1. Upgrading to IBM Cognos 10
BA Cognos 10 Template
4/23/2017 5:18 AM
4/23/2017
Upgrading to IBM Cognos 10
Title slide option #2
Marc deLorimier
Solution Architect
State, Local & Higher Ed 1
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2. BA Cognos 10 Template
4/23/2017
Agenda
Approaches to upgrading
Supported upgrade path to Cognos 10
The basic upgrade workflow
“Failing to plan is planning to fail”
Some high-level proven practices
Upgrade resources available to you today
Real-world upgrade - Boeing
Demo of Lifecycle Manager
"I am impressed with how fast we were able the upgrade to Cognos 10."
John Mazerall
Data Architect, Manager, Business Intelligence and Data Solutions
Canadian Blood Services
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3. Upgrade all your content at once Upgrade in a staged approach
BA Cognos 10 Template
4/23/2017
Upgrade approaches
Upgrade all your content at once
Upgrade in a staged approach
Move all reports to Cognos 10 quickly and efficiently:
95.2% success rate based on results from Alpha
94.3% success rate based on results from Beta 1
99.2% success rate based on results from Beta 2
41 TLC Customers:
Onsite with resources
78 general customers
Assess your applications and user requirements:
If some users or applications cannot upgrade to Cognos 10 while others need to leverage new capabilities from Cognos 10, upgrade as needed
If a new LOB has specific requirements for Cognos 10 while the rest of the organization needs to stay on Cognos 8, upgrade as needed
Use the multi-version coexistence feature to upgrade part of your applications or users to Cognos 10
Two major approaches –
the big bang upgrade where all the upgrade content is upgraded at once and released to the users as soon as possible
The percentages here show that the upgrade from Cognos 8.4 and were very successful,
2. staged upgrade approach where the two versions of the software would be kept running- called multiversion coexistence
Cognos 8 is running the reports, but cognos 10 is displaying the reports.
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4. Cognos 10 upgrade supported path4 4 4
BA Cognos 10 Template
4/23/2017
Cognos 10 upgrade supported path
Upgrade first, then leverage new features
Use Lifecycle Manager to
validate results
Cognos 8 and
Cognos 10
C O G N O S
Move business users
into Cognos 10
Accept desired results
Leverage Cognos 10 New Features
(e.g. Dynamic Query, etc)
The supported path to Cognos 10 is direct, even if you are running Reportnet, 8.1, 8.2 or 8.3. There is no requirement to upgrade to Cognos 8.4.1
We’re advocating a 2 phased approach
Phase 1 is where the Cognos 8 applications are upgraded and validated in Cognos 10
Phase 2 is where you begin to test all the new features of Cognos 10 that will benefit your users
Once your applications have been validated in Cognos 10, you would move this to production and release it to your user base and would shut down Cognos 8.
Lifecycle Manager, helps validate both phases
C O G N O S
Use Lifecycle Manager to
validate results
to leverage new features
C O G N O S
Accept
desired results
Promote reports
to production
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5. The upgrade workflow 5 BA Cognos 10 Template 4/23/2017
Create the Plan
Review Upgrade Resources:
- FAQ
- Doc’s and Release Notes
- Conformance
Evaluate the Current System:
- Auditing
- Survey’s
- System Resources
Create Detailed Upgrade Plan:
- Milestones
- Testing
- Resources
Development /Test System
QA/Production System
Prepare QA & Production
Environments
Prepare the Test Environment
Implement
Upgrade
Plan
Upgrade Content Store
Upgrade Content Store
Begin Complete Application Testing
Begin Report Validation
Begin Complete Application Testing
Begin Report Validation
Tune QA & Production Systems
New Features
Resolve Validation/Configuration
Issues
I won’t go into great detail on this slide, but I wanted to provide it as a template for you to plan
step 1 is to create the plan…
You prepare the environment, you upgrade the content store, begin upgrading your application, upgrade your reports and begin report validation.
This is the first step in application testing that can take advantage of Lifecycle manager.
