IBM Cognos Business IntelligenceVersion10.2.2Getting Started Installation GuideNoteBefore using this information and the product it supports,read the information in“Notices”on page31.Product InformationThis document applies to IBM Cognos Business Intelligence Version10.2.2and may also apply to subsequent releases.Licensed Materials-Property of IBM©Copyright IBM Corporation2005,2014.US Government Users Restricted Rights–Use,duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.Contents Introduction (v)Chapter1.Install IBM Cognos Business Intelligence on one computer (1)Using the Quick Setup option (1)System requirements (2)Installing the server components (3)Installing Framework Manager (4)Create a content store database (5)Creating a content store in IBM DB2 (5)Creating a content store in Microsoft SQL Server (6)Saving your settings and starting the IBM Cognos services (7)Confirming that Content Manager is running (7)Configure your web server (8)Use the CGI gateway on Microsoft Internet Information Services version7or later (8)Using the CGI gateway on Apache Server or IBM HTTP Server (10)Testing your access to the portal (10)Configuring Framework Manager on a64-bit computer (11)Chapter2.Installing the Cognos Business Intelligence samples (13)Creating the sample databases in IBM DB2 (13)Creating data source connections to the samples database in IBM DB2 (14)Creating the sample databases in Microsoft SQL Server (15)Creating data source connections to the samples database in Microsoft SQL Server (15)Importing the samples (16)Chapter3.Add components to your installation (19)Add an Application Tier Components instance (20)Set the server name for your existing instance (21)Install an Application Tier Components instance (22)Configure the Application Tier Components instance (22)Test your Application Tier Components instance (23)Add a web gateway (24)Install a web gateway (24)Configure the gateway (25)Configure your web server (25)Test your access to your second portal (28)Appendix.Accessibility features (29)Keyboard Shortcuts for the Installation Wizard (29)Notices (31)Index (35)©Copyright IBM Corp.2005,2014iiiiv IBM Cognos Business Intelligence Version10.2.2:Getting Started Installation GuideIntroductionThis document is intended for use with IBM®Cognos®Business Intelligence.Cognos BI is a Web-based business intelligence solution with integrated reporting,analysis,scorecarding,and event management features.This document provides the information you need to install and configure CognosBI on a Microsoft Windows operating system using a single-server installation withdefault settings.This installation is the quickest and easiest way to get started,andsuitable for setting up a test or evaluation environment.Additional tasks are provided to extend the single-server installation by addingcomponents to your installation.Further information on distributed installations,however,is provided in the IBM Cognos Business Intelligence Installation andConfiguration Guide.AudienceTo use this guide,you should be familiar with:v Some database conceptsv Basic Microsoft Windows operating system administration skillsv Web server configurationFinding informationTo find product documentation on the web,including all translateddocumentation,access IBM Knowledge Center(/support/knowledgecenter).Release Notes are published directly to IBM Knowledge Centerand include links to the latest technotes and APARs.You can also read PDF versions of the product online help files by clicking thePDF links at the top of each HTML page,or access the PDFs from the IBM Cognosproduct documentation web page(/support/docview.wss?uid=swg27042003).Accessibility featuresAccessibility features help users who have a physical disability,such as restrictedmobility or limited vision,to use information technology products.This producthas accessibility features.For information on these features,see“KeyboardShortcuts for the Installation Wizard”on page29.IBM Cognos HTML documentation has accessibility features.PDF documents aresupplemental and,as such,include no added accessibility features.Forward-looking statementsThis documentation describes the current functionality of the product.Referencesto items that are not currently available may be included.No implication of anyfuture availability should be inferred.Any such references are not a commitment,promise,or legal obligation to deliver any material,code,or functionality.The©Copyright IBM Corp.2005,2014vdevelopment,release,and timing of features or functionality remain at the solediscretion of IBM.Samples disclaimerThe Sample Outdoors Company,Great Outdoors Company,GO Sales,anyvariation of the Sample Outdoors or Great Outdoors names,and Planning Sampledepict fictitious business operations with sample data used to develop sampleapplications for IBM and IBM customers.These fictitious records include sampledata for sales transactions,product distribution,finance,and human resources.Any resemblance to actual names,addresses,contact numbers,or transactionvalues is coincidental.Other sample files may contain fictional data manually ormachine generated,factual data compiled from academic or public sources,or dataused with permission of the copyright holder,for use as sample data to developsample applications.Product names referenced may be the trademarks of theirrespective owners.Unauthorized