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Cognos 8 Business Intelligence (C8 BI)

Framework Manager

What is C8 BI Framework Manager?

C8 BI Framework Manager is a Windows client based application for importingdata and modeling it in such a way that it provides increased simplified access todata. Common calculations, multilingual capabilities and security can be addedto increase business value. Framework Manager models may be published asPackages and deployed to Cognos 8 where reports can then be created fromthem.


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Getting Started

We will start our Framework Manager workshop by opening an existing modeland enhancing it.

1. On the Start page, double-click C8 Framework Manager icon

Once the application is finished resetting, Framework Manager willlaunch

2. From the File menu,select Open

The Open Project dialog box is presented

3. Select Cognos8 FM Forum2006.cpf and click Open


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4. When prompted to login useAdministrator leave the password blank,and click OK

You are now placed into the Framework Manager application. The tree structurein the Project Viewer pane (to the left) shows the Objects in your model

Expand the go_sales namespace by clicking the + symbol to see what

database tables were imported and what Query Subjects are available.


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Defining Quality of Service

In Cognos 8 it is possible to control and document the functions that will be madeavailable to an end user. This is defined by a feature called Quality of Service.If there are functions that are never used, perform poorly or simply not

understood properly, Quality of Service can assist in enhancing the userexperience.

1. From the Project menu, select Project Function List

2. Check the radio button for Set function list based on the data sourcetype


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3. To set both data sources to use SQLServer, click under the Function setcolumn for both gosales and goretailers, and select SQLServer from the

drop-down

4. Click the Define Quality of Service button


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5. Expand Operators and left-click on the down arrow beside the f(x) +

You have the option to make the function unavailable, and to provide a visual cueas to possible issues and to add further documentation

6. Lets change this by selecting Poor Performance and add the followingtext to the Additional information pane: I did this at Cognos Forum2006


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7. Click OK

A Writing overrides to model message will quickly flash on thescreen

8. Click OK to exit the Project Function List window

9. In the Project Viewer pane, expand the namespace Database view, andthen expand the namespace gosales

10. Right-click on Inventory levels and select Edit Definition

11. Click on the Calculations tab

12. Click Add at the bottom right-hand side

13. Click on the Functions tab at the bottom of the Available Components

pane

14. Expand Operators and select the plus sign +


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Note the exclamation mark ( ! ) beside the + providing a visual cue and thedescription for the operator contains our additional information:

15. Click Cancel and then click OK


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Model Reporting

Being able to document your model and understand what is in it has never beeneasier. With the model open do the following steps:

1. In the Project Viewer pane, select the root go_sales namespace

2. From the Tools menu, select the Model Report option


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3. In the Model Report window, click on XML in the top-right corner - this willtake a minute to convert the report to XML

You now have the model report (relationships, Query Subjects, etc.) in XMLformat

4. On the Model Report window, click the to close it


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Adding a Cognos PowerCube as a data source

In order to be able to report off an OLAP and Relational data source in the samereport, both data sources need to be in the same model. Query Studio andReport Studio can access metadata that is relationally or dimensionally modeled.Analysis Studio can only work with dimensionally modeled metadata.

1. From the Project Viewer pane, right-click on the Database viewnamespace and select Run Metadata Wizard

2. Select Data Sources and click Next

3. Select great_outdoors_company and click Next


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4. In the Create Package Provide Name dialog, for the Name type in: GOCube Forum2006

Since there is no additional modeling possible, you automaticallycreate a package when adding an OLAP datasource to a Framework

Manager model

5. Click Next

6. Click Finish on the Create Package Wizard Add Security dialog

7. Click No to close the dialog (if you would like to publish the package, feel

free to do so)

You have successfully added a Cognos Powercube to the model andcreated a package with just that Powercube available in it


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You now see great_outdoors_company under the namespace Database view


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Dimensionally Modelled Relational metadata

It may be required to dimensionally model relational metadata in order to fulfillcertain business analysis requirements. There are several steps required to addthis kind of value to any FM model. To illustrate how to do this, were going torecreate the Product dimension within the FM model

1. Right-click on the Dimension view namespace, and from the Create

menu, select Regular Dimension ( )


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2. Select the Add Hierarchy link located in the center of the dialog box asshown

3. To rename theNew Hierarchy to My Product, right-click New Hierarchyin the Hierarchies frame, select Rename, type in: My Product, and hitEnter

4. To rename New Hierarchy(All) to My Product(All), right-click NewHierarchy(All) in the Hierarchies frame, select Rename, type in: MyProduct(All), and hit Enter


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5. In the Available items window, navigate to the Product namespace byfollowing the path shown in the screen shot shown, and expand thenamespace to display its query subjects

