Deltek Costpoint Enterprise Reporting Installation Guide for Users Upgrading to Version 7.0.1

Transcription

1 Deltek Costpoint Enterprise Reporting April 15, 2013

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 April 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. ii

3 Contents If You Need Assistance... 1 Customer Services... 1 Customer Care Connect Site... 1 Additional Documentation... 2 System Requirements... 4 Requirements for this upgrade:... 4 Before You Begin... 5 Back Up the Content Store Database... 5 If You Are Running Oracle Back Up Your Current Costpoint Enterprise Reporting Implementation... 9 Install Costpoint Enterprise Reporting Installation Procedure Import the New and Updated Reports into Cognos Connection New Deployment Files/Reports: Notes on Importing Reports Import Reports Import the Barcode Font Upgrade Your Framework Manager Models Automated Process to Run the Scripts to Upgrade Modified Models Alternative: Manually Upgrade Your Costpoint Enterprise Reporting Model Change Scripts and Model Listing Deploying Reports to a Location Other Than the Standard Location Redefine Links to Drill Reports Hiding and Displaying the Common Library Reports Make a Common Library Report Hidden in Cognos Connection iii

4 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 1

5 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 The following table lists the additional Deltek documentation available for this release. Except where noted, all the user guides and quick reference guides listed in this table are available for download from the Deltek Customer Care Connect site. Document Name Deltek Costpoint Enterprise Reporting Upgrade and Change Management Guide and Framework Manager Model Overview Deltek Costpoint Enterprise Reporting Release Notes Deltek Costpoint Enterprise Reporting Reports Guide Deltek Costpoint Enterprise Reporting New User/Full Installation Guide Deltek Costpoint Enterprise Reporting Model spreadsheets Description This document provides best practices for model changes between releases and presents an overview of the Cognos BI Framework Manager model created by Deltek for use with Deltek Costpoint and Deltek Time and Expense. This document provides release information, such as new features, resolved software issues, and support resources, about Costpoint Enterprise Reporting This document provides a list of the reports in each reporting package and references to the Costpoint Enterprise Reporting guides that contain report descriptions and related information. This document includes instructions for installing and configuring the software for Costpoint Enterprise Reporting There are several model spreadsheets that are provided in this release. The spreadsheets show the objects found in the different models supported by this release. 2

6 If You Need Assistance Document Name Cognos Documentation Description In addition to the Deltek documentation, IBM provides extensive documentation for Cognos Business Intelligence (BI), the underlying business intelligence foundation for Costpoint Enterprise Reporting. A selection of those documents is 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. 3

7 System Requirements System Requirements Requirements for this upgrade: Costpoint Enterprise Reporting 6.1 or higher Cognos 10.2 If you are using Costpoint Enterprise Reporting 6.1 SP1, you may be using Cognos You need to upgrade to Cognos 10.2 before you can proceed with the installation of Costpoint Enterprise Reporting You should have at least one of the following Deltek products: Deltek Costpoint 6.1 SP2 Deltek Costpoint 7.0 Deltek Costpoint Deltek Costpoint Project Manufacturing 6.1 SP2 Deltek Costpoint Project Manufacturing (PMFG) 7.0 Deltek Time and Expense 8.3 Deltek Time and Expense 9.0 Deltek Time and Expense Deltek Budgeting and Planning Deltek Budgeting and Planning Deltek Budgeting and Planning 6.1 4

8 Before You Begin Before You Begin Before you install Costpoint Enterprise Reporting 7.0.1, it is imperative that you make a backup of your Content Store Database (MSS or Oracle) and your current Costpoint Enterprise Reporting implementation. It is also important that you make a backup copy of your Framework Manager models, particularly if you have created custom versions of any of the models. Back Up the Content Store Database To identify your Content Store database, complete the following steps: Open Cognos Configuration (Start» Programs» IBM Cognos 10» IBM Cognos Configuration). In the left pane, select Data Access» Content Manager» IBM Cognos Content Store. The Content Store label is a user-editable label, so this node may appear with a different name in your version of Cognos Configuration. The right pane displays details on which database Cognos uses as the Content Store. 5