duplication is prohibited.vi IBM Cognos Business Intelligence Version10.2.2:Getting Started Installation GuideChapter1.Install IBM Cognos Business Intelligence on one computerThis topic outlines the information that you need to install and configure IBMCognos Business Intelligence on a single computer with default settings.This typeof installation is suitable for a test or evaluation environment.This document provides you with the information you need to install Cognos BIunder the following conditions:v Installing on a single Microsoft Windows computer.v Using either the Quick Setup option,Cognos Content Database,IBM DB2®,orMicrosoft SQL Server as the content store.v Using Microsoft Internet Information Services(IIS),Apache Web Server,or IBMHTTP Server as the web server.v Using the default WebSphere®Liberty Profile as the application server.v Without enabling security.Note:The Quick Setup option is only available for64-bit installations.The remaining chapters provide information about installing the samples,andabout extending the single-server installation by adding components to yourinstallation.Additional information about customizing the installation,distributing thecomponents across multiple computers,with another database or applicationserver,or about upgrading an existing installation is provided in the IBM CognosBusiness Intelligence Installation and Configuration Guide.Using the Quick Setup optionThe Quick Setup option installs all components(application tier,gateway,ContentManager),installs and configures a servlet gateway,installs and configures IBMDB2®Advanced Workgroup Server Edition as the content store database,populatesContent Manager configuration information within Cognos Configuration,configures a personal data set,and starts all services.Before you beginThe Quick Setup option is available for a Windows64-bit operating system with atleast10GB of memory,and if DB2is not installed on the computer.Procedure1.Insert the IBM Cognos product disk or go to the location where the installationfiles were downloaded and extracted.To manually start the installation wizard,go to the operating system directoryand then double-click the issetup.exe file.2.Select the language to use for the installation.The language that you select determines the language of the user interface.Youcan change the language of the user interface to any of the installed languagesafter installation.©Copyright IBM Corp.2005,201413.Click Quick Setup to install the required components,IBM DB2AdvancedWorkgroup Server Edition,and a servlet gateway.This option is not availableon32-bit Windows installations or if DB2is already installed.This option isonly available on64-bit Windows environments.4.Click Next and follow the directions in the wizard to complete the installation.System requirementsUse the following tables to check the minimum hardware and softwarerequirements to install and run IBM Cognos Business Intelligence components onone computer.Additional resources may be required for distributed or productionenvironments.To review an up-to-date list of environments that are supported by IBM CognosBusiness Intelligence products,including information on operating systems,patches,browsers,web servers,directory servers,database servers,and applicationservers,see the IBM Software Product Compatibility Reports page(/support/docview.wss?uid=swg27042164).Table1.Hardware requirementsRequirement SpecificationOperating system Microsoft WindowsRAM Minimum10GB.Note:Memory settings depend on many factors,such as thelevel of activity expected on the server,the complexity of theIBM Cognos applications,the number of users and requests,and acceptable response times.Disk space A minimum of3.5GB of free space is required to install thesoftware and4GB of free space on the drive that containsthe temporary directory used by IBM Cognos components.For all databases,the size will increase over time.Ensure thatyou have sufficient disk space for future requirements.Table2.Software requirementsRequirement SpecificationWeb server A web server must be installed and started.If using theQuick Setup option(64-bit only),a servlet gateway isconfigured as part of the installation meaning there is noneed for a web server.2IBM Cognos Business Intelligence Version10.2.2:Getting Started Installation GuideTable2.Software requirements(continued)Requirement SpecificationDatabase The Quick Setup option(64-bit only)installs and configuresIBM DB2Advanced Workgroup Server Edition.This optionis not available if DB2is already installed.Cognos Content Database can be installed and configured asthe default content store database in a test orproof-of-concept system.If you do not use the Quick Setup option,or install theCognos Content Database component,you can use anotherdatabase,including your own instance of IBM DB2,Microsoft SQL Server,Oracle,Sybase,or Informix®.This document includes steps for using IBM DB2AdvancedWorkgroup Server Edition,Cognos Content Database,IBMDB2,and Microsoft SQL Server.For the other supporteddatabases,see the IBM Cognos Business Intelligence Installationand Configuration Guide.TCP/IP connectivity is required for all database types.Web browser For all web browsers,the following options must be enabled:v Cookiesv JavaScriptFor Microsoft Internet Explorer only,the following optionsmust be enabled:v Run ActiveX controls