018_CRN_FRAMEWORKMGR

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Cognos ReportNet (CRN)

Framework Manager

What is CRN Framework Manager?

CRN 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 ReportNet where reports can then be createdfrom them.


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Getting Started

On the Start page, double-click the CRN Framework Manager icon

Once the application is finished resetting, Framework Manager will launch

Lets start our CRN Framework Manager workshop by creating a new blankmodel, connecting to a database and importing the metadata.

1. From the File menu,select New Project

The New project dialog box is presented

2. For the Project Name: enter GoSales and for the Location: ensure thatC:\techforum\FM\CRN Framework Manageris selected


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3. Click OK

4. When prompted to log in, User ID is: Administrator there is no password,and click OK

5. Select English as the language and click OK

The Import Wizard begins, and allows you to choose a Datasourceto import from

6. Select Database and then click Next

7. Click on gosalesFM and then click Next


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8. Select only the Tables check box and click Next

Note that this auto-selects parent objects as well:


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9. Keep the defaults in the Relationships dialog box, and click Import.

10. On the summary screen that follows, click Finish

11. Rename the gosalesFM namespace to GoSales by clicking ongosalesFM in the Properties pane at the bottom (see next page for ascreen shot as more guidance)


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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 GoSales namespace in the Project Viewer pane, byclicking the + symbol to see how the database tables we imported

have become Query Sub jects

12. Use File/Save to save the project


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Creating and using a Cognos ReportNet Package

We have already created a Framework Manager model and imported meta-datain 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 ReportNet.

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, enterGreat Outdoor Sales and click Next

3. Ensure that the Query Subjects are all selected (checked) on the nextscreen and click Next again

4. In the CreatePackage Wizard - AddSecurity screen, leave the defaults

as they are and click Next.

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

6. When asked whether you wish to open the Publish Wizard, click Yes

7. Deselect the Enablemodel versioning check box and click the Publish

button

8. Ensure that the Exit this Wizard radio button is checked and click Finish

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/crn

2. If you are prompted to log in, User ID is: Administrator, there is nopassword and click OK

3. When you are presented with the Cognos Connection screen, click on the

Public Folders link under View Products to verify that the GreatOutdoor Sales package has been created

4. Click the Great Outdoor Sales link and then select the Report Studio

link at the top right of the browser window

Report Studio will now open.


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

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

6. Expand PRODUCT_NAME and then double-click PRODUCT_NAMEcolumn The PRODUCT_NAME column is added to our report list in the

pane on the right.

7. To run this simple report, from the Run menu, select Run Report (HTML)

You will be presented with a list of Product Names. This means that

we have successfully created a Framework Manager model andpublished it to Cognos ReportNet

8. Close the browser windows, and then File/Exit to close Report Studio

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


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Adding Value to the Model

Using a few simple wizards, we have demonstrated how quickly and easilyFramework Manager allows data to be imported and published to CognosReportNet. Remember that once the package is published to Cognos ReportNet,potentially any user with a browser and access to the server that CognosReportNet is running on can begin to author their own reports.

So far, all we are presenting to our report authors is an exact view of thedatabase. We will now show an example of how to add additional value to themodel so that it is of more use to report authors. Our aim is to create a packagethat only contains sales data the authors using this package have no interest inanything but this data.

1. Ensure that you are back in the mainFramework Manager application

2. Expand GoSales if not already expanded, and select theCONVERSION_RATE Query Subject, then while holding down the shiftkey, also select the SALES_TARGET Query Subject

All the Query Subjects will now be selected

3. Right-click on any of the selected items and choose New Parent |Namespace


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A new Namespace is created called New Namespace and all the

items we selected are moved into it

Note that this new Namespace is not to be confused with AccessManager namespace

4. Right click on New Namespace in the Project Viewer pane, selectRename from the drop-down, and enter a new name of Database View

5. In the center pane of the screen, click on Object Diagram and thendouble-click on Database View

You are presented with the Query Subjects contained in the

Database View namespace, along with the relationships andQuery Item inside the Query Subjects

6. Find the relationship between ORDER_HEADER and ORDER_DETAILSand remove the relationship by clicking the relationship line (it willbecome red) and hitting the Delete key


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7. Now right-click on the ORDER_HEADER query subject and chooseCreate Relationship.

You are presented with the Relationship Definition dialog box

8. In the Name: field, type in Orders Order Details to change the namefrom New Relationship to Orders Order Details.

ORDER_HEADER is already selected as the left Query subject


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9. For the right Query Subject, click the Open icon , expand GoSales,then expand Database View

10. Select ORDER_DETAILS and click OK

In the Query subject:ORDER_HEADER , note thatORDER_NUMBER is already selected

For ORDER_DETAILS also ensure that ORDER_NUMBER isselected (not ORDER_DETAIL_CODE which is the default). A link

will be drawn between the two Query subjects againstORDER_NUMBER


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11. Ensure that the Relationship impact: is set to:

Each ORDER_DETAILS has one and only one ORDER_HEADEREach ORDER_HEADER has one or more ORDER_DETAILS

These are changed via the Cardinality drop-down selection boxes. The final

settings should be as shown:

12. Click OK, and you will see that the diagram view changes to show the linkthat we have just created


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We are now going to create a new namespace in which to create some newquery subjects

1. To create a new namespace, in the Project Viewer pane, right-click on

the GoSales namespace and select Create | Namespace

Notice that the New Namespace is now created

2. Right-click on the New Namespace and rename it as Product Sales

3. Double click on the new Product Sales namespace. The Object Diagramview changes to Product Sales (it will be empty).

4. In the Project Viewer right-click on Product Sales and select Create |Query Subject


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5. Change the Name: to Orders, ensure that the radio button for Model(Query Subjects and Query Items) is checked, and click OK.