9 Before You Begin To back up your Content Store Database (Microsoft SQL Server), complete the following steps: 1. Run Microsoft SQL Server Management Studio. Select the CM database, right-click it, and click Tasks» Back Up. 6

10 Before You Begin 2. In the Back Up Database dialog box, select Full in Backup type, specify the location of the backup file in Destination, and click OK. 3. When the following message is displayed, click OK. 4. Close SQL Server Management Studio. Deltek strongly recommends that you test your database backup before proceeding with the remainder of this installation. 7

11 Before You Begin To back up your Content Store Database (Oracle), complete the following steps: 1. On the database server that hosts the Content Store database, execute an Oracle command similar to the following: exp file=cm.dmp log=cmbackup.log owner=cognos10 <Password> is the Oracle SYSTEM user s password. <Oracle_Sid_Instance> is the Oracle instance that hosts your Cognos Content Store database. 2. Open the CMBackup.log file with a text editor (for example, Notepad) and search for any ERROR: messages. If any ERROR: messages are found, contact Deltek Customer Care. Deltek strongly recommends that you test your database backup before proceeding with the remainder of this installation. If You Are Running Oracle 10 If you are using a database with an Oracle 10 platform, you must copy the ojdbc14.jar file (the new jdbc driver) from C:\oracle\product\10.2.0\client_1\jdbc\lib into C:\Program Files\cognos\c8\webapps\p2pd\WEB-INF\lib. 8

12 Back Up Your Current Costpoint Enterprise Reporting Implementation Back Up Your Current Costpoint Enterprise Reporting Implementation Before you install Costpoint Enterprise Reporting 7.0.1, you must make a backup of your current Costpoint Enterprise Reporting implementation. It is also important that you make a backup copy of your Framework Manager models, particularly if you have created custom versions of any of the models. Before you begin the Costpoint Enterprise Reporting installation, you should export your current Costpoint Enterprise Reporting folder in Cognos Connection. This will provide you with a restore point if the installation overwrites a report that you customized and forgot to rename prior to importing the new deployment ZIP file. To back up the Costpoint Enterprise Reporting folder, complete the following steps: 1. Open Internet Explorer. 2. Navigate to Cognos Connection. If you are using the server itself, you normally find it at If you are using a different computer, replace localhost with the server name. If your installation defined a different IIS virtual directory name other than ibmcognos replace ibmcognos with the custom virtual directory name. 3. In the upper-right corner of the Cognos Connection screen, click Launch» IBM Cognos Administration. If you are coming from the Welcome screen, click the IBM Cognos Content link. 4. In IBM Cognos Administration, click the Configuration tab and click Content Administration in the left pane to display the Export and Import job lists. 9

13 Back Up Your Current Costpoint Enterprise Reporting Implementation If you have already created an Export job for Costpoint Enterprise Reporting, you can run that instance to create your backup, and you can skip the steps in the next section. If you have not created an Export job for Costpoint Enterprise Reporting, follow the steps in the next section to create one. To create an Export job and back up Costpoint Enterprise Reporting, complete the following steps: 1. Click the New Export icon ( ). 2. Enter a name for the export and click Next. 3. Select the Select public folders and directory content deployment method and click Next. The next screen displays a blank list of items to export. 4. Click the Add hyperlink in the lower-right section of this list. 5. From the available folders, click the check box beside the Costpoint Enterprise Reporting folder to select it and click to move the folder to the selected list. 10

14 Back Up Your Current Costpoint Enterprise Reporting Implementation 6. Click OK. 7. Click Next on the next three screens. 8. On the Specify a deployment archive screen, select the New Archive option and specify an archive name of your choice in the field below it. Click Next to continue. 9. On the Summary screen, review the selections you made to create the Export job. Click Next to continue. 10. On the Select an action screen, select Save and run once, and click Finish. 11