and plug-insv Script ActiveX controls marked safe for scriptingv Active scriptingv Allow META REFRESHInstalling the server componentsUse the installation wizard to copy all the components to your computer.If you are installing on a computer running32-bit Windows Vista,Windows7,orWindows2008operating system,the default installation location uses the ProgramFiles(x86)directory.If you install to this location,ensure that you run IBM CognosConfiguration as an Administrator.Alternatively,you can install the productoutside of the Program Files(x86)directory.For example,you can change theinstallation directory to something like C:\ibm\cognos\c10.Procedure1.Insert the IBM Cognos product disk or go to the location where the installationfiles were downloaded and extracted.To manually start the installation wizard,go to the operating system directoryand then double-click the issetup.exe file.2.Select the language to use for the installation.The language that you select determines the language of the user interface.Youcan change the language of the user interface to any of the installed languagesafter installation.Chapter1.Install IBM Cognos Business Intelligence on one computer33.Click Quick Setup to install and configure the required components,IBM DB2Advanced Workgroup Server Edition,a servlet gateway,and configure apersonal data set.This option is not available on32-bit Windows installationsor if DB2is already installed.This option is only available on64-bit Windowsenvironments.Proceed to step5.4.If you do not use the Quick Setup option,accept the defaults on theComponent Selection page to install all the required components.If you want to install the Cognos Content Database(Apache Derby),expandIBM Cognos Business Intelligence Server,and select Cognos ContentDatabase.If you do not install Cognos Content Database,you can use any supporteddatabase such as IBM DB2or Microsoft SQL Server for your content store.Forinformation about DB2,see“Creating a content store in IBM DB2”on page5.For information about Microsoft SQL Server,see“Creating a content store inMicrosoft SQL Server”on page6.For information about using Oracle,Informix,or Sybase as a content store,see the IBM Cognos Business Intelligence Installationand Configuration Guide.If you will also be installing the samples,you must have access to anotherdatabase,such as IBM DB2or Microsoft SQL Server.You cannot restore thesamples to the Cognos Content Database.5.Click Next and follow the directions in the wizard to complete the installation.6.When you are prompted about installing non-English product documentation,click OK to continue.Installing Framework ManagerTo install Framework Manager,use the installation wizard to copy all of thecomponents to a Microsoft Windows operating system computer.If you have installed the32-bit version of the IBM Cognos Business Intelligenceserver components,install Framework Manager to the same directory as the servercomponents.This means you will not have to configure Framework Managerseparately from the server components.If you have installed the64-bit version of the Cognos BI server components,youmust install Framework Manager to a different directory.The default installationlocations for32and64-bit components are different.If you have installed the64-bitversion of the server components,you will have to configure Framework Manager.Procedure1.Insert the disk for your IBM Cognos modeling product,and then open theinstallation menu.The Welcome page of the installation wizard appears.If the Welcome pagedoes not appear,in the win32directory on the disk,double-click issetup.exe.2.Select the language to use,and click Next.3.On the IBM License Agreement panel,select I Agree,and click Next.4.On the Installation Location panel,accept the default,and click Next.Important:If you installed the64-bit version of the IBM Cognos BI servercomponents,do not attempt the install Framework Manager to that samelocation.If you installed the32-bit version of the server components,thedefault location will be the same as the server location.4IBM Cognos Business Intelligence Version10.2.2:Getting Started Installation Guide5.On the Component Selection panel,accept the default,and click Next.6.On the Shortcut Folder panel,do one of the following:v If you have installed the32-bit version of the server components,you canaccept the default value in the Program Folder box,and click Next.v If you have installed the64-bit version of the server components,enter IBMCognos10Framework Manager in the Program Folder box,and click Next.7.On the Installation Summary panel,click Next and complete the installation.Create a content store databaseThe content store is a database that Content Manager uses to store globalconfiguration data,global settings(such as the language and currency formatsshown in the user interface),connections to data sources,and product-specificcontent.If you selected the Quick Setup installation,you do not need to create a contentstore database.A DB2Advanced Workgroup Server Edition database is created andpre-configured during the installation.Proceed to“Saving your settings andstarting the IBM Cognos services”on page7.If you selected Cognos Content Database during the installation,you do not needto create a content store database.A database is created and pre-configured duringthe installation.Proceed to“Saving your settings