID field and the Costpoint password in the Password and Confirm password fields. 10. At the bottom of the screen, click the Test the connection link to test the database connection. 11. Click Close to close the test window. Installation Guide for New Users 73

78 Configuring Data Sources Using Cognos Administration 12. Click Close again. 13. If the connection worked, click Next. If not, make the necessary changes and test again. 14. Click Finish. 15. Repeat steps 4 14 to connect to Time and Expense data. Use TESS instead of Costpoint as the data source name, and enter the appropriate user ID and password information for that data source. Installation Guide for New Users 74

79 Importing Reports into Cognos Connection Importing Reports into Cognos Connection Follow the instructions in this section to import reports into Cognos Connection. Configure Microsoft SQL Server Data Sources Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for To import reports into Cognos Connection, complete the following steps: 1. Open Internet Explorer and open the Cognos Connection portal using one of the following URLs: If you are using Cognos BI 8.4.1, use host server name>/cognos. If you are using Cognos BI 10.1, use host server name>/ibmcognos. 2. On the Welcome screen, click Administer Cognos Content. 3. From Cognos Administration, click the Configuration tab. 4. Click Content Administration in the left pane. 5. Click the New Import icon in the upper-right corner of the screen. Installation Guide for New Users 75

80 Importing Reports into Cognos Connection Deltek does not recommend deploying reports to any location other than the standard location under Public Folders because of the danger of breaking links to packages, common library reports, and drill reports. However, if you want to deploy reports to a different location, it is important that you read the information in Special Topic: Deploying Reports to a Location Other Than the Standard Location on page 91 before you begin the import procedure. 6. Select CER_v61 from the screen. 7. Click Next. 8. Click Next again. 9. Select the Costpoint Enterprise Reporting folder, and click Next. 10. Click Next again. 11. Review the summary information to make sure it is correct, and click Next. Installation Guide for New Users 76

81 Importing Reports into Cognos Connection 12. Click Finish. 13. From the Run with options screen, click Run. Installation Guide for New Users 77

82 Importing Reports into Cognos Connection 14. Click OK to confirm the run options. 15. Repeat steps 5 14 for each deployment file. Installation Guide for New Users 78

83 Apply the Costpoint Budgeting & Planning Scripts Apply the Costpoint Budgeting & Planning Scripts If you are currently using Costpoint Budgeting & Planning through 6.0.8, you must apply a set of scripts to Costpoint Budgeting & Planning to implement the link to Costpoint Enterprise Reporting. The Costpoint Enterprise Reporting 6.1 installation copies the script-related files to the following location: <installation location>\costpoint Enterprise Reporting for Budget and Planning\BaP SQL Scripts folder. If you participated in the Costpoint Enterprise Reporting 6.1 Beta program, you ran a set of Budgeting & Planning scripts previously. However, those scripts have changed, so you need to run the updated set of scripts as part of this upgrade installation process. To apply the Costpoint Budgeting & Planning scripts, complete the following steps: To run the Budget and Planning upgrade scripts, you must have SQL client utilities installed and must have established connectivity to the Costpoint Budgeting & Planning database. 1. In the <installation location>\costpoint Enterprise Reporting for Budget and Planning\BaP SQL Scripts folder, open the runscript.bat file in Notepad or another text editor, and replace the database and server information at the beginning of the file with the connection information for your environment. Also, if your username and password are not the defaults (shown below), change those settings to match your username and password. set dbname=<databasename> set servername=<servername> set username=deltekbp set password=password1 2. Save the runscript.bat file. 3. To apply the scripts, run the runscript.bat file from the <installation location>\costpoint Enterprise Reporting for Budget and Planning\BaP SQL Scripts folder. The.bat file opens a connection to your Costpoint Budgeting & Planning database and applies the changes that are required to implement the link to Costpoint Enterprise Reporting for Budgeting and Planning. Installation Guide for New Users 79

