Deltek Costpoint Enterprise Reporting 6.2

Transcription

1 Deltek Costpoint Enterprise Reporting 6.2 Installation Guide For Full Installations and New Users May 24, 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 May 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 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... 5 Accessing DSM from within the Customer Care Connect Site... 5 DSM Documentation and Troubleshooting... 6 System Requirements... 7 Client Workstation (Cognos Administrator)... 7 Client Workstation (Cognos User)... 7 Cognos Server... 8 Directory Server... 9 Database Servers... 9 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 Installing the Cognos BI Framework Manager Cognos BI in 32-bit or 64-bit Environments Install Cognos BI Framework Manager 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 6.2 Software Default Installation Locations for Costpoint Enterprise Reporting 6.2 Models Installation Procedure Installation Guide iii

4 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 Change Existing Import Properties Apply the Costpoint Budgeting and Planning Scripts Run the Costpoint Enterprise Reporting Security Script Run the Security Script Adding the Deltek Brand to the Cognos Connection Portal Overwrite Default.css File Edit Default.css File 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 iv

5 Overview Overview This guide includes instructions for installing and configuring the software for Costpoint Enterprise Reporting 6.2. 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 Costpoint Enterprise Reporting installation. While Deltek has worked hard to ensure a step-bystep 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 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 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 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 Documentation Deltek Costpoint Enterprise Reporting 6.2 Upgrade and Change Management Guide and Framework Manager Model Overview Deltek Costpoint Enterprise Reporting 6.2 Release Notes Deltek Costpoint Enterprise Reporting 6.2 Reports Guide Deltek Costpoint Enterprise Reporting 6.2 Security Guide Description 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. 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 & Expense. This document provides release information, such as new features, resolved software issues, and support resources, about Costpoint Enterprise Reporting 6.2. 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 provides information about setting up Costpoint Enterprise Reporting 6.2 security using an existing security provider. Installation Guide 3

8 If You Need Assistance Document Name Deltek Costpoint Enterprise Reporting 6.2 Upgrade Installation Guide. Deltek Costpoint Enterprise Reporting 6.2 Model spreadsheets Cognos Documentation Description This document provides instructions on how to upgrade to Costpoint Enterprise Reporting 6.2 from an earlier version or from Deltek Performance Management. 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. IBM provides extensive documentation for Cognos BI, the underlying business intelligence foundation for Costpoint Enterprise Reporting. 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 4

9 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 5

10 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 6

11 System Requirements System Requirements The following tables 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 specifications listed in this section 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. Requirement Operating System Processor Memory Disk Space Specification Microsoft Windows XP Microsoft Windows 7 Pentium 4, 2 GHz 2 GB 3GB Web Browser Microsoft Internet Explorer 9 Microsoft Internet Explorer 8 Microsoft Internet Explorer 7 Microsoft Internet Explorer 6 SP2 Application Software IBM Cognos BI Framework Manager (required) IBM Cognos (optional) Client Workstation (Cognos User) Using Cognos requires only a Web browser and users do not need powerful workstations. Requirement Operating System Specification Microsoft Windows XP Microsoft Windows 7 Processor Pentium 4 Memory 256 MB; 2GB (if using Windows 7) Disk Space Only what is needed for the browser and for local storage of Installation Guide 7

12 System Requirements Requirement Specification reports. Web Browser Microsoft Internet Explorer 9 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. 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 4, 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 IBM Cognos BI Framework Manager 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 8

13 System Requirements 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. Requirement Operating System Specification Microsoft Windows Server 2008 R2 Microsoft Windows Server 2008 Microsoft Windows Server 2003 SP2 Microsoft Windows Server 2003 R2 SP2 Processor Pentium 4 Memory Disk Space 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. Requirement Database Platform Specification Microsoft SQL Server 2008, or Oracle 11g Deltek Application Databases Deltek Costpoint 6.1 SP2 (or any later 6.1 service pack); 7.0 Deltek Time & Expense 8.3 through 9.0 Deltek Costpoint Budgeting and Planning through Installation Guide 9