and starting the IBM Cognosservices”on page7.If you are using your own instance of IBM DB2,you create a script from IBMCognos Configuration which you use to create a suitable database for the contentstore.For more information,proceed to“Creating a content store in IBM DB2.”If you are using Microsoft SQL Server,you must create the database manually.Formore information,proceed to“Creating a content store in Microsoft SQL Server”on page6.Creating a content store in IBM DB2To use an IBM DB2database for your content store,you must copy two Java™Archive(jar)files,and then use IBM Cognos Configuration to create a script to usein the IBM DB2tools to create a suitable database for the content store.Before you beginYou must have DB2installed,and the database user account must exist.Procedure1.Copy the IBM DB2driver files to the IBM Cognos Business Intelligenceinstallation location.a.Copy the following files from DB2_installation\sqllib\java directory tothe c10_location\webapps\p2pd\WEB-INF\lib directory:v The universal driver file,db2jcc.jarv The license file,db2jcc_license_cu.jarIf you installed IBM Cognos BI to the default location,copy the files toC:\Program Files\ibm\cognos\c10\webapps\p2pd\WEB-INF\lib directory.2.Configure the content store database in IBM Cognos Configuration and createthe database script.Chapter1.Install IBM Cognos Business Intelligence on one computer5a.From the Start menu,click Programs then click IBM Cognos10then clickIBM Cognos Configuration.b.In the Explorer window,under Data Access,Content Manager,clickContent Store.c.In Database server and port number,enter the name of your computer andthe port number on which DB2is running.For example,localhost:50000.Where50000is the default port number that is used by IBM DB2.If you areusing a different port number,ensure you use that value.d.Click the Value field next to the User ID and password property and thenclick the edit icon.Type the appropriate values and click OK.e.In the Properties window,for the Database name property,type the namefor your content store database.Important:Do not use a name longer than8characters and use only letters,numbers,underscores,and hyphens in the name.f.Right-click Content Store,and click Generate DDL.g.Click Details to record the location of the generated DDL file.The DDL file that is named createDb.sql is created.The script is created inthe c10_location\configuration\schemas\content\db2directory.h.Click File then click Save to save your settings.3.Create the database in IBM DB2.a.Log in as the IBM DB2user.b.Click Start>IBM DB2>DB2COPY1(Default)>DB2Command Window-Administrator.c.Type db2-tvf path\createDb.sql,and press Enter.If the path includes spaces,ensure you use quotation marks around thepath.For example,enter:"C:\Program Files\ibm\cognos\c10\configuration\schemas\content\db2\createDb.sql"4.After the database is created,you can log back in as your Cognos user or yourregular user account.Creating a content store in Microsoft SQL ServerIf you are using Microsoft SQL Server,you must manually create the database touse as a content store database.Then you can set the connection properties to thedatabase in IBM Cognos Configuration.Procedure1.Create a database using your Microsoft SQL Server administration tools.a.Ensure that the collation sequence for the database is case insensitive.In a custom installation,you choose a collation sequence,which includescharacter sets and sort order,during the Microsoft SQL Server setup.In atypical installation,the installation uses the locale identified by theinstallation program for the collation.This setting cannot be changed later.b.Ensure that TCP/IP connectivity is used for Microsoft SQL Server.2.From the Start menu,click Programs then click IBM Cognos10then clickIBM Cognos Configuration.3.In the Explorer window,under Data Access,Content Manager,right-clickContent Store,and click Delete.6IBM Cognos Business Intelligence Version10.2.2:Getting Started Installation GuideThis removes the default content store properties,which are defaulted to usean IBM DB2database.4.Right-click Content Manager,and click New Resource then click Database.5.In the Name field,type a name for the resource.Such as Content Store.6.In the Type box,select the appropriate Microsoft SQL Server database type,and click OK.If you use Windows authentication for your Microsoft SQL Server database,select Microsoft SQL Server database(Windows authentication).If not,selectMicrosoft SQL Server database.7.In Database server and port number,enter the name of your computer andport number on which Microsoft SQL Server is running.For example,localhost:1433.The value1433is the default port number used by MicrosoftSQL Server.If you are using a different port number,ensure you use thatvalue.8.Click the Value field next to the User ID and password property and thenclick the edit button when it appears.Type the appropriate values and clickOK.9.In the Properties window,for the Database name property,type the name foryour content store database.10.Right-click the resource you added for the content store database,and clickTest.If the test is successful,Content Manager can create the required tables in thecontent store when you start the IBM Cognos service for the first time.If theconnection properties are not specified correctly,you cannot start the IBMCognos services.Saving your settings