84 Run the Costpoint Enterprise Reporting Security Script Run the Costpoint Enterprise Reporting Security Script Costpoint Enterprise Reporting for Budgeting and Planning includes the option to restrict users access to report data by project. To implement this security, run the security script for the Framework Manager model, as described below. If you implement security, each Costpoint Enterprise Reporting for Budgeting and Planning user must also be set up as a user in Costpoint Budgeting and Planning. Costpoint Enterprise Reporting then uses the project access defined for each user in Costpoint Budgeting and Planning to determine access to report data. You do not specify any security settings in Costpoint Enterprise Reporting itself. If you do not implement this security, any user with access to Cognos can generate all reports and view data for all projects (unless you develop and apply custom security of some sort). For more information on security, refer to the Security section of the Deltek Costpoint Enterprise Reporting 6.1 Budgeting and Planning Reports Guide. Run the Security Script To implement security for the data in the budgeting and planning reports in Costpoint Enterprise Reporting, you must run a security script for the Framework Manager model. To run the security script, complete the following steps: 1. Open the Costpoint Enterprise Reporting for Budgeting and Planning.cpf file in Framework Manager. This file is located in the <installation location>\model folder. 2. On the Project menu, select Run Script. 3. Browse to the following folder: <installation location>\costpoint Enterprise Reporting for Budgeting and Planning\SecurityActionScripts. 4. Run ProjOnlyScript.xml. 5. After the script runs successfully, publish the Project Budgets package. Installation Guide for New Users 80

85 Adding the Deltek Brand to the Cognos Connection Portal Adding the Deltek Brand to the Cognos Connection Portal You must edit the cascading style sheet file, default.css, and relocate the Deltek logo image files to add the Deltek brand to the Cognos Connection portal. Deltek provides the following branding-related files as part of the Costpoint Enterprise Reporting installation. The default install location for the branding files is in a Branding subfolder of the Costpoint Enterprise Reporting installation location (for example, C:\program files\cognos\c8\deltek\costpoint Enterprise Reporting\Branding). Default.css A modified cascading style sheet that contains all the changes. If you have not altered your default.css for any other purpose in Cognos, you can simply copy this file from the Branding folder to the Cognos Connection location to overwrite the existing file. (See the first procedure below.) If you have made changes to default.css that you want to retain, you can edit that file to implement the new Deltek brand. (See the second procedure below.) Deltek.gif The Deltek logo for the Cognos Connection portal. Deltek_report.gif The Deltek logo for the prompt pages for Costpoint Enterprise Reporting reports. For Cognos BI To add the Deltek brand by overwriting your existing default.css file, complete the following steps: 1. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek replacement default.css file and paste it in the Cognos Connection \portal folder. (The default location is <Cognos installation location>\webcontent\skins\corporate\portal.) 2. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek.gif logo file and paste it in the Cognos \branding subfolder. (The default location is <Cognos installation location>\webcontent\skins\corporate\branding.) 3. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek_report.gif logo file and paste it in the Cognos \branding subfolder. (The default location is <cognos installation directory>\webcontent\skins\corporate\branding.) To add the Deltek brand by editing your existing default.css file, complete the following steps: 1. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, open the Deltek replacement default.css file. Installation Guide for New Users 81

86 Adding the Deltek Brand to the Cognos Connection Portal 2. Copy all of the text between /*Begin Deltek branding overrides*/ and /*End Deltek branding overrides*/: /*Begin Deltek branding overrides*/.mainheader1{ background-color: #00549F; border-bottom-style:solid; border-bottom-color:#cccccc; border-bottom-width:1px; }.logocontainer{ display:none; }.headertitle{ display:none; }.mainheader1middle{ background-image:url(../branding/deltek.gif); height:50px; }.boxheaderbackground { background-color: #5998C8; }.banneroptions{ background-color: transparent; } /*End Deltek branding overrides*/ 3. Open your current default.css file from the Cognos Connection \portal folder. (The default location is <Cognos installation location>\webcontent\skins\corporate\portal.) 4. Paste the Deltek override text in the appropriate location at the end of the css file, and save the file. 5. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek.gif logo and paste it in the Cognos branding subfolder. (The default location is <Cognos installation location>\webcontent\skins\corporate\branding.) 6. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek_report.gif logo file and paste it in the Cognos \branding subfolder. (The default location is <Cognos installation location>\webcontent\skins\corporate\branding.) For Cognos BI 10.1 To add the Deltek brand by overwriting your existing default.css file, complete the following steps: 1. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek replacement default.css file and paste it in the Cognos Connection \portal folder. (The default location is <Cognos installation location>\webcontent\skins\corporate\portal.) Installation Guide for New Users 82