14 Getting Organized Getting Organized Required Cognos Downloads While additional Cognos applications are available for downloading from the Deltek Customer Care Connect site ( these are the only required applications for Costpoint Enterprise Reporting 6.2: Cognos BI Server Version Use the contents of this download to install the Cognos BI Server. The Cognos BI Server includes Report Studio, Query Studio, Analysis Studio, and Event Studio. Cognos BI Framework Manager Version Use the contents of this download to install the Cognos BI Framework Manager software (Framework Manager and Map Manager). Latest fix pack for Cognos BI Version (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 6.2 The required Deltek download from the Product Downloads page of the Deltek Customer Care Connect site ( is Costpoint Enterprise Reporting 6.2. It is also recommended that you download the Costpoint Enterprise Reporting 6.2 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 10

15 Creating the Cognos BI Content Store Creating the Cognos BI Content Store Before installing the Cognos BI software, you must 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. 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. Please see the Microsoft SQL Server documentation for more information about character sets, encoding, and collation. 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 that 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 (system administrator) account username and password. 3. In the Object Explorer pane, right-click Database, and select New Database. Installation Guide 11

16 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 12

17 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 13

18 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 14

19 Creating the Cognos BI Content Store 8. Click OK. 9. Close SQL Server Management Studio. Creating the Content Store Using Oracle This section lists the important information and steps that you need to follow before you create the Content Store in Oracle: Create the Content Store on the machine you will use as your database server. Create an Oracle database that uses a Unicode character set. This is required in the setup for Cognos and the Costpoint Enterprise Reporting software. 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; 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 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. Install the 32-bit client. Cognos BI does not support the 64-bit Oracle client. Use the following guidelines when installing the Oracle client: 1. Install the Oracle Administrator Client Utilities on the Cognos BI server. 2. You cannot connect to the Content Store using Oracle without first installing these utilities. 3. Establish a connection to the Oracle server where you have created the Content Store schema using the Oracle Configuration Assistant. 4. 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 Installation Guide 15

20 Creating the Cognos BI Content Store 5. Copy these files to a temporary location until after you install Cognos BI. Install the Oracle Net Configuration Assistant. After you install Cognos BI (see Installing Cognos BI Server), perform 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 16

21 Installing Cognos BI Server Installing Cognos BI Server This section includes instructions for installing the Cognos BI Server software on your application server. Costpoint Enterprise Reporting leverages on Cognos BI software, which is a complex enterprise application. The installation instructions in this section are just one of many possible installation solutions. These instructions are not intended as best practices. In certain situations, the Costpoint Enterprise Reporting installation can be complex, and may require special consideration. The complexity of your installation can increase depending on multiple variables (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. It is also recommended that you 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 (x86)\ibm\cognos\c10 Cognos (64-bit) C:\Program Files\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 Framework Manager 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. Install Cognos BI Server To install Cognos BI Server , complete the following steps: 1. Download Cognos BI Server Version and extract the contents of the downloaded file. 2. From the application server, navigate to either the win32 folder or the win64 folder in the extracted folder structure, depending on whether you are installing the 32-bit or 64-bit version of Cognos BI. Installation Guide 17

22 Installing Cognos BI Server 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. 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 18

23 Installing Cognos BI Server 7. Click Yes in the message box to confirm that you want to create the installation directory. 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, perform the following: 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. Installation Guide 19

24 Installing Cognos BI Server After making the changes on the Component Selection screen, click Next. 10. On the Shortcut Folder screen, accept the defaults, and click Next. 11. 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. 12. Click Finish to complete the installation. Installation Guide 20

25 Installing the Cognos BI Framework Manager Installing the Cognos BI Framework Manager This section includes instructions for installing the Cognos BI Framework Manager software on your application server. Costpoint Enterprise Reporting leverages on Cognos BI software, which is a complex enterprise application. The installation instructions in this section are just one of many possible installation solutions. These instructions are not intended as best practices. In certain situations, the Costpoint Enterprise Reporting installation can be complex, and may require special consideration. The complexity of your installation can increase depending on multiple variables (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. It is also recommended that you contact the Deltek Global Services Group at DGSconsultantsSSG@deltek.com for assistance. The following components are installed as part of the Cognos BI Framework Manager 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 (x86)\ibm\cognos\c10 Cognos (64-bit) C:\Program Files \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 Framwork Manager 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. Install Cognos BI Framework Manager To install Cognos BI Framework Manager , complete the following steps: 1. Download Cognos BI Framework Manager 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. Installation Guide 21