and starting the IBM Cognos servicesYou must save your configuration settings and start the IBM Cognos service beforeusers can access IBM Cognos Connection,the product portal.Procedure1.If you have not already started IBM Cognos Configuration,from the Startmenu,click Programs then click IBM Cognos10then click IBM CognosConfiguration.2.In IBM Cognos Configuration,click File then click Save to save yourconfiguration settings.3.Click Actions then click Start.It may take a few minutes for the IBM Cognos service to start.You will receive a warning during the Testing the mail server connectionprocess.Click OK and Continue to continue starting the services.A mail serverconnection is not required.If you selected the Quick Setup option,the DB2Advanced Workgroup ServerEdition service will also be started.If you have installed the Cognos Content Database component,the CognosContent Database service will also be started.Confirming that Content Manager is runningYou can confirm that Content Manager is running using a web browser.Chapter1.Install IBM Cognos Business Intelligence on one computer7Procedure1.Open a web browser.2.Type the Content Manager URI value from IBM Cognos Configuration,underEnvironment,in your Web browser address bar,and press Enter.For example,typehttp://localhost:9300/p2pd/servletlocalhost can be your computer name,or IP address,or localhost.9300is the default port number used by IBM Cognos components.ResultsThe State value should be Running.This indicates that your IBM Cognos serviceshave started,and that they have connected to the content store.If the State is not Running,ensure that you have entered the correct informationto connect to your content store database and that the services have been started inIBM Cognos Configuration.What to do nextAfter you verify that Content Manager is running,you can configure your Webserver to allow access to the portal from a web browser.Configure your web serverYou must configure your web server before users can connect to the IBM CognosBI portal.Use the CGI gateway on Microsoft Internet InformationServices version7or laterIf you are using Microsoft Internet Information Services(IIS)version7or later,usethe following task to configure the CGI gateway.Procedure1.In the Microsoft Windows Control Panel,click Programs>Programs andFeatures.If you are using Microsoft Windows8or2012Server,Programs and Featuresis available directly from the Control Panel.2.Click T urn Windows features on or off.3.If you are using Microsoft Windows2008Server,use the following steps:a.Click Server Manager>Roles>Web Server(IIS).b.Ensure that Common HTTP Features,or the features you require areenabled.c.If CGI is set to Not installed,select CGI and click Add Role Service.4.If you are using Microsoft Windows2012Server,use the following steps:a.In the Add Roles and Features Wizard,click Role-based or feature-basedinstallation,and click Next.b.Select your server,and click Next.c.Select Web Server(IIS),if it is not already installed,ensure that CommonHTTP Features is selected,and click Next until you get to the RoleServices section of the wizard.8IBM Cognos Business Intelligence Version10.2.2:Getting Started Installation Guided.Expand Application Development.e.Select CGI if it is not already selected,and click Next.f.Click Install.5.If you are using Microsoft Windows7or8,use the following steps:a.Select Internet Information Services if it is not already selected.b.Expand Internet Information Services>World Wide Web Services.c.Ensure that Common HTTP Features,or the features you require areenabled.d.Expand Application Development Features.e.If CGI is not selected,select CGI.f.Click OK.6.In the Internet Information Services(IIS)Manager console,underConnections,select your server name.v If you are using Microsoft Windows2012Server,in Server Manager,selectIIS,and then right-click your server name,and click Internet InformationServices(IIS)Manager.v If you are using Microsoft Windows2008Server,in Server Manager,expand Roles>Web Server(IIS),and then click Internet InformationServices(IIS)Manager.v If you are using Microsoft Windows8,from the Control Panel,clickAdministrative Tools to access the Internet Information Services(IIS)Manager console.v If you are using Microsoft Windows7,from the Control Panel,clickSystem and Security>Administrative Tools to access the InternetInformation Services(IIS)Manager console.7.Double-click ISAPI and CGI Restrictions.8.Under Actions,click Add.9.Enter the path to the cognos.cgi file.The file is in the c10_location\cgi-bindirectory.You must enter the full path,including the file name.If the path includesspaces,ensure you use quotation marks around the path.For example,enter:“C:\Program Files\ibm\cognos\c10\cgi-bin\cognos.cgi”10.Enter a Description,such as CognosCGI.11.Select Allow extension path to execute,and click OK.12.Under Connections,expand Sites,and under your website,add the virtualdirectories as shown in the table:Table3.Required virtual directoriesAlias Locationibmcognos c10_location/webcontentibmcognos/cgi-bin c10_location/cgi-bin13.Select the cgi-bin virtual directory that you created.14.Double-click Handler Mappings.15.Under Actions,click Add Module Mapping.a.In Request Path,type cognos.cgi.b.In Module,select CgiModule.c.Leave Executable(optional)blank.Chapter1.Install IBM Cognos Business Intelligence on one computer9。