Retest Complete Application
Performance Comparison/Test
Retest Report Content
Cognos 10 Go Live
Shutdown Cognos 8.x
Revise Upgrade Plan
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6. Some upgrade proven practices6
BA Cognos 10 Template
4/23/2017
Some upgrade proven practices
The plan:
Dedicated resources
Commitment
Content Store:
Upgrade whenever possible
Database upgrade only
Don’t upgrade Reports at Startup
Content maintenance task
Consistency check:
Before and after upgrade
Like “cleaning house”
Cognos configuration:
Should be exported/imported
Simple typo can cause delays
Customizations:
Cognos Connection
System Files (system.xml)
Create/maintain documents of modifications
Be aware of new features and functionality:
i.e. Go Search and content indexes
Release notes
APAR Search
Fixlists
Report validation
Lifecycle Manager
Upgrade website
FAQ’s, demos, links etc
New architecture
Some upgrade proven practices
The first time you start cognos 10 against the backup and restored cognos 8 content store, you’ll be presented with the option to upgrade your reports. Do not choose to upgrade your reports during this process. Doing this may result in long start up times leaving you to believe that the upgrade process has failed and then stopping the upgrade abnormally.
Cognos configuration should be exported and imported for the Cognos 10 upgrade
Understanding the new features guide. for instance GO Search is available to all users. However, indexes need to be created. If a user is to go into Cognos Connection for the first time and these indexes have not been created
Validating all of your report content is the most time consuming of all the tasks during the upgrade this is one of the main purposes of Lifecycle Manager.
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7. Upgrade resources available today7
BA Cognos 10 Template
4/23/2017
Upgrade resources available today
Proven practice site:
Upgrade information
Upgrade techniques
IBM Cognos Business Intelligence information center:
Release notes
Cognos 10 docs
Lifecycle Manager:
Content validation
Multi-Version Coexistence (staged approach):
Content continuity
So let’s take a look at 3 resources that are available to you today. – Name them.
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8. 8
BA Cognos 10 Template
4/23/2017
Upgrade information
IBM Cognos Business Intelligence information center
Proven practices site:
Upgrade information
Release notes:
FixList: wg
APAR – Authorized Program Analysis Report: nly&tc=SS9RTN&sort=desc&word=aw&wfi eld=open
Installation and configuration information
Deprecation notices
Upgrade Site – *NEW*:
proven practice site explains how to upgrade java script and how to build and maintain applications so that they can be upgraded easily. 8
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9. Lifecycle Manager streamlines the upgrade process9
BA Cognos 10 Template
4/23/2017
Lifecycle Manager streamlines the upgrade process
Lifecycle Manager validates report content between two environments
Compare large numbers of reports:
Different formats (PDF, HTML, XML, CSV, Microsoft® Excel 2002/2007, and Microsoft Excel 2000 Single Sheet format)
All supported languages
Establish a baseline by validating content in a single environment:
Perform periodic comparisons to ensure stability
Verify impact on the environment after an external change or tuning operation
Let’s look at Lifecycle manager. It streamlines the upgrade process and validates report content between 2 environments
It compares a large number of reports quickly in any supported output type – html, pdf, etc.
It also established baselines for you, baselines against a single environment, for example when you are going to apply a fix pack. Baseline before and after the fix pack to further validate
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10. Multi-Version Coexistence
1010
BA Cognos 10 Template
4/23/2017
Multi-Version Coexistence
Video
Allows Cognos 10 to serve Cognos 8.3, 8.4 or content:
Single interface for users
First release of multi-version coexistence:
Aimed at pleasing the end user
Allows Cognos 10 to serve up Cognos 8.4, 8.3 or 8.1 content w/in the Cognos 10 cognos connection portal.