26 Installing the Cognos BI Framework Manager 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. 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. Installation Guide 22

27 Installing the Cognos BI Framework Manager 8. On the Component Selection screen, select IBM Cognos Framework Manager (a green check mark should display), and click Next. 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. 11. Click Finish to complete the installation. Installation Guide 23

28 Install the Latest Cognos BI Fix Pack Install the Latest Cognos BI Fix Pack When necessary, Deltek makes available new IBM Cognos BI fix packs on the Deltek Software Manager. You can find the Deltek Software Manager on the Product Downloads tab of the Deltek Customer Care Connect site ( Deltek recommends 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. You can also configure the settings on the Deltek Software Manager to send notifications when there are new product releases for Costpoint Enterprise Reporting. 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 available on the Deltek Customer Care Connect site or if you have already installed the latest fix pack, skip this task. 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. Go to the Product Downloads tab of the Deltek Customer Care Connect Site ( and open the Deltek Software Manager. 2. On the Deltek Software Manager, go to the Sub-Release section of your version of Costpoint Enterprise Reporting and download the latest Cognos BI fix pack. 3. 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. 4. From the computer on which you installed the Cognos BI Server, extract the contents of the downloaded file. 5. Run the issetup.exe file. 6. On the Welcome to the Installation Wizard screen, click Next. Installation Guide 24

29 Install the Latest Cognos BI Fix Pack 7. On the License Agreement screen, select I Agree to accept the agreement, and click Next. 8. 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. 9. When prompted to create an automatic backup of files before they are replaced, click Yes. 10. If you have Cognos services running, the IBM Cognos Running Services screen displays. Click Next to stop the services and continue with the installation. 11. On the Installation Summary screen, review the information, and click Next. The installation begins and progress displays on the screen. 12. Click Finish to complete the installation. Installation Guide 25

30 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 in the Configure IIS 7.0 section. 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 Alias screen, enter ibmcognos in Alias field, and click Next. 4. 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. 5. On the Virtual Directory Access Permissions screen, select the Read option and click Next. Installation Guide 26

31 Configuring Microsoft IIS for Use with Cognos BI 6. Click Finish. The virtual directory is created below the currently selected folder level. 7. Right-click the new ibmcognos virtual directory and select New» Virtual Directory from the shortcut menu. 8. On the Virtual Directory Creation Wizard welcome screen, click Next. 9. On the Virtual Directory Alias screen, type cgi-bin in the Alias field and click Next. 10. In the Path field, enter or select the physical directory in which the virtual directory resides, (for example, C:\Program Files\ibm\cognos\c10\cgi-bin) and click Next. Installation Guide 27

32 Configuring Microsoft IIS for Use with Cognos BI 11. 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. 12. On the Finish screen, click Finish. The virtual directory is created below the 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 28

33 Configuring Microsoft IIS for Use with Cognos BI 2. From the New Web Service Extension dialog box, do the following: a. In the Extension name field, enter ibmcognos. b. Select Set extension status to Allowed. c. 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\ibm\cognos\c10\cgi-bin). d. Select the cognos.cgi file. e. Click OK to add the file. f. Click OK to save the Web service extension. You may need to restart the server after you make these changes. Installation Guide 29

34 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 in the Configure IIS 6.0 section. You can use two implementations of gateway modules to be used with IIS 7.0, ISAPI and CGI. The following steps will discuss configuring IIS 7.0 for both ISAPI and CGI. For more information on ISAPI and CGI, please refer to the following websites: ge599.html 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» All Programs» 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 30

35 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. 4. In the Add Virtual Directory dialog box, enter ibmcognos in Alias field, and enter the path to the webcontent directory in Physical path (for example, C:\Program Files\ibm\cognos\c10\webcontent). Installation Guide 31

36 Configuring Microsoft IIS for Use with Cognos BI Click OK to continue 5. Right click the newly-created ibmcognos virtual directory, and click Add Virtual Directory. 6. In the Add Virtual Directory dialog box, enter cgi-bin in the Alias field, and enter the path to the cgi-bin or cgi-bin directory in Physical path (for example, C:\Program Files\ibm\cognos\c10\cgi-bin). 7. 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. 2. Perform one of the following procedures: Specify a path a. In the Actions pane, click Add. b. 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. c. 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. d. Select Allow extension path to execute. Installation Guide 32

