Establish connectivity to IBM Cognos

This article describes how to connect to a IBM Cognos server and pull in its data and images to Metric Insights.

General instructions on setting up data sources based on plugins can be found here.

PREREQUISITES

  • The default port for Cognos is 9300. Make sure you open port 9300 to access the Cognos server from the Metric Insights server.

1. Access Admin > Data Sources

At the bottom of the screen, click [+ New Data Source].

2. Select the Type of New Data Source

  1. Select "Other" Data Source Type and choose "IBM Cognos" from the drop-down list.
  2. Move to the Next step.

3. Provide Cognos Parameters

  1. Cognos URL: provide an endpoint for reaching a login page at the Cognos server
  2. A path to finding the Namespace value is defined in Step 3.1
  3. Server: define the server protocol (http or https) and a hostname
  4. Username / Password: note that your Username must be in the same format that your IBM Cognos server uses for authentication
  5. Optionally, add a Folder filter Value that will be used for filtering IBM Cognos Objects
    • To do so, click the Edit (Gear) icon in the corresponding field
  6. Save your entries and Test Connection

If your connection is successful, you may move on to Advanced settings.

3.1. About Namespace

At the Cognos server go to My Preferences > Set Preferences screen opens > Personal tab.

4. Advanced Settings

 

  1. Use Remote Data Collector: if required, set to "yes"
  2. Generate Object List
    • automatically: all Reports are going to be fetched by the system
    • manually: Reports may be added one-by-one or via CSV file
  3. Object List Refresh Trigger: from the dropdown, select the Trigger that will be used to fetch data via the IBM Cognos plugin
  4. Object Selection Method: specify how IBM Cognos Reports will be fetched
  5. Optionally, state the number of Threads to utilize during data and/or image fetch to be used in background processing when the system updates Reports for this Data Source
    • If you do not specify any value for this setting, batch data collection processing will be single-threaded
  6. Multiple dimension values delimiter: optionally, specify the Delimiter for Multiple Dimension Values  (Configuring this parameter allows to support fetching aggregate data for several IBM Cognos Filter Values)
  7. Test Connection (this will also Save your data)

5. Obtain a list of Cognos Reports

  1. Go to IBM Cognos Objects tab
  2. To obtain a list of IBM Cognos Reports, click the [Refresh list] button
    • If no Folder filter has been specified for Optional Cognos Parameters (as described in Step 3), all Cognos Reports will be fetched into Metric Insights
    • Otherwise, only those Reports that satisfy the Filter will be collected for this connection profile

6. Other Settings

  1. You can create Datasets or Elements directly from the respective tabs.
  2. Click [Permissions] to assign Permission to Groups or Power Users.

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