15 Back Up Your Current Costpoint Enterprise Reporting Implementation 11. On the Run with options screen, be sure Now is selected and click Run. 12. Select the View the details of this import after closing this dialog option before you click OK to see the export progress. Refresh the page (press F5) to see the updated status. 13. After the executing task is cleared from the page (you need to refresh the page to update the view), check the deployment folder to see if your ZIP file has been generated. Keep a backup of this ZIP file in a different location so you can restore it, if necessary. 12

16 Back Up Your Current Costpoint Enterprise Reporting Implementation 14. If you do not know the location of the deployment folder, run Cognos Configuration (Start» Programs» IBM Cognos 10» IBM Cognos Configuration), expand Local Configuration, and click Environment. The location is displayed in the Value column for the Deployment files location parameter. If it is a relative path, it will be in the Cognos installation directory. 13

17 Install Costpoint Enterprise Reporting Install Costpoint Enterprise Reporting You must have Deltek Costpoint 6.1 SP2, 7.0, or Costpoint PMFG 6.1 SP2, 7.0, Deltek Time and Expense 8.3, 9.0 or 9.0.1, Deltek Budgeting and Planning 6.0.8, or 6.1, Costpoint Enterprise Reporting 6.1 or higher, and Cognos 10.2 installed before you can proceed with the upgrade to Costpoint Enterprise Reporting Installation Procedure To install Costpoint Enterprise Reporting 7.0.1, complete the following steps: 1. Download Costpoint Enterprise Reporting from the Product Downloads page of the Deltek Customer Care Connect site ( 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 Right-click the DeltekCostpointEnterpriseReporting701.exe file and click Run as administrator to begin the installation. The License Agreement screen appears. 4. Read the information on the Introduction screen. Deltek recommends that you close all other open programs before continuing with the installation. Click Next. 14

18 Install Costpoint Enterprise Reporting Select I accept the terms of the License Agreement option. Click Next. 6. Specify the folder where you want to install Costpoint Enterprise Reporting Click Next. The default folder location for this Costpoint Enterprise Reporting (CER) release is C:\Deltek\CostpointEnterpriseReporting. This folder location may be different from earlier releases of CER. 15

19 Install Costpoint Enterprise Reporting On the Cognos Install screen, select the Cognos Server check box if you are doing the installation in the Cognos server. Otherwise, proceed to step 9. Click Next. If you clear the Cognos Server check box, you can still proceed with the installation which will enable you to download the files needed for the CER upgrade such as deployment files, change scripts and model spreadsheets. 8. On the Choose Cognos Install Folder screen, specify the location where Cognos is installed. Click Next. This step only applies when you select the Cognos Server check box on the Cognos Install screen. 16

20 Install Costpoint Enterprise Reporting On the Product Options screen, select the product that you have installed which can be Costpoint, Time and Expense, or both. Click Next. 10. If you select Costpoint, specify the version on the Costpoint Options screen. Click Next. This step only applies when you select the Costpoint check box on the Product Options screen. Otherwise, proceed to the next step. 17

21 Install Costpoint Enterprise Reporting If you select Time and Expense, specify the version on the Time and Expense Options screen. Click Next. This step only applies when you select the Time and Expense check box on the Product Options screen. If you select Time and Expense 9.0, there will be a prompt that will ask you for the names of both the Domain Schema and Catalog. Enter these information. Otherwise, proceed to the next step. 18

22 Install Costpoint Enterprise Reporting The Pre-Installation Summary screen displays. You can view 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, free up disk space, or cancel the installation. 13. Review the installation information and click Install to continue. 14. The Install Complete screen displays. Click Done. The Registry is updated. 19

23 Install Costpoint Enterprise Reporting The changed values in the Registry are shown in the following table. Name CognosInstallLocation Data C:\Program Files\ibm\cognos\c10 Display.0 InstallLocation C:\Deltek\CostpointEnterpriseReporting\ 20