37 Configuring Microsoft IIS for Use with Cognos BI e. Click OK. Allow unspecified modules. a. In the Actions pane, click Edit Feature Settings. b. 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 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. 4. In the Add Module Mapping dialog box, enter either *.cgi or *.dll in Request Path, depending on which you require. Installation Guide 33

38 Configuring Microsoft IIS for Use with Cognos BI 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. 12. If the following message appears, click Yes. 13. Verify that the new module mapping is displayed in the Handler Mappings list. Installation Guide 34

39 Configuring Microsoft IIS for Use with Cognos BI 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 was 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 Before you perform the following procedure, verify that you have the access permissions to the folder that you need in order to save the edited file. The following steps discuss the how to edit the directive: 1. Open each of the preceding files (applicationhost.config and web.config), and look for the following statement 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="c:\program Files\ibm\cognos\C10\cgibin\cognosisapi.dll" resourcetype="unspecified" requireaccess="execute" precondition="bitness32" /> 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" /> For ISAPI: <add name="isapi-cognos" path="cognosisapi.dll" verb="*" modules="isapimodule" scriptprocessor="c:\program Files\ibm\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 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 35

40 Install Costpoint Enterprise Reporting 6.2 Software Install Costpoint Enterprise Reporting 6.2 Software Default Installation Locations for Costpoint Enterprise Reporting 6.2 Models If you are using Cognos (32-bit) C:\Program Files (x86)\ibm\cognos\c10 If you are using Cognos (64-bit) C:\Program Files\ibm\cognos\c10_64 The following types of files are copied into the default Cognos BI installation location or a location that you specify: Deltek branding files Deployment Files Miscellaneous Files (includes upgrade scripts) Costpoint Enterprise Reporting Model files (.cpf and.xml files) Security Utilities Costpoint Enterprise Reporting for Budgeting and Planning Budgeting and Planning scripts Model file Security scripts Costpoint Enterprise Reporting for Human Resources and Payroll Model file Incurred Cost Submission (ICS) Reporting Grant scripts Model files Sarbanes-Oxley (SOX) Grant scripts Model scripts Installation Procedure To install Costpoint Enterprise Reporting 6.2, complete the following steps: 1. Download Costpoint Enterprise Reporting 6.2 and extract the contents of the downloaded file. 2. From the application server, go to the folder where you downloaded Costpoint Enterprise Reporting 6.2 installation file. 3. Right-click the DeltekCostpointEnterpriseReporting62.exe file, and click the Run as Administrator option to start the installation process. Installation Guide 36

41 Install Costpoint Enterprise Reporting 6.2 Software 4. Read the information on the Introduction screen, and click Next when you are ready to proceed with 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. Click Next to continue. 6. 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 37

42 Install Costpoint Enterprise Reporting 6.2 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. 7. On the Cognos Options screen, click Next to continue. The Cognos Server check box is selected by default. This option enables you to install CER on a Cognos BI Server. Clear the Cognos Server check box, if you want to install Costpoint Enterprise on a non-cognos BI Server. If you clear the check box, the installation will continue to the Product Options screen when you click Next. 8. 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 click Next. Installation Guide 38

43 Install Costpoint Enterprise Reporting 6.2 Software 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. You need to select at least one option, and click Next to continue. If you select the Costpoint checkbox, the installation continues to the Costpoint Options screen (step 10) when you click Next. If you select only the Time and Expense checkbox, the installation continues to the Time and Expense Options screen (step 11) when you click Next. 10. On the Costpoint Options screen, select the version of your Costpoint software. You can select either Costpoint 7.0 or Costpoint 6.1. Click Next to continue. Installation Guide 39

44 Install Costpoint Enterprise Reporting 6.2 Software 11. On the Time and Expense Options screen, select the version of your Time and Expense software. You can select either Time and Expense 9.0 or Time and Expense 8.3. Click Next to continue. 12. On the Install SOAPSDK 3.0 as part of this installation? screen, select Yes to install Security Utilities. Click Next to continue. 13. 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. 14. 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 15. On the Install Complete screen, click Done. Installation Guide 40