87 Adding the Deltek Brand to the Cognos Connection Portal 2. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek.gif logo file and paste it in the Cognos \branding subfolder. (The default location is <Cognos installation location>\webcontent\skins\corporate\branding.) 3. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek_report.gif logo file and paste it in the Cognos \branding subfolder. (The default location is <Cognos installation directory>\webcontent\skins\corporate\branding.) 4. In the <Cognos installation directory>\webcontent\skins\corporate\branding directory, rename the ibm-logo-white.gif to ibm-logo-white.gif.old. To add the Deltek brand by editing your existing default.css file, complete the following steps: 1. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, open the Deltek replacement default.css file. 2. Copy all of the text between /*Begin Deltek branding overrides*/ and /*End Deltek branding overrides*/: /*Begin Deltek branding overrides*/.logocontainer{ display:none; }.headertitle{ display:none; }.mainheader1{ background: url(../branding/deltek.gif) no-repeat; background-position: 0px 0; height: 50px; background-color: #00549F; border-bottom-style:solid; border-bottom-color:#cccccc; border-bottom-width:1px; }.boxheaderbackground { background-color: #5998C8; } /*End Deltek branding overrides*/ 3. Open your current default.css file from the Cognos Connection \portal folder. (The default location is <Cognos installation location>\webcontent\skins\corporate\portal.) 4. Paste the Deltek override text in the appropriate location at the end of the css file, and save the file. 5. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek.gif logo and paste it in the Cognos branding subfolder. (The default location is <Cognos installation location>\webcontent\skins\corporate\branding.) Installation Guide for New Users 83

88 Adding the Deltek Brand to the Cognos Connection Portal 6. From the \Branding subfolder of the Costpoint Enterprise Reporting installation location, copy the Deltek_report.gif logo file and paste it in the Cognos \branding subfolder. (The default location is <Cognos installation location>\webcontent\skins\corporate\branding.) 7. In the <Cognos installation directory>\webcontent\skins\corporate\branding directory, rename the ibm-logo-white.gif file to ibm-logo-white.gif.old. Installation Guide for New Users 84

89 Testing Configuration Testing Configuration Test your configuration by opening Framework Manager to verify that the data sources display and by testing the link to the Cognos Connection portal. Cognos 10.1: Except where noted, the procedures in this section are the same for Cognos BI 10.1 as they are for The illustrations, however, are for Test Configuration of Data Sources from Framework Manager To test database connections from Framework Manager, complete the following steps: 1. Open Framework Manager (for example, click Start» All Programs» IBM Cognos 8» Framework Manager). 2. On the Welcome screen, click Open a project. 3. Browse to the Costpoint Enterprise Reporting.cpf file in the \Models subdirectory of the Costpoint Enterprise Reporting installation location (For example, C:\Program Files\Cognos\c8\Deltek\Costpoint Enterprise Reporting\Models.) 4. Verify that the Costpoint and TESS data sources are listed under FM Model» Data Sources in the Project Viewer pane. Installation Guide for New Users 85

90 Testing Configuration 5. Repeat these steps for the other projects. They are listed below with their data sources: CPSOX.cpf: Costpoint TESOX.cpf: TESS ICS-Presentation.cpf: Costpoint Core Model.cpf: Costpoint Costpoint Enterprise Reporting for HR and Payroll.cpf: Costpoint Costpoint Enterprise Reporting for Budgeting and Planning.cpf: DeltekBP Test Configuration by Navigating to the Cognos Connection Portal To test the service, complete the following step: 1. Open Internet Explorer and open the Cognos Connection portal using one of the following URLs: If you are using Cognos BI 8.4.1, use host server name>/cognos. If you are using Cognos BI 10.1, use host server name>/ibmcognos. The Cognos Connection Portal should display. Installation Guide for New Users 86

91 Testing Configuration Installation Guide for New Users 87

92 Setting Up Portals and Alerts Setting Up Portals and Alerts The sample portals and alerts included in this release require some setup before you can use them. Refer to the Costpoint Enterprise Reporting Reports Guide for instructions for configuring and using portals and alerts. Installation Guide for New Users 88

93 Troubleshoot Your Installation Troubleshoot Your Installation One of the prerequisites before you can create the content store is enabling the Microsoft SQL Server TCP/IP protocol. If you receive errors during the installation process, you must check this setting in Microsoft SQL Server. See the Cognos Error During Installation Process section for an example of an installation error and the Enable TCP/IP Protocol section for the steps to enable the protocol in Microsoft SQL Server. Cognos 10.1: Except where noted, the troubleshooting information in this section applies to both Cognos and Cognos Error During Installation Process During the installation process, if the Microsoft SQL Server TCP/IP Protocol is disabled, you will not encounter an error until you start services in Cognos Connection. Cognos will display the following error message: The test phase has warnings. Do you want to continue? Click No and complete the steps in the Enable TCP/IP Protocol procedure below. Return to Cognos and continue the installation process. Enable TCP/IP Protocol Before you can create the content store (see Creating the Cognos BI Content Store on page 13), you must have Microsoft SQL Server 2008 installed and TCP/IP protocol enabled. To confirm TCP/IP is enabled, complete the following steps: 1. Open Microsoft SQL Server. 2. Open the SQL Server Configuration Manager. 3. On the left menu pane, expand the SQL Server Network Confirmation menu item. 4. Click Protocols for MSSQLSERVER. The Protocol Name and Status fields on the right information pane display the name of each protocol and current status. 5. Confirm that the TCP/IP protocol is enabled. 6. If TCP/IP is disabled, double-click TCP/IP. The TCP/IP Properties dialog box displays. Installation Guide for New Users 89