6. Expand the Product line query subject to display query items


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7. Left-click and drag the Product line query item to beneath MyProduct(All)

8. Now drag Product line code into the box beneath Select a level in thehierarchy control to see the query items, and make sure to select

_businessKey when the drop-down appears so that its role is properlyidentified


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9. From the Available items pane, expand the Product type query subjectand drag the Product type query item to beneath Product line in theHierarchies pane

10. Now drag and drop the Product type code query item into the bottom

right pane, ensuring that its Role is set to _businessKey when the drop-down appears

11. From the Available items pane, expand the Product lookup querysubject and drag the Product name query item to beneath Product typein the Hierarchies pane, ensuring that its Role is set to _memberCaption

12. Rename the Productname level to Product

13. Now drag and drop the Product number query item into the bottom rightpane, ensuring that its Role is set to _businessKey when the drop-down

appears


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14. From the expanded Product lookup query subject, drag and drop theDescription query item into the bottom right pane, ensuring that its Roleis set to _memberDescription

15. Expand the Product query subject drag and drop the Introduction date

query item into the bottom right pane, ensuring that No Role is selectedwith the drop-down appears

16. From the expanded Product query subject, drag and drop the Productimage query item into the bottom right pane, again ensuring that No Roleis selected with the drop-down appears

17. Click OK

18. In the Properties pane in the middle, rename New Dimension to MyProduct Dimension


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The next step is to check Scope or make sure there are measure values that canbe applied to this dimension (similar to Transformer and scope)

1. Click on Dimension Map


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2. In the Dimensions panescroll over to the right until you find My Productdimension and click the Show Scope button

3. Click on each of the different Measure dimensions to the right of theDimension Map

All levels that show as dark yellow (which they do in our case) havemeasure values naturally applied to them and will work properly in thedifferent studios

In a case where it doesnt have scope, it may be necessary to go back

and verify that the regular dimension was set up correctly in relation tothe measure dimension (corresponding business keys that relate theinformation)

4. Click Save to save the model


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Creating and using a Cognos 8 Package

We have already created a Framework Manager model and imported metadatain from our database using a simple wizard in just a few clicks. We are nowgoing to see how simple it is to publish this package to Cognos 8.

1. In the Project Viewer pane, right-click on Packages (this is at the bottomof the tree) and select Create, Package

2. When the new dialog box appears and prompts you for the name, enterGO Sales Forum2006 and click Next

3. Ensure that all the Query Subjects are selected on the next screen andclick Next again

4. In the CreatePackage Wizard - AddSecurity screen, leave the defaultsas they are and click Next

5. In the Create Package Select Languages, ensure that only English isin the Selected Languages box (by selecting all the others and movingthem to the left-hand pane), and click Next

6. In the Create Package - Select Functions Lists screen, leave thedefaults as they are and click Finish

7. When asked whether you wish to open the Publish Wizard, click Yes andclick Next

8. Deselect the Enablemodel versioning check box and click the Publishbutton

Ignore any warnings that may occur

9. Ensure that the Exit this Wizard radio button is checked and click Finish,and again, ignore any warnings that may occur


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We have now published a package to Cognos ReportNet. Now we need to verifythat the published package is useable:

1. From the Start menu select All Programs\Internet Explorer to openInternet Explorer, and browse to http://localhost/cognos8

2. Use Administrator with no password to log in, and select CognosConnection and select the Cognos Connection link from the Welcomescreen.

3. When you are presented with the Cognos Connection screen, click on thePublic Folders tab to verify that the GO Sales Forum2006 package has

been created

4. Click the GO Sales Forum2006 link and select the Report Studio link atthe top right of the browser window to open Report Studio

5. When prompted, select Create a new report, select List, and click OK

Notice that the top left pane, entitled Insertable Objects nowshowsthe Query Subjects in our Framework Manager Model

6. Expand Dimension view to Product line (as shown) and drag and dropProduct line into the list box


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7. Add Closing inventory from the Inventory measure dimension bynavigating as per the screen shot

8. From the Data menu, chose Drill Behavior and check the checkbox forAllow drill-up and drill-down

9. Click OK


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10. To run this simple report, from the Run menu, select Run Report - HTML

You will be presented with a list of Product Lines. This means thatwe have successfully created a Framework Manager model andpublished it to Cognos ReportNet

Each Product line can be drilled down on (clicked) to navigate to itschild members.

11. From the File menu, Close any browser windows you currently have open

12. If prompted with: Are you sure you want to navigate away from thispane?, click OK

13.Close down all screens

Congratulations you have completed this workshop!

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