45 Copy Deployment Files Copy Deployment Files During the Costpoint Enterprise Reporting installation, report package files are copied to the C:\Deltek\CostpointEnterpriseReporting\62\Deploy folder. The file name of the consolidated zip file varies according to the products you selected during Costpoint Enterprise Reporting installation. The format of the file name is CERv62<xxx>BP607.zip where xxx will display the version of Deltek Costpoint or Deltek Time & Expense. Please refer to the following table for details: CER Product Selection Costpoint 6.1 and Time & Expense 8.3 Costpoint 6.1 and Time & Expense 9 Costpoint 7 and Time & Expense 8.3 Costpoint 7 and Time & Expense 9 Costpoint 6.1 Only Costpoint 7 Only Time & Expense 8.3 Time & Expense 9.0 File Name CERv62CP6TE8BP607.zip CERv62CP6TE9BP607.zip CERv62CP7TE8BP607.zip CERv62CP7TE9BP607.zip CERv62CP6TE9BP607.zip CERv62CP7TE9BP607.zip CERv62CP7TE8BP607.zip CERv62CP7TE9BP607.zip If you select a version of Deltek Costpoint without Deltek Time & Expense, the zip file would still include the deployment files for the latest version of Deltek Time & Expense. On the other hand, if you select a version of Deltek Time & Expense without Deltek Costpoint, the zip file would include the deployment files for the latest version of Deltek Costpoint. These files are also copied automatically to the <Cognos Installation directory>\deployment folder (for example, C:\Program Files\ibm\cognos\c10\deployment), so they are available for selection from the Cognos Administration screen later in the configuration process. See the Configuring Data Sources Using Cognos Administration section for details. Installation Guide 41

46 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. 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 To configure the Data Access object for Microsoft SQL Server, complete the following steps: 1. From your Cognos BI server, open Cognos Configuration (For example, click Start» All Programs» IBM Cognos 10» IBM Cognos Configuration). 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 42

47 Configuring the Cognos BI Data Access from Cognos Configuration 3. In the Cognos Content Store section, 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. 7. If prompted, select Yes to save changes and continue. A dialog box displays the server startup status. Installation Guide 43

48 Configuring the Cognos BI Data Access from Cognos Configuration 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 for additional information. Configuring the Data Access Object for Oracle To configure the Data Access object for Oracle, complete the following steps: 1. From the database server, open Cognos Configuration (for example, click Start» All Programs» IBM Cognos 10» IBM Cognos Configuration). 2. From the Explorer pane on the left side of the screen, expand Data Access» Content Manager and then click on Content Store. 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. Installation Guide 44

49 Configuring the Cognos BI Data Access from Cognos Configuration 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 45

50 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 46

51 Opening the Costpoint Enterprise Reporting Report Packages in Framework Manager Opening the Costpoint Enterprise Reporting Report Packages in Framework Manager To open the report packages in Cognos Framework Manager, complete the following steps: 1. Open Framework Manager (for example, click Start» All Programs» IBM Cognos 10» IBM Cognos Framework Manager). 2. On the Welcome screen, click Open a project. 3. Locate the projects for report package that you need to open. Models Costpoint Enterprise Reporting Costpoint Enterprise Reporting for Human Resources and Payroll Costpoint Enterprise Reporting for Budgeting and Planning Sarbanes-Oxley Incurred Cost Submission Project File/Location Browse to the Costpoint Enterprise Reporting.cpf file in the Costpoint Enterprise Reporting\Models subdirectory of the installation location (for example, C:\Deltek\ CostpointEnterpriseReporting\62\Costpoint Enterprise Reporting\Model). 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:\Deltek\ CostpointEnterpriseReporting\62\HR and Payroll\Model). 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:\Deltek\CostpointEnterprise Reporting\62\Budgeting and Planning\Model). Extract the contents of the TESOX and/or CPSOX zip files to the desired location (for example, C:\ Deltek\ CostpointEnterpriseReporting\62\SOX\Model\TE; and/or C:\ Deltek\ CostpointEnterpriseReporting\62\ SOX\Model\CP). After extracting the contents, browse to the location in Framework Manager to open those projects. Browse to the ICS-Presentation.cpf file in the ICS\Models subdirectory of the installation location (for example, C:\Deltek\CostpointEnterpriseReporting\ 62\ICS\Model\ICS-Presentation). Installation Guide 47