24 Import the New and Updated Reports into Cognos Connection Import the New and Updated Reports into Cognos Connection New Deployment Files/Reports: The names of the deployment files will depend on the product selection that you make during installation. The format of the file name is CERv701<xxx>BP608.zip where xxx will display the version of Deltek Costpoint or Deltek Time and Expense. The possible file names are as follows: CERv701CP7TE9BP608.zip CERv701CP7TE8BP608.zip CERv701CP6TE9BP608.zip CERv701CP6TE8BP608.zip If you select a version of Deltek Costpoint without Deltek Time and Expense, the zip file would still include the deployment files for the latest version of Deltek Time and Expense. You have the option of not importing it. In this case, the zip file name would be one of the following: CERv701CP6TE9BP608.zip or CERv701CP7TE9BP608.zip On the other hand, if you select a version of Deltek Time and Expense without Deltek Costpoint, the zip file would include the deployment files for the latest version of Deltek Costpoint such as: CERv701CP7TE8BP608.zip or CERv701CP7TE9BP608.zip The deployment files are installed to C:\Deltek\CostpointEnterpriseReporting\701\Deploy. Notes on Importing Reports 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 Deploying Reports to a Location Other Than the Standard Location on page 35 before you begin the import procedure. Be sure you import new versions of drill-through reports into Cognos with their standard names. If you change the name of a report that is a drill-through target, the drill-through will take you to the old version of the report rather than the current version. If you want to preserve the old version, you should rename it and use the standard name for the new version. Import Reports To import the new and updated reports into Cognos Connection, complete the following steps: 1. The zip file should already be in your deployment folder if you used the defaults. However, if they are not there, copy the files into the deployment folder from your install location. The zip file can be one of the following: 21

25 Import the New and Updated Reports into Cognos Connection CERv701CP7TE9BP608.zip CERv701CP7TE8BP608.zip CERv701CP6TE9BP608.zip CERv701CP6TE8BP608.zip If you do not know the location of the deployment folder, run Cognos Configuration (for example, Start» Programs» IBM Cognos 10» IBM Cognos Configuration), expand Local Configuration, and click Environment. The location is displayed in the Value column for the Deployment files location parameter. If it is a relative path, it will be in the Cognos installation directory. 2. Open Internet Explorer and open the Cognos Connection portal using the following URL: host server name>/ibmcognos. 3. Click Administer IBM Cognos content, and click Configuration tab. 4. Click Content Administration in the left pane 5. Click the New Import icon ( ). 6. Under Select a deployment archive, select the file from which you want to import reports, and click Next. 7. Under Specify a name and description, enter a name for the import and click Next. 8. Under Select the public folders content, select the appropriate folder so it will be included in the import, and click Next. 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 Deploying Reports to a Location Other Than the Standard Location before you begin the import procedure. 22

26 Import the New and Updated Reports into Cognos Connection If you want to select the SOX reports, make sure to select the check boxes of the blue reporting folder. These blue folders are different from the other products wherein the reports are within the folder of a package. 9. Click Next on the next two screens. A summary of the selections you have made for the import displays. 10. Review the information under Review the summary, and click Next. 23

27 Import the New and Updated Reports into Cognos Connection 11. Under Select an action, select Save and run once, and click Finish. 12. Under Run with options, select Now and click Run. 13. On the next screen, Deltek recommends that you select View the details of this import after closing this dialog to see the import progress. Click OK to import the reports. Press F5 to refresh the page and see the updated status. 24

28 Import the New and Updated Reports into Cognos Connection 14. After the process is completed, check the Public Folders of Cognos Connection to see if the last modified dates have changed. When the last modified dates are unchanged after the process has been completed, you may have either imported the reports in a different location or you have selected the default option, Keep the existing report specification versions on step 12. Import the Barcode Font One of the new reports in Costpoint Enterprise Reporting for Costpoint Project Manufacturing is called the MO Pick List which displays barcodes. These barcodes signify the Manufacturing Order ID as well as the Work Center ID. In order to see the barcodes on the MO Pick List report, the barcode font needs to be installed in your Cognos sever. To see the steps in setting up the barcode font, see section Configure the Barcode Font for MO Pick List Report in the Deltek Costpoint Enterprise Reporting New User/Full Installation Guide. 25