The Query Subject Definition - Orders dialog box is now shown

6. In the Available model objects to the left, expand GoSales, DatabaseView, and ORDER_DETAILS. Also expandORDER_HEADER

7. Under ORDER_HEADER, double click on each of the following items tocopy them to the Query Items and Calculations pane:

ORDER_NUMBERORDER_DATERETAILER_NAME

8. Under ORDER_DETAILS, double-click on each of the following items tocopy them to the Query Items and Calculations pane:

PRODUCT_NUMBERQUANTITYUNIT_COSTUNIT_PRICEUNIT_SALE_PRICE

9. Click on the Insert embedded calculation icon (the third button fromthe right at the top of the window)

You are now presented with the Calculation Definition dialog


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10. Change the Name to Profit

11. Under Expression Definition, enter the following:

([Product Sales].[Orders].[UNIT_PRICE] -[Product

Sales].[Orders].[UNIT_COST] )*[Product Sales].[Orders].[QUANTITY]

Tip: Rather than typing in this text, you can build the expression by clickingon the relevant objects in the Available Components list, by expandingGoSales\Product Sales\Orders

12. Click on the Test Sample icon ( ) to test the calculation, and it will looklike this:


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13. Click OK

14. Test the Query Subject byclicking the Test Sample icon ( ) and it willlook like this:

15. Click OK

16. In the Project Viewer paneright-click on Product Sales and selectCreate | Query Subject

17. Change the Name to Products, leave Model (Query Subjects andQuery Items) selected, and click OK.

The Query Subject Definition dialog box is shown

18. In the Available model objects: to the left, expand GoSales, DatabaseView and PRODUCT_NAME


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19. Under PRODUCT_NAME , double click on each of these items to copythem to the Query Items and Calculations pane:

PRODUCT_NUMBERPRODUCT_NAME

DESCRIPTION

20. Click OK The object diagram pane should now show two Query Subjects

Orders and Products

21. Right click on Orders in the Project Viewer pane, select CreateRelationship, and call it Orders Products.

22. For the Query Subject on the right, click the Open icon and selectProduct Sales | Products and click OK

23. Click on PRODUCT_NUMBER under both left and right query subjects, toform the link


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24. Change the Relationship impact: so that it reads:

Each Products has zero or more Orders (outer join)Each Orders has one or more Products

This is done by setting the Cardinality for Orders to be 0..n and theCardinality for Products to be 1..n using the drop-downs

25. Click OK.

The link is shown in the diagram view


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Tip - If the query subjects are overlapping, or you just dont like the diagramlayout, you may re-arrange them by dragging them around, or ask Framework

Manager to automatically arrange them by clicking the Auto Layout ( ) iconon the toolbar

26. In the Object Diagram under the Products Query Subject, select thequery item PRODUCT_NUMBER

In the Properties pane at the bottom of the screen you can see the

attributes for this item

27. Change the Name: field from PRODUCT_NUMBER to PRODUCTNUMBER (with a space between the two words) and hit Enter to makethe change

28. Verify that Usage is Identifier, and click on each Query Subject and

Query Item as shown, and make the changes or verify the values aslisted below:

Products Query Subject:

Query Item Property Old Value New Value

PRODUCT_NUMBER Name PRODUCT_NUMBER PRODUCT NUMBER

PRODUCT_NAME Name PRODUCT_NAME PRODUCT NAME

Orders Query Subject:

Query Item Property Old Value New Value

ORDER_NUMBER Name ORDER_NUMBER ORDER NUMBERORDER_DATE Name ORDER_DATE ORDER DATE

ORDER_DATE Format | Type DEFAULT DATE

ORDER_DATE Format | Date Style - MEDIUM

RETAILER_NAME Name RETAILER_NAME RETAILER NAME

PRODUCT_NUMBER Name PRODUCT_NUMBER PRODUCT NUMBER

See screen capture on the following page for ORDER DATE properties


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29. From the File menu, select Save to save the project


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Updating the Package

Now that we have modified our model, we need to re-publish our package so thatour Cognos ReportNet authors can make use of them.

1. In the Project Viewer, expand packages, right-click on Great OutdoorSales, and choose Edit Definition

2. Click on the green checkmark next to Database View so that it changesto a red X and click OK

3. Right-click on Great Outdoor Sales again and choose Publish

Packages

4. Click Publish and then click either Yes and/or OK on the warning dialogs

displayed

5. Finally click Finish to end the publish wizard.


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Testing the Package

1. From the Start/All Programs menu, select Internet Explorer and browseto http://localhost/crn

2. When prompted for login, User ID: Administrator, there is no password,and click OK

3. When you are presented with the Cognos Connection screen, select thePublic Folders link under View Reports

4. Click the Great Outdoor Sales link and in the top-right of the browserwindow, select Report Studio

Report Studio will now open

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

If you expand Product Sales, the top left pane entitled InsertableObjects shows the two new Query Subjects we created

Our new model combines the database tables Order_Header andOrder_Details in to a single Query Subject called Orders, which isa more natural representation for a regular user

6. Expand Orders and Products and double-click on each of the query

items below to insert them into the list report:

ORDER NUMBERORDER DATEPRODUCT NAMEProfit


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7. To see the report, from the Run menu, select Run Report (HTML)

8. Close the browser windows, and then File/Exit to close Report Studio

9. If prompted with, Are you sure you want to navigate away from thispage?, click OK

10. To close Framework Manager, from the File menu, select Exit

11. If prompted, do not savechanges

Congratulations you have completed this workshop!

018_CRN_FRAMEWORKMGR

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