52 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 & Expense. Refer to the Microsoft SQL Server or Oracle procedure, depending on your database platform Configure Microsoft SQL Server Data Sources To configure Microsoft SQL Server Data Sources Using Cognos Administration, complete the following steps: 1. Open Internet Explorer and open the Cognos Connection portal ( host server name>/ibmcognos). 2. On the Welcome screen, click Administer IBM 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 48

53 Configuring Data Sources Using Cognos Administration 6. On the Specify the connection screen, select Microsoft SQL Server OLE DB in the Type field, clear the Configure JDBC connection check box, and click Next. 7. On the Specify the Microsoft SQL Server (OLE DB) connection string screen, enter the following information: Enter the server name Server name field. Enter the database name Database Name field. Select the Signons option in the Signon section. 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. 8. At the bottom of the Specify the Microsoft SQL Server (OLE DB) connection string screen, click the Test the connection link to test the database connection. The Test the connection screen displays 9. On the Test the connection screen, Click Test to check the connection parameters. The test results displays. 10. On the View the results screen, click Close, and on the Test the connection screen, click Close again. The parameters you set for your database connection displays. 11. If the connection test worked, click Next. If not, make changes as necessary and test again. 12. Click Finish. 13. Repeat steps 4 11 for the following: Time & Expense Use the following data source names: TESS Enter the appropriate user ID and password information for this data source. TE_Config Enter the appropriate user ID and password for this data source. The default user ID is TC_0000 and the password is x. Budgeting and Planning Use DeltekBP as the data source name, and enter the appropriate user ID and password information for this data source. Installation Guide 49

54 Configuring Data Sources Using Cognos Administration 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 of these procedures are outlined in the following sections. 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 50

55 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 51

56 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 52

57 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 ( host server name>/ibmcognos). 2. On the Welcome screen, click Administer IBM Cognos Content. Installation Guide 53

58 Configuring Data Sources Using Cognos Administration If you have previously cleared the Show this page in the future check box on the Welcome screen, the Home screen displays instead of the Welcome screen. To go to the Cognos Administration screen, click Launch on the upper-left corner of the Home screen, and click IBM Cognos Administration. 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 54

59 Configuring Data Sources Using Cognos Administration 8. Click Next. 9. On the Specify Oracle connection string screen, enter the following information: Enter the connection string to connect to Costpoint data In the SQL Net connect string field. 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). Select the User ID check box in the Signon section. 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 Specify the Oracle connection string screen, click the Test the connection link to test the database connection. The Test the connection screen displays 11. On the Test the connection screen, Click Test to check the connection parameters. The test results displays. 12. On the View the results screen, click Close, and on the Test the connection screen, click Close again. The parameters you set for your database connection displays. 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 the data sources for Time & Expense. Use the following data source names: TESS Enter the appropriate user ID and password information for this data source. TE_Config Enter the appropriate user ID and password information for this data source. The default user ID is TC_0000 and the password is x. Installation Guide 55

60 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 To import reports into Cognos Connection, complete the following steps: 1. Open Internet Explorer and open the Cognos Connection portal ( host server name>/ibmcognos). 2. On the Welcome screen, click Administer IBM Cognos Content. If you have previously cleared the Show this page in the future check box on the Welcome screen, the Home screen displays instead of the Welcome screen. To go to the Cognos Administration screen, click Launch on the upper-left corner of the Home screen, and click IBM Cognos Administration. 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. The New Import wizard starts. 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 before you begin the import procedure. 6. On the Select a deployment archive screen, select CERv62<xxx>BP607.zip from the available options, and click Next. Installation Guide 56

61 Importing Reports into Cognos Connection The consolidated deployment archive file name depends on your product selection. For more information, please refer to the Copy Deployment Files section for details. 7. On the Specify a name and description screen, click Next. 8. On the Select the public folders content screen, select the check box for the folders and packages that you want to include in the import, and click Next. 9. On the Specify the general options screen, click Next again. A summary of your import parameters displays. 10. Review the summary information and when ready, click Next. 11. Click Finish. 12. From the Run with options screen, click Run. 13. Click OK to confirm the run options. Change Existing Import Properties Use this procedure if you need to change (add or remove) the packages, folders, and/or directories that are included in your existing import settings: To edit import properties, complete the following steps: 1. Open Internet Explorer and open the Cognos Connection portal ( host server name>/ibmcognos). 2. On the Welcome screen, click Administer IBM Cognos Content. If you have previously cleared the Show this page in the future check box on the Welcome screen, the Home screen displays instead of the Welcome screen. To go to the Cognos Administration screen, click Launch on the upper-left corner of the Home screen, and click IBM Cognos Administration. Installation Guide 57