29 Upgrade Your Framework Manager Models Upgrade Your Framework Manager Models If you use modified versions of the standard Deltek Framework Manager models, you may need to run scripts to upgrade those models to use any updated reports or new query subjects in this release. You can upgrade to as many as three different models with their separate automated processes to run the scripts. These three models are: CER (Costpoint Enterprise Reporting) CPSOX (Costpoint Sarbanes-Oxley) TESOX (Time and Expense Sarbanes-Oxley) Aside from the automated process, you can also run the scripts manually. The automated and manual methods are described below. Automated Process to Run the Scripts to Upgrade Modified Models Upgrading your modified models involves running a set of scripts against each model to upgrade them to Costpoint Enterprise Reporting To upgrade a modified model, complete the following steps: 1. In your install location, locate the ModelChangeUtility folder. The default location is C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility. 2. Locate the visual basic (VB) script to update the settings.ini file for the model. The filename of the VB script depends on the model that you want to upgrade. The location of the VB script are the listed in the table along with the settings.ini source file that each updates. Models Location VB script Script updates CER (CP Area) C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\cp CPModelChange.vbs This script updates the cpsettings.ini file that is used to upgrade the Costpoint area in the CER model. CER (TE Area for MS SQL users) C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\te\MSS \70\ModelCha ngeutility\te\mss TEModelChange.vbs This script updates the tesettings.ini file that is used to upgrade the Time and Expense area in the CER model that runs on MS SQL. 26

30 Upgrade Your Framework Manager Models Models Location VB script Script updates CER (TE Area for Oracle users) C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\te\ORA TEModelChange.vbs This script updates the tesettings.ini file that is used to upgrade the Time and Expense area in the CER model that runs on Oracle. CP SOX C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\sox CPModelChange.vbs This script updates the CPsoxsettings.ini file that is used to upgrade the CP SOX model. TE SOX C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\sox TEModelChange.vbs This script updates the TEsoxsettings.ini file that is used to upgrade the TE SOX model. CER (TE Area) C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\tecastfix TECASTFix.vbs This script updates the TECASTFIXsetting s.ini file. It is used to fix the datetime fields in the Time and Expense area of the CER model. The TECASTFix script removes the time component of the datetime fields and prevents the occurrence of errors when you generate the Time and Expense reports. B&P C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\b&pv70tov701 BPModelChange.vbs The script updates the bpsettings.ini file that is used to upgrade the Budgeting & Planning model to CER

31 Upgrade Your Framework Manager Models Models Location VB script Script updates CER (CP Area) C:\Deltek\CostpointEnterprise Reporting\701\ModelChange Utility\CPv70tov701 CP70to701ModelCha nge.vbs The script updates the cpsettings.ini file that is used to drop fields not found in Costpoint 6.1 SP2. 3. Run the VB script. 4. On the dialog box, enter the directory path of the framework model that you want to upgrade. For example, C:\My CP FM Model Folder. 5. Click OK. The VB script inserts the directory path that you just entered in the corresponding settings.ini file. Afterwards, this settings.ini file will be moved to the model change scripts folder. A confirmation message appears if the process was successful. The different model change scripts folders are listed in the table. Models CER (CP Area) CER (TE area for MS SQL users) CER (TE area for Oracle users) CP SOX TE SOX CER (TE Area) Model Change Scripts Folder Location C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ cp\modelchangescripts C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ te\mss\modelchangescripts C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ te\ora\modelchangescripts C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ sox\modelchangescripts-cp C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ sox\modelchangescripts-te C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ tecastfix\modelchangescripts 28