Implementation Details: In your IBM Cognos 10 portal: 1) Go to the Launch->IBM Cognos Administration page 2) Under the Status tab, click the System link 3) In the scorecard pane, click the triangle next to the System entry and choose Set Properties 4) Click on the Settings tab. 5) Click the Edit link under the Environment->Advanced Settings row 6) Add the following two advanced variables and their corresponding values: Variable: MVC_remoteWebContent Value: Variable: MVC_remoteGateway Value: Note: (a) You can get the MVC_remoteGateway value from the IBM Cognos 8.4's Cognos Configuration tool under the Environment section. It is the "Gateway URI" entry under the "Gateway Settings" section. 7) You will need to ensure the domain name (*.ibm.com in this example) associated with the <hostname> used above is added to the Security->IBM Cognos Application Firewall's "Valid domains or hosts" property in the IBM Cognos 10's Configuration tool. Then restart the IBM Cognos 10 service. In your IBM Cognos 8.4 portal: 1) Go to the Launch->IBM Cognos Administration page 2) Under the Status tab, click the System link 3) In the scorecard pane, click the triangle next to the System entry and choose Set Properties 4) Click on the Settings tab. 5) Click the Edit link under the Environment->Advanced Settings row 6) Add the following advanced variable and the corresponding value: Variable: MVC_gateway Value:
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11. The Boeing upgrade Video Business challenges Resource Timelines
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BA Cognos 10 Template
4/23/2017
The Boeing upgrade
Video
Business challenges
Resource
Timelines
BI content
Upgrade method
share some of the things that Boeing did very well that insured success
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12. Boeing Cognos 10 upgrade plan and resources
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BA Cognos 10 Template
4/23/2017
Boeing Cognos 10 upgrade plan and resources
Personnel:
2 Cognos
3 Boeing (IT)
10 Boeing (different application groups)
Cognos versions:
Cognos 8.4.1
Cognos 10
Reports:
Visual validation
Lifecycle Manager
Upgrade plan test environment:
1 week
2 Cognos resources, 3 Boeing and about 10 users that were required at different times to test different things.
ersions and 10.
validated using life cycle Manager
The test plan was executed in one week
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13. The upgrade plan 1313 BA Cognos 10 Template 4/23/2017
detailed upgrade plan,
there were milestones, start and finish dates
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14. Boeing How we did the Cognos 10.1 Upgrade
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BA Cognos 10 Template
4/23/2017
Boeing How we did the Cognos 10.1 Upgrade
Test environment is completed
Content Store upgrade:
Report upgrade tasks
Side by side installations:
Different ports & directories / Same hardware
Moved all customizations:
Well-documented by Boeing
Cognos configuration:
Not exported
Once development was completed:
Approximately 10 users
Lifecycle Manager
Tuning:
Released to users
Production
after the test environment was validated completely
installed Cognos 10 side by side w/ Cognos so that both could run on different ports and different directories but on all the same hardware.
did development and production in 6 days including testing.
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15. BA Cognos 10 Template
4/23/2017
Boeing LIVE on Cognos 10
Boeing was LIVE with Cognos 10 on October 18th 2010 which was before we launched on Oct 25th 2010
Some statistics:
They migrated their entire production platform:
moved 13 applications
upgrading 40,000 BI Content objects
and deployed to 3,500 users
in 6 days
This all happened before we launched Cognos 10 –
Here are some of the statistics, t
here were report objects,
13 applications,
3500 users
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16. Cognos Lifecycle Manager Demo
BA Cognos 10 Template
4/23/2017
Cognos Lifecycle Manager Demo
Video
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17. BA Cognos 10 Template
4/23/2017
Summary
Upgrading to Cognos 10 is much more seamless than any previous upgrade
Customers are already having success upgrading
There are many tools and resources to help you in the upgrade process
Cognos 10 provides many new user capabilities once you have upgraded
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18. Business Analytics software services
BA Cognos 10 Template
4/23/2017 5:18 AM
4/23/2017
Business Analytics software services
Maximize your software investment and drive better business outcomes with Business Analytics Software Services.
Take the right training at the right time: ibm.com/cognos/training
Engage a technical product expert: ibm.com/cognos/consulting
Find knowledge and resources at your finger tips ibm.com/cognos/customer center 18
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19. Join our community! @IBMCognos and @IBMSPSS on Twitter
BA Cognos 10 Template
4/23/2017
Join our community!
@IBMCognos on Twitter
On the web: ibm.com/software/analytics/community
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20. BA Cognos 10 Template
4/23/2017
IBM Cognos Lifecycle Manager is an application that performs automated testing of IBM Cognos Business Intelligence report content making it the perfect application to help you get your Cognos 8 applications upgraded to Cognos 10.1 quickly and seamlessly. In this demo you will see how Lifecycle Manager quickly helps validate report content between Cognos 8 and Cognos 10.1.
Multi-Version Coexistence provides customers with the ability to stage the upgrade process by allowing two versions of the software to be accessed through a single portal. This can help provide the business with a more seamless experience through the upgrade process. Multi Version Coexistence provides IT with the ability to address business demands for functionality in a new version while providing the flexibility to plan an entire application upgrade to IT capacity
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