62 Importing Reports into Cognos Connection 3. From Cognos Administration, click the Configuration tab. 4. Click Content Administration in the left pane. The Content Administration displays the available import deployment specifications. 5. From the list, find the row for import deployment specification that you want to change, and More under the Actions column. 6. On the Perform an action screen, click Set properties under Available actions:. 7. On the Set properties screen, click the Import tab. The import tab displays the packages, folders, and directory to import. 8. On the Import tab, select the packages/folders that you want to include in the the import. Select check box on the left of the folder icons to include the package/folder in the import. 9. After making the necessary changes, click OK. The Content Administration screen displays your import deployment specification (in the list) with the updated Modified date. Installation Guide 58

63 Apply the Costpoint Budgeting and Planning Scripts Apply the Costpoint Budgeting and Planning Scripts If you are currently using Costpoint Budgeting and Planning through 6.0.8, you must apply a set of scripts to Costpoint Budgeting and Planning to implement the link to Costpoint Enterprise Reporting. The Costpoint Enterprise Reporting 6.2 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 and 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 and 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 and Planning database. 1. In the <installation location>\ 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>\ Budget and Planning\BaP SQL Scripts folder. The.bat file opens a connection to your Costpoint Budgeting and Planning database and applies the changes that are required to implement the link to Costpoint Enterprise Reporting for Budgeting and Planning. Installation Guide 59

64 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 6.2 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>\budgeting and Planning\SecurityActionScripts. 4. Run ProjOnlyScript.xml. 5. After the script runs successfully, publish the Project Budgets package. Installation Guide 60

65 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:\Deltek\CostpointEnterprise Reporting\62\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 Overwrite Default.css File procedure in this section.) 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 Edit Default.css File procedure in this section.) 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. Overwrite Default.css File 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.) 4. In the <Cognos installation directory>\webcontent\skins\corporate\branding directory, rename the ibm-logo-white.gif to ibm-logo-white.gif.old. Edit Default.css File 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*/: Installation Guide 61

66 Adding the Deltek Brand to the Cognos Connection Portal /*Begin Deltek branding overrides*/.logocontainer{ display:none; }.headertitle{ display:none; }.mainheader1{ background: url(../branding/deltek.gif) no-repeat; background-position: 0px 0; height: 50px; }.boxheaderbackground { } background-color: #00549F; border-bottom-style:solid; border-bottom-color:#cccccc; border-bottom-width:1px; 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.) 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 62

67 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. 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 10» IBM Cognos 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:\Deltek\ CostpointEnterpriseReporting\62\Costpoint Enterprise Reporting\Model.) 4. Verify that the Costpoint and TESS data sources are listed under FM Model» Data Sources in the Project Viewer pane. 5. Repeat these steps for the other projects. They are listed below with their data sources: Project CPSOX.cpf: TESOX.cpf ICS-Presentation.cpf Core Model.cpf Costpoint Enterprise Reporting for HR and Payroll.cpf Costpoint Enterprise Reporting for Budgeting and Planning.cpf Data Source Costpoint TESS; TE_Config Costpoint Costpoint Costpoint DeltekBP Installation Guide 63

68 Testing Configuration Test Configuration by Navigating to the Cognos Connection Portal To test the service, open Internet Explorer and go to the Cognos Connection portal ( host server name>/ibmcognos). The Cognos Connection Portal should display. Installation Guide 64

69 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 65

70 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. The Cognos Error During Installation Process section provides an example of an installation error and the Enable TCP/IP Protocol section contains steps to enable the protocol in Microsoft SQL Server. 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), 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. 7. Click the Protocol tab. Installation Guide 66

71 Troubleshoot Your Installation 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 click Stop Services. 12. Click SQL Server (MSSQLSERVER), and click Start Services to restart the services. 13. Close the SQL Server Configuration Manager. Installation Guide 67