32 Upgrade Your Framework Manager Models Models B&P CER (CP Area) Model Change Scripts Folder Location C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ b&pv70tov701\modelchangescripts C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\ CPv70tov701\ModelChangeScripts 6. Locate the RunScripts.vbs in the model change scripts folder. 7. Run the RunScripts.vbs file. It reads the settings.ini file and generates and runs a run.bat file that upgrades the model to Costpoint Enterprise Reporting Wait for the DOS console to finish, and then check your model s log files for the changes. 8. If everything is in order, republish the upgraded models to Cognos Connection. If you upgraded to Cognos 10.2 during this installation process, be sure that you do the following when you publish the packages: Select the Enable model versioning check box and enter 1 in Number of model versions to retain. Select the Delete all previous model versions check box. Select the Verify the package before publishing check box to check for errors. If both a Cognos 8 version and a Cognos 10 version of a model exist in your Cognos 10.2 environment, errors can occur when you run the reports. Setting the versioning option as described and deleting previous model versions will eliminate this problem Alternative: Manually Upgrade Your Costpoint Enterprise Reporting Model If the automated model upgrade fails due to incompatibility of customizations with the Costpoint Enterprise Reporting upgrade, you can manually upgrade your modified Framework Manager models. Script files are provided to upgrade the models to Costpoint Enterprise Reporting The files are located in this folder: C:\Deltek\CostpointEnterpriseReporting\701\ModelChangeUtility\xxx\yyy where xxx can be: cp Costpoint te Time and Expense sox Sarbanes-Oxley tecastfix used in fixing the cast date and time function in Time and Expense reports b&pv70tov701 used in upgrading the CER for Budgeting & Planning model to CER CPv70tov701 used in upgrading the CP area in the CER model from CP 6.1. SP2 to CP

33 Upgrade Your Framework Manager Models and yyy can be: ModelChangeScripts for cp, te, sox, tecastfix, b&pv70tov701, or CPv70tov701 ModelChangeScripts-CP for CP SOX ModelChangeScripts-TE for TE SOX The ModelChangeUtility folder is only available in the Cognos BI server. To see the list of change scripts per model, see section Change Scripts and Model Listing on page 31. You can manually upgrade your Framework Manager models in either of two ways: Run the scripts that Deltek has provided against the model you have customized. (Note that these scripts must be run in the proper order.) Or Run your customization log file against the standard Costpoint Enterprise Reporting Framework Manager models. To run scripts manually against a model, complete the following steps: 1. Run Framework Manager (for example, Start» Programs» IBM Cognos 10» IBM Cognos Framework Manager). 2. Load the model you want to run the scripts against by clicking the Open icon ( ) and selecting the model s CPF file. 3. After the model is loaded, select Run Script on the Project menu and browse for the script you want to run. 4. Select the script with the 001 suffix and click OK. A dialog box displays a list of actions the script will perform on the model. If any of the steps fail, you are informed in Transaction details, and you can edit the script parameters in case of conflict. Be aware that changing these parameters may impact other scripts dependent on it. 5. Repeat steps 3 and 4 for each of the remaining scripts. Run them in order based on the sequence number in the file name. 6. To complete the Costpoint Enterprise Reporting upgrade, republish the updated model packages to Cognos Connection: In the left pane of the Framework Manager, expand the FM Model» Packages node. Right-click each package listed and click Publish Packages. Apply the same parameters/settings/configuration your company used when initially publishing these packages. 30

34 Upgrade Your Framework Manager Models If you upgraded to Cognos 10.2 during this installation process, be sure that you do the following when you publish the packages: Select the Enable model versioning check box and enter 1 in Number of model versions to retain. Select the Delete all previous model versions check box. Select the Verify the package before publishing check box to check for errors. If both a Cognos 8 version and a Cognos 10 version of a model exist in your Cognos 10.2 environment, errors can occur when you run the reports. Setting the versioning option as described and deleting previous model versions will eliminate this problem Change Scripts and Model Listing The succeeding tables show the lists of change scripts to run if you want to upgrade your existing Framework Manager models. If you are upgrading from Costpoint 6.1 to Costpoint 7.0, you can upgrade the following models with the scripts below. Models Costpoint Enterprise Reporting.cpf Change Scripts to upgrade from Costpoint 6.1 to Costpoint _CERToCP7_Changes.xml 002_TFS xml 003_TFS TECASTFIX.xml CPSOX.cpf 001_SOXToCP7_Changes.xml 31