94 Troubleshoot Your Installation 7. Click the Protocol tab. 8. Click the Enabled line, and use the drop-down list box to select Yes. 9. Click OK to save your changes. 10. Because changes do not take place until SQL services are stopped and restarted, you must stop services. On the left menu pane of the SQL Server Configuration Manager, click SQL Server [XX] Services. 11. Click SQL Server (MSSQLSERVER), and then click Stop Services. 12. Click SQL Server (MSSQLSERVER), and then click Start Services to restart the services. 13. Close the SQL Server Configuration Manager. Installation Guide for New Users 90

95 Special Topic: Deploying Reports to a Location Other Than the Standard Location Special Topic: Deploying Reports to a Location Other Than the Standard Location Deltek does not recommend deploying reports to any location other than the standard location because of the danger of breaking links to packages, common library reports, and drill reports. However, if you choose to deploy reports to a different location, note the following: To minimize the impact on the links, first deploy the reports to the standard directory under Public Folders, and then cut and paste the reports to move them to the desired location. This approach preserves the links to the packages and common library reports. However, it breaks the links to drill reports because the main (source) reports and drill (target) reports are not located in the same folders. After you relocate the reports, you must use Report Studio to redefine the links between the main reports and the drill reports. That procedure is outlined below. Cognos 10.1: The information in this section applies to both Cognos and Redefine Links to Drill Reports To redefine the links to drill reports, complete the following steps: 1. Open the main report in Report Studio. 2. Click on the toolbar to unlock the report so you can modify it. 3. On the report page, click the drill-through link (displayed as blue underlined text) and then click on the toolbar. 4. On the Drill-Through Definitions dialog box, click the first item in the Drill-Through Definition list. The Report field displays the drill report. 5. Click next to Report and browse to the new deployment location. 6. Select the drill report in that location, and click Open. 7. If the Drill-Through Definition list contains more than one item, repeat steps 4 6 for each one. 8. Click OK to close the Drill-Through Definitions dialog box. 9. Save the report. Installation Guide for New Users 91

96 Special Topic: Hiding and Displaying the Common Library Reports Special Topic: Hiding and Displaying the Common Library Reports Some Costpoint Enterprise Reporting report packages include a Common Library report. A Common Library report is not an actual report that you are intended to run. Rather, it contains elements, such as Deltek logos, prompt tabs, product version number, and so on, that are used in common by all reports. By default, the Common Library reports are hidden in Cognos Connection so they do not appear in the list of reports, and it is unlikely that you will ever need to make them visible. However, if you do need to make one of the Common Library reports visible, use the procedure below. Even if the Common Library reports are hidden, they are still visible to users with Show hidden entries selected in their preferences, though the icon for the report is dimmed. System administrators may want this option selected. However, for those users who should never see these reports, it is recommended that you make sure Show hidden entries is not selected and that you do not give them access to change this preferences option. Make a Common Library Report Visible in Cognos Connection Cognos 10.1: The information in this section applies to both Cognos and To make a Common Library report visible in Cognos Connection, complete the following steps: 1. In Cognos Connection, open the reporting package that contains the Common Library report For Costpoint Enterprise Reporting, the Common Library report is in the Basic Information CP package. For Costpoint Enterprise Reporting for Budgeting and Planning, it is in the Project Budgets package. 2. If the Common Library report is not visible in the list of reports, click on the toolbar and click My Preferences on the menu. Select the Show hidden entries check box and click OK. If the Show hidden entries check box is not displayed, you do not have the necessary access rights to change it. 3. Under Actions for the Common Library report, click More. 4. Under Available actions, click Set properties. 5. Clear the Hide this entry check box, and click OK. To hide the Common Library report again, repeat this procedure and select the Hide this entry check box in step 5. Installation Guide for New Users 92

97