35 Upgrade Your Framework Manager Models If you are upgrading from Costpoint 6.1 to Costpoint 7.0.1, you can upgrade the following models with the scripts below. Models Costpoint Enterprise Reporting.cpf Change Scripts to upgrade from Costpoint 6.1 to Costpoint _CERToCP7_Changes.xml 002_TFS xml 003_TFS TECASTFIX.xml CPSOX.cpf 001_SOXToCP7_Changes.xml 002_SOX_FromCP70_ToCP701.xml If you are upgrading from Costpoint 7.0 to Costpoint 7.0.1, you can upgrade the CPSOX model with the script below. Models CPSOX.cpf Change Scripts to upgrade from Costpoint 7.0 to Costpoint _SOX_FromCP70_ToCP701.xml If you are using Costpoint 6.1 and want to upgrade from CER 7.0 to CER 7.01, you can upgrade the CER model with the script below. Models Change Script to upgrade to CER Costpoint Enterprise Reporting.cpf CP61SP2 Upgrade to CER v701.xml If you are upgrading to Time and Expense 9.0, you can upgrade the following models with these scripts. Model Costpoint Enterprise Reporting.cpf Change Scripts to upgrade to Time and Expense _CER_TE8_to_TE9.xml 002_CER_TE8_to_TE9_AddQS_SetRelationship.xml 003_CER_TE8_to_TE9_MassRename1.xml 004_CER_TE8_to_TE9_MassRename2.xml 32

36 Upgrade Your Framework Manager Models Model Change Scripts to upgrade to Time and Expense _CER_TE8_to_TE9_MassRename3.xml 006_CER_TE8_to_TE9_MassRename4.xml 007_CER_TE8_to_TE9_Fix xml TECASTFIX.xml TESOX.cpf 001_SOXToTE9Changes.xml If you are upgrading to both Costpoint 7.0 and Time and Expense 9.0, you can upgrade the following models with these scripts. Model Change Scripts to upgrade to both Costpoint 7.0 and Time and Expense 9.0 Costpoint Enterprise Reporting.cpf 001_CERToCP7_Changes.xml 002_TFS xml 003_TFS xml 001_CER_TE8_to_TE9.xml 002_CER_TE8_to_TE9_AddQS_SetRelationship.xml 003_CER_TE8_to_TE9_MassRename1.xml 004_CER_TE8_to_TE9_MassRename2.xml 005_CER_TE8_to_TE9_MassRename3.xml 006_CER_TE8_to_TE9_MassRename4.xml 007_CER_TE8_to_TE9_Fix xml TECASTFIX.xml CPSOX.cpf 001_SOXToCP7_Changes.xml 002_SOX_FromCP70_ToCP701.xml TESOX.cpf 001_SOXToTE9Changes.xml 33

37 Upgrade Your Framework Manager Models If you are using Budgeting and Planning 6.0.8, or 6.1, you can upgrade the Budgeting and Planning model with this script. Model Costpoint Enterprise Reporting for Budgeting and Planning.cpf Change Script to Upgrade Budgeting and Planning BP upgrade to CER v701.xml 34

38 Deploying Reports to a Location Other Than the Standard Location 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. 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 Definitions 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. 35

39 Hiding and Displaying the Common Library Reports 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 display upon import. However, if you need to make one of the Common Library reports hidden, 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 Hidden in Cognos Connection To make a Common Library report hidden in Cognos Connection, complete the following steps: 1. 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. 2. In Cognos Connection, locate 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. For Costpoint Enterprise Reporting for HR and Payroll, it is in the Costpoint Enterprise Reporting for HR and Payroll folder. For Costpoint Enterprise Reporting for Costpoint Project Manufacturing, it is in the Costpoint Enterprise Reporting for Project Manufacturing folder. 3. Under Actions for the Common Library report, click More. 4. Under Available actions, click Set properties ( ). 5. Select the Hide this entry check box, and click OK. 6. To make the Common Library report visible again, repeat this procedure and clear the Hide this entry check box in step 5. 36

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